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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
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.
Thursday Nov 04, 2021
Thursday Nov 04, 2021
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.
Friday Oct 29, 2021
Friday Oct 29, 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.
Friday Oct 22, 2021
Friday Oct 22, 2021
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/
Tuesday Oct 19, 2021
Tuesday Oct 19, 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.
Friday Oct 15, 2021
Friday Oct 15, 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.
Wednesday Oct 13, 2021
Wednesday Oct 13, 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.
Monday Oct 04, 2021
Monday Oct 04, 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.
Thursday Sep 30, 2021
Thursday Sep 30, 2021
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.
Wednesday Sep 29, 2021
Wednesday Sep 29, 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.
Wednesday Sep 29, 2021
Wednesday Sep 29, 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).
Tuesday Sep 28, 2021
Tuesday Sep 28, 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.
Tuesday Sep 28, 2021
Tuesday Sep 28, 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.
Tuesday Sep 28, 2021
Tuesday Sep 28, 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.
Monday Sep 27, 2021
Monday Sep 27, 2021
FA. Executive Chairman, John Conoley gives an introduction to the company and an overview of the results for the six months ending 30th June 2021.
John Conoley, Executive Chairman
00:34 – An introduction to FireAngel
04:04 – H1 21 overview
05:21 – Financial highlights
08:13 – How Have you started to deploy the net proceeds from the £9m fundraised in April?
13:55 – Strategic priorities
15:51 – Summary & outlook
Fireangel Safety Technology Group plc, formerly Sprue Aegis plc, is engaged in the business of design, sale and marketing of smoke and carbon monoxide (CO) detectors and accessories. The Company also operates its own CO sensor manufacturing facility in Canada. The Company is also a provider of home safety products. The Company's principal products include smoke alarms and CO alarms and accessories. Sprue manufactures CO sensors for use in all its CO alarms. Sprue serves in the United Kingdom retail and the United Kingdom's fire and rescue services. The Company offers a range of brands, including FireAngel, AngelEye, Pace Sensors, First Alert, SONA, BRK and Dicon brands. The Company's subsidiaries include Sprue Safety Products Limited, which is engaged in distribution of smoke and CO alarms, and Pace Sensors Limited, which is a manufacturer of CO sensors.
Friday Sep 24, 2021
Friday Sep 24, 2021
Christopher Mills, CEO, Harwood Capital Management, is fundamentally a value investor with a strategy to extract that value so avoiding value traps. Often, an activist investor who will place management or himself on the board to ensure alignment with shareholders, as is seen in his success with EKF, MJ Gleeson, and Augean, which he discusses. As an early entrant to Life Sciences, he tells us what he likes about the sector, including a deep dive into Circassia, and an update on Sourebio following the lifting of CV19 testing for certain travel. He covers some of his investments that he's excited about, with each, we can hear his strategic thinking, for example with AssetCo where Martin Gilbert, ex Aberdeen Asset Management has joined as Chairman, who is starting to build another leading asset management company; likewise those building blocks with Frenkel Topping and Polar Capital. A very engaging interview that gives us a sense of Christopher, his razor sharp mind, and why he's such a successful investor.
00:49 Christopher’s career and Harwood Capital
03:33 What are you looking for in the companies in which you invest?
05:30 What about life sciences do you like?
08:03 Circassia (CIR)
12:45 Sourcebio International (SBI)
16:58 Clinigen (CLIN)
18:14 Polar Capital (POLR)
20:07 AssetCo (ASTO)
21:34 Frenkel Topping (FEN)
29:15 Successes: how do you find the right strategy & management? MJ Gleeson (29:40), EKF (30:24) & Augean (33:48)
35:50 When it goes wrong
39:03 Why is the discount to NAV so wide for the North Atlantic Smaller Companies IT (NASCIT)?
44:10 Remaining ambitions
Harwood Capital Management: https://www.harwoodcapital.co.uk/
About Christopher Mills
Chief Executive Officer and principal shareholder of Harwood Capital Management since 2011. He founded JO Hambro Capital Management with Jamie Hambro in 1993 acting as Chief Investment Officer and Harwood Wealth with Alan Durant in 2013 until their respective sales in 2011 and 2020. He is CEO of North Atlantic Smaller Companies Investment Trust (“NASCIT”) which he has managed since 1982 and Executive Director of Oryx International Growth Fund which he has managed since 1995. NASCIT has delivered a total NAV per share of nearly 200x under Mr Mills’ management and is the winner of numerous Micropal Sunday Telegraph and S&P investment trust awards. He has sat on the Board of over 100 companies during his career including most recently Augean, MJ Gleeson, SureServe, Frenkel Topping and is currently Chairman of EKF Diagnostics and Renalytix AI. He was awarded a scholarship to go to university by Samuel Montagu and has a BA in Business Studies.
