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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
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.
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.