PIWORLD audio investor podcasts

NWF Group (NWF) interim results 2021 presentation to analysts given 1st February 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.

SThree (STEM) Full Year 2021 results presentation

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.

Idox (IDOX) full year 2021 results presentation

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.

Accrol Group Holdings (ACRL) interim results presentation January 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.

Stockopedia/PIWORLD StockSlam January 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)

Creightons (CRL) Interim results presentation January 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.

PIWORLD Sell it to the City January 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/

The first episode of Sell it to the City is here.

Knights (KGH) interim results presentation - January 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.

Begbies Traynor (BEG) Interim Results presentation - December 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.

PIWORLD interview with Richard Leonard: Winners and Losers of 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.

Ilika (IKA) Capital Markets Day – December 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.

SThree (STEM) full-year 2021 Trading Update - December 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.

WH Ireland (WHI) interim results overview by CEO, Phillip Wale - December 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.

PIWORLD interview with Andy Brough: Markets & Lessons Learned in 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

https://www.schroders.com/

MindGym (MIND) interim results presentation - December 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.

WH Ireland (WHI) interim results presentation December 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.

ENGAGE XR Holdings (EXR) investor presentation - December 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.

TPXimpact (TPX) interim results presentation - December 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.

Oxford Metrics (OMG) full year results overview - Nov 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

Oxford Metrics develops software that enables the interface between the real world and its virtual twin. Our smart sensing software helps over 10,000 customers in more than 70 countries, including all of the world’s top 10 games companies and all of the top 20 universities worldwide. Founded in 1984, we started our journey in healthcare, expanded into entertainment, winning an OSCAR® and an Emmy®, then moved into defence and engineering. We have a track record of creating value by incubating, growing and then augmenting through acquisition, unique technology businesses.

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.

Sosandar (SOS) interim results presentation - December 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.

Treatt (TET) full year 2021 results presentation to analysts

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.

TPXimpact (TPX) HY22 results overview

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.

Benchmark (BMK) full year 2021 results presentation - November 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.

ActiveOps (AOM) interim results presentation - November 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.

PIWORLD interview with Alexandra Jackson: Selecting Winning Stocks

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

IG Design Group (IGR) interim results presentation - November 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.

Appreciate (APP) interim results - November 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.

Introduction to Eneraqua Technologies (ETP)

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.

IG Design Group (IGR) H1 2022 results overview - November 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.

NextEnergy Solar Fund (NESF) interim results presentation - November 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.

Oxford Metrics (OMG) Capital Markets Day and Five-Year Growth Strategy - 19 October 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.

PIWORLD interview with Ian Whittaker: Media & Tech overview – November 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

Tracsis (TRCS) Full Year 2021 results presentation November 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.

dotdigital Group (DOTD) full year 2021 results interview

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.

PIWORLD interview with Jeremy McKeown - Investing in Hypernormal Times

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.

Ted Baker (TED) interim results & Q3 trading update overview

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.

Tracsis (TRCS) Full Year 2021 results overview

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.

David Buik’s Macro Commentary: Interest rates, inflation & investments and much more.

David gives a stream of consciousness, with his views on economic growth, interest rates, the Governor of the Bank of England, taxes, Government policy, and the relationship between the Bank of England and the Treasury. With COP26 being held earlier this week, he believes the Government have to set unachievable goals to make change happen. Finally he shares where he’ll be investing his money with this macro backdrop. He likes property and equities, especially tech, healthcare and biotech. He thinks Japan is interesting, but will avoid gold, commodities and bitcoin; he likes to sleep easily at night!

00:18 Introduction
01:14 Are OBR economic growth forecasts realistic?
04:38 Inflation and interest rates
12:45 Energy costs and green energy
16:23 Inflation
19:44 Tapering
20:39 Bond yield curve
21:28 Inflating away debt
25:53 Taxation
31:42 Where are investors best to invest their money for their future security both asset classes and sectors

About David Buik
David Buik worked in the City throughout his career, mainly for companies involved in money broking – EXCO, Prebon Yamane and BGC Partners and subsequently spreadbetting including City Index and Cantor Index. David was awarded an MBE in 2016 for his services to Financial Services. He often appears as a pundit on BBC and many other international TV and radio news channels. In 2020 he became a consultant to Aquis Exchange* (AQX).

