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Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk
Episodes
Tuesday 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.
Wednesday Mar 17, 2021
Wednesday Mar 17, 2021
This video can be seen at: https://www.piworld.co.uk/2021/03/17/kape-kape-fy20-results-presentation/
Ido Erlichman, CEO & Moran Laufer, CFO present the FY20 results showing strong revenue growth, EBITDA ahead of expectations and improved profitability underpinned by organic growth initiatives. Looking forward they are confident and anticipate revenues of between $197-202m and adj EBITDA of between $73-76m.
00:00 – Opening
Ido Erlichman, CEO & Moran Laufer, CFO
00:17 - 2020 highlights
Ido Erlichman, CEO
04:00 – The Market
05:54 – Product development
07:13 – PIA integration
09:00 – Growing subscriber base
Moran Laufer, CFO
09:50 – Income statement
12:09 – Cashflow
Ido Erlichman, CEO
14:54 – Acquisition of Webselenese
17:39 – Growth strategy
19:55 – Guidance
20:27 – Summary
Kape Technologies PLC, formerly Crossrider plc, is a United Kingdom-based online distribution and digital product company. The Company operates through three segments: App Distribution, Media, and Web Apps and License. Through the App Distribution segment, the Company offers Reimage, a computer repair software; DriverAgent, a driver repair software; CyberGhost, a virtual private network solution, and associated services. The Company’s Media division provides media and advertising technology services that include media buying, ad agency services, and ad serving technologies. It offers Ajillion, a mobile ad server and exchange; Definiti Media, an advertisement network, and crossmob, a mobile marketing application. Through the Web Apps and License division, the Company licenses web apps monetization platform and associated technologies.
Wednesday Mar 17, 2021
Wednesday Mar 17, 2021
Mark Dorman, CEO and Alex Smith, CFO update on Q1, and discusses the broader trends in the recruitment market.
Mark Dorman, CEO
00:00 Introduction
00:35 Q1 - An overview
Alex Smith, CFO
02:10 Q1 - Trading
04:50 Q1 - Regional Performance
07:18 Continued strong positioning
Mark Dorman, CEO
08:10 Strengthening of key themes
11:40 Remaining well positioned
12:30 More demand for talent
14:15 Summary
15:05 Q&A
26:30 Closing Remarks
Three 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 Mar 16, 2021
Tuesday Mar 16, 2021
Patrick Moloney, CEO, gives an overview of LIT’s H1 21 results and what to expect looking forward.
00:34 Key highlights
03:27 Financial overview
05:48 Challenges of 2020
07:49 The outlook
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 Pty Ltd.
Friday Mar 12, 2021
Friday Mar 12, 2021
Quentin Higham, Chief Executive and Tom Carter, CFO present interim results followed by Q&A. They outline the transformation strategy to grow BAR to a £50m revenue business within 5 years.
Quentin Higham, Chief Executive & Tom Carter, CFO
00:17 Introduction
Quentin Higham, Chief Executive
03:35 Overview
Tom Carter, CFO
07:00 Financial highlights
Quentin Higham, Chief Executive & Tom Carter, CFO
16:00 Project 50
Quentin Higham, Chief Executive
21:40 Super Facialist
22:50 DTC
25:05 M&A
26:15 Outlook
27:28 Q&A
37:16 Closing remarks
Brand Architekts Group plc, formerly Swallowfield plc, is a United Kingdom-based company that is engaged in the beauty brands business. The Company has a portfolio of brands including in skincare, haircare, bodycare, bathing, men's, gifting and accessories. The Company’s brands include Super Faclalist, Dirty Works, Kind Natured, Fish Soho and Dr SALTS. Super Facialist is a skincare range suitable for everyone, it combines natural extracts, scientific ingredients and exquisite aromas. Dirty Works is a British brand and the range includes a mix of beauty products. The Dr SALTS range is comprised of bath and shower products that includes the therapeutic benefits of the Dead Sea, Himalayan and Epsom Salts. The Company has presence across other European Union countries and rest of the world.
Friday Mar 12, 2021
Friday Mar 12, 2021
Samarkand are a cross-border eCommerce technology and retail group focusing on connecting Western Brands with China. In this presentation management outline Samarkand's background, what they do and how they intend to use the funds raised.
00:00 Introduction by Tanith Dodge, Independent Non Exec Chairperson
David Hampstead, Founder & CEO
01:50 History
03:10 About Samarkand
03:55 Team
05:40 Chinese e-commerce space
06:10 The Nomad platform
Simon Smiley, Founder & COO
19:40 Brand partners
19:55 Buy in the West - Build in the East
Eva Hang, CFO
23:30 Financial Highlights
25:50 Use of Funds
26:35 Cap Table
David Hampstead, CEO
27:00 Investment Summary
30: 00 Q&A
52:00 Closing statements
More about Samarkand: SMK is a cross-border eCommerce technology and retail group focusing on connecting Western Brands with China, the world's largest eCommerce market. The Group has developed a proprietary software platform, the Nomad platform, which is integrated across all necessary touch-points required for eCommerce in China including eCommerce platforms, payments, logistics, social media and customs. The Nomad platform is the foundation on which the Group's Nomad technology and service solutions are built. The core products include Nomad Checkout, Nomad Storefront, Nomad Commerce, Nomad Distribution and Nomad Analytics.
