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Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk
Episodes
Monday 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.
Monday Aug 09, 2021
Monday Aug 09, 2021
TRIG interim results 2021 presentation given to analysts and investors on 6.8.21 by the management team.
00:05 Introductory video
Helen Mahy, Chairman
00:17 Overview
Richard Crawford, Director, InfraRed Capital Partners
01:35 TRIG’s purpose & performance
03:25 Track record
Phil George, Director, InfraRed Capital Partners
05:58 Financial highlights
16:02 Funding, investments & commitments
Chris Sweetman, Operations Director, RES
17:05 Production
Jaz Bains, Group Risk Investment Director, RES
20:59 Value enhancements
23:04 Sustainability
Minesh Shah, Investment Director, InfaRed Capital Partners
24:15 Sustainability
25:44 Acquisitions and portfolio construction
28:38 Forecast new capacity
Richard Crawford, Director, InfraRed Capital Partners
29:18 Summary
Renewables Infrastructure Group Limited is a Guernsey-based closed-ended investment company. The Company invests in operational renewable energy generation projects, predominantly in onshore and offshore wind and solar photovoltaics (PV) segments, across the United Kingdom and Northern Europe. Its portfolio consists of over 70 wind, solar and battery storage projects with aggregate net generating capacity of approximately 1,664megawatts (MW). Its assets are located across United Kingdom, Ireland, France, Sweden and Germany. InfraRed Capital Partners Limited is the Company’s investment manager.
Produced by BRR Media. Distributed by PIWORLD.
Wednesday Aug 04, 2021
Wednesday Aug 04, 2021
Following the acquisition of Emma Hardie Ltd announced 29th July 2021, PIWORLD talked to some of the management team about the background and rationale to the acquisition, and the Company's plans for integrating and developing the Emma Hardie brands.
Pippa Clark, Global Sales & Marketing Director/Deputy MD
00:48 Can you tell us a little bit about Emma Hardie?
01:35 Why has Creightons acquired Emma Hardie?
05:28 What revenue growth do you think you’ll get from the brand?
07:37 What can we expect this to do to margins?
Barry Cook, Acting Managing Director Emma Hardie
08:44 How does it feel to be acquired by Creightons?
10:50 How did you know of Creightons?
11:58 What does Creightons offer to you?
Eamon Murphy, Group Finance & Commercial Director
13:18 How have you justified the valuation you’re paying for Emma Hardie?
16:03 What synergies do you think you’ll achieve?
16:34 How will you finance the acquisition?
17:27 Were the revenues and profits of Emma Hardie impacted by CV19, which made a difference to the valuation?
Bernard Johnson, Group Managing Director
18:10 Does the acquisition pose any operational integration challenges?
18:47 How long do you think it will take to fully integrate?
19:24 Will there be operational benefits?
20:09 Where geographically will it be based?
20:42 Why has the acquisition happened now?
21:51 Can you summarise how that takes you closer to your 2024 aspirations?
Creightons plc is engaged in the development, marketing and manufacture of toiletries and fragrances. The Company operates through three business streams: private label business, contract manufacturing business and branded business. Its private label business focuses on private label products for high street retailers and supermarket chains. Its contract manufacturing business develops and manufactures products on behalf of third party brand owners. Its branded business develops, markets, sells and distributes products it has developed and owns the rights to. Its product portfolio includes bath and shower care, haircare, body care, baby and maternity, and fragrances, among others. 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, Perfect Hair, Bronze Ambition, Sunshine Blonde, Beautiful Brunette and Just Hair.
Wednesday Aug 04, 2021
Wednesday Aug 04, 2021
Richard Whiting, Chief Executive and Chris Belsham, CFO outline the full-year 2021 results for the period ending 31st May 2021. It was another strong set of results, ahead of expectations set before the pandemic demonstrating continued performance, delivery and resilience.
Richard Whiting, Chief Executive
00:18 Introduction and key highlights
01:52 Summary of financial results
Chris Belsham, CFO
08:07 Financial review
Richard Whiting, Chief Executive
14:45 Development strategy
Richard Whiting, Chief Executive & Chris Belsham, CFO
16:30 UK fuel market & acquisition strategy
Richard Whiting, Chief Executive
21:21 ESG framework
23:41 Summary and outlook
Richard Whiting, Chief Executive & Chris Belsham, CFO
25:48 Q&A
NWF Group plc is engaged in the manufacture and sale of animal feeds, the sale and distribution of fuel oils, and the warehousing and distribution of ambient groceries. The Company operates through three segments: Feeds, Food and Fuels. The Feeds segment is engaged in the manufacture and sale of animal feeds and other agricultural products. The Food segment is engaged in warehousing and distribution of clients’ ambient grocery and other products to supermarket and other retail distribution centers. The Fuels segment is engaged in the sale and distribution of domestic heating, industrial and road fuels. The Company’s subsidiary, Boughey Distribution Limited, is engaged in warehousing and food distribution. Its subsidiaries, NWF Agriculture Limited, S.C. Feeds Limited, New Breed (UK) Limited and Jim Peet (Agriculture) Limited, are engaged in animal feedstuffs and seeds supply. Its subsidiaries, NWF Fuels Limited and Staffordshire Fuels Limited, are engaged in fuel distribution.
Wednesday Aug 04, 2021
Wednesday Aug 04, 2021
David Hampstead, CEO and Eva Hang, CFO outline the business following the IPO on Aquis Exchange earlier this year and elaborate on the full-year 2021 results. A comprehensive overview of what Samarkand offers their customers; their markets and all the moving parts of the last year, including CV-19, Chinese regulation and a very dynamic Chinese market and their acquisitions and aacquisition strategy.
David Hampstead, CEO
00:18 Introduction and about Samarkand
01:29 Executive summary
Eva Hang, CFO
03:46 Financial highlights
David Hampstead, CEO
06:21 The Chinese market & how SMK access it: Nomad Distribution, Checkout & Analytics
09:49 Brand ownership: Probio 7
15:49 Acquisition: Zita West
16:50 The market: CV19; Chinese regulation; innovation and livestream products etc
21:56 Strategic update and focus for the next year
23:30 Summary and outlook
Samarkand Group plc is a United Kingdom-based company that enables its wholly owned and third-party consumer brands to access Chinese consumers through cross-border electronic commerce. The Company serves brands from the health and beauty sectors. Its software platform, the Nomad platform, provides a direct-to-consumer route to the electronic commerce market. The Company's platform offers five technology and service solutions: Nomad Checkout, Nomad Storefront, Nomad Commerce, Nomad Analytics and Nomad Distribution. Nomad Checkout is a software as a service (SaaS) based solution that integrates with electronic commerce software providers. Nomad Storefront supports the operation of electronic commerce stores on Chinese platforms. Nomad Commerce offers customizable electronic commerce solution. The Company's platform is integrated with electronic commerce and social media platforms, as well as payment, logistics and customs systems.
Monday Aug 02, 2021
Monday Aug 02, 2021
Tekmar Group (AIM: TGP), a leading provider of technology and services for the global offshore energy markets, hosted a virtual Capital Markets Day event for investors on 22 July 2021. The presentation by CEO Ally MacDonald and CFO Derek Bulmer provides a further update to the five-year strategic plan set out in the Company’s interim results on 1 June 2021, and in particular how Tekmar Group will deliver on its ambitions.
Tekmar Group PLC is a United Kingdom-based company that provides subsea cable, umbilical and flexible pipe protection systems and engineering services. The Company offers various service packages including FEED study, product development, design and engineering, in-house product testing, manufacturing, project management, and personnel training and offshore support. Its products include Teklink CPS, Tektube CPS, Cable hang-offs, TEKSPACE, TEKDUCT, SPLIT PIPE, j-tube seals, bend restrictors and bend stiffeners. The Company primarily provides its products and services to offshore wind, and oil and gas companies.