*About Aquis Exchange (AQX)
Aquis Exchange PLC, formerly Aquis Exchange Limited, is a United kingdom-based company that operates as a pan-European cash equities trading exchange. The Company’s lit order book allows institutional traders to trade the stocks from 14 European countries. Its Market at Close order type allows members to enter orders on Aquis Exchange at the closing price of the market-of-listing end-of-day auction. It offers trading in a range of European financial instruments, including the constituents of the European indices from various markets. Its software and technology division, Aquis Technologies, develops trade surveillance and matching engine software for banks, investment firms and exchanges. Aquis Market Surveillance is a market surveillance platform for exchanges, multilateral trading facility, brokers and other trading firms. The features of its AMS include case management, market abuse indicators, management information system, order book replay and intraday alert parameter control.

The Stockopedia/PIWORLD Virtual StockSlam October 2021

This is the sixth Stockopedia/PIWORLD StockSlam hosted by Damian Cannon. Of the 50 holdings pitched to date, they are collectively up 11.2%. September's picks haven't done much, in line with the choppy market. Since pitching, Tekcapital (TEK) is up 211%! Renold (RNO) +79%, and Cake Box (CBOX) +58%. The dogs were Micro Focus (MCRO), Novacyt (NCYT), and Caledonia Mining (CMCL). (Damian is still positive about CMCL!).

The format, each ‘slammer’ has 3 minutes to ‘slam’ their stock followed by 3 minutes of audience questions. We have to award the most innovative 'slam' to Leo Investor who took the StockSlam to a new level of ingenuity! We are in no doubt what Thruvision (THRU) does!

These are just ideas, remember the presenter probably is talking their own book. Please do your own research!

If you’d like to slam at a future StockSlam, please contact me via the PIWORLD contact page. These events are dependent on the 'Slammers'.

00:20 Introduction by Damian Cannon
03:41 Driver Group (DRV) – Damian Cannon
10:24 Crystal Amber (CRS) – Dee O’Hare
17:08 S&U (SUS) - Lewis Robinson
23:30 UP Global Sourcing (UPGS) – Mark Bentley
30:21 RBG Holdings (RBGP) – Jack Brumby
37:18 Pebble Beach Systems (PEB) – James Nelson
44:13 Thruvision (THRU) – Leo Investor
52:46 MISSION (TMG) – David Thornton
01:00:00 Marshall Motor Holdings (MMH) - D’Arcy Andrews
01:06:35 Damian Cannon closing remarks

Thank you to all the 'slammers', it doesn't happen without you!

The next Stockopedia/PIWORLD StockSlam is Wednesday 9th February, 6pm, please register via the events page.

PIWORLD interview with Simon Laffin: Secrets of the Boardroom - What every investor should know

A fascinating interview with Simon Laffin on what investors need to know about decisions made in the boardroom. Including, the most common problems facing a board. Simon's personal insight of his most uncomfortable experiences. How to spot fraud. LTIPs. The key financial metrics the Board should focus on. What to look for in acquisitions or bids. Forthright views from 30 years on different boards, all discussed in his new book Behind Closed Doors. Nuggets for investors to digest to be more aware of in their research.

00:18 Introduction
00:57 Simon’s background and what inspired the book
01:57 Why this is of interest to investors
02:53 What are the most common problems in the boardroom?
05:39 Simon's most uncomfortable board experience?
12:07 The most important financial metrics for the board to be aware of?
20:30 Do Board Directors and The City have a good moral compass?
22:40 LTIPS and remuneration
29:06 Acquisitions
40:36 How can we spot a bad board?
45:23 The book: Behind Closed Doors: The Boardroom, how to get in, get on and make a difference; and where to find Simon.

