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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
Wednesday Apr 20, 2022
Wednesday Apr 20, 2022
Attraqt CEO, Mark Adams and CFO, Eric Dodd present full year results for the period ended 31 December 2021.
Mark Adams, CEO
00:17 – Introduction
02:29 – What sets Attraqt apart?
04:23 – Key messages
05:54 – Our strategy
06:20 – Partnership development
08:14 – Market overview
09:24 – Software demo
Eric Dodd, CFO
11:28 – Financial KPIs
13:15 – FY21 Financial summary
14:18 – ARR movement
Mark Adams, CEO
15:19 – Current trading
17:59 – Summary
18:57 – Q&A
Attraqt Group plc is a United Kingdom-based company, which is engaged in providing software as a service (SaaS) solution. The principal activity of the Company is the development and provision of eCommerce site search, merchandising and recommendation technology. The Company enables international brands, manufacturers, and retailers to enhance their ecommerce site application programming interface (API)-enabled algorithm-driven, intelligent software as a service (SaaS) services covering personalization, search, navigation, merchandising, recommendations, and internationalization. The Company’s search system is built for ecommerce, across all verticals to keep the conversation ongoing with shoppers: from search suggestions, to user feedback and predictive search. The Company partners with multi-channel brands and specialist retailers across sectors, including fashion, footwear, homeware, health and beauty, grocery, electronics, business to business (B2B), sports and outdoor.
Tuesday Apr 12, 2022
Tuesday Apr 12, 2022
Tracsis' CEO, Chris Barnes and CFO, Andy Kelly present interim results for the period ended 31 January 2022.
Chris Barnes, CEO
00:17 – Introduction
00:43 – Changes in the period
01:34 – Progress in growth strategy
Andy Kelly, CFO
03:42 – Financial overview
04:56 – Further growth in rail software revenue
08:03 – Strong revenue and EBITDA growth
08:39 – Divisional performance
09:41 – Cash generation
Chris Barnes, CEO
10:27 - Scaling the business
11:04 – Operational performance software
13:19 – Remote Conditioning Monitoring
15:46 – Rail Hub
Andy Kelly, CFO
16:50 – Smart ticketing
18:19 – Addressable market
18:47 – Data Analytics and GIS
19:19 – Operational progress update
20:27 – RailComm acquisition
Chris Barnes, CEO
22:16 – Outlook
26:10 – Q&A
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 and 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.
Monday Apr 11, 2022
Monday Apr 11, 2022
TPFG's CEO, Gareth Samples, and CFO, David Raggett, present full year results for the year ended 31 December 2021.
Gareth Samples, CEO
00:22 Introduction to TPFG
01:55 Overview of the period
David Raggett, CFO
03:11 Financial overview for period
Gareth Samples, CEO
14:55 Strategic growth initiatives
16:25 Lettings growth
18:55 Residential sales
19:50 Financial services
23:11 EweMove recruitment
25:17 Acquisitions
25:48 Digital marketing
26:54 Executive team
31:22 Market update
33:00 Outlook
Gareth Samples, CEO & David Raggett, CFO
34:26 Q&A
The Property Franchise Group PLC is a United Kingdom-based company, which is engaged in residential property franchise business. The Company operates through two segments: Property Franchising and Other. The Company’s brands include CJ Hole, Ellis & Co, EweMove, Hunters, Martin & Co, Parkers, and Whitegates. CJ Hole is engaged in residential sales and lettings, as well as property investment. Ellis & Co is engaged in residential sales and lettings through a changing landscape. EweMove is the only hybrid estate and lettings agency brand in the Company’s portfolio. Hunters is an estate agency brand, which has approximately 200 offices nationwide. Martin & Co is a street property franchise brands, which has approximately 150 branches across the United Kingdom. Parkers is engaged in both residential sales and lettings operating along the M4 corridor. Parkers covers Berkshire, Gloucestershire, Hampshire, Oxfordshire and Wiltshire.
Friday Apr 08, 2022
Friday Apr 08, 2022
Here is the eighth Stockopedia / PIWORLD StockSlam hosted by Damian Cannon. The format, each ‘slammer’ has 3 minutes to ‘slam’ their stock followed by 3 minutes of audience questions. This was recorded live. A great variety of pitches, which shows the diversity of private investor styles. We are really grateful to all the ‘slammers’.
This is the last in the series for now.
00:20 Introduction by Damian Cannon with a review of the performance of previous slams
03:02 Damian Cannon: Tinybuild (TBLD)
10:59 Charles Ford: FireAngel Safety Technology (FA.)
17:14 Edmund Shing: Anglo Pacific (APF)
24:26 Lilian Nandi: India Capital Growth Fund (IGC)
31:20 D'Arcy Andrews: Purplebricks (PURP)
38:33 Robert Cordon: Oakley Capital Investments (OCI)
45:17 Paul Scott: Beeks Financial Cloud (BKS)
51:55 Dee O'Hare: Carr's (CARR)
58:28 Shakti Tipathy: Gore Street Energy Storage Fund (GSF)
01:04:28 Damian wrap up.
Thursday Apr 07, 2022
Thursday Apr 07, 2022
Tracsis' CEO, Chris Barnes and CFO, Andy Kelly give an overview of the interim results for the period ended 31 January 2022.
Chris Barnes, CEO
00:33 – Overview of the period
Andy Kelly, CFO
02:19 – Financial highlights
03:29 – Segmental performance
Chris Barnes, CEO
05:37 – Key developments in the period
Andy Kelly, CFO
08:04 – Rail Comm acquisition
Chris Barnes, CEO
09:06 – 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 and 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.
Thursday Apr 07, 2022
Thursday Apr 07, 2022
Attraqt CEO, Mark Adams, gives an overview of the full year results for the period ended 31st December 2021.
00:21 Strategic progress
01:23 Market Segments: Whale, Enterprise, Mid-Market
03:59 Growth Strategy
07:03 Demo of the Attraqt app
08:49 Outook
Attraqt Group plc is a United Kingdom-based company, which is engaged in providing software as a service (SaaS) solution. The principal activity of the Company is the development and provision of eCommerce site search, merchandising and recommendation technology. The Company enables international brands, manufacturers, and retailers to enhance their ecommerce site application programming interface (API)-enabled algorithm-driven, intelligent software as a service (SaaS) services covering personalization, search, navigation, merchandising, recommendations, and internationalization. The Company’s search system is built for ecommerce, across all verticals to keep the conversation ongoing with shoppers: from search suggestions, to user feedback and predictive search. The Company partners with multi-channel brands and specialist retailers across sectors, including fashion, footwear, homeware, health and beauty, grocery, electronics, business to business (B2B), sports and outdoor.
Tuesday Apr 05, 2022
Tuesday Apr 05, 2022
Personal Group Holdings Plc (AIM: PGH), the workforce benefits and services provider, presented its preliminary results for the year ended 31 December 2021.
Following 15 months of unprecedented COVID-19 related restrictions on the Group's ability to conduct new insurance policy sales, the Group was able to begin rebuilding the insurance policyholder book in the second half of 2021. This, combined with the significant strategic progress that the Group was able to make during the 12 months ended 31 December 2021, underpins the Board's confidence in the Company's growth trajectory and future prospects.
Deborah Frost, Chief Executive & Sarah Mace, CFO present the detail.
Deborah Frost, CEO
00:17 – Introduction
01:53 – Operational highlights
Sarah Mace, CFO
05:53 – Financial highlights
08:27 – Segmental analysis
11:28 – Pay & Reward
12:05 – Benefits platform
13:15 – Insurance
15:20 – Other owned benefits
Deborah Frost, CEO
16:30 – The need for our services
19:19 – End to end solution
19:42 – Our customers
20:36 – Our strategy
24:53 – Pay & Reward
25:58 – Benefit platform
27:26 – SME in the future
30:36 – Insurance in the future
32:08 – Investment proposition
33:02 – 3 Key takeaways
34:12 – ESG
36:09 – Q&A
Personal Group Holdings PLC (PGH) is a United Kingdom-based employee benefits and services provider. The Company is principally engaged in transacting short-term accident and health insurance and providing employee services in the United Kingdom (UK). PGH's employee engagement and wellbeing services are delivered through its application, Hapi. The Company's segments include Core Insurance, IT Salary Sacrifice, software as a service (SaaS) and Other. The Core Insurance segment comprises of Personal Assurance Plc, a subsidiary of the Company, which is engaged in underwriting insurance policies. The IT salary sacrifice segment refers to the trade of PG Let's Connect, a salary sacrifice technology. The SaaS segment is engaged in offering Hapi platform. The Other segment consists of Berkeley Morgan Group (BMG) and its subsidiary undertakings, and Personal Management Solutions (PMS). Its clients include Francis Crick Institute, Bristol Airport, Arsenal Football Club and The British Library.
Tuesday Apr 05, 2022
Tuesday Apr 05, 2022
Inspired CEO, Mark Dickinson, CFO, Paul Connor and CCO, David Cockshott present the full year results for the period ended 31 December 2021.
