PIWORLD audio investor podcasts: Recent Episodes
piworld
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
This week, Progressive's Jeremy McKeown and Gareth Evams discuss the market reaction to Trump's potential intervention in the Israel-Iran conflict, as well as interest-rate "holds" from the US and UK in the face of ongoing inflationary pressure.Japan continues to confuse - and to present major risk - with high inflation and close-to-zero interest rates, while the US/Japan trade deal is still conspicuous by its absence.
Progressive client news focussed on one stock, Oxford Metrics, whose H1 results statement highlights H2 weighting along with a skew towards US academia - a market segment clearly under pressure from Trump's defunding of large chunks of US educational budgets. Smart Manufacturing growth will, over time, diversify the group away from these risks, but investors are worrying about the near-term.
Following a recent IPO, the UK now has its own version of the US-based Strategy (fka Microstrategy) - a "bitcoin treasury" business known as The Smarter Web Company. The stock has rocketed post its recent float, and Jeremy and Gareth discuss the fact that, from almost all bubbles and collapses, there are persistent changes, and some survivors...
Speaking of survivors, Thomas Moore's fund at Aberdeen has now moved to trading at a PREMIUM to its NAV - after a decade of discounts...and the fund is raising new capital.
Evidence of green shoots then, both in terms of micro-cap investor risk appetite, and investor perceptions of value at a steady and high-quality long term investment trust.
Next week looks quiet - US GDP and inflation data will allow Trump to blame "Too Late Jay" Jerome Powell (and maybe Joe Biden) although clearly events in the Middle East will be key.
Progressive's George O'Connor and Ian Robertson catch up on events in and around the UK small and mid-cap listed tech.London Tech Week - George has been out and about and is enthused about by the talk by Gary Turner and Steve Vamas of Xero fame.
More LSE departures - To read the eulogies you would think that Ricardo was the greater success story. Ricardo was just easy to explain and love. Spectris was a bit of an effort to understand but made the effort to grow. Few make the observation that WSP Global, the acquirer of Ricardo, was, not too long ago, a not-too-exciting Canadian small cap that simply had ambition, execution and its home market on its side.
Molten Ventures - the ~50% NAV discount persists. It’s complicated. It delivers NAV growth but it has a primary valuation driver, Revolut – and how do you value that?
GB Group - Whilst the revised management are getting to grips, will investors simply end up with a business model that the brokers could sell rather than one that works?
This week, Progressive's Jeremy McKeown and Gareth Evans talk about the dramatic overnight events in Iran, as Israel's actions have led to spikes in the prices of oil and gold, but not driven the usual "flight to the dollar" in any meaningful way - the USD is trading at three-year lows. Does this signal a loss of status as a safe haven, or is it simply that investors expect the conflict to be contained and localised?More broadly, we have seen the US / China trade deal being pieced together, although President Trump couldn't help himself launching some other tariff threats even as the China situation appears to be stabilising. Look for an interesting discussion next week about Jay Powell's competence if the FOMC dares to not lower rates...
On the UK front, Jeremy makes the point that the ongoing M&A departures are nowhere near to being replaced by IPOs - by a factor of 30:1, based on some work by Peel Hunt. UK stocks are disappearing at a steady (and worrying) rate - those who remain are clearly "resilient" as we discussed previously, and they're becoming more and more scarce....hopefully this scarcity makes them attractive - a positive sign for valuations among those not (yet) acquired by mainly American bidders.
We had Progressive client news from Gear4Music, who acquired some cut-price assets from a failed competitor, Idox, who saw 9% y/y growth in their order book in the H1 they reported, and Intuitive Investments Group who raised just under £10m to propel activity in Hui10, a business involved in modernising and streamlining the antiquated Chinese state lottery.
Next week we have UK inflation and a rate decision (likely no change), and the US Fed rate decision (likely no change but watch for Trump's response). Also, keep an eye on Japan - they have a rate decision on Monday and inflation data on Friday; hopefully no surprises, although as Jeremy reminds us, at some point Japan could make headlines again. In the meantime, we hope that the Middle East sees a degree of calm returning.
This week, Progressive's Jeremy McKeown and Gareth Evans describe what felt like a more normal few days, with signs of a slowing US economy and falling bond yields. This was suddenly upended by the public and bitter (and very rapid) falling apart of the Trump-Musk relationship.Musk's backing of Trump was at least partly predicated on promises of a smaller state, but Musk (and DOGE) have failed to deliver the meaningful cuts promised. Now we have Musk shouting from the sidelines about the unsustainability of the budget deficit, which could lead to downward pressure on the dollar, upward pressure on yields and increased expectations of inflation - hence buying of Gold.
The UK has had growth forecasts downgraded by the OECD, to levels well below the OBR (and presumably Rachel Reeves's) expectations - so the likelihood appears to be further tax increases and spending cuts. The Mansion House Accord and the Pensions Investment Review give some (but potentially morally questionable) impetus and cause for optimism - but Wise Technologies plans to move to a main US listing, and a pulled cobalt-related IPO bring us back to earth.
Progressive stocks mentioned include IG Design Group, tinyBuild, SDI, all with news, but most broadly relevant is Van Elle whose early-stage involvement in housebuilding projects is being delayed by building regulator logjams....alongside earlier news from MJ Gleeson this points to a more-cautious view on the recently-rosy prospects for housebuilders.
Next week is all about US data - non-farm payrolls, inflation data and sentiment from the University of Michigan...
Progressive's George O'Connor and Ian Robertson catch up on events in and around the UK small and mid-cap listed tech.Looking to the US, Salesforce and C3.ai results show positive momentum for AI, as of course do Nvidia’s. But investors are asking more questions and AI vs. Economic Downturn is a match that’s difficult to call.
Ian is more immediately concerned about the impact of US government actions to curtail sales into China by Cadence, Synopsis and Siemens EDA – companies which, like ASML and TSMC, you really need to understand to truly get tech.
George and Ian ponder the Pensions Investment Review. Only serious AIM/small-cap Kool-Aid imbibers would have hoped for much, so AIM/Aquis ranking on a par with a theme park near Bedford is perhaps a result.
Directing money to infrastructure/tech direct impact is an easier sell to the party/public than bailing out UK public equities.
Consider those who look upon it from the outside. This is a government that is trying to do something to stimulate growth. Something that could, or even should, be seen as a positive development.
To outsiders the failings of UK public equities and small-cap / AIM in particular are all too evident and have been for quite some time. It’s widely recognised as a market and regulatory structure that does not work as it should for investors or companies. Perhaps that needs changing to get Rachel Reeves onside.
Grabbing the segue across to a market that has seen success on AIM, George highlights recent gaming sector newsflow and the potential for patient investors to gain from its returning health.
Progressive's Jeremy McKeown recently had another chance to talk to Substack’s No. 1 financial commentator, Doomberg.It has been some 15 months since they last spoke, a time when Rishi Sunak was Prime Minister and Joe Biden was President.
Much has happened subsequently in areas of energy policy, energy markets, politics, and global trade and conflict. And I was keen to catch up.
Doomberg utilises his expertise in understanding our fundamental and complex energy requirements and how they impact the broader macro and geopolitical landscape. And, as usual, he does not pull any punches in his well-reasoned views.
The pair discuss the rise of populism and the long-term outlook for energy supply and demand. In particular, how the additive energy requirements of AI might counterintuitively lead to much lower oil prices. It’s all to do with the unique economics of US shale and AI’s enormous demand for US natural gas.
Doomberg also offers a no-holds-barred view of the outlook for post-Ukraine war Europe, including the need for political realignment and an explanation of why sanctions fail.
Cerillion CEO, Louis Hall and CFO, Andrew Dickson present the business's Interim results for the six months ended 31 March 2025, followed by a Q&A session.Louis Hall, CEO
00:16 Introduction
01:14 Company background
01:50 Cerillion's products
03:33 Business overview
03:58 H1 2025 highlights
Andrew Dickson, CFO
07:25 Performance against KPI's
10:30 H1 2025 Financial highlights
12:48 Cash generation
14:02 Income statement
14:38 Balance sheet
Louis Hall, CEO
15:09 Summary & outlook
17:10 Q&A
Cerillion has a 25-year track record in providing mission-critical software for billing, charging and customer relationship management ("CRM"), mainly to the telecommunications sector but also to other markets, including utilities and financial services. The Company has c. 80 customer installations across c. 45 countries.
Headquartered in London, Cerillion also has operations in India and Bulgaria as well as a sales presence in the USA, Singapore and Australia.
The business was originally part of Logica plc before its management buyout, led by CEO, Louis Hall, in 1999. The Company joined AIM in March 2016.
Find out more about the company here.
Joe Bryan is a former investment bank derivatives trader turned sports betting entrepreneur who, during lockdown, went down the proverbial Bitcoin rabbit hole.After Joe exited the company that bought his sporting odds business last year, a friend invited him on a weekend away. Each guest had to prepare a short talk to lead a discussion on a topic of their choice. Joe chose Bitcoin; it was his passion and his specialist subject.
However, it's a big subject and he didn’t know where to start. So, assuming no prior knowledge, he told a story explaining why Bitcoin exists and what it fixes. He called his presentation, “What’s the Problem?," and Bitcoin was deliberately not mentioned until the last slide.
The success of his pitch encouraged him to make a video, and earlier this year, Joe launched What’s The Problem? on YouTube and X.
The film tells the story of two identical countries with perfect economies and perfect money, save for the existence of a big red button only for use in case of emergency in the country run by Fiatello.
For the avoidance of doubt, the big red button equates to a central bank and today’s monetary policy. In so doing, Joe explains the wide range of common societal problems that stem from fiat money. These include loss of trust, obesity, family breakdowns, addiction, wealth inequality, and, of course, inflation.
Joe leads his audience to the door of the Bitcoin rabbit hole. He wants to spread the word because, as he sees it, Bitcoin is inevitable; everyone will find it in their own time, but eventually everyone will get drawn in, and they will own it at their own price.
Joe is a Bitcoin Maximalist who points to the launch of Bitcoin ETFs and the US Strategic Bitcoin Reserve as evidence that there is no stopping this train.
Of course, he could be wrong, and as always, what you are about to hear is not investment or any other type of advice. It is for your critical evaluation and is only for your information and entertainment. Always do your own research and take professional advice tailored to your own requirements before investing a penny of your money in these crazy markets.
This week Progressive's Gareth and Jeremy continue their discussion about the bond market's predicament. Japan's Ministry of Finance thought that sending a questionnaire to its bond investors would resolve its problem. But it soon encountered another difficult auction, suggesting that its first step in acknowledging the problem was insufficient.Meanwhile, Japan's manufacturing prowess is under attack from China, its biggest competitor and from the US, its largest customer. The fact that Japan holds over a trillion dollars of US Treasury debt is a card to consider in its trade talks with the US.
Meanwhile, Trump's tariffs have encountered a judicial roadblock, causing a sharp recovery in risk assets. However, this was not so helpful for bond markets, where investors had hoped that tariffs might plug some of the fiscal hole left by Trump's Big Beautiful Bill.
In the UK, Rachel Reeves has signaled her intention to term forward its debt, increasing her interest rate exposure but lowering her short-term funding costs. Additionally, the IMF is offering air cover for her to bend her unbendable fiscal rules. A treat not afforded to her predecessors. Watch out for the spending spigots to turn fully on.
The takeaway is that long-term global inflation expectations are out of the bottle, the bond market term premia hares are running, and there is a return to the old idea of outrunning the looming debt crisis. This raises the risk of monetary debasement, which should be beneficial for Bitcoin, gold, and (selectively) equities.
Gareth covers updates from Beeks, and Watkins Jones.
Looking ahead, it's jobs week in the US. We get EA inflation data and the ECB rate decision. Additionally, confirmation that the economy slowed sharply in Q1 could raise concerns about the potential for a recession in the US.
Brought to you by Progressive Equity.
Progressive's George O'Connor and Ian Robertson consider Sage’s results and the return of the normal share price path following results. George points to Xero as Sage’s rain cloud whilst Ian points to the success of Sage’s Intacct offering.Gamma’s AGM statement contained comments in the UK market that led to a share price fall, although the progress in Germany is something that the market should not ignore.
Tech and defence is discussed – George and Ian reflect on the spoof potential, surely not!
This week Progressive's Jeremy McKeown and Gareth Evans discuss a smorgasbord of newsflow...from trade deals to interest rate cuts (or lack of them) and the selection of Maro Itoje as captain of the Lions team.UK stocks discussed include ZOO Digital and Van Elle, and Jeremy describes the divergent outcomes for Alpha Group and Argentex...two payments/FX trading platforms who have had their resilience tested in recent years, with wildly different results.
Next week will see UK unemployment and GDP data, with US retail sales, inflation and consumer sentiment...watch for an angry Trump.
Progressive's Jeremy McKeown and Gareth Evans discuss a slightly more normal week - Larry Fink and Jamie Dimon are talking up the UK market just as capital is being freed-up from the Mag Seven.The UK small-cap space is delivering strong performance from stocks able to deliver not-worsening performance...we discuss Watkin Jones, Sanderson Design Group and IG Design as well as global shipping heavyweight Clarkson.
Jeremy highlights that lower energy prices could help pressure Putin towards peace, as well as potentially saving Labour's bacon - if they can wean themselves off Net Zero....
Next week is all about interest rate decisions...Trump vs Powell back in the headlines.
Progressive's Jeremy McKeown recently spoke with David Dredge of Convex Strategies in Singapore.David is widely regarded for his deep understanding of risk and for delivering his insights in a highly engaging and entertaining manner.
He dedicates his time to analysing sources of risk and developing strategies designed to mitigate their impact. His approach involves embracing convexity—purchasing pockets of inexpensive volatility as a form of insurance against adverse outcomes in uncertain environments.
When should investors adopt this strategy? According to David, the answer is simple: always—just like insuring a house.
David holds strong and often contrarian views that challenge the foundational assumptions of Modern Portfolio Theory, which he refers to as "Sharpe World." In his view, this framework wrongly equates risk with volatility.
He brings these ideas to life through vivid anecdotes and illustrative examples that highlight the risks investors unknowingly take in markets shaped by Sharpe World principles and operated by what he calls "Rational Accounting Man."
Progressive's George O'Connor and Ian Robertson catch up on news and events affecting UK small and mid-cap tech.IBM’s figures get George pondering the differing paths with AI for software vs IT professional services. He highlights the Asian IT services area, where growth is notably better than in the EU or North America, before looking at results from ActiveOps, GB Group and iOmart.
Ian comments on Oxford Metrics’ in-line update, Northcoders, and then Tracsis, where investors who bought into an earnings growth and digitalisation story have to work out where the UK rail system is now heading.
Ian eulogises about the Stanford AI report. It provides some encouraging data for UK tech proponents and provides insight into how AI is actually being used and what limited gains AI provides.
George focuses on the AI benchmarks issue – are they meaningful? Which leads Ian to question, given the huge scale and nature of many AI projects, whether any of the returns and benefits data that everyone craves is going to be valid.
This week, Progressive's Jeremy McKeown and Gareth Evans wonder whether there are signs of life... UK plc is perhaps "priced for failure" and recent share price moves suggest that even in-line performance (or only a small warning!) can lead to material upside.Severfield is a case in point, but this week has seen a number of examples. Jupiter and AJ Bell are also talking more positively.
Still, risks abound, as the unfortunate Argentex investor base have seen - a canary in the coal mine, showing that volatility or abnormal market activity can lead to unforeseen consequences.
Jeremy wonders whether the attack on US university funding could likewise lead to unexpected outcomes....
Progressive's Jeremy McKeown talks with Lawrence Lam, who invests globally in founder-led companies. Lawrence has run the Lumenary Global Founders Fund since 2017 and is the author of "The Founder Effect - The Three Pillars of Success in Founder-Led Companies." – A great read if you are trying to understand good long-term management decisions and how to spot them.Jeremy and Lawrence discuss what exactly is the founder effect, and how can investors accurately determine whether a management team has this elusive characteristic?
This is a fascinating conversation with someone who is passionate about his work and carefully studies the world’s stock markets to find his formula.
We learn how he balances the less correlated world for opportunities to buy founder-led companies that offer good value, why China offers a great way to diversify a portfolio, and how BYD is poised to become the next Toyota.
The pair further discuss how meeting management is useful for understanding if the company is likely to do well next quarter, but not so useful for understanding whether it will compound for you over the coming decades.
Brought to you by Progressive Equity.
Progressive's George O'Connor and Ian Robertson catch up on events in and around the UK small and mid-cap listed tech.Alphawave’s lack of guidance for 2025 is no great surprise, but in an industry as complex as semiconductors can anyone take forecasts seriously. Ensilica’s recent newsflow suggests not. We can, however, confidently predict that the forecasts are wrong.
Kainos is steadier than it was, but do the cuts mean that it is now out of sync with the rest of the market. George looks to the global picture and raises the long-term question that faces the UK IT services business.
Accesso also looks to be regaining its poise but reminds us that it is not just hardware companies that are subject to customer and supply chain timing issues.
Cirata is growing sales but is it just the old UK small-cap trap (AIM business model) of sales before profits before fund raise. The change in sales strategy in the US keeps the focus on how this company can make and grow profitable sales.
Tiny Build looks to a busy year, with new products – is the games sector in a comeback year?
Finally, we touch upon the Stanford AI report – nearly 500 pages covering everything from models, to hardware, to costs to energy. Thankfully, concisely summarised.
This week, Progressive's Jeremy McKeown and Gareth Evans consider the ongoing shocks to the global system - and wonder whether the UK (or UK plc at least) is unusually well positioned, as well as attractively priced.Although Trump's "shock and awe" has calmed this week, gold is rising, the dollar is falling and US government debt is highly volatile...it feels as though we've had "America's Brexit moment", a "global Liz Truss event" and now a re-run of Covid supply chain pressures - as we hear reports of ships halted in ports awaiting instruction, and markets can't tell whether current demand is real or stocking-up for an uncertain future. The UK has had more than its fair share of such volatility - and maybe we can manage it better.
Micro-cap news from Progressive clients tinyBuild and Gear4Music shows that stocks delivering "not worsening" news, having cut their costs and adapted their models, can perform strongly - both up 20% at one point this week.
The Easter weekend weather in the UK is forecast to disappoint - let's hope the UK's broader performance across the rest of the year reflects what we see as quite some potential.
David Seaman of Alpha Cygni Asset Management and a seasoned emerging markets investor joins Progressive's Jeremy McKeown for a fascinating discussion with Sean Peche, the manager of the Ranmore Global Equity Fund.Sean recounts how he honed his value investing credentials at Orbis after qualifying as an accountant in South Africa and before launching Ranmore in London in 2008.
Sean has a first-hand take on how capital flows have shaped equity values and built up today’s imbalances.
While relative value is not sufficient reason for capital to flow, it is a necessary pre-condition. Sean says there are now multiple reasons investors, typically fully loaded in the US market, want to recycle their capital.
He talks about how he looks for value, why he has recently moved overweight in the UK, why emerging markets have many developed market characteristics, and why he doesn’t meet the management of the companies he invests in.
As he says, he can best objectively determine the effectiveness of management by watching what they do, not necessarily by listening to what they say.
Sean delivers a master class on the principles of value investing combined with an acute sense of how the world is changing and how best to load up on asymmetric risk opportunities that will likely operate in his favour as we confront an unforecastable future.
This week, Progressive's Jeremy McKeown and Gareth Evans talk less about tariffs and more about their impact on capital markets - bonds in particular.Jeremy makes the point that the USA is now experiencing a Brexit AND "Liz Truss" moment at the same time - resulting in a falling dollar and rising rates. Keep an eye on those two, and the gold price, and you have three metrics which give dashboard of the current situation - and level of trust in the US administration.
While Trump's economic guns are all trained on China, Scott Bessent is on his way to Japan - a major owner and buyer of US treasuries....remember the carry trade unwind panic of mid-last year...?
Closer to home, we hope that the UK is next on Bessent's list, with a trade deal in the offing. Small-cap news was from Nexus Infrastructure, Beeks and SDI Group.
Big data next week includes China GDP (required to be c.5%), UK inflation for March, US retail sales and hopefully a rate-cut from the European Central Bank.
George and Ian catch up on the jumble of news, both good and bad, for UK-listed tech.Pinewood.AI and Raspberry Pi deliver – although inventory build at Raspberry Pi is an issue that must be monitored.
BIG Technologies and the broken small and mid-cap due diligence stack. Whilst there’s still an interesting business, there is a far more interesting story that highlights how share-based remuneration can be a useful pointer into the heart of a company and its management.
And Alphawave Semi which has had Qualcomm come sniffing. Could the market be just as confused on Alphawave’s departure as it was on Alphawave’s arrival?
Jeremy and Gareth react to Donald Trump's tariff pronouncements - major downward moves in US equities, and increased risk of a US slowdown.But there is some hope that the UK could navigate these choppy waters cleverly - and even a small proportion of the capital currently being reallocated could make a huge difference to the UK markets.
UK stock news from Gear4Music, Pharos, tinyBuild, Intuitive Investments, Peel Hunt and Alphawave.
Next week - in addition to early responses to the US tariffs - we get Chinese inflation data, plus both inflation and sentiment survey info from the USA.
Brought to you by Progressive Equity.
Progressive analysts George O'Connor and Ian Robertson catch up on small and mid-cap tech news.George has been looking at some resilient and upbeat news from smaller less well-known players SRT, Xaar and Microlise and is still recovering from the not too surprising news that Computacenter has not delivered its 20th year of earnings growth. Gamma results have encouraged Ian and whilst enthused by Judges Scientific as a company he is disappointed by the analyst meeting – where did all the research go? The leads to reflection on Ian’s recent blog comparing listed company micro-cap funds and VC funds, which suggests that something has gone wrong with the small-cap due-diligence / investment decision ‘stack’. This has knock on impacts across small and mid-cap. Is more research the answer?
DF Capital Holdings CEO, Carl D'Ammassa provides an overview of the group's results for the year ended 31 December 2024.Carl D'Ammassa, CEO
00:24 Introduction
02:10 FY24 Review
04:57 Strategy update
06:45 Looking ahead
DF Capital was founded in 2016 to support the working capital needs of manufacturers and UK dealers. Today, having received full authorisation as a bank in September 2020, we work with over 90 manufacturers and over 1,250 dealers in the leisure, commercial and powersports sectors. In 2023, we provided over £1.2bn of distribution and inventory finance across these sectors.
This week, Jeremy and Gareth discuss some home truths about the UK economy - Rachel Reeves has reassured bond investors for now, but the low-growth, stubborn-inflation structural problems persist.Ironically, Trump's erratic tariff-wielding tactics could drive capital AWAY from the USA, to the benefit of China, Germany and even the UK equity market.
And this week, a couple of UK stocks with "reasonable" news - Xaar and SRT Marine - saw 25%+ price moves suggesting that many stocks are priced for pessimism. Gamma Communications delivered a solid 2024, and we think investors are more wary than they should be of German expansion.
Next week sees Chinese confidence data, European inflation and crucially US jobs...as well as 2 April seeing Trump's tariffs (probably....) come into effect.
Headline grabbing Trump noise from Washington has died down but with concerns around tariffs, and issues in the Ukraine and the Middle East still not settled, Jeremy and Gareth discuss the common theme this week which has been central bankers and companies talking about trade related uncertainty.
Overall the forecasts of GDP growth in the major economies in the world are coming down, but inflation expectations remain heightened. Big US corporates such as Nike and FedEx cited trade uncertainty as a major issue and it’s been referenced increasingly in UK RNS announcements.
With US focus seemingly now more on longer term interest rates than the level of the US stock market, overriding market sentiment is one of capital flight from the US to the rest of the world. A survey documenting the capital allocation intentions of the world's largest asset managers listed the biggest one month allocation away from US equities ever recorded. Some has gone to Germany and the wider European market, some has gone into China and there's also been a big allocation into US treasuries. Although there's no direct evidence of much of this capital finding its way into the UK market yet, Jeremy and Gareth remain hopeful!
In the UK, Gareth talks about Beeks (BKS) and FDM who both had results. Employment data this week was pretty much as expected. However UK government borrowing data was running ahead of expectations,which doesn’t bode well for next week's Spring Statement and the brewing government dispute about whether they should continue to look to raise taxes or to reduce government spending.
Next week we have UK inflation data on Wednesday, and on Friday we get US PCE data (the Federal Reserve’s preferred inflation measure). Brought to you by Progressive Equity.
The Pebble Group CEO, Chris Lee and CFO, Claire Thomson present the group's results for the year ended 31 December 2024, followed by a Q&A session.Chris Lee, CEO
00:16 Introduction
01:21 Market opportunity
03:30 Investment case
04:02 FY24 Highlights
Claire Thomson, CFO
06:02 FY24 Financial highlights
06:23 Business models
07:27 Income statement
08:06 Balance sheet
08:34 Cash flow
09:13 Cash utilization
Chris Lee, CEO
10:29 Facilisgroup overview
11:40 Facilisgroup - Market structure & positioning
13:16 Facilisgroup - Financial and operational metrics
15:45 Facilisgroup - Organic growth
16:49 Facilisgroup - Strategies
Claire Thomson, CFO
17:47 Brand Addition - Overview
18:11 Brand Addition - Market structure & positioning
20:01 Brand Addition - Financial & operational metrics
20:14 Brand Addition - Strategies
Chris Lee, CEO
21:01 ESG
22:38 Group outlook
25:13 Q&A
The Pebble Group is a provider of technology, products, and related services to the global promotional products industry, comprising two differentiated businesses, Facilisgroup and Brand Addition, focused on specific areas of the promotional products market.
Facilisgroup: Providing an end-to-end order processing system, combined with a proprietary operating method, market network and community support to growth orientated promotional products distributors in North America
Brand Addition: An end-to-end creative branded merchandise agency that helps global brands build culture, awareness and meaningful connections with their customers, employees and communities
This week, Jeremy and Gareth mull over the macro situation - the US economy seems to be slowing (but inflation persists) while Europe, especially Germany, has been bullied into spending more than ever.The UK, and arguably Europe, haven't yet seen much benefit from the outflow of capital from the MAG Seven, but remember, the whole German market cap is not dissimilar to the value of Microsoft - so there's a lot more to go for.
UK companies discussed include STV, Forterra, Van Elle, Secure Trust Bank, Cakebox, Care REIT, Hornby and Science Group/Ricardo.
Next week the big news is around interest rate decisions - in the USA, here in the UK and in Japan. Let’s hope for no surprises (especially from Tokyo).
Secure Trust Bank CEO, David McCreadie provides an overview of the group's results for the 12 months to 31 December 2023.David McCreadie, CEO
00:29 Introduction
00:49 Vehicle Finance Sector challenges
02:03 Strategic goals & targets
04:31 2024 performance highlights
06:32 Strategic initiatives
08:39 Outlook and conclusion
Founded over 70 years ago, Secure Trust Bank is a leading retail deposit-funded specialist bank operating in four core markets: retail finance, vehicle finance, real estate finance, and commercial finance. Secure Trust Bank’s management has simplified the business through the sale/exit of non-core businesses, repositioning the loan portfolio towards lower-risk loans, and focusing on reducing operating costs to drive efficiency (Project Fusion).
This week, Gareth and Jeremy try to keep up with the gyrations from across the Atlantic - both around defence alliances and tariff policies.In terms of the impact on Europe and the UK, Germany is stepping up and spending big, which is driving up both (European) stock markets and (German) borrowing costs. Trump seems to be ignoring the stock market and is probably happy that US borrowing costs are falling - crucial for the upcoming refinancing of a significant chunk of US government debt.
Closer to home, Severfield is seeing tough conditions, which reflect a sluggish broader economy, and XP Power's £41m raise shows that UK markets aren't completely closed.
Next week, we'll discuss US jobs data and inflation...unless Trump 2.0 delivers another surprise!
Progressive's Gareth Evans recently sat down with Jason Paltrowitz, Executive Vice President, Corporate Services at OTC Markets. The two discuss how the business operates and the opportunities that the OTC offers for companies and investors.00:00 Opener
00:31 What are OTC Markets, and how do they operate?
02:58 Are there any additional regulatory overheads?
04:50 Is the ability to offer easier-to-manage shares for US employees a motivator for listing?
07:13 How much of the growth in volume trading comes from new companies listing, and how much comes from trading of existing stocks?
08:59 Do you think we'll ever reach overnight trading?
11:37 I see you run a $1billon + index, could you talk about why companies of that scale are interested in having an OTC listing?
13:25 What are the costs of listing on the OTC?
16:51 Closing comments
OTC Markets offers the ability for UK-listed companies to list and trade their shares in the USA. The regulatory structure is almost unbelievably flexible, relying on the UK stock market regulations with little to no additional requirement. The opportunity for additional liquidity and investor interest is significant, and a number of companies - large and small - are looking to the OTC to help them find a new pool of investors.
Progressive Analysts, George O'Connor and Ian Robertson’s regular review of the technology sector.George updates us on PLC awards winners – all well deserved and fingers crossed for none of those traditional subsequent share price declines.
Ian looks to Pinewood.AI and the issue of where the value really lies in AI. It looks to have paid a ‘full’ price for Seez, but it makes strategic sense, and if investors think they themselves can call the quality of the decision now, then they should be placing their bets elsewhere.
This leads George onto how AI is impacting the tech services companies and to where’s the real AI driven growth going to come from for the software providers.
Crash landing back onto planet small-cap, we touch on which stories are truly AI related, KX being a real one, and the damage that can be done to portfolios and companies when management find themselves ‘managing to the broking story’.
Nexteq’s recently appointed management team of Duncan Faithfull, CEO, and Matt Straight, CFO, along with senior leaders from across the business present the Group's three-year plan and strategic ambitions for the end of 2027 at its 2025 Capital Markets Event. The presentations also showcase, through practical demonstrations, the Group's innovative new technology solutions which are being launched across Nexteq's focus markets.Duncan Faithfull, CEO
00:18 One Nexteq & 3-year plan
Matt Staight, CFO
00:57 Financial ambition
01:26 Organic growth plan
Nexteq (AIM: NXQ) is a strategic technology solutions provider to customers in selected industrial markets. Its innovative technology enables the manufacturers of global electronic equipment to outsource the design, development and supply of non-core aspects of their product offering. By outsourcing elements of their technology stack to Nexteq, customers can focus their product development effort on the most critical drivers of their business' success.
Our solutions are delivered through a global sales team and leverage the Group's electronic hardware, software, display and mechanical engineering expertise. Our Taiwan operation is at the heart of Asian supply networks and facilitates cost effective manufacturing and strategic supply chain management.
The Group operates in six countries and services over 500 customers across 47 countries.
Nexteq operates two distinct brands: Quixant, a specialised computer platforms provider, and Densitron, leaders in human machine interface technology, each with dedicated sales, account management and product innovation teams. Founded in 2005, and later floating on the London Stock Exchange's AIM stock market as Quixant plc, the Group rebranded to Nexteq in 2023.
Further information on Nexteq and its divisions can be found here.
Jeremy and Gareth talk this week about Trump 2.0 launching with a number of "adults in the room" who Trump trusts, and who can get things done.One thing that might get done is a US/UK trade deal...Jeremy describes how the stars could align, and how the UK's separation from Europe might save us from the worst of Trump's tariffs.
Absent much other UK stock news, Jeremy talks about LSEG, whose results demonstrate just how small the London Stock Exchange actually is, relative to the rest of the group's business. This leads to discussion of the US, where the OTC is generating real interest, and Singapore, where the authorities are actively promoting local investment and local listings.
Next week is jobs week in the USA...fingers crossed that all is well.
Wynnstay Group CEO, Alk Brand and CFO, Rob Thomas present the group's results for the year ended 31 October 2024, followed by Q&A.Alk Brand, CEO
00:16 Introduction
Rob Thomas, CFO
01:19 Business Summary
02:36 FY24 highlights
Alk Brand, CEO & Rob Thomas, CFO
06:10 Feed and Grain
10:54 Fertiliser & Seed
13:41 Depot merchanting
Rob Thomas, CFO
17:18 Income statement
19:09 Balance sheet
20:30 Cash flow statement
21:07 Net cash
22:03 Capital allocation policy
Alk Brand, CEO
24:03 Growth strategy
26:51 Introducing Project Genesis
Rob Thomas, CFO
29:45 Driving value
Alk Brand, CEO
32:06 Initiatives to enhance returns
Alk Brand, CEO & Rob Thomas, CFO
35:14 Summary & outlook
37:01 Q&A
Wynnstay is a leading UK provider of agricultural supplies and services to farmers, mainly in England and Wales. The Group’s wide range of agricultural inputs includes feed, seeds and fertiliser. It also provides grain marketing services to arable farmers and its specialist teams offer farmers advice on animal health and nutrition products as well as on soil health, environmental measures, and the latest farming techniques. Wynnstay supplies direct-to-farm and via its network of depots, which sell an extensive range of farm supplies, including hardware, feed and dairy hygiene products. The depots also cater for rural dwellers.
Wynnstay manufactures a range of branded feeds, trades feed raw materials, operates a modern seed processing facility and is the second largest fertiliser blender in the UK. Based in Wales, Wynnstay originated as a farmers’ co-operative in 1918 and joined AIM in 2004. It has established a strong record of rising dividends.
This week, Progressive's Gareth Evans and Jeremy McKeown tackle the investment implications of Trump 2.0. After shocking the world with his suggestion of turning Gaza into the Riveria of the Middle East, Trump has moved on to Ukraine. Such events illustrate how the accepted World order has broken down. Where is the UN in all of this?One outcome has been a new all-time high in the gold price, indicating heightened risks and uncertainties for global investors. The US inflation data also came in hot. Yet, counter-intuitively, it didn't dent the gold bull market, indicating perhaps investor concerns over policy errors or breakdown in the relationship between the Treasury and the Fed.
Relative to other monetary metals, gold looks expensive, and silver or platinum might offer better opportunities to protect against fiat money debasement. Not advice; do your own research.
China's equity values have recovered strongly after the Deep Seek AI revelations. Alibaba's stock has risen over 40% in less than a month, indicating the impact of the dispersal trade.
The UK economy unexpectedly grew in Q4 last year. While negative sentiment surrounds the economy, UK assets remain relatively attractive to global investors.
This week, one example of how the UK government prioritises economic growth is emerging in the newsflow of the motor finance and retail sectors.
With significant exposure to car loans, Close Brothers and SU made constructive updates this week, indicating that motor finance might avoid the protracted drag on consumer lending that PPI became.
Gareth covers the impact of government policy on Progressive clients Secure Trust Bank and Vertu Motors.
Looking ahead, we will get UK inflation data next week, which is likely to indicate a flat annual rate of 2.5%.
Also, we get Japanese inflation data, and the accompanying risk of the yen carry-trade unwind.
SDI Group’s CEO, Stephen Brown, CFO, Amitabh Sharma and Head of Corporate Development, James Dimitriou, answer investor questions following the Group’s recent December Interims.Read the latest research here: https://progressive-research.com/company/sdi-group-plc/
00:00 Opener
00:16 Introduction
00:45 Can you talk about opportunities going forward, and can you outline how you are encouraging collaboration between the businesses?
04:17 Are there any larger one-off acquisitions?
07:09 Are you starting to see these synergies between the businesses drive margin or sales revenue?
08:30 What further comfort can you give on the ability to hit FY25 forecasts, and did the order book at the end of October give you similar levels of cover that you've seen in past years?
09:23 Is the orderbook strong across all three segments, and could you give some detail on the drivers of that?
10:43 Are you seeing any further weakness in China, and will this market be a focus going forward?
12:00 Can you talk about potential tariffs and the opportunities for geographical expansion?
15:23 Just looking at momentum, you've mentioned that trading has continued strongly into H2. Is the sequentially month-on-month?
15:56 Can you give us a sense of how much business is repeated, recurring revenues vs one-off capital equipment?
16:16 And we've seen generally tougher, challenging trading conditions, but as to your portfolio, where do you see the most growth come from, and what are you doing to address the opportunities?
18:08 You've had a strong track record in terms of free cash flow, and you've successfully funded acquisitions from cashflow, do you see a change to this strategy going forward?
