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Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk
Episodes
Monday Jun 21, 2021
Monday Jun 21, 2021
CEO Frank Hanna and (new) CFO Ryan Mahoney give an overview of the business, the market structure and where MBH fit in; followed by extensive questions from the audience.
Frank Hanna, CEO & Ryan Mahoney, CFO
00:17 – Introduction
Frank Hanna, CEO
02:13 – About Michelmersh Brick Holdings
04:17 – 2020 Financial highlights
06:04 – Operational highlights
07:45 – Market structure
09:06 – Market fundamentals
10:59 – Outlook
15:14 – Q&A
Frank Hanna, CEO & Ryan Mahoney, CFO
Closing remarks – 25:52
Michelmersh Brick Holdings Plc is a United Kingdom-based company, which is engaged in the manufacture of clay bricks, tiles and pavers. The principal activity of the Company is the management and administration of its subsidiary companies. The Company’s segments are Building materials and Landfill. The Company’s Building materials segment is engaged in the manufacture of bricks, tiles and building products being principally facing bricks and clay paviors at Blockleys, which is based in Telford, Shropshire; Charnwood, which is based in Shepshed, Leicestershire; Freshfield Lane, which is based in Danehill, West Sussex, and Michelmersh, which is based in Romsey, Hampshire. The Company’s Landfill segment is engaged in landfill operations, through New Acres Limited, which is based in Telford, Shropshire. The Company’s brands include Blockleys, Charnwood, Freshfield Lane, Michelmersh and Hathern Terra Cotta. Its Blockleys brand manufactures a range of standard special shaped bricks.
Friday Jun 18, 2021
Friday Jun 18, 2021
NESF management present full year 2021 results for the period ended 31st March 2021, to analysts and investors.
Kevin Lyon, Chairman
00:16 – Introduction & Overview
Michael Bonte-Friedheim, Group CEO
02:08 – Key Highlights
Ross Grier, Managing Director
05:23 – Growth plans & Outlook
Michael Bonte-Friedheim, Group CEO
08:10 – Financial Highlights
Ross Grier, Managing Director
Michael Bonte-Friedheim, Group CEO
15:10 – Q&A
Michael Bonte-Friedheim
36:02 – Closing remarks
NextEnergy Solar Fund Limited is a closed-ended investment company. The Company's principal activities and investment objectives are to provide investors with a sustainable and attractive dividend that increases in line with retail price index over the long-term by investing in a portfolio of solar photovoltaic (PV) assets that are located in the United Kingdom. It seeks to provide investors with an element of capital growth through the reinvestment of net cash generated in excess of the target dividend in accordance with its investment policy. Its portfolio includes over 94 solar PV plants that are located across approximately 20 different counties of England and Wales. In addition, the portfolio is diversified across over 20 non-connected contractors, approximately 10 different Tier 1 solar panel manufacturers and over nine Tier 1 inverter manufacturers. NextEnergy Capital IM Limited is the investment manager and NextEnergy Capital Limited is the investment advisor of the Company.
Friday Jun 18, 2021
Friday Jun 18, 2021
Reg has been dabbling in crowdfunding opportunities, about 50% of which are EIS opportunities. Here, he outlines how a few glasses of wine got him interested(!) and his subsequent journey. Not without risk but worthy of understanding these private equity type opportunities which are now accessible to all investors. Generously, Reg shares his experience for us all to learn from.
*The day after recording this interview, Nutmeg announced on 17.6.21 they are to be purchased for £700m by JPMorgan Chase, a nice windfall for Reg and more than 2,000 investors who invested £250m through Crowdcube in 2019.
00:50 What is crowdfunding?
01:25 What drew crowdfunding to your attention and how did you get involved?
03.21 What’s the difference between this or Kickstarter or investing in VC Fund?
04:30 What is in it for the private investor?
06:57 What are the downsides?
09:12 What sort of return are you hoping to achieve?
10:35 Can you see what large holders are buying into opportunities?
13:07 What percentage of your portfolio would you put into these crowdfunded opportunities?
14:14 How do you view the risk?
15:26 How quickly do you expect to see a return on the investment?
18:14 Exiting
22:44 Access to management
24:04 How do you select investments?
29:30 How much investor information is there on crowdfunded opportunities?
32:16 How do you value the opportunities?
36:03 Market cycles
38:52 The pricing of the offer
40:18 Success rate
43:30 Market sectors
About Reg Hoare
Reg is a Managing Director of Engine MHP Communications, the leading Financial & Corporate PR firm where he specialises in advising mid-market companies, from FTSE 250 to AIM 100. He has over 35 years’ City experience including a decade in investment banking and securities. In his spare time, he is an active private investor, managing his own SIPP and other investments.
Reg can be followed on Twitter @reghoare
Thursday Jun 17, 2021
Thursday Jun 17, 2021
IG Design Group's CEO, Paul Fineman & CFO, Giles Willits present the FY21 results, which were robust despite Covid-19. Looking forward they have impressive targets to achieve $1.5bn revenue and to double adjusted EBITDA. Here, they outline their strategy for that growth.
Paul Fineman, CEO
00:17 - Introduction
00:23 - FY21 Highlights
02:53 - The business at a glance
Giles Willits, CFO
06:22 - Financial highlights
07:58 - Profit & Loss
11:12 - Cashflow
14:08 - Shareholder Commitments
Paul Fineman, CEO
14:58 - Strategy progress in 2021
20:23 - Growth plan
24:24 - Growth drivers, products
26:42 - Growth drivers, customers
28:40 - ESG
30:08 - Outlook & Summary
33:07 - Q&A
Paul Fineman, CEO
37:23 - Closing remarks
IG Design Group plc, formerly International Greetings plc, is engaged in the design, manufacture and distribution of gift packaging and greetings; stationery and creative play products, and design-led giftware. The Company's geographic segments include UK and Asia; Europe; USA, and Australia. The Company sells its products in over 150,000 stores across approximately 80 countries. It also offers a portfolio of licensed and customer bespoke products suitable for sale through multi channel distribution. The Company's products include crackers, pens and pencils, stickers, single cards and gift wrap. The Company offers its products under the brands A Star, B Stationery, Papercraft and Pepperpot. Its subsidiaries include Artwrap Pty Ltd, International Greetings UK Ltd, International Greetings USA, Inc, International Greetings Asia Ltd, The Huizhou Gift International Greetings Company Limited, Hoomark BV, Anchor International BV and Hoomark S.p.z.o.o.