Paul Dickinson, CEO and David Cockshott, CCO
00:18 Introduction
Paul Dickinson, CEO
01:08 What Inspired PLC does
02:11 FY21 operational highlights
Paul Connor, CFO
06:05 Financial highlights
Paul Dickinson, CEO
11:48 ESG: Carbon Balance Sheet, Sustainability, Social value
David Cockshott, CCO
16:49 Inspired today
17:43 The opportunity
Paul Dickinson, CEO
22:20 The strategy
30:25 ESG investment
31:49 Outlook
Inspired plc is a leading technology enabled service provider supporting businesses in their drive to net-zero, controlling their energy costs and managing their response to climate change
Tuesday Apr 05, 2022
Tuesday Apr 05, 2022
Windward, CEO and Co-Founder, Ami Daniel and CFO, Ofer Segev, present results for the year ended 31 December 2021.
Ami Daniel, CEO
00:17 - Introduction
00:37 - Overview of Windward
01:18 - Highlights of the period
01:53 - Markets
06:58 - Customers
07:34 - Windward DNA
08:22 - Growth Strategy
13:22 - Ocean Freight Visibility product
14:19 - Industry challenges/opportunity
Ofer Segev, CFO
15:25 - ACV & Revenue
16:00 - KPIs
17:25 - Diversification
18:05 - P&L
19:15 - Balance sheet
20:09 - Cash flow statement
Ami Daniel, CEO
20:43 - Outlook
Windward is a leading predictive intelligence company, fusing artificial intelligence and maritime expertise to digitalize the global maritime industry.
Windward’s AI-powered software solution provides real time information and insights on major seafaring vessels at sea, enabling stakeholders within the maritime eco-system to make intelligence-driven decisions to manage risk and achieve business and operational insights. Its customers include a number of leading participants across the maritime industry covering banks, commodity traders, insurers, government agencies, and major energy and shipping companies.
Tuesday Apr 05, 2022
Tuesday Apr 05, 2022
Quixant CEO, Jon Jayal and CFO, Johan Olivier, give an overview of the results for the year ended 31st December 2021.
Jon Jayal, CEO
00:23 What Quixant does
01:31 Operational highlights
02:15 Supply chain
Johan Olivier, CFO
03:24 Financial highlights
Jon Jayal, CEO
05:54 Outlook
Quixant plc is a United Kingdom-based company that is engaged in designing and manufacturing of optimized computing solutions and monitors, principally for the global gaming and broadcast industries. The Company has its own manufacturing and engineering operation based in Taiwan and software engineering and customer support teams based in Italy and Slovenia. The Company operates through two segments: Quixant and Densitron. Its Quixant segment is engaged in the designs, develops and engineers gaming computers and software solutions for the wager-based gaming and sports betting industries. Its Densitron segment specializes in the engineering solutions to optimize human machine interaction (HMI), supporting a range of sectors, including broadcast, medical and industrial applications. Its products include thin film transistor (TFT) displays, TFT monitors, organic light-emitting diode (OLED) displays, monochrome displays, UReady, Aurora SBX, IDS, emu3, Tactila and Densi-Shield
Tuesday Mar 29, 2022
Tuesday Mar 29, 2022
FireAngel Executive Chairman, John Conoley summarises the full year results for the period ended 31 December 2021 and gives some insight to what investors can expect going forward.
00:23 Introduction and what FireAngel does
02:21 Overview of the FY21 results
04:50 2021 highlights, including the Techem contract?
09:40 Challenges in the period
11:21 Current trading
12:13 The outlook
FireAngel Safety Technology Group plc is a United Kingdom-based provider of home safety products. The Company is engaged in the business of the design, sale and marketing of smoke, heat and carbon monoxide (CO) alarms and accessories, which the Company sells under the brands of FireAngel, FireAngel Pro and Specification, AngelEye and Pace Sensors. The Company also operates its own CO sensor manufacturing facility in Canada. FireAngel is a battery, which operates a range of smoke and CO alarms principally in United Kingdom Retail and United Kingdom fire and rescue service F&RS. AngelEye brand targets at the do it yourself (DIY) channel in France. The Company’s ranges of smoke, heat and CO alarms, which feature Smart radio frequency (RF) technology, which enables all devices to connect wirelessly, significantly removing the time-consuming requirement for wiring, channelling or trucking.
Friday Mar 25, 2022
Friday Mar 25, 2022
CVS Group CEO, Richard Fairman, CFO, Robin Alfonso and COO, Ben Jacklin present the interim results for the period ended 31 December 2021. Another strong set of results, with demand for their services continuing to increase. The positive trading momentum in H1 2022 has continued into the first two months of the second half and they are well placed to continue to invest and acquire to deliver further future growth.
Richard Fairman, CEO
00:17 – Introduction & Agenda
01:05 – Growth strategy
02:44 – Half Year highlights
04:34 – Business model
05:34 – Market dynamics
06:24 – Opportunity for further acquisitions
09:02 – ESG
Robin Alfonso, CFO
09:26 – Financial summary
11:40 – Revenue growth
13:05 – EBITDA growth
13:47 – Highly cash generative
14:39 – Deploying capital
15:28 – Investing in practices
16:09 – Greenfield opportunity
Ben Jacklin, COO
16:47 – Strategic update
Richard Fairman, CEO
24:39 – Current trading and outlook
CVS Group plc (CVS) is a veterinary services provider. The Company operates in the four business segments, namely Veterinary Practices, Laboratories, Crematoria and Online Retail Business. It offers an integrated model with approximately 500 veterinary practices across its three territories, including eight specialist referral hospitals and 34 out-of-hours sites. Veterinary Practices provide specialist treatment for companion, equine and farm animals. The Company laboratories provide diagnostic services to CVS veterinary practices and third parties. It offers a range of tests with the ability to tailor specific profiles to its customers' needs. Its crematoria provide pet cremation and clinical waste services to CVS practices and third-party practices, and cremations to animal owners. CVS online retail business, Animed Direct, sells prescription and nonprescription medicines, pet foods and a range of pet care products.
Friday Mar 25, 2022
Friday Mar 25, 2022
Judges Scientific CEO, David Cicurel, Group FD, Brad Ormsby & COO, Mark Lavelle present the full year 2021 results for the period ended 31 December 2021. The Group delivered record revenue, profits, cash generation and dividends in a year which still presented challenges as a consequence of the pandemic.
David Cicurel, CEO
00:17 - Introduction
00:32 - Business overview
02:55 - Key messages
Brad Ormsby, FID
05:41 - Financial highlights
09:16 - Performance
10:16 - Capitalisation of R&D
11:55 - Order intake
14:24 -Comparison with 2019
16:00 - Profit bridge
16:43 - Balance sheet and cash flow
18:29 - ROTIC
19:26 - Diversification
19:58 - Financial history
20:50 - Refinancing of the Groups banking facilities
David Cicurel, CEO
21:32 - Growth drivers
22:12 - Acquisitions
25:16 - Further investment
Mark Lavelle, COO
26:05 - Post acquisition initiatives
David Cicurel, CEO
33:09 - Outlook & Investment case
37:43 - Q&A
Judges Scientific plc is a United Kingdom-based company, which is engaged in the acquisition and development of a portfolio of scientific instruments in the sector. The Company is involved in designing, manufacturing and selling scientific instruments. It operates through two segments: Materials Sciences and Vacuum. Its subsidiaries include Fire Testing Technology Limited, which is engaged designing and assembly of fire testing instruments; PE.fiberoptics Limited, which is engaged in designing and assembly of fiber-optic testing instruments; Armfield Limited, which is engaged in designing and supply of research and training equipment; CoolLED Limited, which designs and manufactures of illumination systems for fluorescence microscopy; Dia-Stron Limited, designs and manufactures of systems to test the mechanical properties of fibers; EWB Solutions Limited, designs and manufacturers of edge-welded bellows, and Thermal Hazard Technology Limited, designs and manufactures of calorimeters.
Friday Mar 25, 2022
Friday Mar 25, 2022
The Pebble Group CEO, Chris Lee and CFO Claire Thomson, present the full year 2021 results for the period ended 31 December 2021, which show a full recovery exceeding pre-pandemic performance levels and the delivery of further strong growth in ARR by Facilisgroup.
Chris Lee, CEO
00:17 - Introduction & Agenda
01:09 - Space in the market
02:43 - FY21 Highlights
Claire Thomson, CFO
05:03 - Financial KPIs
05:24 - Key financial dynamics
05:54 - Income statement
06:27 - Cash flow
07:00 - Balance sheet
07:36 - Facilisgroup
13:20 - Brand Addition
Chris Lee, CEO
18:11 - ESG
19:23 - Group outlook
20:51 - Q&A
The Pebble Group plc is a United Kingdom-based provider of technology, services and products to the global promotional products industry. The Company is focused on two differentiated businesses: Brand Addition and Facilisgroup. Brand Addition is a provider of promotional products to global brands. It utilizes its global network and technology infrastructure and systems to source and deliver promotional product solutions. Brand Addition designs and manages the sampling process and sources compliant, ethically manufactured products, predominantly through China, Europe and North America. Facilisgroup provides technology solutions to Small and mid-size enterprise (SME) promotional product distributors in the United States and Canada. Facilisgroup’s @ease software, developed in-house, is provided as an end-to-end software as a service (SaaS) business platform. The @ease SaaS system provides tools for business management and analysis
Thursday Mar 24, 2022
Thursday Mar 24, 2022
CVS Group, CEO, Richard Fairman summarises the interim results for the period ended 31 December 2021.