Amazon links to the books mentioned:
Behind Closed Doors - Simon Laffin
The Signs were there - Tim Steer
Accounting for Growth - Terry Smith

About Simon
Simon Laffin is an experienced chairman and non-executive director. He has served on both public and private boards, as well as having worked in private equity and been a FTSE-100 CFO. He is currently a non-executive director at Dentsu Group Inc (a Japanese-based global media company) and Watkin Jones plc (a listed UK property company). Previously, he has chaired Assura plc, Flybe Group plc and Hozelock Group, and served as a non-executive on Quintain Estates & Development plc, Aegis Group plc, Mitchells & Butlers plc, and Northern Rock plc (as part of the rescue team). His early career stretched from being a milkman, working in a post-room, to being a store manager and CFO at Safeway plc.

Simon is passionate about making boards work better, for directors to learn from their own and others’ mistakes, for greater diversity at all layers of management, but especially in the boardroom, and for regulators to participate in helping boards make better decisions (instead of taking pot shots from the sidelines).

Contact Simon through his website: http://www.simonlaffin.com/

GetBusy (GETB) CEO interview - October 2021

GetBusy's CEO, Daniel Rabie outlines what the business does, the market drivers and the growth strategy through organic growth and acquisition, including the two new acquisitions of Quoters and DocDown. GETB aspire to double their ARR over the next 5 years.

00:21 What Get Busy does
00:55 Market drivers
02:30 The growth strategy
03:10 Acquisitions: 1. Quoters 2. DocDown
04:38 The opportunity

GetBusy plc is a United Kingdom-based company. The company is engaged in document management software business. The Company’s product offering includes Virtual Cabinet and SmartVault. The Virtual cabinet is document management software focused on the medium size to enterprise size content management (ECM) markets. It is used by accounting firms in the United Kingdom. SmartVault product is document management software targeting the professional small and medium enterprise (SME) market. The Company has operations across the United Kingdom, United States, Australia and New Zealand.

PIWORLD: Sell it to the City - October 2021

Andy Brough initiated a challenge to private investors and fund managers back in May 2021. Referencing a stock mentioned in the StockChallenge Andy Tweeted: "A stock I have never heard of or met, maybe I should just have an information forum where people pitch ideas to fund managers. Just need to get a few more. Could be like judgement day (for those who remember his column in The Sunday Times) in reverse. Any other fund managers up for it?" Fortunately they were!

Here, we bring you a fund manager panel of Andy Brough, Schroders, Judith MacKenzie, Downing and Stephen English, Stellar Asset Management, who listen to pitches by John Marriott (@F15JCM), Rebecca Stewart (@Reb40 AKA Aston Girl), Ryan Rahimikia (@Ryankia2) and Richard Crow (@RebelHQ AKA Cockney Rebel). Both sides, the pitches, and the fund managers questions and comments are enlightening.

The format is work in progress. Get in touch with any comments. If you would like to get your name and a stock idea in front of top fund managers to 'Sell it to the City', contact via the PIWORLD contact page (link below).

00:18 Introduction & background.
02:13 John Marriott – Brave Bison (BBSN).
09:46 Fund manager questions on Brave Bison. (Mentions Mission (TMG) & STV (STVG)).
14:30 Fund manager feedback on Brave Bison. (Mentions Digitalbox (DBOX)).
18:00 Rebecca Stewart – Springfield Properties (SPR).
22:20 Fund manager questions Springfield Properties.
25:08 Fund Manager feedback on Springfield (Mentions: MJ Gleeson (GLE)).
27:45 Ryan Rahimikia: TransferWise (WISE).
34:30 Fund manager questions on TransferWise. (Mentions: Alpha Fx (AFX))
41:30 Fund manager feedback on TransferWise.
45:11 Richard Crow – Creightons (CRL)
51:00 Fund manager questions on Creightons. (Mentions Warpaint (W7L)
57:28 Fund manager feedback on Creightons.
01:00:52 The results: who Sold it to the City?

If you would like to pitch at the next Sell it to the City, please contact us here.

