PIWORLD audio investor podcasts

LPeC (Listed Private Capital) Part 2 featuring BMO Global AM, CVC Credit Ptns & Oakley Capital

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

SThree (STEM) half-year 2021 overview

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.

PIWORLD interview: John Rosier's portfolio update July 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/

WH Ireland (WHI) full-year 2021 results overview

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.

LPeC (Listed Private Capital) Part 1: featuring NB Private Equity Partners, CapMan, Gimv NV

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

A PIWORLD interview: Richard Leonard - What he’s been buying July 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.

The Panoply (TPX) full-year 2021 results presentation

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.

Headlam Group (HEAD) Capital Markets Day July 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.

The Panoply (TPX) full-year results overview

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.

PIWORLD interview: Stuart Widdowson - Investing with a private equity lens

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/

Appreciate Group (APP) full-year 2021 presentation

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.

The Stockopedia/PIWORLD Virtual StockSlam June 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.

Diaceutics (AIM: DXRX), 2021 Capital Markets Day

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.

Michelmersh Brick Holdings (MBH) investor presentation June 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.

NextEnergy Solar Fund (NESF) full year 2021 results presentation

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.

PIWORLD interview: Reg Hoare - Diversifying your portfolio with crowdfunding platforms

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

IG Design Group (IGR) full-year 2021 results presentation

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.

SThree (STEM) Half year 2021 Trading Update to analysts

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.

IG Design Group (IGR) FY21 overview

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.

Mind Gym (MIND) FY21 results presentation

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.

Ted Baker (TED) Full Year 2021 results overview

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.

PIWORLD talks to Edmund Shing about introducing your kids (or anyone!) to investing - Part 3

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.

piworld interview: Paul Scott June 2021 update

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.

Link to Stockopedia  

Cerillion (CER) Interim results presentation May 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.

Calnex Solutions (CLX) FY21 results presentation to analysts

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.

piworld interview: Ken Wotton's Investing Principles

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.

www.greshamhouse.com/individual/  

Charles Stanley full year results overview, May 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

Stockopedia/piworld Virtual StockSlam May 2021 hosted by Damian Cannon

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.  

The Artisanal Spirits Company IPO

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.

Benchmark Holdings (BMK) interim results presentation to analysts.

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.

A piworld interview with David Thornton: Results Season Update

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

Treatt (TET) 2021 interim results presentation to analysts

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.

Air Partner (AIR) Full Year 2021 overview

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).

Edmund Shing: Introducing your kids (or anyone!) to investing: Part 2 Funds

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.

The Property Franchise Group (TPFG) Full Year results 2020

Gareth Samples, CEO and David Raggett, CFO present FY20 results, and give an overview of the Hunters Property acquisition and the strategic partnership with LSL.

00:16 – Opening

Gareth Samples, CEO
00:17 – Introduction
00:46 – About The Property Franchise Group
01:52 – Summary of 2020

David Raggett, CFO
06:25 – Financial results

Gareth Samples, CEO
17:20 – EweMove’s highlights
21:05 – LSL partnership
23:55 – Covid-19 update

Gareth Samples, CEO
David Raggett, CFO
26:12 – Acquisition of Hunters

Gareth Samples, CEO
36:14 – What does TPFG look like?
40:09 – Q1 21 Trading update
46:27 – Growth initiatives
50:49 – The management team
54:05 – The market
55:34 – Outlook

Gareth Samples, CEO
David Raggett, CFO
56:12 – Q&A

Gareth Samples, CEO
1:08:50 – 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.

1Spatial (SPA) Full Year 2021 Results Presentation

This video can be seen at: https://www.piworld.co.uk/2021/05/04/1spatial-spa-full-year-2021-results-presentation/

 

Claire Milverton, CEO & Andrew Fabian, CFO present FY21 results followed by Q&A. FY21 results were in line expectations with a positive outlook. Annual recuring revenue (ARR) +10%. Gross margin 53% (20: 52%). Free cash flow £0.9m. Impressive US growth of 29%, albeit from a small base but there is huge scope and it's helpful having referral clients to sell into new states. FY22 trading in line with expectations.

