PIWORLD audio investor podcasts

FireAngel (FA.) interim results overview September 2021

FA. Executive Chairman, John Conoley gives an introduction to the company and an overview of the results for the six months ending 30th June 2021.

John Conoley, Executive Chairman
00:34 – An introduction to FireAngel
04:04 – H1 21 overview
05:21 – Financial highlights
08:13 – How Have you started to deploy the net proceeds from the £9m fundraised in April?
13:55 – Strategic priorities
15:51 – Summary & outlook

Fireangel Safety Technology Group plc, formerly Sprue Aegis plc, is engaged in the business of design, sale and marketing of smoke and carbon monoxide (CO) detectors and accessories. The Company also operates its own CO sensor manufacturing facility in Canada. The Company is also a provider of home safety products. The Company's principal products include smoke alarms and CO alarms and accessories. Sprue manufactures CO sensors for use in all its CO alarms. Sprue serves in the United Kingdom retail and the United Kingdom's fire and rescue services. The Company offers a range of brands, including FireAngel, AngelEye, Pace Sensors, First Alert, SONA, BRK and Dicon brands. The Company's subsidiaries include Sprue Safety Products Limited, which is engaged in distribution of smoke and CO alarms, and Pace Sensors Limited, which is a manufacturer of CO sensors.

PIWORLD Interview with Christopher Mills: Spotting value & doing something about it

Christopher Mills, CEO, Harwood Capital Management, is fundamentally a value investor with a strategy to extract that value so avoiding value traps. Often, an activist investor who will place management or himself on the board to ensure alignment with shareholders, as is seen in his success with EKF, MJ Gleeson, and Augean, which he discusses. As an early entrant to Life Sciences, he tells us what he likes about the sector, including a deep dive into Circassia, and an update on Sourebio following the lifting of CV19 testing for certain travel. He covers some of his investments that he's excited about, with each, we can hear his strategic thinking, for example with AssetCo where Martin Gilbert, ex Aberdeen Asset Management has joined as Chairman, who is starting to build another leading asset management company; likewise those building blocks with Frenkel Topping and Polar Capital. A very engaging interview that gives us a sense of Christopher, his razor sharp mind, and why he's such a successful investor.

00:49 Christopher’s career and Harwood Capital
03:33 What are you looking for in the companies in which you invest?
05:30 What about life sciences do you like?
08:03 Circassia (CIR)
12:45 Sourcebio International (SBI)
16:58 Clinigen (CLIN)
18:14 Polar Capital (POLR)
20:07 AssetCo (ASTO)
21:34 Frenkel Topping (FEN)
29:15 Successes: how do you find the right strategy & management? MJ Gleeson (29:40), EKF (30:24) & Augean (33:48)
35:50 When it goes wrong
39:03 Why is the discount to NAV so wide for the North Atlantic Smaller Companies IT (NASCIT)?
44:10 Remaining ambitions

Harwood Capital Management: https://www.harwoodcapital.co.uk/

About Christopher Mills
Chief Executive Officer and principal shareholder of Harwood Capital Management since 2011. He founded JO Hambro Capital Management with Jamie Hambro in 1993 acting as Chief Investment Officer and Harwood Wealth with Alan Durant in 2013 until their respective sales in 2011 and 2020. He is CEO of North Atlantic Smaller Companies Investment Trust (“NASCIT”) which he has managed since 1982 and Executive Director of Oryx International Growth Fund which he has managed since 1995. NASCIT has delivered a total NAV per share of nearly 200x under Mr Mills’ management and is the winner of numerous Micropal Sunday Telegraph and S&P investment trust awards. He has sat on the Board of over 100 companies during his career including most recently Augean, MJ Gleeson, SureServe, Frenkel Topping and is currently Chairman of EKF Diagnostics and Renalytix AI. He was awarded a scholarship to go to university by Samuel Montagu and has a BA in Business Studies.