00:19 Introduction
00:30 Purpose, vision & strategy
01:51 H1 2022 highlights
02:37 The integrated model delivering high standards of care
03:30 The growing market
04:11 Current trading and outlook
CVS Group plc (CVS) is a veterinary services provider. The Company operates in the four business segments, namely Veterinary Practices, Laboratories, Crematoria and Online Retail Business. It offers an integrated model with approximately 500 veterinary practices across its three territories, including eight specialist referral hospitals and 34 out-of-hours sites. Veterinary Practices provide specialist treatment for companion, equine and farm animals. The Company laboratories provide diagnostic services to CVS veterinary practices and third parties. It offers a range of tests with the ability to tailor specific profiles to its customers' needs. Its crematoria provide pet cremation and clinical waste services to CVS practices and third-party practices, and cremations to animal owners. CVS online retail business, Animed Direct, sells prescription and nonprescription medicines, pet foods and a range of pet care products.
Wednesday Mar 23, 2022
Wednesday Mar 23, 2022
Tribal are a leading provider of software and services to the international education market. Here, CEO, Mark Pickett and CFO, Diane McIntyre present full year results for the period ended 31 December 2021. Group revenue increased 11% to £81.1m. Adjusted EBITDA increased 9% to £16.6m. Statutory Profit before tax for the year increased to £8.6m. Strong operational cash conversion of 104%. Net cash of £5.9m. The Board are proposing an 8% increase in dividend. Going forward the Group has traded in line with Board expectations since the start of the new financial year and is seeing continued positive sales momentum. While cognisant of inflationary cost pressures, they are confident in delivering results for 2022 in line with current expectations
Mark Pickett, CEO
00:17 – Introduction
01:43 – Overview of the year
05:00 – Key deals made this year
Diane McIntyre, CFO
06:38 – Financial Summary
08:51 – Segment performance
09:21 – Growth in product areas
10:38 – SAAS Metrics
12:37 – SIS ARR
12:58 – SIS Revenue
13:50 – SIS overall margins
14:24 – Cashflow
14:51 – Strengthened product development teams
Mark Pickett, CEO
15:29 – Strategy update
17:58 – Market drivers
20:47 – The goal
25:10 – Our people
27:55 – ESG
29:17 – Outlook
Tribal Group plc is a United Kingdom-based company, which is focused on providing software and services for education management. The Company's segments include Student Information (SIS) and Education Services (ES). The Student Information segment is focused on delivering software and maintenance and support services and the activities through which the Company deploys and configures its software for customers. The Education Services segment is focused on offering inspection and review services that support the assessment of educational delivery. The Company also provides performance improvement tools and services, including analytics, software solutions, facilities, and asset management. The Company provides its services in the United Kingdom, Australia, Other Asia Pacific, North America and the Rest of the world.
Wednesday Mar 23, 2022
Wednesday Mar 23, 2022
Diaceutics Founder & CEO, Peter Keeling, and CFO, Nick Roberts, present full year results for the period ended 31 December 2021. Diaceutics who are a diagnostic commercialisation company for precision testing, have transitioned to a recurring revenue model, and progressed further in the period than anticipated at the beginning of the year. These results show revenue increased 10% to £13.9m. Gross profit increased 13.4% to £10.7m. With a gross margin of 77%. Adjusted EBITDA was £2.3m and profit before tax £0.5m. Net cash £19.7m. Going forward they are focused on expanding their service offering, partner network and data repository to serve the diagnostic commercialisation needs both within and outside of oncology.
Peter Keeling, Founder & CEO
00:17 – Introduction
01:59 – Overview of Diaceutics
02:54 – Overview of the period
04:37 – A transformative year
07:17 – Strategic roadmap
08:18 – Customer needs
09:38 – DXRX Platform
10:16 – Our products
11:34 – Our data
12:24 – Why Diaceutics wins
13:41 – ESG
Nick Roberts, CFO
14:47 – Financial KPIs
16:53 – Income statement
18:01 – Revenue and margin growth
20:19 – Cash position
22:38 – Transition of business
Peter Keeling, Founder & CEO
23:33 – Why invest in Diaceutics
24:30 – Outlook
Diaceutics PLC is a United Kingdom-based diagnostic commercialization company. The principal activity of the Company is data analytics and implementation services. The Company is engaged in research and development activities in drug development science, testing data and software platform development. The Company's implementation services include test standardization, test quality assessment, laboratory tech support and others. The Company has established a range of products and outsourced advisory services, which help its pharma clients to optimize and deliver their marketing and implementation strategies for companion diagnostics. The Company provides the pharmaceutical companies with an end-to-end solution for the launch of precision medicine diagnostics enabled by DXRX - The Diagnostic Network. DXRX is the diagnostic commercialization platform for precision medicine, integrating multiple pipelines of diagnostic testing data from a global network of laboratories.
Monday Mar 21, 2022
Monday Mar 21, 2022
EMIS CEO, Andy Thorburn and CFO, Peter Southby present the full year 2021 results for the period ended 31 December 2021.
Andy Thorburn, CEO
00:17 – Introduction
Peter Southby, CFO
00:54 – Financial highlights
02:46 – Income statement
04:07 – Segmental analysis
05:40 – Revenue analysis
06:34 – Cash flow
07:50 – Balance sheet
08:36 – Guidance and trends
Andy Thorburn, CEO
10:52 – Operational highlights
13:16 – Investment in new technology
15:31 – ESG
20:47 – Looking forward
24:46 – EMIS-X analytics in use
26:30 – Portfolio enhancements
29:51 – Outlook
EMIS Group plc is a provider of healthcare software, information technology and related services in the United Kingdom. The Company operates through two segments: EMIS Health and EMIS Enterprise. Its EMIS Health segment is a supplier of integrated care technology to the National Health Service (NHS), including primary, community, acute and social care. Its EMIS Enterprise segment is focused on growth in the business-to-business (B2B) technology sector within the healthcare market, including management of medicines, partner businesses, life sciences and patient-facing services. The Company operates through its subsidiaries, which include Egton Medical Information Systems Limited, Ascribe Limited and Rx Systems Limited, trading under the EMIS brand; Patient Platform Limited, carrying on the business of Patient.info and Patient Access, and Pinnacle Systems Management Limited, is a provider of service management solutions to the community pharmacy market.
Friday Mar 18, 2022
Friday Mar 18, 2022
LCM’s CEO, Patrick Moloney and CFO, Mary Gangemi present the interim results for the period ended 31 December 2021, followed by Q&A.
Partrick Moloney, CEO
00:17 – Introduction
00:50 – Highlights
03:32 – Building scale
Mary Gangemi, CFO
06:26 – Financial highlights
08:40 – Balance sheet overview
09:20 – HY22 Cash movements
Partick Moloney, CEO
09:42 – Combined portfolio profile
12:54 – Progress of investment portfolio
16:49 – Current portfolio of direct investments
18:20 – LCM Global Alternative Returns Fund
19:17 – Business fundamentals
23:33 – Three year running performance metrics
24:24 – Track record
25:52 – Outlook
29:31 – Q&A
Litigation Capital Management Limited is an Australia-based litigation finance company. The Company is an alternative asset manager specializing in disputes financing solutions internationally. It operates through two business models: direct investments and funds management. LCM’s investment strategies include single-case, portfolios, and acquisition of insolvency claims. Its single-case investment includes investment in a single dispute globally. Its portfolio includes funding a bundle of single disputes in which LCM’s capital investment is collaterally secured against the proceeds of the entire portfolio of disputes. Its acquisition of insolvency claims includes investment in smaller disputes through the acquisition or assignment of the underlying cause of action. The Company’s product includes Fully Litigation, Litigation for finance companies, Funding for financial international arbitrations, Law firm/Portfolio funding, Disbursement finance, Security for costs, and others.
Friday Mar 18, 2022
Friday Mar 18, 2022
Eagle Eye's CEO, Tim Mason and CFO, Lucy Sharman-Munday present the interim results for the period ended 31 December 2021.