Friday Jul 30, 2021
Friday Jul 30, 2021
Bernard Johnson, MD, Eamon Murphy, Group Finance and Commercial Director, and Pippa Clark, Global Marketing Director and Deputy MD, present the FY21 results and set out their aspirations to 2024. We also hear from Nick Coleman, Group Operations Director, who has recently joined and gives his perspective, and Martin Stevens, Group Technical Director/Deputy MD, who develops the products. A compelling team.
Bernard Johnson, MD
00:17 – Introduction
Eamon Murphy, Group Finance & Commercial Director
03:13 – Financial highlights
Pippa Clark, Global Marketing Director/ Deputy MD
11:49 – Sales review
24:54 – Drivers for growth
26:24 – What’s next?
Bernard Johnson, MD
31:27 – The way ahead
37:00 – Aspirations
42:56 – Q&A
1:13:18 – Closing Remarks
Creightons plc is engaged in the development, marketing and manufacture of toiletries and fragrances. The Company operates through three business streams: private label business, contract manufacturing business and branded business. Its private label business focuses on private label products for high street retailers and supermarket chains. Its contract manufacturing business develops and manufactures products on behalf of third party brand owners. Its branded business develops, markets, sells and distributes products it has developed and owns the rights to. Its product portfolio includes bath and shower care, haircare, body care, baby and maternity, and fragrances, among others. 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, Perfect Hair, Bronze Ambition, Sunshine Blonde, Beautiful Brunette and Just Hair.
Friday Jul 30, 2021
Friday Jul 30, 2021
Andrew discusses his views on inflation, Covid-19 and the return to normality. When assessing stocks under the pressure of CV19 his core focus was their cash burn. Andrew picks stocks globally, both US and French listed stocks are in his concentrated portfolio of 27 holdings, he pulls them together for their similarities, including: owner managed business; secular companies priced to fade; depressed compounders set to recover, and those who pass on their economies of scale to the customer. Full of company examples and referrals to Buffett's and Munger's thinking.
01:05 VT Holland Advisors Equity Fund performance ytd
01:58 Andrew’s view on inflation and how to position as an investor
05:50 Covid-19 and how it plays out from here
09:28 Young & Co (YNGA; YNGN) and JD Wetherspoon (JDW)
12:26 Portfolio changes over the last 6 months Beijing Capital International Airport (HKG:0694); Mandarin Oriental (SGX:M04); EasyJet (EZJ) v Jet2 (JET2); Facebook (NASDAQ:FB)
16:07 International holdings and bandwidth required to hold companies from all geographic markets
17:12 Facebook (NASDQ: FB) and BooHoo (BOO)
17:29 Depressed compounders: VP (VP.), Jet2 (JET2), Brenbo SpA (BIT:BRE)
17:53 Owner managers: Ballore SE (EPA:BOL), BIglarie Holdings Inc (NYSE: BH), VP (VP.), Frasers (FRAS), Jet2 (JET2)
21:18 How do you screen?
23:19 BooHoo (BOO)
30:02 Biglari Holdings (NYSE: BH)
36:10 Which international markets do you perceive are under valued? Do you think we’ll continue to see bid activity?
38:22 About Andrew and the fund
About Andrew Hollingworth:
Andrew set up Holland Advisors in 2008. Holland provides High quality investment research to some of the world’s most senior and respected institutional investors. Andrew also manages an equity investment fund which he set up in 2011, which is converting to UK UCITS status in early 2021. Andrew specialises in looking to invest in owner manager run businesses that compound at high per-share rates for long periods. However, he is keen to invest at times when the stock market may be less believing in them. (Ie he is looking buy great companies when they are priced like bad ones). Andrew and his team at Holland also give macro-economic insights, having successfully expressed caution ahead of both the 2008 economic crisis and Covid 19. Prior to Holland Advisors Andrew worked for Merrill Lynch, Redburn Partners and Henderson Fund Managers. He started working in the Investment industry in 1987, aged 18.
Tuesday Jul 27, 2021
Tuesday Jul 27, 2021
Julie Lavington, Ali Hall, Joint CEOs and Steve Dilks, CFO present FY21 results for the period ended 31st March 2021. A year of strong revenue growth, substantial reduction in EBITDA losses and a strong start to the new financial year with Q1 FY22 revenue up 256% YoY.
Ali Hall, Co-CEO and Co-Founder
00:17 – Introduction
00:35 – The Sosandar story so far
Julie Lavington, Co-CEO and Co-Founder
01:48 – Full year highlights
03:03 – Current trading
Steve Dilks, CFO
04:02 – Financial and KPI review
Julie Lavington, Co-CEO and Co-Founder
10:28 – Product expansion
Ali Hall, Co-CEO and Co-Founder
12:09 – Current best sellers
Steve Dilks, CFO
13:04 – Third party partnerships
Ali Hall, Co-CEO and Co-Founder
15:12 – Accelerating third party growth
Ali Hall, Co-CEO and Co-Founder
Julie Lavington, Co-CEO and Co-Founder
15:51 – Marketing strategy
Julie Lavington, Co-CEO and Co-Founder
Steve Dilks, CFO
23:23 – ESG & our responsibilities
Julie Lavington, Co-CEO and Co-Founder
27:26 – Outlook
28:23 – Q&A
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.
Tuesday Jul 27, 2021
Tuesday Jul 27, 2021
David Beech, CEO and Kate Lewis, CFO present the FY21 results for the period ended 30th April 2021. They have delivered a robust performance during the year, with a rapid return to stronger levels of organic growth in the second half, complemented by high calibre acquisitions that further elevate their position as a market leader outside London. Looking forward momentum has continued into 2022 and they continue to see a strong pipeline of possible acquisition opportunities.
David Beech, CEO
00:17 – Introduction & overview
Kate Lewis, CFO
03:33 – Financial results
David Beech, CEO
20:52 – Continued momentum in the business
23:32 – Scaling
30:23 – Acquisitions & driving performance
35:16 – Summary & current trading
37:13 – Q&A
1:05:13 – Closing remarks
Knights Group Holdings plc is a United Kingdom-based law company. The Company that is focuses on providing legal and professional services. The Company also provides corporate and commercial legal services at scale and across a broad sector basis, similar to the larger national law firms. The Company operates six offices: Newcastle-Under-Lyme, Wilmslow, Chester, Derby, Cheltenham and Oxford. The Company’s service lines include real estate, litigation, corporate, and private client.
Monday Jul 26, 2021
Monday Jul 26, 2021
ActiveOps CEO & Founder Richard Jeffery and CFO Patrick Deller present the company’s full year 2021 results for the financial year ended 31 March 2021. ActiveOps IPO'd in March 2021, it is a leading provider of Management Process Automation (MPA) software for running complex and global back-offices. Here, we get more background to the product, the market, the business model and strategy; and more detail on the FY21 results.
Richard Jeffery, CEO & Founder.
00:17 – Introduction
00:45 – About ActiveOps
01:47 – The product
02:58 – Market drivers
03:51 – FY21 results overview
Patrick Deller, CFO
06:57 – Commercial model
09:45 – Financial KPI’s
10:40 – P&L
13:30 – Balance sheet & cash flow
Richard Jeffery, CEO & Founder.
14:45 – Strategy review
15:28 – Differentiation
17:36 – Evolution of the offering
19:55 – Customer base
22:57 – ESG
24:00 – FY22 areas of focus
24:58 – Q1 outlook
25:41 – Q&A
Richard Jeffery, CEO & Founder.
34:12 – 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 Jul 23, 2021
Friday Jul 23, 2021
We catch up with Paul Jourdan, CEO & Co-Founder of Amati Global Investors. He outlines the macro picture, which has led Amati to increase exposure to global industrials, particularly ones that benefit from housebuilding and home improvements; he likes retail. He’s avoiding travel and leisure. Inflation is a recuring theme which he feels is a major threat for investors. He outlines why he started the Strategic Metals Fund. We close on why he likes IPOs. It is peppered throughout with companies he’s particularly excited about. As always do your own research on any stocks mentioned, these are NOT recommendations.