Tuesday Jun 15, 2021
Tuesday Jun 15, 2021
SThree's CEO, Mark Dorman and CFO, Alex Smith give a bit of colour to their trading update 14.6.21. Q2 was ahead of expectations which drives H1 net fees up both year on year and versus 2019. Further, there is sustained improvement in new deal activity and contractor retention rates. STEM has a strong balance sheet and the resilient contract business model gives them confidence for the future.
Mark Dorman, CEO
00:17 - Introduction
Alex Smith, CFO
01:20 - H1 trading overview
02:44 - Regional performance
03:49 - Strong positioning
Mark Dorman, CEO
04:38 - H1 Summary
07:02 - Q&A
Mark Dorman, CEO
21:09: Closing remarks
SThree plc is an international staffing company, which provides specialist recruitment services in the science, technology, engineering and mathematics (STEM) industries. The Company provides permanent and contract staff to sectors, including information and communication technology (ICT), banking and finance, life sciences, engineering and energy. The Company's segments include the United Kingdom & Ireland (UK&I), Continental Europe, the USA, and Asia Pacific & Middle East (APAC & ME). The Company's recruitment brands include Computer Futures, Progressive Recruitment, Huxley and Real Staffing. The Company's other brands include Global Enterprise Partners, Hyden, JP Gray, Madison Black, Newington International and Orgtel. The Company delivers contract, permanent, projects, retained and executive search recruitment solutions. Its support and mobility services offer contracting, relocation and relevant visa support. It provides resources to support its brands with contractor services.
Tuesday Jun 15, 2021
Tuesday Jun 15, 2021
IG Design Group's CEO, Paul Fineman and CFO, Giles Willits run through the highlights of the FY21 results. A stronger than expected performance with a strong order book. There is a new Growth Plan which targets driving revenues beyond $1.5bn and doubling the Group's Adjusted EBITDA.
Paul Fineman, CEO & Giles Willits, CFO
00:29 - FY21 Summary
Paul Fineman, CEO
03:34 - Growth Plan
04:27 - Operational highlights
05:48 - CSS integration and US highlights
07:19 - International highlights
08:28 - Outlook
IG Design Group plc, formerly International Greetings plc, is engaged in the design, manufacture and distribution of gift packaging and greetings; stationery and creative play products, and design-led giftware. The Company's geographic segments include UK and Asia; Europe; USA, and Australia. The Company sells its products in over 150,000 stores across approximately 80 countries. It also offers a portfolio of licensed and customer bespoke products suitable for sale through multi channel distribution. The Company's products include crackers, pens and pencils, stickers, single cards and gift wrap. The Company offers its products under the brands A Star, B Stationery, Papercraft and Pepperpot. Its subsidiaries include Artwrap Pty Ltd, International Greetings UK Ltd, International Greetings USA, Inc, International Greetings Asia Ltd, The Huizhou Gift International Greetings Company Limited, Hoomark BV, Anchor International BV and Hoomark S.p.z.o.o.
Monday Jun 14, 2021
Monday Jun 14, 2021
Mind Gym's Founder and CEO Octavius Black and CFO, Richard Steele present full year 2021 results.
Octavius Black, Founder & CEO
00:18 Introduction & agenda
00:45 Mind Gym snapshot
01:44 FY21 trading highlights
03:49 Board changes
Richard Steele, CFO
05:00 FY21 Financial highlights
Octavius Black, Founder & CEO
09:06 Strategy update
11:15 The way the market works
20:02 Investment
25:09 Current trading and outlook
Mind Gym PLC is a United Kingdom-based company that provides professional leadership skills and business relationship management services. The Company offers a range of solutions, such as performance management, management development, diversity and inclusion, change, ethics, reorganization, personal effectiveness, on-boarding, employee engagement, and customer services.
Monday Jun 14, 2021
Monday Jun 14, 2021
Ted Baker’s CEO, Rachel Osborne and CFO, David Wolffe give an overview of the full year 2021.
Rachel Osborne, CEO
00:38 Highlights of 2021
David Wolffe, CFO
02:52 Financial highlights
04:47 Outlook
Rachel Osborne, CEO
06:13 Strategic progress and key initiatives for the year ahead
Ted Baker Plc is a United Kingdom-based global lifestyle company. The Company offers a range of collections, including menswear, womenswear, global, phormal, endurance, accessories, audio, bedding, childrenswear, crockery, eyewear, footwear, fragrance and skinwear, gifting and stationery, jewelry, lingerie and sleepwear, luggage, neckwear, rugs, suiting, technical accessories, tiles and watches. The Company operates through three segments: retail, wholesale and licensing. It operates stores and concessions across the United Kingdom, Europe, North America and Asia and an e-commerce business based in the United Kingdom, primarily serving the United Kingdom and Europe, with separate the United States and Canadian sites dedicated to North America, and a separate site serving Australia. The Company's wholesale business in the United Kingdom serves countries across the world, particularly in the United Kingdom and Europe. The Company operates both territorial and product licenses.
Friday Jun 11, 2021
Friday Jun 11, 2021
This video can be seen at: https://www.piworld.co.uk/education-videos/piworld-talks-to-edmund-shing-about-ntroducing-your-kids-or-anyone-to-investing-part-3/
Here Edmund moves onto how to invest in stocks. This is the third interview in the series where Edmund imparts the investing lessons and motivation he’s given to his kids on how and why to invest. Invaluable advice for any investor, new or old! 50 minutes of investing gems to get a profitable return from stock selection. This should be listened to alongside Part 1 and Part 2.
00:56 When should an investor graduate from funds to individual stock picks?
02:18 Where do you find your stocks and how do you select them?