Thursday Sep 23, 2021
Thursday Sep 23, 2021
The Property Franchise Group CEO, Gareth Samples and CFO, David Raggett present the H1 results for the period ended 30th June 2021. These are record results due to the increased activity in the sales and lettings market. Looking forward, they anticipate the full year to be ahead of expectations. Further, they update on the execution of the strategy with Ewe Move, Hunters, the partnership with LSL and the post-period acquisition of The Mortgage Genie. A very confident presentation.
Gareth Samples, CEO
00:17 – Introduction & company overview
06:02 – Summary of the period
David Ragget - CFO
07:01 – Financial results
Gareth Samples, CEO
18:34 – Strategic initiatives
29:08 – Hunters integration update
30:25 – Market update
35:01 – Outlook
36:27 – Q&A
52:31 – Closing remarks
The Property Franchise Group plc, formerly MartinCo PLC (MartinCo), is engaged in residential property franchise business. The Company operates as a franchise model focused on the United Kingdom residential lettings and property management services offered to private clients. It also offers estate agency services. Its brands include Martin & Co, Xperience, Ellis & Co, CJ Hole, Parkers and Whitegates. Martin & Co is a national brand with approximately 200 offices distributed across the United Kingdom. Martin & Co is a specialist lettings and property management business. Xperience brand includes is the property franchise business. Ellis & Co has over 20 offices within the M25 and one office in Tonbridge, Kent. CJ Hole is engaged in selling property within the estate agency market in the South West with over 20 offices throughout Bristol, Somerset and Gloucestershire. Its subsidiaries include Martin & Co (UK) Limited, Xperience Franchising Limited and Whitegates Estate Agency Limited.
Thursday Sep 23, 2021
Thursday Sep 23, 2021
Attraqt's CEO, Mark Adams summarises the interim results for the period ending 30th June 2021.
00:30 H1 21 overview
01:45 Highlights of the period
02:49 Progress against strategic priorities
04:46 The new hires
05:30 The future
Attraqt Group plc is a United Kingdom-based company, which enables brands, manufacturers and retailers to optimize the electronic commerce site. Through its platforms, Fredhopper Discovery Platform, Early Birds and software Experience Orchestrator (XO), the Company provides a set of application programming interface (API)-enabled, algorithm-driven, intelligent software as a service (SaaS) services covering personalization, search, navigation, merchandising, recommendations and internationalization. The Company offers a search system that provides a machine learning-based solution for matching a text string entered into a search box on an electronic commerce site against the products on that site. The Company partners with brands and specialist retailers across sectors, including fashion, footwear, homeware, health and beauty, grocery, electronics, business to business (B2B), sports and outdoor.
Thursday Sep 23, 2021
Thursday Sep 23, 2021
CVS's CEO, Richard Fairman gives an overview of full year results for the year ended 30th June 2021.
00:21 - FY20 highlights
02:03 - Strategic progress
05:26 - Outlook
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.
Tuesday Sep 21, 2021
Tuesday Sep 21, 2021
Somero CEO, Jack Cooney, CFO, John Yuncza and VP of Finance, Enzo LiCausi outline the interim results for the period ended 30 June 2021. They have experience unprecedented demand, delivering record revenue, profits and operating cashflow. In June, they introduced the Somero SkyStrip expanding their portfolio to 18 products. Looking forward they are planning to increase the operating capacity at the Michigan facility by 35%. As for the outlook, they are raising guidance, expecting revenues of $120m and EBITDA of $42m. A very confident presentation.
