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Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk
Episodes
Monday Dec 19, 2022
Monday Dec 19, 2022
Vertu CEO, Robert Forrester, runs through the Helston Garages Group Ltd acquisition, including the strategic rationale, the positive earnings and free cash flow accretion, and the acquisition structure and financing details. Vertu Motors completed the acquisition on 19th December 2022.
00:00 - Opener
00:16 - Introduction
00:30 - Group strategy
01:01 - Acquisition highlights
04:28 - Overview of Helston Garages Group
05:42 - Financial impact
07:48 - Acquisition structure and metrics
10:16 - Conclusion
Vertu Motors is the fourth largest automotive retailer in the UK with a network of 192 sales outlets across the UK. Its dealerships operate predominantly under the Bristol Street Motors, Vertu and Macklin Motors brand names.
Vertu Motors was established in November 2006 with the strategy to consolidate the UK motor retail sector. It is intended that the Group will continue to acquire motor retail operations to grow a scaled dealership group. The Group's acquisition strategy is supplemented by a focused organic growth strategy to drive operational efficiencies through its national dealership network. The Group currently operates 188 franchised sales outlets and 4 non-franchised sales operations from 142 locations across the UK.
Vertu's Mission Statement is to "deliver an outstanding customer motoring experience through honesty and trust".
Vertu Motors Group websites - https://investors.vertumotors.com/ / www.vertucareers.com
Vertu brand websites - www.vertumotors.com / www.bristolstreet.co.uk / www.vertuhonda.com / www.vertutoyota.com / www.macklinmotors.co.uk / www.vertumotorcyles.com
Friday Dec 16, 2022
Friday Dec 16, 2022
WH Ireland’s CEO Phillip Wale presents a short overview of the Group’s half year results for the six months ended 30 September 2022.
Phillip Wale, CEO
00:16 - Introduction
00:36 - Financial highlights
01:37 - Wealth management
02:49 - Capital markets
4:00 - Current trading and outlook
WH Ireland Group plc is a holding company. The Company’s principal activities are the provision of wealth management and corporate finance advice, research, products and services to the private clients, and small and medium sized companies. It operates through two segments, which include Private Wealth Management and Corporate Broking. The Private Wealth Management segment offers investment management advice and services to individuals and contains its wealth planning business, giving advice on and acting as intermediary for a range of financial products. The Corporate Broking segment provides corporate finance and corporate broking advice and services to the companies, and acts as nominated advisor to clients listed on the Alternative Investment Market (AIM). The Corporate Broking segment contains its institutional sales and research business, which carries out stockbroking activities on behalf of companies, as well as conducting research into markets of interest to its clients.
Thursday Dec 15, 2022
Thursday Dec 15, 2022
Ali Hall & Julie Lavington, Co-CEOs & Co-Founders, and Steve Dilks, CEO, present Sosandar's interim results & trading update for the six months ending 30th September 2022.
Continued revenue growth of +72%, delivering the Company's second six-month period of positive PBT. Momentum has continued into the second half of the financial year with record sales months in October and November, trading in line with market expectations for the full financial year.
00:00 Opening
Ali Hall, Co-CEO & Co-Founder
00:17 Introduction
Julie Lavington, Co-CEO & Co-Founder
00:45 Highlights of the period
Steve Dilks, CEO
01:18 Financial highlights
03:17 Overheads
05:04 KPI's
Julie Lavington, Co-CEO & Co-Founder
06:43 Customer acquisitions
Steve Dilks, CEO
07:48 Income statement
08:16 Balance sheet
Ali Hall, Co-CEO & Co-Founder
10:16 Current trading
Julie Lavington, Co-CEO & Co-Founder
11:07 Factors driving growth
Ali Hall, Co-CEO & Co-Founder
11:47 Vision & ambition
Julie Lavington, Co-CEO & Co-Founder
11:59 UK addressable market
Ali Hall, Co-CEO & Co-Founder
12:17 Product range
13:04 All categories in growth
Julie Lavington, Co-CEO & Co-Founder
14:18 Marketing plan
Ali Hall, Co-CEO & Co-Founder
15:34 Growth through own site & third parties
Steve Dilks, CEO
16:15 Operationl bandwidth for growth
Julie Lavington, Co-CEO & Co-Founder
18:29 Outlook
19:13 Q&A
About Sosandar plc
Sosandar is one of the fastest growing women's fashion brands in the UK targeting style conscious women who have graduated from price-led alternatives. The Company offers this underserved audience fashion-forward, affordable, quality clothing to make them feel sexy, feminine, and chic. The business sells predominantly own-label exclusive product designed in-house.
Sosandar's product range is diverse, providing its customers with an array of choice for all occasions across all women's fashion categories. The company sells through Sosandar.com and has brand partnerships in place with Next, John Lewis, Marks & Spencer, The Very Group and N Brown.
Sosandar's strategy is to continue growing brand awareness and expand its customer database, whilst also further driving its high levels of customer retention. This is achieved through its exceptional products, seamless customer experience and impactful, lifestyle marketing activities, all of which is underpinned by combining innovation with data analysis.
Sosandar was founded in 2016 and listed on AIM in 2017. More information is available at www.sosandar-ir.com
Wednesday Dec 14, 2022
Wednesday Dec 14, 2022
SThree CEO, Timo Lehne and CFO, Andrew Beach present a full-year 2022 trading update for the year ended 30 November 2022. A record performance for the year with double-digit growth across all regions.
Timo Lehne, CEO
00:16 - Introduction
00:30 - FY22 highlights and overview
Andrew Beach, CFO
03:09 - FY22 growth
04:16 - Regional performance
06:20 - Headcount and productivity
07:05 - Financial highlights
Timo Lehne, CEO
07:36 - Outlook
SThree plc is a United Kingdom-based specialist staffing, which provides specialist recruitment services in the science, technology, engineering and mathematics (STEM). The Company provides permanent and contract sectors, which includes technology, engineering and banking & finance. The Company's recruitment brands include Computer Futures, Progressive Recruitment, Real Staffing and Huxley. The Company’s other brands include Global Enterprise Partners, JP Gray, Madison Black and Newington International. The Company's markets include the United States, the Netherlands, Germany, the United Kingdom and Japan.
Wednesday Dec 14, 2022
Wednesday Dec 14, 2022
Secure Trust Bank CEO, David McCreadie gives an overview of this specialist lending business, which is also a regulated bank. David joined STB about three years ago, initially as a Non-Exec director, he took over as CEO two years ago and gives an update on what they've been doing, the strategy going forward and the impact of the current economic climate.
00:21 - STB overview
01:31 - Business units, who they lend to, risks and increasing interest rates:
01:39 - Retail Finance (33%);
03:19 - Vehicle Finance (12%);
05:58 - Business: Property Finance (42%)
07:36 - Business: Commercial Finance/ factor invoicing
10:07 - Growth strategy: new management, saving costs; digitisation & automation
13:46 - Financial targets
17:59 - Summary
Secure Trust Bank PLC is a United Kingdom-based retail bank. The Company's diversified lending portfolio focuses on two sectors: Business Finance through its Real Estate Finance and Commercial Finance divisions, and Consumer Finance through its Vehicle Finance and Retail Finance divisions. The Real Estate Finance division supports small and mid-size enterprises (SMEs) in providing finance principally for residential development and residential investment. The Commercial Finance division provides provision of invoice discounting and factoring to SME businesses. The Vehicle Finance division provides finance through motor dealerships, brokers, and Internet introducers and involves fixed rate, fixed term hire purchase, and personal contract purchase arrangements on used cars. The Retail Finance division includes lending products to in-store and online retailers to enable consumer purchases.
Wednesday Dec 14, 2022
Wednesday Dec 14, 2022
Begbies Traynor Executive Chairman, Ric Traynor and Group Finance Director, Nick Taylor, present interim results for the six months ended 31 October 2022. A strong first half performance and confidence in the full year outlook.
Ric Traynor, Executive Chairman
00:16 - Introduction to Begbies Traynor
01:15 - Highlights
Nick Taylor, Group Finance Director
02:09 - Financial overview
02:56 - Divisional growth
07:20 - Full year outlook
06:07 - Financial position
Ric Traynor, Executive Chairman
08:37 - Market position & Growth Opportunities
16:33 - Outlook
17:36 - Q&A
Begbies Traynor Group plc is a leading business recovery, financial advisory and property services consultancy, providing services nationally from a comprehensive network of UK locations. The group has over 1,000 partners and employees and our professional staff include licensed insolvency practitioners, accountants, chartered surveyors and lawyers.
The group's services include:
· Corporate and personal insolvency - we handle the largest number of corporate insolvency appointments in the UK, principally serving the mid-market and smaller companies.
· Financial advisory - Debt advisory, due diligence and transactional support, accelerated corporate finance, pensions advisory, business and financial restructuring, forensic accounting and investigations, finance broking.
· Corporate finance - buy and sell side support on corporate transactions.
· Valuations - valuation of property, businesses, machinery and business assets.
· Property consultancy, planning and management - building consultancy, commercial property management, specialist insurance and vacant property risk management, transport planning and design.
· Transactional services - sale of property, machinery and other business assets through physical and online auctions; business sales agency; commercial property agency.
Further information can be accessed via the group's website at www.begbies-traynorgroup.com/investor-relations.
Tuesday Dec 06, 2022
Tuesday Dec 06, 2022
IG Design Group management, Stewart Gilliland, Interim Exec Chairman, Paul Bal, CFO & Lance Burn, Interim COO, present interim results for the six months ended 30 September 2022.
Stewart Gilliland, Interim Exec Chairman
00:16 - Introduction
00:30 - HY2023 Developments
Paul Bal, CFO
02:57 - HY2023 Financial summary
07:43 - Category Performance
08:26 - Profit and Loss
10:57 - Adjusted operating profit evolution
13:08 - Cashflow
Lance Burn, Interim COO
14:12 - DG Americas update
19:16 - Turning around DG Americas
22:24 - DG International update
Stewart Gilliland, Interim Exec Chairman
26:26 - Summary and Outlook
27: 36 - Q&A
IG Design Group plc is a United Kingdom-based company that is engaged in the design manufacture and distribution of celebration, craft & creative play, stationery, gifting and not-for-resale consumable products. The Company is a producer of Celebrations products, including greetings cards, gift wrap, Christmas crackers, gift bags and partyware. The Company design, manufacture and sources a range of stationery products for consumers of all ages, for use in education, commercial and home settings. Its not-for-resale consumables product combines Polaris business with Paper Twist Handle Bags. The Company’s segments include DG Americas and DG International. The DG Americas segment includes overseas operations in Asia, Australia, the United Kingdom (UK), India and Mexico, and the United States companies. The DG International segment comprises the consolidation of the separately owned UK, European and Australian businesses.