05:12 What growth should we be looking for?
07:08 What other metrics on the checklist?
09:38 How do you work out the valuation of a company?
13:42 Where do you get your ideas?
14:55 How long do you spend on your research?
20:22 How do you time when to buy into a position?
23:44 What technical indicators do you look at?
26:32 How do you manage risk?
28:22 How to handle a market crash?
31:29 What moves a share price?
33:30 Market makers and bulletin boards
34:44 Trading diary and record-keeping
38:15 Averaging down
39:10 Spreads, stop losses and market cap size
42:15 Size of positions
42:37 Catalysts for winners to perform
44:00 IPOs are they good opportunities?
44:37 Macro factors: Where we’re at in the economic cycle? What is your view on inflation?
Edmund on Twitter: @TheIdleInvestor
Edmund Shing has over 25 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris. Since 2015, he has held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London.
Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology. He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.
Thursday Jun 03, 2021
Thursday Jun 03, 2021
We catch up with the very engaging Paul Scott who gives us a whistle-stop tour through his portfolio, what he’s been buying, topping up, or selling; plus a brief catch-up on some of the holdings he’s mentioned historically. We start with the unexpected Revolution Bars placing and an interesting commentary on institutional appetite for this, and placings more broadly.
00:53 Paul’s background
01:15 Paul’s performance ytd
02:02 Paul’s view on the market and valuations
03:15 Revolution Bars placing (RBG)
06:29 Sentiment for placings
08:13 What Paul’s been buying, SCS (SCS)
08:45 Smiths News (SNWS)
09:50 Vertu Motors (VTU)
11:04 Somero Enterprises (SOM)
12:01 Joules (JOUL)
12:50 BooHoo (BOO) & ASOS (ASOS)
14:29 Sosandar (SOS)
16:50 Cambridge Cognition (COG)
18:10 Sanderson Design (SDG)
19:58 N Brown (BWNG)
21.34 What Paul’s been selling
24:40 Foxtons (FOXT)
25:40 Best of the Best (BOTB)
28:32 Gear4Music (G4M)
29:35 The outlook for the market
About Paul Scott
Paul has been a professional small caps investor for nearly 20 years. Previously he was CFO of a ladieswear retailer with 150 shops in the UK & Europe. He has written the well-known “Small Cap Value Report” on Stockopedia since 2013. Paul’s focus on balance sheet strength has proven particularly relevant now. He shares his successes and sometimes failings with his readers very openly.
Wednesday Jun 02, 2021
Wednesday Jun 02, 2021
Louis Hall, Co-Founder & CEO and Oliver Gilchrist, CFO present Cerillion interim results for the period ended 31st March 2021. Revenue is up 26% to £12.8m. Annualised recurring revenue is up 43% to £9m. Adj PTP is up 124% to £3.8m. EPS is up 105% to 11.5p. Back order book is up 74% to 42.1m. Net cash up 60% at 7.7m. H1 dividend is up 20% to 2.1p. Over the last three quarters CER have signed two of the largest contracts in the Company’s history. Not surprisingly management believes they are well-positioned to deliver their full year targets.
Louis Hall, CEO
00:17 – Introduction
02:40 – About Cerillion
09:19 – Products & delivery
10:30 – Customers
12:52 – Market drivers
15:28 – Markets & channels
17:20 – Competitive landscape
20:42 – H1 Highlights
21:58 – KPI’s
Oliver Gilchrist, CFO
23:00 – KPI’s continued
24:30 – Financial highlights
27:40 – Income statement
29:23 – Balance sheet
30:08 – Cash flow
Louis Hall, CEO
30:49 – Sales pipeline
33:43 – Summary & outlook
34:20 – Q&A
Cerillion plc is engaged in providing billing, charging and customer relationship management software solutions to the telecommunications market but also to the utilities and financial services sectors. The Company is a supplier and developer of telecommunication software solutions and equipment. It operates through four business segments, such as Services, Software, Software-as-a-Service and Third Party. The Services segment provides services to customers on new implementation projects and enhancements. The Software segment supports and provides maintenance for the software, as well as the licenses to use the software. The Software-as-a-Service segment offers monthly subscriptions for a managed service and products on a pay as you go service. The Third Party segment offers third-party services or licenses, and includes re-billable expenses and pass through of selling on hardware. It operates in Europe, the Middle East and Africa, the Americas and Asia-Pacific geographical markets.
Tuesday Jun 01, 2021
Tuesday Jun 01, 2021
Calnex Solutions CEO Tommy Cook and CFO Ashleigh Greenan present the company’s full year 2021 results to analysts on 25th May 2021.
Tommy Cook, CEO
00:17 – Introduction
00:36 – About Calnex
03:08 – Customer base
04:54 – Innovation
07:00 – Review of FY21
09:47 – Business expansion
12:25 – Product lines
Ashleigh Greenan, CFO
14:48 – Financial Highlights
15:08 – Financial KPI’s
17:04 – Customer metrics
19:04 – Income statement
23:32 – Cashflow
Tommy Cook, CEO
25:42 – Growth strategy
27:59 – Outlook
29:17 - Q&A
Calnex Solutions Ltd is a United Kingdom-based provider of test and measurement systems for the global telecom industry. The Company designs, produces and markets test instrumentation and solutions for network synchronization and network emulation, enabling its customers to validate the performance of the infrastructure associated with the telecom networks. The Company offers its network synchronization systems and solutions for mobile networks to work correctly and get synchronized with nearby mobile radio transmitters or base stations. Its network emulation products are designed to impair data traffic for the development of Ethernet Switches and Routers for deployment in large data Wide Area Networks, operated by both the traditional network operators and in data storage farms offering cloud computing services.
Friday May 28, 2021
Friday May 28, 2021
Ken Wotton, Managing Director, Public Equity at Gresham House, has an enviable track record as a fund manager. In this piworld interview, we learn more about how he achieves that, including the attraction of small and micro caps, how he selects companies in which to invest, the effect the pandemic had on his investing decisions, where he sees opportunities, and his views on the general market environment. This is rich fodder for all investors.