Vertu Motors (VTU) interim results presentation - October 2021

Vertu CEO Robert Forrester, and CFO, Karen Anderson present interim results for the period ended 31st August 2021.  Record results with profit before tax of £51.8m due to the  favourable used vehicle market conditions and outperforming market trends.  For the full year, they guide ahead of expectations with adjusted profit before tax of no less than £65m (previously £50-55m), the highest ever.  A comprehensive presentation with full details on all business areas and the strategy going forward.

The presentation slides can be downloaded here: https://drive.google.com/file/d/1nunJ22BR-qSx5WBZSh0JTXqTlyvkP3ob/view?usp=sharing

Robert Forrester, CEO
00:05  Introduction
00:36  The history & highlights of H1 FY22
05:21  H1 FY22  financial KPIs (slide 5)

Karen Anderson, CFO
06:20  Financial results

Robert Forrester, CEO
16:11  Strategic update (slide 13)
38:20  Current trading and outlook 

Vertu Motors plc is an automotive retailer in the United Kingdom. The principal activity of the Company is the sale of new cars, motorcycles, and commercial vehicles and used vehicles, together with related aftersales services. The Company is engaged in the provision of management services to all subsidiary statutory entities. The Company operates a chain of franchised motor dealerships offering sale, servicing, parts and bodyshop facilities for new and used car and commercial vehicles. The Company also operates various franchise dealerships, such as Volvo, Volkswagen, Land Rover, Audi, Mercedes-Benz and Jaguar, and operates Honda dealerships in the United Kingdom. The Company operates approximately 125 franchised and over three non-franchised operations across England and Scotland. The Company's subsidiaries include Bristol Street First Investments Limited, Bristol Street Fourth Investments Limited, Vertu Motors (VMC) Limited and Grantham Motor Company Limited.

Produced by BRR Media. Distributed by PIWORLD.

1Spatial (SPA) interim results presentation - September 2021

1Spatial's CEO, Claire Milverton and CFO, Andy Fabian present 1Spatial’s interim results for the period ending 31 July 2021.

Claire Milverton, CEO.
00:17 Introduction
00:58 Overview of 1Spatial plc
01:41 The importance of location data
02:59 Growth gear change
04:06 Proof the strategy is working
05:10 NUAR contract
06:06 Defra and the Rural Payments Agency contract
06:30 HM Land Registry contract
06:57 New UK Government contract
07:17 Next generation 911 contract

Andy Fabian, CFO
08:12 HY22 highlights
09:17 Growth in ARR
10:46 Regional revenue growth
11:39 Summary P&L and margin
12:50 Cash flow
14:14 Financials conclusion

Claire Milverton, CEO.
15:03 Market, strategy & opportunity
15:12 Transformational market opportunity
16:09 Delivering on the growth strategy
19:02 Outlook
21:07 Q&A

Claire Milverton, CEO.
32:42 Closing remarks

1Spatial plc is a holding company. The Company's principal activity is the development and sale of information technology software along with related consultancy and support. It operates through three segments: Geospatial, Cloud Services and Central costs. The Geospatial segment includes the core 1Spatial Group, including France and Belgium, and Laser Scan Inc. The Cloud Services segment is represented by Enables IT and its two smaller businesses: Avisen and Storage Fusion Limited, and its associate, Sitemap Limited. Its geospatial technology enables organizations to manage, validate, integrate and interpret spatial data from different sources. Its products and services include 1Integrate for ArcGIS, 1Spatial Cloud, 1Spatial Management Suite, Elyx Suite, FME, Geocortex, G-Cloud Services, consultancy, support and training. Its clients include national mapping and cadastral agencies, utility and telecommunications companies, and government departments, including census bureaus.

PIWORLD Interview with Iain Staples: Investing in dynamic companies

Iain Staples, Fund Manager, on the UK Desk at Schroders, shares how he evaluates dynamic smaller companies for his funds. Firstly, they should make profit and have positive free cashflow, then he describes his four pillars, including their superiority through brand and reputation, then, what he describes as architecture, having the structures in place to operate in any environment; innovation to keep ahead, and strategic assets which make them untouchable. To illustrate, he picks companies with these qualities. He then goes on to give wise advice from his own mistake and gives a view on current markets. A thoroughly entertaining and enlightening interview.