The Property Franchise Group (TPFG) Interim results presentation September 2021

The Property Franchise Group CEO, Gareth Samples and CFO, David Raggett present the H1 results for the period ended 30th June 2021. These are record results due to the increased activity in the sales and lettings market. Looking forward, they anticipate the full year to be ahead of expectations. Further, they update on the execution of the strategy with Ewe Move, Hunters, the partnership with LSL and the post-period acquisition of The Mortgage Genie. A very confident presentation.

Gareth Samples, CEO
00:17 – Introduction & company overview
06:02 – Summary of the period

David Ragget - CFO
07:01 – Financial results

Gareth Samples, CEO
18:34 – Strategic initiatives
29:08 – Hunters integration update
30:25 – Market update
35:01 – Outlook

36:27 – Q&A
52:31 – Closing remarks

The Property Franchise Group plc, formerly MartinCo PLC (MartinCo), is engaged in residential property franchise business. The Company operates as a franchise model focused on the United Kingdom residential lettings and property management services offered to private clients. It also offers estate agency services. Its brands include Martin & Co, Xperience, Ellis & Co, CJ Hole, Parkers and Whitegates. Martin & Co is a national brand with approximately 200 offices distributed across the United Kingdom. Martin & Co is a specialist lettings and property management business. Xperience brand includes is the property franchise business. Ellis & Co has over 20 offices within the M25 and one office in Tonbridge, Kent. CJ Hole is engaged in selling property within the estate agency market in the South West with over 20 offices throughout Bristol, Somerset and Gloucestershire. Its subsidiaries include Martin & Co (UK) Limited, Xperience Franchising Limited and Whitegates Estate Agency Limited.

Attraqt Group (ATQT) interim results 2021 overview

Attraqt's CEO, Mark Adams summarises the interim results for the period ending 30th June 2021.

00:30 H1 21 overview
01:45 Highlights of the period
02:49 Progress against strategic priorities
04:46 The new hires
05:30 The future

Attraqt Group plc is a United Kingdom-based company, which enables brands, manufacturers and retailers to optimize the electronic commerce site. Through its platforms, Fredhopper Discovery Platform, Early Birds and software Experience Orchestrator (XO), the Company provides a set of application programming interface (API)-enabled, algorithm-driven, intelligent software as a service (SaaS) services covering personalization, search, navigation, merchandising, recommendations and internationalization. The Company offers a search system that provides a machine learning-based solution for matching a text string entered into a search box on an electronic commerce site against the products on that site. The Company partners with brands and specialist retailers across sectors, including fashion, footwear, homeware, health and beauty, grocery, electronics, business to business (B2B), sports and outdoor.

CVS Group (CVSG) Full Year 2021 results overview September 2021

CVS's CEO, Richard Fairman gives an overview of full year results for the year ended 30th June 2021.

00:21 - FY20 highlights
02:03 - Strategic progress
05:26 - Outlook

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

Somero Enterprises (SOM) H1 results September 21

Somero CEO, Jack Cooney, CFO, John Yuncza and VP of Finance, Enzo LiCausi outline the interim results for the period ended 30 June 2021. They have experience unprecedented demand, delivering record revenue, profits and operating cashflow. In June, they introduced the Somero SkyStrip expanding their portfolio to 18 products. Looking forward they are planning to increase the operating capacity at the Michigan facility by 35%. As for the outlook, they are raising guidance, expecting revenues of $120m and EBITDA of $42m. A very confident presentation.