Tim Mason, CEO
00:17 – Introduction
01:06 – Summary of the period
01:46 – Market opportunity
02:45 – Core components of the strategy
03:39 – Eagle Eye: the retail nervous system
05:28 – Our platform
Lucy Sharman-Munday, CFO
06:12 – KPI’s
08:14 – Revenue split
09:03 – IFRS 15 revenue impact
10:24 – Redemption volumes
11:01 – Income statements
13:03 – Net cash bridge
Tim Mason, CEO
13:50 – Strategic focus
14:32 – Win & Transact
15:55 – Progress in North America
16:38 – Partnership with Neptune Retail Solutions
18:07 – ESG
21:08 – Outlook
22:45 – Q&A
Eagle Eye Solutions Group plc is a United Kingdom-based company, which is engaged in enabling businesses to create digital connections enabling personalized real-time marketing, through the provision of its marketing technology software as a service (SaaS) solution. Its Eagle Eye AIR platform enables clients to attract, interact with and retain consumers. It offers promotional campaigns for various brands. Eagle Eye AIR digitally incentivize and reward customer loyalty, whilst targeting promotions to optimize voucher redemption. The Company's digital marketing platform enables the issuance, management and redemption of gifts and rewards in real-time. Its solutions include connecting with customers, developing digital services, rewarding customer loyalty and rewarding staff loyalty. It provides services to various sectors, including food services, retail, grocery, and food and beverages.
Thursday Mar 17, 2022
Thursday Mar 17, 2022
Somero Enterprises CEO, Jack Cooney, President, John Yuncza and CFO, Enzo Licausi, presents the FY21 results, for the period ended 31 December, 2021, followed by Q&A.
Jack Cooney, CEO
00:17 – Introduction
John Yuncza, President
02:30 – 2021 In review
04:09 – Financial highlights
04:55 – Sales by territory
07:01 – Sales by product
Enzo Licausi, CFO
08:36 – Operating results
10:05 – Financial position
11:16 – Cash flows
12:54 – Dividend
John Yuncza, President
13:52 – Long term growth
15:38 – New products
17:46 – Products and applications
18:39 – International Growth
19:10 – Training and expertise
19:52 – 2022 Outlook
22:16 – Q&A
Somero Enterprises, Inc. is a manufacturer of laser-guided equipment. The Company's equipment is used to place and screed the concrete slab in all commercial building types, including all floors in multi-story buildings. Its products include CopperHead XD 3.0,, Mini Screed C, S-15R, S-22E, S-485, S-940, S-10A, and the S-158 Laser Screed machines, STS-11M Spreader, as well as the 3-D Profiler System software, the Somero Floor Levelness System, and the SP-16 Concrete Hose Line-Pulling and Placing System. The Somero 3-D Profiler System allows automatic paving of contoured sites using a Somero Laser Screed equipment. Its Somero Floor Levelness System Monitors Laser Screed performance, operator performance and reports alert percentages of issues. The Somero SiteShape System allows for grade shaping automatically using users' motor grader, dozer or other grading machine. The Somero laser-guided technology is used in construction projects including warehousing, retail, and commercial.
Tuesday Mar 15, 2022
Tuesday Mar 15, 2022
LCM's CEO, Patrick Moloney & CFO, Mary Gangemi give an overview of their results for the period ended 31st December 2021.
Patrick Moloney, CEO
00:17 - Introduction
01:08 - Period highlights
Mary Gangemi, CFO
02:54 - Financial performance
Patrick Moloney, CEO
03:59 - Management update
04:44 - Outlook
Litigation Capital Management Limited is an Australia-based litigation finance company. The Company is an alternative asset manager specializing in disputes financing solutions internationally. It operates through two business models: direct investments and funds management. LCM's investment strategies include single-case, portfolios, and acquisition of insolvency claims. Its single-case investment includes investment in a single dispute globally. Its portfolio includes funding a bundle of single disputes in which LCM's capital investment is collaterally secured against the proceeds of the entire portfolio of disputes. Its acquisition of insolvency claims includes investment in smaller disputes through the acquisition or assignment of the underlying cause of action. The Company's product includes Fully Litigation, Litigation for finance companies, Funding for financial international arbitrations, Law firm/Portfolio funding, Disbursement finance, Security for costs, and others.
Wednesday Mar 09, 2022
Wednesday Mar 09, 2022
Headlam's CEO, Chris Payne presents the full year 2021 results for the period ending 31st December 2021.
00:17 - Introduction
00:25 - Agenda
00:53 - About us
02:19 - Financial highlights
05:11 - Financial track record
06:34 - UK Distribution daily sales
07:40 - Strategy and operations
07:48 - Operational highlights
09:48 - Business change strategy
10:46 - Strategy in action
11:32 - Trade counters
13:27 - Multiple retailers
15:19 - Digital and Ecommerce applications
17:08 - Product and brand development
18:12 - Suppliers and buying
19:52 - Financial overview
27:31 - Shareholder returns
29:38 - ESG Strategy
31:52 - Trading update and Outlook
Headlam Group plc is a United Kingdom-based company, which is engaged in the sales, marketing, supply and distribution of floorcovering and other ancillary products in the certain Continental Europe territories. The Company has 63 operating segments in the United Kingdom and three operating segments in Continental Europe (France and the Netherlands). The Company’s customer base covers both the residential and commercial sectors. It is focused on providing customers with services through the product offering, unrivalled product knowledge and tailored solutions, sales team and marketing support, e-commerce support, and nationwide delivery and collection service. The Company has approximately 21 distribution hubs and centers.
Tuesday Mar 08, 2022
Tuesday Mar 08, 2022
Newly appointed CEO, Nicola Thompson and CFO, Adrian Evans summarise the year's results and their strategic vision for the year ahead.
00:18 Introduction
Nicola Thompson, CEO
00:43 Strategic vision
Adrian Evans, CFO
06:18 Financial highlights
Nicola Thompson, CEO
08:49 Operational and strategic achievements & focus for 2022
Adrian Evans, CFO & Nicola Thompson, CEO
11:16 The outlook
Made.com Group Plc is a United Kingdom-based holding company. The Company through its subsidiary, Made.com Limited, is engaged in the online retail of furnishings and homeware. The Company operates under two reportable segments: UK operations and Continental Europe operations. It sells its products across the United Kingdom, Germany, Switzerland, Austria, France, Belgium, Spain and the Netherlands through its e-commerce platform. The Company partners with over 150 established and up-and-coming designers, artists and collaborators. The Company's subsidiaries also include Made.com Design Ltd, Made.com Netherlands B.V, Made.com Trading Limited and Made.com Company Limited.
Monday Mar 07, 2022
Monday Mar 07, 2022
Here, Larry Zulch discusses the implications of the massive increase in energy prices, together with the Ukraine – Russia conflict to drive the transformation to alternative energy; and what that means for the sector and specifically Invinity.
Long duration energy storage (LDES) will be integral to the alternative energy transition. Here Larry explains more about vanadium flow batteries, and other options. LDES will be a £10+ billion market, where Infinity, through the partnership with Siemens Gemesa, target 10% market share by 2030, and providing over 100 GWh during the next 5-8 years. Funding for this will be supported by Governments around the world, in particular, the USA and Germany accelerating their energy transition.
The race is on for this to happen quickly. For Invinity, expect news on the Siemens Gemesa product and commercialisation early next year.
00:48 Is the accelerating cost of oi and gas driving the transition to renewable energy and who will be the winners?
03:50 What are the options for long duration energy storage (LDES)?
05:03 Lithium batteries versus vanadium flow batteries?
06:34 Hydrogen and sodium versus vanadium flow batteries?
09:09 Advantages of Vanadium flow batteries
10:04 What is happening in the USA with Biden’s Infrastructure Bill?
11:08 Something talked about is the frequency response companies exploiting the energy situation supplying the grid using old gas and diesel engines. How much is this happening?
12:46 With the current economic situation, we can see a major move to bring battery metal supply back to the west, does this impact the battery supply chain and of course the LDES situation?
14:42 Does anyone control the source of vanadium, and will demand push the price up?
16:48 How big is the market for long duration energy storage, and what percentage is likely to be taken by vanadium flow batteries?
21:38 How quickly can the renewable energy transition be accelerated, can we get supply on stream within the short term?
23:31 How important to IES is the UK Government award to develop a 40mw project with Pivot Power and EDF? Who else is involved?
28:02 Progress with the Siemens Gemesa joint development project.
30:16 The best geographies for IES production and supply?
32:00 How easy is it to take production from 30 MWh to multiple GWhs?
Invinity Energy Systems PLC, formerly Redt Energy Plc, is a jersey-based vanadium flow battery company. The Company’s vanadium flow batteries are a form of non-degrading energy storage, already deployed and a key alternative to conventional lithium-ion batteries. The vanadium flow batteries are a form of heavy-duty, stationary energy storage, used primarily in high-utilization applications such as being coupled with industrial scale solar generation for distributed, low-carbon energy projects. Its flow batteries store energy in a non-flammable, liquid electrolyte, held in tanks within a self-contained module. Its storage markets are Europe, North America, Asia, Australasia and Africa.
Monday Mar 07, 2022
Monday Mar 07, 2022
Various Eateries Executive Chairman, Andy Bassadone, Chief Financial Officer, Oli Williams & CEO, Yishay Malkov give an overview of the full year 2021, for the 53-week period to 3 October 2021.