19:39 Could you give a bit more colour around cost-cutting and investment in the business in capex?
21:35 When do you expect business growth to re-accelerate, and in particular, when did life sciences start picking up again?
22:54 Do you think the existing portfolio can generate growth between 5 and 10 percent?
24:00 What's the longer-term sustainable margin target?
24:55 Are there any other big operational or management structure changes that we should expect?
25:39 Are you happy with the structure in terms of managing the operations and driving growth through acquisitions?
26:40 Could you say any more about the M&A opportunities and your EBIT multiple opportunities for those?
28:07 You've outlined that there are benefits for companies that join SDI, can you just outline why companies become part of the SDI group?
28:38 Outro
SDI Group is an AIM-quoted group specialising in the acquisition and development of a portfolio of companies that design and manufacture niche analytical technology products for use within digital imaging and sensing and control applications in science, technology and medical markets. The group operates a well-established 'buy and build' strategy, supplementing organic growth with earnings-accretive acquisitions of complementary businesses that have sustainable profits and cash flows. Targets are primarily UK businesses with established reputations, capable of achieving significant organic growth through developing export markets. SDI Group takes a decentralised approach, with seasoned local management given broad discretion to run group businesses within defined limits. SDI Group typically acquires businesses generating up to ?1m EBIT for around 4-6 times EBIT plus net assets, including earnout payments.
Made Tech CEO, Rory MacDonald and CFO, Neil Elton present the group's results for the six months ended 30 November 2024, followed by a Q&A session.Rory MacDonald, CEO & Founder
00:16 Introduction
00:59 H1 FY25 Highlights
Neil Elton, CFO
04:55 H1 FY25 Financial highlights
06:39 Revenue and Gross Profit
10:17 Sales bookings
11:01 Adjusted EBITDA bridge
12:24 Balance sheet
13:55 Cash flow
Rory MacDonald, CEO & Founder
14:53 Market opportunity
19:17 Clients and Industries
20:37 Case studies
25:02 Service Lines
28:03 Software products
29:02 People
31:20 ESG
32:49 Outlook
34:45 Q&A
Made Tech is a provider of digital, data and technology services, which enable central government, healthcare, local government organisations and other regulated industries to digitally transform.
Made Tech's purpose is to "positively impact the future of society by improving public services technology". To achieve this the company has four key strategic missions: Modernise legacy technology and working practices; Accelerate digital service and technology delivery; Drive better decisions through data and automation; and Enable technology and delivery skills to build better systems.
The Group operates from four locations across the UK - London, Manchester, Bristol, and Swansea.
More information is available at https://investors.madetech.com/
Progressive’s Gareth Evans is joined by tech analyst George O'Connor as they glance back at the week’s macro events and market themes and discuss the impact on investors and companies. They discuss selected UK company news and let us know what to look out for in the week ahead…00:00 Introduction
01:12 Global Macro News
01:29 DeepSeek and its global impact
07:02 OpenAI's Operator and AI agents
07:55 Recruitment in the tech sector
10:07 Computacenter (CCC) & Sage (SGE)
12:27 Global Market news
13:10 Progressive client news: Idox (IDOX) & Van Elle Holdings (VANL)
13:52 Upcoming Macro news:
- EU Inflation figures (Mon 3 Feb)
- US PMI data (Weds 5 Feb)
- Bank Of England Rate Decision (Thurs 6 Feb)
- US Employment Metrics (Fri 7 Feb)
Gareth Evans has 25 years’ research experience covering the Technology sector. An Oxford University graduate, Gareth qualified as an accountant before starting his research career covering the Pan European Chemicals sector at the American Investment Bank Donaldson Lufkin & Jenrette (DLJ), later acquired by Credit Suisse. He then moved to cover the Technology sector at ABN AMRO, Canaccord and at Investec for eleven years, where he was Joint Head of Research. Gareth has received numerous awards for his work, including being voted techMark Analyst of the Year.
George O’Connor has been a financial analyst covering London-listed Software & IT Services, e-comm and hardware companies for the past 25 years. George has worked for a variety of firms including Albert E. Sharp, Panmure Gordon and Stifel where he researched and communicated investment cases, conducted IPOs, secondary placings and the odd rescue rights. George started his career at IT industry analysts IDC where over nine years he rose to become Research Manager.
Progressive’s Jeremy McKeown and Gareth Evans glance back at the week’s macro events and market themes and discuss the impact on investors and companies. They discuss selected UK company news and let us know what to look out for in the week ahead…00:00 Introduction
01:02 Trump's first week back in office
04:05 The Stargate Project & the US Tech Industry
05:26 Trump & The World Economic Forum
06:14 Trump & Interest Rates/Oil Prices
07:47 UK Government Regulatory easing
10:07 UK Economic data
10:59 Progressive Client news:
- Nexus Infrastructure (NEXS)
- Watkin Jones (WJG)
- Forterra (FORT)
- Gear4music (G4M)
- Sanderson Design Group (SDG)
- Intuitive Investments (IIG)
- Beeks Financial Cloud (BKS)
- SRT Marine Systems (SRT).
12:44 Upcoming Macro News:
- Fed Rates Decision (Weds 29 Jan)
- ECB Rate Decision (Thurs 30 Jan)
- Eurozone GDP & Employment data (Thurs 30 Jan)
- US PCE inflation data (Fri 31 Jan)
14:03 Outro
About:
Gareth Evans has 25 years’ research experience covering the Technology sector. An Oxford University graduate, Gareth qualified as an accountant before starting his research career covering the Pan European Chemicals sector at the American Investment Bank Donaldson Lufkin & Jenrette (DLJ), later acquired by Credit Suisse. He then moved to cover the Technology sector at ABN AMRO, Canaccord and at Investec for eleven years, where he was Joint Head of Research. Gareth has received numerous awards for his work, including being voted techMark Analyst of the Year.
Jeremy McKeown has a degree in economics and an MBA. He has been working in the City for over forty years, both as an investment manager and at a number of leading investment banks including Merrill Lynch and Investec. His passion is for meeting, investing in and advising small and mid-sized businesses – and his previous roles give him a vast array of experience on which to draw. Jeremy’s role at Progressive includes helping clients with their investment cases, providing high quality content to our subscriber base and giving the team a valuable macro “framework” within which to evaluate and position our customers’ propositions.
Progressive’s Jeremy McKeown and Gareth Evans discuss the week’s macro picture, the impact on investors, companies reporting & what to look out for next week.00:00 Introduction
01:04 The Return of Bond Vigilantes
04:05 UK market news
06:24 National insurance rises
07:55 Progressive client news - Petro Matad (MATD), Xaar (XAR) and Gamma (GAMA)
11:04 Upcoming macro news
- UK Unemployment figures (Tues 21 Jan)
- UK Average earnings (Tues 21 Jan)
- Japanese inflation data (Thurs 23 Jan)
- Bank of Japan interest rate decision (Fri 24 Jan)
13:21 Outro
About:
Gareth Evans has 25 years’ research experience covering the Technology sector. An Oxford University graduate, Gareth qualified as an accountant before starting his research career covering the Pan European Chemicals sector at the American Investment Bank Donaldson Lufkin & Jenrette (DLJ), later acquired by Credit Suisse. He then moved to cover the Technology sector at ABN AMRO, Canaccord and at Investec for eleven years, where he was Joint Head of Research. Gareth has received numerous awards for his work, including being voted techMark Analyst of the Year.
Jeremy McKeown has a degree in economics and an MBA. He has been working in the City for over forty years, both as an investment manager and at a number of leading investment banks including Merrill Lynch and Investec. His passion is for meeting, investing in and advising small and mid-sized businesses – and his previous roles give him a vast array of experience on which to draw. Jeremy’s role at Progressive includes helping clients with their investment cases, providing high quality content to our subscriber base and giving the team a valuable macro “framework” within which to evaluate and position our customers’ propositions.
Tern hosted an investor presentation and Q&A session on 9 January 2025. Presentations were given by the portfolio companies, which reinforced that all three businesses have made significant progress with major key accounts and important strategic partnerships.Read Progressive’s latest research note here or visit Tern's website here.
Tim Metcalfe, Managing Director, IFC Advisory
00:16 - Introduction
Richard Vincent, CEO & Co-Founder, Fundamental Surgery
01:59 - Fundamental Surgery
Darren Antill, CEO, Device Authority
14:43 - Device Authority
Susant Patro, CEO & Co-Founder, Vortex IQ
33:39 - Vortex IQ
Jo Haliday, CEO & Founder, Talking Medicines
49:50 - Talking Medicines
01:07:11 - Q&A
Tern provides access to disruptive Internet of Things (IoT) start-ups with proven technology, not generally available to AIM investors. It operates a hybrid venture capital (VC) model, with shareholders acting as Limited Partners. This business model change was actioned in early 2017 following the acquisition of Device Authority Inc and Al Sisto becoming Tern CEO. Tern supports software companies that develop IoT security, enablement, and analytics solutions for the healthcare and industrial sectors. Tern is focused on accelerating the growth of portfolio companies from the point of investment to Series A or B, gaining external verification on valuations and maximising exit multiples. Tern has investments in: Device Authority (IoT security), Fundamental VR (VR haptic 'simulators' for surgery), Konektio, formerly InVMA (Industrial IoT), Wyld Networks AB (LoRa and Mesh), Talking Medicines (capturing the patient voice) and less than 1% of DiffusionData Ltd, formerly Push Technology (mission critical data). Tern has also committed to invest up to ?5m, over the 10-year life of the SVV UK Software Technology Fund.
Progressive’s Jeremy McKeown and Gareth Evans discuss the week’s macro picture, the impact on investors, companies reporting & what to look out for next week.00:00 Opener
00:52 Uncertainty around Trump
04:38 UK macro backdrop for 2025
06:38 UK news: Trading updates from Retailers & Christmas consumer spending
08:03 Investing in the UK with the current macro backdrop
12:37 Upcoming macro news:
- US Non-Farm Payrolls (Fri 10 Jan)
- UK Inflation Data (Weds 15 Jan)
- US Inflation Data (Weds 15 Jan)
- UK GDP Data (Thurs 16 Jan)
14:27 Outro
About:
Gareth Evans has 25 years’ research experience covering the Technology sector. An Oxford University graduate, Gareth qualified as an accountant before starting his research career covering the Pan European Chemicals sector at the American Investment Bank Donaldson Lufkin & Jenrette (DLJ), later acquired by Credit Suisse. He then moved to cover the Technology sector at ABN AMRO, Canaccord and at Investec for eleven years, where he was Joint Head of Research. Gareth has received numerous awards for his work, including being voted techMark Analyst of the Year.
Jeremy McKeown has a degree in economics and an MBA. He has been working in the City for over forty years, both as an investment manager and at a number of leading investment banks including Merrill Lynch and Investec. His passion is for meeting, investing in and advising small and mid-sized businesses – and his previous roles give him a vast array of experience on which to draw. Jeremy’s role at Progressive includes helping clients with their investment cases, providing high quality content to our subscriber base and giving the team a valuable macro “framework” within which to evaluate and position our customers’ propositions.
An Interview with SDI Group CEO, Stephen Brown, providing an overview of the business, its refreshed strategy and insight into the acquisition of InspecVision.Read the research here.
00:00 - Introduction
00:28 - Can you give a brief overview, and tell us about the breadth of the business and the technological expertise that sits within the SDI Group?
01:21 - Despite the difficult end markets, particularly in lab equipment how have you navigated these external challenges?
01:50 - What is the strategy of SDI and how is that translated into a sustainable operational reality?
02:34 - Can you tell us a bit more about what you did as part of the Strategic review that has now completed and what has been Implemented as part of the new strategic framework?
03:45 - What are the Long-term growth drivers for SDI and which businesses are best placed?
04:07 - One of the key attractions has been the levels of cash generation in the business and the ability to fund acquisition, can you say any more on this?
04:40 - Tell us what you are seeing M&A wise and what are you looking for when you buy a business?
05:15 - Tell us more about your most recent acquisition, InspecVision? Where does it sit and what opportunities do you see going forward?
06:02 - You clearly have strong access to capital and a healthy balance sheet to support the active M&A pipeline. Can you talk more about acquisition opportunities?
06:44 - You have recently resegmented the group and introduced a very clear mandate to grow the business both via organic growth and acquisition. Can you tell us more about how this is progressing?
07:30 - Can you expand on any of the operational efficiency initiatives to support margin growth?
08:05 - What are the benefits for portfolio companies, being part of SDI Group? Why would a management team decide to sell their business to SDI?
08:56 - We’ve touched on what sets SDI apart as a preferred buyer but some of your recent acquisitions have given you a broader geographic reach also. Can you say anymore about further geographic expansion opportunities?
09:28 - Just to finish off with the conundrum between M&A and organic growth, can you just end with your thoughts on this and any closing comments on SDI?
SDl Group is an AIM-quoted group specialising in the acquisition and development of a portfolio of companies that design and manufacture niche analytical technology products for use within digital imaging and sensing and control applications in science, technology and medical markets. The group operates a well-established 'buy and build' strategy, supplementing organic growth with earnings-accretive acquisitions of complementary businesses that have sustainable profits and cash flows. Targets are primarily UK businesses with established reputations, capable of achieving significant organic growth through developing export markets. SDI Group takes a decentralised approach, with seasoned local management given broad discretion to run group businesses within defined limits. SDI Group typically acquires businesses generating up to £1m EBIT for around 4-6 times EBIT plus net assets, including earnout payments.
Progressive's Jeremy McKeown is joined by Robert Marstrand, an author and investor who writes the investment stack OfWealth. They discuss Javier Milei, Argentina's 'Maverick President', covering Argentina's political and economic background and the effects of Milei's reforms.00:00 Introduction - About Argentina and Javier Milei
08:07 Robert’s background
14:32 Argentina’s political background
17:24 How has Javier Milei met his goals?
20:17 What’s the evidence on the ground of the supply side response?
21:58 What’s the current political landscape?
24:07 Potential risks
28:01 What have been the effects of Milei’s changes to tariffs and taxes?
34:02 How fast will Milei move in his reforms?
35:31 Miliei’s relationship with Trump and the US
38:03 What’s been driving his popularity?
39:38 What does the future look like?
42:21 What does Argentina look like from an investor's perspective?
47:06 Conclusion
About:
Jeremy McKeown has a degree in economics and an MBA. He has been working in the City for over forty years, both as an investment manager and at a number of leading investment banks including Merrill Lynch and Investec. His passion is for meeting, investing in and advising small and mid-sized businesses – and his previous roles give him a vast array of experience on which to draw. Jeremy’s role at Progressive includes helping clients with their investment cases, providing high quality content to our subscriber base and giving the team a valuable macro “framework” within which to evaluate and position our customers’ propositions.
Progressive’s Jeremy McKeown and Gareth Evans discuss the week’s macro picture, the impact on investors, companies reporting & what to look out for next week.00:50 US rate reductions
04:44 UK Inflation and interest rates
06:53 Japanese interest rates
07:36 Other news: China, Russia, Trump
09:18 Idox (IDOX) and Petro matad (MATD)
10:48 Artisanal Spirits (ART)
14:01 Outro
About:
Gareth Evans has 25 years’ research experience covering the Technology sector. An Oxford University graduate, Gareth qualified as an accountant before starting his research career covering the Pan European Chemicals sector at the American Investment Bank Donaldson Lufkin & Jenrette (DLJ), later acquired by Credit Suisse. He then moved to cover the Technology sector at ABN AMRO, Canaccord and at Investec for eleven years, where he was Joint Head of Research. Gareth has received numerous awards for his work, including being voted techMark Analyst of the Year.
Jeremy McKeown has a degree in economics and an MBA. He has been working in the City for over forty years, both as an investment manager and at a number of leading investment banks including Merrill Lynch and Investec. His passion is for meeting, investing in and advising small and mid-sized businesses – and his previous roles give him a vast array of experience on which to draw. Jeremy’s role at Progressive includes helping clients with their investment cases, providing high quality content to our subscriber base and giving the team a valuable macro “framework” within which to evaluate and position our customers’ propositions.
About Progressive Research.
Produced by Progressive Research, Distributed by PIWORLD
Progressive's Jeremy McKeown and David Seaman of Alpha Cygni Investment Management are joined by Richard Stuckey, the manager of the Ennismore Global Equity Fund, to discuss the management of a long-short strategy in smaller global companies.00:22 - Introduction
09:49 - Managing risk in a long-short strategy
22:30 - How does shorting affect the overall portfolio structure?
24:11 - Genus (GNS)
33:38 - Paradox Interactive
40:51 - Geographic diversity & considering macro risks
43:18 - Managing market inefficiency driven by mega-cap tech stocks, passive investment and meme-driven markets
47:10 - Investing mistakes and learnings
50:32 - Conclusion
About:
Jeremy McKeown has a degree in economics and an MBA. He has been working in the City for over forty years, both as an investment manager and at a number of leading investment banks including Merrill Lynch and Investec. His passion is for meeting, investing in and advising small and mid-sized businesses – and his previous roles give him a vast array of experience on which to draw. Jeremy’s role at Progressive includes helping clients with their investment cases, providing high quality content to our subscriber base and giving the team a valuable macro “framework” within which to evaluate and position our customers’ propositions.
About Progressive Research.
Produced by Progressive Research, Distributed by PIWORLD
Progressive’s Jeremy McKeown and Gareth Evans discuss the week’s macro picture, the impact for investors, companies reporting & what to look out for next week.01:00 Overview: Middle East Uncertainty, Trump
01:41 China’s monetary policy
02:31 USA
05:40 Springfield Properties (SPR) and VanElle Holdings (VANL)
06:36 UK - Ashtead and Games Workshop (GAW)
12:29 Forthcoming news:
- Chinese production data (Mon 16 Dec)
- UK inflation data (Weds 18 Dec)
- US interest rates (Weds 18 Dec)
- Bank of Japan interest rates (Thurs 19 Dec)
- UK Interest rates (Thurs 19 Dec)
About:
Gareth Evans has 25 years’ research experience covering the Technology sector. An Oxford University graduate, Gareth qualified as an accountant before starting his research career covering the Pan European Chemicals sector at the American Investment Bank Donaldson Lufkin & Jenrette (DLJ), later acquired by Credit Suisse. He then moved to cover the Technology sector at ABN AMRO, Canaccord and at Investec for eleven years, where he was Joint Head of Research. Gareth has received numerous awards for his work, including being voted techMark Analyst of the Year.
Jeremy McKeown has a degree in economics and an MBA. He has been working in the City for over forty years, both as an investment manager and at a number of leading investment banks including Merrill Lynch and Investec. His passion is for meeting, investing in and advising small and mid-sized businesses – and his previous roles give him a vast array of experience on which to draw. Jeremy’s role at Progressive includes helping clients with their investment cases, providing high quality content to our subscriber base and giving the team a valuable macro “framework” within which to evaluate and position our customers’ propositions.
About Progressive Research.
Produced by Progressive Research, Distributed by PIWORLD
Begbies Traynor Executive Chairman, Ric Traynor and Group Finance Director, Nick Taylor present the group's results for the six months ended 31 October 2024, followed by Q&A.Ric Traynor, Executive Chairman
00:16 - Introduction
01:05 - H1 highlights
Nick Taylor, Group Finance Director
03:04 - H1 financial highlights
06:45 - Reconciliation of adjusted EBITDA to statutory profit
07:38 - Financial position
11:02 - Financial summary & outlook
Ric Traynor, Executive Chairman
12:22 - Insolvency levels
14:08 - Property market transaction levels
15:23 - Divisional growth
17:24 - Case studies
18:25 - Organic growth
19:58 - Growth strategy
20:43 - Growth in property advisory
21:33 - Historic performance
22:06 - Summary & outlook
22:48 - Q&A
Begbies Traynor Group plc is a leading UK advisory firm with expertise in business recovery, advisory and corporate finance, valuations, asset sales and property consultancy.
We have 1,300 colleagues operating from 45 locations across the UK, together with four offshore offices. Our multidisciplinary professional teams include insolvency practitioners, accountants, lawyers, funding professionals and chartered surveyors.
- Business recovery
- Corporate and personal insolvency; contentious insolvency; creditor services
- Advisory and corporate finance
- Debt advisory and finance broking; corporate finance; special situations M&A financial advisory
- Valuations
- Property, business and asset valuations
- Asset sales
- Property, plant and machinery auctions; property and business sales agency
- Property consultancy
- Building consultancy; transport planning; commercial property management; insurance and protection
Further information can be accessed via the group's website at https://ir.begbies-traynorgroup.com/.
SThree CEO, Timo Lehne and CFO, Andrew Beach give a trading update.Timo Lehne, CEO
00:16 - Introduction
Andrew Beach, CFO
01:46 - Financial performance
02:24 - Contract order book
02:51 - Balance sheet
Timo Lehne, CEO
03:14 - Summary & Outlook
SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in Science, Technology, Engineering and Mathematics ('STEM'), providing permanent and flexible contract talent to a diverse base of around 6,000 clients across 11 countries. Our Group's c.2,700 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the London Stock Exchange's Main Market, trading with ticker code STEM.
Progressive Analysts, George O'Connor and Ian Robertson’s regular review of the technology sector, including an overview of Oxford Metrics full-year results, reported last week, and FD Technologies focussing on its KX database business.00:00 - Introduction
01:15 - Oxford Metrics (OMG)
07:38 - FD Technologies (FDP)
View Oxford Metrics (OMG) research here.
About: George O'Connor has been a financial analyst for the past 25 years, covering London-listed Software & IT Services, e-comm and hardware companies. George has worked for a variety of firms including Albert E. Sharp, Panmure Gordon and Stifel where he researched and communicated investment cases, conducted IPOs, secondary placings and the odd rescue rights. George started his career at IT industry analysts IDC where over nine years he rose to become Research Manager.
Ian Robertson has over two decades of experience in the smaller companies and technology sectors working as investor, analyst and advisor. Ian Started his career by qualifying as a chartered accountant before moving onto roles in corporate finance at EY and then fund management at Gartmore and RSA. Ian then moved across to sell-side equity research at HSBC and subsequently worked at a number of UK small-cap specialist brokers, including Altium, Evolution and Seymour Pierce.
Find out more about Progressive Research here.
Produced by Progressive Research, Distributed by PIWORLD
MindGym CEO, Christoffer Ellehuus and CFO, Emily Fyffe present the group's results for the six months ended 30 September 2024.Christoffer Ellehuus, CEO
00:16 - Introduction
04:04 - Market opportunity & dynamics
Emily Fyffe, CFO
07:11 - HY FY25 financial highlights
Christoffer Ellehuus, CEO
10:00 - Global energy framework case study
12:15 - Finastra case study
14:33 - Vision for growth
15:50 - Packaged solutions
17:43 - Technology platform partnerships
18:56 - New product launches
22:01 - Diagnostics & analytics products
26:16 - Summary & outlook
MindGym is a company that delivers business improvement solutions using scalable, proprietary products which are based on behavioural science. The Group operates in three global markets: business transformation, human capital management and learning & development.
MindGym is listed on the London Stock Exchange Alternative Investment Market (ticker: MIND) and headquartered in London. The business has offices in London, New York and Singapore.
Further information is available at www.themindgym.com
Cerillion CEO, Louis Hall and CFO, Andrew Dickson present the company's results for the year ended 30 September 2024, followed by Q&A.Louis Hall, CEO
00:16 - Introduction
01:31 - About Cerillion
08:32 - FY24 Highlights
Andrew Dickson, CFO
11:24 - FY24 financial highlights
14:30 - Cash generation
17:02 - Income statement
18:53 - Balance sheet
19:20 - Cash flow statement
Louis Hall, CEO
19:31 - Operations
24:55 - Summary & Outlook
26:15 - Q&A
Cerillion has a 25-year track record in providing mission-critical software for billing, charging and customer relationship management ("CRM"), mainly to the telecommunications sector but also to other markets, including utilities and financial services. The Company has c. 80 customer installations across c. 45 countries.
Headquartered in London, Cerillion also has operations in India and Bulgaria as well as a sales presence in the USA, Singapore and Australia.
The business was originally part of Logica plc before its management buyout, led by CEO, Louis Hall, in 1999. The Company joined AIM in March 2016.
Tracsis CEO, Chris Barnes and CFO, Andrew Kelly present the group's results for the year ended 31 July 2024, followed by Q&A.Chris Barnes, CEO
00:16 - Introduction
03:31 - FY 2024 highlights
07:42 - UK Market
10:54 - US rail market
Andrew Kelly, CFO
13:20 - FY2024 financial highlights
16:41 - Divisional performance
18:43 - Cash position
19:53 - Operating model transformation
22:33 - Growth strategy
Chris Barnes, CEO
24:03 - Contract wins & pipeline growth
Andrew Kelly, CFO
34:41 - Summary & outlook
37:34 - Q&A
Tracsis plc is a technology company and a leading provider of software and hardware products, data capture and data analytics/GIS services for the rail, traffic data and wider transport industries.
Tracsis's products and services are widely used to increase efficiency, reduce cost and risk, improve operational and asset performance, improve safety management and decision making capabilities and improve the overall end-user experience for clients and customers.
The Group is split into two principal operating areas built around detailed industry knowledge and expertise:
- Rail Technology & Services: A software, technology and product led business. It develops and supplies software that solves complex resource, asset optimisation and control problems for Train Operators, and smart ticketing, delay repay and other retail software to improve the customer experience for rail users. It also develops remote condition monitoring hardware, data acquisition software, and safety and risk management software for rail infrastructure providers.
- Data, Analytics, Consultancy & Events: A largely services led business that focuses on data capture, data analytics, GIS, earth observation, data insights, consultancy and event traffic management within a range of transport and pedestrian rich environments. The business provides technology and bespoke products and data that underpin large scale intelligent transport systems, smart city planning and positive environmental decision making.
Tracsis has a blue-chip client base which includes all major UK transport owning groups, Network Rail, Passenger and Freight Train Operating Companies, the Department for Transport, TfL, multiple local authorities, major outdoor music and sporting event organisers, and a wide variety of large engineering and infrastructure companies. In North America our clients include Class 1 rail freight companies, transit operators, shortline railroads and several large rail served ports and industrials.
The business drives growth both organically and through acquisition and has made seventeen acquisitions since 2008.
For more information on Tracsis please visit http://www.tracsis.com
Creightons Group Managing Director, Pippa Clark and Director of Finance, Qadeer Mohammed present the group's results for the six months ended 30 September 2024, followed by a Q&A session with them both and Paul Forster, Non-Executive Chairman.Pippa Clark, Group Managing Director
00:16 - Introduction
00:43 - About Creightons
02:48 - Operational highlights
04:45 - Financial highlights
Qadeer Mohammed, Director of Finance
05:13 - Revenue streams
06:30 - Gross profit margin
07:44 - Operating profit before exceptional costs
08:40 - Cashflow movement
Pippa Clark, Group Managing Director
09:35 - Strategy summary
10:12 - Building brands
12:34 - Growing private label share
13:52 - Team & people development
15:32 - Maintaining business foundations
16:16 - R&D
18:04 - Manufacturing capability & investment
19:51 - Summary
21:54 - Q&A
Creightons plc is engaged in the development, marketing and manufacture of toiletries and fragrances. The Company operates through three business streams: private label business, contract manufacturing business and branded business. Its private label business focuses on private label products for high street retailers and supermarket chains. Its contract manufacturing business develops and manufactures products on behalf of third party brand owners. Its branded business develops, markets, sells and distributes products it has developed and owns the rights to. Its product portfolio includes bath and shower care, haircare, body care, baby and maternity, and fragrances, among others. Its services include market analysis, creative concept generation, product development, brand development, manufacturing and logistics. Its brands include Frizz No More, Volume Pro, Argan Body, Argan Smooth, Keratin Pro, Perfect Hair, Bronze Ambition, Sunshine Blonde, Beautiful Brunette and Just Hair.
DSW Capital CEO, James Dow, CEO Designate, Shru Morris and CFO & COO, Pete Fendall present the group's results for the six-month period ended 30 September 2024, followed by Q&A.James Dow, CEO
00:16 - Introduction
01:39 - H1 FY25 highlights
03:15 - The DSW licence model
05:47 - Current service lines
Pete Fendall, CFO & COO
06:25 - H1 FY25 financial highlights
08:48 - Income statement
10:21 - Balance sheet
11:08 - Cashflow
12:01 - Network KPI's
14:15 - Recriutment
Shru Morris, CEO designate
15:51 - Growth opportunities
18:39 - Acquisition of DR Solicitors Limited
James Dow, CEO
21:45 - Management changes
23:19 - Summary & Outlook
26:17 - Q&A
DSW Capital, owner of the Dow Schofield Watts and DR Solicitors brands, is a profitable, mid-market, challenger professional services network with a cash generative business model and scalable platform for growth. Originally established in 2002, by three KPMG alumni, Dow Schofield Watts is one of the first platform models disrupting the traditional model of accounting professional services firms. DSW Capital operates licensing arrangements with its businesses and has over 130 fee earners across 12 offices in the UK. These businesses trade primarily under the Dow Schofield Watts and DR Solicitors brands.
DSW Capital's vision is for our brands to become the most sought-after destinations for ambitious, entrepreneurial professionals to start and develop their own businesses. Through a licensing model, DSW Capital gives professionals the autonomy and flexibility to fulfil their potential.
Being part of the DSW Capital group brings support benefits in recruitment, funding and infrastructure. DSW Capital's challenger model attracts experienced, senior professionals, predominantly with a "Big 4" accounting firm or "Magic Circle" legal background, who want to launch their own businesses and recognise the value of DSW Capital's brands and the synergies which come from being part of the network.
DSW Capital aims to scale its agile model through organic growth, geographical expansion, additional service lines and acquisitions. The Directors are targeting high margin, complementary, niche service lines with a strong synergistic fit with the existing network.
Sosandar Co-CEOs, Julie Lavington and Ali Hall, and CFO, Steve Dilks, present the company's results for the six months ended 30 September 2024, followed by Q&A.Julie Lavington, Co-CEO
00:16 - Introduction
00:56 - H1 highlights
Steve Dilks, CFO
02:17 - H2 Outlook
Ali Hall & Julie Lavington, Co-CEOs
03:58 - Store rollout
05:33 - Halo effect of stores
07:19 - First 10 weeks since opening
Steve Dilks, CFO
08:06 - Increasing margin
10:26 - H1 FY25 Financial highlights
11:27 - Income statement
12:34 - Balance sheet
13:32 - Cashflow
Ali Hall & Julie Lavington, Co-CEOs
14:28 - Product sucess
15:19 - New product categories
16:13 - Next homeware licencing partnership
17:17 - Summary & Outlook
18:19 - Q&A
Sosandar is a women's fashion brand in the UK targeting style conscious women who have graduated from lower quality, price-led alternatives. The Company offers this underserved audience fashion-forward, affordable, quality clothing to make them feel sexy, feminine, and chic. The business sells predominantly own-label exclusive product designed and tested in-house.
Sosandar's product range is diverse, providing its customers with an array of choice for all occasions across all women's fashion categories. The company sells through Sosandar.com and its own stores, and has a number of high value brand partnerships including with NEXT and Marks & Spencer.
Sosandar's success has been built on an exceptional product range, seamless customer experience and impactful, lifestyle marketing, all of which is underpinned by combining innovation with data analysis. Our growth strategy is focused on continuing to grow brand awareness and expand our addressable market and routes to market, reaching customers wherever they wish to shop. This is achieved both through direct to consumer channels and through chosen third-party partners.
Sosandar was founded in 2016 and listed on AIM in 2017. More information is available at www.sosandar-ir.com
IG Design Group CEO, Paul Bal and CFO, Rohan Cummings present the group's results for the six months ended 30 September 2024, followed by Q&A.Paul Bal, CEO
00:16 - Introduction
00:20 - HY2025 highlights
04:36 - HY2025 Financial summary
06:15 - Category performance
07:04 - DG Americas
12:27 - DG International
Rohan Cummings, CFO
15:40 - Group revenue
18:04 - Adjusted operating profit
19:55 - Profit & Loss
21:57 - Cash flow
Paul Bal, CEO
23:34 - Strategy
25:15 - Summary and outlook
28:21 - Q&A
IG Design Group plc is a United Kingdom-based company that is engaged in the design manufacture and distribution of celebration, craft & creative play, stationery, gifting and not-for-resale consumable products. The Company is a producer of Celebrations products, including greetings cards, gift wrap, Christmas crackers, gift bags and partyware. The Company design, manufacture and sources a range of stationery products for consumers of all ages, for use in education, commercial and home settings. Its not-for-resale consumables product combines Polaris business with Paper Twist Handle Bags. The Company’s segments include DG Americas and DG International. The DG Americas segment includes overseas operations in Asia, Australia, the United Kingdom (UK), India and Mexico, and the United States companies. The DG International segment comprises the consolidation of the separately owned UK, European and Australian businesses.
Tracsis CEO, Chris Barnes and CFO, Andrew Kelly provide an overview of the group's results for the year ended 31 July 2023.Chris Barnes, CEO
00:22 - Operational highlights
Andrew Kelly, CFO
02:28 - Financial highlights
Chris Barnes, CEO
06:03 - Commercial successes and opportunities
Andrew Kelly, CFO
08:23 - Operating model transformation
Chris Barnes, CEO
10:24 - Outlook
Tracsis plc is a technology company and a leading provider of software and hardware products, data capture and data analytics/GIS services for the rail, traffic data and wider transport industries.
Tracsis’ products and services are widely used to increase efficiency, reduce cost and risk, improve operational and asset performance, improve safety management and decision making capabilities and improve the overall end-user experience for clients and customers.
The Group is split into two principal operating areas built around detailed industry knowledge and expertise:
– Rail Technology & Services: A software, technology and product led business. It develops and supplies software that solves complex resource, asset optimisation and control problems for Train Operators, and Smart Ticketing, Delay Repay and other retail software to improve the customer experience for rail users. It also develops remote condition monitoring hardware, data acquisition software, and safety and risk management software for rail infrastructure providers.
– Data, Analytics, Consultancy & Events: A largely services led business that focuses on data capture, data analytics, GIS, earth observation, data insights, consultancy and event traffic management within a range of transport and pedestrian rich environments. The business provides technology and bespoke products and data that underpin large scale intelligent transport systems, smart city planning and positive environmental decision making.
Tracsis has a blue-chip client base which includes all major UK transport owning groups, Network Rail, Passenger and Freight Train Operating Companies, the Department for Transport, TfL, multiple local authorities, major outdoor music and sporting event organisers, and a wide variety of large engineering and infrastructure companies. In North America our clients include Class 1 rail freight companies, transit operators, shortline railroads and several large rail served ports and industrials.
The business drives growth both organically and through acquisition and has made seventeen acquisitions since 2008.
For more information on Tracsis please visit http://www.tracsis.com
ActiveOps Executive Chair, Richard Jeffery and CFO, Emma Salthouse present the group's results for the six months ended 30 September 2024.Richard Jeffery, Executive Chair
00:16 - Introduction
01:37 - Key strengths
03:35 - Fidelity International case study
04:56 - H1 FY25 highlights
Emma Salthouse, CFO
06:58 - Commercial model
08:20 - H1 FY25 financial highlights
09:41 - EBITDA bridge
11:11 - SaaS ARR
13:14 - Australian Tier 1 banking customer case study
16:19 - Financial Summary
Richard Jeffery, Executive Chair
17:00 - Market drivers
18:19 - AI opportunity
21:25 - Control IQ Series 4.0
22:48 - Sales team expansion
24:57 - Addressable market
26:35 - Summary & outlook
ActiveOps is a Software as a Service business, dedicated to helping organisations create more value from their service operations. ActiveOps' Decision Intelligence software solutions are specifically designed to support leaders with the vast number of decisions they make daily in the running their operations. Our customers make better decisions and consume less time and effort making them. The outcomes are significantly improved turnaround times and double-digit improvements in productivity with backlogs of work materially reduced. Customers also leverage the capacity created to invest in transformation and development, and more efficiently utilise resources.
The Company's AI-powered SaaS solutions are underpinned by 15+ years of operational data and its AOM methodology which is proven to enhance cross departmental decision-making.