Jack Cooney, CEO
00:17 - H1 2021 Highlights

John Yuncza, CFO
02:51 - Financial highlights

Enzo LiCausi, VP of Finance
09:25 - Operating results

John Yuncza, CFO
13:22 - Strategy update
18:51 - ESG
21:15 - Outlook

23:49 - Q&A

Jack Cooney, CEO
52:26 - Closing remarks

Somero Enterprises, Inc. is a manufacturer of laser-guided equipment. The Company's equipment automates the process of spreading and leveling volumes of concrete for commercial flooring and other horizontal surfaces, such as paved parking lots in North America. The Company's products include S-22E, S-15R, S-15M, STS-11M, S-840, S-485, CopperHead XD 3.0, Mini Screed C, PowerRake 3.0, 3-D Profiler and SiteShape. Its Somero Floor Levelness System monitors Laser Screed performance, operator performance and reports alert percentages of issues. The Somero SiteShape System allows for grade shaping automatically using users' motor grader, dozer or other grading machine. The Somero 3-D Profiler System allows automatic paving of contoured sites using a Somero Laser Screed equipment. The CopperHead XD machine encounters applications, such as chaired rebar, low slump and poor subgrades. The Somero eXtreme Platform (SXP) allows users use their Laser Screed equipment.

Litigation Capital Management (LIT) full year 2021 Results overview

LCM's CEO, Patrick Moloney gives an overview of the period ended 30th June 2021.

00:25 – FY21 highlights
01:50 – Financial performance
02:47 – Portfolio development
05:10 – Measuring success
06:49 – Market dynamics
08:52 – Outlook

Litigation Capital Management Limited is an Australia-based litigation finance company. The Company is an alternative asset manager specializing in disputes financing solutions internationally. It operates through two business models: direct investments and funds management. LCM's investment strategies include single-case, portfolios, and acquisition of insolvency claims. Its single-case investment includes investment in a single dispute globally. Its portfolio includes funding a bundle of single disputes in which LCM's capital investment is collaterally secured against the proceeds of the entire portfolio of disputes. Its acquisition of insolvency claims includes investment in smaller disputes through the acquisition or assignment of the underlying cause of action. The Company's product includes Fully Litigation, Litigation for finance companies, Funding for financial international arbitrations, Law firm/Portfolio funding, Disbursement finance, Security for costs, and others.

Diaceutics (DXRX) interim results presentation September 2021

Diaceutics CEO, Peter Keeling and CFO, Philip White present the half year results for the period ending 30th June 2021. The DXRX platform services the unmet diagnostic commercialisation needs of the pharmaceutical industry. The engagement from clients on the DXRX platform is ahead of the Board's expectations, and the progress made with their laboratory network during H1, sets them in good stead for H2. They anticipate a more balanced first half, second half weighting compared to previous years.

Peter Keeling, CEO
00:17 - Introduction & overview
02:52 - Strategic roadmap
04:13 - Business transformation
09:00 - Highlights

Philip White, CFO
15:55 - Benefits of DXRX
18:19 - Financial highlights

Peter Keeling, CEO
26:24 - Outlook

33:01 - Q&A

49:56 - Closing remarks

Diaceutics PLC is a United Kingdom-based data analytics and implementation services company which services the global pharmaceutical industry. The Company offers end to end services that encompasses from understanding the diagnostic landscape to test implementation into treatment pathways to enable better treatment decisions for patients. The Company’s data analytics and implementation services, including Landscape, Tracking, and Primary Market Research, leverages the diagnostic testing information to provide data-driven insights to drive seamless integration of diagnostic tests into treatment pathways. Its implementation services include Planning, Commercialization and Reimbursement Landscapes, to build the strategies and implement the tactics that drives optimal test utilization, ensuring that patients are getting the right treatment.

RA International (RAI) 2021 Interim results presentation

RAI's CEO, Soraya Narfeldt, COO, Lars Narfeldt & CFO, Andrew Bolter present H1 results for the period ending 30th June 2021, which are in line with expectations. More details are given on Mozambique, and the significant new contract awards which give a sense of the outlook and the strength of the business going forward. It includes Q&A from the investor audience.