Claire Milverton, CEO
00:17 – Introduction
00:54 – Agenda
01:36 – About 1Spatial
08:42 – Overview of 2021

Andrew Fabian, CFO
11:35 – Financial results

Claire Milverton, CEO
19:18 – Strategic review
25:26 – ESG
27:11 – FY22 key priorities
28:20 – Outlook

Andrew Fabian, CFO
Claire Milverton, CEO
29:16 – Q&A

Claire Milverton, CEO
36:08 – Closing remarks

 

1Spatial plc is a global leader in providing Location Master Data Management (LMDM) software and solutions, primarily to the Government, Utilities and Transport sectors. Our global clients include national mapping and land management agencies, utility companies, transportation organisations, government and defence departments.

Today - as location data from smartphones, the Internet of Things and great lakes of commercial Big Data increasingly drive commercial decision-making - our technology drives efficiency and provides organisations with confidence in the data they use.

We unlock the value of location data by bringing together our people, innovative solutions, industry knowledge and our extensive customer base.  We are striving to make the world more sustainable, safer and smarter for the future. We believe the answers to achieving these goals are held in data. Our 1Spatial Location Master Data Management (LMDM) platform incorporating our 1Integrate rules engine delivers powerful data solutions and focused business applications on-premise, on-mobile and in the cloud. This ensures data is current, complete, and consistent through the use of automated processes and always based on the highest quality information available.

1Spatial plc is AIM-listed, headquartered in Cambridge, UK, with operations in the UK, Ireland, USA, France, Belgium, Tunisia and Australia.

For more information visit  www.1spatial.com

FireAngel (FA.) FY20 results & placing overview

This video can be seen at: https://www.piworld.co.uk/2021/04/30/fireangel-fa-fy20-results-placing-overview/

 

John Conoley, Executive Chairman gives an overview of FireAngel FY20 results, how the business is evolving, and detail on the placing and open offer and what the will be used for.

00:00 – Opening animation
00:20 – Introduction
00:37 – FireAngel overview & markets
03:07 – Challenges faced by social landlords
05:00 – Sector examples
06:29 – FY20 results overview
10:35 – Placing
13:22 – Q1 performance
14:58 – 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.

piworld: Andy Brough's 3 minute StockSlam & other gems

This video can be seen at: https://www.piworld.co.uk/2021/04/30/piworld-andy-broughs-3-minute-stockslam-other-gems/

 

Andy commented on Twitter on the Stockopedia/piworld StockSlam from April; we catch up with Andy to hear what caught his eye, how he perceives the retail investor, how to ‘Slam a stock’ and reflections from his career as a Fund Manager. A stream of investing gems to entertain and inform.

00:30 Stockopedia/piworld StockSlam & the PI community; mentions of John Menzies (MNZS), Tandem (TND) & Micro Focus (MCRO) & DX Group (DX.)
03:09 Liquidity and size of position in the fund with reference to Xaar (XAR)
04:17 What can the retail investor learn from the Fund Manager?
07:11 If you have 3 minutes to pitch a stock, what do you need to cover?
09:07 Selling: How do you know those stocks that keep growing and those that don’t.
11:13 Dart Group (JET2)
11:44 What did you learn from selling too early? ITM Power (ITM), AFC Energy (AFC)
14:03 3 minute StockSlam: Studio Retail Group (STU)
18:56 How important is the retail investor to listed companies?
20:09 Andy’s children and investing
24:24 What advice would you give to your younger self?
28:32 Should companies be communicating with retail investors?
29:22 Do you favour meeting management?
31:55 Ted Baker (TED)
32:55 Placings: will they continue?
34:26 What do you think of markets at the moment?
36:28 How do you feel about inflation?

If you want to join us for the next StockSlam on Wednesday 19th May 6pm, register here. 

At several points, Andy refers to a piworld interview with Rosemary Banyard, Fund manager at VT Downing Unique Opportunities Fund, watch here. 