Monday Dec 05, 2022
Monday Dec 05, 2022
Cerillion CEO, Louis Hall and CFO, Andrew Dickson, present final results for the year ended 30 September 2022. It was a record financial performance and the group is well placed for continued growth.
Louis Hall, CEO
00:16 - Introduction
00:55 - Overview of Cerrilion
08:14 - FY22 highlights
11:07 - Sales pipeline overview
Andrew Dickson, CFO
13:22 - Key KPI's
15:56 - FY22 financial highlights
19:07 - Cash geration
20:22 - Income statement
21:42 - Balance sheet
22:02 - Cash flow statement
Louis Hall, CEO
22:31 - Markets and channels
26:21 - Customer base
28:20 - Summary and outlook
28:45 - Q&A
Cerillion has a 23-year track record in providing mission-critical software for billing, charging and customer relationship management ("CRM"), mainly to the telecommunications sector but also to other markets, including utilities and financial services. The Company has c. 80 customer installations across c. 45 countries.
Headquartered in London, Cerillion has operations in Pune, India, where its Global Solutions Centre is located, as well as operations in Bulgaria, Belgium, Singapore and Australia .
The business was originally part of Logica plc before its management buyout, led by CEO, Louis Hall, in 1999. The Company joined AIM in March 2016.
Monday Dec 05, 2022
Monday Dec 05, 2022
MindGym CEO, Octavius Black and CFO, Dominic Neary, present interim results for the six months ended 30 September 2022, where significant momentum has driven growth.
Octavius Black, CEO
00:16 - Introduction
01:40 - The market opportunity
Dominic Neary, CFO
05:56 - H1 FY23 highlights
08:10 - Regional performance
10:48 - Cash flow
Octavius Black, CEO
11:35 - Framework agreements
14:26 - Behavioural change platform
18:57 - Product roadmap
19:11 - Performa
23: 14 - Diagnostics
26:05 - Wellworking
28:00 - Current trading and outlook
Mind Gym is a company that delivers business improvement solutions using scalable, proprietary products which are based on behavioural science. The Group operates in three global markets: business transformation, human capital management and learning & development .
Mind Gym is quoted on the London Stock Exchange Alternative Investment Market (ticker: MIND) and headquartered in London. The business has offices in London, New York and Singapore.
Further information is available at www.themindgym.com
Monday Dec 05, 2022
Monday Dec 05, 2022
Creightons management present interim results for the six months ended 30 September 2022.
Bernard Johnson, Group Managing Director
00:16 - Introduction
02:38 - Prioritised Outline Action plan
Eamon Murphy, Group Finance and Commercial Director
08:34 - Financial Highlights
11:55 - Operational highlights
13:24 - Revenue
13:56 - Operating Profit before exceptional costs
14:39 - Diluted EPS
15:07 - Net Cash Movement
16:01 - Working Capital
Martin Stephens, Managing Director - Manufacturing
16:23 - Manufacturing Summary
Pippa Clark, Global Marketing Director
22:24 - Division Performance
24:42 - Trading update
30:42 - Building Brands
36:42 - Driving for Growth
Bernard Johnson, Group Managing Director
40:36 - Outlook
42:49 - Q&A
Creightons Plc is a United Kingdom-based company that is engaged in the development, marketing and manufacture of toiletries and fragrances, which includes the development of brands. The Company's operations are organized into three business streams: branded business, private label business, and contract manufacturing business. Its own branded business, which develops, markets, sells and distributes products the Company has developed and owns the rights to or brands it has licensed. The brands in the branded business include Feather and Down, Balance Active and The Curl Company. The private label business focuses on private label products for high street retailers and supermarket chains, with most of the stock manufactured to forecast. The contract manufacturing business develops and manufactures products on behalf of third-party brand owners and manufactured to order. The Company offers a range of toiletries, skincare, hair care, fragrances, and home fragrances.
Friday Dec 02, 2022
Friday Dec 02, 2022
DSW management, James Dow, CEO and Nicole Burstow, CFO present interim results for the six-month period ended 30 September 2022.
James Dow, CEO
00:16 - Introduction
02:04 - Overview of DSW
04:30 - Investment case
Nicole Burstow, CFO
06:32 - Current Service lines and business model
12:59 - H1 FY23 Performance highlights
16:02 - H1 FY23 Income statement
19:06 - Cashflow statement
20:39 - Network KPI's
James Dow, CEO
22:20 - Profile Boost Post IPO
23:52 - ESG
25:13 - Opportunities for growth
31:23 - Summary and Outlook
33:38 - Q&A
About DSW Capital
DSW Capital, owner of the Dow Schofield Watts brand, is a profitable, fast growing, mid-market, challenger professional services network with a cash generative business model and scalable platform for growth. Originally established in 2002, by three KPMG alumni, DSW is one of the first platform models disrupting the traditional model of accounting professional services firms. DSW operates licensing arrangements with 20 licensee businesses with 97 fee earners, across seven offices in England and three in Scotland. These trade primarily under the Dow Schofield Watts brand.
DSW's vision is for the DSW Network to become the most sought-after destination for ambitious, entrepreneurial professionals to start and develop their own businesses. Through a licensing model, DSW gives professionals the autonomy and flexibility to fulfil their potential. Being part of the DSW Network brings support benefits in recruitment, funding and infrastructure. DSW's challenger model attracts experienced, senior professionals, predominantly with a "Big 4" accounting firm background, who want to launch their own businesses and recognise the value of the Dow Schofield Watts brand and the synergies which come from being part of the DSW Network.
DSW aims to scale its agile model through organic growth, geographical expansion, additional service lines and investing in "Break Outs" (existing teams in larger firms). The Directors are targeting high margin, complementary, niche service lines with a strong synergistic fit with the existing DSW Network.
Friday Dec 02, 2022
Friday Dec 02, 2022
ActiveOps management, CEO, Richard Jeffrey and CFO, Patrick Deller present interim results for the period ended 30 September 2023.
Richard Jeffrey, CEO
00:16 - Introduction to ActiveOps
04:36 - H1 FY23 Summary
Patrick Deller, CFO
07:05 - SaaS Revenues
08:25 - P&L performance
10:27 - EBITDA
11:33 - Cashflow
Richard Jeffrey, CEO
12:54 - Strategic Progress
15:34 - The World of work
16:39 - Recession performance
17:15 - Innovation
19:54 - Introducing: Smart Planning
20:37 - FY23 Priorities
22:12 - Outlook
ActiveOps is a leader in Management Process Automation (MPA), providing a SaaS platform to large enterprises with complex and often global back-offices. The Group's software and embedded back-office operations management methodology enables enterprises to adopt a data-driven, scientific approach to organising work and managing capacity.
The Group's enterprise platform comprises its MPA software products and AOM, the Group's operations methodology and framework for effective back-office management. Together, this combination of software and embedded methodology enables operations managers to balance the competing priorities of meeting service and quality standards while improving productivity and reducing cost.
As at 30 September 2022, the Group has 180 employees, serving its global customer base of over 80 enterprise customers from offices in the UK, Ireland, USA, Australia, India and South Africa. The Group's customers are predominantly in the banking, insurance and business process outsourcing (BPO) sectors, including Nationwide, TD Bank, Anthem Inc and DXC Technology.
Thursday Dec 01, 2022
Thursday Dec 01, 2022
Treatt management, Daemmon Reeve, CEO and Ryan Govender, CFO present full year results for the year ended 30 September 2022.
Daemmon Reeve, CEO
00:16 - Introduction
00:33 - Summary of the year
Ryan Govender, CFO
01:28 - August downgrade
04:00 - Future targets
04:40 - Income statement
Daemmon Reeve, CEO
05:58 - Sales performance
Ryan Govender, CFO
09:41 - Gross margin
10:27 - Administrative Expenses
11:46 - Cash flow
13:13 - 2023 Guidance
14:46 - Medium term financial metrics
Daemmon Reeve, CEO
16:07 - Return to Growth
17:11 - Market Insight
18:51 - Introduction of Coffee business
22:01 - Outlook
Treatt is a global, independent manufacturer and supplier of a diverse and sustainable portfolio of natural extracts and ingredients for the flavour, fragrance and multinational consumer product industries, particularly in the beverage sector. Renowned for its technical expertise and knowledge of ingredients, their origins and market conditions, Treatt is recognised as a leader in its field.
The Group employs approximately 400 staff in Europe, North America and Asia and has manufacturing facilities in the UK and US. Its international footprint enables the Group to deliver powerful and integrated solutions for the food, beverage and fragrance industries across the globe.
For further information about the Group, visit www.treatt.com.
Thursday Nov 17, 2022
Thursday Nov 17, 2022
SThree plc, the only global pure-play specialist staffing business focused on Science, Technology, Engineering and Mathematics ('STEM') skills, hosted the first in a series of investor briefings providing insight into the Group’s markets, strategy and operations. Here, CEO Timo Lehne and CFO, Andrew Beach cover the Group’s unique market position and long-term structural growth drivers.
Timo Lehne, CEO
00:16 Introduction
02:21 - SThree's unique model
Andrew Beach, CFO
05:09 - Ambitions for FY 2024
Timo Lehne, CEO
05:50 - Achieving these ambitions
06:58 - The global STEM market
08:32 - The demand for STEM skills
Andrew Beach, CFO
09:30 - Digitalisation
Christiane Hontheim, Client relationship manager
11:30 - SThree and Bosch
Andrew Beach, CFO
14:28 - Decarbonisation
16:35 - Research-led healthcare
Timo Lehne, CEO
18:27 - Demographic changes
20:20 - Shifting attitudes to work
Andrew Beach, CFO
22:20 - Flexible Talent
Andreas Lehr, Programme manager, Akzonobel
25:31 - Working with SThree
Andrew Beach, CFO
29:00 - Performance
Timo Lehne, CEO
30:28 - Discipline and focus
31:03 - Market investment model
33:41 - Positioned to win in a changing world
35:20 - SThree video
SThree plc brings skilled people together to build the future. We are the only global STEM specialist talent partner focused on roles in Science, Technology, Engineering and Mathematics (‘STEM’), providing permanent and flexible contract talent to a diverse base of over 8,000 clients across 14 countries. Our Group’s c.2,900 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the Premium Segment of the London Stock Exchange’s Main Market, trading with ticker code STEM.