The Company has approximately 190 employees, serving a global base of enterprise customers from offices in the UK, Ireland, USA, Canada, Australia, India, and South Africa. The Group's customers are predominantly in the banking, insurance, healthcare administration and business process outsourcing (BPO) sectors, including Nationwide, TD Bank, Elevance and Xchanging.
Miles Adcock CEO & Kim Garrod, CFO gives an overview for investors of Concurrent.00:18 What it does
01:30 The business model
02:18 The market
03:20 Lifetime value of contracts
03:50 Geographic split & market sectors
04:21 Investment & growth strategy
05:31 The future
Concurrent Technologies Plc develops and manufactures high-end embedded plug-in cards and systems for use in a wide range of high-performance, long-life cycle applications within the telecommunications, defence, security, telemetry, scientific and aerospace markets, including applications within extremely harsh environments. The processor products feature Intel® processors, including the latest generation embedded Intel® Core™ processors, Intel® Xeon® and Intel Atom™ processors. The products are designed to be compliant with industry specifications and support many of today's leading embedded operating systems. The products are sold worldwide.
Secure Trust Bank management provides an overview of its Commercial Finance Business and its role in helping the business achieve its medium-term targets.The Commercial Finance management team outline the product offering, the size of the market, the team's track record, further growth opportunities, the recurring revenue benefits of the model, as well as their approach to structuring and risk management.David McCreadie, CEO
00:16 - Introduction
John Bevan, Managing Director, Commercial Finance
07:04 - Introduction to commercial finance
12:01 - Business growth
13:18 - Collaborative model
15:03 - Addressable market
16:15 - Growth drivers
16:43 - Commercial finance summary
Sean Powell, National Sales Director, Commerical finance
17:10 - Business proposition
19:27 - Target market
21:29 - Hobbycraft case study
22:32 - Income growth
23:29 - Routes to market
24:58 - Market opportunity
James Hodkinson, COO, Commercial Finance
26:26 - Benefits of the relationship model
32:06 - Client satisfaction
33:46 - Client retention
34:31 - BM Steel case study
Will Airey, Head of Risk, Commercial Finance
36:01 - Specialist underwriting
38:32 - Balance sheet protection
40:28 - Case study
41:47 - Cost of risk
David McCreadie, CEO
42:40 - Summary & Outlook
44:56 - Q&A
Secure Trust Bank is an established, well‐funded and capitalised UK retail bank with over 70‐years of trading history. Secure Trust Bank operates principally from its head office in Solihull, West Midlands, and had 897 employees (full‐time equivalent) as at 30 September 2024. The Group's diversified lending portfolio currently focuses on two sectors:
(i) Business finance through its Real Estate Finance and Commercial Finance divisions, and
(ii) Consumer finance through its Vehicle Finance and Retail Finance divisions.
Secure Trust Bank PLC is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Braemar CEO, James Gundy and CFO, Grant Foley present the group's results for the six months ended 31 August 2024, followed by a Q&A session.James Gundy, CEO
00:16 - Introduction
00:33 - H1 25 Highlights
01:57 - Investment case
Grant Foley, CFO
03:21 - Income statement
05:02 - Revenue mix
05:32 - Revenue Diversification
07:20 - Operating costs
07:55 - Liquidity
08:22 - KPIs
James Gundy, CEO
10:04 - Market and rates
12:30 - Summary & outlook
14:18 - Q&A
Braemar provides expert advice in shipping investment, chartering, and risk management to enable its clients to secure sustainable returns and mitigate risk in the volatile world of shipping. Our experienced brokers work in tandem with specialist professionals to form teams tailored to our customers' needs, and provide an integrated service supported by a collaborative culture.
Braemar joined the Official List of the London Stock Exchange in November 1997 and trades under the symbol BMS.
For more information visit www.braemar.com and follow Braemar on LinkedIn.
Sosandar Co-CEOs, Julie Lavington and Ali Hall, and CFO, Steve Dilks outline the highlights for Half Year 2025, followed by Q&A.Julie Lavington, Co-CEO
00:16 - Introduction & Overview
Ali Hall, Co-CEO
01:46 - Strategic highlights
Steve Dilks, CFO
03:55 - Financial highlights
Julie Lavington, Co-CEO
06:03 - Outlook
06:58 - Q&A
Sosandar is a women's fashion brand in the UK targeting style conscious women who have graduated from lower quality, price-led alternatives. The Company offers this underserved audience fashion-forward, affordable, quality clothing to make them feel sexy, feminine, and chic. The business sells predominantly own-label exclusive product designed and tested in-house.
Sosandar's product range is diverse, providing its customers with an array of choice for all occasions across all women's fashion categories. The company sells through Sosandar.com and its own stores, and has a number of high value brand partnerships including with Next and Marks & Spencer.
Sosandar's success has been built on an exceptional product range, seamless customer experience and impactful, lifestyle marketing, all of which is underpinned by combining innovation with data analysis. Our growth strategy is focused on continuing to grow brand awareness and expand our addressable market and routes to market, reaching customers wherever they wish to shop. This is achieved both through direct to consumer channels and through chosen third party partners.
Sosandar was founded in 2016 and listed on AIM in 2017. More information is available at www.sosandar-ir.com.
1Spatial CEO, Claire Milverton and CFO, Stuart Ritchie present the group's results for the six-month period ended 31 July 2024.Claire Milverton, CEO
00:16 - Introduction
02:41 - H1 FY25 highlights
05:13 - Virginia & Georgia DOT wins
Stuart Ritchie, CFO
07:41 - H1 FY25 Financial highlights
09:25 - Income statement
10:50 - Cashflow
12:43 - Regional revenue
14:21 - Recurring revenue growth
15:04 - Gross profit
15:37 - Business model evolution
Claire Milverton, CEO
16:20 - Market opportunity
17:33 - NG9-1-1
20:55 - 1Streetworks
27:01 - Outlook
1Spatial plc is a global leader in providing Location Master Data Management (LMDM) software, solutions and business applications, primarily to the Government, Utilities and Transport sectors via the 1Spatial platform and SaaS offerings. Our solutions ensure data governance, facilitating the efficient, effective and sustainable operation of customers around the world. It allows them to master their data on any device, anywhere, anytime and can be deployed as SaaS in the cloud, on-premise, or as a hybrid of both. Our global clients include national mapping and land management agencies, utility companies, transportation organisations, government and defence departments.
We have two SaaS offerings for which we see considerable potential - NG9-1-1 and 1Streetworks. 1Streetworks automates the production of traffic management plans, diversion routing and asset inventory lists in the UK, producing a comprehensive, site-specific traffic management plan in just a few minutes. Our Public Safety NG-9-1-1 solution combines a powerful rules engine and data aggregator with a self-service cloud platform to support public safety entities with their data readiness needs.
1Spatial plc is AIM-listed, headquartered in Cambridge, UK, with operations in the UK, Ireland, USA, France, Belgium, Tunisia, and Australia.
www.1spatial.com
Eneraqua Technologies CEO, Mitesh Dhanak and Interim CFO, James Lamb present the group's results for the six months ended 31 July 2024, followed by Q&A.Mitesh Dhanak, CEO
00:16 - Introduction
01:49 - HY 2025 Operational highlights
James Lamb, Interim CFO
05:21 - Income statement
06:27 - Balance sheet
07:27 - Net debt bridge
Mitesh Dhanak, CEO
08:27 - Orderbook
10:27 - Solutions
12:23 - Technology IP
13:58 - Addressable market
16:34 - Growth strategy
18:00 - Case studies
20:58 - Outlook
22:52 - Q&A
Eneraqua Technologies (AIM:ETP) is a specialist in energy and water efficiency. The Group has two divisions energy and water. Energy is the larger division, with the Company focused on clients with end of life gas, oil or electric heating and hot water systems. The Group provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support Net Zero and decarbonisation goals.
The water division is a growing service offering focused on water efficiency upgrades for utilities and commercial clients including hotels and care homes.
The activities in both divisions are underpinned by the Company's wholly-owned intellectual property, the Control Flow HL2024 family of products which reduce water wastage and improve the performance of heating and hot water systems.
The Company's main country of operation is the United Kingdom. The Company's head office is based in London with additional offices in Leeds, Washington (Sunderland), India, Spain and the Netherlands. The Company has 168 employees, with the majority employed within the UK. Eneraqua Technologies has received the London Stock Exchange's Green Economy Mark.
To find out more, please visit: www.eneraquatechnologies.com
Mitesh Dhanak, CEO gives an overview of the interim results for the six months ended 31 July 2024.00:25 Results highlights
01:24 Financial performance
02:18 Strategic and operational highlights
03:55 Outlook
Eneraqua Technologies plc (AIM:ETP) is a specialist in energy and water efficiency. The Group has two divisions energy and water. Energy is the larger division, with the Company focused on clients with end of life gas, oil or electric heating and hot water systems. The Group provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support Net Zero and decarbonisation goals.
The water division is a growing service offering focused on water efficiency upgrades for utilities and commercial clients including hotels and care homes.
The activities in both divisions are underpinned by the Company's wholly-owned intellectual property, the Control Flow HL2024 family of products which reduce water wastage and improve the performance of heating and hot water systems.
The Company's main country of operation is the United Kingdom. The Company's head office is based in London with additional offices in Leeds, Washington (Sunderland), India, Spain and the Netherlands. The Company has 168 employees, with the majority employed within the UK. Eneraqua Technologies has received the London Stock Exchange's Green Economy Mark.
www.eneraquatechnologies.com
Netcall CEO, James Ormondroyd and CFO, Richard Hughes present the group’s results for the year ended 30 June 2024.James Ormondroyd, CEO
00:16 – Introduction
03:05 – FY24 highlights
05:55 – Liberty platform
09:31 – Market drivers
13:34 – Platform expansion
15:58 – M&A
Richard Hughes, CFO
19:25 – FY24 financial highlights
21:01 – Reccuring subscription model
22:20 – ACV
24:27 – Order book
25:26 – Revenue Growth
27:23 – Operating margins
28:33 – Cash flow
29:21 – EPS & dividends
30:06 – Net funds
James Ormondroyd, CEO
31:03 – Summary & Outlook
Netcall’s Liberty software platform with Intelligent Automation and Customer Engagement solutions helps organisations digitally transform their businesses faster and more efficiently, empowering them to create a leaner, more customer-centric organisation.
Netcall’s customers span enterprise, healthcare and government sectors. These include two-thirds of the NHS Acute Health Trusts and leading corporates including Legal and General, Lloyds Banking Group, Aon and Santander.
For further information, please go to www.netcall.com.
Made Tech CEO, Rory MacDonald and CFO, Neil Elton present the group's results for the year ended 31 May 2024, followed by Q&A.Rory MacDonald, CEO
00:16 - Introduction
01:04 - FY24 highlights
Neil Elton, CFO
04:32 - FY24 financial highlights
06:13 - Diversification & client rentention
08:52 - Bookings & Revenue
09:43 - Adjusted EBITDA bridge
11:58 - Balance sheet
12:39 - Cashflow
Rory MacDonald, CEO
13:47 - Operational highlights
16:02 - Clients & Industries
17:11 - Services
19:59 - Case studies
22:40 - Software products
26:03 - Case studies
28:32 - Outlook
29:44 - Q&A
Made Tech is a provider of digital, data and technology services, which enable central government, healthcare, local government organisations and other regulated industries to digitally transform.
Made Tech's purpose is to "positively impact the future of society by improving public services technology". To achieve this the company has four key strategic missions: Modernise legacy technology and working practices; Accelerate digital service and technology delivery; Drive better decisions through data and automation; and Enable technology and delivery skills to build better systems.
The Group operates from four locations across the UK - London, Manchester, Bristol, and Swansea.
More information is available at https://investors.madetech.com/
CT Automotive CEO, Simon Phillips and CFO, Anna Brown present the group's results for the half year ended 30 June 2024, followed by Q&A.Simon Phillips, CEO
00:16 - Introduction
00:34 - About CT Automotive
Anna Brown, CFO
03:16 - HY24 Financial highlights
Simon Phillips, CEO
05:18 - HY24 Operational highlights
Anna Brown, CFO
07:06 - Income statement
09:13 - Revenue bridge
10:41 - Gross profit margin bridge
12:26 - Adjusted EBITDA bridge
13:47 - Balance sheet
14:42 - Net debt bridge
16:17 - ESG
Simon Phillips, CEO
17:09 - Operational review
19:23 - Automation
20:31 - Outlook
22:00 - Q&A
CT Automotive is engaged in the design, development and manufacture of bespoke automotive interior finishes (for example, dashboard panels and fascia finishes) and kinematic assemblies (for example, air registers, arm rests, deployable cup holders and storage systems), as well as their associated tooling, for the world's leading automotive original equipment suppliers ("OEMs") and global Tier One manufacturers.
The Group is headquartered in the UK with a low cost manufacturing footprint. Key production facilities are located in Shenzhen and Ganzhou, China complemented by additional manufacturing facilities in Mexico, Türkiye and Czechia.
CT Automotive's operating model enables it to pursue a price leadership strategy, supplying high quality parts to customers at a lower overall landed cost than competitors. This has helped the Group build a high-quality portfolio of OEM customers, both directly and via Tier One suppliers including Forvia and Marelli. End customers include volume manufacturers, such as Nissan, Ford, GM and Volkswagen Audi Group, and premium luxury car brands such as Bentley and Lamborghini. In addition, the Group supplies all our customer base with a range of products for PHEV and BEV platforms and supplies electric car manufacturers, including Rivian and a US based major EV OEM.
The Group currently supplies component part types to over 57 different models for 22 OEMs. Since its formation, the Group has been one of the very few new entrants to the market, which is characterised by high barriers to entry.
Judges Scientific CEO, David Cicurel, CFO, Brad Ormsby, COO, Mark Lavelle and Group Business Development Director, Tim Prestidge present the group's results for the six months ended 30 June 2024, followed by Q&A.David Cicurel, CEO
00:16 - Introduction
05:22 - Aquisition criteria and process
08:22 - H1 Key messages
Brad Ormsby, CFO
11:11 - H1 FInancial highlights
14:34 - Performance
15:16 - Financial summary
17:33 - Profit Bridge
18:13 - Balance sheet and cashflow
19:42 - Amendment of banking facilities
20:32 - Return on Total Invested Capital
21:24 - Group diversification
22:30 - Financial history
David Cicurel, CEO
23:17 - Growth Strategy
23:27 - Aquisitions
Mark Lavelle, COO & Tim Prestidge, GBDD
29:34 - Organic model
David Cicurel, CEO
40:19 - Outlook & investment case
42:36 - Q&A
Judges Scientific plc (AIM: JDG), is a group focused on acquiring and developing companies in the scientific instrument sector. The Group now consists of 25 businesses acquired since 2005.
The acquired companies are primarily UK-based with products sold worldwide to a diverse range of markets including: higher education institutions, scientific research facilities, manufacturers and regulatory authorities. The UK is a recognised centre of excellence for scientific instruments. The Group has received five Queen's Awards for innovation and export.
The Group's companies predominantly operate in global niche markets, with long term growth fundamentals and resilient margins.
Judges Scientific maintains a policy of selectively acquiring businesses that generate sustainable profits and cash. Shareholder returns are created through the reduction of debt, organic growth and dividends.
For further information, please visit www.judges.uk.com
Somero Enterprises CEO, Jack Cooney, CFO, Enzo LiCausi and COO, Jesse Aho present their interim results for the six months ended June 30, 2024, followed by Q&A.Jack Cooney, CEO
00:16 - Introduction
00:24 - H1 2024 highlights
01:43 - Sales by territory
03:23 - Sales by product
Enzo LiCausi, CFO
04:41 - Financial highlights
06:03 - Operating results
07:13 - Financial position
08:13 - Cash flows
Jesse Aho, COO
08:59 - New products
Jack Cooney, CEO
10:20 - International growth (Europe)
10:46 - International growth (Australia)
11:07 - 2024 Outlook
12:09 - Q&A
Somero Enterprises provides industry-leading concrete-levelling equipment, training, education and support to customers in over 90 countries. The Company's cutting-edge technology allows its customers to install high-quality horizontal concrete floors faster, flatter and with fewer people. Somero® equipment that incorporates laser-technology and wide-placement methods is used to place and screed the concrete slab in all building types and has been specified for use in a wide range of commercial construction projects for numerous global blue-chip companies.
Somero pioneered the Laser Screed® market in 1986 and has maintained its market-leading position by continuing to focus on bringing new products to market and developing patent-protected proprietary designs. In addition to its products, Somero offers customers unparalleled global service, technical support, training and education, reflecting the Company's emphasis on helping its customers achieve their business and profitability goals, a key differentiator to its peers.
For more information, visit www.somero.com
SThree CEO, Timo Lehne and CFO, Andrew Beach give a trading update for Q3 Full Year 2024.Timo Lehne, CEO
00:16 - Introduction
00:26 - Highlights
Andrew Beach, CFO
01:59 - Financial highlights
02:34 - Per segment performance
03:06 - Regional performance
05:07 - Headcount
05:28 - Contract order book
05:56 - Balance sheet
Timo Lehne, CEO
06:12 - Summary and outlook
SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in Science, Technology, Engineering and Mathematics ('STEM'), providing permanent and flexible contract talent to a diverse base of over 5,400 clients (with whom we worked in the Q3 year to date period) across 11 countries. Our Group's c.2,600 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the London Stock Exchange's Main Market, trading with ticker code STEM.
Eagle Eye CEO, Tim Mason and CFO, Lucy Sharman-Munday present the Group's results for the year ended 30 June 2024.Tim Mason, CEO
00:16 - Introduction
03:48 - Market opportunity
06:08 - FY24 Highlights
Lucy Sharman-Munday, CFO
07:46 - FY24 Financial highlights
08:21 - ARR growth
09:57 - FY24 Revenue analysis
12:53 - Sector split
14:23 - Income statement
16:38 - Direct profit
18:15 - Net cash bridge
19:49 - Financial summary
Tim Mason, CEO
21:28 - Geographic opportunities
22:18 - Key initiatives
22:40 - Increased focus on 'Win'
25:50 - Partnerships
28:32 - Packaged products
30:58 - EagleAI
35:11 - Case study
36:17 - People
38:23 - Summary & outlook
Eagle Eye is a leading SaaS technology company enabling retail, travel and hospitality brands to earn the loyalty of their end customers by powering their real-time, omnichannel and personalised consumer marketing activities.
Eagle Eye AIR is a cloud-based platform, which provides the most flexible and scalable loyalty and promotions capability in the world. More than 850 million personalised offers are executed via the platform every week, and it currently hosts over 500 million loyalty member wallets for businesses all over the world. Eagle Eye is trusted to deliver a secure service at hundreds of thousands of physical POS destinations worldwide, enabling the real-time issuance and redemption of promotional coupons, loyalty offers, gift cards, subscription benefits and more.
The Eagle Eye AIR platform is currently powering loyalty and customer engagement solutions for enterprise businesses all over the world, including Asda, Tesco, Morrisons, Waitrose and John Lewis & Partners, JD Sports, Pret a Manger, Loblaws, Southeastern Grocers, Giant Eagle, and the Woolworths Group. In January 2024, Eagle Eye launched EagleAI, a next-generation data science solution for personalisation, already being used by leading retailers worldwide including Carrefour, Auchan and Pattison Food Group. Web - www.eagleeye.com.
The Pebble Group CEO, Chris Lee and CFO, Claire Thomson present the group's results for the six months ended 30 June 2024, followed by Q&A.Chris Lee, CEO
00:16 - Introduction
01:19 - Market Opportunity
02:33 - Investment case
03:37 - HY24 highlights
Claire Thomson, CFO
04:52 - HY24 financial highlights
05:25 - Key financial dynamics
05:56 - Income statement
06:15 - Balance sheet
06:43 - Cash flow
07:13 - Use of capital
Chris Lee, CEO
08:26 - Facilis Group performance
Claire Thomson, CFO
15:45 - Brand addition performance
Chris Lee, CEO
18:16 - ESG
20:09 - Summary & Outlook
21:12 - Q&A
The Pebble Group is a provider of digital commerce, products and related services to the global promotional products industry, comprising two differentiated businesses, Facilisgroup and Brand Addition, focused on specific areas of the promotional products market. For further information, please visit www.thepebblegroup.com.
Mark Dickinson, CEO, gives an overview of Inspired's interim results for the period ending 30th June 2024.00:00 Opening
00:23 Overview
00:53 Financial highlights
01:28 Ignite Deed of Variation
02:00 Divisional performance: Assurance Services
02:38 Divisional performance: ESG Services
03:28 Divisional performance: Optimisation Services
05:20 Divisional performance: Software Services
05:50 Summary & Outlook
Inspired PLC is a United Kingdom-based technology enabled service provider supporting businesses in their drive to reduce energy consumption, deliver net-zero, control energy costs and manage their response to climate change. Its segments include Assurance, Optimisation, Software and ESG. Assurance segment provides services that include the review, analysis and negotiation of gas and electricity contracts on behalf of clients in the United Kingdom and Ireland. Optimisation segment is focused on the optimisation of a client's energy consumption and provides services that include forensic audits, energy efficiency projects and water solutions. Software segment comprises the provision of energy management software to third parties. ESG segment manages the data collection and validation of consumption data to provide the resources for the creation of mandatory ESG disclosures, such as Streamlined Energy and Carbon Reporting and Task Force on Climate related Financial Disclosures reporting.
Tribal Group CEO, Mark Pickett & CFO, Diane McIntyre present interim results for the six months ended 30 June 2024.00:00 Opening
Mark Pickett, CEO
00:18 Introduction to Tribal
01:40 H1 overview
03:52 New wins & successful implementations
Diane McIntyre, CFO
06:33 Financial performance summary
08:38 Segments: SIS & ETIO
12:33 Cashflow
14:07 Summary of financial performance
Mark Pickett, CEO
14:50 The strategy
23:23 Summary & Outlook for H2 2024
Tribal Group plc is a pioneering world-leader of education software and services. Its portfolio includes Student Information Systems; a broad range of education services covering quality assurance, peer review, benchmarking and improvement; and student surveys that provide the leading global benchmarks for student experience. Working with Higher Education, Further and Tertiary Education, schools, Government and State bodies, training providers and employers, in over 55 countries; Tribal Group’s mission is to empower the world of education with products and services that underpin student success.
H&T Group CEO, Chris Gillespie and CFO, Diane Giddy present the group's results for the six months ended 30 June 2024, followed by Q&A.Chris Gillespie, CEO
00:16 - Introduction
00:34 - H1 Overview
01:36 - About H&T Group
03:27 - Product offering & profit contribution
03:59 - Physical stores & digital platform
Diane Giddy, CFO
05:13 - H1 Financial summary
07:54 - Income statement
08:53 - Balance sheet
09:58 - Cashflow
10:49 - Segmental performance
Chris Gillespie, CEO
17:33 - Maxcroft acquisition
19:29 - Store estate
23:41 - Retail strategy
26:22 - Macroeconomic factors
27:21 - H&T investment case
29:46 - Summary & outlook
31:55 - Q&A
H&T is the UK's largest pawnbroker, a leading retailer of high quality new and pre-owned jewellery and pre-owned watches and provides a range of financial products tailored for a customer base which has limited access to or is excluded from the traditional banking sector. These products include Pawnbroking, Retail and Foreign Currency.
H&T's store estate of over 280 stores across the UK provide customers with small-sum short-term non-recourse pawnbroking loans secured by pledged personal property, which consists primarily of gold, jewellery items and watches. H&T also buys and sells new and pre-owned gold, jewellery items and watches along with providing foreign currency exchange, international money transfer, third-party cheque encashment and watch repair services to its customers.
H&T is regulated by the Financial Conduct Authority for its pawnbroking activities.
H&T's common stock (ticker symbol "HAT") is traded on AIM, which is the London Stock Exchange's market for small and medium size growth companies.
For more information regarding H&T and the services the Group offers, please visit H&T's website at http://handt.co.uk.
Secure Trust Bank CEO, David McCreadie and CFO, Rachel Lawrence present their results for the six months to 30 June 2024, followed by Q&A.David McCreadie, CEO
00:22 - Introduction
01:01 - H1 2024 overview
Rachel Lawrence, CFO
08:02 - Income statement
09:42 - Net interest margin
1!:04 - Cost of funds
11:39 - Operating expenses
12:42 - Project Fusion cost savings
13:35 - Impairment charges and provisions
16:34 - Balance sheet
17:53 - Capital
18:14 - Funding and Liquidity
David McCreadie, CEO
18:50 - Strategic focus
19:11 - Strategic progress
23:53 - Retail Finance
25:39 - Vehicle Finance
27:05 - Real Estate Finance
28:13 - Commercial Finance
29:43 - Savings
30:44 - Summary and outlook
32:48 - Q&A
Secure Trust Bank PLC is a United Kingdom-based retail bank. The Company’s segments include Real Estate Finance, Commercial Finance, Vehicle Finance and Retail Finance. Real Estate Finance is engaged in lending secured against property assets to a maximum 70% loan-to-value ratio, on fixed or variable rates over a term of up to five years. Commercial Finance is engaged in lending predominantly against receivables, typically releasing 90% of qualifying invoices under invoice discounting facilities. Other assets can also be funded either long or short-term and for a range of loan-to-value ratios alongside these services. Vehicle Finance include hire purchase lending for used cars to prime and near-prime customers and Personal Contract Purchase lending into the consumer prime credit market, both secured against the vehicle financed. Retail Finance provides online e-commerce service to retailers, providing unsecured lending products to prime United Kingdom customers.
David McCreadie, CEO gives an overview of the interim results for the period ending 30th June 2024.00:26 Summary of the period
01:26 Highlights
02:23 Efficiencies & cost saving targets
03:10 Risk adjusted margins
03:50 Tangible book value & dividend
04:10 Strategic progress
06:16 Retail Finance
07:03 Vehicle Finance
07:32 Business Finance
08:09 Commercial Finance
08:47 Savings capability to support lending
09:17 Outlook
Secure Trust Bank PLC is a United Kingdom-based retail bank. The Company’s segments include Real Estate Finance, Commercial Finance, Vehicle Finance and Retail Finance. Real Estate Finance is engaged in lending secured against property assets to a maximum 70% loan-to-value ratio, on fixed or variable rates over a term of up to five years. Commercial Finance is engaged in lending predominantly against receivables, typically releasing 90% of qualifying invoices under invoice discounting facilities. Other assets can also be funded either long or short-term and for a range of loan-to-value ratios alongside these services. Vehicle Finance include hire purchase lending for used cars to prime and near-prime customers and Personal Contract Purchase lending into the consumer prime credit market, both secured against the vehicle financed. Retail Finance provides online e-commerce service to retailers, providing unsecured lending products to prime United Kingdom customers.
Hill & Smith Executive Chair, Alan Giddins and Chief Financial Officer, Hannah Nichols present the group’s results for the six months ended 30 June 2024.Alan Giddins, Executive Chair
00:16 – H1 2024 highlights
Hannah Nichols, Chief Financial Officer
02:25 – H1 2024 financial highlights
04:15 – Group Overview
05:23 – Divisional performance
12:16 – Cash generation
14:28 – Financial framework
Alan Giddins, Executive Chair
15:46 – US end markets
19:49 – M&A update
22:07 – Investment case
24:20 – Outlook
Hill & Smith PLC is a leading provider of sustainable infrastructure products and services. The Group employs c.4,500 people worldwide with the majority employed by its autonomous, agile, customer focussed operating businesses based in the UK, USA, Australia and India. The Group office is in the UK and Hill & Smith PLC is quoted on the London Stock Exchange (LSE: HILS.L).
The Group’s operating businesses are organised into three main business divisions:
Galvanizing Services: increasing the sustainability and maintenance free life of steel products including structural steel work, lighting, bridges and other products for industrial and infrastructure markets.
Engineered Solutions: supplying engineered steel and composite solutions for a wide range of infrastructure markets including power generation and distribution, marine, rail and housing. The division also supplies engineered pipe supports for the water, power and liquid natural gas markets and seismic protection solutions.
Roads & Security: supplying products and services to support road and highway infrastructure including temporary and permanent road safety barriers, intelligent traffic solutions, street lighting columns and bridge parapets. In addition, the division includes two businesses which are market leaders in the provision of off-grid solar lighting and power solutions. The security portfolio includes hostile vehicle mitigation solutions, high security fencing and automated gate solutions.
NWF Group CEO, Chris Belsham and CFO, Katie Shortland present the group's results for the year ended 31 May 2024.Chris Belsham, CEO
00:16 - Introduction
02:32 - Full Year highlights
03:56 - Operating highlights
Katie Shortland, CFO
10:43 - Income statement
14:29 - Balance sheet
15:47 - Pension summary
16:28 - Cash flow
17:04 - Net debt
Chris Belsham, CEO
17:50 - Purpose, Mission and Values
19:34 - ESG
20:08 - Strategy
23:00 - M&A
Katie Shortland, CFO
26:25 - Lymedale warehouse investment
Chris Belsham, CEO
28:31 - Investment case
29:18 - Summary and outlook
NWF Group plc is a specialist distributor of fuel, food, and feed across the United Kingdom. The principal activities of the Company and its subsidiaries are the sale and distribution of fuel oils, the warehousing and distribution of ambient groceries, and the manufacture and sale of animal feeds. The Company’s segments include Fuels, Food, and Feeds. The Fuels segment is engaged in the sale and distribution of domestic heating, industrial and road fuels. The Food segment is engaged in the warehousing and distribution of clients’ ambient grocery and other products to supermarkets and other retail distribution centers. The Feeds segment is engaged in the manufacture and sale of animal feeds and other agricultural products. The Company operates through its subsidiaries, which include NWF Agriculture Limited, New Breed (UK) Limited, Boughey Distribution Limited, and NWF Fuels Limited.
Information for investors, including analyst consensus forecasts, can be found on the Group’s website at www.nwf.co.uk .
Creightons Group Managing Director, Pippa Clark and Director of Finance, Qadeer Mohammed present the group’s results for the year ended 31 March 2024. Followed by a Q&A session with them both and Martin Stevens, Group Manufacturing Director/Deputy MD & Paul Forster, Non-exec Chairman.00:00 – Opener
Pippa Clark, Group Managing Director
00:16 – Introduction
00:40 – Overview of Creightons
02:42 – FY24 Financial highlights
03:17 – FY24 Operational highlights
Qadeer Mohammed, Director of Finance
05:16 – FY24 financial summary
07:29 – Revenue
09:22 – Operating profit
10:41 – Cash generation
11:59 – Working capital
12:55 – Impairment of Emma Hardie brand value
13:48 – Dividend
Pippa Clark, Group Managing Director
14:21 – Strategy
14:36 – Private label development
16:16 – Development of core brands
20:04 – Expansion with new brands
20:55 – R&D Investment
22:51 – Digital sales
25:12 – Manufacturing strategy
26:16 – ESG targets
27:07 – Summary and outlook
29:03 – Q&A
Creightons plc is engaged in the development, marketing and manufacture of toiletries and fragrances. The Company operates through three business streams: private label business, contract manufacturing business and branded business. Its private label business focuses on private label products for high street retailers and supermarket chains. Its contract manufacturing business develops and manufactures products on behalf of third party brand owners. Its branded business develops, markets, sells and distributes products it has developed and owns the rights to. Its product portfolio includes bath and shower care, haircare, body care, baby and maternity, and fragrances, among others. Its services include market analysis, creative concept generation, product development, brand development, manufacturing and logistics. Its brands include Frizz No More, Volume Pro, Argan Body, Argan Smooth, Keratin Pro, Perfect Hair, Bronze Ambition, Sunshine Blonde, Beautiful Brunette and Just Hair.
SThree CEO, Timo Lehne, CFO, Andy Beach, Chief Legal Officer, Kate Danson and Client Director, Rakesh Patel provide an overview of the group's Employed Contractor Model (ECM) offering, outlining the demand for employed contractors, the details of providing the service, and the impact of the Technology Improvement Programme (TIP) on this segment of the business.Timo Lehne, CEO
00:16 - Introduction
03:48 - SThree's resourcing solutions
Rakesh Patel, Client Director
09:09 - ECM Structural growth drivers
11:14 - Case studies
12:24 - ECM Growth
Kate Danson, Chief Legal Officer
14:10 - Regulatory complexity & risk mitigation
16:59 - Infrastructure requirements
Andy Beach, CFO
18:22 - Financial dynamics
20:07 - Technology Improvement Programme (TIP) impact
Timo Lehne, CEO
21:23 - M&A opportunities
22:39 - Key takeaways
SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in Science, Technology, Engineering and Mathematics ('STEM'), providing permanent and flexible contract talent to a diverse base of over 7,200 clients across 11 countries. Our Group's c.2,600 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the London Stock Exchange's Main Market, trading with ticker code STEM.
SThree CEO, Timo Lehne and CFO, Andrew Beach present half year results for the period ended 31 May 2024.Timo Lehne, CEO
00:16 - Introduction
02:52 - HY24 Highlights
Andrew Beach, CFO
04:20 - Net fee & operating profit performance
07:43 - Regional mix & skill mix
08:45 - Net fees by service
09:23 - Contract order book
10:38 - Productivity
11:03 - Technology improvement programme expenditure
11:57 - Operating profit bridge
12:33 - Net cash
12:54 - Capital allocation policy
13:14 - Financial summary
Timo Lehne, CEO
14:15 - Strategic pillars
14:37 - Market investment
15:39 - Technology improvement programme progress
17:35 - People
19:11 - Market position
19:58 - ESG
21:00 - Summary & outlook
SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in Science, Technology, Engineering and Mathematics (STEM), providing permanent and flexible contract talent to a diverse base of nearly 4,800 clients (with whom we worked in H1 FY24) across 11 countries. Our Group's circa 2,600 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the London Stock Exchange's Main Market, trading with ticker code STEM.
Sosandar Co-CEOs, Julie Lavington and Ali Hall, and CFO, Steve Dilks present their results for the year ended 31 March 2024, followed by Q&A.Ali Hall, Co-CEO
00:16 - Introduction
Julie Lavington, Co-CEO
01:01 - Executive summary
Ali Hall & Julie Lavington, Co-CEOs
03:13 - Brand strengths
Steve Dilks, CFO
05:25 - FY24 Highlights
07:27 - Balance sheet
08:28 - Cash flow
08:59 - Q1 FY25 performance
Ali Hall, Co-CEO
10:11 - Strategic goals
Ali Hall & Julie Lavington, Co-CEO
10:41 - Increasing margin
Julie Lavington, Co-CEO
12:01 - Q1 FY25 margin increase
12:28 - Reduction in price promotion
Steve Dilks, CFO
12:55 - Importance of margin
Ali Hall & Julie Lavington, Co-CEOs
14:07 - Further growth in scale
14:26 - Impact of stores on growth
Steve Dilks, CFO
15:48 - Successful peer group brands
Ali Hall & Julie Lavington, Co-CEOs
16:46 - Drivers for physical retail
Steve Dilks, CFO
19:18 - Store financials
Julie Lavington, Co-CEO
20:35 - Store location criteria
21:25 - Future store openings
Ali Hall, Co-CEO
22:36 - Store interiors
Julie Lavington, Co-CEO
23:01 - Brand expansion
Ali Hall & Julie Lavington, Co-CEOs
24:08 - Summary & outlook
25:15 - Q&A
Sosandar is one of the fastest growing women's fashion brands in the UK targeting style conscious women who have graduated from lower quality, price-led alternatives. The Company offers this underserved audience fashion-forward, affordable, quality clothing to make them feel sexy, feminine, and chic. The business sells predominantly own-label exclusive product designed and tested in-house.
Sosandar's product range is diverse, providing its customers with an array of choice for all occasions across all women's fashion categories. The company sells through Sosandar.com and has a number of high value brand partnerships including with Next and Marks & Spencer.
Sosandar's success has been built on an exceptional product range, seamless customer experience and impactful, lifestyle marketing, all of which is underpinned by combining innovation with data analysis. Our growth strategy is focused on continuing to grow brand awareness and expand our addressable market and routes to market, reaching customers wherever they wish to shop. This is achieved both through direct to consumer channels and through chosen third party partners.