The Company's current customer base comprises leading European brands such as 111SKIN, Shay & Blue, Omorovicza, ICONIC London, Philip Kingsley, Temple Spa, Zita West Products and Planet Organic. Samarkand has also successfully grown its own brand, Probio7, acquired in December 2017.
Founded in 2016, Samarkand is headquartered in London, UK with an office in Shanghai employing over 90 staff.
For further information please visit https://www.samarkand.global/
Friday Mar 12, 2021
Friday Mar 12, 2021
Begbies Traynor Group Executive Chairman Ric Traynor and Group Finance Director, Nick Taylor present the acquisition of David Rubin & Partners and the fund raise.
Rick Traynor, Group Executive Chairman
00:00 Introduction
00:58 Highlights
01:52 Acquisition of David Rubin and partners (DRP)
03:06 Reasons for and benefits of acquisition
04:31 Integration plans
Nick Taylor, Group Finance Director
05:30 Terms of the acquisition and financials
07:41 Material increase in scale of the group
Rick Traynor, Group Executive Chairman
08:18 Summary - positive outlook and acquisition opportunity
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.
Thursday Mar 11, 2021
Thursday Mar 11, 2021
Mark Adams, CEO gives an overview of Attraqt's full year 2020 results, how they're delivering on their strategic priorities and how he sees the outlook.
00:33 FY20 overview
02:40 Aleph
04:44 The market
05:40 Delivering on strategic priorities
08:38 The outlook
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.
Wednesday Mar 10, 2021
Wednesday Mar 10, 2021
Ultra (ULE) Full Year 2020 results presentation given 9th March 2021, by Simon Price, CEO & Jos Sclater, CFO.
Simon Price, CEO
00:00 Start
01:29 2020 unlocking the underlying strengths of Ultra
02:25 Strategic progress
06:08 Growth through 2020
20:08 2021 final guidance
Jos Sclater, CFO
07:44 Operational & Financial highlights
Simon Price, CEO
21:55 Focus, Fix, Grow
28:25 Outlook
40:00 Q&A
1:06:54 Closing Statement
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.
Tuesday Mar 09, 2021
Tuesday Mar 09, 2021
Headlam Group (HEAD) Full Year 2020 results presentation given by Steve Wilson, CEO & Chris Payne, CFO.
00:00 Introduction
02:09 Overview
04:53 Financial Highlights
15:46 Operational Improvement Program
27:56 ESG Strategy
30:22 Trading outlook
32:18 Summary
Headlam Group Plc is a United Kingdom-based company, which is engaged in the marketing, supply and distribution of a range of floorcovering products. The Company's operations are focused on providing customers, principally independent floorcovering retailers and contractors, with a range of floorcovering products supported by a next day delivery service. The Company operates through 56 operating segments in the United Kingdom and five operating segments in Continental Europe. Each operating segment is a trading operation aligned to the sales, marketing, supply and distribution of floorcovering products. The Company's activities and facilities are located throughout the United Kingdom, France, Switzerland and the Netherlands. Its business in France operates from approximately two distribution centers and over 20 service centers, and the businesses in Switzerland and the Netherlands each operate from a single distribution center.
Friday Feb 26, 2021
Friday Feb 26, 2021
Edmund is CIO at BNP Paribas Wealth management. He talks to us about his approach to investing, which he’s been doing since he was 14 years old. Today, he targets a 20%+ return pa. We learn more about his asset allocation, how he selects investments, some of his top holdings, and his outlook for the retail market and equities. An engaging and informative interview. Thank you Edmund!
00:32 Edmund’s background
02:53 Edmund’s investing journey
03:54 The Idle Investor, the book
04:50 Performance
06:35 Asset allocation
07:19 Property
08:12 Commodities
10:49 Equity selection
12:35 Top holdings: Mpac (MPAC), Caledonia Mining (CMCL); Sylvania Platinum (SLP)
14:00 Equities to ETFs
14:14 ETFs: Semi Conductor; Video Games & eSports
15:26 Cybersecurity: Intercede (IGP); Kape (KAPE)
17:24 Renewable Energy Infrastructure: Gresham House Energy Storage Fund (GRID)
18:36 Retail investor environment
20:44 Equities outlook for 2021
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 Feb 25, 2021
Thursday Feb 25, 2021
Various Eateries (VARE) FY20 results overview with Andy Bassadone, Chairman, Yishay Malkov, CEO & Oli Williams, CFO, who outline the business, and the opportunities in the post CV19 world. They are an experienced management team, confident in their brands with a strong balance sheet. They face a market of pent-up demand, less competition, a massive choice of sites and great talent. They say they are ‘a coiled spring ready to pounce!’
Andy Bassadone, Chairman
00:35 Who are Various Eateries?
01:17 The team
02:53 The opportunity
Yishay Malkov, CEO
06:22 Key highlights
Oli Willliams, CFO
08:54 Financial highlights
Andy Bassadone, Chairman
10:33 Outlook
Various Eateries PLC is a United Kingdom-based company that owns, develops and operates restaurant sites. The Company operates its restaurant business under Coppa Club and Tavolino brands across ten locations. Coppa Club is a multi-use, all-day concept that combines restaurant, terrace, cafe, lounge, bar and work-spaces together. The Tavolino, is an Italian food restaurant brand.