Wednesday Nov 16, 2022
Wednesday Nov 16, 2022
DotDigital CEO, Milan Patel and CFO, Alistair Gurney give an overview of the results for the period ended 30 June 2022.
Milan Patel, CEO
00:16 - Summary of the year
01:48 - Operational progress
04:32 - The Market
Alistair Gurney, CFO
06:04 - First impressions
07:04 - Financial Highlights
Milan Patel, CEO
08:10 - Outlook
Dotdigital Group Plc is a United Kingdom-based company that is engaged in providing intuitive software as a service (SaaS) via an omnichannel marketing automation and customer engagement platform services to digital marketing professionals. The Company's dotdigital Engagement Cloud is a SaaS marketing platform that enables companies to create, test and send data-driven automated campaigns across channels, including email, SMS, social, advertising, mobile, Web and offline. The Company’s technology integrates with e-commerce and customer relationship management (CRM) platforms to create a robust marketing engine that supports insight-driven activities and improves business growth. The Company operates primarily in Europe, Middle East, and Africa (EMEA), North America and Asia-Pacific (APAC). The Company's subsidiaries include Dotdigital EMEA Limited, Dotdigital Inc, Dotdigital APAC Pty Limited, Dotdigital B.V. and others.
Monday Nov 14, 2022
Monday Nov 14, 2022
Tracsis CEO, Chris Barnes and CFO, Andy Kelly, present full-year 2022 results for the period ended 31 July 2022, followed by investor questions.
In summary, Chris Barnes says, "I am pleased with the progress the Group has made this year in executing its growth strategy.
We have delivered a financial performance aligned to our long-term strategic growth plan, with high levels of organic and acquisitive growth. Our Rail Technology and Services Division has won several multi-year software contracts, and in Data, Analytics, Consultancy and Events we have seen a strong post-Covid recovery in activity levels.
We have a growing pipeline of opportunities in both Divisions, and we have expanded our addressable markets including our first direct entry into the large and growing North America rail market with the acquisition of RailComm. The post-acquisition performance of this business has been particularly pleasing, with good revenue and profit performance, new orders secured for its core products, and an encouraging level of interest in products from elsewhere in the Group that are already well established in the UK. These opportunities leave us well placed to deliver further growth.
The UK rail industry's transition to a new Great British Railways structure is ongoing and the overall objective is to create a data-driven, customer-focused, safety-critical future for the industry. Digital transformation will play a significant role in the industry's transition and our range of rail technology products and services is well-placed to help the rail industry deliver operational performance improvements and efficiency savings.
We continue to invest in implementing a more integrated operating model to help us to execute our growth strategy. I was particularly pleased to see the launch of the OneTracsis leadership development programme during the year, which is an important initiative as part of our commitment to investing in developing our people and growing the next generation of leaders in our business. We are also making good progress in implementing a single groupwide IT operating model, under the direction of an experienced technology leader who has been recruited to further enhance senior management bandwidth.
Tracsis is fully committed to delivering sustainable growth that benefits the communities in which we, and our customers, operate. The Group's products and services are well aligned with this vision, and support our customers in delivering positive environmental and social outcomes. This year we have formalised our sustainability strategy and set ourselves the ambition of being carbon neutral by 2030 for scope 1 and scope 2 emissions from Tracsis operations.
Q1 trading is in line with the Board's expectations. We are confident that there are strong growth prospects for all parts of our Group and therefore remain committed to implementing our overall strategic growth and investment plans. We will continue to pursue organic and acquisitive growth supported by a strong balance sheet."
Chris Barnes, CEO
00:17 Introduction
00:54 About Tracsis
02:15 FY22 highlights
04:59 Operational improvements
Andy Kelly, CFO
08:11 Financial highlights
09:57 Revenue
13:18 Income statement
15:25 Cashflow
Chris Barnes, CEO
17:11 Growth strategy update
18:55 Operational performance software
21:06 Remote condition monitoring
22:51 Smart ticketing & delay repay
24:02 Risk management/safety software
25:06 Data analytics & GIS
Andy Kelly, CFO
26:20 North America
28:01 Growth opportunities
30:59 Addressable market
31:46 ESG
Chris Barnes, CEO
33:14 Outlook – Rail
36:05 Outlook – Smart ticketing
37:36 Conclusion
38:53 Q&A
Demonstration videos of the Group's TRACS Enterprise, Remote Condition Monitoring, Smart Ticketing, and Safety and Risk Management rail technology products are available to view here: https://tracsis.com/investors/investors-day/rail-technology-product-demonstration-for-investors/
Tracsis plc is a United Kingdom-based technology company engaged in providing software and hardware products, and consultancy services for the rail industry. The Company is also engaged in the business of providing data capturing, data analytics, and event transport planning and management services across the transport industry. The Company’s segments include Rail Technology & Services and Data, Analytics, Consultancy & Events. The Rail Technology & Services segment includes operational performance software, remote condition monitoring hardware and software, risk management and safety software and smart ticketing and customer experience software. The Data, Analytics, Consultancy & Events segment offers traffic data collection and event planning & traffic management, and data and analytics and consultancy services. The Company offers a range of products and services for the rail industry, such as software, hosting services, remote condition monitoring.
https://tracsis.com/investors/
Wednesday Nov 09, 2022
Wednesday Nov 09, 2022
Aquis Exchange PLC, the exchange services group, Capital Markets Day for analysts and investors to learn more about the evolution of the Group's strategy and ambition with a focus on its state of the art exchange trading technology.
Glen Collinson, Non-Executive Chairman
00:16 - Introduction
Alasdair Haynes, CEO
03:50 - The Evolution of Aquis Exchange PLC
Richard Fisher, CFO
17:09 - The Revenue Story
Adrian Ip, Managing Director
21:53 - Next generation stock exchange.
David Stevens, Chief Revenue Officer
37:30 - AQX
David Stevens, Chief Revenue Officer & Philip Olm, General Counsel
47:50 - AQSE
Alasdair Haynes, CEO
56: 08 - Conclusion
About Aquis Exchange PLC
Aquis Exchange PLC and its subsidiaries are an exchange services group, which operate a pan-European cash equities trading businesses (Aquis Exchange), a growth and regulated primary market (Aquis Stock Exchange/AQSE) and develop/license exchange software to third parties (Aquis Technologies).
Aquis Exchange is authorised and regulated by the UK Financial Conduct Authority and France's Autorité des Marchés Financiers to operate Multilateral Trading Facility businesses in the UK/Switzerland and in EU27 respectively. Aquis Exchange operates lit and dark order books, covering 16 European markets. For its lit books, Aquis Exchange uses a subscription pricing model which works by charging users according to the message traffic they generate, rather than a percentage of the value of each stock that they trade and does not allow aggressive non-client proprietary trading, which has resulted in lower market impact and signalling risk on Aquis Exchange than other trading venues in Europe.
Aquis Stock Exchange (AQSE) is a stock market providing primary and secondary markets for equity and debt products. It is authorised as a Recognised Investment Exchange, which allows it to operate a regulated listings venue. The AQSE Growth Market is divided into two segments 'Access' and 'Apex', with different levels of admission criteria. The Access market focuses on earlier stage growth companies, while Apex is the intended market for larger, more established businesses.
Aquis Technologies is the software and technology division of Aquis Exchange PLC. It creates and licenses cutting-edge, cost-effective matching engine and trade surveillance technology for banks, brokers, investment firms and exchanges.
Aquis Exchange PLC is quoted on the Aquis Stock Exchange and on the Alternative Investment Market of the LSE (AIM) market. For more information, please go to www.aquis.eu
Wednesday Nov 09, 2022
Wednesday Nov 09, 2022
Tracsis CEO, Chris Barnes and CFO, Andrew Kelly, give an overview of the Full Year results for the period ended 31 July 2022.
Chris Barnes, CEO
00:20 Overview of the year
Andrew Kelly, CFO
01:40 Financial highlights
Chris Barnes, CEO
04:36 Operational progress
Andrew Kelly, CFO
06:50 RailComm acquisition
Chris Barnes, CEO
08:16 Outlook
Tracsis plc is a United Kingdom-based technology company engaged in providing software and hardware products, and consultancy services for the rail industry. The Company is also engaged in the business of providing data capturing, data analytics, and event transport planning and management services across the transport industry. The Company’s segments include Rail Technology & Services and Data, Analytics, Consultancy & Events. The Rail Technology & Services segment includes operational performance software, remote condition monitoring hardware and software, risk management and safety software and smart ticketing and customer experience software. The Data, Analytics, Consultancy & Events segment offers traffic data collection and event planning & traffic management, and data and analytics and consultancy services. The Company offers a range of products and services for the rail industry, such as software, hosting services, remote condition monitoring.
Tuesday Oct 25, 2022
Tuesday Oct 25, 2022
Eneraqua Technologies, a specialist provider of energy and water efficiency solutions, present the interim results for the six months ended 31 July 2022, by Mitesh Dhanak, CEO & Iain Richardson, CFO.
They see a 92% uplift in H1 revenue and full revenue cover for FYJan23, whilst their investment in people and infrastructure underpins their growth strategy.