00:40 Ken’s background
02:47 Ken's funds at Gresham House
06:35 What performance Ken aspires to achieve across the funds
07:26 The attraction of the small and micro-cap sector
09:54 Market cap limits
12:13 Ken’s investing principles. How does he evaluate companies?
15:26 Valuing those companies and current valuations
20:43 Covid decisions: Loungers (LGRS), City Pub (CPC), Gym (GYM), Ten Entertainment (TEG), Everyman (EMAN)
27:28 Churn
29:08 What Ken's been selling and the opportunities
35:13 Ten Entertainment (TEG)
37:30 Inspired Energy (INSE) (Last two results presentations here)
40:18 Alpha FX (AFX) v Argentex (AGFX) (Last Argentex H1 results presentation here)
44:55 Inflation
46:51 Market volatility
Ken is Managing Director, Public Equity, and leads the investment team managing public equity investments. He is lead manager for Strategic Equity Capital plc, LF Gresham House UK Micro Cap Fund, LF Gresham House UK Multi Cap Income Fund, and manages AIM listed portfolios on behalf of the Baronsmead VCTs. Ken graduated from Brasenose College, Oxford, before qualifying as a Chartered Accountant with KPMG. He was an equity research analyst with Commerzbank and then Evolution Securities prior to spending the past 12 years as a Fund Manager at Livingbridge and now Gresham House specialising in smaller companies.
Thursday May 27, 2021
Thursday May 27, 2021
A short presentation by the management team summarising results, what's been achieved in the period and their objectives going forward.
Paul Abberley, CEO
00:24 – Overview
Ben Money-Coutts, CFO
01:35 – Financial Overview
Paul Abberley, CEO
05:43 – Business Transformation
Ian Sackfield, MD of IMS
06:54 – Investment Management Services
Andrew Meigh, MD of Financial Planning
08:32 – Financial Planning
John Porteous, MD of Central Financial Services
10:05 – Central Financial Services
Paul Abberley, CEO
12:43 – Outlook & Current Trading
Charles Stanley Group PLC is an investment company. The Company provides investment management services, financial planning and pension administration. The Company's segments are Investment Management Services, Asset Management, Financial Planning, Charles Stanley Direct and Support functions. The Investment Management Services division provides personal investment services to individuals, companies, trusts and charities and includes platform dealing, custody and self-invested personal pension (SIPP) and individual savings account (ISA) administration services. The Asset Management division provides specialist asset management services, through its range of pooled funds, active and passive model portfolios, inheritance tax
Friday May 21, 2021
Friday May 21, 2021
This is the third virtual StockSlam hosted by Damian Cannon. A very popular investor event where ten private investors ‘slam’ their best stock idea in just three minutes to a sophisticated investor audience, followed by questions which keep the slammers on their toes. Bite-sized nuggets to inspire your further research. Fast, factual and fun.
00:18 Introduction by Damian Cannon
03:00 Softcat (SCT) by Damian Cannon
09:44 Paypoint (PAY) by Jamie Streeter
16:40 CVS Group (CVSG) by D’Arcy Andrews
23:45 Ergomed (ERGO) by Lilian Nandi
31:33 Innovaderma (IDP) by Francis Evans
38:45 Just (JUST) by Dee O’Hare
45:36 Tremor International (TRMR) by Ed Croft
53:13 Orchard Funding (ORCH) by William Woodard
01:00:03 Celtic (CCP) by David O’Hara 01:07:31
Surgutneft Gas (SGGD) by Rob Mahan
The next StockSlam is Wednesday 25th June at 6pm, we hope you can join us then, registration will be available on our events page next week.
Wednesday May 19, 2021
Wednesday May 19, 2021
Here, David Ridley, MD gives us an overview of The Artisanal Spirits Company, which is to IPO. The Artisanal Spirits Company is the owner of The Scotch Malt Whisky Society (SMWS), the leading curator and provider of premium single cask Scotch malt whisky and other spirits, mainly selling online. The capital raised will be used to finance the growth of the business over the next 2-3 years, including investment in stock, supply chain efficiency; membership promotion and recruitment; selective investment in existing and new venues, and investment in brand and digital development.
To apply for share visit primarybid.com
00:21 – Introduction
00:39 – Who we are
01:59 – The business model
03:27 – The history
04:30 – Performance
05:55 – The market
07:30 – The growth strategy
08:38 – The investment case
The Artisanal Spirits Company plc is the owner of The Scotch Malt Whisky Society (SMWS), the leading curator and provider of premium single cask Scotch malt whisky and other spirits for sale primarily online to a discerning and passionate global membership.
SMWS was founded in Edinburgh in 1983 by Philip "Pip" Hills as a way for its members to discover and celebrate single malt whisky straight from the cask. The single cask, single malt Scotch whiskies sold by SMWS fall exclusively within premium and above price bands, and are available exclusively to members of SMWS, with each release being limited in supply to the volume extracted from the source cask.
In 2015, The Artisanal Spirits Company acquired SMWS from Glenmorangie (part of the LVMH group). Today, SMWS has a presence in over 30 international markets, including the US and China, and celebrates 28,000 members globally.
Wednesday May 19, 2021
Wednesday May 19, 2021
Trond Willikson, CEO and Septima Maguire, CFO present the H1 results, the strategy and the outlook.
Trond Willikson, CEO
00:18 Introduction
00:59 H1 2021 Highlights
Septima Maguire, CFO
08:17 Financial highlights
Trond Willikson, CEO
14:40 FY21 Outlook
Benchmark Holdings plc is engaged in the provision of aquaculture health, genetics and nutrition. The Company’s segments include genetics, advanced nutrition and health. The Company develops products that helps fish and shrimp to improve their sustainability and profitability by improving yield, quality, and by reducing mortality. The Company’s products include high genetic quality ova for salmon, shrimp and tilapia, and breeding, program, specialist feeds for early stage shrimp and fish; probiotics, biocides and medicines.