Jack Cooney, CEO
00:17 - H1 2021 Highlights
John Yuncza, CFO
02:51 - Financial highlights
Enzo LiCausi, VP of Finance
09:25 - Operating results
John Yuncza, CFO
13:22 - Strategy update
18:51 - ESG
21:15 - Outlook
23:49 - Q&A
Jack Cooney, CEO
52:26 - Closing remarks
Somero Enterprises, Inc. is a manufacturer of laser-guided equipment. The Company's equipment automates the process of spreading and leveling volumes of concrete for commercial flooring and other horizontal surfaces, such as paved parking lots in North America. The Company's products include S-22E, S-15R, S-15M, STS-11M, S-840, S-485, CopperHead XD 3.0, Mini Screed C, PowerRake 3.0, 3-D Profiler and SiteShape. 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 3-D Profiler System allows automatic paving of contoured sites using a Somero Laser Screed equipment. The CopperHead XD machine encounters applications, such as chaired rebar, low slump and poor subgrades. The Somero eXtreme Platform (SXP) allows users use their Laser Screed equipment.
Tuesday Sep 21, 2021
Tuesday Sep 21, 2021
LCM's CEO, Patrick Moloney gives an overview of the period ended 30th June 2021.
00:25 – FY21 highlights
01:50 – Financial performance
02:47 – Portfolio development
05:10 – Measuring success
06:49 – Market dynamics
08:52 – 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.
Friday Sep 17, 2021
Friday Sep 17, 2021
Diaceutics CEO, Peter Keeling and CFO, Philip White present the half year results for the period ending 30th June 2021. The DXRX platform services the unmet diagnostic commercialisation needs of the pharmaceutical industry. The engagement from clients on the DXRX platform is ahead of the Board's expectations, and the progress made with their laboratory network during H1, sets them in good stead for H2. They anticipate a more balanced first half, second half weighting compared to previous years.
Peter Keeling, CEO
00:17 - Introduction & overview
02:52 - Strategic roadmap
04:13 - Business transformation
09:00 - Highlights
Philip White, CFO
15:55 - Benefits of DXRX
18:19 - Financial highlights
Peter Keeling, CEO
26:24 - Outlook
33:01 - Q&A
49:56 - Closing remarks
Diaceutics PLC is a United Kingdom-based data analytics and implementation services company which services the global pharmaceutical industry. The Company offers end to end services that encompasses from understanding the diagnostic landscape to test implementation into treatment pathways to enable better treatment decisions for patients. The Company’s data analytics and implementation services, including Landscape, Tracking, and Primary Market Research, leverages the diagnostic testing information to provide data-driven insights to drive seamless integration of diagnostic tests into treatment pathways. Its implementation services include Planning, Commercialization and Reimbursement Landscapes, to build the strategies and implement the tactics that drives optimal test utilization, ensuring that patients are getting the right treatment.
Wednesday Sep 15, 2021
Wednesday Sep 15, 2021
RAI's CEO, Soraya Narfeldt, COO, Lars Narfeldt & CFO, Andrew Bolter present H1 results for the period ending 30th June 2021, which are in line with expectations. More details are given on Mozambique, and the significant new contract awards which give a sense of the outlook and the strength of the business going forward. It includes Q&A from the investor audience.
Soraya Narfeldt, CEO
00:16 - Introduction & agenda
00:44 - H1 21 Headlines
Andrew Bolter, CFO
01:54 - Financial performance
06:01 - Operational focus
Lars Narfeldt, COO
06:34 - Mozambique update
09:17 - Strategic execution
16:54 - ESG
Andrew Bolter, CFO
18:54 - Outlook
Soraya Narfeldt, CEO
20:45 - Summary
21:51 - Q&A
31:51 - Closing remarks
RA International Group PLC is a United Kingdom-based remote site service provider. The Company offers integrated camp services, from the construction of camp facilities to full life support services- including camp catering and camp maintenance services for clientele operating in remote and challenging environments. It focuses on providing remote site solutions for those involved in humanitarian operations, and the oil and gas and mining industries. The Company’s service offerings include construction, operation and maintenance, integrated facilities management, supply chain, and accommodation. It provides its services to mining, oil and gas, and humanitarian.
Tuesday Sep 14, 2021
Tuesday Sep 14, 2021
Bonhill's CEO, Simon Stilwell and CFO, Sarah Thompson present the interim results for the period ended 30th June 2021.