Mitesh Dhanak, CEO
00:16 - Introduction
00:32 - Executive Summary
01:29 - Overview of Eneraqua Technologies
02:12 - Technology IP
03:49 - Growth drivers
08:11 - Operational and Strategic highlights
Iain Richardson, CFO
09:37 - Financial highlights
11:37 - Group Revenue
12:50 - Income statement
14:19 - Balance sheet
16:15 - Cashflow
16:24 - Key commercial risks and mitigation
Mitesh Dhanak, CEO
17:14 - Investing in people
18:35 - Cenergist Energy & Cenergist water
Iain Richardson, CFO
23:33 - Growth Strategy
Mitesh Dhanak, CEO
24:56 - Summary and Outlook
Eneraqua Technologies (AIM:ETP) is a specialist in energy and water efficiency. The Group designs and delivers improved energy and water systems which utilise its wholly owned intellectual property, Control Flow HL2024. Energy was the first market the Company entered and this is the larger sector, with the Company focused on clients with end of life gas, oil or electric heating and hot water systems. The Group provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support Net Zero and decarbonisation goals.
Water is a growing service offering focused on water efficiency upgrades for utilities and commercial clients including hotels and care homes. It has also expanded into agritech systems.
The activities in both areas are underpinned by the Company's wholly-owned intellectual property, the Control Flow HL2024 family of products which reduce water wastage and improve the performance of heating and hot water systems.
The Company's main country of operation is the United Kingdom. The Company's head office is in London with additional offices in Leeds, Washington (Sunderland), India, Spain and the Netherlands. The Company has 144 employees, with the majority employed within the UK. Eneraqua Technologies has received the London Stock Exchange's Green Economy Mark.
To find out more, please visit: www.eneraquatechnologies.com
Tuesday Oct 18, 2022
Tuesday Oct 18, 2022
Sosandar’s Joint CEOs, Julie Lavington, Ali Hall and CFO, Steve Dilks outline the H123 highlights followed by questions.
00:18 Introduction and overview, Julie Lavington, Joint CEO
01:23 Strategy highlights, Ali hall, Joint CEO
02:56 Macroeconomic backdrop, Julie Lavington, Joint CEO
04:14 Financial overview, Steve Dilks, CFO
06:26 Outlook, Julie Lavington, Joint CEO
07:25 Questions
Sosandar is one of the fastest growing women's fashion brands in the UK targeting style conscious women who have graduated from price-led alternatives. The Company offers this underserved audience fashion-forward, affordable, quality clothing to make them feel sexy, feminine, and chic. The business sells predominantly own-label exclusive product designed in-house.
Sosandar's product range is diverse, providing its customers with an array of choice for all occasions across all women's fashion categories. The company sells through Sosandar.com and has brand partnerships in place with Next, John Lewis, Marks & Spencer, The Very Group and N Brown.
Sosandar's strategy is to continue growing brand awareness and expand its customer database, whilst also further driving its high levels of customer retention. This is achieved through its exceptional products, seamless customer experience and impactful, lifestyle marketing activities all of which is underpinned by combining innovation with data analysis.
Sosandar was founded in 2016 and listed on AIM in 2017. More information is available at www.sosandar-ir.com
Tuesday Oct 11, 2022
Tuesday Oct 11, 2022
Eneraqua CEO, Mitesh Dhanak, and CFO, Iain Richardson, present an overview of the interim results for the six months ended 31 July 2022.
Mitesh Dhanak, CEO
00:25 Executive summary
Iain Richardson, CFO
01::25 Financial highlights
Mitesh Dhanak, CEO
02:34 Strategy update
05:44 The outlook
Eneraqua Technologies (AIM:ETP) is a specialist in energy and water efficiency. The Group designs and delivers improved energy and water systems which utilise its wholly owned intellectual property, Control Flow HL2024. Energy was the first market the Company entered and this is the larger sector, with the Company focused on clients with end of life gas, oil or electric heating and hot water systems. The Group provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support Net Zero and decarbonisation goals.
Water is a growing service offering focused on water efficiency upgrades for utilities and commercial clients including hotels and care homes. It has also expanded into agritech systems.
The activities in both areas are underpinned by the Company's wholly-owned intellectual property, the Control Flow HL2024 family of products which reduce water wastage and improve the performance of heating and hot water systems.
The Company's main country of operation is the United Kingdom. The Company's head office is in London with additional offices in Leeds, Washington (Sunderland), India, Spain and the Netherlands. The Company has 116 employees, with the majority employed within the UK. Eneraqua Technologies has received the London Stock Exchange's Green Economy Mark.
To find out more, please visit: www.eneraquatechnologies.com
Monday Oct 10, 2022
Monday Oct 10, 2022
University undergraduates pitch their best UK small-cap stock pick to leading Fund Managers Andy Brough, Schroders, Judith MacKenzie, Downing, and Stephen English, Stellar Asset Management.
Who sells it to the City and wins The Day in the Life of a Fund Manager with Schroders, Andy Brough?
Here, one of Schroders’ stocks, CPP, comes under scrutiny and Andy gives his comments. There is lots of banter between the fund managers. All the presentations are excellent, with wonderful education and insight from the Fund Managers with the suggestions of elements which would strengthen their investment case.
00:18 Introduction
02:20 Ralph Atkinson, Twikker Fund, Sheffield University pitches CPP (CPP)
12:30 Q&A CPP (CPP)
26:19 Kai Pannwitz, St Andrews University pitches Vector Capital (VCAP)
35:18 Q&A Vector Capital (VCAP)
47:30 Rachel Lyu, Cutty Sark Investment Society, Clare College, Cambridge University pitches Norcros (NXR)
56:52 Q&A Norcros (NXR)
01:12:50 The scores and the Winner
Many thanks to both the undergraduates and the Fund Managers for their time and effort on this. Please get in touch if you are an undergraduate who would be interested to take part in Sell it to The City, contact us here.
You will find many more educational videos from Fund Managers’ stock selection to successful HNW investors winning formulas here.
Friday Oct 07, 2022
Friday Oct 07, 2022
Vertu Motors Chief Executive, Robert Forrester and CFO, Karen Anderson, present interim results for the six months ended 31 August 2022, where they anticipate the full year profits to be ahead of expectations.
Robert Forrester, CEO
00:16 - Introduction
00:25 - Vertu Motors at a glance
01:19 - Highlights
02:57 - Financial KPI's
Karen Anderson, CFO
03:42 - Income statement
04:27 - Profit Bridge
05:24 - Inflationary headwinds and Energy Costs
08:52 - Cash Flow
09:26 - Capital Allocation Discipline
10:31 - Balance Sheet
Robert Forrester, CEO
11:58 - Group Strategy
12:53 - Market Trends
15:16 - Sales & Aftersales Performance
19:10 - Digitalisation
20:51 - Colleague Focus
22:53 - Current Trading and Outlook
25:23 - Summary
26:04 - Q&A
Vertu Motors plc is an automotive retailer in the United Kingdom. The Company operates franchised motor dealerships offering sale, servicing, parts and bodyshop facilities for new and used car and commercial vehicles. The Company operates many of its dealerships as Bristol Street Motors. It also operates a range of franchise dealerships, such as Volkswagen, Land Rover, Audi, Mercedes-Benz and Jaguar. The Company offers products, such as new and used cars, vans, trucks, motorcycles, fleet vehicles, and parts and accessories. It also specializes in the online sale of car wiper blades and other associated products. Its brands include Bristol Street Motors, Macklin Motors, Vertu Motors, Car Credit Assured, What Car? Leasing, Vertu Lease Cars, Vansdirect, The Taxi Centre and Ace Parts. The Company operates approximately 160 franchised and four non-franchised operations across England and Scotland.
Tuesday Oct 04, 2022
Tuesday Oct 04, 2022
Judges Scientific’s CEO, David Cicurel, Group FD, Brad Ormsby and COO, Mark Lavelle present Interim results for the six months ended 30 June 2022. It was a period where Recovery continued with a large order book (21.3 weeks) and where their largest acquisition was completed. Further, there was a 16% increase to interim dividend.
David Cicurel, CEO
00:16 - Introduction
00:28 - About Judges Scientific
04:29 - The Judges Group
04:48 - Snapshot of Group customers
05:43 - Key messages
Brad Ormsby, CFO
08:21 - Financial Highlights
13:03 - Group Performance
13:58 - Order intake
16:09 - Profit Bridge
18:05 - Return on Invested Capital
19:31 - Diversification
20:00 - Financial history
21:03 - Refinancing of Banking facilities
David Cicurel, CEO
22:54 - Acquisition Criteria
24:59 - Geotek Aquisition
30:13 - Further Investments
Mark Lavelle, COO
31:22 - Post Aquisition initiatives
David Cicurel, CEO
38:35 - Outlook
40:22 - Investment Case
41:17 - Q&A
Judges Scientific plc is a United Kingdom-based company, which is focused on acquiring and developing companies within the scientific instrument sector. The Company operates through two segments: Materials Sciences and Vacuum. Its companies are primarily United Kingdom-based with products sold worldwide to a diverse range of markets, including higher education institutions, the scientific communities, manufacturers and regulatory authorities.
Thursday Sep 29, 2022
Thursday Sep 29, 2022
GetBusy management present a detailed insight into the Company, its products and its proven strategy for growth.
Dr Miles Jakeman, Non-Executive Chairman
00:16 - Introduction
00:48 - About GetBusy
Daniel Rabie, CEO
05:05 - Overview
Paul Haworth, CFO
12:51 - The markets GetBusy serve
Dania Buchanan, President, SmartVault
18:50 - Overview of SmartVault
Tracey Nichols, HFL Accountants
36:30 - A Smartvault customer journey
David Owen, Global Co-Head of Virtual Cabinet
00:52:42 - Overview of Virtual Cabinet
Deborah Baxter, CEO, Turnkey
01:24:19 - The Insolvency Marketplace and Virtual Cabinet
01:38:57 - Part 1 Q&A
Daniel Rabie, CEO
01:50:54 - Emerging products and long term growth
Jason Ross, Global Co-Head of Workiro
01:53:30 - Overview of Workiro
Paul Hawoth, CFO
02:09:23 - Overview of Certified Vault
Daniel Rabie, CEO
02:18:35 - People and Culture
Paul Hawoth, CFO
02:35:41 - GetBusy's ambition
2:43:30 - Part 2 Q&A
About GetBusy
GetBusy's specialist productivity software solutions enable growing businesses to work securely and efficiently with their customers, suppliers and teams anytime, anywhere. Our solutions can be delivered flexibly across cloud, mobile, hosted and on-premise platforms, whilst integrating seamlessly with a wide variety of other class-leading core business systems.