Friday May 14, 2021
Friday May 14, 2021
A results season overview by David Thornton, Editor of Growth Company Investor and ex Fund Manager. David has interviewed 129 companies so far in 2021. He is bullish about how companies are performing expecting many to upgrade as the year goes on. For investors, he suggests a value and recovery theme rather than growth stocks. He shares his insight on six companies that have stood out for him, interestingly four have been interviewed or presented on piworld, which we link to below.
00:43 What’s been the general theme of company results?
04:37 MISSION (TMG)
08:17 Tracsis (TRCS)
11:54 Quixant (QXT)
17:03 Belvoir (BLV)
21:08 The Property Franchise Group (TPFG)
21:59 Medica (MGP)
27:20 Somero (SOM)
Links to results from companies featured by both piworld and mentioned by David:
MISSION (TMG) Full Year 2020 results overview
https://youtu.be/Zmpxr1RPi0U
Tracsis (TRCS) 2021
Interim results presentation: https://youtu.be/3nVTcPU36ZQ
Interim results overview: https://youtu.be/aEQ_PTO1758
Quixant (QXT) Full year 2020 results overview
https://youtu.be/Xc9_YYaoyiQ
The Property Franchise Group (TPFG)
Full year 2020 results presentation: https://youtu.be/WNorQSjObI8
Full year 2020 results overview: https://youtu.be/tZrV3xeyivE
Somero (SOM) Full year 2020 results presentation
https://youtu.be/STMuRAadx08
About David Thornton: Following an extensive career in the City David is Editor & Owner of Growth Company Investor (GCI), an excellent publication about Small Cap Shares. David, graduated 1982 and went into the City as a trainee UK equity investment analyst with an insurance company. 1985 started managing money at Br Gas pension fund. 1987-04 fund manager at Henderson. Spent 4 years doing US equities before returning to UK desk. 2006-12 launched and ran an East European fund at a hedge fund boutique (Russia, Turkey, Poland, Hungary, Greece etc). Doing these markets turned out to be good training for looking at the nether reaches of AIM which was his next job! 2013 onwards – financial journalism focused on UK small caps. Initially Redhot Penny Shares newsletter (part of MoneyWeek) and since 2015 Growth Company Investor (GCI). In September 2020 David acquired GCI from the original owners, Bonhill plc.
www.growthcompany.co.uk
Twitter: @growthcompany
Thursday May 13, 2021
Thursday May 13, 2021
Daemmon Reeve, CEO and Richard Hope, CFO outline H1 results where they have seen revenue up 13.5%, with gross profit margin up 880bps; very strong growth has been enjoyed from the ‘healthier living’ categories. Good trading momentum continues with encouraging order book levels and further growth opportunities. Profit before tax and exceptionals for the current year is expected to be at least £20m, exceeding the current consensus of £18m.
Daemmon Reeve, CEO
00:16 – Introduction
01:26 – Growth Drivers
06:21 – ESG
Richard Hope, CFO
08:00 – Financial Highlights
Daemmon Reeve, CEO
14:38 – Case Study: Hard Seltzers
19:26 – Market Trends
21:48 – Partnership Model
23:10 – UK Site Relocation
26:24 – Current Trading & Outlook
Daemmon Reeve, CEO
Richard Hope, CFO
27:58 – Q&A
Daemmon Reeve, CEO
56:01 – Closing Remarks
Treatt PLC is a United Kingdom-based ingredients manufacturer and solutions provider to the flavor, fragrance and consumer goods markets. The Company’s geographical segments include United Kingdom, Rest of Europe, The Americas and Rest of the World. The Company’s products include Essential oils, Citrus, Treattarome, Functional ingredients, Chemicals, Organic essential oils, Vegetable oils and Treatt brew solutions. Its Essential oils include Amyris Oil, Angelica Oil and Aniseed Oil. Treattarome products include Pineapple Treattarome, Honey Treattarome and Cucumber Treattarome. Its Citrus products include citrus oils, CitrustT, TreattZest and Citrus add-back range. Its Functional ingredients include beverage specialties, fragrance ingredients and sugar reduction products. Its chemicals include aroma chemicals, natural chemicals and Treatt Flavour Wheel. Its Vegetable oils include Borage Oil and Baobab oil. Its organic essential oils include Organic Aniseed Oil and Organic Lime Oil.
Tuesday May 11, 2021
Tuesday May 11, 2021
Mark Briffa, CFO outlines AIR's FY21 results giving more colour across the different divisions, and updates on how the new financial year has started.
00:35 Overview of 2021
02:16 Current trading
04:06 The USA region
05:58 The outlook
Air Partner PLC is a United Kingdom-based aviation services company. The Company provides worldwide solutions to industry, commerce, governments and private individuals. The Company has two divisions: Charter division comprising air charter broking and remarketing and the Air Partner Safety & Security division comprising the aviation safety consultancies, Baines Simmons, Clockwork Research and SafeSkys, as well as Air Partner's Emergency Planning Division. In addition, for reporting purpose, the Company is structured into four divisions: Commercial Jets, Private Jets, Freight (Charter) and Air Partner Safety & Security (Baines Simmons, Clockwork Research, SafeSkys and Air Partner's Emergency Planning Division).
Friday May 07, 2021
Friday May 07, 2021
We join Edmund Shing again to introduce us to funds, how we should construct a portfolio with funds, and what we should look for. A great introduction to the basics for any newbie investor.
1:02 What are your thoughts on using funds to invest?
04:20 When would you use a managed fund/unit trust?
05:25 How do you diversify your risk across asset classes?
07:07 How do I select funds?
10:56 How do you select an ETF?
13:17 Are there any ETF brand names that we should be more inclined to invest in?
14:53 How do I select an Investment Trust?
17:57 How many funds do you suggest someone starts off with?
20:18 Engaging your children in funds?
Edmund Shing: Introducing your kids to investing - Part 1 can be seen here.
Edmund on Twitter: @TheIdleInvestor
Edmund Shing has over 25 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris. Since 2015, he has held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London.
Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology. He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.
Thursday May 06, 2021
Thursday May 06, 2021
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.