Sosandar was founded in 2016 and listed on AIM in 2017. More information is available at www.sosandar-ir.com
Pod Point, a leading provider of electric vehicle charging solutions in the UK, hosted a Capital Markets Event on the 10th July 2024. Management presented a deep dive into Pod Point's Energy Flex business and its opportunities.David Wolffe, CFO
00:16 - Introduction
Pilgrim Beart, VP, Energy Flex
04:02 - Agenda
04:41 - Energy Supply
07:45- Value pools for flex
08:40 - Market opportunity
09:21 - Energy flex demand
12:47 - Pod Point's role in energy flex
14:09 - Smart Charging
18:39 - Market position
21:28 - Flex markets
24:40 - Product pathways
25:52 - Customer lifetime value model
27:03 - Current progress
28:55 - Roadmap
Melanie Lane, CEO
30:42 - Summary
35:17 - Q&A
Pod Point was founded in 2009. Driven by a belief that driving shouldn't cost the earth, Pod Point is building the infrastructure needed to enable the mass adoption of electric vehicles and to make living with an EV easy and affordable for everyone. As at 30 June 2024 the company has shipped more than 230k chargepoints on its network in the UK and is an official chargepoint supplier for major car brands.
Pod Point works with a broad range of organisations and customers to offer home and commercial charging solutions.
Pod Point is admitted to trading on the London Stock Exchange under the ticker symbol "PODP."
Begbies Traynor Group Executive Chairman, Ric Traynor and Group Finance Director, Nick Taylor present the groups final results for the year ended 30 April 2024 , followed by Q&A.Ric Traynor, Executive Chairman
00:16 - Introduction
00:35 - FY24 Highlights
01:35 - Historic performance
03:03 - Business overview
Nick Taylor, Group Finance Director
03:42 - FY24 Financial highlights
05:39 - Profit
07:54 - Per sector performance
10:44 - Investment in the group
12:07 - Cash & bank facilities
13:37 - Financial guidance
Ric Traynor, Executive Chairman
15:03 - Divisional performance
24:53 - Growth strategy
26:11 - Acquisitions
27:09 - Summary & outlook
28:28 - Q&A
Begbies Traynor Group plc is a leading UK advisory firm with expertise in business recovery, advisory and corporate finance, valuations, asset sales and property consultancy.
The group have over 900 fee earners operating from 45 locations across the UK, together with four offshore offices. Their multidisciplinary professional teams include insolvency practitioners, accountants, lawyers, funding professionals and chartered surveyors.
Further information can be accessed via the group's website at www.ir.begbies-traynorgroup.com.
Knights Group CEO, David Beech and CFO, Kate Lewis present their results for the year ended 30 April 2024 followed by Q&A.David Beech, CEO
00:16 - Introduction
00:35 - Full Year highlights
02:35 - Business growth
04:48 - Mix of work
06:04 - Business model
08:34 - Revenue & PBT growth
Kate Lewis, CFO
08:58 - Full Year financial highlights
09:55 - Income statement
13:46 - Revenue bridge
17:27 - Underlying PBT bridge
17:49 - Performance against KPI's
19:08 - Cash flow
19:58 - Lock up & debtor days
22:00 - Balance sheet
22:51 - Net debt bridge
David Beech, CEO
24:46 - Medium term goals
25:32 - Market opportunity
25:57 - Growth opportunities
29:06 - Recruitment
30:43 - Case study
32:18 - Summary & outlook
33:56 - Q&A
Knights is a fast-growing, legal and professional services business, ranked within the UK's top 50 largest law firms by revenue. Knights was one of the first law firms in the UK to move from the traditional partnership model to a corporate structure in 2012 and has since grown rapidly. Knights has specialists in all key areas of corporate and commercial law so that it can offer end-to-end support to businesses of all sizes and in all sectors. It is focussed on key UK markets outside London and currently operates from 23 offices located in Birmingham, Brighton, Bristol, Carlisle, Cheltenham, Chester, Exeter, Kings Hill, Leeds, Leicester, Lincoln, Manchester, Newbury, Newcastle, Nottingham, Oxford, Portsmouth, Sheffield, Stoke, Teesside, Weybridge, Wilmslow and York.
Secure Trust Bank management provides an update on their Real Estate Finance business and how it will support the Group in achieving its medium-term financial targets.Geoff Ray, Managing Director, Real Estate Finance, John Griffin, Regional Head, London & South East and Chris King, Head of Credit provide details of their strong track record and the strategic repositioning of the Real Estate Finance business to focus on lower risk residential investment loans, which represented 84% of the Real Estate Finance net lending book at the end of 2023.David McCreadie, CEO
00:16 - Introduction
Geoff Ray, Managing Director, Real Estate Finance
05:58 - Real estate finance business overview
John Griffin, Regional Head, Real Estate Finance London at Secure Trust Bank
16:23 - Real estate finance market & customers
Christopher King, Head of Credit Risk
28:24 - Real estate finance risk management
David McCreadie, CEO
36:54 - Outlook
38:07 - Q&A
Secure Trust Bank is an established, well‐funded and capitalised UK retail bank with over 70‐years of trading history. Secure Trust Bank operates principally from its head office in Solihull, West Midlands, and has 897 employees (full‐time equivalent) as at March 2024. The Group's diversified lending portfolio currently focuses on two sectors:
(i) Business finance through its Real Estate Finance and Commercial Finance divisions; and
(ii) Consumer finance through its Vehicle Finance and Retail Finance divisions.
Secure Trust Bank PLC is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
James Dow, CEO and Pete Fendall, COO & Interim CFO, present the group's results for the year ended 31 March 2024, followed by Q&A.James Dow, CEO
00:16 - Introduction
01:54 - Overview of DSW
02:57 - Investment case
Pete Fendall, COO & Interim CFO
04:10 - Current service lines
06:38 - The DSW license model
12:00 - Central initiatives
13:47 - FY24 highlights
16:15 - Income statement
17:56 - Balance sheet
18:50 - Cash flow
James Dow, CEO
19:58 - Network KPI's
22:07 - Growth Opportunities
24:11 - Target acquisition service lines
Pete Fendall, COO & Interim CFO
26:15 - Recruitment stats
27:38 - ESG
James Dow, CEO
29:44 - Summary & outlook
32:06 - Q&A
DSW Capital, owner of the Dow Schofield Watts brand, is a profitable, mid-market, challenger professional services network with a cash generative business model and scalable platform for growth. Originally established in 2002, by three KPMG alumni, DSW is one of the first platform models disrupting the traditional model of accounting professional services firms. DSW operates licensing arrangements with 25 licensee businesses with 107 fee earners, eleven offices across the UK. These trade primarily under the Dow Schofield Watts brand.
DSW's vision is for the DSW Network to become the most sought-after destination for ambitious, entrepreneurial professionals to start and develop their own businesses. Through a licensing model, DSW gives professionals the autonomy and flexibility to fulfil their potential. Being part of the DSW Network brings support benefits in recruitment, funding and infrastructure. DSW's challenger model attracts experienced, senior professionals, predominantly with a "Big 4" accounting firm background, who want to launch their own businesses and recognise the value of the Dow Schofield Watts brand and the synergies which come from being part of the DSW Network.
DSW aims to scale its agile model through organic growth, geographical expansion, additional service lines and investing in "Break Outs" (existing teams in larger firms). The Directors are targeting high margin, complementary, niche service lines with a strong synergistic fit with the existing DSW Network.
Wynnstay Group Executive Chairman, Steve Ellwood and Group Finance Director, Rob Thomas present the group's Interim results for the six months ended 30 April 2024, followed by Q&A.Steve Ellwood, Executive Chairman
00:16 - Introduction
00:52 - H1 Highlights
Rob Thomas, Group Finance Director
03:51 - H1 Highlights
Steve Ellwood, Executive Chairman
06:27 - Business summary
Rob Thomas, Group Finance Director
09:17 - H1 Financial highlights
12:08 - Income statement
13:22 - Balance sheet
14:11 - Cash flow
15:47 - Net cash summary
17:22 - Capital allocation framework
18:45 - Feed division
Steve Ellwood, Executive Chairman
21:22 - Arable division
Rob Thomas, Group Finance Director
23:24 - Glasson
25:53 - Specialist agricultural merchanting division
Steve Ellwood, Executive Chairman
28:13 - Environmental sustainability
32:38 - Wynnstay strategy
33:44 - Summary & Outlook
34:53 - Q&A
Wynnstay Group Plc is a United Kingdom-based manufacturer and supplier of agricultural products in the United Kingdom. The Company has two segments. The Agriculture segment offers animal nutrition products to the agricultural market; and seeds, fertilizers, and agricultural chemicals to arable and grassland farmers, as well as markets grains. The Specialist Agricultural Merchanting segment supplies a range of specialist products to farmers, smallholders and pet owners. It supplies feeds and nutrition products for a number of sectors including, dairy, beef, sheep, pig and poultry, with a range of products to suit the needs of individual farmers. It is a producer of cereal seeds and a range of grass seed mixtures in the United Kingdom. It supplies fertilizer in the United Kingdom. Its subsidiaries include Glasson Group (Lancaster) Limited, Glasson Grain Limited, Wynnstay (Agricultural Supplies) Limited, Youngs Animal Feeds Limited, GrainLink Limited and Tamar Milling Limited (Tamar).
IG Design Group CEO, Paul Bal and CFO, Rohan Cummings present the group's the results for the year ended 31 March 2024, followed by Q&A.Paul Bal, CEO
00:16 - Introduction
01:03 - FY2024 highlights
04:14 - FY2024 Financial summary
06:06 - Category performance
07:14 - DG Americas update
10:42 - DG International update
Rohan Cummings, CFO
15:58 - Group revenue
18:22 - Adjusted operating profit
20:00 - Profit and loss
21:53 - Cash flow
Paul Bal, CEO
23:28 - Growth focussed strategy
25:45 - Strategic priorities
26:23 - New operating model & values
28:42 - Group aspirations
30:02 - Summary & outlook
32:50 - Q&A
IG Design Group plc is a United Kingdom-based company that is engaged in the design manufacture and distribution of celebration, craft & creative play, stationery, gifting and not-for-resale consumable products. The Company is a producer of Celebrations products, including greetings cards, gift wrap, Christmas crackers, gift bags and partyware. The Company design, manufacture and sources a range of stationery products for consumers of all ages, for use in education, commercial and home settings. Its not-for-resale consumables product combines Polaris business with Paper Twist Handle Bags. The Company’s segments include DG Americas and DG International. The DG Americas segment includes overseas operations in Asia, Australia, the United Kingdom (UK), India and Mexico, and the United States companies. The DG International segment comprises the consolidation of the separately owned UK, European and Australian businesses.
Poolbeg Pharma Chief Executive Officer, Jeremy Skillington PhD and Chief Business Officer, David Allmond present an overview of their current programmes and opportunities, focussing on POLB 001, their oral delivery platforms, exclusive option agreement and their AI-powered research using human viral challenge data, followed by a Q&A session.Jeremy Skillington PhD, Chief Executive Officer
00:16 - Introduction
03:06 - Programmes
04:08 - 2024 highlights
David Allmond, Chief Business Officer
05:03 - POLB 001 & CRS
08:01 - POLB 001's efficacy
10:15 - POLB 001 Market Opportunity
14:17 - POLB 001 support
16:12 - Topical PTX & Behçet's Disease
18:36 - Topical PTX 12 month option
20:29 - Topical PTX Phase 2 trial
Jeremy Skillington PhD, Chief Executive Officer
22:05 - Topical PTX outlook
22:48 - Oral delivery platform
25:02 - Artificial Intelligence programmes
28:13 - Investment case
29:30 - Q&A
Poolbeg Pharma plc is committed to the development and commercialisation of innovative medicines targeting diseases with a high unmet medical need, with a growing emphasis on rare and orphan diseases. Its model focusses upon developing its exciting clinical assets and commercialising approved and marketed drugs to support the growth of the Company and the development of its robust pipeline of innovative products, thereby driving significant value creation.
Poolbeg is led by an experienced leadership team with a history of delivering significant shareholder value. The team has been strengthened by the appointment of three former members of the Amryt Pharma plc leadership team, with the intention of repeating Amryt's success and generating near term revenues.
Poolbeg's clinical programmes target large addressable markets including cancer immunotherapy-induced CRS, infectious disease, and metabolic conditions such as obesity with the development of an oral GLP-1R agonist. It uses a cost-effective development philosophy to generate high quality human data to support partnering and further development. Its AI-led infectious disease programmes analyse unique data from human challenge trials to identify clinically relevant drug targets and treatments, leading to faster development and greater commercial appeal.
For more information, please go to www.poolbegpharma.com or follow on Twitter and LinkedIn @PoolbegPharma.
MindGym Executive Chairman, Octavius Black, CEO, Christoffer Ellehuus and CFO, Dominic Neary present the group's results for the year ended 31 March 2024, followed by Q&A.Octavius Black, Executive Chairman
00:16 - Introduction
Christoffer Ellehuus, CEO
01:52 - Introduction & Background
03:12 - FY24 Overview
Dominic Neary, CFO
05:36 - FY24 Market dynamics
08:48 - FY24 Financial highlights
Christoffer Ellehuus, CEO
10:27 - Market Opportunity
14:26 - MindGym's competitive strengths
17:56 - Awards and case studies
20:00 - Strengths & Weaknesses
22:16 - Three-year vision
24:59 - Focus on commercial execution
27:58 - Medium-term positioning
30:22 - FY25 - FY27 actions
32:40 - Summary & Outlook
34:23 - Q&A
Mind Gym is a company that delivers business improvement solutions using scalable, proprietary products which are based on behavioural science. The Group operates in three global markets: business transformation, human capital management and learning & development.
Mind Gym is listed on the London Stock Exchange Alternative Investment Market (ticker: MIND) and headquartered in London. The business has offices in London, New York and Singapore.
Further information is available at www.themindgym.com
SThree CEO, Timo Lehne and CFO, Andrew Beach give a trading update for Half Year 2024.Timo Lehne, CEO
00:16 - Introduction
00:22 - Highlights
Andrew Beach, CFO
01:49 - Financial highlights
02:39 - Per segment performance
03:29 - Regional performance
05:16 - Headcount & productivity
Timo Lehne, CEO
06:17 - Summary & Outlook
SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in Science, Technology, Engineering and Mathematics ('STEM'), providing permanent and flexible contract talent to a diverse base of over 7,200 clients across 11 countries. Our Group's c.2,600 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the London Stock Exchange's Main Market, trading with ticker code STEM.
Idox CEO, David Meaden and CFO, Anoop Kang present the group's half-year results for the six months ended 30 April 2024, followed by Q&A.David Meaden, CEO
00:16 - Introduction
01:25 - H1 Highlights
Anoop Kang, CFO
02:44 - H1 Financial highlights
05:28 - Revenue
06:48 - Land, Property & Public Protection division
09:11 - Assets division
10:14 - Communities division
11:46 - Net Debt movement
12:43 - Financial guidance & outlook
David Meaden, CEO
14:40 - Foundations for growth
16:44 - First-half wins and renewals
17:12 - Growth pillars
19:28 - M&A strategy
21:33 - Geospatial opportunity
25:24 - Election management services
26:07 - Assets opportunity
27:00 - Conclusion
27:52 - Q&A
Idox plc is a United Kingdom-based supplier of specialist information management software and solutions to the public and asset intensive sectors. The Company has two segments: Public Sector Software (PSS) and Engineering Information Management (EIM). PSS segment delivers specialist information management solutions and services to the public sector. EIM segments delivers engineering document management and control solutions to asset intensive industry sectors. Its solutions include regulatory services, engineering information management, built environment, computer aided facility management (CAFM), public protection, electoral services, social care and special educational needs and disabilities (SEND), sexual health management, funding and information services, transport network management, hospital asset tracking and records management, and address data solutions. It caters various industries, including government, health, transport, engineering and construction, and other.
Eneraqua Technologies CEO, Mitesh Dhanak and CFO, Iain Richardson present their full year results for the year ended 31 January 2024, followed by Q&A.Mitesh Dhanak, CEO
00:16 - Introduction
00:36 - About Eneraqua Technologies
01:35 - FY24 Operational highlights
Iain Richardson, CFO
03:30 - FY24 Financial highlights
Mitesh Dhanak, CEO
05:10 - FY24 Progress
Iain Richardson, CFO
07:29 - Group revenue
08:38 - Income statement
09:36 - Net debt bridge
Mitesh Dhanak, CEO
10:59 - Technology & Solutions
13:20 - Addressable market
14:08 - Growth strategy
15:54 - Energy division
17:17 - Water division
18:36 - Summary & Outlook
20:52 - Q&A
Eneraqua Technologies (AIM:ETP) is a specialist in energy and water efficiency. The Group operates in two markets, energy and water. Energy is the larger, with the Company focused on clients with end of life gas, oil or electric heating and hot water systems. The Group provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support Net Zero and decarbonisation goals.
Water is a growing service offering focused on water efficiency upgrades for utilities and non-domestic clients including hotels, hospitals and care homes.
The Group's activities are underpinned by the Company's wholly-owned intellectual property, the Control Flow HL2024® family of products which reduce water wastage and improve the performance of heating and hot water systems.
The Group's main country of operation is the United Kingdom. The Group's head office is based in London with additional offices in Leeds, Washington (Sunderland), India, Spain and the Netherlands. The Group has 206 employees, with the majority employed within the UK.
To find out more, please visit: www.eneraquatechnologies.com
Braemar CEO, James Gundy, CFO, Grant Foley and COO, Tris Simmonds present the group's results for the year ended 29 February 2024, followed by Q&A.James Gundy, CEO
00:16 - Introduction
02:14 - FY24 Highlights
04:16 - Business segments
05:02 - The group's journey
05:56 - Investment case
Tris Simmonds, COO
06:59 - Growth strategy
07:41 - Growth Opportunities
11:28 - People
Grant Foley, CFO
13:20 - Income statement
14:46 - Revenue mix
16:18 - Chartering volumes & rates
17:19 - Operating expenses
17:48 - Liquidity
18:29 - KPI's
James Gundy, CEO
19:38 - Global fleet
20:44 - Rates
22:04 - Summary & Outlook
24:02 - Q&A
Braemar provides expert investment, chartering, and risk management advice that enable its clients to secure sustainable returns and mitigate risk in the volatile world of shipping and energy. Our experienced brokers work in tandem with specialist professionals to form teams tailored to our customers' needs, and provide an integrated service supported by a collaborative culture.
Braemar joined the Official List of the London Stock Exchange in November 1997 and trades under the symbol BMS.
For more information, visit www.Braemar.com
Jonathan White, Gusbourne CEO and Katherine Berry, CFO & COO present their results for the year ended 31 December 2023.Jonathan White, CEO
00:16 - Introduction
02:20 - FY23 Highlights
05:23 - Strategic framework
07:46 - Land under vine
09:15 - New product launches
10:43 - Awards
11:44 - Sales channels
12:36 - DTC (online)
14:07 - DTC (cellar door)
14:59 - UK distribution
15:55 - International distribution
Katherine Berry, CFO & CEO
16:44 - Revenue growth
17:26 - P&L Summary
18:02 - Cash flow
18:34 - Balance sheet
19:33 - Financial outlook
Jonathan White, CEO
19:55 - Conclusions & Outlook
Gusbourne plc (AIM:GUS) is a premium English sparkling and fine wine producer, specialising in the production and distribution of award winning wines, produced from grapes grown across its vineyards in Kent and West Sussex.
Since the Group planted its first vines in 2004, it has had a clear vision and single goal: to create English Still and Sparkling Wines that would stand up alongside the very finest offerings from across the globe.
From these humble beginnings, Gusbourne has focussed on building long-term assets to drive value creation for all stakeholders. Today, the Group is an acknowledged leader in the rapidly expanding English wine industry, achieving international brand recognition across its product range.
Drawing on an estate of over 93 hectares of mature vineyards with additional new land available to scale further, the Gusbourne cellar continues to mature with ever expanding fine wine stocks becoming available to service the growing demands of the Group's increasingly international customer base.
Gusbourne's luxury brand enjoys premium price positioning and is distributed in the finest establishments both in the UK and overseas including premium hotels and restaurants, independent wine merchants, and high-end stockists and retailers. The Group also continues to invest in building strong relationships with its growing and loyal direct customer base, including through its immersive brand experience at its cellar door experiences, the Nest in Kent.
Eneraqua Technologies CEO, Mitesh Dhanak provides an overview of the groups performance for the year ended year ended 31 January 2024.Mitesh Dhanak, CEO
00:23 - FY24 Highlights
02:18 - FY24 Financial highlights
03:41 - Strategy update
06:54 - Outlook
Eneraqua Technologies (AIM:ETP) is a specialist in energy and water efficiency. The Group has two divisions energy and water. Energy is the larger division, with the Company focused on clients with end of life gas, oil or electric heating and hot water systems. The Group provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support Net Zero and decarbonisation goals.
The water division is a growing service offering focused on water efficiency upgrades for utilities and commercial clients including hotels and care homes.
The activities in both divisions are underpinned by the Company's wholly-owned intellectual property, the Control Flow HL2024 family of products which reduce water wastage and improve the performance of heating and hot water systems.
The Company's main country of operation is the United Kingdom. The Company's head office is based in London with additional offices in Leeds, Washington (Sunderland), India, Spain and the Netherlands. The Company has 168 employees, with the majority employed within the UK. Eneraqua Technologies has received the London Stock Exchange's Green Economy Mark.
To find out more, please visit: www.eneraquatechnologies.com
Cerillion CEO, Louis Hall and CFO, Andrew Dickson present interim results for the half-year to 31 March 2024, followed by Q&A.Louis Hall, CEO
00:16 - Introduction
00:31 - About Cerillion
02:18 - Market size & competitive landscape
07:16 - H1 Highlights
Andrew Dickson, CFO
09:50 - Performance against KPI's
13:18 - Financial highlights
14:24 - Cash generation
15:46 - Income statement
17:14 - Balance sheet
17:54 - Cash flow statement
Louis Hall, CEO
18:12 - Operations
21:22 - Summary & outlook
22:05 - Q&A
Cerillion is a leading provider of mission critical software for billing, charging and customer relationship management, with a 23-year track record in providing comprehensive revenue and customer management solutions. The Company has around 80 customers across 45 countries, principally serving the telecommunications market.
The Company is headquartered in London and also has operations in India (in Pune, Ahmedabad, and Indore), Bulgaria (in Sofia), Singapore, USA (in Boston) and Australia (in Sydney).
Treatt Interim CEO, Ryan Govender and Interim CFO, Alison Sleight present results for the six months ended 31 March 2024, followed by Q&A.Ryan Govender, Interim CEO
00:16 - Introduction
00:39 - HY24 highlights
04:13 - HY24 Financial highlights
04:35 - Vision 2027 strategy
05:45 - Protecting heritage
09:00 - Accelerating premium
11:20 - Progress in new markets
Alison Sleight, Interim CFO
15:20 - Income statement
17:38 - Cash flow
18:29 - FY24 guidance
Ryan Govender, Interim CEO
20:37 - 2024 Outlook
22:23 - Outlook
Treatt is a global, independent manufacturer and supplier of a diverse and sustainable portfolio of natural extracts and ingredients for the flavour, fragrance and multinational consumer product industries, particularly in the beverage sector. Renowned for its technical expertise and knowledge of ingredients, their origins and market conditions, Treatt is recognised as a leader in its field.
The Group employs around 350 staff in Europe, North America and Asia and has manufacturing facilities in the UK and US. Its international footprint enables the Group to deliver powerful and integrated solutions for the food, beverage and fragrance industries across the globe.
For further information about the Group, visit www.treatt.com.
Tracsis CEO, Chris Barnes and CFO, Andrew Kelly present interim results for the six months ended 31 January 2024.Chris Barnes, CEO
00:17 Introduction
00:37 Introduction to Tracsis
02:05 H1 highlights
05:00 Drivers in the UK & US
Andrew Kelly, CFO
08:14 Financial performance
10:25 Divisional performance
12:17 Cash
13:18 Business transformation
Chris Barnes, CEO
15:30 RailHub case study
18:40 Dispatch product case study
Andrew Kelly, CFO
21:17 PAYG ticketing case study
22:04 Hopsta case study
Chris Barnes, CEO
23:20 Looking forward
27:07 Q&A.
Tracsis plc is a provider of transport technology. The Company provides software, hardware, data analytics/ geographic information systems (GIS) and services for the rail, traffic data and wider transport industries. The Company operates through two segments: Rail Technology & Services and Data, Analytics, Consultancy & Events. The Rail Technology & Services segment offers a range of products and services for the rail industry, such as software, hosting services and remote condition monitoring. Its customer base in the Rail Technology & Services segment includes train operating companies and infrastructure providers. The Data, Analytics, Consultancy & Events segment includes traffic data collection, event planning and traffic management, data, analytics, and consultancy offerings. It develops and supplies software that solves complex resource, asset optimization and control problems for train operators, as well as smart ticketing, delay repay and other retail software.
1Spatial CEO, Claire Milverton and CFO, Stuart Richie present full year results for the year ended 31 January 2024.Claire Milverton, CEO
00:16 - Introduction
03:08 - FY24 Highlights
05:26 - LMDM software platform
07:34 - The State of Oregon case study
Stuart Richie, CFO
09:36 - FY24 Financial highlights
11:05 - Income statement
12:04 - Cashflow
12:32 - Regional revenue
14:39 - Revenue by type
15:17 - ARR & SaaS revenue
Claire Milverton, CEO
16:21 - Market Overview
19:29 - Enterprise software solutions
21:56 - CalTrans case study
23:21 - NG9-1-1
25:27 - 1Streetworks
29:52 - Outlook
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
Tracsis CEO, Chris Barnes and CFO, Andrew Kelly provide an overview of their results for the six months ended 31 January 2023.Chris Barnes, CEO
00:24 - Operational highlights
Andrew Kelly, CFO
01:19 - Financial highlights
Chris Barnes, CEO
05:20 - Rail Technology division
Andrew Kelly, CFO
07:03 - Data, Analytics, Consultancy and Events division
Chris Barnes, CEO
10:37 - Outlook
Tracsis plc is a technology company and a leading provider of software and hardware products, data capture and data analytics/GIS services for the rail, traffic data and wider transport industries.
Tracsis' products and services are widely used to increase efficiency, reduce cost and risk, improve operational and asset performance, improve safety management and decision making capabilities and improve the overall end-user experience for clients and customers.
The Group is split into two principal operating areas built around detailed industry knowledge and expertise:
- Rail Technology & Services: A software, technology and product led business. It develops and supplies software that solves complex resource, asset optimisation and control problems for Train Operators, and Smart Ticketing, Delay Repay and other retail software to improve the customer experience for rail users. It also develops remote condition monitoring hardware, data acquisition software, and safety and risk management software for rail infrastructure providers.
- Data, Analytics, Consultancy & Events: A largely services led business that focuses on data capture, data analytics, GIS, earth observation, data insights, consultancy and event traffic management within a range of transport and pedestrian rich environments. The business provides technology and bespoke products and data that underpin large scale intelligent transport systems, smart city planning and positive environmental decision making.
Tracsis has a blue-chip client base which includes all major UK transport owning groups, Network Rail, Passenger and Freight Train Operating Companies, the Department for Transport, TfL, multiple local authorities, major outdoor music and sporting event organisers, and a wide variety of large engineering and infrastructure companies. In North America our clients include Class 1 rail freight companies, transit operators, shortline railroads and several large rail served ports and industrials.
The business drives growth both organically and through acquisition and has made seventeen acquisitions since 2008.
For more information on Tracsis please visit http://www.tracsis.com
The Property Franchise Group CEO, Gareth Samples and CFO, David Raggett present an overview of their results for the year ended 31 December 2023, as well as outlining the rationale and benefits of the merger with Belvoir.Gareth Samples, CEO
00:24 - Operational highlights
David Raggett, CFO
01:47 - Financial highlights
Gareth Samples, CEO
04:28 - Belvoir merger
David Raggett, CFO
05:49 - Combined group benefits
Gareth Samples, CEO
07:27 - Outlook
The Property Franchise Group PLC (AIM: TPFG) is the largest property franchisor in the UK and manages the second largest estate agency network and portfolio of lettings properties in the UK.
The Company was founded in 1986 and has since grown to a diverse portfolio of nine brands operating throughout the UK, comprising longstanding high-street focused brands and a hybrid, no sale no fee agency.
The Property Franchise Group's brands are Martin & Co, EweMove, Hunters, CJ Hole, Ellis & Co, Parkers, Whitegates, Mullucks & Country Properties.
Headquartered in Bournemouth, UK, the Company was listed on AIM on the London Stock Exchange in 2013. More information is available at www.propertyfranchise.co.uk
Pod Point CEO, Andy Palmer and CFO, David Wolffe present full year results for the year ended 31 December 2023, followed by Q&A.Andy Palmer, CEO
00:16 - Introduction
03:39 - FY23 Highlights
07:58 - Powering up strategy
15:12 - FY23 summary
David Wolfe, CFO
17:09 - P&L
20:03 - H2 Improvement
20:54 - Gross margin
22:05 - Adj EBITDA
23:14 - Cashflow
24:30 - Customer lifetime value model
26:43 - Financial outlook
Andy Palmer, CEO
27:52 - FY24 Strategy
31:50 - Industry expectations
32:17 - Business transformation
34:41 - Current performance
34:12 - Conclusion
38:10 - Q&A
Pod Point was founded in 2009. Driven by a belief that driving shouldn't cost the earth, Pod Point is building the infrastructure needed to enable the mass adoption of electric vehicles and to make living with an EV easy and affordable for everyone. As at 31 December 2023 the company has 226k chargepoints installed and able to communicate on its network in the UK and is an official chargepoint supplier for major car brands.
Pod Point works with a broad range of organisations and customers to offer home and commercial charging solutions.
Pod Point is admitted to trading on the London Stock Exchange under the ticker symbol "PODP."
Everyman Media Group CEO, Alex Scrimgeour provides an overview of the group's performance for the year, outlining their operational and financial performance, as well as their expansion strategy, future outlook, and the performance of the overall UK Film market.Alex Scrimgeour, CEO
00:16 - Introduction
02:05 - UK film market
03:08 - FY23 financial performance
04:14 - Expansion strategy
05:21 - Operational highlights
06:31 - Outlook
Everyman is the fourth largest cinema business in the UK by number of venues and is a premium, high-growth leisure brand. Everyman operates a growing estate of venues across the UK, with an emphasis on providing first-class cinema and hospitality.
Everyman is redefining cinema. It focuses on venue and experience as key competitive strengths, with a unique proposition:
- Intimate and atmospheric venues, which become a destination in their own right
- An emphasis on a strong quality food and drink menu prepared in-house
- A broad range of well-curated programming content, from mainstream and independent films to theatre and live concert streams, appealing to a diverse range of audiences
- Motivated and welcoming teams
For more information visit http://investors.everymancinema.com/
Sosandar Joint CEO’s Julie Lavington, Ali Hall and CFO Steve Dilks outline FY24 Highlights, followed by Q&A.Julie Lavington, Co-CEO
00:16 – Introduction & Overview
Ali Hall, Co-CEO
01:58 – Strategic highlights
Steve Dilks, CFO
03:23 – Financial highlights
Julie Lavington, Co-CEO
05:10 – Outlook
05:41 – Q&A
Sosandar is one of the fastest growing women’s fashion brands in the UK targeting style conscious women who have graduated from lower quality, price-led alternatives. The Company offers this underserved audience fashion-forward, affordable, quality clothing to make them feel sexy, feminine, and chic. The business sells predominantly own-label exclusive product designed and tested in-house.
Sosandar’s product range is diverse, providing its customers with an array of choice for all occasions across all women’s fashion categories. The company sells through Sosandar.com and has a number of high value brand partnerships including with Next and Marks & Spencer.
Sosandar’s success has been built on an exceptional product range, seamless customer experience and impactful, lifestyle marketing, all of which is underpinned by combining innovation with data analysis. Our growth strategy is focused on continuing to grow brand awareness and expand our addressable market and routes to market, reaching customers wherever they wish to shop. This is achieved both through direct to consumer channels and through chosen third party partners.
Sosandar was founded in 2016 and listed on AIM in 2017. More information is available at www.sosandar-ir.com
Inspired Chief Executive Officer, Mark Dickinson, Chief Commercial Officer, David Cockshott and CFO, Paul Connor present final results for the year ended 31 December 2023.Mark Dickinson, CEO
00:16 - Introduction
02:56 - Market drivers
04:54 - Cross-selling strategy
06:12 - FY23 highlights
07:07 - Non-financial KPI's
David Cockshott, CCO & Paul Connor, CFO
10:31 - Assurance services
13:32 - ESG services
16:28 - Optimisation services
18:38 - Software services
David Cockshott, CCO
20:38 - Case studies
Paul Connor, CFO
23:22 - Group financial performance
23:56 - Cashflow
24:56 - Balance sheet
Mark Dickinson, CEO
25:46 - ESG
27:36 - Outlook
Inspired PLC is a leading B2B technology enabled service provider delivering solutions that enable corporate businesses to transition to net-zero carbon and manage their response to climate change in the UK and Ireland.
Founded in 2000, Inspired operates four divisions: Assurance Services, Optimisation Services, ESG Services and Software Services, providing expert energy advisory and sustainability services to over 3,500 businesses who typically spend more than £100,000 on energy and water per year. The Group's four divisions work together to help corporate businesses manage all aspects of their energy and sustainability programme through the lens of what the Group refers to as the 4Cs of Cost, Consumption, Compliance and Carbon.
Inspired has been recognised with the London Stock Exchange's Green Economy market since 2020 for its environmental and strategic advice, service, and support to customers and is also ranked as the UK's leading advisor by the independent energy market intelligence consultancy, Cornwall Insight.
Bill Fawkner-Corbett, Head of SIGnet, takes us through his journey of discovering Compounders and the reasons for investing in them. He gives one example of a mistake he made selling Microsoft, which made him realise he had no effective tool for valuing Compounders. In his subsequent reading, he discovered the Graham Formula, which gave him a method for calculating the PE ratio for a company based on growth. This set him on a search for alternative methods that would take account of other metrics (e.g. return on capital) in the PE calculation; his explanation of what he found is fascinating.Although all the examples he gives in the presentation are US shares, the majority of Bill's portfolio is in UK shares – he stresses that more than a few of these he considers to be Compounders.This is a presentation Bill gave to his SIGnet group and is an example of the material that might be covered by your local SIGnet - Serious Investor Group Network. SIGnet groups of private investors meet regularly to discuss shares and investing strategies to benefit their investing performance. At the end of the video, and below, there are more details of SIGnet and how to find your local group.00:18 - Introduction
01:33 - Bill's background
02:44 - Characteristics of a compounder
07:02 - Market value VS Intrinsic Value
08:38 - The PEG method
12:45 - The Graham Formula
13:39 - Margin of safety & Internal rate of return
16:48 - Growth & value creation
18:30 - Cost of capital & ROCE
20:36 - Credit Suisse Method
24:44 - Recent examples
27:59 - About SIGnet
29:46 - How to join SIGnet
About Bill Fawkner-Corbett
Bill’s professional experience for the past 30 years has been in Private Equity and Corporate Finance in Central & Eastern Europe.
He has been a private investor for around 50 years, initially in Investment Trusts, Unit Trusts and ETFs; since 2008 in individual shares.
In early 2020 he joined SIGnet, a national network of private investor groups. He became Head of SIGnet in May 2023. His presentation is a compilation of presentations he has recently given to SIGnet groups.