About Andy Brough:

• Head of the UK & European Small and Mid Cap team
• Manager of the Schroder Mid 250 Fund and the Schroder UK Smaller Companies Fund
• Co-Manager of the Schroder UK Mid Cap Fund plc and Co-manager of the Schroder Institutional UK Smaller Companies Fund
• Co-manager of Schroder ISF European Smaller Companies
• Investment career commenced on joining Schroders in 1987
• Chartered Accountant
• BSc in Economics, Manchester University        

 

The Property Franchise Group (TPFG) Full Year 2020 results overview

This video can be seen at: https://www.piworld.co.uk/2021/04/27/the-property-franchise-group-tpfg-full-year-2020-results-overview/

Gareth Samples, CEO talks through The Property Franchise Group full-year 2020 results, he gives an update on the Hunters acquisition, and he talks more about the strategic partnership announced with LSL today.

00:33 Summary of the period
01:50 Financial highlights
02:39 Growth strategy
04:47 Hunters
06:00 Q1 FY21 Trading Update
07:07 LSL strategic partnership
08:10 Outlook

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.

Mercia Asset Management (MERC) Virtual Shareholder Event April 2021

This video can be seen at: https://www.piworld.co.uk/2021/04/23/mercia-asset-management-merc-virtual-shareholder-event-april-2021/

 

This showcases Mercia’s team, portfolio companies and an overview of the Group’s recent performance. Led by Mercia’s CEO Dr Mark Payton, this provides insight on the progress that Mercia is making on its three-year strategy. Mark was joined by Martin Glanfield, CFO, Julian Viggars, CIO and Jill Williams, Investment Director. The event includes short presentations from the CEOs of several Mercia investee companies within both its direct investment portfolio and third-party manage funds’ portfolios. At the end there is a short Q&A.

00:16 – Introduction

Dr Mark Payton, CEO
00:29 – CEO Update

Martin Glanfield, CFO
10:47 – Financial highlights

Julian Viggars, CIO
14:04 – Portfolio review
17:58 – James Quinn, CEO, Faradion & Dave Carruthers, Co-Founder & CEO, Voxpopme Interview

Jill Williams, Investment Director
31:07 – ESG

Emilie Vanpoperinghe, Co-Founder & CEO, Oddbox
35:58 – Overview of Oddbox

Sarah Ellerby, CEO, Nova Pangaea Technologies
39:38 – Overview of Nova Pangaea

Dr Mark Payton, CEO, Martin Glanfield, CFO, Julian Viggars, CIO & Jill Williams, Investment Director
Q&A – 42:38

Dr Mark Payton, CEO
1:00:24 – Closing Remarks

Mercia Asset Management PLC, formerly Mercia Technologies PLC, is a specialist asset manager focused on small and medium enterprises (SMEs) in the United Kingdom’s regions. The Company provides venture, private equity and debt for the enterprises. The Company invests in various sectors including in digital and entertainment; electronics, materials, manufacturing/engineering; software and the Internet sectors. The Company’s funds include North East Venture Fund, MEIF- Mercia Proof-of-Concept, NPIF- Mercia Equity Finance, Mercia EIS Funds, EV Growth II, EV SME Loan, Mercia fund 1 and Finance Yorkshire Seedcorn Fund. The Company’s portfolio consists of over 400 companies.

piworld talks to Edmund Shing about Introducing your kids to investing - Part 1

This video can be seen at: 

 

The first in a series of introducing your kids to investing. Here, Edmund Shing outlines why we should all be interested in investing summarised by The Rule of 72, the number of years required to double your money at a given interest rate. Powerful! Edmund shares his experience of engaging his children in investing and covers some considerations valuable to introduce anyone to investing. Later episodes will cover further steps of the investing journey.

01:01 How many children do you have? And, are interested in investing?
03:00 How did you get them interested? And, how old were they when you started their accounts?
11:48 Why should children or people generally take an interest in investing?
14:45 What attributes does a child or a person need to be able to successfully invest?
16:20 How much money does an individual need to start investing?
17:07 What sort of returns and goals should an early stage investor look to achieve from their investments?
19:06 How do you deal with risk?
22:05 Where should people start?

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.

He is married with four children.

Inspired Energy (INSE) full year 2020 results presentation

This video can be seen at: https://www.piworld.co.uk/2021/04/22/inspired-energy-inse-full-year-2020-results-presentation/

Mark Dickinson, CEO & Paul Connor, CFO present Inspired Energy FY20 results for the period ending 31 December 2020, and further, outline the rational for the rename to Inspired PLC, to better reflect the Group as a technology enabled service provider for energy procurement, utility cost optimisation and sustainability enhancement in the UK and Ireland.

