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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 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.
Tuesday Nov 30, 2021
Tuesday Nov 30, 2021
Benchmark's CEO, Trond Williksen and CFO, Septima Maguire present the full year results for the period ended 30th September 2021.
Trond Williksen, CEO
00:17 – Introduction
00:52 – Highlights of the period
04:21 – Performance highlights
06:48 – Operational highlights
Septima Maguire, CFO
13:16 – Financial review
15:44 – Segmental highlights
23:07 – Cash flow
24:29 – Looking forward
Trond Williksen, CEO
26:22 – Strategy
28:23 – ‘One Benchmark’ opportunities
29:33 – Current trading & Outlook
31:07 – Investment case
31:36 – Closing remarks
Benchmark Holdings plc is engaged in the provision of aquaculture health, genetics and nutrition. The Company’s segments include genetics, advanced nutrition and health. The Company develops products that helps fish and shrimp to improve their sustainability and profitability by improving yield, quality, and by reducing mortality. The Company’s products include high genetic quality ova for salmon, shrimp and tilapia, and breeding, program, specialist feeds for early stage shrimp and fish; probiotics, biocides and medicines.
Monday Nov 29, 2021
Monday Nov 29, 2021
ActiveOps CEO & Founder, Richard Jeffery and CFO, Patrick Deller present to analysts the interim results for the period ended 30th September 2021.
Richard Jeffery, CEO & Founder
00:17 – Introduction to ActiveOps
00:39 – Overview of the business
02:24 – The market
03:18 – Key financials
06:00 – H1 Areas of focus
07:50 – Operating regions
Patrick Dellar, CFO
08:16 – Strength of the SaaS model
09:04 – P&L statement
10:59 – Cashflow & Balance sheet
Richard Jeffery, CEO & Founder
12:21 – Strategy & Opportunity
14:30 – Market Opportunity
16:09 – Confident outlook
17:27 – Q&A
34:08 – Closing remarks
ActiveOps plc, formerly ActiveOps Limited, is a United Kingdom-based management process automation (MPA) software company. The Company provides a software as a service (SaaS) platform to enterprises with global back-offices. Its software and embedded back-office operations management methodology enables enterprises to adopt a data-driven approach to organizing work and managing capacity. The Company's enterprise platform comprises Workware+, its MPA software platform, and AOM, its operations methodology and framework for effective back-office management. Its cloud-based ControliQ employee performance management solution enables managers to simplify running operations. Its solution, WorkiQ, captures workforce analytics from desktop activity for employee engagement. The Company's OpsIndex Score & Benchmarking tool involves measuring the performance of the operational business on an enterprise level, department by department and against community level.
Friday Nov 26, 2021
Friday Nov 26, 2021
Alexandra Jackson, Fund Manager of the Rathbone UK Opportunities Fund. The fund has returned 20% ytd (as at 22.10.21) and has an impressive track record over the longer term. Here, we learn about Alexandra's selection criteria of scalability, durability, quality and governance. This does lead to some UK tech companies, which do exist! She outlines how the team assessed the portfolio during the March 2020 Covid crises, and reflects on lessons learned, referring to their score card to take emotion out of investing decisions. She makes it all sound so easy!
00:41 Alexandra’s background
02:05 The performance of the fund v FTSE All Share and peers
03:54 Approach and learnings from March 2020
06:05 Investment selection criteria:
Scalability: Future #FUTR & Keystone Law #KEYS
Durability: Diploma #DPLM
Quality: Halma #HLMA
Governance: Greggs #GRG
10:47 Valuations
12:05 Lower PE stocks in the portfolio: MJ Gleeson #GLE, Beasley #BEZ
13:53 IPOs: Oxford Nanopore Technologies #ONT; Bites Technology Group #BYIT
16:57 Current sentiment to capital raises
17:32 UK tech, including Kainos #KNOS & Molten Ventures #GROW
22:14 What are the most exciting stocks that could move the dial in the next year:
Intermedia Capital #ICP; Accsys Technologies #AXS; Greggs #GRG
24:54 Learning from mistakes
26:45 Qualities that make a good Fund Manager
Alexandra Jackson manages the Rathbone UK Opportunities Fund, (formerly named Rathbone Recovery Fund) which she has run since 2014. She joined Rathbones in January 2007 and was formerly Assistant Fund Manager on the Rathbone Global Opportunities Fund. Alexandra holds the IMC and is a CFA (Chartered Financial Analyst) charterholder.