Simon Stilwell, CEO
00:17 – Introduction & Agenda
00:42 – H1 Headlines
Sarah Thompson, CFO
01:54 – Financial results
Simon Stilwell, CEO
04:42 – Rebranding
05:39 – Global events
06:46 – ESG
08:07 – H2 Focus on delivery
08:59 – Summary & Outlook
Bonhill Group PLC, formerly Vitesse Media Plc, is a United Kingdom-based business to business (B2B) media company. The Company provides business information, live events and data and insight propositions to international technology, financial services and diversity business communities. Business information includes digital/print magazines, online portal, digital content, video, audio, content syndication and marketing services. Live events include various formats, such as awards, summits, conferences, career fairs and workshops. Data and insight include industry research programs, white papers, market research and survey, directories, industry/company data product, workflow management solution and bespoke consultancy. The Company’s flagship titles include SmallBusiness.co.uk, Information Age, GrowthBusiness.co.uk and What Investment.
Tuesday Sep 14, 2021
Tuesday Sep 14, 2021
MADE CEO, Philippe Chainieux and CFO Adrian Evans outline the highlights of the period, including a strategy update and financial review.
00:18 Introduction by Philippe Chainieux, CEO
00:40 Video highlighting the H1 achievements
02:17 The key figures & core strengths by Philippe Chainieux, CEO
07:10 The financial review by Adrian Evans, CFO
10:33 Summary and outlook by Philippe Chainieux, CEO
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 Sep 13, 2021
Monday Sep 13, 2021
SThree CEO, Mark Dorman and CFO, Andrew Beach give a trading update for Q3 2021. A very strong performance for the group with net fees up 11% in the quarter. Investment will gather pace through the remainder of the year with the benefits to be seen FY22. The outlook for the full year is anticipated to be significantly ahead of expectations , following the upwards revision provided in June 2021.
Mark Dorman, CEO
00:18 – Q3 Summary
Andrew Beach, CFO
01:53 – Financial highlights
Mark Dorman, CEO
07:38 – Q3 Outlook
08:56 – Q&A
16:30 – Closing remarks
SThree plc is an 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 segments include the United Kingdom & Ireland (UK&I), Continental Europe, the USA, and Asia Pacific & Middle East (APAC & ME). The Company's recruitment brands include Computer Futures, Progressive Recruitment, Huxley and Real Staffing. The Company's other brands include Global Enterprise Partners, Hyden, JP Gray, Madison Black, Newington International and Orgtel. The Company delivers contract, permanent, projects, retained and executive search recruitment solutions. Its support and mobility services offer contracting, relocation and relevant visa support. It provides resources to support its brands with contractor services.
Friday Sep 10, 2021
Friday Sep 10, 2021
Pebble's CEO Chris Lee, and CFO Claire Thomson present the interim results for the period ending 30 June 2021. Revenues are returning to strength, 39% ahead of HY20. Facilisgroup achieved an adjusted EBITDA margin of 54.6%, and they maintain their aspiration to grow annual recurring revenue to $50m by the end of FY24. Brand Addition revenues for FY21 are expected to be ahead of FY20 & FY19. For the outlook, management expect the full year to be at least in line with expectations.
Chris Lee, CEO
00:17 – Introduction
01:35 – HY21 highlights
Facilisgroup
Claire Thomson, CFO
02:24 –Financial highlights
Chris Lee, CEO
08:44 – Operational metrics
Brand Addition
Claire Thomson, CFO
19:27 –Financial highlights
Chris Lee, CEO
25:15 – Operational metrics
The Pebble Group
29:39 – ESG
31:09 – Outlook
32:18 – Q&A
38:41 – Closing remarks
The Pebble Group PLC is a United Kingdom-based company that provides products, services and technology to the global promotional products industry. The Company operates through two businesses: Brand Addition and Facilisgroup. Brand Addition is its promotional product merchandise business that provides promotional products to global brands. Brand Addition, through its network, sources and provides promotional product solutions to clients, who operate in sectors which include health and beauty, fast moving consumer goods, transport, technology, banking and finance and charity. Facilisgroup is the Company’s software as a service (SaaS) business that provides subscription-based services to small and medium enterprise (SME) promotional product distributors in the United States and Canada. Facilisgroup’s suite of services includes business intelligence software and community events.