Thursday Feb 25, 2021
Thursday Feb 25, 2021
Milan Patel, CEO, outlines the key drivers during the period, including new and existing customers, with SMS channels being particularly strong. Growth still comes from product innovation, strategic partnerships and geographic expansion. Digital spend is going up, accelerated by CV19. Paraag Amin, CFO, summarises the financials with 22% revenue growth, 93% of which is recurring revenue; with ebitda margin 37%; and Adj op profit 27%. Cash £27.6m. For the outlook, DOTD experiences strong trading momentum as global digital marketing spend continues to grow dramatically.
Milan Patel, CEO
00:29 H1 highlights
02:58 The market
Paraag Amin, CFO
04:14 Financial highlights
Milan Patel, CEO
06:15 Outlook
dotdigital Group Plc is a United Kingdom-based company, which is engaged in providing software as a service (SaaS) and managed services to digital marketing professionals. The Company offers dotmailer, which provides e-mail and multi-channel marketing automation platform with various tools that enable marketers to create, manage, execute and evaluate various campaigns. In addition to its automation technologies, the Company also provides multi-channel marketing consultancy and services for businesses seeking to manage customer acquisition, conversion and retention. The Company also has pre-built integrations with e-commerce platforms and customer relationship management (CRM) products, such as Magento and Salesforce. dotmailer helps in using contact data to design, test and send automated campaigns. The Company's subsidiaries include dotmailer Limited, dotsearch Europe Limited and dotmailer Inc. Through its subsidiaries, it is engaged in providing Web- and e-mail-based marketing.
Friday Feb 19, 2021
Friday Feb 19, 2021
The first virtual StockSlam was hosted by Damian Cannon, following the historical physical events in London. Over 1,350 investors joined the event live to hear 11 esteemed investors presenting their best stock idea in 3 minutes. Bite-sized nuggets to inspire your further research. Superb ideas and highly entertaining.
00:00 Start
00:18 Damian Cannon Introduction
03:35 Caledonia Mining (CMCL) - Damian Cannon
10:10 Unite (UTG) - David Brunsdon
17:15 RWS Holdings (RWS) – Nick Cotton
23:27 Braemar Shipping Service (BMS) – John Sladden
29:13 Renold (RNO) – Paul Scott
36:07 SDI (SDI) – Rebecca Stewart & Tamzin Freeman
42:11 Cake Box Holdings (CBOX) – Ed Croft
48:52 Gear4music (G4M) – Martin Flitton
55:52 Halfords (HFD) – Diarmuid O’Hare
01:02:44 Atalaya Mining (ATYM) – Edmund Shing
01:09:26 Close by Damian Cannon
The next stock slam is Wednesday 7th April, 6pm. Details to register will be found in due course on our events page.
Wednesday Feb 17, 2021
Wednesday Feb 17, 2021
TRIG FY20 results presentation, given to analysts and investors on 17/02/21 by the management team.
0:00 Start
Helen Mahy, Chairman
1:09 Introduction
2:36 TRIG 2020 Overview
Richard Crawford, Director, Infrastructure
4:18 Net Asset Value & dividends
5:17 Investments & share price performance
Phil George, Director, Infrastructure
15:34 Financial highlights
Chris Sweetman, TRIG Operations Director
18:01 Operational performance
19:42 Weather and operational highlights
Jaz Bains, Group Risk Investment Director
21:39 Value enhancements
22:41 Sustainability in practice
23:38 Positively impacting communities
Minesh Shah, Investment Director Infrastructure
24:49 Responsible investment process
Richard Crawford, Director, Infrastructure
27:53 Portfolio additions
30:47 Concluding remarks
About: The 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.
Monday Feb 15, 2021
Monday Feb 15, 2021
4basebio (4BB) lists on AIM on 17th March 2021. Heikki Lanckriet, CEO gives us an overview of the business, what it does, the market opportunity, and how it plans to capitalise on it; its capital structure, and its short-term objectives on listing.
About Heikki Lanckriet, CEO – 00:18
About 4basebio UK Societas – 01:08
Admission to AIM – 04:15
Business focus - 04:47
Genomics assets - 06:16
Where are 4BB in terms of their development - 08:05
Market opportunity - 09:34
Non-viral delivery systems 10:12
Where is 4BB in the delivery of technology? - 11:59
Commercial summary - 12:39
4BB focus – summary – 13:46
Management & Capital Structure - 15:53
Financial expectations and near term objectives - 16:13
About 4basebio
4basebio UK Societas is a specialist life sciences group focused on therapeutic DNA for gene therapies and DNA vaccines and providing solutions for effective and safe delivery of these DNA based products to patients. Its main country of operation is the UK. The Company intends to become a market leader in the manufacture and supply of high purity, synthetic DNA for research, therapeutic and pharmacological use. The principal objective of 4bb is to validate and scale its DNA synthesis process with a view to manufacturing. Good Manufacturing Practice ("GMP") grade DNA, suitable for use in gene therapies and DNA vaccines.
Thursday Feb 11, 2021
Thursday Feb 11, 2021
Charlie gives us a comprehensive overview of bitcoin. He helps us make sense of the febrile bitcoin market which is experiencing the Elon Musk's and Michael Saylor's impact. He outlines the key elements of bitcoins price, namely inflows and outflows; and more broadly talks of transaction speed; regulation; ESG credentials and more. We’re even told how we can buy our own bitcoin! Topical with this week’s market action.