00:41 Iain’s background
03:49 Sectors and themes Iain likes
05:11 Selection criteria for investments
09:58 Innovation: Oxford Instruments (OXIG), Spectris (SXS) Xp Power (XPP), Big Technologies (BIG)
11:54 Strategic assets: Elementis (ELM)
13:00 Are you limited in what you can invest in, by company size?
14:17 What companies offer good value at the moment?
15:03 Eurocell (ECEL)
15:26 Strix (KETL)
17:56 XP Power (XPP)
24:40 Battery storage: Invinity Energy Systems (IES).
(PIWORLD interview with CEO of IES https://www.piworld.co.uk/company-videos/piworld-interview-with-invinity-energy-systems-ies-ceo-larry-zulch/)
33:10 Meditech 33:34 Renalytix (RENX)
40:30 Luceco (LUCE)
(LUCE H120 results https://www.piworld.co.uk/company-videos/luceco-plc-luce-interim-results-september-2020/)
43:00 Learning from mistakes Saietta (SED); 46:13 NCC (NCC)
49:38 Current market valuations

Iain Staples works on:
Schroders UK Smaller Companies Fund:
Schroders Dynamic UK Smaller Companies Fund
https://www.schroders.com/

About Iain Staples:
Iain’s first proper job, after studying maths and theoretical physics at Cambridge and Manchester, was at LEK Consulting, the corporate strategy consultant. After cutting his teeth on anything from potash mines in Spain to launching a low cost carrier for BA, he moved to Hoare Govett in 1999 in its TMT equity research team, just before the dot com bubble started to expand. After it duly popped, he emerged somewhat wiser from the experience and worked for ten years on the sell side, ending up at Altium as a roving analyst. Since 2012, he has worked at Schroders and took on his first fund in 2015.

Personal Group (PGH) interim results presentation - September 2021

Personal Group's CEO, Deborah Frost and CFO, Sarah Mace present the interim results for the period ended 30 June 2021. They are in the sweet spot providing benefits and services to improve employee wellbeing and engagement. Although hit by CV19 they are now benefiting from strong market tail winds with the insurance business picking up, Sage Employee Benefits demonstrating a significant growth in ARR and client numbers and HapiFlex delivered and live for the first client. This includes a helpful client testimonial from Sage.

Deborah Frost, CEO
00:17 – Introduction & business overview
02:40 – Highlights

Sarah Mace, CFO
05:15 – Financial results

Deborah Frost, CEO
12:51 – Strategic & operational review
21:48 – HapiFlex by Personal Group
24:45 – Sage Employee Benefits
30:30 – Innecto
31:51 – Let’s Connect
32:28 – Key takeaways

33:40 – Q&A
40:27 – Closing remarks

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.

Air Partner (AIR) interim results 2021 overview – September 2021

Air Partner’s CEO Mark Briffa discusses interim results for the period ended 30 June 2021. A very positive period resulting in another upgrade to expectations for the full year. We start to see how the strategy is coming together, including the recent acquisition of Kenyon.

00:29 Overview of the period
01:38 Strategy update
02:43 Kenyon
03:52 Outlook

Air Partner PLC is a United Kingdom-based aviation services company. The Company provides worldwide solutions to industry, commerce, governments and private individuals. The Company has two divisions: Charter division comprising air charter broking and remarketing and the Air Partner Safety & Security division comprising the aviation safety consultancies, Baines Simmons, Clockwork Research and SafeSkys, as well as Air Partner's Emergency Planning Division. In addition, for reporting purpose, the Company is structured into four divisions: Commercial Jets, Private Jets, Freight (Charter) and Air Partner Safety & Security (Baines Simmons, Clockwork Research, SafeSkys and Air Partner's Emergency Planning Division).