01:12 Paul’s view on Covid-19 and where we’re headed from here.
04:17 What’s actions has Paul taken with his funds to plan for today’s threats
06:35 Dunelm (DNLM)
07:15 Has CV19 increased the attraction of Biotech and Meditech? What companies in the sector is Paul most excited about?
09:54 Polarean Imaging (POLX)
13:12 Renalytix (RENX)
15:43 Current valuations
18:17 Do you feel any companies in the funds are a likely potential bid candidate?
20:33 Grainger (GRI)
21:55 Inflation, monetarism (Professor Tim Congdon: https://mv-pt.org/) and QE.
29:10 Why did Amati launch the Strategic Metals Fund?
35:24 What company are you most excited by? Saietta (SED)
44:19 What draws you to IPOs? And which do you particularly like?
45:33 Victorian Plumbing (VIC)
48:39 AlphaWave Ip (AWE)
Find out more about Paul Jourdan and the Amarti Global Investors funds: https://amatiglobal.com/
About Paul Jourdan:
Dr Paul Jourdan co-founded Amati Global Investors following the management buyout of Noble Fund Managers from Noble Group in January 2010, having joined Noble in 2007 as Head of Equities. His fund management career began in 1998 with Stewart Ivory, where he gained experience in UK, emerging market, and global equities. In 2000, Stewart Ivory was taken over by First State and Paul became manager of what is now TB Amati UK Smaller Companies Fund. In 2004, he was appointed Head of UK Equities at First State. In early 2005, he launched Amati VCT plc and he also manages Amati VCT 2 after the investment management contract moved to Amati Global Investors in 2010 (In 2018 Amati VCT merged into Amati VCT 2 which was then renamed Amati AIM VCT). Prior to 1998, Paul worked as a professional violinist, including a four-year period with the City of Birmingham Symphony Orchestra. He currently serves as a trustee of Clean Trade, a charity registered in England and Wales.
Wednesday Jul 21, 2021
Wednesday Jul 21, 2021
Begbies Traynor Executive Chairman Ric Traynor and Group Finance Director Nick Taylor present the Group's 2021 full-year results, for the period ending 30th April , 2021. A strong performance with results ahead of original expectations due to acquisitions and improved trading. Looking forward, business recovery and financial advisory is well-paced to continue growth and property advisory and transactional service is to maintain its bounce back.
Ric Traynor, Executive Chairman
00:22 – Overview
Nick Taylor, Group Finance Director
01:44 – Operating and Financial Review
Ric Traynor, Executive Chairman
12:20 – Operating and Strategic Review
21:00 – Summary
Nick Taylor, Group Finance Director
Ric Traynor, Executive Chairman
22:08 – Q&A
Begbies Traynor Group plc is a business recovery and property services consultancy. The Company's segments include insolvency and restructuring, and property. It provides services from a network of the United Kingdom locations through two operating divisions: Begbies Traynor and Eddisons. Begbies Traynor is an independent business recovery practice that handles corporate appointments, serving the mid-market and smaller companies. It provides insolvency, restructuring and consultancy services to businesses, their professional advisors and financial institutions. Eddisons is a national firm of chartered surveyors, delivering transactional and advisory services to owners and occupiers of commercial property, investors and financial institutions. It provides professional services, such as business rescue options, advisory options, forensic accounting and investigations, corporate and commercial finance, personal insolvency solutions and services to banking, legal and accounting sectors.
Wednesday Jul 21, 2021
Wednesday Jul 21, 2021
Mark Dorman, CEO & Alex Smith, CFO present the full year 2021 results, for the period ended 31st May 2021. A very strong performance with net fees up 10% year on year; pre-tax profit +114%, and EPS +140%. The profit growth was driven by improving market conditions with especially strong demand for STEM skills and productivity growth. We hear the progress made against the 2024 ambitions and end with the outlook, which is ahead of the full-year expectations.
Mark Dorman, CEO
00:18 Introduction to Andrew Beach, CFO designate
01:12 STEM's purpose: bringing skilled people together
02:14 Overview of period
Alex Smith, CFO
06:19 Financial review
Mark Dorman, CEO
22:07 Business overview
25:18 ESG: empowering a sustainable future
27:35 Themes in the sector
29:53 Progress against 2024 ambitions & outlook
Mark Dorman, CEO & Alex Smith
31:50 Q&A
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.
Tuesday Jul 20, 2021
Tuesday Jul 20, 2021
The full management team Dan Wright, Executive Chairman, Gareth Jenkins, CEO, Richard Newman, CFO and Graham Cox, Commercial Director give a comprehensive overview of the turnaround to date, with the period’s achievements operationally, including the two acquisitions, and financially. They cover the main markets, investment to date and going forward, and the 2022 outlook.
Dan Wright, Executive Chairman
00:18 The vision
Gareth Jenkins, CEO
02:50 Performance summary
Richard Newman, CFO
04:13 Financial results
Gareth Jenkins, CEO
08:14 The acquisitions: Leicester Tissue Company (LTC) & John Dale
Graham Cox, Commercial Director
12:32 The Markets
Gareth Jenkins, CEO
19:08 Investment
22:28 FY2022 outlook
25:07 Conclusion
26:07 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.
Monday Jul 19, 2021
Monday Jul 19, 2021
Ultra's CEO Simon Pryce and CFO Jos Sclater present the Group's 2021 interim results. It was a stronger than anticipated first-half performance and excellent strategic progress. The Focus; Fix; Grow transformation programme is delivering ahead of plan and with a better payback than originally anticipated. This should accelerate top-line and market share growth. They are increasingly confident about future prospects.
Simon Pryce, CEO
00:17 – Introduction
01:24 – Overview
Jos Sclater, CFO
04:52 – Financial Highlights
17:19 – 2021 Outlook
Simon Pryce, CEO
18:59 – Our Markets
24:58 – Growth Drivers
Jos Sclater, CFO
36:02 – Transformation Program
41:35 – ESG
Simon Pryce, CEO
43:10 – Summary
Jos Sclater, CFO
Simon Pryce, CEO
44:58 – Q&A
Simon Pryce, CEO
52:35 – Closing Remarks
Ultra Electronics Holdings plc provides solutions and products in the defense and aerospace, security and cyber, transport and energy markets, by applying electronic and software technologies. The Company operates in three segments: Aerospace & Infrastructure, Communications & Security, and Maritime & Land. Its market facing segments are Aerospace, Infrastructure, Nuclear, Communications, C2ISR, Maritime, Land and Underwater Warfare. The Aerospace & Infrastructure division produces high-integrity, safety critical electronic control systems for aircraft applications, including position sensing and control; airframe and engine ice protection and detection; electronic architectures; weapon control, and noise cancellation systems. The Communications & Security division provides mission critical, information dominance solutions. The Maritime & Land division provides sensors, combat management systems, power solutions for surface, sub-surface and unmanned platforms.
Monday Jul 19, 2021
Monday Jul 19, 2021
Listed private capital gives all investors access to high-performing private equity and credit investments — funds of ready-made diversified portfolios of interesting and well managed private companies in exciting growth sectors such as technology enablement and health and wellbeing and at the forefront in ESG investing. As the fund shares are listed, investors have liquidity in what would otherwise be a medium to long-term investment.
In this, the second of a two-part series we explore the listed private capital opportunity with leading managers who will explain and discuss the investment case and the opportunities presented by their individual investment strategies.
Deborah Botwood Smith, CEO, LPeC
00:17 – Introduction
Hamish Mair, MD, Head of Private Equity
03:47 – BMO Global Asset Management
A gross asset private equity 'value added' fund of funds with c. 450 underlying companies.