Tuesday May 04, 2021
Tuesday May 04, 2021
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
Friday Apr 30, 2021
Friday Apr 30, 2021
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.
Friday Apr 30, 2021
Friday Apr 30, 2021
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
Tuesday Apr 27, 2021
Tuesday Apr 27, 2021
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.
Friday Apr 23, 2021
Friday Apr 23, 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.
Friday Apr 23, 2021
Friday Apr 23, 2021
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.
Thursday Apr 22, 2021
Thursday Apr 22, 2021
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.
Wednesday Apr 21, 2021
Wednesday Apr 21, 2021
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.
Friday Apr 16, 2021
Friday Apr 16, 2021
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.
Wednesday Apr 14, 2021
Wednesday Apr 14, 2021
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.
Wednesday Apr 14, 2021
Wednesday Apr 14, 2021
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.
Tuesday Apr 13, 2021
Tuesday Apr 13, 2021
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.
Monday Apr 12, 2021
Monday Apr 12, 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.
Friday Apr 09, 2021
Friday Apr 09, 2021
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.
Thursday Apr 08, 2021
Thursday Apr 08, 2021
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.
Tuesday Apr 06, 2021
Tuesday Apr 06, 2021
Personal Group Holdings' (PGH) CEO Deborah Frost and CFO Sarah Mace present FY20 results for the year ending 31st December 2020.
Deborah Frost, CEO
00:17 – Introduction
01:19 – Overview
Sarah Mace, CFO
05:54 – Financial overview
15:19 – Outlook
Deborah Frost, CEO
16:09 – Strategic and operational review
Deborah Frost, CEO Sarah Mace, CFO
34:55 – Q&A
Deborah Frost, CEO
48:58 – Closing remarks
Personal Group Holdings PLC (PGH) is a United Kingdom-based company engaged in transacting employee benefits related business, including short-term accident and health insurance and the provision of salary sacrifice technology products in the United Kingdom. The Company's segments include Core Insurance, IT Salary Sacrifice, Mobile and Other. The Core Insurance segment is engaged in the underwriting by Personal Assurance Plc (PA) of insurance policies that are bought by employees of host companies through bespoke benefit programs. The IT salary sacrifice segment refers to the trade of Lets Connect, a salary sacrifice technology. Mobile segment refers to the trade of PG Mobile Limited, a mobile phone salary sacrifice company set up from the trade and assets of shebang Technologies. The Other segment consists of Berkeley Morgan Group (BMG) and its subsidiary undertakings and Personal Management Solutions (PMS).
Monday Mar 29, 2021
Monday Mar 29, 2021
TRB management team Mark Pickett, CEO & Paul Simpson, CFO present FY20 results to analysts. 2020 was a year of evolution and operational progress. 2021 has started with increased revenue visibility, a strengthened position in South East Asia, and a considerably expanded addressable market through the launch of Tribal Cloud and the imminent launch of Tribal Edge Admissions. To date, the group is trading in line with expectations and is confident to execute against their strategic roadmap.
Mark Pickett, CEO
00:19 – Overview of 2020
Paul Simpson, CFO
07:22 – Financial highlights
Mark Pickett, CEO
16:04 – Challenges & Opportunities
20:27 – Strategy
28:05 – ESG
29:13 – Summary & Outlook
Tribal Group plc is a United Kingdom-based company, which provides software and services for education management. The Company's segments include Product Development and Customer Services (PD&CS), Implementation Services (IS), Professional and Business Solutions (PBS) and Quality Assurance Solutions (QAS). The PD&CS segment represents the delivery of software and subsequent maintenance and support services. The IS segment represents the activities through which it deploys and configures software for its customers. The PBS segment represents a portfolio of performance improvement tools and services, including analytics, benchmarking and transformation services, and the QAS segment represents inspection and review services, which support the assessment of educational delivery. Its products and services include license and development, implementation, maintenance, professional and business solutions, quality assurance solutions and other systems related.
Monday Mar 29, 2021
Monday Mar 29, 2021
Chris Lee, CEO & Claire Thomson, CFO present PEBB full year 2020 results followed by Q&A. Brand Addition was obviously hit by CV19 on the Corporate side although the Consumer Promotions side was robust. Total invoiced year to date, +10% v 2020. Facilisgroup continues with management's internal aspiration to achieve recurring revenues in excess of $50m by 2024. Listen to the full presentation here.
Chris Lee, CEO
00:17 – Introduction
01:19 – Overview
Claire Thomson, CFO
04:46 – Financial highlights
Chris Lee, CEO
13:40 – Facilis business model
16:42 – KPI’s
21:11 – New software assets
26:48 – Brand addition business model
Claire Thomson, CFO
28:52 – Revenue breakdown
Chris Lee, CEO
34:22 – ESG
36:39 – Outlook
Chris Lee, CEO & Claire Thomson, CFO
38:00 – Q&A
Chris Lee, CEO
41:55 – 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.
Monday Mar 29, 2021
Monday Mar 29, 2021
JDG management team David Cicurel, CEO, Brad Ormsby, FD & Mark Lavelle, COO, present the results for the full year 2020. Overall the group was impacted by CV19, although each company in the group experienced it differently. By the year-end, the group’s organic order book had recovered to 14 weeks (2019: 13.2 weeks). There were three acquisitions during the period. Hear the full details here.
David Cicurel, CEO
00:41 – Overview
04:09 – Key messages
06:52 – Covid-19 Update
Brad Ormsby, FD
08:45 – Performance review
David Cicurel, CEO
20:56 – Growth strategy
24:30 – Acquisitions
Mark Lavelle, COO
32:39 – Post acquisition
David Cicurel, CEO
39:39 – Outlook & Investment case
Mark Lavelle, COO & Brad Ormsby, FD
43:20 – Q&A
David Cicurel, CEO
53:46 – Closing remarks
Judges Scientific plc is a United Kingdom-based company, which is engaged in the acquisition and development of a portfolio of scientific instrument businesses. The Company’s activities are predominantly in or in support of the design and manufacture of scientific instruments. Its segments include Materials Sciences and Vacuum. Its subsidiaries include Armfield Limited, engaged in the design and marketing of engineering equipment and research instruments; Fire Testing Technology Limited, which is engaged in the design, manufacture and service of instruments that measure the reaction of various materials to fire; Scientifica Limited, which offers micropositioning equipment, microscopes and advanced imaging systems used in electrophysiology and neuroscience; Quorum Technologies Limited, which manufactures scientific instruments primarily used for electron microscopy sample preparation, and Sircal Instruments (UK) Limited, which designs, manufactures and distributes rare gas purifiers.