Charlie’s background – 00:38
The value of bitcoin - 01:26
What should investors look for to invest in bitcoin? - 03:22
Are institutions buying now? - 08:06
What’s a fair price for bitcoin? – 09:35
The cost of production - 11:43
Is bitcoin the only crypto currency, or are there others that are significant? - 13:55
Transactions per second – 16:00
Can you see bitcoin replacing fiat currency? – 18:57
Regulation - 21:39
ESG - 24:33
How do I buy bitcoin? – 26:23
Security and access to your bitcoin - 27:43
Is there an estimate of ‘lost’ bitcoin? - 28:36
Collective instruments in bitcoin? - 30:18
Asset allocation between gold-equities-bitcoin etc? - 31:22
Where to find Charlie - 33:52
About Charlie Morris Charlie is the Chief Investment Officer at ByteTree Asset Management (BTAM) and founder of ByteTree.com. He has 23 years’ experience in fund management, where he has built a reputation for managing actively managed, multi-asset portfolios, with an emphasis on efficient diversification and risk management. Although well versed in traditional asset classes, Charlie is best known for his expertise in alternative assets, notably gold and Bitcoin. In previous roles, Charlie was the head of Multi Asset at Atlantic House Fund Management until June 2020, where he managed Total Return Fund. At the time of his departure, his fund ranked 1st out of 47 funds in the Trustnet multi-asset, absolute return sector. Before that, he was the Chief Investment Officer at Newscape (2016 to 2018) and the Head of Absolute Return at HSBC Global Asset Management until (1998 to 2015) where managed $3bn of assets. Prior to fund management, Charlie was an officer in the Grenadier Guards, British Army. Charlie is also the editor of the leading UK investment newsletter, The Fleet Street Letter (est 1938) since 2015. While not working, he can often be found somewhere in the North Sea. Contact Charlie at ByteTree.com.
Friday Feb 05, 2021
Friday Feb 05, 2021
Reg’s Investment Trust performance during 2020 played out very positively. Here, Reg follows-up on some of the Investment Trusts he mentioned in his last presentation (given May 2020), he tells us what he top sliced and what he’s bought into, his top pick, and the market outlook.
If you didn’t see the original presentation it’s worth a look. It provides a comprehensive guide to buying Investment Trusts, what they are, selection criteria, Reg’s preferences, and what to expect. Click here to watch it. For now, here’s the update:
How did investment trusts perform in 2020? – 00:33
Reg’s performance 2020 - 03:36
Performance of the cashed-up ITs - 04:53
IT laggards in 2020 - 07:34
What’s Reg been buying or selling? - 10:00
Reg’s IT picks for 2021 - 16:20
Mercia Asset Management - 17:30
The market outlook for 2021 - 20:35
Other Investment Trusts mentioned 16:28: Chrysalis Investments (CRS), Allied Minds (ALM), BP March (BPM), Schroder UK Public Private (SUPP) Tetragon Financial Group (TFG), Macu Property Opportunities (MPO), Crystal Amber (CRS), Dunedin Enterprise (DNE), EPE Special Opportunities (ESO), Hansa Investment Company (HANA)
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
Wednesday Feb 03, 2021
Wednesday Feb 03, 2021
David Meaden, CEO and Rob Grubb, CFO, present FY20 results to analysts followed by Q&A.
David Meaden, CEO
Introduction – 00:17
About Idox - 00:58
Investment case - 03:15
Delivering the strategy - 05:43
FY20 financial highlights - 06:54
Rob Grubb, CFO
Financial highlights - 08:55
Public sector – 10:57
Engineering information management - 13:45
Content, compliance & grants – 15:36
Income statement - 17:38
Balance sheet - 19:40
Cashflow – 21:02
Future guidance – 21:26
David Meaden, CEO
Operations & strategy - 23:45
Operational highlights - 24:02
Four pillars strategic framework - 25:49
ESG – 27:39
Run & fly phases - 29:02
Summary & outlook – 30:09
Q&A – 31:27
Idox plc is a supplier of specialist information management solutions and services to the public sector and to regulated asset intensive industries around the world. The Company operates through five business segments: Public Sector Software (PSS), Engineering Information Management (EIM), Grants (GRS) and Compliance (COMP). PSS segment is an application provider to the United Kingdom local government for core functions relating to land, people and property, such as its planning systems and election management software. The EIM segment delivers engineering document management and control solutions to asset intensive industry sector. The GRS segment delivers funding solutions to private and third sector customers. The COMP segment provides compliance solutions to corporate, public and commercial customers.
Wednesday Feb 03, 2021
Wednesday Feb 03, 2021
Richard Whiting, Chief Executive & Chris Belsham, Group Finance Director present NWF’s interim results (to 30.11.20), to analysts, on 2nd Feburary 2021.