Friday Sep 10, 2021
Friday Sep 10, 2021
This is the fifth virtual StockSlam hosted by Damian Cannon. Not only is it great fun, the track record has been pretty impressive with each portfolio of ten picks up as follows: from February 2021 +23%, April +18.5%, May +10% and June +9.6%. The single stock winner has been Tekcapital (TEK) up 186%, followed by Renold (RNO) +63% and Cakebox +51%.
The format, each ‘slammer’ has 3 minutes to ‘slam’ their stock followed by 3 minutes of audience questions. These are just ideas, the presenter probably is talking their own book. Please do all your own research! If you’d like to slam at a future StockSlam, please contact me via the PIWORLD contact page.
00:20 Introduction by Damian Cannon
03:00 Damian Cannon: Robert Walters (RWA)
09:11 Tamzin Freeman: Argentex (AGFX)
14:40 Alex Schlich: Capita (CPI)
21:36 David Carle: Belvoir (BLV)
28:15 Twenties Trader: AB Dynamics (ABDP)
35:34 Mark Simpson: Base Resources (BSE)
42:05 David Thornton: Totally (TLY)
48:40 Lawrence Judd: Watches of Switzerland (WOSG)
55:46 Edmund Shing: Geiger Counter (GCL)
01:02:45 Alan Firth: Quiz (QUIZ)
01:08:00 Damian Cannon closing remarks
Thank you to all the presenters. The next Stockopedia/PIWORLD StockSlam is Wednesday 8th October, 6pm, register via the events page
Thursday Sep 09, 2021
Thursday Sep 09, 2021
Emis’s CEO, Andy Thornburn and CFO, Peter Southby present interim results for the six months ended 30 June 2021. Revenue and adjusted operating profit were ahead of both H1 20 and 19. Recurring revenue represents 79%. The dividend has grown to 10%. EMIS Enterprise was boosted by the use of the Outcomes4Health solution to support the CV19 roll-out in England. EMIS-X development continues and is building strong foundations for future growth. The outlook is in line with expectations for the full year.
Andy Thorburn, CEO
00:17 Introduction
Peter Southby, CFO
01:00 Financial highlights
02:43 Income statement
04:10 Segmental analysis
05:13 Revenue analysis
06:26 Cash flow
07:43 Balance sheet
08:21 Guidance and trends
Andy Thorburn, CEO
10:00 Operational review
11:17 H1 positive progress
14:50 Healthcare market evolution
18:00 Accelerating growth over the coming years
28:49 Market positioning and capabilities
29:55 Outlook
EMIS Group plc provides healthcare software, information technology and related services in the United Kingdom. The Company’s segments include Primary & Community Care and Community Pharmacy. The Company serves various healthcare markets under the EMIS Health brand. The Primary & Community Care division provides clinical information technology (IT) systems for general practitioners (GPs) and commissioners. The Community Pharmacy division is an integrated community pharmacy dispensary and retail system. EMIS Health provides clinical software to customers across the healthcare sector. Its brand EMIS Care specializes in the delivery of diabetic retinopathy eye screening.
Thursday Sep 09, 2021
Thursday Sep 09, 2021
PIWORLD catches up with Larry Zulch, CEO at Invinity Energy Systems (IES), who gives an overview of the business and Vanadium Flow Batteries (VFB). We get details of some of the projects IES is working on and the exciting joint venture with Siemens Gemesa Renewable Energy. Finally, we get an update about the major shareholders and what investors can expect in the short, medium and long term.
00:32 What does Invinity Energy Systems (IES) do?
00:59 What is a Vanadium Flow Battery (VFB)?
03:09 What is the competitive landscape?
04:17 Projects IES are working on
06:07 The JV with Siemens Gemesa Renewable Energy
08:55 What Larry is most excited about at the moment?
09:57 The major shareholders
11:18 What should investors expect in the short, medium and long term?
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.
Wednesday Sep 08, 2021
Wednesday Sep 08, 2021
Headlam's CEO, Steve Wilson & CFO, Chris Payne outline the interim results, key accomplishments in the period and current trading.