Rathbone Funds UK: rutm.com
Rathbone UK Opportunities Fund:
https://www.rathbonefunds.com/uk/individual-investor/multi-asset-fixed-income-and-equity-funds/rathbone-uk-opportunities-fund
Wednesday Nov 24, 2021
Wednesday Nov 24, 2021
IG Design Group H1 2022 presentation for the period ended 30th September 2021, given by CEO, Paul Fineman, and CFO, Giles Willits.
Paul Fineman, CEO
00:19 Introduction
00:40 Summary of the year
Giles Willits, CFO
06:00 Financial overview
Paul Fineman, CEO
11:41 Supply chain challenges and cost headwinds
17:09 The regions: DG Americas
20:08 DG International update
21:37 FY22 Outlook
23:15 FY23 Long-term positive outlook
29:10 Q&A
IG Design Group plc, formerly International Greetings plc, is engaged in the design, manufacture and distribution of gift packaging and greetings; stationery and creative play products, and design-led giftware. The Company's geographic segments include UK and Asia; Europe; USA, and Australia. The Company sells its products in over 150,000 stores across approximately 80 countries. It also offers a portfolio of licensed and customer bespoke products suitable for sale through multi channel distribution. The Company's products include crackers, pens and pencils, stickers, single cards and gift wrap. The Company offers its products under the brands A Star, B Stationery, Papercraft and Pepperpot. Its subsidiaries include Artwrap Pty Ltd, International Greetings UK Ltd, International Greetings USA, Inc, International Greetings Asia Ltd, The Huizhou Gift International Greetings Company Limited, Hoomark BV, Anchor International BV and Hoomark S.p.z.o.o.
Wednesday Nov 24, 2021
Wednesday Nov 24, 2021
Appreciate Group interim results for the period ended 30th September 2021, presented to analysts by CEO, Ian O'Doherty and CFO, Tim Clancy.
Ian O’Doherty, Chief Executive Officer
00:17 – Introduction
00:44 – Strategic highlights of the period
02:46 – Financial highlights of the period
04:45 – Strong recovery in H1 billings
05:27 – Corporate operational highlights
05:57 - Consumer operational highlights
Tim Clancy, Chief Financial Officer
06:26 – Financial results
13:19 – Summary
Ian O’Doherty, Chief Executive Officer
13:45 – Our strategic journey
13:54 – Evolving our strategy to drive growth
Areas of emphasis:
14:57 – Performance
16:28 – Products
17:56 – Partnerships
19:08 – Platform
20:31 – Summary: Driving growth opportunities
Appreciate Group plc is a United Kingdom-based company gifting and engagement company. The Company operates through two segments: Consumer and Corporate. The Consumer segment Offers multi-retailer redemption product directly from its Website www.highstreetvouchers.com or via its christmas savings offering. The corporate segment includes the Company's sales to businesses, offering primarily sales of the Love2shop voucher, flexecash cards, Mastercards and e-codes in addition to other retailer voucher. The Company's products are split into three categories: Multi-retailer redemption product, Single retailer redemption products, and Other. The Single retailer redemption products includes third party retailer vouchers, cards, and e-codes. The Other category provides hampers, merchandise, and consultancy fees. Its products include Love2shop gift card, Love2shop gift voucher, Love2shop holidays, single store vouchers and gift cards, corporate gift cards, and VIP experiences and group travel.
Wednesday Nov 24, 2021
Wednesday Nov 24, 2021
Eneraqua Technologies IPO'd on 22.11.21. Here, Mitesh Dhanak, CEO and Iain Richardson, CFO outline the business, why they have listed and their strategy going forward.
00:25 Who are Eneraqua Technologies?
01:19 Growth drivers
02:25 Financial highlights
02:46 Growth strategy
About Eneraqua Technologies:
Eneraqua Technologies (AIM:ETP) is a specialist in energy and water efficiency. The Group has two divisions: energy and water. Energy is the larger division, 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.
The water division is a growing service offering focused on water efficiency upgrades for utilities and commercial clients including hotels and care homes.
The activities in both divisions 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 based in London with additional offices in Washington (Sunderland), Leeds, India, Spain and the Netherlands. The Company has 94 full time employees, with the majority employed within the UK. Eneraqua Technologies has received the London Stock Exchange's Green Economy Mark.
Tuesday Nov 23, 2021
Tuesday Nov 23, 2021
IG Design Group CEO, Paul Fineman, and CFO, Giles Willits, give an overview of the interim results for the period ending 30th September 2021.