To join SIGnet, or just to find out more, go to: https://www.sharesoc.org/signet/
Judges Scientfic CEO, David Cicurel, CFO, Brad Ormsby, COO, Mark Lavelle and Group Business Development Director, Tim Prestidge present results for the year ended 31 December 2023, followed by Q&A.David Cicurel, CEO
00:16 - Introduction
05:26 - Acquisition strategy
08:07 - FY23 highlights
Brad Ormsby, CFO
10:36 - FY23 financial highlights
16:33 - Order intake
19:20 - Profit bridge
20:05 - Balance sheet & Cashflow
21:48 - Return on total invested capital
23:25 - Group diversification
24:28 - Financial history
David Cicurel, CEO
24:45 - Recent aquisitions
Mark Lavelle, COO & Tim Prestidge, Group Business Development Director
29:29 - Organic model
David Cicurel, CEO
38:48 - Outlook and investment case
40:45 - Q&A
Judges Scientific plc (AIM: JDG), is a group focused on acquiring and developing companies in the scientific instrument sector. The Group consists of 23 businesses acquired since 2005.
The acquired companies are primarily UK-based with products sold worldwide to a diverse range of markets including: higher education institutions, scientific research facilities, manufacturers and regulatory authorities. The UK is a recognised centre of excellence for scientific instruments. The Group has received five Queen's Awards for innovation and export.
The Group's companies predominantly operate in global niche markets, with long term growth fundamentals and resilient margins.
Judges Scientific maintains a policy of selectively acquiring businesses that generate sustainable profits and cash. Shareholder returns are created through the reduction of debt, organic growth and dividends.
For further information, please visit www.judges.uk.com
Tribal Group CEO, Mark Pickett and CFO Diane McIntyre present results for the year ended 31 December 2023.Mark Pickett, CEO
00:16 - Introduction
01:39 - FY23 highlights
02:58 - Growth drivers
05:16 - Growth strategy
06:10 - Case studies & customers
Diane McIntyre, CFO
11:48 - FY23 financial highlights
14:15 - Segmental performance
20:07 - Cashflow
21:21 - Edge investment
21:43 - Financial summary
Mark Pickett, CEO
22:20 - Key initiatives
25:47 - Summary & outlook
Tribal Group plc is a pioneering world-leader of education software and services. Its portfolio includes Student Information Systems; a broad range of education services covering quality assurance, peer review, benchmarking and improvement; and student surveys that provide the leading global benchmarks for student experience. Working with Higher Education, Further and Tertiary Education, schools, Government and State bodies, training providers and employers, in over 55 countries; Tribal Group's mission is to empower the world of education with products and services that underpin student success.
Pebble Group CEO, Chris Lee and CFO, Claire Thomson present full year results for the year ended 31 December 2023, followed by Q&A.Chris Lee, CEO
00:16 - Introduction
01:30 - Market opportunity
02:33 - FY23 Highlights
Claire Thomson, CFO
04:20 - FY23 Financial highlights
05:04 - Key financial dynamics
13:21 - Income statement
06:46 - Cashflow
07:22 - Balance sheet
07:55 - Capital allocation
Chris Lee, CEO
08:58 - Facilis Group performance
12:05 - Facilis Group partner retention
13:44 - Facilis Group strategy
Claire Thomson, CFO
16:46 - Brand Addition performance
18:46 - Brand Addition strategy
Chris Lee, CEO
19:31 - ESG
20:43 - Outlook
22:11 - Q&A
The Pebble Group is a provider of digital commerce, products and related services to the global promotional products industry, comprising two differentiated businesses, Facilisgroup and Brand Addition, focused on specific areas of the promotional products market. For further information, please visit www.thepebblegroup.com.
Mark Dickinson, CEO gives an overview of the year ended 31 December 2023 and a strategy update on the organic growth path to double EBITDA by 2027.00:23 Overview
01:00 Market drivers
01:22 Strategy update
02:25 Non- financial KPIs
05:36 Outlook
Inspired PLC is a United Kingdom-based technology-enabled provider of net-zero, carbon, energy and carbon management, and ESG energy advisory services in the United Kingdom and Ireland. The Company operates through four segments, namely Assurance, Optimization, Software and ESG. The Assurance services segment provides the review, analysis and negotiation of gas and electricity contracts on behalf of clients. The Optimization services segment focuses on the optimization of a client's energy consumption and its services include forensic audits, energy efficiency projects, and water solutions. The Software services segment comprises of the provision of energy management software to third parties. Within ESG segment, the Company manages the data collection and validation of consumption data to provide the resources for the creation of mandatory ESG disclosures, such as Streamlined Energy and Carbon Reporting (SECR) and Taskforce on Climate-related Financial Disclosure (TCFD) reporting.
Somero Enterprises President & CEO, Jack Cooney and CFO, Enzo LiCausi present final results for the twelve months ended 31 December 2023, followed by Q&A.Jack Cooney, President & CEO
00:16 - Introduction
00:35 - FY23 Highlights
01:05 - Sales by territory
02:30 - Sales by product
Enzo LiCausi, CFO
03:35 - FY23 Financial highlights
04:19 - Operating results
05:21 - Balance sheet
06:34 - Cashflow
07:35 - Dividend policy
Jack Cooney, President & CEO
08:05 - Product development
10:40 - International growth
13:13 - Outlook
14:01 - Q&A
Somero Enterprises provides industry-leading concrete-levelling equipment, training, education and support to customers in over 90 countries. The Company's cutting-edge technology allows its customers to install high-quality horizontal concrete floors faster, flatter and with fewer people. Somero® equipment that incorporates laser-technology and wide-placement methods is used to place and screed the concrete slab in all building types and has been specified for use in a wide range of commercial construction projects for numerous global blue-chip companies.
Somero pioneered the Laser Screed® market in 1986 and has maintained its market-leading position by continuing to focus on bringing new products to market and developing patent-protected proprietary designs. In addition to its products, Somero offers customers unparalleled global service, technical support, training and education, reflecting the Company's emphasis on helping its customers achieve their business and profitability goals, a key differentiator to its peers.
For more information, visit www.somero.com
Eagle Eye CEO, Tim Mason and CFO Lucy Sharman-Munday present half year results for the six months ended 31 December 2023.Tim Mason, CEO
00:00 - Introduction
01:52 - Market Opportunity
03:46 - H1 FY24 Performance
05:33 - Strategic framework
Lucy Sharman-Munday, CFO
06:44 - H1 FY24 Financial highlights
07:03 - Revenue analysis
09:25 - Income statement
11:25 - Innovation
13:42 - Net Cash
15:42 - Financial summary
Tim Mason, CEO
16:10 - Customer strategy
17:40 - Eagle AI
20:48 - International growth
21:47 - People
23:24 - Outlook
Eagle Eye is a leading SaaS technology company enabling retail, travel and hospitality brands to earn the loyalty of their end customers by powering their real-time, omnichannel and personalised consumer marketing activities.
Eagle Eye AIR is a cloud-based platform, which provides the most flexible and scalable loyalty and promotions capability in the world. More than 750 million personalised offers are executed via the platform every week, and it currently hosts over 200 million individual loyalty members for businesses all over the world. We are trusted to deliver a secure service at hundreds of thousands of physical POS destinations worldwide, enabling the real-time issuance and redemption of promotional coupons, loyalty offers, gift cards, subscription benefits and more.
The Eagle Eye AIR platform is currently powering loyalty and customer engagement solutions for enterprise businesses all over the world, including Asda, Tesco, Morrisons, Waitrose and John Lewis & Partners, JD Sports, Pret a Manger, Loblaws, Southeastern Grocers, Giant Eagle, and the Woolworths Group. In January 2024, Eagle Eye launched EagleAI, a next-generation data science solution for personalisation, already being used by leading retailers worldwide including Carrefour, Auchan and Pattison Food Group. Website - www.eagleeye.com
David McCreadie, CEO, outlines Secure Trust Bank's Full Year 2023 highlights for the period ended 31 December 2023.00:27 Overview
02:08 Group headlines
03:47 Stratic priorities
04:15 Retail Finance
04:48 Vehicle Finance
05:38 Real Estate Finance
06:29 Commercial Finance
07:50 Savings business
08:13 Summary
Secure Trust Bank PLC is a United Kingdom-based retail bank. The Company’s segments include Real Estate Finance, Commercial Finance, Vehicle Finance and Retail Finance. Real Estate Finance is engaged in lending secured against property assets to a maximum 70% loan-to-value ratio, on fixed or variable rates over a term of up to five years. Commercial Finance is engaged in lending predominantly against receivables, typically releasing 90% of qualifying invoices under invoice discounting facilities. Other assets can also be funded either long or short-term and for a range of loan-to-value ratios alongside these services. Vehicle Finance include hire purchase lending for used cars to prime and near-prime customers and Personal Contract Purchase lending into the consumer prime credit market, both secured against the vehicle financed. Retail Finance provides online e-commerce service to retailers, providing unsecured lending products to prime United Kingdom customers.
Fintel Joint Chief Executive Officers, Matt Timmins and Neil Stevens, and Chief Financial Officer, David Thompson present full year results for the year ended 31 December 2023.Matt Timmins, Joint Chief Executive Officer
00:16 - Introduction
00:58 - Business Overview
06:46 - FY23 Highlights
David Thompson, Chief Financial Officer
09:02 - FY23 Financial highlights
10:15 - Revenue
12:23 - Segmental performance
13:42 - Cash position & Cash flow
16:25 - Financial summary
Neil Stevens, Joint Chief Executive Officer
17:00 - Divisional Highlights
20:28 - M&A Update
David Thompson, Chief Financial Officer
24:02 - M&A Financial impact & Approach
Neil Stevens, Joint Chief Executive Officer
26:36 - M&A strategy & outlook
28:40 - Outlook
Fintel is the UK's leading fintech and support services business, combining the largest provider of intermediary business support, SimplyBiz, and the leading research, ratings and Fintech business, Defaqto.
Fintel provides technology, compliance and regulatory support to thousands of intermediary businesses, data and targeted distribution services to hundreds of product providers and empowers millions of consumers to make better informed financial decisions. We serve our customers through three core divisions:
The Intermediary Services division provides technology, compliance, and regulatory support to thousands of intermediary businesses through a comprehensive membership model. Members include directly authorised IFAs, Wealth Managers and Mortgage Brokers.
The Distribution Channels division delivers market Insight and analysis and targeted distribution strategies to financial institutions and product providers. Clients include major Life and Pension companies, Investment Houses, Banks, and Building Societies.
The Fintech and Research division (Defaqto) provides market leading software, financial information and product research to product providers and intermediaries. Defaqto also provides product ratings (Star Ratings) on thousands of financial products. Financial products are expertly reviewed by the Defaqto research team and are compared and rated based on their underlying features and benefits. Defaqto ratings help consumers compare and buy financial products with confidence.
For more information about Fintel, please visit the website: www.wearefintel.com
SThree CEO, Timo Lehne and CFO Andrew Beach give a trading update for Full Year 2024 Q1.Timo Lehne, CEO
00:16 – Introduction
00:31 – Highlights
Andrew Beach, CFO
01:57 – Financial highlights
02:42 – Per sector performance
03:37 – Regional performance
05:43 – Headcount & Contractor orderbook
06:41 – Balance sheet
Timo Lehne, CEO
06:55 – Summary & Outlook
SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in Science, Technology, Engineering and Mathematics (‘STEM’), providing permanent and flexible contract talent to a diverse base of over 7,200 clients across 11 countries. Our Group’s c.2,700 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the Premium Segment of the London Stock Exchange’s Main Market, trading with ticker code STEM.
H&T Group CEO, Chris Gillespie and CFO, Diane Giddy present full year results for the for the twelve months ended 31 December 2023, followed by Q&A.Chris Gillespie, CEO
00:16 - Introduction
01:14 - Overview
04:41 - Investment case
05:16 - FY23 Financial highlights
06:42 - FY23 Strategic progress
07:40 - Store metrics
Diane Giddy, CFO
08:12 - Income statement
09:30 - Balance sheet
11:31 - Cashflow statement
12:17 - Segmental performance
Chris Gillespie, CEO
14:49 - Business focus & Outlook
20:13 - Acquisition of Maxcroft Securities Limited
22:53 - Q&A
H&T Group plc is a United Kingdom-based non-trading holding company. The principal activities of the Company and its subsidiaries include pawnbroking, gold purchasing, retail of new and pre-owned jewelry and watches, cheque cashing, unsecured lending, and other related services operated through Harvey & Thompson Limited. Its segments include pawnbroking, gold purchasing, retail, pawnbroking scrap, personal loans, foreign exchange and other services. The pawnbroking segment is engaged in providing secured loans against collateral (the pledge). Its gold purchasing segment is engaged in buying jewelry directly from customers through its stores. The retail segment is engaged in retail sales of primarily gold, jewelry and watches, and the retail sales are forfeited items from the pawnbroking pledge book or refurbished items from its gold purchasing operations. Its pawnbroking scrap segment consists of gold scrap sales of its inventory assets other than those reported within gold purchasing.
1Spatial Non-Executive Chairman, Andrew Roberts, CEO, Claire Milverton, Andrew Fennel, Managing Director - Roads, and Stuart Ritchie, CFO introduce their 1Streetworks solution, outlining how it can be used to revolutionise complex streetworks planning and the potential addressable market.Andrew Roberts, Non-Executive Chairman
00:16 - Introduction
Claire Milverton, CEO
02:00 - Agenda
02:53 - What is 1Streetworks?
04:19 - Overview of 1Spatial
05:30 - 1Streetworks & 1Integrate
Andrew Fennel, Managing Director - Roads
06:32 - Market Drivers
08:56 - Critical infrastucture
10:17 - The Electricity market
11:40 - UKPN Connections Team Video
13:42 - Software Demonstration
22:54 - Case Study
Paul Dooley, Streetworks Performance Manager, UK Power Networks
24:54 - Customer Use Case - UKPN
Andrew Fennel, Managing Director - Roads
32:48 - Roll-out/Expansion within UK Power Networks
Claire Milverton, CEO
35:53 - FY25 Ambitions
37:52 - FY25 Key priorities
Stuart Ritchie, CFO
42:15 - Financial framework
Claire Milverton, CEO
45:20 - Outlook
46:45 - Q&A
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
Hill & Smith Executive Chair, Alan Giddins and Chief Financial Officer, Hannah Nichols present results for the year ended 31 December 2023.Alan Giddins, Executive Chair
00:16 – FY23 Highlights
Hannah Nichols, Chief Financial Officer
02:53 – FY23 Financial highlights
04:14 – Group overview
05:22 – Divisional performance
12:28 – Cash generation
24:31 – ESG
Alan Giddins, Executive Chair
16:21 – Financial framework
17:53 – M&A update
22:03 – V&S Utilities case study
24:09 – Investment case
26:40 – Outlook
27:46 – Q&A
Hill & Smith PLC is a leading provider of sustainable infrastructure products and services. The Group employs c.4,400 people worldwide with the majority employed by its autonomous, agile, customer focussed operating businesses based in the UK, USA, Australia and India. The Group office is in the UK and Hill & Smith PLC is quoted on the London Stock Exchange (LSE: HILS.L).
The Group’s operating businesses are organised into three main business divisions:
Galvanizing Services: increasing the sustainability and maintenance free life of steel products including structural steel work, lighting, bridges and other products for industrial and infrastructure markets.
Engineered Solutions: supplying engineered steel and composite solutions for a wide range of infrastructure markets including power generation and distribution, marine, rail and housing. The division also supplies engineered pipe supports for the water, power and liquid natural gas markets and seismic protection solutions.
Roads & Security: supplying products and services to support road and highway infrastructure including temporary and permanent road safety barriers, intelligent traffic solutions, street lighting columns and bridge parapets. In addition, the division includes two businesses which are market leaders in the provision of off-grid solar lighting and power solutions. The security portfolio includes hostile vehicle mitigation solutions, high security fencing and automated gate solutions.
Headlam Group Chief Executive Chris Payne, and Chief Financial Officer, Adam Phillips present full year results for the year ended 31 December 2023, followed by Q&A.Chris Payne, Chief Executive
00:16 - Introduction
01:47 - FY 2023 Overview
03:47 - Flooring market backdrop
Adam Phillips, Chief Financial Officer
05:17 - FY 2023 Financial summary
07:38 - Revenue
08:21 - UK Distribution volumes
09:01 - Income statement
10:37 - Underlying operating profit
12:11 - Mitigating actions
13:24 - Non-underlying items
15:01 - Cashflow
16:42 - Capital expenditure
17:19 - Balance sheet
17:46 - Daily net debt
Chris Payne, Chief Executive
18:04 - Market opportunity
18:45 - Strategy summary
20:01 - Broadening business base
21:02 - Regional distribution
22:35 - Trade counters
23:59 - Larger customers
Adam Phillips, Chief Financial Officer
25:25 - Digital and IT
26:14 - Sustainability and ESG
27:48 - Continental Europe
Chris Payne, Chief Executive
29:22 - Summary and outlook
32:05 - Q&A
Operating for over 30 years, Headlam is the UK's leading floorcoverings distributor. The Group works with suppliers across the globe manufacturing the broadest range of products, and gives them a highly effective route to market, selling their products into the large and diverse trade customer base. The Group has an extensive customer base spanning independent and multiple retailers, small and large contractors, and housebuilders. It provides its customers with a market leading service through the largest product range, in-depth knowledge, ecommerce and marketing support, and nationwide next day delivery service. To maximise customer reach and sales opportunity, Headlam operates 68 businesses and trade brands across the UK and Continental Europe (France and the Netherlands), which are supported by the group's network, central resources and processes.
Eagle Eye, a leading SaaS company that creates digital customer connections enabling personalised, real-time marketing hosted this Captial Markets event for Analysts and Investors on the 22nd February 2024. Operational management and executives outlined the developments in the loyalty market, their strategy to become a £100m revenue and 25% EBITDA margin business and Eagle AI, their newly launched AI-powered data science solution.Anne de Kerckhove, Chair
00:16 - Introduction
Tim Mason, CEO
05:39 - Ambitions and current position
Sarah Jarvis, Communications and Propositions Director
12:01 - Market Opportunity
Steve Rothwell, CTO and Founder
22:20 - Product Innovation
Al Henderson, Chief Sales Officer
35:06 - Win Transact and Deepen Strategy
Claire Essex-Crosby, Chief People Officer
44:53 - Purple People
Lucy Sharman-Munday, CFO
57:07 - M&A
Cédric Chéreau, Managing Director and Co-Founder of Untie Nots
58:20 - Untie Knots integration with Eagle Eye
Zyed Jamoussi, Managing Director and Co-founder of Untie Nots
1:03:07 - Introduction to eagleAI
Lucy Sharman-Munday, CFO
1:10:55 - Finance Overview
Tim Mason, CEO
1:22:48 - Summary
Eagle Eye is a leading SaaS technology company enabling retail, travel and hospitality brands to earn the loyalty of their end customers by powering their real-time, omnichannel and personalised consumer marketing activities.
Eagle Eye AIR is a cloud-based platform, which provides the most flexible and scalable loyalty and promotions capability in the world. More than 750 million personalised offers are executed via the platform every week, and it currently hosts over 200 million individual loyalty members for businesses all over the world. We are trusted to deliver a secure service at hundreds of thousands of physical POS destinations worldwide, enabling the real-time issuance and redemption of promotional coupons, loyalty offers, gift cards, subscription benefits and more.
The Eagle Eye AIR platform is currently powering loyalty and customer engagement solutions for enterprise businesses all over the world, including Asda, Tesco, Morrisons, Waitrose and John Lewis & Partners, JD Sports, Pret a Manger, Loblaws, Southeastern Grocers, Giant Eagle and the Woolworths Group.
In January 2023, the Group acquired France-based Untie Nots, an AI-powered personalised promotions business, adding Carrefour, E. Leclerc, Auchan and other leading brands to its European customer base.
For more information, please visit www.eagleeye.com
Made Tech CEO, Rory MacDonald and CFO, Neil Elton present interim results for the six months ended 30 November 2023, followed by Q&A.Rory MacDonald, CEO
00:16 - Introduction
01:05 - H1 FY24 Highlights
Neil Elton, CFO
05:14 - H1 FY24 Highlights
06:39 - Revenue & gross margin
08:28 - Bookings and revenue
09:33 - EBITDA Bridge
11:06 - Balance sheet
11:39 - Cash flow
Rory MacDonald, CEO
12:39 - Capabilities & offerings
16:09 - Clients
18:40 - Case Study: Homes for Ukraine
19:36 - Case Study: Ministry Of Justice
20:42 - Housing products for local government
22:22 - People
24:22 - Market opportunity
26:48 - Strategic plan
28:05 - Outlook
29:39 - Q&A
Made Tech is a provider of digital, data and technology services, which enable central government, healthcare, local government organisations and other regulated industries to digitally transform.
Made Tech's purpose is to "positively impact the future of society by improving public services technology". To achieve this the company has four key strategic missions: Modernise legacy technology and working practices; Accelerate digital service and technology delivery; Drive better decisions through data and automation; and Enable technology and delivery skills to build better systems.
The Group operates from four locations across the UK - London, Manchester, Bristol, and Swansea.
More information is available at https://investors.madetech.com/
Franchise Brands, an international multi-brand franchise business, hosted a Capital Markets event for analysts and investors on the 20 Febuary 2024. Executives and operational management provided an overview of the companies divisions and outlined their plan for growth.Steven Hemsley, Executive Chairman, Franchise Brands
00:16 - Introduction & overview
15:18 - Introducing the Maximum Potential Model
Chris Stuckey, CEO, Pirtek Europe
22:54 - Pirtek Europe
Peter Molloy, CEO, Water & Waste Services Division
40:26 - Water & Waste Services Division
Jason Sayers, CEO, Filta International
1:02:12 - Filta International
John Michals, Chief Operating Officer, The Filta Group Inc.
1:05:57 - Filta overview and new services
Tom Dunn, CEO, The Filta Group Inc.
1:12:05 - Filta outlook
Jason Sayers, CEO, Filta International
1:17:07 - Filta summary
Tim Harris, Managing Director, B2C Division
1:18:26 - B2C Division
Julia Choudry, Corporate Development Director, Franchise Brands
1:28:27 - The Growth Summit
Colin Rees, Chief Information Officer, Franchise Brands
1:37:22 - The digital transformation of the business
Robin Auld, Group Marketing Director, Franchise Brands
1:54:11 - How marketing supports the Maximum Potential Model
Mark Fryer, CFO, Franchise Brands
2:07:45 - Strategic Targets and de-gearing
Steven Hemsley, Executive Chairman, Franchise Brands
02:19:29 - Summary and investment case
Franchise Brands is an international, multi-brand franchisor focused on building market-leading businesses primarily via a franchise model. The Group has a combined network of over 625 franchisees across seven franchise brands in ten countries covering the UK, North America and Europe.
Franchise Brands' focus is on B2B van-based reactive and planned services. The Company owns several market-leading brands with long trading histories, including Pirtek in Europe, Filta, Metro Rod and Metro Plumb, all of which benefit from the Group's central support services, particularly technology, marketing, and finance. At the heart of Franchise Brands' business-building strategy is helping its franchisees grow their businesses: "if they grow, we grow".
Franchise Brands employs over 700 people across the Group.
For further information, visit www.franchisebrands.co.uk
Accrol Group Chief Executive Officer, Gareth Jenkins and Chief Finance Officer, Chris Welsh present Half Year Results for the six months ended 31 October 2023, followed by Q&A.Gareth Jenkins, Chief Executive Officer
00:16 - Introduction
02:56 - H1 24 performance summary
Chris Welsh, Chief Finance Officer
04:50 - H1 24 Financial summary
06:31 - EBITDA summary
07:12 - Financial overview
08:43 - Net Debt
Gareth Jenkins, Chief Executive Officer
09:59 - Commercial highlights
13:27 - Operational highlights
14:28 - M&A strategy
15:49 - Severn Delta acquisition
16:59 - Outlook
18:23 - Q&A
Accrol Group Holdings plc is a leading tissue converter and supplier of toilet tissues, kitchen rolls, facial tissues, and wet wipes to many of the UK's leading discounters and grocery retailers across the UK. The Group now operates from five manufacturing sites suppling the UK tissue wet wipes market valued at c£2.7bn at retail sales value.
For more information, please visit www.accrol.co.uk.
Wynnstay Group Chief Executive Officer, Gareth Davies and Group Finance Director, Rob Thomas present final results for the year ended 31 October 2023, followed by Q&A.Gareth Davies, Chief Executive Officer
00:16 - Introduction
01:38 - Business overview
03:30 - Geographic reach
05:05 - FY23 Highlights
Rob Thomas, Group Finance Director
07:05 - FY23 Financial highlights
10:42 - Financial track record
11:31 - Dividend
11:49 - Income statement
12:54 - Balance sheet
13:42 - Cash flow and net cash
17:31 - Segmental analysis
Gareth Davies, Chief Executive Officer
18:22 - FY23 Trading environment
20:05 - Feed sector
23:24 - Arable sector
25:11 - Glasson
27:32 - Specialist agricultural merchanting
29:46 - ESG
31:53 - Summary and outlook
33:27 - Q&A
Wynnstay Group Plc is a United Kingdom-based manufacturer and supplier of agricultural products in the United Kingdom. The Company has two segments. The Agriculture segment offers animal nutrition products to the agricultural market; and seeds, fertilizers, and agricultural chemicals to arable and grassland farmers, as well as markets grains. The Specialist Agricultural Merchanting segment supplies a range of specialist products to farmers, smallholders and pet owners. It supplies feeds and nutrition products for a number of sectors including, dairy, beef, sheep, pig and poultry, with a range of products to suit the needs of individual farmers. It is a producer of cereal seeds and a range of grass seed mixtures in the United Kingdom. It supplies fertilizer in the United Kingdom. Its subsidiaries include Glasson Group (Lancaster) Limited, Glasson Grain Limited, Wynnstay (Agricultural Supplies) Limited, Youngs Animal Feeds Limited, GrainLink Limited and Tamar Milling Limited (Tamar).
NWF Group Chief Executive Designate, Chris Belsham and Chief Financial Officer, Katie Shortland present half year results for the six months ended 30 November 2023, followed by Q&A.Chris Belsham, Chief Executive Designate
00:16 - Introduction
01:49 - H1 Highlights
05:06 - Operating highlights
Katie Shortland, Chief Financial Officer
10:27 - Income statement
12:30 - Balance sheet
14:19 - Pension summary
15:03 - Cash flow
Chris Belsham, Chief Executive Designate
16:30 - Development strategy summary
17:24 - Food development strategy
Katie Shortland, Chief Financial Officer
19:32 - Lymedale warehouse financial impact
Chris Belsham, Chief Executive Designate
20:38 - Fuels development strategy
25:00 - Feeds development strategy
27:03 - Summary and outlook
28:31 - Q&A
NWF Group plc is a specialist distributor of fuel, food, and feed across the United Kingdom. The principal activities of the Company and its subsidiaries are the sale and distribution of fuel oils, the warehousing and distribution of ambient groceries, and the manufacture and sale of animal feeds. The Company’s segments include Fuels, Food, and Feeds. The Fuels segment is engaged in the sale and distribution of domestic heating, industrial and road fuels. The Food segment is engaged in the warehousing and distribution of clients’ ambient grocery and other products to supermarkets and other retail distribution centers. The Feeds segment is engaged in the manufacture and sale of animal feeds and other agricultural products. The Company operates through its subsidiaries, which include NWF Agriculture Limited, New Breed (UK) Limited, Boughey Distribution Limited, and NWF Fuels Limited.
Information for investors, including analyst consensus forecasts, can be found on the Group’s website at www.nwf.co.uk .
SThree CEO, Timo Lehne and CFO, Andrew Beach present full year results for the period ended 30 November 2023.Timo Lehne, CEO
00:16 - Introduction
01:56 - FY23 Highlights
Andrew Beach, CFO
04:16 - Net Fee performance
06:18 - Operating profit
08:04 - Regional and Sector performance
08:56 - Employed Contractor model
09:24 - Productivity
10:01 - Techology improvement programme expenditure
10:58 - Operating profit bridge
11:24 - Contractor order book
12:01 - Contract performance
12:39 - Cashflow & Capital allocation
15:25 - Dividend policy
15:51 - Financial outlook
Timo Lehne, CEO
16:17 - Strategic Pillars
16:55 - Places
17:42 - Technology Improvement Programme
26:06 - People
26:42 - Position
27:13 - ESG
27:45 - Outlook
SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in Science, Technology, Engineering and Mathematics (STEM), providing permanent and flexible contract talent to a diverse base of over 7,200 clients across 11 countries (excluding Ireland, Luxembourg and Singapore, which as of 30 November 2023 were no longer going concern). Our Group's circa 2,700 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the Premium Segment of the London Stock Exchange's Main Market, trading with ticker code STEM.
Idox CEO, David Meaden and CFO, Anoop Kang present full year results for the period ended 31 October 23, followed by Q&ADavid Meaden, CEO
00:16 - Introduction
01:56 - FY23 highlights
Anoop Kang, CFO
02:53 - FY23 financial highlights
05:28 - Group revenue
07:19 - Segmental performance
13:19 - Net debt
14:32 - Financial outlook
David Meaden, CEO
16:11 - Strategic performance
17:57 - Group transformation
22:52 - Geospatial opportunities
26:08 - Summary & Outlook
27:23 - Q&A
Idox plc is a United Kingdom-based supplier of specialist information management software and solutions to the public and asset intensive sectors. The Company has two segments: Public Sector Software (PSS) and Engineering Information Management (EIM). PSS segment delivers specialist information management solutions and services to the public sector. EIM segments delivers engineering document management and control solutions to asset intensive industry sectors. Its solutions include regulatory services, engineering information management, built environment, computer aided facility management (CAFM), public protection, electoral services, social care and special educational needs and disabilities (SEND), sexual health management, funding and information services, transport network management, hospital asset tracking and records management, and address data solutions. It caters various industries, including government, health, transport, engineering and construction, and other.
Knights Group CEO, David Beech and CFO, Kate Lewis present half year results for the six months ended 31 October 2023, followed by Q&A.David Beech, CEO
00:16 - Introduction
33:16 - Half Year overview
01:32 - H1 24 Highlights
Kate Lewis, CFO
05:15 - H1 Financial higlights
07:03 - Income statement
08:55 - Revenue bridge
11:49 - Underlying PBT bridge
14:44 - Performance against KPI's
16:06 - Summary Cashflows
16:57 - Working capital
20:27 - Net debt
21:20 - Capital allocation
David Beech, CEO
22:47 - Talent aquisition and retention
28:27 - Scale and premium service
31:19 - Aqcuisitions
34:36 - Summary and current trading
36:17 - Q&A
Knights is a legal and professional services business, ranked within the UK's top 50 largest law firms by revenue. Knights was one of the first law firms in the UK to move from the traditional partnership model to a corporate structure in 2012 and has since grown rapidly. Knights has specialists in all key areas of corporate and commercial law so that it can offer end-to-end support to businesses of all sizes and in all sectors. It is focussed on key UK markets outside London and currently operates from 23 offices located in Birmingham, Brighton, Bristol, Carlisle, Cheltenham, Chester, Exeter, Kings Hill, Leeds, Leicester, Lincoln, Manchester, Newbury, Newcastle-upon-Tyne, Nottingham, Oxford, Portsmouth, Sheffield, Stoke, Teesside, Weybridge, Wilmslow and York.
SThree CEO, Timo Lehne and CFO, Andrew Beach give a trading update for Full Year 2023.Timo Lehne, CEO
00:16 - Introduction
00:24 - Highlights
Andrew Beach, CFO
02:41 - Financial Highlights
03:57 - Regional performance
06:25 - Per Sector performance
07:07 - Headcount & productivity
Timo Lehne, CEO
08:31 - Outlook
SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in Science, Technology, Engineering and Mathematics ('STEM'), providing permanent and flexible contract talent to a diverse base of over 8,200 clients across 14 countries. Our Group's c.2,700 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the Premium Segment of the London Stock Exchange's Main Market, trading with ticker code STEM.
Sosandar Co-CEO's, Julie Lavington and Ali Hall, and CFO, Steve Dilks present Half Year results and a Trading Update, followed by Q&A.Julie Lavington, Co-CEO
00:16 - Introduction
00:29 - Autumn Trading Highlights
Steve Dilks, CFO
01:35 - P&L
03:36 - Balance Sheet
05:02 - Cash Flow
05:47 - Current trading
07:15 - Website KPI's
Julie Lavington and Ali Hall, Co-CEO's
09:02 - Addressable market
09:37 - Strategic Goals
10:14 - Product
10:51 - Sales performance
12:13 - Multi-channel strategy
Julie Lavington, Co-CEO
17:40 - Summary & Outlook
18:43 - Q&A
Sosandar is one of the fastest growing women's fashion brands in the UK targeting style conscious women who have graduated from lower quality, price-led alternatives. The Company offers this underserved audience fashion-forward, affordable, quality clothing to make them feel sexy, feminine, and chic. The business sells predominantly own-label exclusive product designed and tested in-house.
Sosandar's product range is diverse, providing its customers with an array of choice for all occasions across all women's fashion categories. The company sells through Sosandar.com and has a number of high value brand partnerships including with Next, Marks & Spencer and J Sainsbury.
Sosandar's success has been built on an exceptional product range, seamless customer experience and impactful, lifestyle marketing, all of which is underpinned by combining innovation with data analysis. Our growth strategy is focused on continuing to grow brand awareness and expand our addressable market and routes to market, reaching customers wherever they wish to shop. This is achieved both through direct to consumer channels and through chosen third party partners.
Sosandar was founded in 2016 and listed on AIM in 2017. More information is available at www.sosandar-ir.com
Begbies Traynor Group Executive Chairman, Ric Traynor and Group Finance Director, Nick Taylor present half year results for the six months ended 31 October 2023, followed by Q&A.Ric Traynor, Executive Chairman
00:16 - Introduction
01:22 - H1 Highlights
Nick Taylor, Group Finance Director
02:14 - H1 financial highlights
03:22 - Acquisition related items
04:52 - Operating performance
07:11 - Segment peroformance
07:37 - Cash flow
08:42 - Financial outlook
Ric Traynor, Executive Chairman
09:48 - UK insolvency market
13:17 - Property services
16:31 - Investment in people
17:41 - Summary and Outlook
19:08 - Q&A
Begbies Traynor Group plc is a leading professional services consultancy, providing services from a comprehensive network of UK and off-shore locations. Our professional team include licensed insolvency practitioners, accountants, chartered surveyors, bankers and lawyers. We provide the following services to our client base of corporates, financial institutions, the investment community and the professional community:
- Insolvency
- Corporate and personal insolvency
- Financial advisory
- Business and financial restructuring; debt advisory; forensic accounting and investigations
- Transactional support
- Corporate finance; business sales agency; property agency; auctions
- Funding
- Commercial finance broking; residential mortgage broking
- Valuations
- Commercial property, business and asset valuations
- Projects and development support
- Building consultancy; transport planning
- Asset management and insurance
- Commercial property management; insurance broking; vacant property risk management
Further information can be accessed via the group's website at www.ir.begbies-traynorgroup.com.
TPXimpact CEO, Björn Conway and CFO, Steve Winters present interim results for the six months ended 30 September 2023, followed by Q&A.Björn Conway, CEO
00:16 - Introduction
00:35 - H1 2024 highlights
02:49 - Business transformation strategy
05:42 - People powered transformation
06:56 - Digital transformation case studies
07:58 - Digital experience case studies
Steve Winters, CFO
08:38 - H1 2024 Financial highlights
10:35 - Revenue
11:41 - EBITDA
12:21 - ESG
Björn Conway, CEO
13:45 - Market conditions and outlook
17:06 - AI update
18:22 - Q&A
TPXimpact exists to transform the organisations, services and systems that underpin society and that drive business success. It applies strategic and creative thinking, technology, innovative design and user-centred approaches to bring about numerous improvements which together multiply the impact of change.
The Group works closely with its clients in agile, multidisciplinary teams that span organisational design, technology, and digital experiences. It shares a deep understanding of people and behaviours and a philosophy of putting people and communities at the heart of every transformation.
The business is being increasingly recognised as a leading alternative digital transformation provider to the UK public services sector, with over 90% of its client base representing public services in the six months ended 30 September 2023.
More information is available at www.tpximpact.com.