With over 74,000 paying users across multiple market sectors and jurisdictions, GetBusy is an established and fast-growing SaaS business delivering sustained double-digit growth in high-quality recurring subscription revenue over the long term.
Further information on the Group is available at www.getbusyplc.com
Wednesday Sep 28, 2022
Wednesday Sep 28, 2022
EMIS Group’s CEO, Andy Thorburn and CFO, Peter Southby, present 2022 half year results for the six months ended 30 June 2022. Andy Thorburn also gives an overview of the recommended acquisition of EMIS Group. A positive first half with strong underlying organic growth.
Andy Thorburn, CEO
00:18 Introduction
Peter Southby, CFO
00: 41 Financial Highlights
02:07 Income statement
03:20 Segmental analysis
04:21 Revenue analysis
05:25 Cash flow
06:19 Balance sheet
Andy Thorburn, CEO
07:17 Recommended acqusition of EMIS Group
06:59 Operational highlights
10:55 Outlook
EMIS Group is the UK leader in connected healthcare software and systems. Its solutions are widely used across every major UK healthcare setting. EMIS Group’s aim is to join up healthcare through innovative technology, helping to deliver better health outcomes to the UK population, supporting longer and healthier lives.
EMIS Group has two core business segments: EMIS Health and EMIS Enterprise.
EMIS Health is a supplier of innovative integrated care technology to the NHS, including primary, community, acute and social care.
EMIS Enterprise is focussed on growth in the business-to-business technology sector within the healthcare market, including management of medicines, partner businesses, patient-facing services and analytics.
Tuesday Sep 27, 2022
Tuesday Sep 27, 2022
LCM management Patrick Moloney, CEO and Mary Gangemi, CFO, present full year 2022 results for the period ended 30th June 2022. They delivered improved underlying performance and maintained momentum across their KPIs, while driving meaningful growth in their fund management business.
Patrick Moloney, CEO
00:16 - FY22 Highlights
Mary Gangemi, CFO
07:52 - FY22 Financial highlights
10:07 - Balance Sheet overview
10:55 - Cashflow movements
Patrick Moloney, CEO
11:36 - Current portfolio of direct investments
13:42 - Overview of Funds
16:43 - Average time to completion
20:21 - Portfolio performance
22:29 - Business fundamentals
26:34 - Return on invested capital and reinvestment
27:57 - Progress of investment portfolio
29:52 - Outlook
35:20 - Q&A
Litigation Capital Management (LCM) is a global provider of disputes finance. LCM provides capital and risk management services into the disputes market including insolvency, commercial disputes, arbitral disputes, class actions and corporate portfolios.
LCM has an unparalleled track record, driven by effective project selection, active project management and robust risk management.
Current headquartered in Sydney, with offices in London, Singapore, Brisbane and Melbourne, LCM listed on AIM in December 2018, trading under the ticker LIT.
www.lcmfinance.com
Monday Sep 26, 2022
Monday Sep 26, 2022
The Property Franchise Group CEO, Gareth Samples, and CFO, David Raggett present interim results for the period ended 30 June 2022. They anticipate full year results will be in line with market expectations.
Gareth Samples, CEO
00:16 - Overview of The Property Franchise Group
02:09 - Summary of the Period
David Raggett, CFO
03:51 - Financial Overview
08:16 - Adjusted operating margin
09:24 - Revenue
11:21 - Group MSF split
13:23 - EweMove
Gareth Samples, CEO
13:54 - Market update
18:00 - How are The Property Franchise Group positioned?
20:19 - Executive team
23:08 - Strategic Growth initiatives
28:00 - Outlook
30:00 - Q&A
About The Property Franchise Group PLC:
The Property Franchise Group PLC (AIM: TPFG) is the largest property franchisor in the UK and manages the second largest estate agency network and portfolio of lettings properties in the UK.
The Company was founded in 1986 and has since grown to a diverse portfolio of nine brands operating throughout the UK, comprising longstanding high-street focused brands and a hybrid, no sale no fee agency.
The Property Franchise Group's brands are Martin & Co, EweMove, Hunters, CJ Hole, Ellis & Co, Parkers, Whitegates, Mullucks & Country Properties.
Headquartered in Bournemouth, UK, the Company was listed on AIM on the London Stock Exchange in 2013. More information is available at
www.propertyfranchise.co.uk
Monday Sep 26, 2022
Monday Sep 26, 2022
CT Automotive Executive Chairman, Simon Phillips, CEO, Scott McKenzie, COO, Stuart Lorraine and CFO, David Wilkinson present the half year results for the period ended 30 June 2022, which shows revenues ahead in H1 and production recovery gaining momentum.
Simon Phillips, Exexutive Chairman
00:17 - Introduction
00:54 - H1 22 highlights
02:15 - Growth Progress
Scott McKenzie, CEO
05:00 - Increasing visibility
06:00 - UK plant closure
06:53 - China update
Stuart Lorraine, COO
08:44 - Improvement initiatives
David Wilkinson, CFO
13:06 - Income Statement
14:49 - Balance Sheet
Scott McKenzie, CEO
15:54 - Outlook
Simon Phillips, Exexutive Chairman
17:25 - Summary
About CT Automotive
CT Automotive is engaged in the design, development and manufacture of bespoke automotive interior finishes (for example dashboard panels and fascia finishes) and kinematic assemblies (for example air registers, arm rests, deployable cup holders and storage systems), as well as their associated tooling, for the world's leading automotive original equipment suppliers ("OEMs") and global Tier One manufacturers.
The Group is headquartered in the UK with a low-cost manufacturing footprint. Key production facilities are located in Shenzhen and Ganzhou, China complemented by additional manufacturing facilities in Turkey and the Czech Republic.
CT Automotive's operating model enables it to pursue a price leadership strategy, supplying high quality parts to customers at a lower overall landed cost than competitors. This has helped the Group build a high-quality roster of OEM end customers, both directly and via Tier One suppliers including Faurecia and Marelli. End customers include volume manufacturers, such as Nissan, and luxury car brands such as Bentley and Lamborghini. In addition, the Group supplies electric car manufacturers, including Lucid.
The Group currently supplies component part types to over 47 different models for 19 OEMs. Since its formation, the Group has been the only significant new entrant into the market, which is characterised by high barriers to entry.
Friday Sep 23, 2022
Friday Sep 23, 2022
Eagle Eye's CEO, Tim Mason and CFO, Lucy Sharman-Munday present the full year results for the period ended 30 June 2022. An exceptional year of growth, creating value for some of the largest retailers in the world.
"The prospects for Eagle Eye are increasingly positive and we have entered FY23 in a very strong position with considerable momentum across the business. We have a substantial addressable market, high profile customers in multiple geographies, a proven offering and a high-quality business model driving growth in revenue and profits and generating cash. These factors, coupled with our strong new business pipeline, and growing international opportunity, underpin the Board's confidence in the long-term success of Eagle Eye."
Tim Mason, Chief Executive Officer
00:18 Introduction
01:35 The team
03:30 Our customer promise
04:30 What EYE provides
06:32 The opportunity and competitive strength
Lucy Sharman-Munday, Chief Financial Officer
07:55 Financial review
16:45 Committed to ESG
Tim Mason, Chief Executive Officer
19:18 Strategic update
23:30 Growing US & expansion into new geographies
27:39 Customer-focused innovation
30:56 Summary and outlook
Eagle Eye is a leading SaaS technology company transforming marketing by creating digital connections that enable personalised performance marketing in real time through coupons, loyalty, apps, subscriptions and gift services.
Eagle Eye AIR enables the secure issuance and redemption of digital offers and rewards at scale, across multiple channels, enabling a single customer view. We create a network between merchants, brands and audiences to enable customer acquisition, interaction and retention at lower cost whilst driving marketing innovation.
The Company's current customer base comprises leading names in UK Grocery, Retail, Leisure and Food & Beverage sectors, including Asda, Sainsbury's, Tesco, Waitrose and John Lewis & Partners, Virgin Red, JD Sports, Pret A Manger, Greggs, Mitchells & Butlers, PizzaExpress; in North America, Loblaws, Shoppers Drug Mart, Southeastern Grocers and Staples US Retail and in Australia & New Zealand, Woolworths Group and The Warehouse Group.
Wednesday Sep 21, 2022
Wednesday Sep 21, 2022
Jack Cooney, CEO, John Yuncza, President and Vincenzo LiCausi, CFO, present Somero's Interim Results for the six months ended June 30, 2022. A Record H1 revenue driven by continued strength in the US market.
Jack Cooney, CEO
00:16 - Introduction
00:28 - H1 2022 Highlights
John Yuncza, President
01:39 - Financial highlights
02:51 - Sales by territory & product
Enzo Licausi, CFO
06:50 - Operating results
08:00 - Financial position
08:47 - Cashflows
John Yuncza, President
09:45 - 2022 Outlook
12:29 - Long term growth strategy
13:38 - New products
15:36 - International growth
15:52 - Q&A
Somero Enterprises provides industry-leading concrete-levelling equipment, training, education, and support to customers in over 90 countries. The Company's cutting-edge technology allows its customers to install high-quality horizontal concrete floors faster, flatter and with fewer people. Somero equipment that incorporates laser-technology and wide-placement methods is used to place and screed the concrete slab in all building types and has been specified for use in a wide range of commercial construction projects for numerous global blue-chip companies.
Somero pioneered the Laser Screed® market in 1986 and has maintained its market-leading position by continuing to focus on bringing new products to market and developing patent-protected proprietary designs. In addition to its products, Somero offers customers unparalleled global service, technical support, training, and education, reflecting the Company's emphasis on helping its customers achieve their business and profitability goals, a key differentiator to its peers.
For more information, visit www.somero.com
Tuesday Sep 20, 2022
Tuesday Sep 20, 2022
Made Tech Group plc is a leading provider of digital, data and technology services to the UK public sector. Rory MacDonald, CEO and Debbie Lovegrove, CFO, present final results for the year to 31 May 2022, which show significant growth in revenue and profit and significant opportunities ahead.