Paul Fineman, CEO
00:22 Overview of the period
Giles Willits, CFO
01:13 Financial overview
Paul Fineman, CEO
02:30 External challenges
05:06 Operational review
06:36 Outlook
IG Design Group plc, formerly International Greetings plc, is engaged in the design, manufacture and distribution of gift packaging and greetings; stationery and creative play products, and design-led giftware. The Company's geographic segments include UK and Asia; Europe; USA, and Australia. The Company sells its products in over 150,000 stores across approximately 80 countries. It also offers a portfolio of licensed and customer bespoke products suitable for sale through multi channel distribution. The Company's products include crackers, pens and pencils, stickers, single cards and gift wrap. The Company offers its products under the brands A Star, B Stationery, Papercraft and Pepperpot. Its subsidiaries include Artwrap Pty Ltd, International Greetings UK Ltd, International Greetings USA, Inc, International Greetings Asia Ltd, The Huizhou Gift International Greetings Company Limited, Hoomark BV, Anchor International BV and Hoomark S.p.z.o.o.
Monday Nov 22, 2021
Monday Nov 22, 2021
Michael Bonte-Friedheim, CEO and Founder of NextEnergy Capital and Ross Grier, Managing Director of NextEnergy Capital present NextEnergy Solar Fund’s interim results for the period ended 30 September 2021, to analysts and investors.
Michael Bonte-Friedheim, Group CEO
00:16 – Introduction
02:20 – NESF: a brief overview
02:56 – Financial highlights
05:39 – Key period highlights
07:12 – Period performance
Ross Grier, Managing Director
08:04 – Portfolio growth
Michael Bonte-Friedheim
10:16 – Nav bridge
10:44 – Portfolio bridge
Ross Grier
12:23 – Nav sensitivities
14:30 – Optimised capital structure
15:23 – Ordinary share dividends
15:57 – Forecast power prices
17:10 – Protecting future cash flows
20:17 – ESG
21:20 – Strategic forward focus
Michael Bonte-Friedheim
22:40 – NESF going forward
23:48 – Q&A
38:02 – Closing remarks
NextEnergy Solar Fund Limited is a closed-ended investment company. The Company's principal activities and investment objectives are to provide investors with a sustainable and attractive dividend that increases in line with retail price index over the long-term by investing in a portfolio of solar photovoltaic (PV) assets that are located in the United Kingdom. It seeks to provide investors with an element of capital growth through the reinvestment of net cash generated in excess of the target dividend in accordance with its investment policy. Its portfolio includes over 94 solar PV plants that are located across approximately 20 different counties of England and Wales. In addition, the portfolio is diversified across over 20 non-connected contractors, approximately 10 different Tier 1 solar panel manufacturers and over nine Tier 1 inverter manufacturers. NextEnergy Capital IM Limited is the investment manager and NextEnergy Capital Limited is the investment advisor of the Company.
Monday Nov 22, 2021
Monday Nov 22, 2021
Nick Bolton, CEO, outlines Oxford Metrics strategic growth ambitions for the next five years
00:20 introduction and business highlights
03:34 Next step growth
04:11 Smart sensing
16:11 Change accelerated
17:40 Opportunity
28:09 M&A
31.45 Outlook
Ever since 1984, Oxford Metrics (LSE: OMG) has been enabling the interface between the real world and its virtual twin. It was in that year we introduced our first motion capture system and we have been providing a bridge between the physical and digital world ever since. We started our journey in healthcare, expanded into entertainment, winning an OSCAR® and an Emmy®, then we moved into defence and engineering. We have a track record of creating value by incubating, growing and then augmenting through acquisition, unique technology businesses.
Our smart sensing software enables over 10,000 customers in over 70 countries, to sense, analyse and apply all sorts of data, including all 10 of the world’s top 10 games companies and all of the top 20 universities worldwide. We even have around half the UK street lighting assets managed using our software.
Our group is headquartered in Oxford with offices in Leamington Spa, Gloucester, California, Colorado and New Zealand and since 2001, has been a quoted company listed on AIM, a market operated by the London Stock Exchange.
Friday Nov 19, 2021
Friday Nov 19, 2021
Ian Whittaker, Media and Tech analyst, gives his views of the main themes in the sectors today, and where he sees investing opportunities including WPP, ITV and other broadcasters, online classified and grocery delivery. We discuss the effect of Apple’s privacy policy for themselves and the sector; Facebook’s rebrand and its investment case; how paid for subscription services affects linear TV & cinema and finally we discuss Pearson.
00:36 Ian’s background
01:47 Main themes in media & tech
04:10 The effect of Apple’s #APPL privacy policy
08:30 Facebook’s #FB new branding to Meta Platform Inc
12:18 Is now the time to invest in Facebook/Meta #FB?
13:44 Why were Tremor #TRMR and Trade Desk #TTD unaffected by Apple’s privacy changes?