Pieter Staelens, MD, Portfolio manager
21:51 – CVC Credit Partners
A leader in global credit and private equity.
Steven Tredget, Partner
35:52 – Oakley Capital (OCI)
A closed-ended investment company, which achieves capital appreciation through private mid-market UK and EU businesses.
49:22 – Q&A
Monday Jul 19, 2021
Monday Jul 19, 2021
SThree CEO Mark Dorman and CFO Alex Smith give an overview of the Group's 2021 half year results for the period ending 31st May 2021.
Mark Dorman, CEO
00:30 - H1 21 Highlights
Alex Smith, CFO
01:50 - Financial highlights
Mark Dorman, CEO
03:30 - Strategy progress
05:15 - Outlook
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 Jul 16, 2021
Friday Jul 16, 2021
John shares his portfolio performance during the first 6 months of 2021, the main contributors and detractors. We get an update on De La Rue, his 2021 PIWORLD pick in December and what he's most bullish about today. We touch on his fund portfolio launched July 2020. John was very prescient in calling the markets during the Covid crash, so we ask his views on the outlook for markets and inflation.
00:55 John’s performance to date
02:36 Which stocks have been the best contributor to John’s performance? SDI (SDI)
05:39 Sigmaroc (SRC), before the Nordkalk Oy Ab reverse takeover announcement!
07:39 Sylvania Platinum (SLP)
11:05 K3 Capital (K3C)
12:14 Main detractors from John’s performance: Biotech Growth (BIOG), Baillie Gifford (BGUK), Syncona (SYNC) & Bioventix (BVXP)
16:09 De La Rue (DLAR)
23:40 Lundin Energy (LUNE)
32:23 Supreme (SUP)
36:28 John’s funds portfolio performance
40:39 Inflation and the market outlook
46:00 JICUK.com
About John Rosier
In June 1984, John left university with a degree in Zoology and started work in The City of London. He enjoyed the first 14 years of his career at Fleming Investment Management, initially as an analyst and then as a UK portfolio manager; in 1997 he was appointed Head of UK Equities. He was a director at Henderson Global Investors from 1998 until 2004, before moving to the West End and working for two hedge funds. John’s investment career at Flemings and Henderson was focused on managing UK equity portfolios for corporate and local authority final salary defined benefit pension schemes as well as the reserve fund for the NSPCC. During 2009 John left full-time employment since when he has been managing his own portfolio.
John can be found at https://www.jicuk.com/
Thursday Jul 15, 2021
Thursday Jul 15, 2021
Phillip Wale, CEO, and Stephen Ford, Head of Wealth Management give an overview of FY21, the year ended 31st March. A strong performance from the Capital Markets Division and continued progress in Wealth Management has delivered the first profit in five years and has enabled considerable investment across the Group to ensure future growth.
Phillip Wale, CEO
00:21 – Introduction
00:40 – Financial Highlights
Divisional Review
Stephen Ford, Head of Wealth Management
01:51 – Wealth Management
Phillip Wale, CEO
03:41 – Capital Markets
05:07 – Current Trading and Outlook
05:35 – Summary
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.
Monday Jul 12, 2021
Monday Jul 12, 2021
Listed private capital gives all investors access to high-performing private equity and credit investments -- funds of ready-made diversified portfolios of interesting and well managed private companies in exciting growth sectors such as technology enablement and health and wellbeing and at the forefront in ESG investing. As the fund shares are listed, investors have liquidity in what would otherwise be a medium to long-term investment.
In this, the first of a two-part series we explore the listed private capital opportunity with leading managers who will explain and discuss the investment case and the opportunities presented by their individual investment strategies.
Deborah Botwood Smith, CEO - LPeC
00:17 – Introduction to Listed Private Capital
Paul Daggett, MD NB Private Equity Partners
05:40 – NB (Neuberger Berman) Private Equity Partners
Investing in private companies to generate long-term growth.
Linda Tierala, Director, Communications and Investor Relations, CapMan Oyj
20:05 – CapMan - A Nordic Private Assets Powerhouse
Investing in real estate, infrastructure, special situations, growth, buyout and credit opportunities in the Nordic region.
Kristof Vande Capelle, CFO, Gimv NV
34:52 – Gimv
Specialist European mid-market investment company that invests in innovative and entrepreneurial growth companies.
54:48 – Q&A
Friday Jul 09, 2021
Friday Jul 09, 2021
Richard has doubled his money on a rolling twelve-month basis to July 2021. Here, he gives his views on the markets, the economy, and where he sees opportunities. He is positive on global equities, with caveats. He saw August 2020 as the start of the business recovery, which he believes is still on course. He cautions to keep an eye on PMI/ISM data to see the continued growth. He’s bullish on industrial cyclicals due to government fiscal spending, citing Kier. Essentially, he’s looking for companies with pricing power, strong brands and structural drivers. Richard runs a concentrated portfolio of just 16 stocks, here he expands on some of his holdings and why he feels these investments will profit in the current environment.
You should assume Richard owns any shares he talks about so, of course DO YOUR OWN RESEARCH if they are of interest to you.
00:50 Richards performance year to date
01:25 Reach (RCH)
02:00 The markets and economic background.
10:25 Reach (RCH)
14:18 Polar Capital (POLR)
15:57 Redde Northgate (REDD)
16:35 UP Global Sourcing (UPGS)
17:05 Macfarlane (MACF)
17:20 Synthoma (SYNT)
18:00 Wickes (WIX)
18:25 Novacyt (NCYT)
23:51 Made.com (MADE)
32:19 Devro (DVO)
39:22 National World (NWOR)
49:55 The government bond market
PIWORLD videos are for information, education and interest only. They do not constitute any kind of recommendation to buy a share in any company mentioned, do your own research.
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.
Wednesday Jul 07, 2021
Wednesday Jul 07, 2021
The Panoply FY21 results presentation by Neal Gandhi, CEO and Oliver Rigby, CFO. An excellent year. Highlights include having welcomed three quality businesses into the Group, delivering 19% organic revenue growth, very strong cash conversion and having made substantial progress against ESG targets.
Trading momentum has accelerated further into the current year, and they have signed c £18.6m in new contracts in Q1 FY2022. They expect revenue and EBITDA for FY22 to be significantly ahead of current market expectations and to deliver analysts' expectations for FY23 a full year early.
Neal Gandhi, CEO
00:18 – Introduction & Agenda
00:46 – 2021 in Overview
02:52 – Covid-19 – Playing Our Part
05:57 – Our Impact
07:43 – Our Market
08:22 – Organic Growth
09:27 – Acquisitive Growth
Oliver Rigby, CFO
11:27 – Financial Results
13:27 – ESG Results
15:53 – Our Commercial Vision for 2023
17:37 – Our ESG Vision for 2023
18:30 – Financial Graphs
20:10 – Statutory P&L
Neal Gandhi, CEO
22:36 – Business Overview & Outlook
Neal Gandhi, CEO
Oliver Rigby, CFO
31:21 – Q&A
Neal Gandhi, CEO
39:14 – Closing Remarks
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.
Wednesday Jul 07, 2021
Wednesday Jul 07, 2021
The Capital Markets Day of Headlam, Europe's leading floorcoverings distributor, at its distribution centre in Ipswich. Hosted by the Directors of Headlam, and featuring presentations from managers responsible for projects under the Company's Operational Improvement Programme delivering revenue growth opportunities and cost improvements. It includes a tour of the Ipswich facility.