Braemar CEO, James Gundy, CFO, Grant Foley and COO, Tris Simmonds present results for Full Year 2023 and H1 2024, followed by Q&A.James Gundy, CEO
00:16 - Introduction
01:52 - Executive Summary
02:47 - Product offering
03:24 - Transformation plan
04:38 - Completion of independent investigation
05:13 - Revenue performance
Grant Foley, CFO
05:49 - FY23 Income statement
07:38 - FY23 Revenue
08:24 - FY23 Operating expenses
09:25 - FY23 Liquidity
10:00 - FY23 KPI's
10:46 - H1 FY24 Income statement
12:55 - H1 FY24 Revenue
13:41 - H1 FY24 Operating expenses
14:02 - H1 FY24 Liquidity
14:26 - H1 FY24 KPI's
Tris Simmonds, COO
15:19 - Growth Opportunities
18:16 - Successful acquisitions
19:29 - Securities
20:34 - FY25 Growth opportunities
James Gundy, CEO
22:33 - Summary & Outlook
25:47 - Q&A
Braemar provides expert advice in shipping investment, chartering, and risk management to enable its clients to secure sustainable returns and mitigate risk in the volatile world of shipping. Our experienced brokers work in tandem with specialist professionals to form teams tailored to our customers' needs, and provide an integrated service supported by a collaborative culture.
Braemar joined the Official List of the London Stock Exchange in November 1997 and trades under the symbol BMS.
For more information, visit www.braemar.com
Cerillion CEO, Louis Hall and CFO, Andrew Dickson present full year results for the year ended 30 September 2023.Louis Hall, CEO
00:16 - Introduction
01:03 - About Cerillion
05:25 - Markets and channels
10:02 - Revenue by year of customer win
10:44 - Competetive landscape
13:06 - FY 2023 highlights
Andrew Dickson, CFO
18:01 - FY 2023 Key KPI's
20:08 - FY2023 financial highlights
21:56 - Cash generation
23:20 - Income statement
24:37 - Balance sheet
25:15 - Cashflow
Louis Hall, CEO
25:42 - Summary & Outlook
26:27 - Q&A
Cerillion has a 24-year track record in providing mission-critical software for billing, charging and customer relationship management ("CRM"), mainly to the telecommunications sector but also to other markets, including utilities and financial services. The Company has c. 80 customer installations across c. 45 countries.
Headquartered in London, Cerillion also has operations in India and Bulgaria.
The business was originally part of Logica plc before its management buyout, led by CEO, Louis Hall, in 1999. The Company joined AIM in March 2016.
Treatt CEO, Daemmon Reeve and CFO, Ryan Govender present results for the financial year ended 30 September 2023.Daemmon Reeve, CEO
00:16 - Introduction
00:28 - FY2023 Highlights
Ryan Govender, CFO
02:05 - FY2023 Financial highlights
04:19 - Sales performance
06:01 - Gross margin performance
06:51 - Amdinistrative expenses
07:46 - Cash generation
08:42 - Group strategy
Daemmon Reeve, CEO
09:25 - Facilities and infrastructure inprovement
Ryan Govender, CFO
12:20 - Growth drivers
13:36 - Strategy
20:10 - 2024 guidance
Daemmon Reeve, CEO
22:41 - Summary
23:49 - Q&A
Treatt is a global, independent manufacturer and supplier of a diverse and sustainable portfolio of natural extracts and ingredients for the flavour, fragrance and multinational consumer product industries, particularly in the beverage sector. Renowned for its technical expertise and knowledge of ingredients, their origins and market conditions, Treatt is recognised as a leader in its field.
The Group employs in the region of 400 staff in Europe, North America and Asia and has manufacturing facilities in the UK and US. Its international footprint enables the Group to deliver powerful and integrated solutions for the food, beverage and fragrance industries across the globe.
For further information about the Group, visit www.treatt.com.
IG Design Group CEO, Paul Bal and CFO, Rohan Cummings present results for the six months ended 30 September 2023, followed by Q&A.Paul Bal, CEO
00:16 - Introduction
00:37 - HY2024 highlights
03:06 - HY2024 financial summary
04:17 - Category performance
05:24 - DG Americas
08:05 - DG International
Rohan Cummings, CFO
11:45 - Group revenue
14:00 - Adjusted operating profit
15:19 - Profit and loss
16:25 - Cash flow
Paul Bal, CEO
17:40 - New strategy
18:52 - Strategic priorities
20:56 - Strategic aspirations
22:56 - Summary and outlook
24:42 - Q&A
IG Design Group plc is a United Kingdom-based company that is engaged in the design manufacture and distribution of celebration, craft & creative play, stationery, gifting and not-for-resale consumable products. The Company is a producer of Celebrations products, including greetings cards, gift wrap, Christmas crackers, gift bags and partyware. The Company design, manufacture and sources a range of stationery products for consumers of all ages, for use in education, commercial and home settings. Its not-for-resale consumables product combines Polaris business with Paper Twist Handle Bags. The Company’s segments include DG Americas and DG International. The DG Americas segment includes overseas operations in Asia, Australia, the United Kingdom (UK), India and Mexico, and the United States companies. The DG International segment comprises the consolidation of the separately owned UK, European and Australian businesses.
DSW Capital CEO, James Dow, and Deputy CEO, Nicole Burstow present results for the six months to 30 September 2023, followed by Q&A.James Dow, CEO
00:16 - Introduction
02:19 - Investment case
Nicole Burstow, Deputy CEO
03:14 - Current service lines
05:18 - Licensing model
10:07 - Central initiatives
13:01 - H1 FY24 highlights
15:54 - Income statement
18:02 - Balance sheet
18:48 - Cashflow statement
20:01 - KPI's
James Dow, CEO
22:16 - Growth opportunities
23:40 - Service line targets
25:42 - Recruitment pipeline
27:01 - ESG
27:33 - Summary and Outlook
DSW Capital, owner of the Dow Schofield Watts brand, is a profitable, mid-market, challenger professional services network with a cash generative business model and scalable platform for growth. Originally established in 2002, by three KPMG alumni, DSW is one of the first platform models disrupting the traditional model of accounting professional services firms. DSW now operates licensing arrangements with 25 licensee businesses with 106 fee earners, from 12 offices across the UK. These trade primarily under the Dow Schofield Watts brand.
DSW's vision is for the DSW Network to become the most sought-after destination for ambitious, entrepreneurial professionals to start and develop their own businesses. Through a licensing model, DSW gives professionals the autonomy and flexibility to fulfil their potential. Being part of the DSW Network brings support benefits in recruitment, funding and infrastructure. DSW's challenger model attracts experienced, senior professionals, predominantly with a "Big 4" accounting firm background, who want to launch their own businesses and recognise the value of the Dow Schofield Watts brand and the synergies which come from being part of the DSW Network.
DSW aims to scale its agile model through organic growth, geographical expansion, additional service lines and investing in "Break Outs" (existing teams in larger firms). The Directors are targeting high margin, complementary, niche service lines with a strong synergistic fit with the existing DSW Network.
Tracsis CEO, Chris Barnes and CFO, Andrew Kelly present results for the year ended 31 July 2023, followed by Q&A.Chris Barnes, CEO
00:16 - Introduction
03:19 - FY23 Highlights
04:55 - Digital transformation
Andrew Kelly, CFO
07:36 - FY23 Financial highlights
09:48 - Divisional performance
12:18 - Cash position
Chris Barnes, CEO & Andrew Kelly, CFO
13:43 - Group Transformation
Andrew Kelly, CFO
17:53 - Rail technology and services (UK)
20:19 - Rail Technology and services (USA)
Andrew Kelly, CFO
22:46 - Professional services
24:16 - Traffic data and events
25:08 - ESG
Andrew Kelly, CFO
26:24 - Research & development
29:32 - Summary and outlook
31:46 - Q&A
Tracsis plc is a technology company and a leading provider of software and hardware products, data capture and data analytics/GIS services for the rail, traffic data and wider transport industries.
Tracsis' products and services are widely used to increase efficiency, reduce cost and risk, improve operational and asset performance, improve safety management and decision making capabilities and improve the overall end-user experience for clients and customers.
The Group is split into two principal operating areas built around detailed industry knowledge and expertise:
- Rail Technology & Services: A software, technology and product led business. It develops and supplies software that solves complex resource, asset optimisation and control problems for Train Operators, and Smart Ticketing, Delay Repay and other retail software to improve the customer experience for rail users. It also develops remote condition monitoring hardware, data acquisition software, and safety and risk management software for rail infrastructure providers.
- Data, Analytics, Consultancy & Events: A largely services led business that focuses on data capture, data analytics, GIS, earth observation, data insights, consultancy and event traffic management within a range of transport and pedestrian rich environments. The business provides technology and bespoke products and data that underpin large scale intelligent transport systems, smart city planning and positive environmental decision making.
Tracsis has a blue-chip client base which includes all major UK transport owning groups, Network Rail, Passenger and Freight Train Operating Companies, the Department for Transport, TfL, multiple local authorities, major outdoor music and sporting event organisers, and a wide variety of large engineering and infrastructure companies. In North America our clients include Class 1 rail freight companies, transit operators, shortline railroads and several large rail served ports and industrials.
The business drives growth both organically and through acquisition and has made seventeen acquisitions since 2008.
For more information on Tracsis please visit http://www.tracsis.com
The Capital Markets Event, hosted by Pod Point, a leading provider of Electric Vehicle charging solutions, which updated the market on its new focussed strategy and provided more details of its medium-term financial plans.Andy Palmer, Chief Executive Officer
00:16 - Introduction
09:08 - Powering Up strategy overview
11:24 - Core strengths and opportunities
14:34 - Market share
Pilgrim Beart, VP - Grid
19:36 - Grid load management and flex
Andy Palmer, Chief Executive Officer
27:41 - Priority market segments
28:19 - Strategy and transformation plan
Arjan Van Rooijen, Chief Technology Officer
37:44 - Product roadmap
42:23 - Arch 5 Product demo
Pilgrim Beart, VP - Grid
44:33 - Realising flex value
David Wolffe, Chief Finance Officer
48:54 - Financial Outlook
Andy Palmer, Chief Executive Officer
58:53 - Summary
01:01:57 - Q&A
Gareth Davis, Chair & Andy Palmer, Chief Executive Officer
01:52:50 - Closing remarks
Pod Point was founded in 2009. Driven by a belief that driving shouldn't cost the earth, Pod Point is building the infrastructure needed to enable the mass adoption of electric vehicles and to make living with an EV easy and affordable for everyone. As at 30 October 2023 the company has shipped more than 222k charge points on its network in the UK and is an official charge point supplier for major car brands.
Pod Point works with a broad range of organisations and customers to offer home and commercial charging solutions.
For more information, visit https://pod-point.com/
ActiveOps CEO, Richard Jeffery, CFO Ken Smith and incoming CFO, Emma Salthouse present Interim Results for the six months ended 30 September 2023.Richard Jeffery, CEO
00:16 – Introduction
04:26 – H1 FY24 highlights
Ken Smith, CFO
10:03 – Financial Highlights
12:15 – P&L Performance
13:42 – EBITDA Bridge
Emma Salthouse, Incoming CFO
15:03 – Financial outlook
Richard Jeffery, CEO
16:30 – Strategy and Opportunity
17:57 – Decision intelligence
21:36 – Market Evidence
22:56 – ControliQ Series 3
26:15 – Product investment
27:57 – Current trading and outlook
The Company’s offerings provide predictive and prescriptive insight to help service operations make better decisions – faster. The Company’s AI-powered SaaS solutions are underpinned by 15+ years of operational data and its AOM methodology that’s proven to drive cross department decision-making.
With Decision Intelligence, ActiveOps’ customers deliver MORE – release 20%+ capacity within the first 12 months and boost productivity by 30%+ leading to MORE business impact. Customer turnaround times are improved substantially, costs are reduced, SLAs are met, and employees are happier and more engaged.
The Company has 180 employees, serving a global customer base of over 80 enterprise customers from offices in the UK, Ireland, USA, Australia, India and South Africa. The Group’s customers are predominantly in the banking, insurance, healthcare administration and business process outsourcing (BPO) sectors, including Nationwide, TD Bank, Elevance and DXC Technology.
Tracsis CEO, Chris Barnes and CFO, Andrew Kelly provide an overview of their results for the year ended 31 July 2023.Chris Barnes, CEO
00:22 - Introduction
Andrew Kelly, CFO
01:56 - Financial overview
Chris Barnes, CEO
03:22 - Rail division
Andrew Kelly, CFO
05:34 - North America
07:16 - Organisational Enhancements
Chris Barnes, CEO
09:45 - Outlook
Tracsis plc is a technology company and a leading provider of software and hardware products, data capture and data analytics/GIS services for the rail, traffic data and wider transport industries.
Tracsis' products and services are widely used to increase efficiency, reduce cost and risk, improve operational and asset performance, improve safety management and decision making capabilities and improve the overall end-user experience for clients and customers.
The Group is split into two principal operating areas built around detailed industry knowledge and expertise:
- Rail Technology & Services: A software, technology and product led business. It develops and supplies software that solves complex resource, asset optimisation and control problems for Train Operators, and Smart Ticketing, Delay Repay and other retail software to improve the customer experience for rail users. It also develops remote condition monitoring hardware, data acquisition software, and safety and risk management software for rail infrastructure providers.
- Data, Analytics, Consultancy & Events: A largely services led business that focuses on data capture, data analytics, GIS, earth observation, data insights, consultancy and event traffic management within a range of transport and pedestrian rich environments. The business provides technology and bespoke products and data that underpin large scale intelligent transport systems, smart city planning and positive environmental decision making.
Tracsis has a blue-chip client base which includes all major UK transport owning groups, Network Rail, Passenger and Freight Train Operating Companies, the Department for Transport, TfL, multiple local authorities, major outdoor music and sporting event organisers, and a wide variety of large engineering and infrastructure companies. In North America our clients include Class 1 rail freight companies, transit operators, shortline railroads and several large rail served ports and industrials.
The business drives growth both organically and through acquisition and has made seventeen acquisitions since 2008.
For more information on Tracsis please visit http://www.tracsis.com
The STB Capital Markets Day was titled, A Pathway to delivery of Medium Term Targets of a £4bn loan book ambition.The day focussed on V12 Retail Finance, referred to as ‘An emerging powerhouse’. V12 is delivering significant growth, structural improvement in its cost of risk and significant operational leverage and scalability through digitalisation of customer service. Then, Rachel Lawrence, CFO, goes on to provide an update on the Group’s medium term targets. The event was opened by Lord Forsyth, Chairman, with David McCreadie, CEO providing an introduction and closing summary, followed by analyst and investor questions.Lord Forsyth, Chairman
00:17 Chairman’s introduction
David McCreadie, CEO
04:16 Group Overview
Nick Davies, CEO, V12 Retail Finance & Andrew Phillips, Commercial Director, V12 Retail Finance
21:39 Retail Finance
Rachel Lawrence, CFO
50:38 Medium Term Targets
David McCreadie, CEO
01:52:00 Conclusion
1:03:08 Q&A
Secure Trust Bank is an established, well‐funded and capitalised UK retail bank with a 71‐year trading track record. Secure Trust Bank operates principally from its head office in Solihull, West Midlands, and had 858 employees (full‐time equivalent) as at 30 September 2023. The Group’s diversified lending portfolio currently focuses on two sectors:
(i) Business finance through its Real Estate Finance and Commercial Finance divisions, and
(ii) Consumer finance through its Vehicle Finance and Retail Finance divisions.
Secure Trust Bank PLC is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Secure Trust Bank PLC, Yorke House, One Arleston Way, Solihull, B90 4LH.
Distributed by PIWORLD, but not produced.
Interview with Huddled Group CEO Martin Higginson about the acquisition and an overview of the brands.00:25 - The Structure of the Group following the Huddled acquisition?
01:28 - What is Discount Dragon?
03:13 - Martin Higginson’s background and why he believes the time is right for Discount Dragon.
07:44 - The growth and KPIs.
10:59 - Cash and how it will be used.
12:12 - How does BeerMonster fit into the group?
13:27 - An update on the Home Based Entertainment products: Vodiac & Let’s Explore.
14:20 - Why invest?
Huddled Group PLC, formerly Let's Explore Group PLC, is a United Kingdom-based company, which is focused on building a portfolio of e-commerce brands. The Company has built digital marketing and e-commerce. It is engaged in delivering value and service in the growing world of e-commerce. It is also engaged in the business of an e-commerce retailer and rebranded it as Discount Dragon. Discount Dragon is a direct-to-consumer e-commerce business, which focuses pre-dominantly on the sale of branded fast-moving consumer goods (FMCG), predominantly dry and tinned groceries and beverages. It has invested in Discount Dragon, including a complete rebrand and new warehouse management system. Discount Dragon operates out of a third-party owned warehouse in Leigh, near Manchester. It takes all orders through its Website, which runs on an e-commerce platform.
Ian Manocha, CEO, Richard Last, Chair, Tom Mullan, CFO, Neil Vernon, CTO, Geneva Loader, CMO and Alan Huse, Head of Transaction Banking Product Management, ANZ present an investor briefing, focused on the launch of Floe, the Group's next-generation smart bank account platform, followed by Q&A.Ian Manocha, CEO
00:16 - Introduction
03:43- Strategy re-cap
07:37 - Introduction to Floe
Alan Huse, Head of Transaction Banking Product Management, ANZ
09:44 - Overview of ANZ
18:33 - The need for Floe
21:55 - Why work with Gresham?
25:14 - Floe Integration
27:15 - Working with Gresham
Ian Manocha, CEO
32:26 - The business model
34:35 - Vision for Floe
35:26 - Market Priorities
Neil Vernon, CTO
36:52 - Corporate and Institutional needs
40:54 - Use cases
42:48 - Example use case
44:04 - Tech Demo
50:34 - The platform
Ian Manocha, CEO
53:01 - Messaging
Geneva Loader, CMO
53:43 - Marketing strategy
57:33 - FY24 Directions
Ian Manocha, CEO
58:01 - FY24 Directions continued
Tom Mullan, CFO
59:50 - Growth and investment plans
1:02:03 - Floe current investment and Financials
1:01:02 - Group transformation
Ian Manocha, CEO
1:05:42 - Summary
1:06:44 - Q&A
Ian Manocha, CEO
1:19:48 - Closing remarks
Gresham Technologies plc is a leading software and services company that specialises in providing real-time solutions for data integrity and control, banking integration, payments and cash management. Listed on the main market of the London Stock Exchange (GHT.L) and headquartered in the City of London, its customers include some of the world's largest financial institutions and corporates, all of whom are served locally from offices located in the UK, Europe, North America and Asia Pacific.
Gresham's award-winning Clareti software platform is a highly flexible and scalable platform, available on-site or in the cloud, designed to address today's most challenging financial control, risk management, data governance and regulatory compliance problems. Learn more at www.greshamtech.com.
1Spatial CEO, Claire Milverton and CFO, Stuart Ritchie present interim results for the six-month period ended 31 July 2023. The group delivered significant ARR and revenue growth.Claire Milverton, CEO
00:16 - Introduction
01:33 - Overview of 1Spatial
03:53 - HY24 Highlights
Stuart Ritchie, CFO
05:13 - HY24 Financial highlights
06:40 - Income statement
07:59 - Cash flow
09:01 - Regional revenue
09:50 - Recuring revenue growth
11:09 - Business model evolution
Claire Milverton, CEO
12:11 - Location data management business
14:35 - 1Streetworks
19:20 - NG9-1-1
20:59 - Summary & Outlook
1Spatial plc is a global leader in providing Location Master Data Management (LMDM) software, solutions and business applications, primarily to the Government, Utilities and Transport sectors via the 1Spatial platform. Our solutions ensure data governance, facilitating the efficient, effective and sustainable operation of customers around the world. Our global clients include national mapping and land management agencies, utility companies, transportation organisations, government and defence departments.
Today, when using and sharing trusted data provides significant opportunities for businesses and governments to deliver against important sustainability and Net Zero goals, our vision is clear: to make the world safer, smarter and more sustainable by unlocking the value in data, enabling better decisions and greater insights.
The 1Spatial platform is a comprehensive set of data and system agnostic LMDM software components which helps ensure master data is compliant, current, complete, consistent, and coordinated - and that customers can be confident it will remain that way as it evolves. It allows them to master their data on any device, anywhere, anytime and can be deployed as SaaS in the cloud, on-premise, or as a hybrid of both.
1Spatial plc is AIM-listed, headquartered in Cambridge, UK, with operations in the UK, Ireland, USA, France, Belgium, Tunisia and Australia.
Website: www.1spatial.com
Sosandar Joint CEOs, Ali Hall and Julie Lavington and CFO, Steve Dilks present a Trading and Strategic Update for the first half of 2024, outlining the company's performance as well as their omnichannel strategy, launching its first bricks and mortar stores plus international launches in Australia and Canada.Ali Hall & Julie Lavington, Joint CEOs
00:16 - Introduction
00:57 - Overview
03:46 - Launch of nationwide stores
04:20 - UK Clothing market
05:42 - Store locations & programme
07:03 - Benefits of Omnichannel strategy
Steve Dilks, CFO
07:58 - Womens fasion omnichannel case studies
08:54 - Investment strategy
12:16 - Revenue growth FY24 & FY25
12:52 - H1 FY24 key financials & KPI's
13:58 - Strategic progress
Julie Lavington, Joint CEO
14:18 - Summary & Outlook
15:10 - Q&A
Sosandar is one of the fastest growing women's fashion brands in the UK targeting style conscious women who have graduated from price-led alternatives. The Company offers this underserved audience fashion-forward, affordable, quality clothing to make them feel sexy, feminine, and chic. The business sells predominantly own-label exclusive product designed in-house.
Sosandar's product range is diverse, providing its customers with an array of choice for all occasions across all women's fashion categories. The company sells through Sosandar.com and has a number of brand partnerships including with Next, Marks & Spencer and J Sainsbury.
Sosandar's strategy is to continue growing brand awareness and expand its routes to market, reaching customers wherever they wish to shop. This is achieved both through direct to consumer channels and through third party partners. Sosandar offers an exceptional product range, seamless customer experience and impactful, lifestyle marketing, all of which is underpinned by combining innovation with data analysis.
Sosandar was founded in 2016 and listed on AIM in 2017. More information is available at www.sosandar-ir.com
Xeros Technologies CEO, Neil Austin, Finance Director, Alex Tristram, Tom Cobb, Group Product Development Officer and Alasdair Scott, Filtration product owner introduce Xeros, providing an overview of their technologies and the opportunities for the group.Neil Austin, CEO
00:16 - Introduction
Alasdair Scott, Product Owner
01:15 - Filtration technology
Neil Austin, CEO
01:38 - Filtration Demand
Tom Cobb, Group Product Development Director
02:18 - Care technology
Neil Austin, CEO & Alex Trtistram, Finance Director
04:09 - The Business model
Tom Cobb, Group Product Development Director
05:11 - Finish Technology
Neil Austin, CEO & Alex Trtistram, Finance Director
07:22 - Market drivers
10:01 - Why Invest?
Xeros Technology plc has developed patented and proven, industry-leading technologies which reduce the environmental impact of how industries make and care for clothes.
The traditional wet processing methods used in industrial and domestic laundry and garment manufacturing consume billions of litres of fresh water and large amounts of energy and chemicals, as well as damaging and weakening clothing fibres and creating rising levels of environmental pollution. It is estimated that washing machines contribute 35% of the 171 trillion microplastic particles in the ocean.
A range of actors, including consumers, the media NGOs and regulators are exerting pressure on these industries, with legislative action beginning to be taken.
Xeros' three main technologies, Filtration, Finish, and Care, facilitate garment manufacturers, industrial laundries, domestic washing machine manufacturers and consumers, to reduce their environmental impact, whilst also significantly improving efficiency in the process.
Xeros' model is to generate revenue from licensing its technologies, generating royalties and the sale of consumables. Currently there are 8 agreements in place. The addressable markets in Filtration, Finish and Care are estimated to be valued at £350m p.a., £132m p.a. and £3bn p.a. respectively.
Eneraqua Technologies CEO, Mitesh Dhanak and CFO, Iain Richardson present Half Year results for the six months ended 31 July 2023, followed by Q&A.Mitesh Dhanak, CEO
00:16 - Introduction
01:30 - H1 24 Operational highlights
03:54 - Anticipated operational challenges
Iain Richardson, CFO
08:45 - H1 24 Financial summary
09:19 - Group revenue
10:18 - Income statement
11:36 - Balance sheet
12:07 - Cashflow
Mitesh Dhanak, CEO
13:09 - Technology
15:03 - Addressable market
16:45 - Growth strategy
19:53 - Summary and Outlook
22:00 - Q&A
Eneraqua Technologies (AIM:ETP) is a specialist in energy and water efficiency. The Group designs and delivers improved energy and water systems which utilise its wholly owned intellectual property, Control Flow HL2024. Energy was the first market the Company entered and this is the larger sector, with the Company focused on clients with end of life gas, oil or electric heating and hot water systems. The Group provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support Net Zero and decarbonisation goals.
Water is a growing service offering focused on water efficiency upgrades for utilities and commercial clients including hotels and care homes. It has also expanded into agritech systems.
The activities in both areas are underpinned by the Company's wholly-owned intellectual property, the Control Flow HL2024 family of products which reduce water wastage and improve the performance of heating and hot water systems.
The Company's main country of operation is the United Kingdom. The Company's head office is in London with additional offices in Leeds, Washington (Sunderland), India, Spain and the Netherlands. The Company has 191 employees, with the majority employed within the UK. Eneraqua Technologies has received the London Stock Exchange's Green Economy Mark.
To find out more, please visit: www.eneraquatechnologies.com
Mitesh Dhanak, CEO provides an overview of the interim results for the period ended 31 July 2023.00:25 H124 overview
01:21 Financial performance
02:20 Change in customer behaviour
04:24 Outlook
Eneraqua Technologies plc is a United Kingdom-based company, which is a specialist in energy and water efficiency providing turnkey solutions for decarbonization through heating and hot water systems for multiple occupancy social housing and commercial projects. The Company’s geographical segments include United Kingdom, Europe and India. The Company is focused on clients with end-of-life gas, oil or electric heating and hot water systems. The Company provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support net zero and decarbonization goals. It also delivers water efficiency upgrades for utilities and commercial clients, including hotels and care homes.
Vertu Motors CEO, Robert Forrester and CFO, Karen Anderson present interim results for the six months ended 31 August 2023. The group saw record revenues, year-on-year profit and dividend growth.Robert Forrester, CEO
00:16 - Introduction
00:39 - Investement case
01:46 - H1 FY24 Highlights
Karen Anderson, CFO
02:46 - H1 FY24 Financial highlights
03:34 - Income statement
04:45 - Profit bridge
05:31 - Cost management
07:97 - Balance sheet
08:01 - Cashflow
09:22 - Captial Allocation
Robert Forrester, CEO
11:48 - Vehicle sales performance
17:11 - Aftersales performance
19:34 - Electrification
23:07 - Agency distrobution model
24:47 - Group strategy
25:34 - Growth
26:55 - Digitalisation
29:09 - Current trading & Outlook
30:46 - Q&A
Vertu Motors is the fourth largest automotive retailer in the UK with a network of 189 sales outlets across the UK. Its dealerships operate predominantly under the Bristol Street Motors, Vertu and Macklin Motors brand names.
Vertu Motors was established in November 2006 with the strategy to consolidate the UK motor retail sector. It is intended that the Group will continue to acquire motor retail operations to grow a scaled dealership group. The Group's acquisition strategy is supplemented by a focused organic growth strategy to drive operational efficiencies through its national dealership network. The Group currently operates 185 franchised sales outlets and 4 non-franchised sales operations from 141 locations across the UK.
Vertu's Mission Statement is to "deliver an outstanding customer motoring experience through honesty and trust".
Vertu Motors Group website - https://investors.vertumotors.com
Accrol Group CEO, Gareth Jenkins and CFO, Chris Welsh present final results for the year ended 30 April 2023, followed by Q&A. A strong growth in both revenue and profit, driven by increasing market share and volumes. FY24 EBITDA now expected to be ahead of previous Board expectations, driven by accelerating margin recovery.Gareth Jenkins, CEO
00:16 - Introduction
07:14 - FY23 Highlights
Chris Welsh, CFO
08:49 - FY23 Financial highlights
Gareth Jenkins, CEO
11:21 - Market and Revenue
13:55 - Market share
16:23 - Commercial highlights
Chris Welsh, CFO
18:31 -Volume growth and price increases
19:28 - EBITDA Growth
20:45 - Net Debt
Gareth Jenkins, CEO
21:40 - Operational highlights
24:12 - ESG
26:52 - Strategic review
29:41 - Paper mill investment
30:47 - Outlook
32:50 - Q&A
Accrol Group Holdings plc is a leading tissue converter and supplier of toilet tissues, kitchen rolls, facial tissues, and wet wipes to many of the UK's leading discounters and grocery retailers across the UK. The Group now operates from six manufacturing sites, including four in Lancashire, which together supply c.21.5% (volume) of the UK tissue market valued at c£2.5bn at retail sales value.
For more information, please visit www.accrol.co.uk.
Link for Accrol Today video: https://www.accrol.co.uk/our-business/
Gusbourne Interim CEO, Mike Paul and CFO, Katherine Berry present Interim results for the period ended 30 June 2023.Mike Paul, Interim CEO
00:16 - Introduction
01:07 - H1 Highlights
04:00 - Market performance
05:10 - Growth strategy
12:04 - Sales growth
12:46 - International expansion
Katherine Berry, CFO
13:45 - Revenue growth
15:20 - Simplified P&L
16:53 - Key cashflow movements
17:26 - Balance sheet
18:01 - Financial outlook
Mike Paul, Interim CEO
18:36 - Conclusions & outlook
Gusbourne produces and distributes a range of high quality and award winning vintage English sparkling wines from grapes grown in its own vineyards in Kent and West Sussex.
The Gusbourne business was founded by Andrew Weeber in 2004 with the first vineyard plantings at Appledore in Kent. The first wines were released in 2010 to critical acclaim. Following additional vineyard plantings in 2013 and 2015 in both Kent and West Sussex, Gusbourne now has 93 hectares of mature vineyards. The NEST visitor centre was opened next to the winery in Appledore in 2017, providing tours, tastings and a direct outlet for our wines.
Right from the beginning, Gusbourne's intention has always been to produce the finest English sparkling wines. Starting with carefully chosen sites, we use best practice in establishing and maintaining the vineyards and conduct green harvests to ensure we achieve the highest quality grapes for each vintage. A quest for excellence is at the heart of everything we do. We blind taste hundreds of samples before finalising our blends and even after the wines are bottled, they spend extended time on their lees to add depth and flavour. Once disgorged, extra cork ageing further enhances complexity. Our winemaking process remains traditional, but one that is open to innovation where appropriate. It takes four years to bring a vineyard into full production and a further four years to transform those grapes into Gusbourne's premium sparkling wine.
Gusbourne's luxury brand enjoys premium price positioning and is distributed in the finest establishments both in the UK and abroad. Our wines can be found in leading luxury retailers, restaurants, hotels and stockists, always being aware that where we are says a lot about who we are.
WH Ireland CEO, Phillip Wale presents an overview of 2023 full-year results for the year ended 31 March 23.00:00 - Opening
00:20 - Introduction
00:36 - Financial highlights
01:40 - Divisional review: Wealth Management
02:58 - Divisional review: Capital Markets
04:25 - Outlook
05:10 - Summary
W.H. Ireland Group Plc is a United Kingdom-based holding company. The Company offers financial services, through its two operating subsidiaries, WH Ireland Limited and Harpsden Wealth Management Limited. The Company operates through two segments: Wealth Management (WM) and Capital Markets (CM). The Company's WM segment offers investment management advice and services to individuals and contains its Wealth Planning business, giving advice on and acting as intermediary for a range of financial products. Its CM segment provides corporate finance and corporate broking advice and services to companies and acts as nominated adviser (Nomad) to clients traded on the alternative investment market (AIM) and also contains its institutional sales and research business, which carries out stockbroking activities on behalf of companies as well as conducting research into markets of interest to its clients. This segment offers day-to-day corporate advice, broking, trading, and equity research.
David Cicurel, CEO, Brad Ormsby, CFO, Mark Lavelle, COO and Tim prestige, Group Business Development Director present Half Year results for the six months ended 30th June 2023, followed by Q&A. Solid organic and acquisition growth and a 23% increase to interim dividend.David Cicurel, CEO
00:16 - Introduction
00:38 - About Judges Scientific
05:10 - Aqcuisition criteria
06:52 - The Judges Group
07:56 - HY23 Highlights
Brad Ormsby, CFO
10:42 - HY23 Financial Highlights
14:30 - Group performance
15:45 - Order intake
17:31 - Profit Bridge
18:26 - Balance Sheet & Cashflow
21:19 - Diversification
21:53- Financial history
David Cicurel, CEO
22:47 - Growth Drivers
23:20 - Henniker acquisition
24:06 - Bossa Nova Vision acquisition
Mark Lavelle, COO
25:46 - Post aquisition strategy
Tim Prestige, GBDD
31:13 - Post aquisition strategy continued
David Cicurel, CEO
38:19 - Outlook
39:40 - Investement case
40:52 - Q&A
Judges Scientific plc (AIM: JDG), is a group focused on acquiring and developing companies in the scientific instrument sector. The Group now consists of 22 businesses acquired since 2005.
The acquired companies are primarily UK-based with products sold worldwide to a diverse range of markets including: higher education institutions, scientific research facilities, manufacturers and regulatory authorities. The UK is a recognised centre of excellence for scientific instruments. The Group has received five Queen's Awards for innovation and export.
The Group's companies predominantly operate in global niche markets, with long term growth fundamentals and resilient margins.
Judges Scientific maintains a policy of selectively acquiring businesses that generate sustainable profits and cash. Shareholder returns are created through the reduction of debt, organic growth and dividends.
Eagle Eye CEO, Tim Mason and CFO, Lucy Sharman-Munday present Full Year results for the year ended 30 June 2023. An exceptional year of growth, delivering revenue and profits ahead of initial expectations.Tim Mason, CEO
00:16 - Introduction
02:55 - FY23 Highlights
03:48 - About Eagle Eye
Lucy Sharman-Munday, CFO
07:44 - FY23 Financial highlights
09:25 - Customer strategy
12:09 - International growth
12:48 - income statement
15:35 - Net cash bridge
16:46 - Innovation
19:05 - ESG
Tim Mason, CEO
21:15 - Strategy overview
24:43 - M&A and Untie Nots
26:35 - AI Opportunity
30:35 - Outlook
Eagle Eye is a leading SaaS technology company enabling retail, travel and hospitality brands to earn the loyalty of their end customers by powering their real-time, omnichannel and personalised consumer marketing activities.
Eagle Eye AIR is a cloud-based platform, which provides the most flexible and scalable loyalty and promotions capability in the world. More than 750 million personalised offers are executed via the platform every week, and it currently hosts over 100 million individual loyalty members for businesses all over the world. We are trusted to deliver a secure service at hundreds of thousands of physical POS destinations worldwide, enabling the real-time issuance and redemption of promotional coupons, loyalty offers, gift cards, subscription benefits and more.
The Eagle Eye AIR platform is currently powering loyalty and customer engagement solutions for enterprise businesses all over the world, including Asda, Tesco, Morrisons, Waitrose and John Lewis & Partners, JD Sports, Pret a Manger, Loblaws, Southeastern Grocers, Giant Eagle and the Woolworths Group.
In January 2023, the Group acquired France-based Untie Nots, an AI-powered personalised promotions business, adding Carrefour, E. Leclerc, Auchan and other leading brands to its European customer base.