Soraya Narfeldt, CEO
00:16 - Introduction & agenda
00:44 - H1 21 Headlines

Andrew Bolter, CFO
01:54 - Financial performance
06:01 - Operational focus

Lars Narfeldt, COO
06:34 - Mozambique update
09:17 - Strategic execution
16:54 - ESG

Andrew Bolter, CFO
18:54 - Outlook

Soraya Narfeldt, CEO
20:45 - Summary

21:51 - Q&A
31:51 - Closing remarks

RA International Group PLC is a United Kingdom-based remote site service provider. The Company offers integrated camp services, from the construction of camp facilities to full life support services- including camp catering and camp maintenance services for clientele operating in remote and challenging environments. It focuses on providing remote site solutions for those involved in humanitarian operations, and the oil and gas and mining industries. The Company’s service offerings include construction, operation and maintenance, integrated facilities management, supply chain, and accommodation. It provides its services to mining, oil and gas, and humanitarian.

Bonhill Group (BONH) Interim results September 2021

Bonhill's CEO, Simon Stilwell and CFO, Sarah Thompson present the interim results for the period ended 30th June 2021.

Simon Stilwell, CEO
00:17 – Introduction & Agenda
00:42 – H1 Headlines

Sarah Thompson, CFO
01:54 – Financial results

Simon Stilwell, CEO
04:42 – Rebranding
05:39 – Global events
06:46 – ESG
08:07 – H2 Focus on delivery
08:59 – Summary & Outlook

Bonhill Group PLC, formerly Vitesse Media Plc, is a United Kingdom-based business to business (B2B) media company. The Company provides business information, live events and data and insight propositions to international technology, financial services and diversity business communities. Business information includes digital/print magazines, online portal, digital content, video, audio, content syndication and marketing services. Live events include various formats, such as awards, summits, conferences, career fairs and workshops. Data and insight include industry research programs, white papers, market research and survey, directories, industry/company data product, workflow management solution and bespoke consultancy. The Company’s flagship titles include SmallBusiness.co.uk, Information Age, GrowthBusiness.co.uk and What Investment.

Made.com (MADE) interim results presentation September 2021

MADE CEO, Philippe Chainieux and CFO Adrian Evans outline the highlights of the period, including a strategy update and financial review.

00:18 Introduction by Philippe Chainieux, CEO
00:40 Video highlighting the H1 achievements
02:17 The key figures & core strengths by Philippe Chainieux, CEO
07:10 The financial review by Adrian Evans, CFO
10:33 Summary and outlook by Philippe Chainieux, CEO

Made.com Group Plc is a United Kingdom-based holding company. The Company through its subsidiary, Made.com Limited, is engaged in the online retail of furnishings and homeware. The Company operates under two reportable segments: UK operations and Continental Europe operations. It sells its products across the United Kingdom, Germany, Switzerland, Austria, France, Belgium, Spain and the Netherlands through its e-commerce platform. The Company partners with over 150 established and up-and-coming designers, artists and collaborators. The Company's subsidiaries also include Made.com Design Ltd, Made.com Netherlands B.V, Made.com Trading Limited and Made.com Company Limited.

SThree (STEM) Q3 2021 Trading update to analysts

SThree CEO, Mark Dorman and CFO, Andrew Beach give a trading update for Q3 2021. A very strong performance for the group with net fees up 11% in the quarter. Investment will gather pace through the remainder of the year with the benefits to be seen FY22. The outlook for the full year is anticipated to be significantly ahead of expectations , following the upwards revision provided in June 2021.

Mark Dorman, CEO
00:18 – Q3 Summary

Andrew Beach, CFO
01:53 – Financial highlights

Mark Dorman, CEO
07:38 – Q3 Outlook
08:56 – Q&A
16:30 – Closing remarks

SThree plc is an international staffing company, which provides specialist recruitment services in the science, technology, engineering and mathematics (STEM) industries. The Company provides permanent and contract staff to sectors, including information and communication technology (ICT), banking and finance, life sciences, engineering and energy. The Company's segments include the United Kingdom & Ireland (UK&I), Continental Europe, the USA, and Asia Pacific & Middle East (APAC & ME). The Company's recruitment brands include Computer Futures, Progressive Recruitment, Huxley and Real Staffing. The Company's other brands include Global Enterprise Partners, Hyden, JP Gray, Madison Black, Newington International and Orgtel. The Company delivers contract, permanent, projects, retained and executive search recruitment solutions. Its support and mobility services offer contracting, relocation and relevant visa support. It provides resources to support its brands with contractor services.