Friday Mar 26, 2021
Friday Mar 26, 2021
Richard Fairman, CEO, Robin Alfonso, CFO and Ben Jacklin, COO present the CVSG interim results to analysts.
Richard Fairman, CEO
00:18 Introduction
01:09 H1 highlights
01:55 UK Pet Market
03:45 Integrated model
07:15 Trading with CV19
10:15 Acquisitions
Robin Alfonso, CFO
10:55 Financial review
Ben Jacklin, COO
16:30 Operational update
Richard Fairman, CEO
22:15 Outlook
Q&A 24:16
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, haematology, 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.
Thursday Mar 25, 2021
Thursday Mar 25, 2021
Jim Shears, CEO and Phil Ratcliffe, Group Commercial Director present FY20 results. Revenues were down, in part, due to less FOB business but profit was significantly up due to higher margins. The improved margins were achieved by a higher margin product mix, careful cost control, and reduced operating costs. CV19 has had a massive impact on both supply and demand, sometimes for the better or the worse, with a net positive effect. This is a really comprehensive presentation to understand the moving parts.
00:00 - Opening
Jim Shears, CEO
00:36 - Operational highlights
10:48 - Financial highlights
Phil Ratcliffe, Group Commercial Director
15:08 - 2020 Review
19:25 - Elements of the business
24:43 - Summary
25:08 - 2021 Challenges
27:18 - Outlook
Jim Shears, CEO
31:54 - Closing remarks
32:36 - Q&A
Tandem Group plc is a holding company. The Company is engaged in the design, development, sourcing and distribution of sports, leisure and mobility equipment. The Company operates in two segments: Bicycles, bicycle accessories and mobility, and Sports, leisure and toys. The Company's subsidiaries include Tandem Group Cycles Limited, which is engaged in the design, development, sourcing and distribution of sports, leisure and toy products; MV Sports & Leisure Limited, which is engaged in the design, development, sourcing and distribution of bicycles and accessories; Pro Rider Limited, which is engaged in the design, development, sourcing and distribution of mobility and leisure products, and E.S.C. (Europe Limited), which is engaged in the design, development, sourcing and distribution of leisure products.
Wednesday Mar 24, 2021
Wednesday Mar 24, 2021
Simon Stilwell, CEO and Sarah Thompson, CFO present the FY20 results. After a strong start to 2020, CV19 led to change in the operating environment, which transitioned the business to an increasingly digital-first business, with virtual events and product and revenue opportunities across the Group. BONH are confident of revenue growth of c 12% in 2021 and EBITDA of c £1.2m, ex any Government support. They have had a good start to 2021.
00:00 – Opening
Simon Stilwell, CEO
00:37 – Introduction
02:07 – Operational highlights
Sarah Thompson, CFO
03:15 – Financial highlights
Simon Stilwell, CEO
05:13 - Covid-19 Response
Sarah Thompson, CFO
06:58 – Covid-19 Cost saving
08:38 – Financial statement
Simon Stilwell, CEO
10:04 – Event Analysis
15:54 – Operational update
Sarah Thompson, CFO
16:45 – Post Covid opportunities
Simon Stilwell, CEO
18:00 – Summary
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, Growth Company Investor, Information Age, GrowthBusiness.co.uk and What Investment.
Tuesday Mar 23, 2021
Tuesday Mar 23, 2021
Tim Mason, CEO and Lucy Sharman-Munday, CFO present the H1 21 results to analysts. Although CV19 has impacted an element of their customer base, and hence the growth rate in the short-term, it's highlighted the need for retailers to digitally engage with their customers. Overall, they are confident in their offering, and the increased opportunity, and believe there is considerable potential for expansion.
Tim Mason, CEO
00:00 – Opening
03:03 – Introduction
07:39 – Client pain points
08:13 – Executive summary
Lucy Sharman-Munday, CFO
20:23 – Financial update
Tim Mason, CEO
30:30 – Strategic update
31:32 – Outlook
52:32 – Q&A
53:23 – Closing remarks
Eagle Eye Solutions Group plc is a software as a solution (SaaS) technology company. The Company is engaged in the marketing, validation and redemption of digital promotions in real-time for the grocery, retail and hospitality industries. The Company's software platform, Eagle Eye AIR, integrates with all existing point of sale (POS) systems and creates digital offers, rewards and vouchers then delivers them to customers by e-mail, text or through a loyalty application for instant redemption. Eagle Eye AIR enables brands and merchants to set up targeted campaigns, choosing various media channels to reach specific demographics. Eagle Eye AIR captures real-time data on consumer activity and campaign success. Eagle Eye Promote is a rules-based platform for brands and retailers, which creates, builds and manages their promotional campaigns. Eagle Eye Gift allows tracking of gift vouchers, including redemption data. Eagle Eye Reward supports and enables the digitization of loyalty schemes.
Tuesday Mar 23, 2021
Tuesday Mar 23, 2021
Jack Cooney, CEO, John Yuncza, CFO & Enzo LiCausi, VP of Finance outline the results for the period. They achieved a balance between short-term requirements due to CV19 while advancing their long-term strategy. They introduced three new products that contributed immediately to the current year figures and completed expansions of the operation and training facilities, laying the foundation for future growth. The period closed with the strongest cash position in the company's history and they are well positioned to make investments for long-term growth in new and existing markets.