Mark Dickinson, Chief Executive Officer, Paul Connor, Chief Financial Officer and David Cockshott, Chief Commercial Officer present half-year results for the six-months ended 30 June 2023.Mark Dickinson, Chief Executive Officer
00:16 - Introduction
00:32 - About Inspired
07:42 - H1 2023 Financial highlights
Paul Connor, Chief Financial Officer
08:30 - Assurance services performance
10:19 - ESG Services performance
11:12 - Optimisation services performance
12:12 - Software services performance
13:07 - H1 Group performance
14:10 - Income statement
14:39 - Cashflow
15:53 - Balance sheet
David Cockshott, Chief Commercial Officer
17:17 - Strategy Update
Mark Dickinson, Chief Executive Officer
21:24 - M&A
22:23 - FY23 Outlook
23:20 - Summary
Inspired PLC is a United Kingdom-based technology-enabled provider of net-zero, carbon, energy and carbon management, and ESG energy advisory services in the United Kingdom and Ireland. The Company operates through four segments, namely Assurance, Optimization, Software and ESG. The Assurance services segment provides the review, analysis and negotiation of gas and electricity contracts on behalf of clients. The Optimization services segment focuses on the optimization of a client’s energy consumption and its services include forensic audits, energy efficiency projects, and water solutions. The Software services segment comprises of the provision of energy management software to third parties. Within ESG segment, the Company manages the data collection and validation of consumption data to provide the resources for the creation of mandatory ESG disclosures, such as Streamlined Energy and Carbon Reporting (SECR) and Taskforce on Climate-related Financial Disclosure (TCFD) reporting.
Fintel Joint CEO's Matt Timmins and Neil Stevens, and CFO, David Thompson present interim results for the six months ended 30 June 2023.Matt Timmins, Joint-CEO
00:16 - Introduction
00:44 - About Fintel
06:50 - FY23 Core business highlights
08:39 - Investments
David Thompson, CFO
10:11 - HY23 Financial highlights
13:30 - Revenue split
14:28 - Core business performance
16:31 - Overall performance
16:57 - Cashflow
19:28 - Financial Summary
Neil Stevens, Joint-CEO
20:04 - Divisional highlights
25:21 - Aquisitions & investments
29:42 - Current trading & Outlook
Fintel is the UK's leading fintech and support services business, combining the largest provider of intermediary business support, SimplyBiz, and the leading research, ratings and Fintech business, Defaqto.
Fintel provides technology, compliance and regulatory support to thousands of intermediary businesses, data and targeted distribution services to hundreds of product providers and empowers millions of consumers to make better informed financial decisions. We serve our customers through three core divisions:
The Intermediary Services division provides technology, compliance, and regulatory support to thousands of intermediary businesses through a comprehensive membership model. Members include directly authorised IFAs, Wealth Managers and Mortgage Brokers.
The Distribution Channels division delivers market Insight and analysis and targeted distribution strategies to financial institutions and product providers. Clients include major Life and Pension companies, Investment Houses, Banks, and Building Societies.
The Fintech and Research division (Defaqto) provides market leading software, financial information and product research to product providers and intermediaries. Defaqto also provides product ratings (Star Ratings) on thousands of financial products. Financial products are expertly reviewed by the Defaqto research team and are compared and rated based on their underlying features and benefits. Defaqto ratings help consumers compare and buy financial products with confidence.
For more information about Fintel, please visit the website: www.wearefintel.com
CEO Rory MacDonald and CFO Debbie Lovegrove, present full year 2023 results for the 12 months ended 31st May 2023.Rory MacDonald, CEO
00:17 Introduction
00:54 Business uodate
01:30 Highlights of FY23
05:22 Focus on performance
Debbie Lovegrove, CFO
06:33 Financial highlights
09:10 P&L
09:42 Cashflow
10:36 Utilisation
Rory MacDonald, CEO
13:13 Strategic plan
13:30 Market opportunity
15:23 Capabilities & offerings
17:50 Product
19:45 Clients
21:16 ESG
22:02 Outlook
Made Tech Group Plc is a provider of digital, data, and technology services to the United Kingdom public sector. The Company provides services that enable central government, healthcare, and local government organizations to digitally transform, allowing them to modernize their legacy technology, accelerate their digital service delivery, and drive better decisions by using data. Its services include digital service delivery, legacy application transformation, embedded capabilities, data, digital transformation, cloud and engineering, and housing repair software as a service (SaaS) product. The Company’s strategy and expertise include modernize legacy technology and working practices, accelerate digital service and technology delivery, drive decisions through data and automation, and enable technology and delivery skills to build better systems. It serves sectors such as central and local government, housing, healthcare, transport, education, justice, space, defense, and security.
SThree CEO, Timo Lehne and CFO, Andrew Beach give a trading update for for Q3 FY23.Timo Lehne, CEO
00:16 – Introduction
00:29 – Highlights
Andrew Beach, CFO
02:54 – Financial Highlights
03:29 – Per sector performance
04:19 – Regional performance
06:39 – Per skill performance
07:18 – Headcount & productivity
Timo Lehne, CEO
08:47 – Summary & outlook
SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in Science, Technology, Engineering and Mathematics (‘STEM’), providing permanent and flexible contract talent to a diverse base of over 8,200 clients across 14 countries. Our Group’s c.2,800 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the Premium Segment of the London Stock Exchange’s Main Market, trading with ticker code STEM.
Pebble Group CEO, Chris Lee and CFO, Claire Thomson present results for the six months ended 30 June 2023, followed by Q&A.Chris Lee, CEO
00:16 - Introduction
01:45 - Market opportunity
02:52 - HY 23 Highlights
Claire Thomson, CFO
04:05 - HY 23 Financial highlights
04:40 - Key financial dynamics
05:23 - Income statement
06:20 - Cash flow
07:11 - Balance sheet
07:50 - Use of capital
Chris Lee, CEO
08:51 - Facilisgroup performance
Claire Thomson, CFO
14:56 - Brand Addition performance
Chris Lee, CEO
17:54 - ESG
19:25 - Outlook
20:16 - Q&A
The Pebble Group is a provider of digital commerce, products and related services to the global promotional products industry, comprising two differentiated businesses, Facilisgroup and Brand Addition, focused on specific areas of the promotional products market. For further information, please visit www.thepebblegroup.com.
Somero CEO, Jack Cooney and CFO, Enzo Licausi present Interim Results for the six months ended June 30, 2023 followed by Q&A.Jack Cooney, CEO
00:16 – Introduction
01:28 – H1 2023 highlights
Enzo Licausi, CFO
03:23 – H1 2023 Financial highlights
Jack Cooney, CEO
04:53 – Sales performance
Enzo Licausi, CFO
08:23 – Operating results
09:34 – Financial position
11:27 – Cashflow
Jack Cooney, CEO
12:25 – Long term growth
14:15 – International growth
15:29 – Outlook
17:17 – Q&A
Somero Enterprises provides industry-leading concrete-levelling equipment, training, education and support to customers in over 90 countries. The Company’s cutting-edge technology allows its customers to install high-quality horizontal concrete floors faster, flatter and with fewer people. Somero® equipment that incorporates laser-technology and wide-placement methods is used to place and screed the concrete slab in all building types and has been specified for use in a wide range of commercial construction projects for numerous global blue-chip companies.
Somero pioneered the Laser Screed® market in 1986 and has maintained its market-leading position by continuing to focus on bringing new products to market and developing patent-protected proprietary designs. In addition to its products, Somero offers customers unparalleled global service, technical support, training and education, reflecting the Company’s emphasis on helping its customers achieve their business and profitability goals, a key differentiator to its peers.
For more information, visit www.somero.com
Inspired PLC CEO Mark Dickinson presents a short overview of the groups' FY23 interim results.00:23 Introduction & financial highlights
01:38 Divisional performance
02:13 Assurance Services
03:13 ESG Services
03:42 Optimisation Services
05:34 Software Services
06:30 Group performance
07:24 Outlook
Inspired PLC is a United Kingdom-based technology-enabled provider of net-zero, carbon, energy and carbon management, and ESG energy advisory services in the United Kingdom and Ireland. The Company operates through four segments, namely Assurance, Optimization, Software and ESG. The Assurance services segment provides the review, analysis and negotiation of gas and electricity contracts on behalf of clients. The Optimization services segment focuses on the optimization of a client's energy consumption and its services include forensic audits, energy efficiency projects, and water solutions. The Software services segment comprises of the provision of energy management software to third parties. Within ESG segment, the Company manages the data collection and validation of consumption data to provide the resources for the creation of mandatory ESG disclosures, such as Streamlined Energy and Carbon Reporting (SECR) and Taskforce on Climate-related Financial Disclosure (TCFD) reporting.
Nexteq CEO, Jon Jayal and CFO, Johan Olivier present interim results for the six months ended 30 June 2023, followed by Q&A.Jon Jayal, CEO
00:16 - Introduction
00:55 - Overview of Nexteq
02:27 - H1 23 Highlights
Johan Olivier, CFO
03:53 - H1 23 Financial highlights
04:33 - Group Revenue
06:00 - Gross Margin & profitability
09:05 - Cashflow
Jon Jayal, CEO
10:21 - Sector and product positioning
14:28 - Sector trading analysis
19:41 - Growth Strategy
21:44 - Outlook
23:02 - Q&A
Nexteq (AIM: NXQ) is a strategic technology solutions provider to customers in selected industrial markets. Its innovative technology enables the manufacturers of global electronic equipment to outsource the design, development and supply of non-core aspects of their product offering. By outsourcing elements of their technology stack to Nexteq, customers can focus their product development effort on the most critical drivers of their business' success.
Our solutions are delivered through a global sales team and leverage the Group's electronic hardware, software, display and mechanical engineering expertise. Our operations in Taiwan are at the heart of Far Eastern supply networks and facilitates cost effective manufacturing and strategic supply chain management.
The Group operates in 7 countries and services over 500 customers across 50 countries.
Nexteq operates two distinct brands: Quixant, a specialised computer platforms provider, and Densitron, leaders in human machine interface technology, each with dedicated sales, account management and product innovation teams. Founded in 2005, and later floating on the London Stock Exchange's AIM stock market as Quixant plc, the Group rebranded to Nexteq in 2023.
Further information on Nexteq and its brands can be found at www.nexteqplc.com.
Headlam Group Chief Executive, Chris Payne and Chief Financial Officer, Adam Phillips present results for the the first six months of the year to 30 June 2023, followed by Q&A.Chris Payne, Chief Executive
00:16 – Introduction
00:51 – About Headlam
01:27 – H1 2023 Highlights
Adam Phillips, Chief Financial Officer
03:43 – H1 2023 Financial Highlights
05:26 – Revenue
06:41 – UK distribution volumes
08:02 – Income statement
09:23 – Operating costs
10:22 – Operating profit
11:02 – Mitigating actions
11:40 – Non underlying items
12:15 – Cashflow
13:26 – Balance sheet
14:00 – Net Debt
Chris Payne, Chief Executive
14:38 – Strategic pillars
15:41 – Strategic growth initiatives
19:48 – Sustainability and ESG
20:49 – Current trading
22:16 – Capital Allocation
23:47 – Summary
24:16 – Q&A
Operating for over 30 years, Headlam is the UK’s leading floorcoverings distributor. The Group works with suppliers across the globe manufacturing the broadest range of products, and gives them a highly effective route to market, selling their products into the large and diverse trade customer base. The Group has an extensive customer base spanning independent and multiple retailers, small and large contractors, and housebuilders. It provides its customers with a market leading service through the largest product range, in-depth knowledge, ecommerce and marketing support, and nationwide next day delivery service. To maximise customer reach and sales opportunity, Headlam operates 68 businesses and trade brands across the UK and Continental Europe (France and the Netherlands), which are supported by the group’s network, central resources and processes.
Tribal Group CEO, Mark Pickett and CFO Diane McIntyre present Interim Results for the six months ended 30 June 2023. Mark Pickett, CEO 00:16 - Introduction 00:34 - H1 Overview & highlights 06:32 - Tribal products 08:42 - New customer wins
Diane McIntyre, CFO 10:41 - H1 Financial highlights 12:03 - Segmental performance 13:14 - SIS performance 16:42 - Cashflow
Mark Pickett, CEO 19:04 - Admissions product 23:26 - Growth drivers 24:19 - Customer wallet expansion 26:50 - Summary and outlook
Tribal Group plc is a pioneering world-leader of education software and services. Its portfolio includes Student Information Systems; a broad range of education services covering quality assurance, peer review, benchmarking and improvement; and student surveys that provide the leading global benchmarks for student experience. Working with Higher Education, Further and Tertiary Education, schools, Government and State bodies, training providers and employers, in over 55 countries; Tribal Group's mission is to empower the world of education with products and services that underpin student success.
H&T Chief Executive, Chris Gillespie and CFO, Diane Giddy, present interim results for the six months ended 30 June 2023. H&T Group is the largest pawnbroker and leading retailer of high-quality new and pre-owned jewellery and watches. Chris Gillespie, Chief Executive 00:18 Introduction 00:45 H&T at a glance 02:50 Breakdown by profit 03:20 Headline achievements 05:38 Financial headline summary
Diane Giddy, CFO 07:00 Segmental profits 07:54 Income statement 08:50 Operating costs 10:43 Operational leverage 11:05 Balance sheet 11:43 Cash flow statement 12:39 Segmental results
Chris Gillespie, Chief Executive 16:38 Store metrics 18:35 Investment strategy 21:00 ESG 22:03 Business focus & outlook 23:41 H&T investment case
26:00 Q&A
H&T Group plc is a United Kingdom-based non-trading holding company. The principal activities of the Company and its subsidiaries include pawnbroking, gold purchasing, retail of new and pre-owned jewelry and watches, cheque cashing, unsecured lending, and other related services operated through Harvey & Thompson Limited. Its segments include pawnbroking, gold purchasing, retail, pawnbroking scrap, personal loans, foreign exchange and other services. The pawnbroking segment is engaged in providing secured loans against collateral (the pledge). Its gold purchasing segment is engaged in buying jewelry directly from customers through its stores. The retail segment is engaged in retail sales of primarily gold, jewelry and watches, and the retail sales are forfeited items from the pawnbroking pledge book or refurbished items from its gold purchasing operations. Its pawnbroking scrap segment consists of gold scrap sales of its inventory assets other than those reported within gold purchasing.
Hill & Smith Executive Chair, Alan Giddins and Group Chief Financial Officer, Hannah Nichols present interim results for the six months ended 30 June 2023. The group saw a record trading performance with group revenue up 9% and operating profit up 20% on an organic constant currency basis. Alan Giddins, Executive Chair 00:16 – H1 Highlights
Hannah Nichols, Group Chief Financial Officer 02:08 – H1 financial highlights 03:28 – Group overview 04:38 – Divisional performance 11:07 – Cash Generation 12:49 – ESG 13:37 – Financial framework
Alan Giddins, Executive Chair 14:53 – US Industrial exansion 16:21 – M&A update 20:08 – Investment case 21:04 – Outlook
Hill & Smith PLC is a leading provider of sustainable infrastructure products and services The Group employs c.4,250 people worldwide with the majority employed by its autonomous, agile, customer focussed operating businesses based in the UK, USA, Australia and India. The Group office is in the UK and Hill & Smith PLC is quoted on the London Stock Exchange (LSE: HILS.L).
The Group’s operating businesses are organised into three main business divisions:
Galvanizing Services: increasing the sustainability and maintenance free life of steel products including structural steel work, lighting, bridges and other products for industrial and infrastructure markets.
Engineered Solutions: supplying engineered steel and composite solutions with low embodied energy for a wide range of infrastructure markets including power generation and distribution, marine, rail and housing. The division also supplies engineered pipe supports for the water, power and liquid natural gas markets and seismic protection solutions.
Roads & Security: supplying products and services to support road and highway infrastructure including temporary and permanent road safety barriers, intelligent traffic solutions, street lighting columns and bridge parapets. In addition, the division includes two businesses which are market leaders in the provision of off-grid solar lighting and power solutions. The security portfolio includes hostile vehicle mitigation solutions, high security fencing and automated gate solutions.
David McCreadie, CEO gives an overview of Secure Trust Bank’s 2023 Interim results and an outlook for the rest of the year. 00:16 – STB and the Macro Backdrop 01:23 – Highlights for the period 04:14 – Growth strategy 05:48 – Performance by each business 08:18 – Summary and outlook
Secure Trust Bank PLC is a United Kingdom-based retail bank. The Company operates through four segments: Real Estate Finance, Commercial Finance, Vehicle Finance and Retail Finance. Its Real Estate Finance segment is engaged in lending on portfolios of residential property as well as the development of new build property. Commercial Finance segment offers lending, which is predominantly against receivables, that is qualifying invoices under invoice discounting and factoring services. Its Vehicle Finance segment offers hire purchase lending for used cars primarily to prime and near-prime customers, and personal contract purchase lending into the consumer prime credit market, both secured against the vehicle financed. Its Retail Finance segment offers online service to retailers, providing unsecured prime lending products to the United Kingdom customers of its retail partners to facilitate the purchase of a range of consumer products. www.securetrustbank.co.uk
Video produced by BRR Media. Distributed by PIWORLD.
NWF Group Chief Executive Richard Whiting and Chief Executive designate/CFO Chris Belsham present final results for the year ended 31 May 2023. The group saw record revenues, with robust levels of profitability. Richard Whiting, Chief Executive 00:16 - Introduction 02:18 - FY23 highlights 03:54 - Operating highlights
Chris Belsham, Chief Executive designate/CFO 08:28 - Income statement 10:37 - Balance sheet 11:33 - Pension summary 12:22 - Cashflow
Richard Whiting, Chief Executive 13:43 - Development strategy
Chris Belsham, Chief Executive designate/CFO 15:41 - Fuel development strategy 17:45 - Food development strategy 18:48 - Feed development strategy
Richard Whiting, Chief Executive 19:43 - ESG 20:38 - Investment case 22:10 - Summary and Outlook
23:01 - Q&A
NWF Group plc is a specialist distributor of fuel, food, and feed across the United Kingdom. The principal activities of the Company and its subsidiaries are the sale and distribution of fuel oils, the warehousing and distribution of ambient groceries, and the manufacture and sale of animal feeds. The Company’s segments include Fuels, Food, and Feeds. The Fuels segment is engaged in the sale and distribution of domestic heating, industrial and road fuels. The Food segment is engaged in the warehousing and distribution of clients’ ambient grocery and other products to supermarkets and other retail distribution centers. The Feeds segment is engaged in the manufacture and sale of animal feeds and other agricultural products. The Company operates through its subsidiaries, which include NWF Agriculture Limited, New Breed (UK) Limited, Boughey Distribution Limited, and NWF Fuels Limited.
Information for investors, including analyst consensus forecasts, can be found on the Group’s website at www.nwf.co.uk .
Stephen Hemsley, Executive Chairman, Peter Molloy, CEO, B2B division, Jason Sayers, CEO, Filta International and Alex McNutt, CEO, Pirtek Europe present interim results for the six months ended 30 June 2023. Stephen Hemsley, Executive Chairman 00:16 - Introduction 01:29 - H1 23 Highlights 03:09 - Strategic Developments
Peter Molloy, CEO, B2B Division 05:24 - B2B Division overview 09:59 - B2B Division performance
Jason Sayers, CEO, Filta International 12:51 - FiltaMax strategy 16:09 - Waste Oil sales 17:09 - Filta International performance
Alex McNutt, CEO, Pirtek Europe 18:49 - Pirtek Europe overview 23:25 - Pirtek Europe performance
Stephen Hemsley, Executive Chairman 26:38 - B2C division overview 28:35 - P&L Statement 31:31 - Adjusted EPS and dividend 32:24 - Cashflow 34:57 - Corporate governance 36:00 - Corporate development and capital allocation 37:14 - Summary and Outlook
Franchise Brands is an international, multi-brand franchisor focused on building market-leading businesses primarily via a franchise model. The Group has a combined network of 648 franchisees across seven franchise brands in ten countries covering the UK, North America and Europe.
Franchise Brands' focus is on B2B van-based reactive and planned services. The Company owns several market-leading brands with long trading histories, including Pirtek in Europe, Filta, Metro Rod and Metro Plumb, all of which benefit from the Group's central support services, particularly technology, marketing, and finance. At the heart of Franchise Brands' business-building strategy is helping its franchisees grow their businesses: "if they grow, we grow".
Franchise Brands employs some 715 people across the Group.
For further information, visit www.franchisebrands.co.uk
SThree CEO, Timho Lehne and CFO, Andrew Beach present half-year results for the six months ended 31 May 2023. Resilient performance in H1 driven by their contract business. Timo Lehne, CEO 00:16 - Introduction 02:02 - HY23 Highlights
Andrew Beach, CFO 04:01 - Net Fee performance 05:07 - HY23 Financial performance 09:39 - Net fees by product type 10:33 - Net fees by skill & region 11:41 - HY23 Productivity 12:23 - Technology improvement programme spend 13:09 - Operating profit & Cash performance 14:23 - Dividend 14:40 - Contractor order book 15:27 - Financial summary
Timo Lehne, CEO 16:17 - Strategic pillars 16:16 - Regions 17:54 - Technology improvement programme 22:36 - People 23:52 - Market position 24:27 - ESG 25:54 - Outlook
SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in STEM, providing permanent and flexible contract talent to a diverse base of over 8,200 clients across 14 countries. Our Group's c.2,800 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the Premium Segment of the London Stock Exchange's Main Market, trading with ticker code STEM.
James Dow, CEO & Nicole Burstow, CFO present full year 2023 results, followed by Q&A. James Dow, CEO & Nicole Burstow, CFO 00:17 Introduction
James Dow, CEO 01:10 Overview of DSW 01:53 Investment case
Nicole Burstow, CFO 02:34 Current service lines 04:30 DSW licence model 06:04 Licence model strengths 08:38 Central initiatives 11:23 FY23 performance highlights 13:35 Income statement 15:06 Balance sheet 15:41 Cash flow 16:34 Network KPI’s
James Dow, CEO 17:52 Opportunities for growth 18:47 DSW Bridgewood 20:12 Target acquisition service lines 21:18 Recruitment pipeline 23:36 ESG 24:23 Summary 26:00 Outlook
26:44 Q&A
DSW Capital plc (DSW) is a United Kingdom-based company, which operates as a mid-market, challenger professional services license network. The principal activity of the Company and its subsidiary, DSW Services LLP, is the licensing of the Dow Schofield Watts brand and associated brand names for use in the professional services sector. It operates licensing arrangements with 20 licensee businesses and 97 fee earners, across seven offices in England and two in Scotland, which primarily trade under the Dow Schofield Watts brand. Its United Kingdom market comprises approximately 5,000 professional services firms, which divided into three segments Big 4, mid-market and high-street. The Company offers a range of services, which includes ABL risk management, business planning, business recovery, corporate finance advice, debt advisory, DSW ventures, equity finance, financial due diligence, forensic services, industrial property solutions, tax advisory, valuation services, and wealth planning.
Ali Hall & Julie Lavington, Co-CEOs & Co-Founders, and Steve Dilks, CFO, present final results for the year ended 31 March 2023, followed by Q&A. Julie Lavington, Joint CEO 00:16 - Introduction 00:51 - FY23 Highlights
Steve Dilks, CFO 02:58 - Net revenue & PBT 04:04 - Gross Profit 05:14 - Overheads 08:55 - Website performance 10:31 - Income statement & balance sheet
Ali hall, Joint CEO 13:41 - Growth intiatives 15:05 - Product range
Julie Lavington, Joint CEO 15:33 - DTC Optimisation
Ali hall, Joint CEO 18:37 - Mobile App development
Julie Lavington, Joint CEO 19:43 - Online routes to market
Ali hall, Joint CEO 20:47 - In-store routes to market
Julie Lavington, Joint CEO 22:16 - International Expansion 23:16 - Summary & Outlook
24:35 - Q&A
Sosandar is one of the fastest growing women's fashion brands in the UK targeting style conscious women who have graduated from price-led alternatives. The Company offers this underserved audience fashion-forward, affordable, quality clothing to make them feel sexy, feminine, and chic. The business sells predominantly own-label exclusive product designed in-house.
Sosandar's product range is diverse, providing its customers with an array of choice for all occasions across all women's fashion categories. The company sells through Sosandar.com and has brand partnerships in place with Next, John Lewis, Marks & Spencer, The Very Group, JD Williams and J Sainsbury.
Sosandar's strategy is to continue growing brand awareness and expand its customer database, whilst also further driving its high levels of customer retention. This is achieved through its exceptional products, seamless customer experience and impactful, lifestyle marketing activities all of which is underpinned by combining innovation with data analysis.
Sosandar was founded in 2016 and listed on AIM in 2017. More information is available at www.sosandar-ir.com
Wynnstay CEO, Gareth Davies, and Finance Director, Paul Roberts present interim results for the six months ended 30 April 2023, followed by Q&A. Gareth Davies, CEO 00:16 - introduction 01:00 - Business overview 08:33 - H1 23 Highlights
Paul Roberts, Finance Director 12:20 - H1 23 Financial highlights 15:46 - Financial track record 16:10 - Cash flow & Net debt 17:35 - Segmental performance
Gareth Davies, CEO 17:46 - Trading environment 20:27 - Agriculture division 27:19 Speciallist Agricultural Merchanting division 29:35 - Growth strategy
Paul Roberts, Finance Director 30:30 - Investment
Gareth Davies, CEO 33:10 - ESG 37:39 - Summary & Outlook
39:04 - Q&A
Wynnstay Group Plc is a United Kingdom-based manufacturer and supplier of agricultural products in the United Kingdom. The Company has two segments. The Agriculture segment offers animal nutrition products to the agricultural market; and seeds, fertilizers, and agricultural chemicals to arable and grassland farmers, as well as markets grains. The Specialist Agricultural Merchanting segment supplies a range of specialist products to farmers, smallholders and pet owners. It supplies feeds and nutrition products for a number of sectors including, dairy, beef, sheep, pig and poultry, with a range of products to suit the needs of individual farmers. It is a producer of cereal seeds and a range of grass seed mixtures in the United Kingdom. It supplies fertilizer in the United Kingdom. Its subsidiaries include Glasson Group (Lancaster) Limited, Glasson Grain Limited, Wynnstay (Agricultural Supplies) Limited, Youngs Animal Feeds Limited, GrainLink Limited and Tamar Milling Limited (Tamar).
Begbies Traynor Executive Chairman, Ric Traynor and Group Finance Director Nick Taylor present final results for the year ended 30 April 2023. Ric Traynor, Executive Chairman 00:16 - Introduction 01:22 - FY23 Highlights
Nick Taylor, Group Finance Director 02:17 - FY23 Financial Highlights 04:01 - Per sector performance 10:24 - Cashflow 11:01 - Financial outlook
Ric Traynor, Executive Chairman 12:12 - Market opportunity & position 18:00 - Case study 19:49 - Service offering 21:21 - Growth strategy 22:59 - Financial track record 23:36 - Summary
24:28 - Q&A
Begbies Traynor Group plc is a leading professional services consultancy, providing services from a comprehensive network of UK and off-shore locations. Our professional team include licensed insolvency practitioners, accountants, chartered surveyors, bankers and lawyers. We provide the following services to our client base of corporates, financial institutions, the investment community and the professional community.
TPXimpact CEO, Björn Conway and CFO, Steve Winters present results for the year ended 31 March 2023, followed by Q&A. Björn Conway, CEO 00:16 - Introduction 01:46 - FY23 Summary 04:13 - Market Overview 08:21 - Case Studies
Steve Winters, CFO 09:58 - FY23 Financial highlights 12:51 - Revenue 16:18 - ESG
Björn Conway, CEO 19:57 - Strategy update 23:30 - Current trading and outlook
26:42 - Q&A
We believe in a world enriched by people-powered digital transformation. Working together in close collaboration, we want to help our clients reimagine their organisations, services and experiences to accelerate positive change and build a future where people, places and the planet are supported to thrive.
Led by passionate people, we care deeply about the work we do and the impact we have in the world. Working alongside our clients teams, we work to understand their unique challenges and find new ways forward together; challenging assumptions, testing new approaches and building capabilities, leaving them with the tools, the insight and the confidence to continue iterating and innovating.
Combining rich heritage and expertise in human-centred design, data, experience and technology, we bring over 15 years experience across the public, private and third sectors, creating sustainable solutions with the flexibility to learn, evolve and change.
The business is being increasingly recognised as a leading alternative digital transformation provider to the UK public services sector, with c.72% of its client base representing the public sector and c.28% representing the commercial sector.
More information is available at www.tpximpact.com.
ActiveOps CEO, Richard Jeffrey and CFO, Ken smith present full year results for the year ended 31 March 2023. Richard Jeffrey, CEO 00:16 - Introduction 02:11 - Products 02:32 - FY23 Highlights
Ken Smith, CFO 04:33 - FY23 Financial highlights 06:21 - P&L Performance 07:23 - EBITDA 08:16 - Cashflow 08:46 - Financial platform
Richard Jeffrey, CEO 09:33 - Market opportunity 11:41 - AI 13:00 - CaseworkiQ 14:12 - TD Bank case study 15:12 - Development roadmap 17:32 - Pricing 18:34 - ESG 20:07 - Current trading & Outlook
ActiveOps is a leader in Management Process Automation (MPA), providing a SaaS platform to large enterprises with complex and often global back-offices. The Group's software and embedded back-office operations management methodology enables enterprises to adopt a data-driven, scientific approach to organising work and managing capacity.
The Group's enterprise platform comprises its MPA software products and AOM, the Group's operations methodology and framework for effective back-office management. Together, this combination of software and embedded methodology enables operations managers to balance the competing priorities of meeting service and quality standards while improving productivity and reducing cost.
As at 31 March 2023, the Group had 179 employees, serving its global customer base of over 80 enterprise customers from offices in the UK, Ireland, USA, Australia, India and South Africa. The Group's customers are predominantly in the banking, insurance and business process outsourcing (BPO) sectors, including Nationwide, TD Bank, Anthem Inc and DXC Technology.
IG Design Group Non-Executive Chair, Stewart Gilliland and CEO/CFO Paul Bal present results for the year ended 31 March 2023, followed by Q&A. Stewart Gilliland, Non-Executive Chair 00:16 - Introduction 00:32 - FY23 Highlights
Paul Bal, CEO/CFO 03:49 - FY23 Financial summary 06:50 - Revenue performance 08:43 - Per category performance 09:51 - Profit & Loss 14:53 - Cashflow 17:36 - DG Americas update 21:58 - DG International update 23:11 - Senior leadership update 25:31 - Updated strategy
Stewart Gilliland, Non-Executive Chair 31:18 - Summary and outlook
32:46 - Q&A
IG Design Group plc is a United Kingdom-based company that is engaged in the design manufacture and distribution of celebration, craft & creative play, stationery, gifting and not-for-resale consumable products. The Company is a producer of Celebrations products, including greetings cards, gift wrap, Christmas crackers, gift bags and partyware. The Company design, manufacture and sources a range of stationery products for consumers of all ages, for use in education, commercial and home settings. Its not-for-resale consumables product combines Polaris business with Paper Twist Handle Bags. The Company’s segments include DG Americas and DG International. The DG Americas segment includes overseas operations in Asia, Australia, the United Kingdom (UK), India and Mexico, and the United States companies. The DG International segment comprises the consolidation of the separately owned UK, European and Australian businesses.
Mindgym CEO, Octavius Black and CFO, Dominic Neary present results for the year ended 31 March 2023. Delivering a robust performance, with double-digit revenue growth and an encouraging return to profitability. Octavius Black, CEO 00:16: Introduction
Dominic Neary, CFO 00:55 - FY23 Highlights 03:04 - Revenue Growth 04:29 - Operating margin
Octavius Black, CEO 06:03 - Market Opportunity 08:25 - Business model 10:36 - Performa 13:11 - Diagnostics platform 19:55 - Outlook
Mind Gym is a company that delivers business improvement solutions using scalable, proprietary products which are based on behavioural science. The Group operates in three global markets: business transformation, human capital management and learning & development.
Mind Gym is listed on the London Stock Exchange Alternative Investment Market (ticker: MIND) and headquartered in London. The business has offices in London, New York and Singapore.
Further information is available at www.themindgym.com
SThree CEO, Timo Lehne and CFO, Andrew Beach give a trading update for H1 2023. The group saw contract net fees up 3% YoY with growth across the majority of regions, as well as a strong balance sheet, with £72 million net cash. Timo Lehne, CEO 00:16 - Introduction 00:36 - Highlights and overview
Andrew Beach, CFO 04:07 - Financial highlights 05:30 - Regional performance 07:55 - Per sector performance 08:28 - Headcount
Timo Lehne, CEO 09:54 - Summary & Outlook
SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in Science, Technology, Engineering and Mathematics ('STEM'), providing permanent and flexible contract talent to a diverse base of over 8,200 clients across 14 countries. Our Group's c.2,800 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the Premium Segment of the London Stock Exchange's Main Market, trading with ticker code STEM.
Idox CEO, David Meaden and CFO, Anoop Kang, present interim results for the six months ended 30th April 2023, followed by Q&A. It's a good first-half performance, with encouraging organic growth and continued cash generation. David Meaden, CEO 00:16 - Introduction 00:45 - H1 FY23 Operational highlights
Anoop Kang, CFO 04:26 - H1 FY23 Financial highlights 06:24 - Segmental performance 11:32 - Income statement 12:40 - Cashflow 14:10 - Balance sheet 14:58 - Future guidance
David Meaden, CEO 16:23 - Strategy overview 18:20 - Focus on growth 20:14 - Longterm performance & goals 21:28 - M&A 22:34 - ESG 23:46 - Outlook
25:12 - Q&A
Idox plc is a United Kingdom-based supplier of specialist information management software and solutions to the public and asset intensive sectors. The Company has two segments: Public Sector Software (PSS) and Engineering Information Management (EIM). PSS segment delivers specialist information management solutions and services to the public sector. EIM segments delivers engineering document management and control solutions to asset intensive industry sectors. Its solutions include regulatory services, engineering information management, built environment, computer aided facility management (CAFM), public protection, electoral services, social care and special educational needs and disabilities (SEND), sexual health management, funding and information services, transport network management, hospital asset tracking and records management, and address data solutions. It caters various industries, including government, health, transport, engineering and construction, and other.
Venture Life Group plc, a leader in developing, manufacturing and commercialising products for the international self-care market, hosted a capital markets event for analysts and investors, on 6 June 2023, senior executives, operational management and product champions presented. Paul McGreevy, Non-Executive Chair 00:16 - Introduction
Jerry Randall, CEO 01:50 - Introduction 04:36 - Business overview
Daniel Wells, CFO 09:36 - Financial Overview
Jerry Randall, CEO 25:08 - Key brands 25:46 - Introduction to Balance Activ
Dr Shazia Malik, MBChB 31:42 - About BV 44:25 - Why recommend Balance Activ? 46:58 - Womens health trends
Jerry Randall, CEO 50:47 - Introduction to Lift
Vanessa Haydock 54:27 - About Diabetes 59:26 - Lift user experience 01:01:29 - The science behind Lift 1:03:33- The wider market for Lift
Jerry Randall, CEO 01:05:31 - Introduction to Earol
Hillary Harkin 01:10:15 - About Ear wax buildup 01:18:37 - Why recommend Earol? 01:21:12 - Growth opportunities for Earol
Lorenzo Morini, Commercial director 01:23:14 - UK Distribution
Natalia Ocio Mellid, Director of International Brands 01:33:00 - International Distribution
Jocelyn Kirby, Head of E-Commerce 01:42:25 - E-Commerce
Gianluca Braguti, Chief Manufacturing/Operations Officer 01:52:42 - Group CDMO Introduction
Stefania Abbattista, Head of R&D 02:07:05 - Development Capability/NPD
Domenico Barbaro, Purchasing & Supply Chain Group Director 02:15:34 - Supply Chain
Marco Castelnovo, Head of Private International Label & Contract Manufacturing 02:26:12 - Customer Brands
Jerry Randall, CEO 02:34:20 - Conclusion
02:35:57 - Q&A
Venture Life is an international consumer self-care company focused on developing, manufacturing and commercialising products for the global self-care market. With operations in the UK, Italy, The Netherlands and Sweden, the Group's product portfolio includes some key products such as the UltraDEX and Dentyl oral care product ranges, the Balance Activ range in the area of women's intimate healthcare, the Lift and Glucogel product ranges for hypoglycaemia, Gelclair and Pomi-T for oncology support, products for fungal infections and proctology, and dermo-cosmetics for addressing the signs of ageing. Its products are sold in over 90 countries worldwide.