Mark Dickinson, CEO
00:18 – Introduction
00:44 – Operational highlights
02:39 – ESG

Paul Connor, CFO
06:15 – Financial Performance

Mark Dickinson, CEO
10:16 – Strategy

Mark Dickinson, CEO, Paul Connor, CFO
16:30 – Acquisitions

Mark Dickinson, CEO
19:26 – Outlook

Inspired Energy PLC is a United Kingdom-based provider of assurance and optimization services. The Company offers consultancy services for energy procurement, utility cost optimization and legislative compliance in the United Kingdom (UK) and Ireland. It offers its services to corporate energy consumers. It operates through its Corporate Division, which includes four divisions: Energy intensive, Estate intensive, Public sector and Mid-market. Its services in Energy intensive division is focused on optimizing the timing of the buying decisions, securing tax breaks and incentives available to the client and monetizing any flexibility in the portfolio through demand side response. Its services in Estate intensive division are focused on managing the movements in the property estate, accounting for the energy across a portfolio, providing repeatable energy saving projects across different properties.

Tracsis (TRCS) 2021 interim results presentation

This video can be seen at: https://www.piworld.co.uk/2021/04/21/tracsis-trcs-2021-interim-results-presentation/

 

Chris Barnes, CEO and newly appointed Andy Kelly, CFO present Tracsis' interim results for the six months ended 31 January 2021. Revenue growth in the Rail Technology & Services Division was offset by lower sales in Events and Traffic Data businesses due to CV19. They have a strong cash balance of £20.8m. There are two large multi-year rail opportunities in the final stages of being awarded. Post period end saw the win of a hardware and software contract with a major transit agency in North America. They are starting to see an increase in new business enquiries across the businesses that were hardest hit by Covid.

Chris Barnes, CEO
00:16 – Introduction
02:13 – Overview
07:36 – Current Situation & Outlook

Andy Kelly, CFO
13:03 – Financial Highlights

Chris Barnes, CEO
17:13 – Growth Opportunities

Andy Kelly, CFO
28:27 – Looking Forward
32:01 – Outlook

Andy Kelly, CFO & Chris Barnes, CEO
32:54 – Q&A

Chris Barnes, CEO
39:08 – 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.

A piworld interview - Rosemary Banyard: Launching a fund during COVID19

This video can be seen at: https://www.piworld.co.uk/2021/04/16/a-piworld-interview-rosemary-banyard-launching-a-fund-during-covid19/

Rosemary launched the VT Downing Unique Opportunities Fund on 23rd March 2020, just days from the nadir of the market crash. Here, she discusses launching a fund when there is 'blood on the streets'. She outlines some of her investing criteria including intrinsic valuation and Return on Equity, with a disregard to PEs. Where she finds ideas. Then, she goes on to discuss a few of the holdings. A very informative interview.

00:40 Rosemary’s background
02:36 What inspired the Downing VT Downing Unique Opportunities Fund?
04:47 How’s it performed in its first year?
05:53 How did it feel to launch a fund in the nadir of the market crash?
08:45 Retrospectively what would you have done differently? Have you sold anything?
12:00 Investment criteria. Intrinsic value, versus other metrics and qualitative factors.
18:50 Valuations and PE
22:23 Why would you sell?
25:23 What is the ideal number of holdings and percentage weighting?
29:10 Of your holdings do you think is the most undervalued: Elementis #ELM
32:40 Which of your holdings is the most risky? James Fisher #FSJ
35:10 Which of your holdings is a buy and forget? Impax Asset Management #IPX
36:17 Where do you get your ideas from?
39:57 Does liquidity limit positions you can get into?
42:40 Outlook for the market

Rosemary Banyard began her career with James Capel & Co where she was a senior investment analyst for 12 years before becoming a fund manager at AIB Govett. She rose to prominence and developed a reputation as one of the leading female fund managers in the UK after she joined Schroders in 1997. For almost 20 years she was known for running the acclaimed Schroder UK Smaller Companies Fund with Andy Brough, and was for many years lead manager of the award-winning Schroder Mid Cap Fund PLC as well as heading up several other segregated UK equity mandates, managing total assets of c £1 billion.