Jack Cooney, CEO:
00:00 Introduction
00:26 2020 in review
John Yuncza, CFO:
02:40 Financial Highlights
04:05 Sales by Territory
08:15 Sales by Product
Enzo LiCausi, VP of Finance:
12:00 Operating Results
14:20 Financial position
15:35 Cash Flows
17:19 Dividend
John Yuncza, CFO:
18:20 Global Growth Strategy
20:05 New products
22:15 Products and Applications
23:33 Training & Expertise
24:20 2021 Outlook
27:00 Q&A
Jack Cooney, CEO:
47:45 Closing remarks
Somero Enterprises, Inc. is a manufacturer of laser-guided equipment. The Company's equipment automates the process of spreading and leveling volumes of concrete for commercial flooring and other horizontal surfaces, such as paved parking lots in North America. The Company's products include S-22E, S-15R, S-15M, STS-11M, S-840, S-485, CopperHead XD 3.0, Mini Screed C, PowerRake 3.0, 3-D Profiler and SiteShape. Its Somero Floor Levelness System monitors Laser Screed performance, operator performance and reports alert percentages of issues. The Somero SiteShape System allows for grade shaping automatically using users' motor grader, dozer or other grading machine. The Somero 3-D Profiler System allows automatic paving of contoured sites using a Somero Laser Screed equipment. The CopperHead XD machine encounters applications, such as chaired rebar, low slump and poor subgrades. The Somero eXtreme Platform (SXP) allows users use their Laser Screed equipment.
Tuesday Mar 23, 2021
Tuesday Mar 23, 2021
Patrick Moloney, CEO, Nick Rowles-Davies, Executive Vice Chairman, and Mary Gangemi, CFO outline the interim results for H1 21. During the period they continued to build scale. They continue to receive an increased flow of quality applications. And, the market conditions are increasing the demand for dispute finance.
Patrick Moloney, CEO
00:00 Start
00:40 H1 highlights & progress on priorities
08:12 Building scale
Mary Gangemi, CFO
11:15 Financials
Patrick Moloney, CEO
13:22 Current portfolio of direct investments
15:26 LCM Global Alternative Returns Fund
16:27 Combined portfolio profile
23:26 US$50m credit facility
Nick Rowles-Davies, Executive Vice Chairman
26:10 Market conditions
29:10 Outlook
Patrick Moloney, CEO
33:00 Summary
34:23 Q&A
Litigation Capital Management Limited is engaged in the business of providing litigation financing and ancillary services to enable the recovery of funds from legal claims. The Company focuses on financing and management of Litigation Projects. The Company has provided litigation financing to over 40 Completed Litigation Projects, which consisted of approximately 190 cases. The Company sources the majority of its Litigation Projects through referral networks within the Australian legal, accounting and insolvency sectors. Insolvency practitioners represent a source of work as do solicitors within Australian firms who refer insolvency and commercial claims to it. It also receives direct applications. When considering whether to finance a Litigation Project, the Company undertakes analysis of the quantum of the Gross Claim Size and potential Recovery as compared to the likely costs and financing commitment required. The Company's subsidiary is LCM Litigation Fund.
Friday Mar 19, 2021
Friday Mar 19, 2021
Andy Thorburn, CEO & Peter Southby, CFO give an overview of the year to analysts. Although Covid has meant revenue was flat, the recurring revenue, cash flow and reported operating profit increased. Behind the scenes, Covid has been a catalyst for change, leading to a more rapid adoption of digital health care. Recurring revenue was up 4%, representing 82% of total revenue. £28m of new business delivered in the year and strong cash position of £53m. Current trading in line with expectations, with a good pipeline of opportunities. Emis expect to return to growth in 2021, with new product developments leading to opportunities for higher growth levels in 2022 and beyond.
Andy Thorburn, CEO
00:17 – Introduction
Peter Southby, CFO
02:42 – Financial Highlights
04:02 – Income Statement
06:03 – Segmental Analysis
07:08 – Revenue Analysis
08:13 – Cashflow
09:50 – Balance sheet
10:20 – Guidance
Andy Thorburn, CEO
12:37 – Operational review
14:20 – COVID-19 response
15:47 – Engaging with customers
16:56 – Engaging with our team
20:31 – Executing our roadmap
21:42 – The changing healthcare market
22:00 – NHS restructure
23:16 – New & emerging opportunities
25:28 – EMIS connected care
32:39 – Summary & 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.
Friday Mar 19, 2021
Friday Mar 19, 2021
This video can be seen at: https://www.piworld.co.uk/2021/03/19/parsley-box-meal-ipo/
Kevin Dorren, CEO outlines Parsley Box's business, which is to IPO on AIM on 31st March. Parsley Box is a UK, Direct to consumer ready meal provider who target the Baby Boomer+ demographic. The capital light business model and scalable platform has enabled a CAGR of 248% from FY18 to FY20. Going forward they are looking to capitalise on the structural shift in the Grocery market to online shopping, an increased prevalence of D2C, and the growing Baby Boomer+ demographic.
00:00 – Opening & disclaimer
00:14 – Introduction
01:08 – The product
02:05 – The market
02:33 – The direct to consumer model
03:15 – Investing for growth
03:49 – The investment case
Thursday Mar 18, 2021
Thursday Mar 18, 2021
Rhona Driggs, CEO & Tim Anderson, CFO give an overview of the 2020 full year results.
Rhona Driggs, CEO
00:32 Overview of the period
Tim Anderson, CFO
01:58 Overview of the financials
Rhona Driggs, CEO
03:30 Highlights of the period
04:55 The outlook
Empresaria Group plc is a United Kingdom-based international specialist staffing company. The Company’s principal activity is the provision of staffing and recruitment services. The Company is organized across three regions: UK, Continental Europe and Rest of the World and operates across seven key sectors. The Company targets a balanced and diversified spread of operations across its regions and sectors. The Company also targets professional and specialist job levels where its brands can offer value added services to clients. The Company has three main service lines, temporary recruitment, permanent recruitment and offshore recruitment services. The Company’s offshore recruitment services represents a range of different recruitment services and provides training services in South East Asia. The Company’s brands include Alternattiva, Ball and Hoolahan, Become, FastTrack and Greycoat. It has operations in 21 countries.