Richard Whiting, Chief Executive
Introduction – 00:17
Results summary – 00:47
Impact and response to COVID-19 – 01:46
Fuels highlights – 02:47
Food highlights – 03:50
Feeds highlights – 05:12
Impact and response to Cyber incident – 06:37
Chris Belsham, Group Finance Director
Financial highlights – 07:42
Income statement – 07-50
Balance sheet- 09:23
Pension – 10:31
Cash flow – 11:36
Net debt – 12:08
Richard Whiting, Chief Executive
Strategy summary – 13:17
UK fuel market – 14:23
Acquisition activity – 14:40
Chris Belsham, Group Finance Director
Acquisition process – 16:36
Richard Whiting, Chief Executive
ESG framework – 19:14
The NWF proposition – 21:02
Summary and outlook – 22:04
Q&A – 23:11
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.
Friday Jan 29, 2021
Friday Jan 29, 2021
Tim Steer, Author of The Signs were There, and Andy Brough, Head of the UK & European, Small & Mid Cap team, at Schroders, talk through different elements of Tim’s book. They help us identify some of the red flags in company accounts, including where profits are flattered by either balance sheet assets which should appear as debits on the P&L, or with credits taken out of the balance sheet benefiting the P&L. Artfully, they take a dry subject, add some personality and humour so one learns and enjoys it!
Tim’s background - 00:33
Andy’s involvement with The Signs Were There – 01:30
What do you look at first with a set of accounts? - 03:07
Auditors - 09:30
When is it appropriate to capitalise? - 11:11
When is EBITDA an appropriate measure of profit? - 17:08
How easily can we understand a company's accounts with CV19 provisions/ adjustments? - 20:40
How do you distinguish between good & bad acquisitive companies? - 23:27
Are high levels of debt ever appropriate to achieve shareholder returns? - 27:26
Are you surprised the ease at which companies can raise funds with CV19? – 28:40
Will there be continued enthusiasm for capital raises? - 30:17
Are you optimistic for the markets in 2021 and 2022? - 31:47
ESG - 33:52
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
About Tim Steer
Tim Steer toured with Meatloaf, Diana Ross, Cheap Trick, The Cars, Thin Lizzy and The Jam as a sound engineer, and managed the Pink Floyd’s old sound and lighting system after the release of The Wall. At the time it was one of the largest systems in the world.
He then embarked on a new career and qualified as a Chartered Accountant with EY and after leaving there he became a highly rated investment analyst at HSBC James Capel and then Merrill Lynch, where he was Managing Director and Head of Research of Pan Euro Small/Mid Cap Companies. He puts his success entirely down to the excellent training he received at EY, BPP and from a partner called Richard Findlater.
In 2000 he was a founding shareholder of New Star and in 2009 he joined Artemis where he was part of the team that purchased the business back from Fortis, then part of RBS. Tim Steer was one of the most highly ranked fund managers in the UK being rated Triple A by Citywire and he ran both long and absolute return funds. At its peak he ran $4 billion of assets, a significant portion of which was held in short positions, many of which are included in his book – ‘The Signs Were There’. He has written regularly for The Sunday Times where he had an investment column, and The Sunday Telegraph.
The Signs Were There is a book that points out that for many company and share price disasters such as Autonomy, Aston Martin and Patisserie Valerie there are usually warning signs in the company’s financial statements for those who bother to look.
Thursday Jan 28, 2021
Thursday Jan 28, 2021
Alex Dorman, CEO & Alex Smith, CFO present FY20 results to analysts followed by Q&A.
Alex Dorman, CEO
Alex Smith - 00:24
Overview of the FY20 - 01:43
Execution across the period - 07:00
Alex Smith, CFO
Financials - 10:32
Alex Dorman, CEO
Strategy & outlook - 27:40
ESG - 33:34
Market outlook - 35:24
Outlook & focus going forward - 38:15
Q&A - 39:40
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.
Monday Jan 25, 2021
Monday Jan 25, 2021
This video can be seen at: https://www.piworld.co.uk/2021/01/25/sthree-stem-fy20-results-overview/
Mark Dorman, CEO & Alex Smith, CFO outline the full year results and discuss the outlook, where they believe SThree are in the best markets, taking market share, and investing to become the number one STEM talent provider in the best STEM markets.
Mark Dorman, CEO
Overview of the period - 00:23
Alex Smith, CFO
Financials – 03:32
Mark Dorman, CEO
Covid-19 - 05:30
Operational highlights - 06:26
Outlook – 07:00
SThree plc is an international staffing company, which provides specialist recruitment services in the science, technology, engineering and mathematics (STEM) industries. The Company provides permanent and contract staff to sectors, including information and communication technology (ICT), banking and finance, life sciences, engineering and energy. The Company's segments include the United Kingdom & Ireland (UK&I), Continental Europe, the USA, and Asia Pacific & Middle East (APAC & ME). The Company's recruitment brands include Computer Futures, Progressive Recruitment, Huxley and Real Staffing. The Company's other brands include Global Enterprise Partners, Hyden, JP Gray, Madison Black, Newington International and Orgtel. The Company delivers contract, permanent, projects, retained and executive search recruitment solutions. Its support and mobility services offer contracting, relocation and relevant visa support. It provides resources to support its brands with contractor services.
Friday Jan 22, 2021
Friday Jan 22, 2021
David Beech, CEO, Kate Lewis CFO & Richard King, COO present H1 results to analysts, followed by Q&A.