16:01 What media and tech stocks look interesting now? #WPP & #ITV
21:22 Will traditional linear TV be affected by subscription video on demand, eg. Netflix #NFLX, Disney #DIS?
25:25 Pearson #PSON
About Ian Whittaker
Current City AM Analyst of the Year and twice winner of the award, Ian is founder of Liberty Sky Advisors, a boutique advisory and consultancy business focused on the Media and Tech spaces, as well as a co-founder of Bearstone Advisors, which focuses on European M&A in Media and Tech.
Ian has over 20 years' experience working in the City where he was recognised for his industry knowledge across all parts of Media, Digital and Marcoms. With a proven track record of being ahead of the curve in understanding industry dynamics and the implications for companies, he is a regular columnist for Campaign, City AM and VideoWeek and has made numerous media appearances including Bloomberg, Sky News, CNBC and Radio 4. He is a regular speaker at major industry events and conferences.
His subscription service The Bigger Picture focused on explaining the Media and Tech sectors from a wider perspective, can be found at www.ianwhittakermedia.com
Wednesday Nov 17, 2021
Wednesday Nov 17, 2021
Tracsis CEO Chris Barnes and CFO Andrew Kelly present the Group’s results for the full year ending 31st July 2021. Revenue growth of 12.7% in Rail Technology & Services Division. Adjusted EBITDA +23.8%, cash £25.4m. For the outlook, there will be a rebound in activity levels for Events and Traffic Data. The William-Shapps plan for rail will be a tailwind. The acquisitions of Icon Group and Flash Forward Consulting have strengthened the group, further M&A opportunities are sought. The first quarter is in line with expectations.
Chris Barnes, CEO
00:18 Introduction
00:54 What Tracsis does
02:34 Overview of the year
Andrew Kelly, CFO
03:52 Financial highlights
05:22 Revenues by division
07:05 Income Statement
08:00 Revenue bridge
08:37 Divisional performance
09:39 Cash flow
Chris Barnes, CEO
11:52 Growth strategy
12:52 Williams-Shapps review
16:55 Operational performance software
17:53 Remote condition monitoring
19:07 RailHub
20:37 Smart ticketing
21:55 Addressable market
23:12 Data Analytics and GIS
24:00 Icon Group acquisition
Andrew Kelly, CFO
24:57 ESG
Chris Barnes, CEO
28:34 Rail technology outlook
29:42 Data analytics & Events outlook
32:00 Conclusion
33:10 Q&A
Chris Barnes, CEO
44:21 Closing remarks
Tracsis plc is a holding company. The Company is engaged in the business of software development and consultancy for the rail industry. Its segments include Rail Technology and Services, and Traffic & Data Services. The Rail Technology and Services segment includes its Software, Consultancy and Remote Condition Monitoring Technology, and also includes Ontrac Limited and Ontrac Technology Limited (together being Ontrac). The Traffic & Data Services segment includes data capture, analysis and interpretation of traffic and pedestrian data to aid with the planning, investment and ultimate operations of a transport environment and it also includes SEP Limited (SEP). It provides software products, consultancy services and delivers customized projects to solve a range of problems within the transport and traffic sector. It specializes in solving a range of data capture, reporting and resource optimization problems along with the provision of a range of associated professional services.
Tuesday Nov 16, 2021
Tuesday Nov 16, 2021
DOTD CEO, Milan Patel and CFO Paraag Amin give an overview of results for the full year ended 30th June 2021.
Milan Patel, CFO
00:32 Overview of the year
03:09 Key operational achievements
Paraag Amin, CFO
06:31 Financial highlights
08:05 What’s the focus for 2022?
Milan Patel, CFO
08:52 Outlook
dotdigital Group Plc is a United Kingdom-based company, which is engaged in providing software as a service (SaaS) and managed services to digital marketing professionals. The Company offers dotmailer, which provides e-mail and multi-channel marketing automation platform with various tools that enable marketers to create, manage, execute and evaluate various campaigns. In addition to its automation technologies, the Company also provides multi-channel marketing consultancy and services for businesses seeking to manage customer acquisition, conversion and retention. The Company also has pre-built integrations with e-commerce platforms and customer relationship management (CRM) products, such as Magento and Salesforce. dotmailer helps in using contact data to design, test and send automated campaigns. The Company's subsidiaries include dotmailer Limited, dotsearch Europe Limited and dotmailer Inc. Through its subsidiaries, it is engaged in providing Web- and e-mail-based marketing.