Rory MacDonald, CEO
00:16 - Introduction & Agenda
00:52 - FY22 Highlights
03:46 - Offerings and Capabilities
06:06 - Clients
07:54 - Market Opportunity
10:24 - People
Debbie Lovegrove, CFO
14:40 - Financial Highlights
16:32 - Revenue and EBITDA
18:24 - Long-term Visibility
18:57 - P&L Summary
19:37 - Balance Sheet
20:20 - Cashflow
20:55 - Forward Guidance
Rory MacDonald, CEO
23:02 - Strategic overview
23:30 - Growth
26:29 - Operations
27:08 - People
27:33 - Outlook
28:42 - Q&A
Made Tech is a high-growth provider of digital, data and technology services to the UK public sector. Founded in 2008 and with a headcount of over 470 people across multiple UK locations, Made Tech provides services that enable central government, healthcare and local government organisations to digitally transform.
Tuesday Sep 20, 2022
Tuesday Sep 20, 2022
Full-year profit performance expected to be ahead of consensus. Timo Lehne, CEO & Andrew Beach, CFO outline the Q3 trading update to analysts.
00:00 - Opener
Timo Lehne, CEO
00:17 - Introduction
00:30 - Highlights and Overview
Andrew Beach, CFO
01:56 - Financial Highlights
02:14 - Per sector growth
05:04 - Headcount and Productivity
05:59 - Balance Sheet
Timo Lehne, CEO
06:14 - Outlook
SThree plc brings skilled people together to build the future. We are the only global pure-play specialist staffing business focused on roles in Science, Technology, Engineering and Mathematics (‘STEM’), providing permanent and flexible contract talent to a diverse base of over 8,000 clients across 14 countries. Our Group’s c.2,900 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the Premium Segment of the London Stock Exchange’s Main Market, trading with ticker code STEM.
Tuesday Sep 20, 2022
Tuesday Sep 20, 2022
Litigation Capital Management overview of the full year period ending 30 June 2022, given by Patrick Maloney, CEO.
00:23 Hightlights of the year
03:53 Financial highlights
05:18 Business model
07:14 Building scale
08:48 Outlook
Litigation Capital Management (LCM) is a global provider of disputes finance. LCM provides capital and risk management services into the disputes market including insolvency, commercial disputes, arbitral disputes, class actions and corporate portfolios.
LCM has an unparalleled track record, driven by effective project selection, active project management and robust risk management.
Current headquartered in Sydney, with offices in London, Singapore, Brisbane and Melbourne, LCM listed on AIM in December 2018, trading under the ticker LIT.
Friday Sep 09, 2022
Friday Sep 09, 2022
Quixant, a leading provider of innovative, highly engineered technology products principally for the global gaming and broadcast industries, presents its unaudited interim results for the six months ended 30 June 2022 to analysts.
The first half has yielded triple-digit profit growth, which supports the recent full year upgrade.
Jon Jayal, CEO commented: "I am delighted to report on continued excellent trading momentum across all business units, reflecting the widespread demand for our products, the depth and resilience of our customer relationships and our success in navigating the challenging supply environment. The strength of trading in the first half, combined with ongoing healthy order intake gave us confidence to upgrade our full year expectations for 2022 in July.
These trading results support the decision to commit capital to the strategic stock purchase programme in January 2021, which we believe continues to give us a competitive advantage, despite resulting in a cash outflow during the first half.
A strong start to the second half combined with our strength of order coverage gives us a high degree of confidence in meeting the upgraded full year market expectations and we continue to see compelling opportunities for long-term growth in the business through disciplined execution of our strategy."
Jon Jayal, CEO
00:16 - Introduction and Overview
02:06 - The Gaming market
03:27 - Densitron
04:32 - H1 22 Highlights
Johan Olivier, CFO
06:40 - Financial Highlights
07:49 - Revenue Growth
08:42 - Growth across divisions
09:50 - Gross margin
11:02 - Profit growth
12:20 - Working capital investment
Jon Jayal, CEO
13:28 - Recovery of the gaming market
15:45 - Quixants offering
16:55 - Densitron's progress and growth
19:56 - Group growth strategy
21:15 - Growth strategy
22:28 - Q&A
About Quixant
Quixant, founded in 2005, designs and manufactures highly optimised computing solutions and monitors principally for the global gaming and broadcast industries. The Company is headquartered in Cambridge in the UK, with offices throughout Europe, North America and Asia. Quixant has its own manufacturing and engineering operation based in Taiwan and software engineering and customer support teams based in Italy and Slovenia. All the specialised products software and manufacturing are produced in-house and Quixant owns all its own IP, some of which is protected by patents and design rights.
In November 2015 Quixant acquired Densitron Technologies plc. Densitron has a strong heritage in the sale of electronic display solutions to global industrial markets. Through Densitron's experienced sales team, Quixant has a robust platform to build its business into wider industrial markets. In-depth information on the Company's products, markets, activities and history can be found on the corporate website at www.quixant.com.
Friday Sep 09, 2022
Friday Sep 09, 2022
The Pebble Group, a leading provider of digital commerce, products and related services to the global promotional products industry, presents results for the six months ended 30 June 2022.
Having achieved strong year on year growth in HY 22, the Board is confident that for the year ending 31 December 2022 ("FY 22") the Group is expected to deliver another record year of results and will be at least in line with recently upgraded market expectations.
Chris Lee, CEO
00:17 - Introduction
00:43 - The Promotional products market
02:58 - An overview of the Pebble Group
03:48 - Half Year 22 highlights
Claire Thomson, CFO
04:41 - HY 22 Highlights and KPI's
05:12 - Key financial dynamics
05:36 - Income statement
06:34 - Cash flow
06:58 - Balance Sheet
07:25 - Segmental Analysis for Facilisgroup
Chris Lee, CEO
08:04 - Recurring Revenues
08:46 - Partner Activity
09:32 - Facilisgroup business model
12:49 - Ecommerce
13:41 - Milestones and Aspirations
14:56 - Growth
Claire Thomson, CFO
15:55 - Segmental Analyis for Brand Addition
16:44 - Revenue Diversity
17:04 - Growth of Brand addition
Chris Lee, CEO
18:11 - ESG
19:39 - Group Outlook
21:15 - Q&A
The Pebble Group is a provider of digital commerce, products and related services to the global promotional products industry, comprising two differentiated businesses, Facilisgroup and Brand Addition, focused on specific areas of the promotional products market. For further information, please visit www.thepebblegroup.com .
Thursday Sep 08, 2022
Thursday Sep 08, 2022
Accrol Group CEO, Gareth Jenkins, and CFO, Richard Newman present full-year results followed by a Q&A session, for the period ended 30 April 2022. They show a resilient performance, delivered under extremely challenging macro conditions, marginally ahead of expectations. Going forward they are accelerating growth in private label volumes, which is fuelling confidence.
00:18 Introduction to Accrol video
Gareth Jenkins, CEO
02:25 The Accrol business
03:40 FY22 performance summary
04:43 Market and review
Richard Newman, CFO
06:08 FY22 financial results
06:25 Revenue overview
07:15 Cost and price increase
08:24 Cash flow and net debt
Gareth Jenkins, CEO
10:00 Product development
11:36 Channel development
12:14 The markets
13:12 Operational highlights
15:32 Sustainability highlights
17:06 Strategic review
17:56 FY23 outlook
19:20 Q&A
Accrol Group Holdings plc is a leading tissue converter and supplier of toilet tissues, kitchen rolls, facial tissues, and wet wipes to many of the UK's leading discounters and grocery retailers across the UK. The Group now operates from six manufacturing sites, including four in Lancashire, which now supplies 19% (volume) of the UK tissue market valued at £2.1bn at retail sales value.
Thursday Sep 08, 2022
Thursday Sep 08, 2022
Windward (LON: WNWD), a leader in maritime predictive intelligence, presents its financial results for the six months ended 30 June 2022.
In summary, Ami Daniel said:
" We are delighted with the significant strategic progress we have made in our first six months as a public company. We presented an ambitious growth strategy to the market in December 2021, at the time of our IPO and are executing according to this plan. We have launched key products which have considerably expanded our addressable market, strengthened our infrastructure and our ability to scale, increased our product differentiation and enhanced our sales and marketing velocity and quality.
The supply chain crisis and the war in Ukraine have cemented the need for a greater level of insight in the maritime space, and we have responded proactively to this need through the launch of several new solutions, including the ground-breaking launch of our Ocean Freight Visibility solution.
The outlook for Windward remains positive. Early H2 trading has continued the momentum seen in H1. We continue to focus on driving ACV growth & market share. Whilst we are not immune to broader market cost increases in areas such as travel and accommodation, we continue to carefully control operating costs. ״
00:00 - Opener
Ami Daniel, CEO
00:17 - Introduction
00:22 - Overview of Windward
01:42 - What makes Windward unique?
02:08 - Windwards Opportunities
02:55 - Software demo
04:43 - H1 2022 Overview
07:25 - ACV and customer growth
Ofer Segev, CFO
07:45 - KPI's and Growth Metrics
09:03 - Diversification
09:18 - P&L
10:15 - Cash flow statement
13:29 - Balance sheet
Irit Singer, Chief Marketing Officer
14:06 - Strategy and Opportunity
14:32 - Industry drivers
16:00 - Growth Strategy
17:18 - Delivering the roadmap
18:42 - Customer Case Studies
23:46 - Windward API insights lab
Ami Daniel, CEO
25:25 - Current Trading and Outlook
Windward Ltd is an Israel-based company that operates in predictive maritime analytics. The Company’s Predictive Intelligence combines artificial intelligence and big data to empower the global maritime industry with a 360 ° risk management solution and to enable customers and partners to understand the marine ecosystem and its broader impact on safety, finance and business.
Wednesday Sep 07, 2022
Wednesday Sep 07, 2022
Headlam Group CEO, Chris Payne presents interim results for the six months ended 30 June 2022 and an update on current trading.
Commenting on the results, Chris Payne summarised saying:
"The financial performance in the Period was pleasing given the economic environment and inflationary impact on consumer spending. Underlying profitability improved year on year, and revenue was only marginally below the prior year period despite a weak residential sector. Commissioned specialist research indicated that the Company improved its market share in the Period, and new customers have also been secured within the multiple retailers / larger customers space. All of this provides a high degree of confidence that the Company's strategy of driving additional revenue opportunities from a more efficient and modernised operating base and improving the service offering to all customers is the right one . Headlam should be set fair for when the current headwinds ease, and the Company is focused on long term success."