David Beech, CEO
Scalable business - 00:37
Track record of profit - 02:44
Key financial highlights - 04:51
Kate Lewis, CFO
Financials - 05:42
David Beech, CEO
Scaling the business – 20:31
Acquisition of OTB Eveling - 28:47
Acquisitions as a platform for growth - 30:01
Richard King, COO
Technology enabling growth - 33:28
David Beech, CEO
Summary & current trading - 42:16
Questions - 44:13
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.
Thursday Jan 21, 2021
Thursday Jan 21, 2021
Simon Stilwell, CEO discusses highlights of 2020, the impact of CV19, the opportunities, and the outlook for 2021.
Key highlights FY20 – 00:23
Financials - 01:38
Covid-19 - 03:13
Events - 06:10
2021 strategy - 08:42
The return of live events - 09:55
Outlook – 10:48
About Bonhill:
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.
Monday Jan 18, 2021
Monday Jan 18, 2021
Accrol Group H1 presentation delivered as part of the results roadshow, followed by Q&A. With Dan Wright, Executive Chairman, Gareth Jenkins CEO, & Graham Cox, Managing Director, Tissue Division.
Dan Wright, Executive Chairman
Introduction – 00:17
H1 Highlights – 00:46
Gareth Jenkins, CEO
Management Team - 02:07
Financial Highlights – 03:21
Graham Cox, Managing Director, Tissue Division
Operational improvements – 05:35
Customer base & market- 08:05
Gareth Jenkins, CEO
Margins - 09:46
Dan Wright, Executive Chairman & Graham Cox, Managing Director, Tissue Division
Cash & Debt - 11:45
LTC integration – 13:55
Dan Wright, Executive Chairman & Gareth Jenkins, CEO
Strategy update - 19:33
Gareth Jenkins, CEO
Summary – 22:53
Q&A – 25:42
Accrol Group Holdings plc, formerly Accrol Group Holdings Limited, is an independent tissue converter manufacturing toilet rolls, kitchen rolls, facial tissues and away from home products (AFH). Its AFH products include Centrefeeds, Hand Towels, Hygiene Rolls, Toilet Tissue, Wiping Rolls, Standard Jumbo and Mini Jumbo. Its Consumer Paper Products include Envirosoft, Facial Tissues, Handy, Mega, Mighty, Sofcell, Softy, Thirsty Bubbles and Triple Softy. The Company supplies a range of Independents, Discounters and Multiples, as well as a range of AFH customers throughout the United Kingdom. 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 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.
Friday Jan 15, 2021
Friday Jan 15, 2021
Ben McKeown, CFA, Investment Director at Dowgate Capital, discusses how he manages money at Dowgate. We learn some of their investing criteria, and where he sees their current opportunities. Ben tells us that Dowgate Capital’s wealth management division is a younger, more dynamic wealth manager, where they aspire to generate returns of 20% a year, more cost-effectively.
Ben’s background - 00:27
Dowgate Capital - 01:28
Top-down or bottom-up? - 02:18
Criteria of stock selection - 05:17
Alpha FX (AFX) - 06:19
Valuation – 08:32
THG (THG) - 10:23
Holding period - 13:14
Growth target - 14:50
Which sectors are you looking at? – 15:28
Recovery plays: On The Beach (OTB) - 16:17
Fintech - 17:43
Liquidity - 19:28
The future of fund management - 20:33
About Ben McKeown
Ben Started his Career at Killik & Co before joining Hargreave Hale in 2014 a boutique wealth and fund management firm led by Giles Hargreave. Canaccord Genuity Wealth acquired the business in 2018 and he became an Investment Director on a desk responsible for £750m of discretionary mandates. Not long after the acquisition Ben joined Dowgate in July 2020 and has 13 years’ experience in the industry.
Dowgate Capital: https://dowgatecapital.co.uk/
Friday Jan 08, 2021
Friday Jan 08, 2021
Andrew Hollingworth, Founder, HollAnd Advisors, discusses his investment approach and running a fund during CV19: what went well and badly, and opportunities for 2021. We get a real sense of some of the aspects of fund management.
Andrew’s background & HollAnd Advisors – 00:31
How’s the fund performed since it’s inception? – 4:57
Growth v value investing – 06:38
2020 – 10:20
Dealing with a large drawdown? – 15:52
2020, what went well? What would Andrew have changed? – 21:53
2021 opportunities – 25:05 Greggs (GRG) – 30:12
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.
Wednesday Jan 06, 2021
Wednesday Jan 06, 2021
Soraya Narfeldt (CEO), Lars Narfeldt (COO) and Andrew Bolter (CFO) give an overview of RA International and an update on current trading following December 2020's trading update.
Soraya Narfeldt, CEO
Introduction - 00:17
Soraya Narfeldt, CEO, Andrew Bolter, CFO & Lars Narfeldt, COO
What RAI do - 00:55 Clients - 03:12
Growth strategy - 05:42
RAI service verticals - 9:17
Andrew Bolter, CFO
Order Book - 12:08
The business transformation - 12:50
Soraya Narfeldt, CEO, Lars Narfeldt, COO & Andrew Bolter, CFO
ESG and Anti-bribery - 14:23
Andrew Bolter, CFO
Update on current trading - 17:57
Soraya Narfeldt, CEO Summary - 19:30
Q&A - 21:09
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.