Steve Wilson, CEO
00:18 – Introduction & agenda
01:16 – Headlam overview & COVID-19
Chris Payne, CFO
05:05 – Financial performance
Steve Wilson, CEO
22:55 – Operational performance
29:35 – Key accomplishments in the period
33:51 – Corporate governance
36:21 – Current trading & Summary
Headlam Group Plc is a United Kingdom-based company, which is engaged in the marketing, supply and distribution of a range of floorcovering products. The Company's operations are focused on providing customers, principally independent floorcovering retailers and contractors, with a range of floorcovering products supported by a next day delivery service. The Company operates through 56 operating segments in the United Kingdom and five operating segments in Continental Europe. Each operating segment is a trading operation aligned to the sales, marketing, supply and distribution of floorcovering products. The Company's activities and facilities are located throughout the United Kingdom, France, Switzerland and the Netherlands. Its business in France operates from approximately two distribution centers and over 20 service centers, and the businesses in Switzerland and the Netherlands each operate from a single distribution center.
Friday Sep 03, 2021
Friday Sep 03, 2021
With inflation, resources used in electrification, and for new technologies, there may be more appetite for mining stocks from investors who normally avoid the sector. Here, Richard Greenfield, Co-Founder of Tamesis Partners, specialists in global mining and natural resources, shares how newbies can evaluate mining stocks.
This is a fantastic overview that may require a few listens; everything from the market overview, where we’re at in the cycle, to how to dip your toe into the sector. Some great nuggets such as, ‘mines are made, not found’, the people are key; and he recommends that the mine should be large enough to attract institutional interest. Of course, the investment hinges on NPV, IRR (greater than 20%); and as with all investments CAPEX, margins and returns.
Richard ends with three examples of mining sector stocks that he likes using the evaluation criteria outlined. This is superb. A sector not without risk, but with Richard’s guidance, you should be better armed to understand those risks and the factors you need to evaluate.
00:18 Introduction
01:00 Richard’s background & Tamesis Partners
03:30 What’s the composition of the global metals and mining industry?
05:06 How important is London v other exchanges?
07:00 Where should we look to make money in the current climate?
09:53 Why have equities lagged commodity prices?
10:45 Commodities are highly priced at the moment, will that continue? And what are the drivers?
14:45 How do commodities and equities move with each other?
18:17 What’s the best way for a newbie to play the sector?
22:39 When do you want to get into a mine?
25:57 What makes a good mine and how do you value it?
30:29 What is a good margin for a mine?
32:48 What’s the returns and success rate?
37:57 What are the risks to look out for?
40:41 Richard’s picks of the sector for your further research:
44:04 Tridant Royalties (TRR)
50:04 Shanta Gold (SHG)
55:07 Capital (CAPD)
About Richard Greenfield
Richard qualified as a chartered accountant with PricewaterhouseCoopers in 2003 before commencing an investment banking career in 2005, almost all of which has focused on the mining sector. While at Ambrian Partners Richard worked alongside Charlie Bendon as part of that firm’s Extel #1 ranked mining team, acting as Nominated Adviser to a large portfolio of junior and mid-tier companies and concluding a wide range of IPO, secondary financing and M&A transactions. Richard joined GMP Securities Europe LLP as a partner in 2010 as part of a significant expansion of GMP’s London operations, with a particular focus on dual and overseas listed companies and cross-border advisory transactions.
www.tamesispartners.com
LinkedIn: www.linkedin.com/company/tamesis-partners-llp
Tamesis Partners research on Research Tree: www.research-tree.com/providers/tamesis-partners
Friday Aug 27, 2021
Friday Aug 27, 2021
Air Partner CEO Mark Briffa gives an overview of the Kenyon International acquisition, announced 27th August 2021.
00:18 Rationale for the acquisition
00:45 What does Kenyon International do?
01:33 Are AIR moving out of aviation?
02:03 How did AIR fund the acquisition?
02:17 What acquisitions will AIR look at next?
Founded in 1961, Air Partner is a global aviation services group providing aircraft charter and aviation safety & security solutions to industry, commerce, governments and private individuals, across civil and military organisations. The Group has two divisions: Air Partner Charter, comprising Group Charter, Private Jets, Freight and Specialist Services; and Air Partner Safety & Security (formerly Consulting & Training), which comprises Baines Simmons, Redline Assured Security and Managed Services. Air Partner has 18 locations across four continents, with its headquarters located alongside Gatwick airport in the UK. The group employs around 450 professionals globally and operates 24/7. Air Partner is listed on the London Stock Exchange (AIR) and is the only publicly listed air charter broker and aviation safety & security consultancy. It is ISO 9001:2015 compliant for commercial airline and private jet solutions worldwide. More information is available on the Company's website (www.airpartnergroup.com).