00:17 - Introduction & Agenda
01:01 - About Headlam
01:40 - Financial Highlights
03:10 - Distribution of Sales
04:08 - Income statement
04:37 - Revenue Movement
05:50 - Operating Profit
06:67 - Cash Flow
07:55 - Balance Sheet
08:50 - Net Debt
09:32 - Strategy
10:43 - Trade Counters
12:15 - Multiple retailers and large customers
13:43 - Digital and E-Commerce
14:56 - Products and brands
16:19 - ESG update and Board
18:55 - Current Trading, Outlook and Summary
19:48 - Q&A
Operating for 30 years, Headlam is the leading floorcoverings distributor, providing the channel between suppliers and trade customers of floorcoverings.
Headlam works with suppliers across the globe manufacturing a diverse range of floorcovering products, and provides them with a cost efficient and effective route to market for their products into the highly fragmented trade customer base.
To maximise customer reach, Headlam operates 66 businesses across the UK and Continental Europe (France and The Netherlands). Each business operates under its own trade brand and utilises individual sales teams to capture regional and national sales while being supported by the group's network and centralised teams and processes.
The Company's extensive customer base covers both the residential and commercial sectors, with principal customer groups being independent retailers and smaller flooring contractors alongside other customer segments such as larger (multiple) retailers, housebuilders, specifiers, and larger contractors (including local government / authorities).
Headlam provides customers with a market leading service through:
· the broadest product offering;
· unrivalled product knowledge;
· tailored service propositions and solutions;
· sales team and marketing support;
· ecommerce support and digital applications;
· nationwide delivery; and
· trade counter and collection service.
Wednesday Aug 17, 2022
Wednesday Aug 17, 2022
Tribal Group CEO, Mark Picket and CFO, Diane McIntyre present half year results for the six months ended 30th June 2022.
Mark Pickett, CEO,
00:16 - Introduction
00:41 - Tribal at a glance
02:12 - Highlights: Building a Global software company
05:37 - New wins
Diane McIntyre, CFO,
07:26 - Financial Summary
08:51 - Breakdown by segment
09:44 - SIS performance
13:02 - Cashflow
14:20 - Investment in product development
Mark Pickett, CEO,
14:58 - Market and drivers for long term growth
18:07 - Geographic reach
20:11 - Product Investment Strategy
23:35 - Leadership and ESG update
26:23 - Outlook
Tribal Group plc is a United Kingdom-based holding company. The Company is engaged in providing education related systems, solutions, and consultancy services. The Company provides cloud based, student information software and services to customer. The Company operates through two segments: Student Information Systems (SIS) and Education Services (ES). The SIS segment represents the delivery of software and subsequent maintenance and support services and the activities through which it deploys and configure its software for its customers, including software solutions, asset management and information managed services. The ES segment represents inspection and review services, which support the assessment of educational delivery, and a portfolio of performance improvement tools and services, including analytics. Its SIS manage the complete student lifecycle from attracting talent, on-boarding new recruits, day-to-day support, exams, and assessments, to graduation and alumni communities.
Wednesday Aug 03, 2022
Wednesday Aug 03, 2022
NWF's Chief Executive, Richard Whiting and Group Finance Director, Chris Belsham present full year results for the year ended 31 May 2022.
"A record set of results, significantly ahead of market expectations at the start of the financial year, demonstrating the capability of the business to optimise performance and the resilient nature of our markets."
Richard Whiting, Chief Executive
Introduction - 00:16
Highlights Video - 01:05
Key Highlights - 03:20
Results Summary - 04:44
Operating Highlights - 06:25
Chris Belsham, Group Finance Director
Financial Review - 12:08
Income statement summary - 12:17
Balance Sheet Summary - 14:23
Pension Summary - 15:21
Cash Flow Summary - 16:05
Net Debt Summary - 16:25
Richard Whiting, Chief Executive
Development Strategy - 17:20
UK Fuel Market - 19:00
Chris Belsham, Group Finance Director
Acquisition process - 21:30
Richard Whiting, Chief Executive
ESG Framework - 23:30
Summary and Outlook - 25:10
NWF Group plc is a United Kingdom-based company that is engaged in the sale and distribution of fuel oils, the warehousing and distribution of ambient groceries, and the manufacture and sale of animal feeds. The Company operates through three segments: Fuels, Food and Feeds. Its Fuels segment is engaged in the sale and distribution of domestic heating, industrial and road fuels. Its Food segment is engaged in the warehousing and distribution of client's ambient grocery and other products to supermarkets and other retail distribution centers. Its Feeds segment is engaged in the manufacture and sale of animal feeds and other agricultural products. The Company operates through its subsidiaries, which include NWF Agriculture Holdings Limited, NWF Distribution Holdings Limited, NWF Fuels Holdings Limited, NWF Agriculture Limited, New Breed (UK) Limited and Boughey Distribution Limited
Wednesday Jul 27, 2022
Wednesday Jul 27, 2022
WH Ireland CEO, Phillip Wale and Head of Wealth Management, Michael Bishop, present an overview of 2022 full-year results for the year ended 31 March 22.
Phillip Wale, CEO
00:20 Introduction
00:59 Financial highlights
Michael Bishop, Head of Wealth Management
01:26 Wealth Management highlights
Phillip Wale, CEO
03:15 Capital Markets highlights
04:20 Current trading & outlook
WH Ireland Group plc is a United Kingdom-based company, which provides independent financial planning advice and discretionary investment management. The Company provides various services, including compliance, human resource, finance and marketing. The Company has two principal operating subsidiaries, WH Ireland Limited and Harpsden Wealth Management Limited. WH Ireland Limited operates through two business divisions: Wealth Management (WM), which provides wealth management solutions and independent financial advisory services to retail clients; and the Capital Markets Division (CMD), which provides public and private growth capital, day-to-day and strategic corporate advice, broking, trading and equity research to funds, high net worth individuals and family offices. Harpsden Wealth Management Limited (Harpsden) provides wealth management services to retail clients.
Tuesday Jul 26, 2022
Tuesday Jul 26, 2022
SThree management, Timo Lehne, CEO & Andrew Beach, CFO present interim results for the half year ended 31 May 2022.
Timo Lehne, Chief Executive, commented:
“Our Group has generated another excellent period of growth, surpassing the milestone of £200 million of net fees in a half year, driven by a strong performance across all our regions and STEM disciplines. Our focus on flexible talent, providing our clients with both independent and employed contractors, continues to deliver, with Contract representing an increasing proportion of our net fee income.
The macro challenges that we face globally - the need for digital transformation, climate change, supply chain disruption - drive an ever-increasing need for people with STEM skills. Our clients know that they can come to us for the provision of highly skilled experts, drawing on our global network and expertise. Similarly, candidates know that by coming to SThree their skills will be fully appreciated and they will have access to a huge pool of employment opportunities with dynamic organisations across the world, accelerating their professional growth.
In order to build on the strength of our strategic positioning we are also constantly improving all aspects of our business operations, with further investment in our people, talent acquisition and digital infrastructure moving forward as planned. This investment is designed to underpin our long-term success, with most of the current year cost due to fall in the second half as previously signalled.
Whilst we are mindful of the wider macro-economic uncertainties, the demand for STEM talent, and flexible STEM talent in particular, is structural. Our position as the number one destination for talent in the best STEM markets and our strong contractor order book underpins our continued confidence.”
Timo Lehne, CEO
00:22 Introduction
00:40 STEM’s position and unique model
Andrew Beach, CFO
06:15 Financial overview HY19 to HY 22
07:48 Year on year performance
10:04 ECM fees (Employed Contractor Model)
11:12 Regional and sector split
12:37 Productivity
13:20 Operating profit year on year
13:45 Cashflow
14:46 Dividend
15:03 Growth in contractor order book
Timo Lehne, CEO
16:05 Strategic progress and outlook
18:27 ESG
20:36 Ambitions for 2024
23:25 Summary
SThree plc is a United Kingdom-based international staffing company, which provides specialist recruitment services in the science, technology, engineering and mathematics (STEM) industries. The Company provides permanent and contract staff to sectors, including information and communication technology (ICT), banking and finance, life sciences, engineering and energy. The Company's recruitment brands include Computer Futures, Progressive Recruitment, Huxley and Real Staffing. The Company’s other brands include Global Enterprise Partners, JP Gray, Madison Black, Newington International and Orgtel. The Company's markets include Germany, the Netherlands, the United States, the United Kingdom and Japan. The Company delivers contract, permanent, projects, retained and executive search recruitment solutions.
Monday Jul 25, 2022
Monday Jul 25, 2022
TPX management, Neal Gandhi, CEO & Oliver Rigby, CFO present full-year results for the period ended 31 March 2022.
Neal Gandhi, CEO
00:22 Agenda
00:49 FY22 Summary
02:18 Digital transformation
03:58 Clients and expertise
04:48 Holistic transformation offering
05:33 Examples of work: Welsh Ambulance Service; UNICEF; Rural Payments Agency
Oliver Rigby, CFO
07:23 Financial results
15:40 ESG results & ESG activity
Neal Gandhi, CEO
18:08 2023 & 2025 Commercial vision
19:48 2023 & 2025 Impact vision
20:33 The move to one brand
27:54 Current trading and outlook
Neal Gandhi, CEO & Oliver Rigby, CFO
29:58 Q&A
TPXimpact Holdings PLC is a United Kingdom-based technology-enabled services company. The Company provides full end-to-end digital transformation. The Company provides services, such as data and artificial intelligence (AI), technology and engineering, digital experience, organizational design and change, enterprise applications, and managed services. The Company's organizational design and change offer design, consultancy, major program delivery, policy design and implementation, local government reorganization, operating model, structures, behaviors and ways of working, and community and political engagement. Its technology and engineering services include technology advisory, strategy and architecture, cloud, software engineering, product management, end-to-end digital service delivery, intelligent automation and microservices. Its data and AI provide open data, geospatial data, data discovery and strategy, data governance, data architecture, and engineering, and data platforms
Thursday Jul 21, 2022
Thursday Jul 21, 2022
Creightons management Bernard Johnson, Group Managing Director, Eamon Murphy, Group Finance & Commercial Director, and Pippa Clark, Global Marketing Director/ Deputy MD present the full year results for the period ended 31 March 2022.