Wednesday Dec 30, 2020
Wednesday Dec 30, 2020
Mark Slater, Chairman & CIO, Slater Investments, looks back at 2020. Codemasters (CDM) played out very well, as anticipated. The learnings repeated: in a crisis, don't panic and take advantage of it; aggressively. Finally, Mark gives us his expectations for the UK markets in 2021, which he feels are attractive.
What’s the fund’s ytd performance? – 00:38
What went well this year? - 01:44
What did you learn this year? 05:57
What are Mark Slater's expectations for the UK market in 2021? – 08:24
About Mark Slater: Mark Slater co-founded Slater Investments in 1994 with Ralph Baber and is Chairman and Chief Investment Officer of Slater Investments, Chairing the Investment Committee. The company manages a hedge fund, four unit trusts and portfolios for pension schemes, charities and high net worth individuals. Recent awards include: UK All Companies, Best 10 Year Performance – Slater Growth Fund (City of London Fund Awards 2018), “Best of British” – No 1 – Top 25 UK Fund Managers (TD Direct Investing 2017 & 2016, Best Larger UK Equity Growth Fund & Best Smaller UK Equity Income Fund – MFM Slater Growth & Income Funds (Money Observer Fund Awards 2016) and Fund Manager of the Year Awards (City AM Awards 2014). He has also received top ratings from several well-known rating agencies. Prior to founding Slater Investments, Mark worked as a financial journalist with Analyst plc and the Investor’s Chronicle. Also, in 1992, he helped research and edit a best-selling investment book “The Zulu Principle” for his father, Jim Slater, which focuses on identifying small to medium-sized growth companies. During his career, Mark has served on the boards of four public companies in which he has been a substantial shareholder. Mark has an MA in History from Cambridge University.
Tuesday Dec 29, 2020
Tuesday Dec 29, 2020
David’s performance from the lows of March to December 2020, was +99%, with a ytd performance (to 14.12.20) of +10%. Here David outlines what went well, with Tremor (TRMR), which endorses the need for patience and taking a long term view. IMImobile (IMO) didn’t go so well, selling out two weeks before their bid. However, David is sanguine, and explains running a concentrated portfolio means you have to make choices, and sometimes that means you forgo opportunities, as here. He adds, running a shorter list you should get greater long term performance. Equally he points out, some shares can ‘go to sleep’, and it’s important to remember why you bought in originally. David’s 2021 pick is Venture Life (VLG), although the chart looks weak, which David suggests might be due to a sentiment move to value. Sales are up 50% this year, and he believes the 2021 forecasts are 'simply too low'.
David’s performance ytd: +10% up 99% from the low – 00:38
What went well: Tremor (TRMR) - 02:50
Codemasters (CDM) - 06:10
What didn’t go so well: IMImobile (IMO) sold 2 weeks before the bid - 07:09
What’s David bullish about for 2021: Venture Life - 11:30
Where to find David and get your free issue of Growth Company Investor -15:19
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.
Twitter: @growthcompany
Wednesday Dec 23, 2020
Wednesday Dec 23, 2020
We interviewed Stephen back in April 2020. Now he updates us on joining Stellar Asset Management, on 1st September 2020. He discusses, what has gone well and how to avoid value traps, advising don’t buy a recovery stock unless it’s rallied significantly, citing Volex (VLX). What didn’t go so well and learnings, where he discusses Shoe Zone (SHOE). Finally, he outlines the investing case for DX Group (DX.), which is his pick for 2020. Full of wonderful analogies and humour, alongside some tremendous pearls of wisdom.
Stephen joins Stellar Asset Management - 00:39
Stellar's performance to end November 2020, (which has gone up since!) – 01:23
What’s gone well: Volex (VLX) - 02:26
What didn’t go so well, and what did you learn from that: Shoe Zone (SHOE) – 08:55
Top pick for 2021: DX Group (DX.) - 12:00
Previous piworld videos with Stephen English.
About Stephen English
Stephen is Investment Director at Stellar Asset Management. He joined Stellar in September 2020, having previously worked at Blankstone Sington since 2002, where an early grounding on the dealing desk paved the way for a fascination with markets, how the ‘invisible hand’ of supply and demand could move prices and how efficient dealing can add value.
With a background in art (good drawer/awful painter) and an interest in psychology Stephen believes that small-cap investment is more art than science. An avid student of the market, he has authored his own 12-page investment philosophy which was well received by professional and retail readers alike. When it comes to the stockmarket, Stephen says ‘when you find the key, they change the lock’ which drives a zeal for continual improvement.
Never one for fads, increasingly he feels the Qualitative aspects of investment will be a key driver of alpha, where anything Quantitative and that can be automated will be. Quality investing to Stephen is as much, if not more so, about the management of a business, and he aligns the portfolios to founders who maintain the owners’ eye and have a superior problem solving ability over peers with no alignment of interest. A strong culture is vital; after all ‘character is destiny’. Stephen also likes an aphorism or two!
With a fast-growing reputation as an independent thinker, his musings are regularly featured in the press, including What Investment, Professional Advisor and MoneyWeek. Investment is one of the purest and most rewarding endeavours in Stephen’s opinion and he is a firm believer in giving back to an industry he is so passionate about. With an irreverent style yet with deep thoughtfulness and humility.
Stephen is a CFA Charterholder, a devoted Warrington Rugby League fan and a wide-ranging reader.