In 2016 she joined Sanford DeLand to launch and manage the Free Spirit Fund. The Schroder UK Mid Cap trust returned 17% pa while she was manger and in her two and a half years managing money at Sanford DeLand the Free Spirit Fund returned 31% placing it in the top decile of the IA UK All Companies sector. She joined Downing in March 2020 to launch the VT Downing Unique Opportunities Fund.      

Quixant (QXT) Full Year 2020 results overview

This video can be seen at: https://www.piworld.co.uk/2021/04/14/quixant-qxt-full-year-2020-results-overview/

Jon Jayle, CEO & Andrew Jarvis, Interim CFO give an overview of Quixant’s Full Year 2020 results. On the gaming side, Q1 was strong but Q2 was marked by casino closures, this was followed by a very rapid  recovery in H2. Densitron traded resiliently with double digit growth in broadcast and medical. Looking forward, the Q1 group order intake has been strong with 106% order coverage of the Group budget for H1 2021.

Jon Jayle, CEO
00:36 FY20 overview

Andrew Jarvis, Interim CFO
02:00 FY20 financial summary

Jon Jayle, CEO
03:47 The gaming market & how Quixant’s positioned
05:15 Densitron’s markets and how it’s positioned
05:46 Outllook

Quixant Plc is a United Kingdom-based company engaged in development and supply of computer systems. The Company's range of gaming platforms includes personal computer (PC) compatible systems designed and catered to the gaming industry. The hardware integrates the features to drive pay to play machines in various gaming jurisdictions. Its software support Windows and Linux, including device drivers, gaming protocols, example code and even SAS support. The Quixant gaming platform range represents all-in-one logic box solutions for pay to play gaming machines. The Company's products include QMax-1: the ultimate 4K gaming platform; QX-50: high performance 4K ultra HD gaming platform; QX-40: high performance multi-screen gaming platform; QXi-4000: high performance four-screen gaming platform; QXi-307: compact high performance gaming platform; QXi-106 : COMMA 6a gaming platform; Ultra High Definition Monitors; Curved Screen Monitors, and Button Deck/Cut Glass Monitor.

The Mission Group (TMG) Full Year 2020 results overview

This video can be seen at: https://www.piworld.co.uk/2021/04/14/the-mission-group-tmg-full-year-2020-results-overview/

James Clifton, CEO gives an overview of TMG’s full-year 2020 results for the period ended 31.12.20. Trading recovered in H2, reversing the H1 Covid-19 hit to deliver a headline PBT ahead of market expectations. Q1 2021 is in line with expectations with a growing pipeline of new business opportunities.

James Clifton, CEO
00:20 – Overview
02:47 – Business highlights
05:50 – Group structure & performance
09:36 – MISSION Advantage
11:48 – ESG Manifesto
13:04 – Outlook

The Mission Group Plc, formerly The Mission Marketing Group Plc, is a United Kingdom-based marketing communications and advertising company. The Company's portfolio comprises integrated, multi-discipline, multi-sector agencies, specialists in specific marketing/communications activities and specialists in particular market sectors. The Company's segments include Branding, Advertising and Digital; Media; Events and Learning, and Public Relations. The mission includes a network of entrepreneurial marketing communications agencies in the United Kingdom, Europe, Asia and the United States. Its subsidiaries include April Six Ltd, which is engaged in marketing communications and specializes in the technology sector; Big Dog Agency Ltd, which is engaged in Marketing communications, Speed Communications Agency Ltd, which is engaged in public relations, and Bray Leino Ltd, which is engaged in advertising, media buying, digital marketing, events and training, among others.

Sumo Group (SUMO) Full Year 2020 results presentation

This video can be seen at: https://www.piworld.co.uk/2021/04/13/sumo-group-sumo-full-year-2020-results-presentation/

 

Carl Cavers, CEO & David Wilton, CFO outline Sumo Group's FY20 results, which were ahead of expectations. The headcount as at December 2020 was 1,043, up from 277 at December 2019! The acquisitions in the period include Lab42, Pipeworks; and PixelAnt post period end. Overall there's a very strong market backdrop, and a very positive outlook for FY21. SUMO are now working on more than 40 projects with 28 different clients, up from 21 projects with 12 different clients at April 2020.