The Pebble Group (PEBB) interim results presentation

Pebble's CEO Chris Lee, and CFO Claire Thomson present the interim results for the period ending 30 June 2021. Revenues are returning to strength, 39% ahead of HY20. Facilisgroup achieved an adjusted EBITDA margin of 54.6%, and they maintain their aspiration to grow annual recurring revenue to $50m by the end of FY24. Brand Addition revenues for FY21 are expected to be ahead of FY20 & FY19. For the outlook, management expect the full year to be at least in line with expectations.

Chris Lee, CEO
00:17 – Introduction
01:35 – HY21 highlights

Facilisgroup

Claire Thomson, CFO
02:24 –Financial highlights

Chris Lee, CEO
08:44 – Operational metrics

Brand Addition

Claire Thomson, CFO
19:27 –Financial highlights

Chris Lee, CEO
25:15 – Operational metrics

The Pebble Group

29:39 – ESG
31:09 – Outlook

32:18 – Q&A
38:41 – Closing remarks

The Pebble Group PLC is a United Kingdom-based company that provides products, services and technology to the global promotional products industry. The Company operates through two businesses: Brand Addition and Facilisgroup. Brand Addition is its promotional product merchandise business that provides promotional products to global brands. Brand Addition, through its network, sources and provides promotional product solutions to clients, who operate in sectors which include health and beauty, fast moving consumer goods, transport, technology, banking and finance and charity. Facilisgroup is the Company’s software as a service (SaaS) business that provides subscription-based services to small and medium enterprise (SME) promotional product distributors in the United States and Canada. Facilisgroup’s suite of services includes business intelligence software and community events.

The Stockopedia/PIWORLD Virtual StockSlam September 2021

This is the fifth virtual StockSlam hosted by Damian Cannon. Not only is it great fun, the track record has been pretty impressive with each portfolio of ten picks up as follows: from February 2021 +23%, April +18.5%, May +10% and June +9.6%. The single stock winner has been Tekcapital (TEK) up 186%, followed by Renold (RNO) +63% and Cakebox +51%.

The format, each ‘slammer’ has 3 minutes to ‘slam’ their stock followed by 3 minutes of audience questions. These are just ideas, the presenter probably is talking their own book. Please do all your own research! If you’d like to slam at a future StockSlam, please contact me via the PIWORLD contact page.

00:20 Introduction by Damian Cannon
03:00 Damian Cannon: Robert Walters (RWA)
09:11 Tamzin Freeman: Argentex (AGFX)
14:40 Alex Schlich: Capita (CPI)
21:36 David Carle: Belvoir (BLV)
28:15 Twenties Trader: AB Dynamics (ABDP)
35:34 Mark Simpson: Base Resources (BSE)
42:05 David Thornton: Totally (TLY)
48:40 Lawrence Judd: Watches of Switzerland (WOSG)
55:46 Edmund Shing: Geiger Counter (GCL)
01:02:45 Alan Firth: Quiz (QUIZ)
01:08:00 Damian Cannon closing remarks

Thank you to all the presenters. The next Stockopedia/PIWORLD StockSlam is Wednesday 8th October, 6pm, register via the events page

EMIS Group (EMIS) Half-year results presentation 2021

Emis’s CEO, Andy Thornburn and CFO, Peter Southby present interim results for the six months ended 30 June 2021. Revenue and adjusted operating profit were ahead of both H1 20 and 19. Recurring revenue represents 79%. The dividend has grown to 10%. EMIS Enterprise was boosted by the use of the Outcomes4Health solution to support the CV19 roll-out in England. EMIS-X development continues and is building strong foundations for future growth. The outlook is in line with expectations for the full year.