Tuesday Dec 22, 2020
Tuesday Dec 22, 2020
John called the market to perfection, when we spoke to him back in April 2020. He outlines how it’s played out for him throughout the rest of the year, what went well, what went less well, and what he’s most bullish about for 2021. A sanguine thought, if he’d have done nothing this year, he’d be slightly better off than now, after all the work he's put in.
Performance ytd +16.5% - 00:49
What’s gone very well this year: Sylvania Platinum (SLP) - 05:19
SigmaRoc (SRC) - 07:57
What didn’t go so well? Selling too soon – 09:12
Which holding are you most bullish about for 2021? De L Rue (DLAR) – 13:22
Where to find John – 16:50
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 www.JohnsInvestmentChronicle.com
Monday Dec 21, 2020
Monday Dec 21, 2020
This video can be seen at: https://www.piworld.co.uk/2020/12/21/piworld-2020-round-up-leon-boros/
Leon has had an exceptional performance this year, up 37%. His top contributor is Best of the Best (BOTB) which he continues to hold. He regrets selling Games Workshop (GAW) in the 40's, but swallowed his pride and bought back recently. For 2021, he believes Wey Education (WEY) should outperform. Hopefully we'll catch up with him later in the year to hear how it plays out.
Leon’s performance ytd: +47% – 00:47
Top contributor to the performance: Best of the Best (BOTB) - 01:15
What didn’t go so well, and what did you learn from that? Games Workshop (GAW) – 05:05
In 2021, which holding are you most optimistic about? Wey Education (WEY) - 08:50
About Leon Boros
Leon is a recently retired private investor. Prior to his retirement he was founder and managing director of Equity Strategies, a boutique corporate finance firm. Leon started his career at EY where he qualified as a Chartered Accountant. Leon has been investing since his late teens. In 1993 he opened his first PEP and has since achieved annualised returns of 18.42% (to Dec 2019). Leon was previously a non-executive director of ShareSoc. Twitter: Leon Boros @Boros10
Saturday Dec 19, 2020
Saturday Dec 19, 2020
This video can be seen at: https://www.piworld.co.uk/2020/12/19/piworld-2020-round-up-paul-scott/
Paul’s achieved outstanding returns for the year, where he used hedging. Interesting flatter where he has no hedges. He highlights some great learnings both about using hedges, and separately that cheap companies can get a lot cheaper! For 2021, he is very bullish about BooHoo. Delivered in Paul’s usual charming and relaxed style. Enjoy!
Paul’s year and return ytd – 00:40
Winners for the year – 04:50
What didn’t go so well, and what did you learn from that? – 07:40
Paul’s 2021 stock pick: BooHoo (B00) – 10:50
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.
Friday Dec 18, 2020
Friday Dec 18, 2020
Richard’s had a rollercoaster of a year, in April he was down over 40% and has now recovered to c +8%, from peak to trough, up about 80%. His biggest regret, moving to almost 100% cash in March, but he got back on the horse quickly, buying Polar Capital amongst others. Hear more of his reflections and details of his 2021 pick.
Year to date performance - 00:50
What played out well in 2020: Polar Capital (POLR) - 05:15
What was your biggest mistake, & the learning? - 11:20
2021 outlook – 12:45
Novacyt (NCYT) - 13:50
2020 pick: Bloomsbury (BMY) - 15:39
About Richard in his 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 call 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 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 – manging 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.
Thursday Dec 17, 2020
Thursday Dec 17, 2020
One of a series of short interviews to round up 2020. Having spent most of the CV19 crash, cashed out and crashed out, Richard returned in top gear from June onwards. Here he tells us a few of the highlights, and his most favoured stock for 2021.
Performance year to date c+35% – 00:50
What went well? Xaar (XAR) – 02:34
What didn’t go so well? Kingfisher (KGF) - 03:49
2021 pick: Xaar (XAR) – 10:38
About Richard Crow After starting life as a milkman and ending up paralysed after a motorbike accident @ 19 years old, Richard started investing in 1982. Mainly punting penny shares and buying unit trusts all went quite well until the 1987 Black Monday Crash where he lost a third of his investments. Undeterred he returned to investing several years later and had good success in the tech boom, selling out early before most of the tech rout. Thereafter, he started investing and trading, mainly in small caps finding many multi-baggers and much greater success. He now runs a very restricted private chatroom of some 260 or so members where members discus the stock news of the day and stock merits and opinions, together with chat and banter re life, gardening, photography and more. He also has a cracking sense of humour and posts numerous great jokes and one-liners, (he wrote that bit).
Tuesday Dec 15, 2020
Tuesday Dec 15, 2020
SThree CEO Mark Dorman and CFO Alex Smith present a full year trading update and the results of their latest client sentiment survey.
Mark Dorman, CEO
Introduction – 00:17
Full year overview - 00:54
Alex Smith, CFO.
Full year trading - 05:08
Regional performance – 06:21
Positioning at year end - 07:51
Mark Dorman, CEO.
Sentiment survey – 08:51
Where we are, one year on - 09:27
Key themes - 11:37
The focus across all themes - 13:00
A more flexible and resilient workforce - 14:27
Digital transformation acceleration - 15:22
Long term secular trends - 16:31
Q&A – 16:54
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.