Andy Bassadone, Executive Chairman
00:22 Overview of the full year
Oli Williams, Chief Financial Officer
01:20 Financial highlights
Yishay Malkov, Chief Executive Officer
02:15 Site expansion
Andy Bassadone, Executive Chairman
04:40 Outook
Various Eateries PLC is a United Kingdom-based company that owns, develops, and operates restaurant, clubhouse, and hotel sites in the United Kingdom. The Company is engaged in the operation of non-members clubs, restaurants, hotels, bars and lounge areas in London and the South East of England. The Company operates its restaurant business under Coppa Club and Tavolino brands across 11 locations. Coppa Club is a multi-use, all-day concept that combines restaurant, terrace, cafe, lounge, bar and working spaces. The Tavolino, is an Italian food restaurant brand.
Friday Feb 25, 2022
Friday Feb 25, 2022
Windward IPO’d December 2021. Here, Co-founder & CEO, Ami Daniel, CMO, Irit Singer and CFO, Ofer Segev, introduce the company.
Ami Daniel, Co-founder & CEO
00:17 – Introduction
01:24 – Overview of Windward
Irit Singer, CMO
04:10 – Market strategy
05:07 – Growth strategy
Ami Daniel, Co-founder & CEO
06:24 – Ocean Freight Visibility launch
12:57 – Case studies
15:42 – How does it work?
17:03 – Why Windward?
17:35 – Closing remarks
Windward is a leading predictive intelligence company, fusing artificial intelligence and maritime expertise to digitalize the global maritime industry.
Windward’s AI-powered software solution provides real time information and insights on major seafaring vessels at sea, enabling stakeholders within the maritime eco-system to make intelligence-driven decisions to manage risk and achieve business and operational insights. Its customers include a number of leading participants across the maritime industry covering banks, commodity traders, insurers, government agencies, and major energy and shipping companies.
Wednesday Feb 09, 2022
Wednesday Feb 09, 2022
Wynnstay CEO, Gareth Davies and CFO, Paul Roberts present full-year 2021 results for the period ended 31 October 2021. These are record results with a significantly improved trading environment. They outline the growth plans and the prospects for future positive development. Trading for the new financial year has begun well, in line with expectations.
Gareth Davies, CEO and Paul Roberts, CFO
00:17 Introduction
Gareth Davies, CEO
00:50 Business overview
03:27 Geographic reach
04:35 Operational highlights
Paul Roberts, CFO
06:17 Financial Overview
Gareth Davies, CEO
14:43 Trading environment
16:06 Feed division
18:27 Arable sector
20:32 Glasson
21:38 Specialist agricultural merchanting
24:19 Growth strategy
25:36 ESG
27:34 Summary and outlook
28:24 Q&A
Wynnstay Group Plc is a United Kingdom-based manufacturer and supplier of agricultural products and services. It operates through two segments: Agriculture and Specialist Agricultural Merchanting segment. The Agriculture segment is engaged in manufacturing and supply of animal feeds, fertilizer, seeds and associated agricultural products. Its Feed division, which operates approximately two compound feed mills and one blending plant, offers a range of animal nutrition products to the agricultural market. Its Glasson division is a producer of blended fertilizer, a supplier of feed raw materials and a manufacturer of added-value products to specialist animal feed retailers. Its Arable division supplies a range of products to arable and grassland farmers, including seed, fertilizer, and agro-chemicals. The Specialist Agricultural Merchanting supplies a range of products to farmers, smallholders, and pet owners. Its Youngs Animal Feeds sells a range of equine and small animal feeds.
Wednesday Feb 02, 2022
Wednesday Feb 02, 2022
NWF Chief Executive, Richard Whiting and Group Finance Director, Chris Belsham present the half year results for the period ended 30 November 2021.
Richard Whiting, Chief Executive
00:18 Introduction
00:34 Overview and highlights
Chris Belsham, Group Finance Director
07:40 Financial review
Richard Whiting, Chief Executive
13:25 Development strategy
Chris Belsham, Group Finance Director
17:30 Acquisition process
Richard Whiting, Chief Executive
20:00 ESG framework
21:00 Summary and outlook
Q&A 22:43
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.
Tuesday Feb 01, 2022
Tuesday Feb 01, 2022
SThree Interim CEO, Timo Lehne, and CFO, Andrew Beach present the full year 2021 results for the year ended 30 November 2021.
Timo Lehne, Interim CEO
00:20 – Introduction
02:42 – Strategy
03:47 – Highlights of the period
04:26 – Progress against strategic pillars
06:26 – ESG
07:59 – Our Purpose in action
Andrew Beach, CFO
08:54 – Record net fees and profits
10:05 – Return to strong trading
11:07 – Very strong fee growth
11:43 – Continued trend towards employed contractors
12:37 – Regional and sector split
13:55 – Strong net fee margins driving performance
14:26 – Significant growth in productivity
15:06 – Record net fee performance drives operating profit
15:33 – Net cash position
15:07 – EPS and dividends
16:35 – Future visibility of the contract business
17:01 – Outlook
15:52 – Key financial takeaways
Timo Lehne, Interim CEO
18:12 – Strategic outlook
19:52 – Driving towards continued growth
SThree plc brings skilled people together to build the future. They 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 with 2,700 staff. Their brands include Computer Futures, Progressive, Huxley, Real, JP Gray, Global Enterprise Partners and Madison Blacl. SThree is part of the Industrial Services sector and listed on the Premium Segment of the London Stock Exchange’s Main Market, trading with ticker code STEM.
Friday Jan 28, 2022
Friday Jan 28, 2022
IDOX CEO, David Meaden & CFO, Rob Grubb present the full year 2021 results for the year ended 31st October 2021, to analysts.
David Meaden, CEO
00:18 Introduction & highlights
03:05 Strategy overview: Four pillars and three phases
Rob Grubb, CFO
05:30 Financial review
David Meaden, CEO
18:58 Strategy & operations
Rob Grubb, CFO
25:14 Fly Phase: Buy and Build
David Meaden, CEO
34:05 ESG
36:33 Outlook
37:34 Q&A
Idox plc is a supplier of specialist information management software and solutions to the public and asset intensive sectors. The Company operates primarily in the United Kingdom, the United States of America, Europe and Australia. The Company provides applications to the United Kingdom local government for core functions relating to land, people and property, including planning systems and election management software. The Company's segments include Public Sector Software (PSS) and Engineering Information Management (EIM). PSS segment delivers specialist information management solutions and services to the public sector. The EIM segment delivers engineering document management and control solutions to asset intensive industry sectors, such as oil and gas, architecture and construction, mining, utilities, pharmaceuticals and transportation.
Monday Jan 24, 2022
Monday Jan 24, 2022
Accrol Executive Chairman, Dan Wright, CEO Gareth Jenkins and CFO, Richard Newman present interim results for the year ended 31 October 2021.
Dan Wright, Executive Chairman
00:17 – Introduction
Gareth Jenkins, CEO
01:59 – Performance summary
03:38 – Market and revenue overview
Richard Newman, CFO
04:43 – Financial headlines
06:15 – Financial overview
07:53 – Protecting our margins
Gareth Jenkins, CEO
09:39 – Commercial development
12:31 – Operational highlights
13:42 – ESG
14:28 – Outlook
Dan Wright, Executive Chairman
15:53 – Strategic review
18:42 – Q&A
Accrol Group Holdings plc is a United Kingdom-based independent tissue converter and supplier of toilet tissues, kitchen rolls and facial tissues. The Company supplies to a range of discounters and grocery retailers across the United Kingdom (UK). It imports Parent Reels from around the world and converts them into finished goods at its manufacturing, storage and distribution facility in Blackburn, Lancashire. The Company operates from five sites, including four in Lancashire. The Company has 15 converting lines in operation providing capacity of approximately 118,000 tons per annum. Its subsidiaries include Accrol UK Limited, Accrol Holdings Limited and Accrol Papers Limited.
Friday Jan 21, 2022
Friday Jan 21, 2022
Here is the seventh Stockopedia / PIWORLD StockSlam hosted by Damian Cannon. The format, each ‘slammer’ has 3 minutes to ‘slam’ their stock followed by 3 minutes of audience questions. All are really great pitches, which shows the variety of private investor styles. We are really grateful to all the 'slammers'. This event only happens because of them and the fabulous community we all enjoy. If you’d like to 'slam' at a future StockSlam, please contact us via the PIWORLD contact page.
Remember, these are just ideas, the presenter is probably talking their own book. Please do your own research!
The next Stockopedia/PIWORLD StockSlam is Wednesday 6th April, 6pm. Register to attend via the events page. Email via the contact page to take part.
00:18 Introduction by Damian with a review of the performance of previous slams.
03:00 Damian Cannon: Henderson Smaller Companies IT (HSL)
09:45 Rebecca Stewart: Frasers (FRAS)
16:30 Martin Flitton: GETBUSY (GETB)
24:35 Dave Sullivan: Shield Therapeutics (STX)
33:30 Robert Corden: Jade Road Investments (JADE)
40:45 Vivek Sharma: Premier Foods (PFD) This was recorded 19.1.22 prior to the earnings upgrade the following day. Good call!