Steve Wilson, CEO
00:16 – Introduction
Adrian Harris, Managing Director, UK
02:39 - Agenda
05:05 – The UK Opportunity
17:15 – Operational Improvement Program
Iain Lennard, Sales Development Director, UK
22:17 – Introduction
23:34 – Sales Force Effectiveness
Farren Murphy, Commercial Director, National Carpets
26:22 – Introduction
27:41 – Multiple Retailers
Iain Lennard, Sales Development Director, UK
37:03 – Multiple Retailers - Continued
Ian Crick, Trade Counter Program
42:36 – Introduction
43:43 – The Trade Counter Opportunity
55:08 – Ipswich Distribution Centre Tour
Rob Marsh, Operations Project Manager
57:19 – Introduction
58:03 – Ecommerce & Digital
1:11:46 – Transport Integration
Steve Wilson, CEO
1:20:14 – ESG Strategy
1:28:34 – Conclusion
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.
Monday Jul 05, 2021
Monday Jul 05, 2021
Neal Gandhi, CEO & Co-Founder, and Oliver Rigby, CFO & Co-Founder, give an overview of The Panoply FY results. Strong growth with revenue up 62%, 19% organic growth, and a sales order backlog of £39m to be delivered by end March 22. They outline new targets to achieve 10-15% organic revenue growth per annum and to become a top 20 public sector supplier which means generating annual revenues at or around £200m by 2025. For the FY2022 both revenue and EBITDA will be significantly ahead of current market expectations and they expect to deliver analysts' expectations for FY2023 a full year early.
Neal Gandhi, CEO & Co-Founder
00:25 Overview of the year
Oliver Rigby, CFO & Co-Founder
02:10 Financial highlights
02:50 ESG results
Neal Gandhi, CEO & Co-Founder
03:22 Progress against strategy with acquisitions and organic growth
Oliver Rigby, CFO & Co-Founder
04:30 Performance against stated targets and new ones established
Neal Gandhi, CEO & Co-Founder
05:37 Current trading in Q1 2022
07:17 What are your key focuses for the period ahead? What does the future hold?
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.
Friday Jul 02, 2021
Friday Jul 02, 2021
Stuart Widdowson, Managing Partner of Odyssean Capital is looking to double the client’s money every five years. Here he outlines how he achieves that, and what he’s looking for in the companies in which he invests, using the best of private and public equity investing styles. Odyssean runs a concentrated portfolio focussing on smaller companies.
00:37 Stuart’s background
01:27 How did the Odyssean IT come about?
04:37 What return are you looking to achieve?
06:00 Public equity v private equity investing
08:35 Attributes Stuart looks for in companies in which he invests
11:20 What are private equity & trade buyers looking for?
13:09 Flowtech Fluidpower (FLO)
17:05 How do you realise the potential in companies? SDL (SDL/RWS).
21:00 Which companies in your portfolio are most likely to have a bid approach? Attributes private equity doesn’t like?
22:20 Elementis (ELM)
26:40 Where do your ideas come from?
27:37 How long do you spend researching an idea? What are the catalysts for buying?
28:40 Xaar (XAR)
31:28 How much do you look at what other fund managers are doing?
32:42 Clinigen (CLIN) & its profit warning
36:48 Which holdings are you most excited about? Chemring (CHG)
38:30 Sector selection: healthcare Spire Healthcare (SPI) and Vectura (VEC)
42:53 Inflation & how can investors plan for it?
Stuart is the Managing Partner of Odyssean Capital, which he founded in 2017. He has spent the last 18 years investing in public and private UK small and mid-size corporates and a further two years providing investment advice in the same field.
Prior to founding Odyssean, he was a Director and fund manager at GVQ Investment Management. In 2009, he became lead fund manager of Strategic Equity Capital plc. Over the following 7 years, was instrumental in driving a turnaround in the performance and fortunes of this closed-ended fund.
Stuart began his career as a strategy consultant undertaking commercial due diligence and strategy projects for private equity and corporate clients. In 2001 he joined HgCapital and spent five years executing small and mid-cap leveraged buyouts in the UK and Germany, including working on a number of public to private transactions of UK quoted companies.
http://www.odysseancapital.com/
Odyssean Investment Trust: http://www.oitplc.com/
Tuesday Jun 29, 2021
Tuesday Jun 29, 2021
Appreciate Group’s CEO, Ian O’Doherty & CFO, Tim Clancy present full-year 2021 results. It was a year of significant progress – weathering lockdowns whilst re-focussing the business and accelerating the digital proposition.
Ian O’Doherty – Chief Executive Officer
00:17 – Introduction
00:33 – Year In overview
02:04 – Financial highlights
04:13 – Operational highlights
Tim Clancy – Chief Financial Officer
05:59 – Financial results
11:51– Summary
Ian O’Doherty – Chief Executive Officer
12:13 – Strategic update
15:38 – ESG
16:41 – Technology transformation
17:35 – Outlook & summary
Appreciate Group Plc, formerly Park Group Plc, is a United Kingdom-based multi-retailer redemption product provider to corporate and consumer markets. It operates gift voucher, prepaid gift card and financial service business, which is engaged in delivering rewards and prepaid products and is focused on consumer prepayments and corporate reward and incentive programs. The Company’s segments include consumer and corporate. The consumer segment includes the Company’s sales to consumers, utilizing its Christmas savings offering. The corporate 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 vouchers. Love2shop is the multi-retailer gift voucher and prepaid gift card. It offers flexecash, which is its information technology infrastructure. Its Park Christmas Savings Club operates through a network of agents.
Friday Jun 25, 2021
Friday Jun 25, 2021
The fourth virtual StockSlam hosted by Damian Cannon. Eleven private investors ‘slam’ their best stock idea live, in just 3 minutes, to a sophisticated investor audience followed by questions that keep the slammers on their toes. Bite-sized nuggets to invpire your further research. Fast, factual and fun.
00:18 Damian Cannon introduction
02:40 Gamma Communications (GAMA): Damian Cannon
09:40 Redde Northgate (REDD): Jon McFarlane
15:30 VP Group (VP.): David Thornton
22:16 Tandem (TND): Andrew Robinson
28:37 Phoenix Copper (PXC): Donald Pond
33:56 Endeavour Mining (EDV): Mark Bentley
42:39 Supreme (SUP): Dexter Burt
49:21 Frontier Developments (FDEV): Twenties Trader
56:34 Novacyt (NCYT): Charles Ford
01:04:40 Synthomer (SYNT): Daniel Jones
01:10:15 Concurrent Technologies (CNC): Jack Brumby
The next StockSlam is Wednesday 8th September at 6pm. We hope you can joins us then.
Thursday Jun 24, 2021
Thursday Jun 24, 2021
Diaceutics Group CEO, Peter Keeling, and members of the senior management team provide an update on strategy, a demonstration of the DXRX SaaS platform and an expert industry panel discuss their views on the diagnostics market for precision medicine.
00:18 – Introduction by Deborah Davis Non-Executive Chair
06:28 – Overview of Diacuetics, Peter Keeling Founder and CEO
14:38 – Introduction to DXRX, Ryan Keeling Chief Innovation Officer
47:14 – Industry expert panel discussion Led by Susanne Munksted, Chief Precision Officer.
1:15:21 – Q&A
1:34:38 – Our opportunity & strategic roadmap, Peter Keeling Founder and CEO
1:41:31 – Business model & KPIs, Philip White CFO
1:49:10 – Conclusion, Peter Keeling Founder and CEO
1:50:35 – Q&A
1:59:56 – Closing remarks, Peter Keeling Founder and CEO
At Diaceutics we believe that every patient should have access to the right treatment at the right time. We provide the world’s leading pharmaceutical companies with an end-to-end solution for the launch of precision medicine diagnostics enabled by DXRX – The Diagnostic Network®.
DXRX is the world’s first diagnostic commercialisation platform for precision medicine, integrating multiple pipelines of real-world diagnostic testing data from a global network of laboratories.
Monday Jun 21, 2021
Monday Jun 21, 2021
CEO Frank Hanna and (new) CFO Ryan Mahoney give an overview of the business, the market structure and where MBH fit in; followed by extensive questions from the audience.