 

Sumo Group plc is a United Kingdom-based company that provides development services to the video games and entertainment industries. The Company's operating businesses include Sumo Digital Ltd. (Sumo Digital) and Atomhawk Design Ltd (Atomhawk). Sumo Digital is a developer of AAA-rated video games, providing both turnkey and co-development solutions to blue-chip client base. Atomhawk is a visual design company that provides services to the games, film and visual effects industries. Together, the Company delivers visual and development solutions, which include initial concepts and pre-production, production and development, and post-release support. The Company through its Lab42 Limited (Lab42), which is a cross-platform work for hire studio, provides co-development and full game development services.  

RA International (RAI) FY20 results presentation given 30th March 2021

This video can be seen at: https://www.piworld.co.uk/2021/04/12/ra-international-rai-fy20-results-presentation-given-30th-march-2021/

 

RA International #RAI FY20 presentation given by Soraya Narfeldt, CEO, Lars Narfeldt, COO and Andrew Bolter, CFO. Growth in IFM & Supply Chain Services revenue was offset by deferral of construction revenue to next period. They now have a record order book approaching $200m. They are winning larger contracts with higher margin IFM work, and have increase in dividend. Obviously, their hearts and attention is with those affected by the events in Mozambique.

Soraya Narfeldt, CEO
00:16 – Introduction
00:59 – Overview

Lars Narfeldt, COO
02:04 – Mozambique Update

Andrew Bolter, CFO
03:09 – Financial highlights

Soraya Narfeldt, CEO
06:56 – Contract book
08:13 – Strategic Overview

Lars Narfeldt, COO
12:32 – ESG

Andrew Bolter, CFO
14:44 – Business transformation
16:57 – Outlook

Soraya Narfeldt, CEO
18:27 – Summary

Andrew Bolter, CFO, Lars Narfeldt, COO, Soraya Narfeldt, CEO
19:38 – Q&A

Soraya Narfeldt, CEO
35:00 – 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 foe 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.  

Stockopedia/piworld Virtual StockSlam April 2021 hosted by Damian Cannon

This video can be seen at: https://www.piworld.co.uk/2021/04/09/stockopedia-piworld-virtual-stockslam-april-2021-hosted-by-damian-cannon/

The second virtual StockSlam hosted by Damian Cannon. Over 1,600 investors joined the event live to hear ten investors present their best stock idea in just three minutes. Bite-sized nuggets to inspire further research. Fast, factual and fun.

00:18 Introduction by Damian Cannon
02:45 Micro Focus International (MCRO) - Damian Cannon
09:53 Tharisa (THS) - Keelan Cooper
17:10 John Menzies (MNZS) - Richard Crow aka Cockney Rebel
24:58 finnCap (FCAP) - Mark Simpson
32:08 Ashtead (AHT) - Lilian Nandi
39:14 Tekcapital (TEK) - Alex Schlich
45:30 Circassia (CIR) - David Thornton
52:00 Jubilee Metals (JLP) - Edmund Shing
59:26 Beximco Pharmaceuticals (BXP) - James Nelson
1:05:33 Tandem Group (TND) - Jack Brumby

The next StockSlam is Wednesday 19th May, 6pm. Details to register will be found in due course on our events page.

If you would like to 'Slam a Stock' contact us here.  

Tracsis (TRCS) interim results overview

This video can be seen at: https://www.piworld.co.uk/2021/04/08/tracsis-trcs-interim-results-overview/

Tracsis's Chris Barnes, CEO and Andrew Kelly, CFO give an overview of interim results for the period ended 31st January 2021 and the strategy going forwards.

Chris Barnes, CEO
00:31 – Overview

Andrew Kelly, CFO
01:47 – Financial highlights

Chris Barnes, CEO
03:39 – Market position

Andrew Kelly, CFO
06:43 – Trading update

Chris Barnes, CEO
09:19 – Growth Strategy
11:57 – 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.