48:40 Michael Tuckman: Bango (BGO)
55:37 James Tapp: Time Finance (TIME)
01:03:39 Ben Miller: Beazley (BEZ)
01:11:12 Jack Brumby: CentralNic (CNIC)
Friday Jan 14, 2022
Friday Jan 14, 2022
The Creightons management team present the interim results for the period ended 30 September 2021.
Bernard Johnson, Group Managing Director
00:17 – Introduction
Eamon Murphy, Group Finance & Commercial Director
03:36 – Financial highlights
06:37 – Revenue
07:53 – Operating profit before exceptional costs
08:34 – Profit margin
09:00 – Diluted EPS
10:00 – Cash flow statement
11:55 – Working Capital
13:00 – Acquisitions
Pippa Clark, Global Marketing Director/Deputy MD
14:18 – Market overview
17:46 – Divisional performance
23:04 – Brand performance
26:27 – Brand acquisition: Emma Hardie
29:25 – Brand acquisition: Brodie + Stone
31:30 – Brand penetration
33:10 – Brand: Digital
34:31 – Drivers for growth
35:25 – Opportunities & Challenges
36:58 – The way ahead
Gary Armstrong, Head of Business Strategy
38:52 – Introduction
40:42 – Brand acquisitions
43:43 – Digital
44:56 – Sustainability
Bernard Johnson, Group Managing Director
46:37 – The way ahead
50:39 – Aspirations
55:27 – Q&A
Creightons plc is a United Kingdom-based company engaged in development, marketing and manufacturing of toiletries and fragrances. The Company operates through three business streams: own branded business, private label business, and contract manufacturing business. The own branded business develops, markets, sells and distributes products it has developed and owns the rights to. The private label business focuses on private label products for street retailers and supermarket chains. The contract manufacturing business develops and manufactures products on behalf of third-party brand owners. Its toiletries product portfolio consists of haircare, skincare, bath and body, and male grooming. Its services include market analysis, creative concept generation, product development, brand development, manufacturing, and logistics. Its brands include Frizz No More, Volume Pro, Argan Body, Argan Smooth, Keratin Pro, Bronze Ambition, Sunshine Blonde and Beautiful Brunette, and Just Hair.
Friday Jan 14, 2022
Friday Jan 14, 2022
Richard Crow (@RebelHQ) comes back to defend his title against Daniel Jones and @leoinvestorUK. Each deliver a 10 minute pitch to Andy Brough, Schroders, Judith MacKenzie, Downing and Stephen English, Stellar Asset Management. Excellent presentations followed by penetrating Q&A. Then, the Fund Managers deliver their verdict on the pitch and the stock. Who has Sold it to the City this time? And, who will ultimately win the prize lunch with one of these fund managers? Great fun and insight.
00:18 Introduction
02:00 Richard Crow, (@RebelHQ) pitching: Shoe Zone (SHOE)
Obviously Richard pitched this stock (10.1.22) a day before SHOE's FY results, so events have overtaken, with the share price up c20% on results. Good call!
10:05 Shoe Zone (SHOE) Q&A
20:18 Fund managers feedback on Shoe Zone (SHOE) & Richard’s pitch
26:23 Daniel Jones, Synthomer (SYNT)
35:57 Synthomer (SYNT) Q&A
44.00 Fund managers feedback on Synthomer (SYNT) & Daniel's pitch
47:40 @LeoInvestorUK Capital Drilling (CAPD)
57:25 Capital Drilling (CAPD) Q&A
1:07:57 Fund managers feedback on Capital (CAPD) & Leo’s pitch
1:12:05 The scores!
Please get in touch via the PIWORLD contact page, to put yourself forward to pitch at the next Sell it to the City. We'd love any investors to come forward, especially younger investors who might be trying to get into the City. What better opportunity to get your name known and to add the experience to your CV? For those with more years, it's a great challenge, and forces us to really analyse that prize holding. The idea is to find a hidden gem that these Fund Managers know little about or have missed in their own research, and to have a bit of fun. https://www.piworld.co.uk/contact/
Thursday Jan 13, 2022
Thursday Jan 13, 2022
Knights CEO, David Beech and CFO, Kate Lewis present the interim results for the period ended 31st October 2021, to analysts.
David Beech, CEO
00:18 Introduction & overview
Kate Lewis, CFO
05:33 The financials
David Beech, CEO
22:25 Growth strategy
33:56 Summary & outlook
David Beech, CEO & Kate Lewis, CFO
35:00 Q&A
Knights Group Holdings plc is a United Kingdom-based holding company. The Company is primarily engaged in the provision of legal and professional services through its subsidiaries. The Company invests in various sectors, including agriculture and the food supply chain, aviation, consumer and retail, Energy, waste and natural resources, financial and professional services, gambling, healthcare, industrials, transport and support services, property management and development, technology, media and telecommunications. The Company’s service line includes real estate, dispute resolution, corporate, employment and private client services. It delivers services to over 13,000 business clients from approximately 17 office locations across the United Kingdom.
Friday Dec 17, 2021
Friday Dec 17, 2021
Begbies Traynor Executive Chairman, Ric Traynor and CFO, Nick Taylor outline the interim results for the period ended 31st October 2021.
Ric Traynor, Executive Chairman
00:32 What Begbies Traynor does
01:39 Summary of results
Nick Taylor, CFO
02:34 Financial highlights
03:33 Growth by division
05:53 Update on acquisitions
07:40 Cash
Ric Traynor, Executive Chairman
09:22 The insolvency market
11:39 Recovery and advisory developments
13:21 Property - growth opportunities
14:45 Growth strategy
16:00 Growth track record
16:38 Outlook
17:28 Q&A
Begbies Traynor Group plc is a business recovery, financial advisory and property services consultancy company. It operates through two segments: business recovery and financial advisory services, and property advisory and transactional services. It provides a range of services, including corporate and personal insolvency, corporate finance, financial advisory, valuations, transactional services, and property consultancy, planning, and management. The corporate and personal insolvency services include handling of corporate appointments in the United Kingdom, serving the mid-market and smaller companies. Its corporate finance services include buy and sell side support on corporate transactions. Its financial advisory services include debt advisory, due diligence, and transactional support, pensions advisory, business, and financial restructuring, forensic accounting and investigations. Its valuation services include valuation of property, businesses, machinery, and business assets.
Friday Dec 17, 2021
Friday Dec 17, 2021
Richard talks through the thrills and spills of his year. Up 42.5% at his high, and still up over 30% when we spoke, now, probably higher with National World #NWOR reporting ahead of expectations on 16th December, a day after recording. A brilliant performance but not everything went to plan. As always, Richard gives us some great nuggets, take profits when your weighting goes above your comfort threshold; weight your position size according to the market cap, and he observes, the top holdings are where you make your money, the bottom is where you get whiplashed. His main learning of the year is to have more patience.
Richard may be long or short any companies mentioned, please do your own research.
00:58 Richard’s year to date performance
02:24 What went badly: Synthoma #SYNT
13:17 What went well? Polar Capital #POLR
17:47 Made.com #MADE
28:33 Best performer: Reach #RCH 35:37 National World #NWOR
37:22 UP Global Sourcing #UPGS; Macfarlane #MACF & Devro #DVO
39:57 Bloomsbury #BMY
43:39 IPOs and liquidity/illiquidity
44:40 Has the macro picture changed your stock selection criteria?
49:33 AB Foods #ABF; Homeserve #HSV
50:45 Cash
52:45 Santa rally
53:39 Seraphine #BUMP
59:40 Wincanton #WIN
01:01 52 Will the FTSE100 close up, down or flat by 15th December 2022?
Richard’s background in his own words:
My interest in the London stock market came about in the early 80’s – working over the summer holidays whilst at college, as a post boy – leading to being somewhat of a gofer for a man called Zimmerman, who help build Mercury Asset Management in the 1980s. The taste of the moving parts of the City gave me my first real joy of City life – and I loved it.
1986 – joined Lazard Brothers (via the back door) as a Trust Accountant, valuing and doing the daily book-keeping for investment trusts/unit trusts. Had my chance to move to the front office in 1988 as an assistant fund manager on the bond the international desks. Met my first real mentor John Innes, helping to manage and win major international global accounts – flying around the world in my mid 20’s.
Realised the real way to learn the skills needed to manage money was via mentors – very good ones. My real passion is to manage money invested directly in stocks and shares – where I saw the excitement and thrills – and having the belief I could make serious money. Passed my analyst and other professional exams then had the chance to join a real modern-day investment legend – Richard Smith – becoming his no.2 on the Lazard UK Small Companies desk. Over the following 5 years gained the opportunity to build the investment style foundation stones – I still follow today.
The importance of skilled mentors – is the real key to the success of any young professional – especially in the investment world. True 30 years ago – true today.
1997 – left Lazard to join the sell-side (stockbroking), Chaterhouse – specialising in small and mid-cap UK companies. An amazing experience, helping to take a mid-ranking firm to No1.
2001 – sold my soul to Merill Lynch.