Frank Hanna, CEO & Ryan Mahoney, CFO
00:17 – Introduction
Frank Hanna, CEO
02:13 – About Michelmersh Brick Holdings
04:17 – 2020 Financial highlights
06:04 – Operational highlights
07:45 – Market structure
09:06 – Market fundamentals
10:59 – Outlook
15:14 – Q&A
Frank Hanna, CEO & Ryan Mahoney, CFO
Closing remarks – 25:52
Michelmersh Brick Holdings Plc is a United Kingdom-based company, which is engaged in the manufacture of clay bricks, tiles and pavers. The principal activity of the Company is the management and administration of its subsidiary companies. The Company’s segments are Building materials and Landfill. The Company’s Building materials segment is engaged in the manufacture of bricks, tiles and building products being principally facing bricks and clay paviors at Blockleys, which is based in Telford, Shropshire; Charnwood, which is based in Shepshed, Leicestershire; Freshfield Lane, which is based in Danehill, West Sussex, and Michelmersh, which is based in Romsey, Hampshire. The Company’s Landfill segment is engaged in landfill operations, through New Acres Limited, which is based in Telford, Shropshire. The Company’s brands include Blockleys, Charnwood, Freshfield Lane, Michelmersh and Hathern Terra Cotta. Its Blockleys brand manufactures a range of standard special shaped bricks.
Friday Jun 18, 2021
Friday Jun 18, 2021
NESF management present full year 2021 results for the period ended 31st March 2021, to analysts and investors.
Kevin Lyon, Chairman
00:16 – Introduction & Overview
Michael Bonte-Friedheim, Group CEO
02:08 – Key Highlights
Ross Grier, Managing Director
05:23 – Growth plans & Outlook
Michael Bonte-Friedheim, Group CEO
08:10 – Financial Highlights
Ross Grier, Managing Director
Michael Bonte-Friedheim, Group CEO
15:10 – Q&A
Michael Bonte-Friedheim
36:02 – 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.
Friday Jun 18, 2021
Friday Jun 18, 2021
Reg has been dabbling in crowdfunding opportunities, about 50% of which are EIS opportunities. Here, he outlines how a few glasses of wine got him interested(!) and his subsequent journey. Not without risk but worthy of understanding these private equity type opportunities which are now accessible to all investors. Generously, Reg shares his experience for us all to learn from.
*The day after recording this interview, Nutmeg announced on 17.6.21 they are to be purchased for £700m by JPMorgan Chase, a nice windfall for Reg and more than 2,000 investors who invested £250m through Crowdcube in 2019.
00:50 What is crowdfunding?
01:25 What drew crowdfunding to your attention and how did you get involved?
03.21 What’s the difference between this or Kickstarter or investing in VC Fund?
04:30 What is in it for the private investor?
06:57 What are the downsides?
09:12 What sort of return are you hoping to achieve?
10:35 Can you see what large holders are buying into opportunities?
13:07 What percentage of your portfolio would you put into these crowdfunded opportunities?
14:14 How do you view the risk?
15:26 How quickly do you expect to see a return on the investment?
18:14 Exiting
22:44 Access to management
24:04 How do you select investments?
29:30 How much investor information is there on crowdfunded opportunities?
32:16 How do you value the opportunities?
36:03 Market cycles
38:52 The pricing of the offer
40:18 Success rate
43:30 Market sectors
About Reg Hoare
Reg is a Managing Director of Engine MHP Communications, the leading Financial & Corporate PR firm where he specialises in advising mid-market companies, from FTSE 250 to AIM 100. He has over 35 years’ City experience including a decade in investment banking and securities. In his spare time, he is an active private investor, managing his own SIPP and other investments.
Reg can be followed on Twitter @reghoare
Thursday Jun 17, 2021
Thursday Jun 17, 2021
IG Design Group's CEO, Paul Fineman & CFO, Giles Willits present the FY21 results, which were robust despite Covid-19. Looking forward they have impressive targets to achieve $1.5bn revenue and to double adjusted EBITDA. Here, they outline their strategy for that growth.
Paul Fineman, CEO
00:17 - Introduction
00:23 - FY21 Highlights
02:53 - The business at a glance
Giles Willits, CFO
06:22 - Financial highlights
07:58 - Profit & Loss
11:12 - Cashflow
14:08 - Shareholder Commitments
Paul Fineman, CEO
14:58 - Strategy progress in 2021
20:23 - Growth plan
24:24 - Growth drivers, products
26:42 - Growth drivers, customers
28:40 - ESG
30:08 - Outlook & Summary
33:07 - Q&A
Paul Fineman, CEO
37:23 - Closing remarks
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.
Tuesday Jun 15, 2021
Tuesday Jun 15, 2021
SThree's CEO, Mark Dorman and CFO, Alex Smith give a bit of colour to their trading update 14.6.21. Q2 was ahead of expectations which drives H1 net fees up both year on year and versus 2019. Further, there is sustained improvement in new deal activity and contractor retention rates. STEM has a strong balance sheet and the resilient contract business model gives them confidence for the future.
Mark Dorman, CEO
00:17 - Introduction
Alex Smith, CFO
01:20 - H1 trading overview
02:44 - Regional performance
03:49 - Strong positioning
Mark Dorman, CEO
04:38 - H1 Summary
07:02 - Q&A
Mark Dorman, CEO
21:09: 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.
Tuesday Jun 15, 2021
Tuesday Jun 15, 2021
IG Design Group's CEO, Paul Fineman and CFO, Giles Willits run through the highlights of the FY21 results. A stronger than expected performance with a strong order book. There is a new Growth Plan which targets driving revenues beyond $1.5bn and doubling the Group's Adjusted EBITDA.
Paul Fineman, CEO & Giles Willits, CFO
00:29 - FY21 Summary
Paul Fineman, CEO
03:34 - Growth Plan
04:27 - Operational highlights
05:48 - CSS integration and US highlights
07:19 - International highlights
08:28 - 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 Jun 14, 2021
Monday Jun 14, 2021
Mind Gym's Founder and CEO Octavius Black and CFO, Richard Steele present full year 2021 results.
Octavius Black, Founder & CEO
00:18 Introduction & agenda
00:45 Mind Gym snapshot
01:44 FY21 trading highlights
03:49 Board changes
Richard Steele, CFO
05:00 FY21 Financial highlights
Octavius Black, Founder & CEO
09:06 Strategy update
11:15 The way the market works
20:02 Investment
25:09 Current trading and outlook
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.
Monday Jun 14, 2021
Monday Jun 14, 2021
Ted Baker’s CEO, Rachel Osborne and CFO, David Wolffe give an overview of the full year 2021.
Rachel Osborne, CEO
00:38 Highlights of 2021
David Wolffe, CFO
02:52 Financial highlights
04:47 Outlook
Rachel Osborne, CEO
06:13 Strategic progress and key initiatives for the year ahead
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, jewelry, 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.
Friday Jun 11, 2021
Friday Jun 11, 2021
This video can be seen at: https://www.piworld.co.uk/education-videos/piworld-talks-to-edmund-shing-about-ntroducing-your-kids-or-anyone-to-investing-part-3/
Here Edmund moves onto how to invest in stocks. This is the third interview in the series where Edmund imparts the investing lessons and motivation he’s given to his kids on how and why to invest. Invaluable advice for any investor, new or old! 50 minutes of investing gems to get a profitable return from stock selection. This should be listened to alongside Part 1 and Part 2.
00:56 When should an investor graduate from funds to individual stock picks?
02:18 Where do you find your stocks and how do you select them?
05:12 What growth should we be looking for?
07:08 What other metrics on the checklist?
09:38 How do you work out the valuation of a company?
13:42 Where do you get your ideas?
14:55 How long do you spend on your research?
20:22 How do you time when to buy into a position?
23:44 What technical indicators do you look at?