Bernard Johnson, Group Managing Director
00:17 - Introduction
01:36 - Key stats from second half
03:44 - Key highlights
Eamon Murphy, Group Finance and Commercial Director
06:06 - Financial highlights
09:27 - Revenue
10:28 - Operating profit
13:16 - Operating profit margin
13:31 - EBITDA
13:48 - Diluted EPS
14:50 - ROCE
17:10 - Cash and cash equivalents
19:13 - Working capital
20:49 - Acquisitions
21:27 - First half vs Second half
Pippa Clark, Global Marketing Director/ Deputy MD
22:16 - Market trading indicators
26:20 - Division performance
32:17 - Brands leading the way
34:43 - Brand revenue category
35:19 - Brand penetration
36:03 - Building brands
45:51 - Award winning brands
Emma Hardie acquisition
46:56 - Rationale and opportunity
50:16 - Building brands
56:26 - Award winning
57:14 - Brands D2C
59:43 - Brand performance
01:00:35 - Private label and contract manufacturing
01:02:51 - The way ahead
Bernard Johnson, MD
01:03:29 - Outlook
01:06:01 - Q&A
Creightons Plc is a United Kingdom-based company that is engaged in the development, marketing and manufacture of toiletries and fragrances, which includes the development of brands. The Company's operations are organized into three business streams: branded business, private label business, and contract manufacturing business. Its own branded business, which develops, markets, sells and distributes products the Company has developed and owns the rights to or brands it has licensed. The brands in the branded business include Feather and Down, Balance Active and The Curl Company. The private label business focuses on private label products for high street retailers and supermarket chains, with most of the stock manufactured to forecast. The contract manufacturing business develops and manufactures products on behalf of third-party brand owners and manufactured to order. The Company offers a range of toiletries, skincare, hair care, fragrances, and home fragrances.
Thursday Jul 21, 2022
Thursday Jul 21, 2022
Begbies Traynor management Ric Traynor, Executive Chairman and Nick Taylor, Group Finance Director, present results for the year ended 30 April 2022.
Commenting on the results, Ric Traynor, said:
"We have reported a further successful year for the group, with financial performance comfortably ahead of original market expectations due to acquisitions and improved trading . The results reflect the material increase in our scale and service offerings and a continuation of the strong financial track record we have built over recent years, resulting from our organic and acquisitive growth strategy.
" We have started our new financial year in a strong position and are confident of delivering our plans for further growth. At this early stage of the year, we anticipate results towards the top end of current market expectations. The development of the group in recent years, and the extensive areas of expertise that we have built up across our national office network, leaves us well positioned to respond to the challenging economic backdrop.
" Our healthy balance sheet and cash generation underpin our capacity to make further acquisitions and deliver organic growth initiatives, thereby continuing our track record of growth. We will provide an update on trading at the annual general meeting in September 2022."
Ric Traynor, CEO
00:17 – Introduction
Nick Taylor, Group Finance Director
00:50 – Financial highlights
02:18 – Business recovery
04:15 – Property advisory and transactional services
06:02 – Strong financial with significant liquidity
07:03 – Material increase in scale and service offerings from acquisitions
08:23 – Financial outlook
Ric Traynor, CEO
09:25 – Insolvency market
11:36 – Business recovery
12:59 – Financial advisory
14:56 – Property services
16:56 – Strategy
18:34 – Acquisitions
19:24 – Strong financial track record
19:55 – Summary
20:39 – Q&A
Begbies Traynor Group plc is a United Kingdom-based business recovery, financial advisory and property services consultancy company. The Company provides a range of services, including corporate and personal insolvency, financial advisory, corporate finance and valuations. The corporate and personal insolvency services include handling corporate appointments in the United Kingdom and serving the mid-market and smaller companies. Its financial advisory services include debt advisory, due diligence and transactional support, accelerated corporate finance, pensions advisory, business and financial restructuring, forensic accounting and investigations, and finance broking. Its corporate finance services include buy and sell-side support on corporate transactions. Its valuation services include the valuation of property, businesses, machinery, and business assets. The Company’s services also include property consultancy, planning and management, and transactional services.
Tuesday Jul 19, 2022
Tuesday Jul 19, 2022
Sosandar management, Julie Lavington and Ali Hall, Joint CEOs and Steve Dilks, CFO, present the full year results for the period ended 31 March 2022.
Julie Lavington, Co-CEO and Co-Founder
Ali Hall, Co-CEO and Co-Founder
00:16 – Introduction
01:10 – Overview
02:20 – Purpose and Winning formula
02:35 – Growth Drivers
Steve Dilks, CFO
10:27 – Financials and KPI’s
Julie Lavington, Co-CEO and Co-Founder
Ali Hall. Co-CEO and Co-Founder
23:02 – Market Backdrop and Strategy for Scale
34:10 – Q&A
Sosandar plc is a United Kingdom-based company that is engaged in providing an online shop for women. The principal activity of the Company is engaged in the clothing manufacturer and distributer through Internet and mail order. The Company’s clothing categories include dresses, tops, knitwear, jeans and jeggings, trousers and leggings, jackets and coats, blazers and trouser suits, leathers and faux leather, shorts, skirts, swim and beachwear, nightwear, leisurewear, activewear and loungewear. Its footwear categories include heels, flats, wedges, sandals and flip flops, trainers, mid heels, boots and slippers. The Company’s accessories categories include bags, belts, jewelry, sunglasses, hats and scarves, face coverings, shapewear and hosiery, and homeware. The Company sells predominantly own-label product designed in-house. The Company’s wholly owned subsidiary is Thread 35
Tuesday Jul 19, 2022
Tuesday Jul 19, 2022
TPXimpact management, Neal Gandhi, CEO & Oliver Rigby, CFO, give an overview of the full-year results for the period ended 31 March 2022.
Neal Gandhi, CEO
00:18 An overview of the year
01:10 Growth strategy
Oliver Rigby, CFO
02:22 Financial highlights
03:33 ESG activity
Neal Gandhi, CEO
04:34 The change to TPXimpact
05:56 Outlook
TPXimpact Holdings PLC is a United Kingdom-based technology-enabled services company. The Company provides full end-to-end digital transformation. The Company provides services, such as data and artificial intelligence (AI), technology and engineering, digital experience, organizational design and change, enterprise applications, and managed services. The Company's organizational design and change offer design, consultancy, major program delivery, policy design and implementation, local government reorganization, operating model, structures, behaviors and ways of working, and community and political engagement. Its technology and engineering services include technology advisory, strategy and architecture, cloud, software engineering, product management, end-to-end digital service delivery, intelligent automation and microservices. Its data and AI provide open data, geospatial data, data discovery and strategy, data governance, data architecture, and engineering, and data platforms.
Friday Jul 15, 2022
Friday Jul 15, 2022
DSW management, James Dow, CEO & Nichole Burstow, CFO present maiden full-year results for the period ended 31 March 2022.
James Dow, CEO
00:17 – Introduction
02:00 – Overview of DSW
05:48 – Investment case
Nichole Burstow, CFO
07:38 – Current service lines
09:37 – License model
14:30 – FY22 Highlights
17:09 – Income statement
19:51 – Balance sheet
20:30 – Cash flow
21:47 – Network KPIs
James Dow, CEO
23:38 – Post IPO activity
24:52 – Our ESG Journey
26:30 – Opportunities for growth
28:11 – DSW Differentiators
30:30 – Acquisition opportunity
32:15 – Summary and outlook
35:03 – Q&A
DSW Capital plc is a United Kingdom-based independent financial advisory company. The Company is advising on areas ranging from corporate finance and due diligence to tax and business recovery. Its teams in Manchester, Leeds, London and Aberdeen are made up of professionals. It operates licensing arrangements with licensee businesses and fee earners (FEs), across offices in England and Scotland. These trade primarily under the Dow Schofield Watts brand. Its services offered includes Corporate Finance Advice, Financial Due Diligence, Equity Finance, Wealth Advisory, Specialist Tax Services, Forensic and Valuation Services, Investment and Funding, Business Planning and Tech Sector. It provides advisory services and funding to growth companies across the technology and media sectors. It covers a range of sub-sectors including information technology (IT) services, software development and platforms, media agencies, digital gaming, hardware and telecoms.
Wednesday Jul 13, 2022
Wednesday Jul 13, 2022
Listed private capital gives all investors access to high-performing private equity and credit investments — funds of ready-made diversified portfolios of interesting and well managed private companies in exciting growth sectors such as technology enablement and health and wellbeing and at the forefront in ESG investing. As the fund shares are listed, investors have liquidity in what would otherwise be a medium to long-term investment.
In this, the second of a two-part series we explore the listed private capital opportunity with leading managers who will explain and discuss the investment case and the opportunities presented by their individual investment strategies.
Deborah Botwood Smith, CEO, LPeC.
00:17 - Introduction
00:41 - What is Listed Private Capital?
Steven Tredget, Partner, Oakley Capital
04:40 - Introduction to Oakley Capital
07:43 - Unique deal sourcing network
10:10 - Sectors supported by megatrends
12:12 - Value creation strategies
13:36 - Financial KPIs
15:08 - NAV Growth
17:31 - Balance by sector
18:30 - Protection against macro factors
20:48 - Valuation
22:58 - Share price drivers
Pieter Staelens, Managing Director, CVC Credit Partners
24:32 - Introduction to CVC
27:01 - What we invest in
29:45 - European leveraged loans & HY Default and recovery rates
33:37 - Default rate forecast
34:19 - Portfolio overview
37:16 - Performance update
Linda Tierala, Director communications and investor relations, CapMan
39:01 - Introduction to CapMan
41:05 - Business model
42:39 - Diverse portfolio
44:58 - ESG And targets for 2022
48:27 - Driving ESG
50:18 - Current trading
52:15 - Investor base
52:42 - Strategy
54:25 - Fee profit at record level
55:00 - Sustainability targets
55:43 - Long term objectives
57:13 - Q&A
LPeC: https://www.listedprivatecapital.com/
Oakley Capital: https://oakleycapitalinvestments.com/
CVC Credit partners: https://www.cvc.com/
CapMan: https://www.capman.com/