Andy Thorburn, CEO
00:17 Introduction

Peter Southby, CFO
01:00 Financial highlights
02:43 Income statement
04:10 Segmental analysis
05:13 Revenue analysis
06:26 Cash flow
07:43 Balance sheet
08:21 Guidance and trends

Andy Thorburn, CEO
10:00 Operational review
11:17 H1 positive progress
14:50 Healthcare market evolution
18:00 Accelerating growth over the coming years
28:49 Market positioning and capabilities
29:55 Outlook

EMIS Group plc provides healthcare software, information technology and related services in the United Kingdom. The Company’s segments include Primary & Community Care and Community Pharmacy. The Company serves various healthcare markets under the EMIS Health brand. The Primary & Community Care division provides clinical information technology (IT) systems for general practitioners (GPs) and commissioners. The Community Pharmacy division is an integrated community pharmacy dispensary and retail system. EMIS Health provides clinical software to customers across the healthcare sector. Its brand EMIS Care specializes in the delivery of diabetic retinopathy eye screening.

PIWORLD interview with Invinity Energy Systems (IES) CEO, Larry Zulch

PIWORLD catches up with Larry Zulch, CEO at Invinity Energy Systems (IES), who gives an overview of the business and Vanadium Flow Batteries (VFB). We get details of some of the projects IES is working on and the exciting joint venture with Siemens Gemesa Renewable Energy. Finally, we get an update about the major shareholders and what investors can expect in the short, medium and long term.

00:32 What does Invinity Energy Systems (IES) do?
00:59 What is a Vanadium Flow Battery (VFB)?
03:09 What is the competitive landscape?
04:17 Projects IES are working on
06:07 The JV with Siemens Gemesa Renewable Energy
08:55 What Larry is most excited about at the moment?
09:57 The major shareholders
11:18 What should investors expect in the short, medium and long term?

Invinity Energy Systems PLC, formerly Redt Energy Plc, is a jersey-based vanadium flow battery company. The Company’s vanadium flow batteries are a form of non-degrading energy storage, already deployed and a key alternative to conventional lithium-ion batteries. The vanadium flow batteries are a form of heavy-duty, stationary energy storage, used primarily in high-utilization applications such as being coupled with industrial scale solar generation for distributed, low-carbon energy projects. Its flow batteries store energy in a non-flammable, liquid electrolyte, held in tanks within a self-contained module. Its storage markets are Europe, North America, Asia, Australasia and Africa.

Headlam Group (HEAD) interim results presentation September 2021

Headlam's CEO, Steve Wilson & CFO, Chris Payne outline the interim results, key accomplishments in the period and current trading.

Steve Wilson, CEO
00:18 – Introduction & agenda
01:16 – Headlam overview & COVID-19

Chris Payne, CFO
05:05 – Financial performance

Steve Wilson, CEO
22:55 – Operational performance
29:35 – Key accomplishments in the period
33:51 – Corporate governance
36:21 – Current trading & Summary

Headlam Group Plc is a United Kingdom-based company, which is engaged in the marketing, supply and distribution of a range of floorcovering products. The Company's operations are focused on providing customers, principally independent floorcovering retailers and contractors, with a range of floorcovering products supported by a next day delivery service. The Company operates through 56 operating segments in the United Kingdom and five operating segments in Continental Europe. Each operating segment is a trading operation aligned to the sales, marketing, supply and distribution of floorcovering products. The Company's activities and facilities are located throughout the United Kingdom, France, Switzerland and the Netherlands. Its business in France operates from approximately two distribution centers and over 20 service centers, and the businesses in Switzerland and the Netherlands each operate from a single distribution center.