CVS Group (CVSG) full year 2021 results presentation September 2021

CVS Group's CEO Richard Fairman, CFO, Robin Alfonso & COO, Ben Jacklin present full year results for the year ended 30 June 2021. Impressive numbers with total sales growth up 19.2% and adjusted EBITDA +37.3% with strong tailwinds in the UK pet care sector.

Richard Fairman, CEO
00:17 – Introduction & agenda
00:50 – Overview
02:22 – Our integrated model
03:45 – Market & strategy update

Robin Alfonso, CFO
08:14 – Financial review

Ben Jacklin, COO
15:32 – Strategic & operational update

Richard Fairman, CEO
22:31 – Outlook

25:01 – Closing remarks

CVS Group plc is a holding company. The principal activities of the Company are to operate animal veterinary practices, veterinary diagnostic businesses, pet crematoria and an online pharmacy and retail business. Its segments are Veterinary Practice, Laboratories, Pet Crematoria and Animed Direct. The Veterinary Practice segment offers treatment for companion animals, equine and farm animals. The Laboratories segment provides diagnostic services to its veterinary practices and third-parties. Its laboratories provide Biochemistry, hematology, histology, serology and advanced allergy testing. The Pet Crematoria segment offers pet cremation services to its veterinary practices, third-party practices and directly to pet owners. The Animed Direct segment sells prescription and non-prescription drugs, pet food and other animal related products through its Website. It operates approximately 360 veterinary practices, four diagnostic laboratories, seven pet crematoria and an online dispensary.

Litigation Capital Management (LIT) full year 2021 results presentation September 2021

LCM's CEO, Patrick Moloney, Executive Vice Chairman, Nick Rowles-Davies & CFO, Mary Gangemi present full year results for the year ended 30 June 2021. They achieved sustained growth and strong financials in disrupted market conditions. Going forward they are growing AUM with increased capital available to facilitate continued growth, they have a mature portfolio of high yielding assets, and feel the future market conditions will drive demand for LCM's capital.

Patrick Moloney, CEO
00:17 – Introduction & Overview
03:21 – Building scale
06:10 – Maintaining performance

Mary Gangemi, CFO
08:44 – Financial review

Patrick Moloney, CEO
11:23 – Portfolio review

Nick Rowles-Davies, Executive Vice Chairman
20:15 – Market dynamics

Patrick Moloney, CEO
26:55 – Outlook

31:27 – Q&A
54:58 – Closing remarks

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.

Judges Scientific plc (JDG) Interim results presentation September 2021

Judges' CEO, David Cicurel, Gp FD, Brad Ormsby and COO, Mark Lavelle, present interim results for the period ended 30 June 2021. The Board is confident that the Group will exceed market expectations for the year. The order intake, revenue, profit and cashflow have recovered well from CV19. The organic orders to the end of August are up 23% yoy, although the environment is still challenging,. They have a new £60m five-year bank facility to provide greater acquisition financing capability.

David Cicurel, CEO
00:16 – Introduction to Judges
03:02 – Key messages

Brad Ormsby, CFO
06:37 – Financial review

David Cicurel, CEO
21:35 – Growth strategy
32:40 – Outlook
35:11 – Investment case

36:35 – Q&A
51:16 – Closing remarks

Judges Scientific plc is a United Kingdom-based company, which is engaged in the acquisition and development of a portfolio of scientific instrument businesses. The Company's activities are predominantly in or in support of the design and manufacture of scientific instruments. Its segments include Materials Sciences and Vacuum. Its subsidiaries include Armfield Limited, engaged in the design and marketing of engineering equipment and research instruments; Fire Testing Technology Limited, which is engaged in the design, manufacture and service of instruments that measure the reaction of various materials to fire; Scientifica Limited, which offers micropositioning equipment, microscopes and advanced imaging systems used in electrophysiology and neuroscience; Quorum Technologies Limited, which manufactures scientific instruments primarily used for electron microscopy sample preparation, and Sircal Instruments (UK) Limited, which designs, manufactures and distributes rare gas purifiers.