This is third party produced content published by PIWORLD.
Thursday Aug 19, 2021
Thursday Aug 19, 2021
Keelan Cooper, Financial Analyst at Stockopedia gives us the background and findings of The Stockopedia IPO Survival Guide. Fascinating evidence that small and micro cap IPOs bought on the first day of trading and sold around the sixth month after the IPO will give a better performance.
00:42 How Keelan got into investing and working at Stockopedia
01:53 Why did you decide to research IPOs & how did you go about it?
03:36 Are IPOs the opportunity to buy a multi-bagger.
04:37 Was there a correlation between management/PE staying in or getting out?
05:37 It looks like timing is the most important but what else should we be looking at?
06:45 How quickly do Stockopedia get IPOs listed, and how long does it take meaningful information for quality and value?
08:16 Wouldn’t you say that higher quality and valuation metrics and small-cap stocks do better for IPOs but wouldn’t that be the same for all stocks?
09:47 You mention aggressive IPO pricing and promotion, who are the main culprits?
10:32 What are the IPO changes proposed by the Chancellor of the Exchequer?
11:25 Do you have any tips to get in at the IPO price?
11:50 Do Stockopedia have any plans to list new IPOs?
12:20 You talk about Tech, Health, Financial and Energy have performed better than Consumer Cyclicals, Telecoms, and Utilities. Wouldn’t that be the case for the wider market anyway?
13:04 You say large cap international IPOs have been poor investments, did you find the same for international small cap and micro caps?
13:47 Were there additional findings in the report that didn’t make the final report?
15:02 IPOs coming up?
16:08 Find the IPO survival guide at: https://why.stockopedia.com/ipo-survival/
Wednesday Aug 18, 2021
Wednesday Aug 18, 2021
Robert Forrester, CEO & Karen Anderson, CFO present the company, the financials, the current market dynamics and the outlook, followed by an extensive Q&A with no questions unanswered. Straight, direct and informative.
A values driven company with professionalism, integrity, opportunity and commitment high up there. Their strategic focus is on growth, digitalisation, costs, ancillary businesses within a supportive environment for staff and customers. Disciplined capital allocation is discussed including share buybacks and acquisitions. Although dividends were halted during the pandemic they are anticipated to be re-established at interim FY22. A great overview of the evolving trends across customers, the industry, technology and sustainability, with a more in depth discussion around digitalisation.
Outlook FY22 adj PTP £40-45M, with good momentum, and obvious supply constraints although this does lead to robust margins. Essential watching if you're interested in Vertu or the sector.
APOLOGIES FOR THE POOR QUALITY AUDIO.
Robert Forrester, CEO
00:17 – Introduction & agenda
00:54 – FY21 Highlights
03:50 – Dealership portfolio
04:36 – Group strategy
Karen Anderson, CFO
06:43 – Financial highlights
Robert Forrester, CEO
12:07 – Market trends
22:59 – Outlook
26:20 – Q&A
Robert Forrester, CEO
59:09 – Closing remarks
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.
Monday Aug 16, 2021
Monday Aug 16, 2021
Mark Pickett, CEO & Diane McIntyre, CFO present H1 results, giving an overview of the strategy, financial performance and the outlook. In summary, they have grown annual recurring revenue (ARR) 5%; expanded the market opportunity, with new products and geographic expansion; have a strong pipeline of opportunities with existing and new customers; strong cashflows with continued investment in future growth. With a positive start to 2021, they anticipate the full year will be slightly ahead of expectations.
Mark Pickett, CEO
00:17 – Introduction
00:49 – Overview
02:18 – Product portfolio
06:01 – Delivering against 2021 objectives
07:54 – Key wins
12:31 – ARR growth & addressable markets
13:59 – ESG
Diane McIntyre, CFO
15:22 – Financial performance
Mark Pickett, CEO
26:23 – Summary
Tribal Group plc is a pioneering world-leader of education software and services. Its portfolio includes Student Information Systems; a broad range of education services covering quality assurance, peer review, benchmarking and improvement; and student surveys that provide the leading global benchmarks for student experience. Working with Higher Education, Further and Tertiary Education, schools, Government and State bodies, training providers and employers, in over 55 countries; Tribal Group's mission is to empower the world of education with products and services that underpin student success.