PIWORLD interview with Richard Greenfield: A Beginner‘s Guide to Mining Stocks

With inflation, resources used in electrification, and for new technologies, there may be more appetite for mining stocks from investors who normally avoid the sector. Here, Richard Greenfield, Co-Founder of Tamesis Partners, specialists in global mining and natural resources, shares how newbies can evaluate mining stocks.

This is a fantastic overview that may require a few listens; everything from the market overview, where we’re at in the cycle, to how to dip your toe into the sector. Some great nuggets such as, ‘mines are made, not found’, the people are key; and he recommends that the mine should be large enough to attract institutional interest. Of course, the investment hinges on NPV, IRR (greater than 20%); and as with all investments CAPEX, margins and returns.

Richard ends with three examples of mining sector stocks that he likes using the evaluation criteria outlined. This is superb. A sector not without risk, but with Richard’s guidance, you should be better armed to understand those risks and the factors you need to evaluate.

00:18 Introduction
01:00 Richard’s background & Tamesis Partners
03:30 What’s the composition of the global metals and mining industry?
05:06 How important is London v other exchanges?
07:00 Where should we look to make money in the current climate?
09:53 Why have equities lagged commodity prices?
10:45 Commodities are highly priced at the moment, will that continue? And what are the drivers?
14:45 How do commodities and equities move with each other?
18:17 What’s the best way for a newbie to play the sector?
22:39 When do you want to get into a mine?
25:57 What makes a good mine and how do you value it?
30:29 What is a good margin for a mine?
32:48 What’s the returns and success rate?
37:57 What are the risks to look out for?
40:41 Richard’s picks of the sector for your further research:
44:04 Tridant Royalties (TRR)
50:04 Shanta Gold (SHG)
55:07 Capital (CAPD)

About Richard Greenfield
Richard qualified as a chartered accountant with PricewaterhouseCoopers in 2003 before commencing an investment banking career in 2005, almost all of which has focused on the mining sector. While at Ambrian Partners Richard worked alongside Charlie Bendon as part of that firm’s Extel #1 ranked mining team, acting as Nominated Adviser to a large portfolio of junior and mid-tier companies and concluding a wide range of IPO, secondary financing and M&A transactions. Richard joined GMP Securities Europe LLP as a partner in 2010 as part of a significant expansion of GMP’s London operations, with a particular focus on dual and overseas listed companies and cross-border advisory transactions.

www.tamesispartners.com
LinkedIn: www.linkedin.com/company/tamesis-partners-llp
Tamesis Partners research on Research Tree: www.research-tree.com/providers/tamesis-partners

Air Partner (AIR) Acquisition of Kenyon International Emergency Services

Air Partner CEO Mark Briffa gives an overview of the Kenyon International acquisition, announced 27th August 2021.

00:18 Rationale for the acquisition
00:45 What does Kenyon International do?
01:33 Are AIR moving out of aviation?
02:03 How did AIR fund the acquisition?
02:17 What acquisitions will AIR look at next?

Founded in 1961, Air Partner is a global aviation services group providing aircraft charter and aviation safety & security solutions to industry, commerce, governments and private individuals, across civil and military organisations. The Group has two divisions: Air Partner Charter, comprising Group Charter, Private Jets, Freight and Specialist Services; and Air Partner Safety & Security (formerly Consulting & Training), which comprises Baines Simmons, Redline Assured Security and Managed Services. Air Partner has 18 locations across four continents, with its headquarters located alongside Gatwick airport in the UK. The group employs around 450 professionals globally and operates 24/7. Air Partner is listed on the London Stock Exchange (AIR) and is the only publicly listed air charter broker and aviation safety & security consultancy. It is ISO 9001:2015 compliant for commercial airline and private jet solutions worldwide. More information is available on the Company's website (www.airpartnergroup.com).

This is third party produced content published by PIWORLD.

PIWORLD interview with Keelan Cooper: The IPO survival guide

Keelan Cooper, Financial Analyst at Stockopedia gives us the background and findings of The Stockopedia IPO Survival Guide. Fascinating evidence that small and micro cap IPOs bought on the first day of trading and sold around the sixth month after the IPO will give a better performance.