2005 – returned to the buy-side with Cazenove to help run the UK-focused hedge funds – mixing my stock-picking skills to their business cycle style. Ended up with about £1.5billion of funds to manage and becoming one of the most successful performing UK hedge funds in the UK in that period, especially the GFC.
2010 – left Cazenove to join Trium – a private family wealth office – managing our own money – no clients – simply an absolute returned focused approach. Long – short. And both short and long-term objectives and managing my own pa. money alongside.
Friday Dec 17, 2021
Friday Dec 17, 2021
The Ilika management team outline the business, the market and the opportunities. Further, five partners illustrate their use of Ilika's solid state batteries. The day ends with a tour of the facilities. This overview brings to life the scope of applications for both Stereax and Goliath and the path to commercialisation for Ilika.
Graeme Purdy, CEO
00:18 Overview of the day
01:32 Introduction to the presentation
02:05 The management team
03: 51 Business overview & global battery markets
05: 58 Solid state batteries
08:00 The business model: Stereax
John Tinson, VP Sales & Marketing
09:40 Stereax for Smart Orthopaedics
12:10 Nerve Stimulators by Stereax
14:12 Client testimonial: Vitruvens
15:40 Client testimonial: NXT STIM
17:41 Client testimonial: BLINK ENERGY
19:35 Client testimonial: WindTak
Graeme Purdy, CEO
21:08 Goliath addressable market growth
John Tinson, VP Sales & Marketing
24:00 Goliath cells for Super/Hyper cars
26:29 Goliath non-auto application
Robin Bell, VP Product Development
28:45 Goliath Technical progress
29:59 NPD to MVP
30:47 Goliath commercialisation pathway & manufacturing scale-up
Steve Boydell, CFO
32:24 Post year end fund raise
33:00 OTCQX
Graeme Purdy, CEO
34:00 Summary
34:33 Q&A
45:06 Facility tour
49:33 Graeme Purdy reflections on the day.
Ilika plc is the holding company. The Company is engaged in the production, design and development of high throughput methods of material synthesis, characterization and screening. It has developed solid-state battery technology to meet the demands of the Internet of Things (IoT). The Company has materials development programs addressing a range of applications, including the solid-state battery, aerospace alloys and electronic materials. It has developed a type of lithium-ion battery, which, instead of using the usual liquid or polymer electrolyte, uses a ceramic ion conductor. It offers Stereax M250 rechargeable, thin film battery. It has applications in autonomous sensor devices, smart homes (heating, ventilation and air conditioning (HVAC), security, light), automotive (infotainment, sensors), logistics (asset tracking), medical devices (biometric monitoring) and wearables. It is also developing superalloys, self-healing alloys and smart materials for electronic data storage.
Monday Dec 13, 2021
Monday Dec 13, 2021
SThree CEO, Mark Dorman and CFO Andrew Beach give the full-year 2021 trading update to analysts and investors.
Mark Dorman, CEO
00:18 Introduction & full-year summary
Andrew Beach, CFO
02:55 Summary of contract and permanents fees
03:59 Regional and sector split
05:15 DACH
05:48 EMEA excluding DACH
06:27 USA
06:50 APAC
07:23 Contractor order book & balance sheet
Mark Dorman, CEO
08:30 Outlook
Mark Dorman, CEO & Andrew Beach, CFO
09:55 Q&A
Mark Dorman, CEO
25:26 Closing remarks
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.
Thursday Dec 09, 2021
Thursday Dec 09, 2021
WH Ireland's CEO Phillip Wale presents a short overview of the Group’s half year results for the six months ended 30 September 2021.
00:24 Introduction
00:32 Financial highlights
01:28 Operational highlights
02:23 Wealth Management
03:00 Capital Markets
03:40 Strategy & 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 09, 2021
Thursday Dec 09, 2021
A tremendous interview that gives some insight to the highs and lows of 2021. What companies and Andy have learned through Covid. The hunt for disrupters. Activists and bid activity. The attractions of the FTSE100. We hear how an institution exits a position. The attractiveness of an IPO, a placing or an overhang. Director buys and sells. Latterly, we discuss bitcoin and NFT’s (Non Fungible Tokens). Finally, for those who want the investing challenge (or fancy themselves as a Fund Manager!), we discuss the new PIWORLD series, Sell it to the City, and what the Fund Managers, Andy, Judith and Stephen are looking for from contestants. Please contact PIWORLD.CO.UK if you want to take part. A very engaging and informative listen. Thank you Andy!
01:02 How has 2021 been?
01:46 Omicrom?
03:28 Views on a Santa rally?
05:18 Inflation
07:05 Tapering
08:17 Disrupters Reach #RCH, Future #FUTR, Lookers #LOOK, Inchcape #INCH
12:15 Property - Grainger #GRI
13:11 FTSE100, FTSE250 v AIM Royal Mail #RMG; Land Securities #LAND; #WISE, Marks & Spencer #MKSN
17:18 Activists: Elliot, Glaxosmithkline #GSK, Taylor Wimpey #TW., Clinigen #CLIN, Pearson #PSON, Johnson Matthey #JMAT
17:50 Which holdings which will move the dial? Frasers #FRAS, Studio Retail #STU
19:00 Bid activity Clinigen #CLIN
19:47 Studio Retail #STU
22:43 Learnings from 2021
25:22 Tremor #TRMR
26:47 Bid pick for 2022 Indivior #INDV
28:39 Crystal Amber and selling an overhang #DLAR
30:57 Institutional pools of liquidity & IPOs
32:18 Preference to buy and IPO, placing or overhang?
34:18 Evolution of Covid: what went well and what went badly
37:44 Director buys and sells Telecom Plus #TEP; Tremor #TRMR Fraser #FRAS
40:19 Bitcoin
41:40 NFTs
42:14 Where to find Andy Brough & his funds
42:41 Sell it to the City: what is it? What the Fund Managers want to hear.
(Sell it to the City - Episode 1: https://www.piworld.co.uk/education-videos/piworld-sell-it-to-the-city-october-2021/)
About Andy Brough:
• Head of the UK & European Small and Mid Cap team
• Manager of the Schroder Mid 250 Fund and the Schroder UK Smaller Companies Fund
• Co-Manager of the Schroder UK Mid Cap Fund plc and Co-manager of the Schroder Institutional UK Smaller Companies Fund
• Co-manager of Schroder ISF European Smaller Companies
• Investment career commenced on joining Schroders in 1987
• Chartered Accountant
• BSc in Economics, Manchester University
Wednesday Dec 08, 2021
Wednesday Dec 08, 2021
MindGym CEO, Octavius Black and CFO, Richard Steele present the interim results for the period ended 30th September 2021.
Octavius Black, CEO
00:17 – Introduction
00:32 – Dominic Neary, CFO Designate
03:32 – Agenda
03:45 – Half Year results
04:56 – Regional growth
Richard Steele, CFO
06:40 – Revenue breakdown
Octavius Black, CEO
08:09 – Innovation
Richard Steele, CFO
12:32 – P&L Statement
13:47 – Balance sheet
15:11 – Cash flow
Octavius Black, CEO
15:39 – New digital products (Performa)
25:21 – Current trading & Outlook
26:17 – Closing remarks
Mind Gym PLC is a United Kingdom-based company that provides professional leadership skills and business relationship management services. The Company offers a range of solutions, such as performance management, management development, diversity and inclusion, change, ethics, reorganization, personal effectiveness, on-boarding, employee engagement, and customer services.
Wednesday Dec 08, 2021
Wednesday Dec 08, 2021
WH Ireland CEO, Phillip Wale, CEO, Chairman, Phil Shelley, CFO, Simon Jackson & Head of Wealth Management, Stephen Ford, present the interim results for the period ended 30th September 2021.
Phillip Wale, CEO
00:18 – Introduction
Phil Shelley, NEC
01:54 – Financial Highlights
03:37 – Operational Highlights
Simon Jackson, CFO
05:45 – Income statement
06:51 - Gross revenue analysis
07:41 – Balance sheet & Regulatory capital
Stephen Ford, Head of Wealth Management
08:36 – Wealth management
Phil Shelley, NEC
11:07 – Capital markets
12:39 – Strategy
15:44 – Current trading & 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.
Wednesday Dec 08, 2021
Wednesday Dec 08, 2021
ENGAGE XR management introduce us to their metaverse. Their clients include BMW, 3M and Facebook. There are numerous applications of the metaverse, for staff, for customers and for many aspects of our lives. Is this our new reality? Will we all be hanging out in the metaverse and buying our NFTs? Their revenue model including one off payments, a subscription model and market place purchases with Non Fungible Tokens, NFT's. A fascinating business at the forefront of this fast developing virtual market.
00:21 - Opening remarks
David Whelan, CEO
00:59 - Introduction
Chris Madsen, US Business Development
01:50 - What is the 'Metaverse'?
David Whelan, CEO
02:43 - Evolution of the web
04:00 - Trailer for 'Engage Oasis'
06:43 - Our market opportunity
07:44 - How does the Engage Metaverse work?