26:32 How do you manage risk?
28:22 How to handle a market crash?
31:29 What moves a share price?
33:30 Market makers and bulletin boards
34:44 Trading diary and record-keeping
38:15 Averaging down
39:10 Spreads, stop losses and market cap size
42:15 Size of positions
42:37 Catalysts for winners to perform
44:00 IPOs are they good opportunities?
44:37 Macro factors: Where we’re at in the economic cycle? What is your view on inflation?
Edmund on Twitter: @TheIdleInvestor
Edmund Shing has over 25 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris. Since 2015, he has held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London.
Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology. He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.
Thursday Jun 03, 2021
Thursday Jun 03, 2021
We catch up with the very engaging Paul Scott who gives us a whistle-stop tour through his portfolio, what he’s been buying, topping up, or selling; plus a brief catch-up on some of the holdings he’s mentioned historically. We start with the unexpected Revolution Bars placing and an interesting commentary on institutional appetite for this, and placings more broadly.
00:53 Paul’s background
01:15 Paul’s performance ytd
02:02 Paul’s view on the market and valuations
03:15 Revolution Bars placing (RBG)
06:29 Sentiment for placings
08:13 What Paul’s been buying, SCS (SCS)
08:45 Smiths News (SNWS)
09:50 Vertu Motors (VTU)
11:04 Somero Enterprises (SOM)
12:01 Joules (JOUL)
12:50 BooHoo (BOO) & ASOS (ASOS)
14:29 Sosandar (SOS)
16:50 Cambridge Cognition (COG)
18:10 Sanderson Design (SDG)
19:58 N Brown (BWNG)
21.34 What Paul’s been selling
24:40 Foxtons (FOXT)
25:40 Best of the Best (BOTB)
28:32 Gear4Music (G4M)
29:35 The outlook for the market
About Paul Scott
Paul has been a professional small caps investor for nearly 20 years. Previously he was CFO of a ladieswear retailer with 150 shops in the UK & Europe. He has written the well-known “Small Cap Value Report” on Stockopedia since 2013. Paul’s focus on balance sheet strength has proven particularly relevant now. He shares his successes and sometimes failings with his readers very openly.
Wednesday Jun 02, 2021
Wednesday Jun 02, 2021
Louis Hall, Co-Founder & CEO and Oliver Gilchrist, CFO present Cerillion interim results for the period ended 31st March 2021. Revenue is up 26% to £12.8m. Annualised recurring revenue is up 43% to £9m. Adj PTP is up 124% to £3.8m. EPS is up 105% to 11.5p. Back order book is up 74% to 42.1m. Net cash up 60% at 7.7m. H1 dividend is up 20% to 2.1p. Over the last three quarters CER have signed two of the largest contracts in the Company’s history. Not surprisingly management believes they are well-positioned to deliver their full year targets.
Louis Hall, CEO
00:17 – Introduction
02:40 – About Cerillion
09:19 – Products & delivery
10:30 – Customers
12:52 – Market drivers
15:28 – Markets & channels
17:20 – Competitive landscape
20:42 – H1 Highlights
21:58 – KPI’s
Oliver Gilchrist, CFO
23:00 – KPI’s continued
24:30 – Financial highlights
27:40 – Income statement
29:23 – Balance sheet
30:08 – Cash flow
Louis Hall, CEO
30:49 – Sales pipeline
33:43 – Summary & outlook
34:20 – Q&A
Cerillion plc is engaged in providing billing, charging and customer relationship management software solutions to the telecommunications market but also to the utilities and financial services sectors. The Company is a supplier and developer of telecommunication software solutions and equipment. It operates through four business segments, such as Services, Software, Software-as-a-Service and Third Party. The Services segment provides services to customers on new implementation projects and enhancements. The Software segment supports and provides maintenance for the software, as well as the licenses to use the software. The Software-as-a-Service segment offers monthly subscriptions for a managed service and products on a pay as you go service. The Third Party segment offers third-party services or licenses, and includes re-billable expenses and pass through of selling on hardware. It operates in Europe, the Middle East and Africa, the Americas and Asia-Pacific geographical markets.
Tuesday Jun 01, 2021
Tuesday Jun 01, 2021
Calnex Solutions CEO Tommy Cook and CFO Ashleigh Greenan present the company’s full year 2021 results to analysts on 25th May 2021.
Tommy Cook, CEO
00:17 – Introduction
00:36 – About Calnex
03:08 – Customer base
04:54 – Innovation
07:00 – Review of FY21
09:47 – Business expansion
12:25 – Product lines
Ashleigh Greenan, CFO
14:48 – Financial Highlights
15:08 – Financial KPI’s
17:04 – Customer metrics
19:04 – Income statement
23:32 – Cashflow
Tommy Cook, CEO
25:42 – Growth strategy
27:59 – Outlook
29:17 - Q&A
Calnex Solutions Ltd is a United Kingdom-based provider of test and measurement systems for the global telecom industry. The Company designs, produces and markets test instrumentation and solutions for network synchronization and network emulation, enabling its customers to validate the performance of the infrastructure associated with the telecom networks. The Company offers its network synchronization systems and solutions for mobile networks to work correctly and get synchronized with nearby mobile radio transmitters or base stations. Its network emulation products are designed to impair data traffic for the development of Ethernet Switches and Routers for deployment in large data Wide Area Networks, operated by both the traditional network operators and in data storage farms offering cloud computing services.
Friday May 28, 2021
Friday May 28, 2021
Ken Wotton, Managing Director, Public Equity at Gresham House, has an enviable track record as a fund manager. In this piworld interview, we learn more about how he achieves that, including the attraction of small and micro caps, how he selects companies in which to invest, the effect the pandemic had on his investing decisions, where he sees opportunities, and his views on the general market environment. This is rich fodder for all investors.
00:40 Ken’s background
02:47 Ken's funds at Gresham House
06:35 What performance Ken aspires to achieve across the funds
07:26 The attraction of the small and micro-cap sector
09:54 Market cap limits
12:13 Ken’s investing principles. How does he evaluate companies?
15:26 Valuing those companies and current valuations
20:43 Covid decisions: Loungers (LGRS), City Pub (CPC), Gym (GYM), Ten Entertainment (TEG), Everyman (EMAN)
27:28 Churn
29:08 What Ken's been selling and the opportunities
35:13 Ten Entertainment (TEG)
37:30 Inspired Energy (INSE) (Last two results presentations here)
40:18 Alpha FX (AFX) v Argentex (AGFX) (Last Argentex H1 results presentation here)
44:55 Inflation
46:51 Market volatility
Ken is Managing Director, Public Equity, and leads the investment team managing public equity investments. He is lead manager for Strategic Equity Capital plc, LF Gresham House UK Micro Cap Fund, LF Gresham House UK Multi Cap Income Fund, and manages AIM listed portfolios on behalf of the Baronsmead VCTs. Ken graduated from Brasenose College, Oxford, before qualifying as a Chartered Accountant with KPMG. He was an equity research analyst with Commerzbank and then Evolution Securities prior to spending the past 12 years as a Fund Manager at Livingbridge and now Gresham House specialising in smaller companies.
Thursday May 27, 2021
Thursday May 27, 2021
A short presentation by the management team summarising results, what's been achieved in the period and their objectives going forward.