Friday Nov 12, 2021
Friday Nov 12, 2021
Jeremy gives us his views on the ‘hypernormal’ economic world we are living in today; taken from the Adam Curtis documentary, ‘HyperNormalisation’. (https://youtu.be/AUiqaFIONPQ). Jeremy speaks like an economic historian, drawing from different eras of different economic policies. We discuss QE and monetary policy, which he feels has neutered the banking industry. With inflation, he draws analogies with the 40s and 50s rather than the 70s. Jeremy gives his view where he’s investing his own money, accepting investors are being asked to take more risk to see a return on their savings. He favours equities, especially compounders with good free cash flow. Google is the largest position in his portfolio. However, he believes all portfolios deserve some real asset exposure, he holds single Scotch Malt Whiskey and bitcoin! We discuss today’s innovators, where he cites of course Google, but at the smaller end, Aquis Exchange #AQX. We close on his views of 'value' versus 'growth' investing. Bubbling with brilliance, educational and entertaining.
00:51 Jeremy’s background
05:24 QE & monetary policy
13:30 Inflation
20:15 Where should one invest today?
24:43 What are your stock selection criteria?
28:30 Where are you seeing innovation in companies and sectors today?
32:47 Process innovation: Aquis Exchange #AQX
35:03 The role of the bank or broker’s effect on the cost of capital for a company and their market value
40.25 Owner managed businesses
43:57 Today, are you a value or growth investor?
52:15 About Jeremy’s podcast: In the company of Mavericks
55:09 Where to find Jeremy
Jeremy on Linkedin: www.linkedin.com/in/jeremy-mckeown-33b962a/
Jeremy's websites:
www.hypernormaltimes.com
www.inthecompanyofmavericks.com
Dowgate wealth: https://dowgatewealth.co.uk/our-team/jeremy-mckeown/
About Jeremy:
Jeremy has worked in the UK equity market for four decades, he has met and interacted with all types of investors. He has met countless companies and read widely on different investment topics. He has invested in a variety of companies and implemented differing strategies, sometimes successfully, other times disastrously. He is now looking to use his experience, knowledge and world view to make better decisions about his own investments. He would also like to help other investors and companies to make better decisions about the world we inhabit, to learn and disseminate new ideas, avoid unnecessary risk and hopefully to help keep a positive perspective on what at times appears to be a chaotic and dysfunctional place.
Thursday Nov 11, 2021
Thursday Nov 11, 2021
TED’s CEO, Rachel Osborne and CFO, David Wolffe give an overview of the interim results for the 28 weeks ended 14th August 2021.
Rachel Osborne, CEO
00:39 Overview
David Wolffe, CFO
03:07 Financial highlights
06:15 Current trading and outlook
Rachel Osborne, CEO
08:15 Strategic progress
10:16 ESG
11:12 Summary
Ted Baker Plc is a United Kingdom-based global lifestyle company. The Company offers a range of collections, including menswear, womenswear, global, phormal, endurance, accessories, audio, bedding, childrenswear, crockery, eyewear, footwear, fragrance and skinwear, gifting and stationery, jewellery, lingerie and sleepwear, luggage, neckwear, rugs, suiting, technical accessories, tiles and watches. The Company operates through three segments: retail, wholesale and licensing. It operates stores and concessions across the United Kingdom, Europe, North America and Asia and an e-commerce business based in the United Kingdom, primarily serving the United Kingdom and Europe, with separate the United States and Canadian sites dedicated to North America, and a separate site serving Australia. The Company's wholesale business in the United Kingdom serves countries across the world, particularly in the United Kingdom and Europe. The Company operates both territorial and product licenses.
Wednesday Nov 10, 2021
Wednesday Nov 10, 2021
Tracsis CEO, Chris Barnes and CFO, Andy Kelly discuss full year results for the year ended 31st July 2021.
Chris Barnes, CEO
00:26 Highlights of the year
Andrew Kelly, CFO
01:26 Financial overview including a breakdown by division
Chris Barnes, CEO
05:58 Growth strategy
Andrew Kelly, CFO
07:29 Acquisition of Icon Group
Chris Barnes, CEO
08:25 Outlook
Tracsis plc is a holding company. The Company is engaged in the business of software development and consultancy for the rail industry. Its segments include Rail Technology and Services, and Traffic & Data Services. The Rail Technology and Services segment includes its Software, Consultancy and Remote Condition Monitoring Technology, and also includes Ontrac Limited and Ontrac Technology Limited (together being Ontrac). The Traffic & Data Services segment includes data capture, analysis and interpretation of traffic and pedestrian data to aid with the planning, investment and ultimate operations of a transport environment and it also includes SEP Limited (SEP). It provides software products, consultancy services and delivers customized projects to solve a range of problems within the transport and traffic sector. It specializes in solving a range of data capture, reporting and resource optimization problems along with the provision of a range of associated professional services.