08:27 - Our revenue model
09:17 - Use case (3M)
Seamus Larrissey, CFO
16:48 - Finance update
21:02 - Q&A
ENGAGE XR Holdings plc (ENGAGE XR), formerly VR Education Holdings PLC, is an Ireland-based company. The Company is focused on providing virtual communications solutions through its software platform, ENGAGE. ENGAGE provides users with a platform for creating, sharing, and delivering virtual reality (VR) content for communication, training, and online events. It provides it’s for education, training, and online events through its three solutions: Virtual Campus, Virtual Office, and Virtual Events. The ENGAGE platform supports both VR and non-VR devices with regular updates to its supported devices list. ENGAGE supports the six degrees of freedom (DoF) headsets including: Oculus, Vive, Pico and Windows Mixed Reality (MR) devices. It also supports standard Windows 10 personal computer (PC), phones and tablets running either Android or Apple iOS. It offers customization options and the ability to upload private content to either ENGAGE servers or to custom hosting solution on request.
Monday Dec 06, 2021
Monday Dec 06, 2021
TXPimpact CEO & Co-Founder Neal Gandhi and CFO, Oliver Rigby present the interim results for the period ended 30th September 2021.
Neal Ghandi, CEO & Co-Founder
00:17 – Introduction & Agenda
00:53 – Half Year summary
Oliver Rigby, CFO & Co-Founder
02:47 – Financial results
05:23 – ESG
07:04 – Revenue and EBITDA growth
07:27 – Cash flow
08:18 – Revenue breakdown
08:52 – Income statement
09:15 – Adjusted PBT reconsolidation
12:30 – Adjusted EPS
13:22 – Statement of financial position
Neal Ghandi, CEO & Co-Founder
14:28 – Operational review
19:29 – Our market
22:10 – Our strategy
29:49 – EBITDA % to date
30:31 – Commercial vision for 2025
32:09 – ESG vision for 2025
32:56 – Outlook
33:53 – Q&A
42:23 – Closing remarks
TPXimpact Holdings PLC, formerly The Panoply Holdings PLC, is a United Kingdom-based technology-enabled services company. The Company is focused on digital transformation. The Company's segments include Consulting and innovation, Software development and Automation. The Consulting and innovation services include strategy consulting and service design. The Software development services include digital transformation, technical software development, cloud-based services and information technology (IT) implementation. The Automation services include automation, robotics, chatbots and artificial intelligence (AI). The Company's subsidiaries include Bene Agere Norden AS, Manifesto Digital Limited, Questers Resourcing Limited, iDisrupted Limited and Greenshoot Labs Limited. Bene Agere Norden AS is a strategic and management consultancy with a focus on digital transformation. Manifesto Digital Limited is a digital experience agency.
Monday Dec 06, 2021
Monday Dec 06, 2021
Highlights of Oxford Metrics' full year results for the year ended 30 September 2021. This illustrates the technology, the 5 year growth strategy to achieve 2.5x revenue and to return adjusted Pre Tax Profit to 15%, and closes with the shorter term outlook.
00:11 - Period overview
01:11 - Five-year growth plan & the technology
02:36 - Sensing capabilites, analysis & embed technology
03:09 - Financial aims
03:45 - Outlook: Vicon, Yotta & the group
The Group trades through two market-leading divisions: Vicon and Yotta. Vicon is a world leader in motion measurement analysis to thousands of customers worldwide, including Guy’s Hospital, Industrial Light & Magic, MIT and NASA. Yotta’s cloud-based infrastructure asset management software enables central and local government agencies and other infrastructure owners to digitally manage their assets. Yotta has a large number of high-profile clients including VicRoads in Australia , Auckland Motorway System in New Zealand, and, in the UK, National Highways and over 160 local authorities.
The Group is headquartered in Oxford with offices in Leamington Spa, Gloucester, California, Colorado, and Auckland. Since 2001, Oxford Metrics (LSE: OMG), has been a quoted company listed on AIM, a market operated by the London Stock Exchange.
Friday Dec 03, 2021
Friday Dec 03, 2021
Sosandar Co-CEOs & Co-Founders, Ali Hall and Julie Lavington and CFO, Steve Dilks present the financial results for the six months ended 30 September 2021 and give an update on current trading.
Ali Hall, Co-CEO & Co-Founder
00:17 – Introduction & Agenda
00:36 – Overview of the period
Julie Lavington, Co-CEO & Co-Founder
02:53 – HY22 Highlights
Steve Dilks, CFO
04:50 – Financial & KPI Review
Julie Lavington & Ali Hall
14:09 – Product strategy
Julie Lavington, Co-CEO & Co-Founder
18:14 – Driving growth through third parties
19:48 – Powerful marketing strategy
Steve Dilks, CFO
23:47 – Supply chain
Julie Lavington, Co-CEO & Co-Founder
26:30 – Outlook
27:35 – Q&A
39:06 – Closing remarks
Sosandar PLC, formerly Orogen PLC, is a United Kingdom-based company that operates an online women’s wear platform. The Company’s clothing categories include dresses, jackets and coats, knitwear, shirts and blouses, tops, skirts, trousers, jeans, leggings, footwear, leather and suede, occasion wear, work wear, autumn trends, velvet and holiday shop. Its footwear products include Pewter Metallic Chelsea Boot, Red Leather Ankle Boot, Velvet Cylinder Heel Ankle Boot, Black Leather Stud Detail Ankle Boot, Black Suede Closed Toe Mule, Grey Velvet Court Shoe With Jeweled Brooch, Black Suede And Pewter Metallic Court Shoe, Black Leather Front Zip Ankle Boot, Leopard Print Leather Chelsea Boot, Steel Blue Leather Snake Print Ankle Boot And Black Suede Knee Boot. It also offers latest edit of day-to-night dresses, on-trend separates, luxe leather and outfit-topping shoes through its platform.
Wednesday Dec 01, 2021
Wednesday Dec 01, 2021
Treatt CEO, Daemmon Reeve and CFO, Richard Hope present the full year 2021 results to analysts, for the period ending 30th September 2021.
Slides can be downloaded here:
https://drive.google.com/file/d/1Mywkrr6kIV_zaqlRGBQt-MdiS9GqBFqd/view?usp=sharing
Daemmon Reeve, CEO
00:04 – Introduction
00:39 – Overview of the period
01:27 – Performance
03:55 – Growth trends
07:20 – ESG
Richard Hope, CFO
08:55 – PBT growth
10:08 – Dividends
10:37 – 2021 Financial review
11:31 – Cash flow
12:30 – Individual product categories
14:57 – Revenue
16:18 – Strategic evolution
17:02 – Financial metrics
Daemmon Reeve, CEO
17:42 – Market overview & Strategic priorities
19:16 – Accessing market growth opportunities
21:27 – Benefits of new UK site
24:08 – Current trading & Outlook
26:27 – Q&A
43:50 – Closing remarks
Treatt PLC is a United Kingdom-based ingredients manufacturer and solutions provider to the flavor, fragrance and consumer goods markets. The Company's geographical segments include United Kingdom, Rest of Europe, The Americas and Rest of the World. The Company's products include Essential oils, Citrus, Treattarome, Functional ingredients, Chemicals, Organic essential oils, Vegetable oils and Treatt brew solutions. Its Essential oils include Amyris Oil, Angelica Oil and Aniseed Oil. Treattarome products include Pineapple Treattarome, Honey Treattarome and Cucumber Treattarome. Its Citrus products include citrus oils, CitrustT, TreattZest and Citrus add-back range. Its Functional ingredients include beverage specialties, fragrance ingredients and sugar reduction products. Its chemicals include aroma chemicals, natural chemicals and Treatt Flavour Wheel. Its Vegetable oils include Borage Oil and Baobab oil. Its organic essential oils include Organic Aniseed Oil and Organic Lime Oil.
Produced by BRR Media. Distributed by PIWORLD.
Wednesday Dec 01, 2021
Wednesday Dec 01, 2021
TPXimpact Co-Founder and CEO, Neal Gandhi and Co-Founder and CFO, Oliver Rigby give an overview of the interim results for the period ending 30th September 2021.
Neal Gandhi, Co-Founder & CEO.
00:40 H1 overview
Oliver Rigby, Co-Founder & CFO.
01:42 Financial highlights
02:48 Impact goals update
Neal Gandhi, Co-Founder & CEO.
03:14 Growth strategy
04:57 Rebrand
05:59 Market opportunity
06:50 Outlook
TPXimpact Holdings PLC, formerly The Panoply Holdings PLC, is a United Kingdom-based technology-enabled services company. The Company is focused on digital transformation. The Company's segments include Consulting and innovation, Software development and Automation. The Consulting and innovation services include strategy consulting and service design. The Software development services include digital transformation, technical software development, cloud-based services and information technology (IT) implementation. The Automation services include automation, robotics, chatbots and artificial intelligence (AI). The Company's subsidiaries include Bene Agere Norden AS, Manifesto Digital Limited, Questers Resourcing Limited, iDisrupted Limited and Greenshoot Labs Limited. Bene Agere Norden AS is a strategic and management consultancy with a focus on digital transformation. Manifesto Digital Limited is a digital experience agency.