Paul Abberley, CEO
00:24 – Overview
Ben Money-Coutts, CFO
01:35 – Financial Overview
Paul Abberley, CEO
05:43 – Business Transformation
Ian Sackfield, MD of IMS
06:54 – Investment Management Services
Andrew Meigh, MD of Financial Planning
08:32 – Financial Planning
John Porteous, MD of Central Financial Services
10:05 – Central Financial Services
Paul Abberley, CEO
12:43 – Outlook & Current Trading
Charles Stanley Group PLC is an investment company. The Company provides investment management services, financial planning and pension administration. The Company's segments are Investment Management Services, Asset Management, Financial Planning, Charles Stanley Direct and Support functions. The Investment Management Services division provides personal investment services to individuals, companies, trusts and charities and includes platform dealing, custody and self-invested personal pension (SIPP) and individual savings account (ISA) administration services. The Asset Management division provides specialist asset management services, through its range of pooled funds, active and passive model portfolios, inheritance tax
Friday May 21, 2021
Friday May 21, 2021
This is the third virtual StockSlam hosted by Damian Cannon. A very popular investor event where ten private investors ‘slam’ their best stock idea in just three minutes to a sophisticated investor audience, followed by questions which keep the slammers on their toes. Bite-sized nuggets to inspire your further research. Fast, factual and fun.
00:18 Introduction by Damian Cannon
03:00 Softcat (SCT) by Damian Cannon
09:44 Paypoint (PAY) by Jamie Streeter
16:40 CVS Group (CVSG) by D’Arcy Andrews
23:45 Ergomed (ERGO) by Lilian Nandi
31:33 Innovaderma (IDP) by Francis Evans
38:45 Just (JUST) by Dee O’Hare
45:36 Tremor International (TRMR) by Ed Croft
53:13 Orchard Funding (ORCH) by William Woodard
01:00:03 Celtic (CCP) by David O’Hara 01:07:31
Surgutneft Gas (SGGD) by Rob Mahan
The next StockSlam is Wednesday 25th June at 6pm, we hope you can join us then, registration will be available on our events page next week.
Wednesday May 19, 2021
Wednesday May 19, 2021
Here, David Ridley, MD gives us an overview of The Artisanal Spirits Company, which is to IPO. The Artisanal Spirits Company is the owner of The Scotch Malt Whisky Society (SMWS), the leading curator and provider of premium single cask Scotch malt whisky and other spirits, mainly selling online. The capital raised will be used to finance the growth of the business over the next 2-3 years, including investment in stock, supply chain efficiency; membership promotion and recruitment; selective investment in existing and new venues, and investment in brand and digital development.
To apply for share visit primarybid.com
00:21 – Introduction
00:39 – Who we are
01:59 – The business model
03:27 – The history
04:30 – Performance
05:55 – The market
07:30 – The growth strategy
08:38 – The investment case
The Artisanal Spirits Company plc is the owner of The Scotch Malt Whisky Society (SMWS), the leading curator and provider of premium single cask Scotch malt whisky and other spirits for sale primarily online to a discerning and passionate global membership.
SMWS was founded in Edinburgh in 1983 by Philip "Pip" Hills as a way for its members to discover and celebrate single malt whisky straight from the cask. The single cask, single malt Scotch whiskies sold by SMWS fall exclusively within premium and above price bands, and are available exclusively to members of SMWS, with each release being limited in supply to the volume extracted from the source cask.
In 2015, The Artisanal Spirits Company acquired SMWS from Glenmorangie (part of the LVMH group). Today, SMWS has a presence in over 30 international markets, including the US and China, and celebrates 28,000 members globally.
Wednesday May 19, 2021
Wednesday May 19, 2021
Trond Willikson, CEO and Septima Maguire, CFO present the H1 results, the strategy and the outlook.
Trond Willikson, CEO
00:18 Introduction
00:59 H1 2021 Highlights
Septima Maguire, CFO
08:17 Financial highlights
Trond Willikson, CEO
14:40 FY21 Outlook
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.
Friday May 14, 2021
Friday May 14, 2021
A results season overview by David Thornton, Editor of Growth Company Investor and ex Fund Manager. David has interviewed 129 companies so far in 2021. He is bullish about how companies are performing expecting many to upgrade as the year goes on. For investors, he suggests a value and recovery theme rather than growth stocks. He shares his insight on six companies that have stood out for him, interestingly four have been interviewed or presented on piworld, which we link to below.
00:43 What’s been the general theme of company results?
04:37 MISSION (TMG)
08:17 Tracsis (TRCS)
11:54 Quixant (QXT)
17:03 Belvoir (BLV)
21:08 The Property Franchise Group (TPFG)
21:59 Medica (MGP)
27:20 Somero (SOM)
Links to results from companies featured by both piworld and mentioned by David:
MISSION (TMG) Full Year 2020 results overview
https://youtu.be/Zmpxr1RPi0U
Tracsis (TRCS) 2021
Interim results presentation: https://youtu.be/3nVTcPU36ZQ
Interim results overview: https://youtu.be/aEQ_PTO1758
Quixant (QXT) Full year 2020 results overview
https://youtu.be/Xc9_YYaoyiQ
The Property Franchise Group (TPFG)
Full year 2020 results presentation: https://youtu.be/WNorQSjObI8
Full year 2020 results overview: https://youtu.be/tZrV3xeyivE
Somero (SOM) Full year 2020 results presentation
https://youtu.be/STMuRAadx08
About David Thornton: Following an extensive career in the City David is Editor & Owner of Growth Company Investor (GCI), an excellent publication about Small Cap Shares. David, graduated 1982 and went into the City as a trainee UK equity investment analyst with an insurance company. 1985 started managing money at Br Gas pension fund. 1987-04 fund manager at Henderson. Spent 4 years doing US equities before returning to UK desk. 2006-12 launched and ran an East European fund at a hedge fund boutique (Russia, Turkey, Poland, Hungary, Greece etc). Doing these markets turned out to be good training for looking at the nether reaches of AIM which was his next job! 2013 onwards – financial journalism focused on UK small caps. Initially Redhot Penny Shares newsletter (part of MoneyWeek) and since 2015 Growth Company Investor (GCI). In September 2020 David acquired GCI from the original owners, Bonhill plc.
www.growthcompany.co.uk
Twitter: @growthcompany
Thursday May 13, 2021
Thursday May 13, 2021
Daemmon Reeve, CEO and Richard Hope, CFO outline H1 results where they have seen revenue up 13.5%, with gross profit margin up 880bps; very strong growth has been enjoyed from the ‘healthier living’ categories. Good trading momentum continues with encouraging order book levels and further growth opportunities. Profit before tax and exceptionals for the current year is expected to be at least £20m, exceeding the current consensus of £18m.
Daemmon Reeve, CEO
00:16 – Introduction
01:26 – Growth Drivers
06:21 – ESG
Richard Hope, CFO
08:00 – Financial Highlights
Daemmon Reeve, CEO
14:38 – Case Study: Hard Seltzers
19:26 – Market Trends
21:48 – Partnership Model
23:10 – UK Site Relocation
26:24 – Current Trading & Outlook
Daemmon Reeve, CEO
Richard Hope, CFO
27:58 – Q&A
Daemmon Reeve, CEO
56:01 – 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.
Tuesday May 11, 2021
Tuesday May 11, 2021
Mark Briffa, CFO outlines AIR's FY21 results giving more colour across the different divisions, and updates on how the new financial year has started.
00:35 Overview of 2021
02:16 Current trading
04:06 The USA region
05:58 The 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).
Friday May 07, 2021
Friday May 07, 2021
We join Edmund Shing again to introduce us to funds, how we should construct a portfolio with funds, and what we should look for. A great introduction to the basics for any newbie investor.
1:02 What are your thoughts on using funds to invest?
04:20 When would you use a managed fund/unit trust?
05:25 How do you diversify your risk across asset classes?
07:07 How do I select funds?
10:56 How do you select an ETF?
13:17 Are there any ETF brand names that we should be more inclined to invest in?
14:53 How do I select an Investment Trust?
17:57 How many funds do you suggest someone starts off with?
20:18 Engaging your children in funds?
Edmund Shing: Introducing your kids to investing - Part 1 can be seen here.
Edmund on Twitter: @TheIdleInvestor
Edmund Shing has over 25 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris. Since 2015, he has held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London.
Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology. He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.