00:42 How Keelan got into investing and working at Stockopedia
01:53 Why did you decide to research IPOs & how did you go about it?
03:36 Are IPOs the opportunity to buy a multi-bagger.
04:37 Was there a correlation between management/PE staying in or getting out?
05:37 It looks like timing is the most important but what else should we be looking at?
06:45 How quickly do Stockopedia get IPOs listed, and how long does it take meaningful information for quality and value?
08:16 Wouldn’t you say that higher quality and valuation metrics and small-cap stocks do better for IPOs but wouldn’t that be the same for all stocks?
09:47 You mention aggressive IPO pricing and promotion, who are the main culprits?
10:32 What are the IPO changes proposed by the Chancellor of the Exchequer?
11:25 Do you have any tips to get in at the IPO price?
11:50 Do Stockopedia have any plans to list new IPOs?
12:20 You talk about Tech, Health, Financial and Energy have performed better than Consumer Cyclicals, Telecoms, and Utilities. Wouldn’t that be the case for the wider market anyway?
13:04 You say large cap international IPOs have been poor investments, did you find the same for international small cap and micro caps?
13:47 Were there additional findings in the report that didn’t make the final report?
15:02 IPOs coming up?
16:08 Find the IPO survival guide at: https://why.stockopedia.com/ipo-survival/

Vertu Motors (VTU) Investor Presentation August 2021

Robert Forrester, CEO & Karen Anderson, CFO present the company, the financials, the current market dynamics and the outlook, followed by an extensive Q&A with no questions unanswered. Straight, direct and informative.

A values driven company with professionalism, integrity, opportunity and commitment high up there. Their strategic focus is on growth, digitalisation, costs, ancillary businesses within a supportive environment for staff and customers. Disciplined capital allocation is discussed including share buybacks and acquisitions. Although dividends were halted during the pandemic they are anticipated to be re-established at interim FY22. A great overview of the evolving trends across customers, the industry, technology and sustainability, with a more in depth discussion around digitalisation.

Outlook FY22 adj PTP £40-45M, with good momentum, and obvious supply constraints although this does lead to robust margins. Essential watching if you're interested in Vertu or the sector.

APOLOGIES FOR THE POOR QUALITY AUDIO.

Robert Forrester, CEO
00:17 – Introduction & agenda
00:54 – FY21 Highlights
03:50 – Dealership portfolio
04:36 – Group strategy

Karen Anderson, CFO
06:43 – Financial highlights

Robert Forrester, CEO
12:07 – Market trends
22:59 – Outlook

26:20 – Q&A

Robert Forrester, CEO
59:09 – Closing remarks

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

Tribal Group (TRB) Interim results analyst presentation August 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.

The Renewables Infrastructure Group (TRIG) interim results 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.

Creightons (CRL) interview on the acquisition of Emma Hardie

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.

NWF Group (NWF) full-year 2021 analyst presentation

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.

Samarkand Group (SMK) full-year 2021 analyst presentation

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.

Tekmar Group (TGP) Capital Markets Day presentation July 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.

Creightons (CRL) full-year 2021 results presentation

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.

PIWORLD interview with Andrew Hollingworth: Markets & Holdings July 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

Holland Advidors website.

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.

Sosandar (SOS) full-year 2021 results presentation

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.

Knights Group (KGH) full year 2021 results presentation to analysts

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.

ActiveOps (AOM) FY21 results presentation to analysts

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.

PIWORLD interview with Paul Jourdan: Markets, Macro & Opportunities

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.

Begbies Traynor (BEG) full-year 2021 results presentation to analysts

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.

SThree (STEM) half-year results presentation to analysts

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.

Accrol (ACRL) full-year 2021 results presentation

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.

Ultra Electronics (ULE) 2021 interim results presentation

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.

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.