The products, which are typically recommended by pharmacists or healthcare practitioners, are available primarily through pharmacies and grocery multiples. In the UK and The Netherlands these are supplied direct by the company to retailers, elsewhere they are supplied by the Group's international distribution partners.
Through its two Development & Manufacturing operations in Italy and Sweden, the Group also provides development and manufacturing services to companies in the medical devices and cosmetic sectors.
Charlie Holland, CEO & Katherine Berry, CFO present full year 2022 results for the period ended 31 December 2022. These results show a strong growth of 49% in net revenue and a reduced adjusted EBITDA loss. Charlie Holland, CEO 00:16 - Introduction 00:53 - 2022 Summary 03:17 - The English wine market 04:12 - Growth Strategy
Katherine Berry, CFO 11:22 - Revenue Growth 13:05 - P&L 14:28 - Key Cashflow movements 15:30 - Key Balance sheet items 15:52 - Guidance & Targets for 2023
Charlie Holland, CEO 16:22 - Conclusions & Outlook
Gusbourne produces and distributes a range of high quality and award winning vintage English sparkling wines from grapes grown in its own vineyards in Kent and West Sussex.
The Gusbourne business was founded by Andrew Weeber in 2004 with the first vineyard plantings at Appledore in Kent. The first wines were released in 2010 to critical acclaim. Following additional vineyard plantings in 2013 and 2015 in both Kent and West Sussex, Gusbourne now has 93 hectares of mature vineyards. The NEST visitor centre was opened next to the winery in Appledore in 2017, providing tours, tastings and a direct outlet for our wines.
Right from the beginning, Gusbourne's intention has always been to produce the finest English sparkling wines. Starting with carefully chosen sites, we use best practice in establishing and maintaining the vineyards and conduct green harvests to ensure we achieve the highest quality grapes for each vintage. A quest for excellence is at the heart of everything we do. We blind taste hundreds of samples before finalising our blends and even after the wines are bottled, they spend extended time on their lees to add depth and flavour. Once disgorged, extra cork ageing further enhances complexity. Our winemaking process remains traditional, but one that is open to innovation where appropriate. It takes four years to bring a vineyard into full production and a further four years to transform those grapes into Gusbourne's premium sparkling wine.
Gusbourne's luxury brand enjoys premium price positioning and is distributed in the finest establishments both in the UK and abroad. Our wines can be found in leading luxury retailers, restaurants, hotels and stockists, always being aware that where we are says a lot about who we are.
Louis Hall, CEO & Andrew Dickson, CFO outline the interim results for the six months ended 31 March 2023. They have achieved new records for the key performance indicators, which demonstrate the strong momentum in the business and the significant growth opportunities available.Louis Hall, CEO
00:16 - Introduction
01:06 - About Cerillion
06:29 - Market Drivers
14:53 - H1 2023 Highlights
18:58 - Sales pipeline
Andrew Dickson, CFO
19:29 - H1 2023 KPI's
22:36 - Financial highlights
24:23 - Cash generation
25:41 - Income statement
27:36 - Balance sheet
27:56 - Cashflow statement
Louis Hall, CEO
28:25 - Summary and Outlook
28:51 - Q&A
About Cerillion
Cerillion is a leading provider of mission critical software for billing, charging and customer relationship management, with a 23-year track record in providing comprehensive revenue and customer management solutions. The Company has around 80 customers across 44 countries, principally serving the telecommunications market.
The Company is headquartered in London and also has operations in India (in Pune, Ahmedabad, and Indore), Bulgaria (in Sofia) and Australia (in Sydney).
Eneraqua Technologies CEO, Mitesh Dhanak, and CFO, Iain Richardson, present preliminary results for the year ended 31 January 2023.Mitesh Dahnak, CEO
00:16 - Introduction
01:04 - FY2023 Operational highlights
Iain Richardson, CFO
02:15 - Financial highlights
Mitesh Dahnak, CEO
04:42 - Overview of Eneraqua technologies
05:38 - Technology IP
07:30 - Addresable market
Iain Richardson, CFO
08:55 - Growth strategy
Mitesh Dahnak, CEO
11:01 - Strategic highlights
15:21 - Energy
17:56 - Investing in the future
Iain Richardson, CFO
20:23 - Financial summary
21:35 - Group revenue
22:54 - Income statement
24:09 - Balance sheet
25:11 - Cashflow
Mitesh Dahnak, CEO
26:11 - Summary and outlook
Eneraqua Technologies (AIM:ETP) is a specialist in energy and water efficiency. The Group has two divisions energy and water. Energy is the larger division, with the Company focused on clients with end of life gas, oil or electric heating and hot water systems. The Group provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support Net Zero and decarbonisation goals.
The water division is a growing service offering focused on water efficiency upgrades for utilities and commercial clients including hotels and care homes.
The activities in both divisions are underpinned by the Company's wholly-owned intellectual property, the Control Flow HL2024 family of products which reduce water wastage and improve the performance of heating and hot water systems.
The Company's main country of operation is the United Kingdom. The Company's head office is based in London with additional offices in Leeds, Washington (Sunderland), India, Spain and the Netherlands. The Company has 168 employees, with the majority employed within the UK. Eneraqua Technologies has received the London Stock Exchange's Green Economy Mark.
To find out more, please visit: www.eneraquatechnologies.com
Emis CEO, Andy Thorburn & CFO, Peter Southby, present full-year 2022 results.Peter Southby, CFO
00:18 Financials highlights
02:14 Income statement
03:40 Segmental analysis
04:38 Revenue analysis
05:48 Cash flow
06:49 Balance sheet
Andy Thornburn, CEO
07:30 Operational review
08:00 Recommended acquisition of EMIS Group
09:08 Business highlights
09:57 Operational highlights
10:50 Outlook
EMIS Group has grown to become a UK leader in connected healthcare software and systems. Its solutions are widely used across a number of major UK healthcare settings. EMIS Group’s aim is to join up healthcare through innovative technology, helping to deliver better health outcomes to the UK population, supporting longer and healthier lives.
EMIS Group has two core business segments: EMIS Health and EMIS Enterprise.
EMIS Health is a supplier of integrated care technology to the NHS, including primary, community, acute and social care.
EMIS Enterprise is focussed on growth in the business-to-business technology sector within the healthcare market, including management of medicines, partner businesses, patient-facing services, data and analytics, and research and life sciences.
Eneraqua Technologies CEO, Mitesh Dhanak gives an overview of ETP's results for the year ending 31 January 2023.00:22 Overview of the year
01:39 Financial performance
04:08 Operational highlights
06:27 Outlook
Eneraqua Technologies plc is a United Kingdom-based company, which is a specialist in energy and water efficiency providing turnkey solutions for decarbonization through heating and hot water systems for multiple occupancy social housing and commercial projects. The Company’s geographical segments include United Kingdom, Europe and India. The Company is focused on clients with end-of-life gas, oil or electric heating and hot water systems. The Company provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support net zero and decarbonization goals. It also delivers water efficiency upgrades for utilities and commercial clients, including hotels and care homes.
Vertu Motors CEO, Robert Forrester and CFO, Karen Anderson present final results for the year ended 28 February 2023, followed by Q&A. A strong operational performance with excellent cash generation, a major acquisition of Helston Garages which has integrated well and strong current trading.Robert Forrester, CEO
00:16 - Introduction
02:18 - FY23 Highlights
Karen Anderson, CFO
03:46 - Financial KPI's
04:36 - Income statement
05:29 - Profit bridge
6:00 - Cost management
07:48 - Balance sheet
08:56 - Cashflow
10:08 - Capital allocation
Robert Forrester, CEO
12:50 - Sales performance
19:08 - Group Strategy
19:52 - ESG
22:54 - FY23 Strategic highlights
28:52 - Current trading & outlook
31:01 - Summary
31:42 - Q&A
Vertu Motors is the fourth largest automotive retailer in the UK with a network of 189 sales outlets across the UK. Its dealerships operate predominantly under the Bristol Street Motors, Vertu and Macklin Motors brand names.
Vertu Motors was established in November 2006 with the strategy to consolidate the UK motor retail sector. It is intended that the Group will continue to acquire motor retail operations to grow a scaled dealership group. The Group's acquisition strategy is supplemented by a focused organic growth strategy to drive operational efficiencies through its national dealership network. The Group currently operates 185 franchised sales outlets and 4 non-franchised sales operations from 141 locations across the UK.
Vertu's Mission Statement is to "deliver an outstanding customer motoring experience through honesty and trust".
Treatt CEO, Daemmon Reeve and CFO, Ryan Govender present interim results for the six months ended 31 March 2023, followed by Q&A. Record H1 revenue and strong profit growth with trading in line with expectations for the full year.Daemmon Reeve, CEO
00:16 – Introduction
00:24 – HY23 Highlights
Ryan Govender, CFO
01:09 – Key learnings
03:05 – Income statement
04:29 – Sales performance
06:20 – Cash Generation
07:23 – FY23 Objectives
Daemmon Reeve, CEO
09:00 – Growth drivers
10:16 – Expansion into China
11:02 – Coffee
11:44 – Outlook
12:18 – Q&A
Treatt is a global, independent manufacturer and supplier of a diverse and sustainable portfolio of natural extracts and ingredients for the flavour, fragrance and multinational consumer product industries, particularly in the beverage sector. Renowned for its technical expertise and knowledge of ingredients, their origins and market conditions, Treatt is recognised as a leader in its field.
The Group employs approximately 400 staff in Europe, North America and Asia and has manufacturing facilities in the UK and US. Its international footprint enables the Group to deliver powerful and integrated solutions for the food, beverage and fragrance industries across the globe.
For further information about the Group, visit www.treatt.com.
The Property Franchise Group CEO, Gareth Samples and CFO, David Raggett present full year results for the period ended 31 December 2022.The Group achieved a strong financial performance in FY22 through organic growth in lettings and the full impact of the acquisition of Hunters Property PLC in March 2021. Revenue and Management Service Fees increased significantly against the economic backdrop, driving forward profits and earnings. Looking forward, Q1 has been slightly ahead of management's expectations with regards to both revenue and profitability and the Board remains confident of delivering growth in 2023 and beyond.Gareth Samples, CEO
00:16 - Introduction
02:41 - FY22 Highlights
David Raggett, CFO
05:20 - Financial overview
08:20 - Revenue
10:16 - Cashflow
11:24 - 5 Year trends
Gareth Samples, CEO
14:23 - Market update
17:58 - Growth opportunities & Initiatives
27:33 - Executive team
29:34 - Outlook
30:30 - Q&A
The Property Franchise Group PLC (AIM: TPFG) is the largest property franchisor in the UK and manages the second largest estate agency network and portfolio of lettings properties in the UK.
The Company was founded in 1986 and has since grown to a diverse portfolio of nine brands operating throughout the UK, comprising longstanding high-street focused brands and a hybrid, no sale no fee agency.
The Property Franchise Group's brands are Martin & Co, EweMove, Hunters, CJ Hole, Ellis & Co, Parkers, Whitegates, Mullucks & Country Properties.
Headquartered in Bournemouth, UK, the Company was listed on AIM on the London Stock Exchange in 2013. More information is available at www.propertyfranchise.co.uk
1Spatial CEO, Claire Milverton & CFO, Stuart Ritchie, present Full Year results for the year ended 31 January 2023.Claire Milverton, CEO
00:16 - Introduction
00:56 - Overview of 1Spatial
03:41 - Transformational opportunities
05:46 - Market Leading platform
07:58 - FY23 Highlights
Stuart Ritchie, CFO
09:33 - Introduction
10:22 - FY23 Financial highlights
14:01 - Reccuring revenue growth
17:17 - FY24 Goals
Claire Milverton, CEO
17:40 - US market opportunity
22:34 - Partners
24:50 - SaaS Solutions
31:07 - Outlook
32:52 - Q&A
1Spatial plc is a global leader in providing Location Master Data Management ('LMDM') software and solutions, primarily to the Government, Utilities and Transport sectors. 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
Diaceutics CFO, Nick Roberts & CIO Ryan Keeling present full year results for the period ended 31 December 2022, which shows a strong trading performance with continued momentum driving strategic investment into 2023.Nick Roberts, CFO
00:16 - Introduction
01:58 - FY22 Highlights
Nick Roberts, CFO & Ryan Keeling, CIO
04:46 - Enterprise engagements
06:27 - Strategy Acceleration
Nick Roberts, CFO
12:26 - Revenue Growth
14:33 - P&L Statement
Nick Roberts, CFO & Ryan Keeling, CIO
17:06 - Growth and scale investement
Ryan Keeling, CIO
21:08 - DXRX Platform
28:24 - Outlook
Diaceutics provide the world's leading pharma and life science companies with solutions and technology for the commercialisation of their precision medicines, enabled by the proprietary DXRX platform.
DXRX is the world's first diagnostic commercialisation platform for precision medicine, utilising a global network of affiliate laboratories to deliver multiple pipelines of real-world healthcare data insights, advisory services and innovative platform enabled solutions.
Ami Daniel, CEO, Ofer Segev, CFO & Irit Singer, Chief Marketing Officer present full year results for the year ended 31 December 2022, delivering on growth strategy with a growing base of high-margin, recurring revenues.Ami Daniel, CEO
00:16 - Introduction
00:25 - FY22 highlights
01:07 - Philosophy and DNA
Irit Singer, Chief Marketing Officer
02:25 - Core product and markets
Ami Daniel, CEO
03:31 - FY22 strategy highlights
06:23 - Windward's platform
07:09 - Market Opportunity
Irit Singer, Chief Marketing Officer
07:50 - Growth Strategy
Ofer Segev, CFO
09:04 - ACV and customer growth
09:20 - KPI's and key metrics
10:47 - Diversification
11:26 - P&L
12:20 - Cash Flow
13:16 - Balance Sheet
Ami Daniel, CEO
13:34 - Industry drivers
14:55 - Innovation and efficiency
Irit Singer, Chief Marketing Officer
15:56 - Growing brand awareness
Ami Daniel, CEO
17:38 - Outlook
Windward (LSE:WNWD), a publicly-traded company on the London Stock Exchange, is a leading Maritime AI company, enabling organizations to achieve business and operational readiness. Windward's AI-powered solution allows stakeholders including banks, commodity traders, insurers, and major energy and shipping companies to make real-time, predictive intelligence-driven decisions, providing a 360° view of the maritime ecosystem and its broader impact on safety, security, finance, and business. For more information visit: https://windward.ai/.
Chris Barnes, CEO & Andrew Kelly, CFO present the interim results for the six months ended 31 January 2023, followed by Q&A. The first half performance was in with expectations. With strong revenue and adjusted EBITDA growth, underpinned by strong rail technology recurring revenue growth in both the UK and North America.Chris Barnes, CEO
00:16 - Introduction
02:43 - H1 2023 Highlights
Andrew Kelly, CFO
07:29 - Financial highlights
10:22 - Divisional performance
12:58 - Cash position
Chris Barnes, CEO
14:06 - Growth Strategy
Chris Barnes, CEO & Andrew Kelly, CFO
15:46 - Growth case studies
Andrew Kelly, CFO
26:32 - ESG Update
Chris Barnes, CEO
27:58 - Summary & Outlook
33:57 - Q&A
Tracsis plc is a technology company and a leading provider of software and hardware products, data capture and data analytics/GIS services for the rail, traffic data and wider transport industries.
Tracsis’ products and services are widely used to increase efficiency, reduce cost and risk, improve operational and asset performance, improve safety management and decision making capabilities and improve the overall end-user experience for clients and customers.
The Group is split into two principle operating areas built around detailed industry knowledge and expertise:
Rail Technology & Services: A software, technology and product led business. It develops and supplies software that solves complex resource, asset optimisation and control problems for Train Operators, and Smart Ticketing, Delay Repay and other retail software to improve the customer experience for rail users. It also develops remote condition monitoring hardware, data acquisition software, and safety and risk management software for rail infrastructure providers.
Data, Analytics, Consultancy & Events : A largely services led business that focuses on data capture, data analytics, GIS, earth observation, data insights, consultancy and event traffic management within a range of transport and pedestrian rich environments. The business provides technology and bespoke products and data that underpin large scale intelligent transport systems, smart city planning and positive environmental decision making.
Tracsis has a blue-chip client base which includes all major UK transport owning groups, Network Rail, Passenger and Freight Train Operating Companies, the Department for Transport, TfL, multiple local authorities, major outdoor music and sporting event organisers, and a wide variety of large engineering and infrastructure companies. In North America our clients include Class 1 rail freight companies, transit operators, shortline railroads and several large rail served ports and industrials.
The business drives growth both organically and through acquisition and has made seventeen acquisitions since 2008.
For more information on Tracsis please visit http://www.tracsis.com
Sosandar's joint CEO's Julie Lavington, Ali Hall and CFO, Steve Dilks outline the FY23 highlights followed by Q&A. A milestone year, delivering revenue up 44% YoY and first full year of profitability.Julie Lavington, Joint CEO
00:16 - Introduction & Overview
Ali hall, Joint CEO
02:04 - Strategic highlights
Steve Dilks, CFO
04:10 - Financial highlights
06:22 - Outlook
07:32 - Q&A
Sosandar is one of the fastest growing women's fashion brands in the UK targeting style conscious women who have graduated from price-led alternatives. The Company offers this underserved audience fashion-forward, affordable, quality clothing to make them feel sexy, feminine, and chic. The business sells predominantly own-label exclusive product designed in-house.
Sosandar's product range is diverse, providing its customers with an array of choice for all occasions across all women's fashion categories. The company sells through Sosandar.com and has brand partnerships in place with Next, John Lewis, Marks & Spencer, The Very Group, JD Williams and J Sainsbury.
Sosandar's strategy is to continue growing brand awareness and expand its customer database, whilst also further driving its high levels of customer retention. This is achieved through its exceptional products, seamless customer experience and impactful, lifestyle marketing activities all of which is underpinned by combining innovation with data analysis.
Sosandar was founded in 2016 and listed on AIM in 2017. More information is available at www.sosandar-ir.com
Inspired CEO, Mark Dickinson, CFO, Paul Connor and CCO, David Cockshott present the full year results for the period ended 31 December 2022.Mark Dickinson, CEO
00:16 - Introduction
00:59 - Macro themes
03:19 - Business divisions
04:49 - FY22 Financial highlights
Paul Connor, CFO & David Cockshott, CCO
05:27 - Divisional performance
Paul Connor, CFO
14:14 - Group financial performance
15:33 - FY22 Cash Flow
16:41 - FY22 Balance Sheet
17:32 - M&A approach
Mark Dickinson, CEO
19:30 - ESG products
David Cockshott, CCO
24:05 - Market opportunity
28:23 - Clients & Case Studies
Mark Dickinson, CEO
33:24 - Summary and outlook
Inspired PLC is a United Kingdom-based technology-enabled service provider supporting businesses in their drive to reduce energy consumption, deliver net-zero, control energy costs and manage their response to climate change. The Company operates in three divisions: Inspired ESG, Inspired Energy, and Inspired Software. The Inspired ESG division delivers end-to-end solutions for investors and corporate businesses to make ESG disclosures and transform them into ESG impacts. The Inspired Energy division delivers energy, water and sustainability assurance and optimization services. The Inspired Software division delivers technology and software solutions that underpin the services provided by the Company and makes them available to third parties. It provides energy advisory and sustainability services. Inspired Energy provides a range of services, such as procurement, cost control, on-site generation, monitoring and targeting, site operations management, compliance, and optimization.
Chris Barnes, CEO & Andrew Kelly, CFO give an overview of the interim results for the six months ended 31 January 2023.Chris Barnes, CEO
00:23 - Group Highlights
Andrew Kelly, CFO
01:45 - Financial highlights
Chris Barnes, CEO
04:07 - Operational progress
Andrew Kelly, CFO
05:20 - Outlook
Tracsis plc is a technology company and a leading provider of software and hardware products, data capture and data analytics/GIS services for the rail, traffic data and wider transport industries.
Tracsis' products and services are widely used to increase efficiency, reduce cost and risk, improve operational and asset performance, improve safety management and decision making capabilities and improve the overall end-user experience for clients and customers.
The Group is split into two principle operating areas built around detailed industry knowledge and expertise:
Rail Technology & Services: A software, technology and product led business. It develops and supplies software that solves complex resource, asset optimisation and control problems for Train Operators, and Smart Ticketing, Delay Repay and other retail software to improve the customer experience for rail users. It also develops remote condition monitoring hardware, data acquisition software, and safety and risk management software for rail infrastructure providers.
Data, Analytics, Consultancy & Events : A largely services led business that focuses on data capture, data analytics, GIS, earth observation, data insights, consultancy and event traffic management within a range of transport and pedestrian rich environments. The business provides technology and bespoke products and data that underpin large scale intelligent transport systems, smart city planning and positive environmental decision making.
Tracsis has a blue-chip client base which includes all major UK transport owning groups, Network Rail, Passenger and Freight Train Operating Companies, the Department for Transport, TfL, multiple local authorities, major outdoor music and sporting event organisers, and a wide variety of large engineering and infrastructure companies. In North America our clients include Class 1 rail freight companies, transit operators, shortline railroads and several large rail served ports and industrials.
The business drives growth both organically and through acquisition and has made seventeen acquisitions since 2008.
For more information on Tracsis please visit http://www.tracsis.com
David McCreadie, CEO, gives an overview of Secure Trust Bank's (STB) Full Year 2022 results and outlook for the short and medium term.00:23 Secure Trust Bank and the macro backdrop
01:18 Highlights of the period
06:40 ESG
07:35 Summary & outlook
Secure Trust Bank PLC is a United Kingdom-based retail bank. The Company operates through four segments: Real Estate Finance, Commercial Finance, Vehicle Finance and Retail Finance. Its Real Estate Finance segment is engaged in lending on portfolios of residential property as well as the development of new build property. Commercial Finance segment offers lending, which is predominantly against receivables, that is qualifying invoices under invoice discounting and factoring services. Its Vehicle Finance segment offers hire purchase lending for used cars primarily to prime and near-prime customers, and personal contract purchase lending into the consumer prime credit market, both secured against the vehicle financed. Its Retail Finance segment offers online service to retailers, providing unsecured prime lending products to the United Kingdom customers of its retail partners to facilitate the purchase of a range of consumer products.
www.securetrustbank.co.uk
Video produced by BRR Media. Distributed by PIWORLD.
Mark Pickett, CEO & Diane McIntyre, CFO, present preliminary results for the year ended 31 December 2022.Mark Pickett, CEO
00:18 Introduction
00:41 Tribal at a glance
02:58 Overview and highlights
05:48 Growing a global SAAS business
07:34 Strategy in action: High level of new wins
10:02 Strategy in action: Key projects in 2022
Diane McIntyre, CFO
12:20 Financial performance
14:26 Segments: Student Information Systems (SIS) and Education Services (ES)
15:38 SIS: Core revenue growth
17:15 SIS ARR: Continued high growth in Cloud and Edge
19:23 Cashflow
20:26 SIS: Edge product development
Mark Pickett, CEO
20:50 Strategy update: Market & Drivers for long term growth
24:55 Tribal offerings: A modern student information system
26:14 Building world class cloud sales, delivery & support
29:39 Summary & outlook for FY2023
Tribal Group plc is a United Kingdom-based holding company. The Company is engaged in providing education-related systems, solutions and consultancy services. The Company provides cloud-based, student information software and services to customers. The Company is an education software and services provider. The Company operates through two segments: Student Information Systems and Education Services. The Student Information Systems segment represents the delivery of software and maintenance and support services and the activities through which it deploys and configures its software for its customers, including software solutions, asset management and information managed services. The Education Services segment represents inspection and review services that support the assessment of educational delivery, and a portfolio of performance improvement tools and services, including analytics. Its geographical location includes the United Kingdom, Australia and North America
Chris Lee, CEO & Claire Thomson, CFO, present full year 2022 results for the year ended 31 December 2022. A year of strong growth on the prior year and are slightly ahead of market expectations.Chris Lee, CEO
00:16 - Introduction
01:02 - The promotional products industry
02:54 - Market opportunity
03:56 - FY22 highlights
Claire Thomson, CFO
05:30 - FY22 Financial highlights
06:42 - Income statement
07:32 - Cashflow
08:03 - Balance sheet
08:56 - Use of capital from cash generation
Chris Lee, CEO
11:04 - Overview of Facilisgroup
13:18 - Facilisgroup performance
17:16 - Growth strategy
Claire Thomson, CFO
19:19 - Overview of Brand Addition
19:48 - Brand Addition performance
22:51 - Goals for Brand Addition
Chris Lee, CEO
23:19 - ESG
25:12- Group outlook
25:57 - Q&A
The Pebble Group is a provider of digital commerce, products and related services to the global promotional products industry, comprising two differentiated businesses, Facilisgroup and Brand Addition, focused on specific areas of the promotional products market. For further information, please visit www.thepebblegroup.com
David Cicurel, CEO, Brad Ormsby, Group FD & Mark Lavelle, COO present the results for the year ended 31 December 2022. It was a record performance, they have a substantial order book and completed their largest acquisition of Geotek.David Cicurel, CEO
00:17 Introduction & about Judges Scientific
03:29 Acquisition criteria
05:20 The Judges Group
06:04 Post acquisition
06:29 FY22 key messages
Brad Ormsby, CFO
08:38 Financial highlights
13:22 Performance
16:09 Order intake
18:13 Profit bridge
19:54 Return on total invested capital
21:20 Diversification
21:47 Financial history
22:57 Banking facilities
David Cicurel, CEO
24:20 Geotek acquisition
28:31 Further investment
Mark Lavelle, COO
29:08 Delivering organic growth
David Cicurel, CEO
33:15 Outlook
35:02 Investment case
36:25 Q&A
Judges Scientific plc (AIM: JDG), is a group focused on acquiring and developing companies in the scientific instrument sector. The Group currently consists of 20 businesses acquired since 2005.
The acquired companies are primarily UK-based with products sold worldwide to a diverse range of markets including: higher education institutions, scientific research facilities, manufacturers and regulatory authorities. The UK is a recognised centre of excellence for scientific instruments. The Group has received five Queen’s Awards for innovation and export.
The Group’s companies predominantly operate in global niche markets, with long term growth fundamentals and resilient margins.
Judges Scientific maintains a policy of selectively acquiring businesses that generate sustainable profits and cash. Shareholder returns are created through the reduction of debt, Organic growth and dividends.
For further information, please visit www.judges.uk.com
Paul Pindar, Chairman & Richard Pindar, CEO present final results for the nine months to 31 December 2022. Literacy Capital, is an investment trust with a focus on helping to build great businesses to generate superior returns.Paul Pindar, Chairman & Richard Pindar, CEO
00:17 Introduction
Paul Pindar, Chairman
01:53 Overview
Richard Pindar, CEO
06:34 2022 highlights
10:57 Investment approach & criteria
Paul Pindar, Chairman
16:39 What Distinguishes BOOK from PE
18:59 Charitable mission & ESG
Richard Pindar, CEO
20:43 Portfolio breakdown
24:15 Case study – RCI Group
29:31 Case Study – Kernel Global
Paul Pindar, Chairman
33:53 Summary
34:10 Q&A
Literacy Capital (BOOK.L) is an investment trust that was launched in 2017 by Paul and Richard Pindar, before it listed on the London Stock Exchange's main market in June 2021. The Company focuses on opportunities to invest for the long-term in growing private businesses where a clear route to creating additional value can be seen. It also has a unique charitable objective to donate 0.9% of annual NAV to charities focused on improving literacy in UK children. £5.8 million has been donated or reserved for donation to charities since the trust's creation in 2017. For more information, please visit our website: www.literacycapital.com.
Timo Lehne, CEO and Andrew Beach, CFO give a trading update for Q1 2023. It is a period where net fee growth has been driven by the group's Contract business.Timo Lehne, CEO
00:16 - Introduction
00:35 - Highlights and overview
Andrew Beach, CFO
02:58 - Financial highlights
03:38 - Regional performance
05:53 - Per sector performance
06:26 - Headcount
Timo Lehne, CEO
07:39 - Summary & outlook
SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in Science, Technology, Engineering and Mathematics (‘STEM’), providing permanent and flexible contract talent to a diverse base of over 8,200 clients across 14 countries. Our Group’s c.3,000 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector.
Somero Enterprises CEO, Jack Cooney, President, John Yuncza and CFO, Enzo Licausi, presents the FY22 results, for the period ended 31 December, 2022, followed by Q&A. There is a healthy North American market and significant contributions from Europe and Australia, which drove a strong finish to 2022.Jack Cooney, CEO
00:16 - Introduction
00:26 - 2022 Highlights
John Yuncza, President
01:31 - Financial highlights
02:24 - Sales by territory & product
Enzo Licausi, CFO
05:39 - Operating results
07:14 - Financial position & cashflow
09:31 - Dividend
John Yuncza, President
10:16 - Long term growth strategy
12:02 - Product development & current lineup
14:51 - International growth
16:59 - Outlook
19:12 - Q&A
Somero Enterprises provides industry-leading concrete-levelling equipment, training, education and support to customers in over 90 countries. The Company's cutting-edge technology allows its customers to install high-quality horizontal concrete floors faster, flatter and with fewer people. Somero equipment that incorporates laser-technology and wide-placement methods is used to place and screed the concrete slab in all building types and has been specified for use in a wide range of commercial construction projects for numerous global blue-chip companies.
Somero pioneered the Laser Screed ® market in 1986 and has maintained its market-leading position by continuing to focus on bringing new products to market and developing patent-protected proprietary designs. In addition to its products, Somero offers customers unparalleled global service, technical support, training and education, reflecting the Company's emphasis on helping its customers achieve their business and profitability goals, a key differentiator to its peers.
For more information, visit www.somero.com
Eagle Eye Solutions CEO, Tim Mason & CFO Lucy Sharman-Munday present the interim results for the six months ended 31 December 2022, achieving strong organic growth with the acquisition of Untie Nots supporting continued expansion.Tim Mason, CEO
00:16 - Introduction
00:37 - H1 Highlights
02:54 - About Eagle Eye
04:49 - Acquisition of Untie Nots
Lucy Sharman-Munday, CFO
09:27 - H1 Financial highlights
10:58 - Revenue Split
12:46 - Income statement
14:53 - Eagle Eye business model
18:14 - Net cash bridge
20:19 - ESG
Tim Mason, CEO
23:03 - Win, Transact, Deepen strategy
30:38 - Outlook
About Eagle Eye
Eagle Eye is a leading SaaS technology company transforming marketing by creating digital connections that enable personalised performance marketing in real time through coupons, loyalty, apps, subscriptions and gift services.
Eagle Eye AIR enables the secure issuance and redemption of digital offers and rewards at scale, across multiple channels, enabling a single customer view. The Group creates a network between merchants, brands and audiences to enable customer acquisition, interaction and retention at lower cost whilst driving marketing innovation.
The Company's current customer base comprises leading names in UK Grocery, Retail, Leisure and Food & Beverage sectors, including Asda, Sainsbury's, Tesco, Waitrose and John Lewis & Partners, Virgin Red, JD Sports, Pret A Manger, Greggs, Mitchells & Butlers, PizzaExpress; in North America, Loblaws, Shoppers Drug Mart, Southeastern Grocers and Staples US Retail and in Australia & New Zealand, Woolworths Group and The Warehouse Group. In January 2023, the Group acquired France based Untie Nots, a personalised promotions business, adding Carrefour, E. Leclerc, Auchan and other leading brands to its European customer base.
Web - www.eagleeye.com
FRAN Executive Chairman, Stephen Hemsley and Peter Molloy, Managing Director, B2B Division present the final results for the year ended 31 December 2022. It was another significant and highly successful year for the Group with record organic growth at Metro Rod and the transformational acquisition of Filta which has performed ahead of expectations.Stephen Hemsley, Executive Chairman00:17 Intro & agenda00:47 Overview03:21 Highlights
Peter Molloy, Managing Director, B2B Division04:32 Franchise Brands at a glance07:26 International footprint
Stephen Hemsley, Executive Chairman08:17 profit bridge for 2209:15 Corporate activity and strategic review
Peter Molloy, Managing Director, B2B Division12:33 Business performance12:59 Metro Rod & Metro Plumb17:54 Willow Pumps & Filta21:33 Cross selling opportunities
Stephen Hemsley, Executive Chairman23:02 Filta30:39 B2C
Peter Molloy, Managing Director, B2B Division32:48 Technology enablement
Stephen Hemsley, Executive Chairman38:31 Technology enablement contd40:06 Summary of group financial results42:40 Divisional trading results
Peter Molloy, Managing Director, B2B Division43:06 B2B division results
Stephen Hemsley, Executive Chairman45:57 Filta results51:33 B2C division results52:03 Adjusted & statutory profit53:27 Cash flow55:32 Balance sheet56:07 Summary & outlook
Franchise Brands plc is a holding company. It is focused on building businesses in selected customer segments, using primarily a franchise model. It operates through three segments: B2B-Franchisor, B2B-DLO and B2C. The B2B-Franchisor segment is made up of Metro Rod and Metro Plumb. B2B-DLO segment is made up of Willow Pumps, and other B2B DLOs. B2C segment is made up of ChipsAway, Ovenclean and Barking Mad. It has a combined network of approximately 425 franchisees across five principal brands in the United Kingdom (UK). Its brands include Metro Rod, Willow Pumps, Metro Plumb, ChipsAway, Ovenclean, Barking Mad, Azura Group and The Handyman Van. Metro Rod is the provider of drain clearance, repair, and maintenance services. These services are provided by 42 franchisees with geographical coverage across the UK. Metro Plumb is a national plumbing franchise with more than 30 regional plumbing centers. Filta serves commercial kitchen services sector, servicing restaurants and supermarket.
Alan Giddins, Executive Chair and Hannah Nichols, Group CFO, present full-year results for the year ended 31 December 2022. It was a year of record profitability, from a higher growth portfolio.Alan Giddins, Executive Chair00:17 Introduction00:29 Highlights
Hannah Nichols, Group CFO01:58 Financial highlights03:28 Galvanizing05:23 US Galvanizing07:44 Engineered Solutions09:58 Roads & Security12:46 Cash generation & financial position15:20 ESG
Alan Giddins, Executive Chair17:52 Financial framework19:11 Group overview20:09 US Infrastructure Bill21:22 Acquisitions – National Signal22:46 Acquisitions – Enduro Composites23:26 Acquisitions – Korns Galvanizing23:56 Outlook
Hill & Smith PLC is a United Kingdom-based company that creates infrastructure and transport. Its business divisions include Galvanizing Services, Engineered Solutions, and Roads & Security. Galvanizing Services division include structural steel work, lighting columns, bridges, agricultural equipment, and other products for the industrial and infrastructure markets. Engineered Solutions division is engaged in supplying engineered steel and composite solutions with low embodied energy for a range of infrastructure markets, including energy generation and distribution, marine, rail, and housing. Roads & Security division is engaged in supplying products and services to support road and highway infrastructure, including temporary and permanent road safety barriers, renewable energy lighting and power solutions, Intelligent Traffic Solutions, and bridge parapets. The security portfolio includes hostile vehicle mitigation solutions, high security fencing and automated gate solutions.
Headlam Group's Chief Executive, Chris Payne, presents full year results for the year ended 31 December 2022 and an update on current trading, followed by Q&A.00:16 - Introduction01:57 - Financial highlights03:15 - Income statement04:22 - Revenue movement05:51 - Distribution of sales07:40 - Operating profit08:56 - Non-underlying items09:31 - Cash flow movement11:28 - Balance sheet12:21 - Net debt14:06 - Growth Strategy22:21 - Acquisition of Melrose Interiors23:47 - ESG Strategy26:51 - Board and operational team29:01 - Investments and shareholder returns30:52 - Post year end and current trading32:09 - Q&A
About Headlam Group
Operating for over 30 years, Headlam is the UK's leading floorcoverings distributor. The Company works with suppliers across the globe manufacturing the broadest range of products, and gives them a highly effective route to market, selling their products into the large and diverse trade customer base. The Company has an extensive customer base spanning independent and multiple retailers, small and large contractors, and housebuilders. It provides its customers with a market leading service through the largest product range, in-depth knowledge, ecommerce and marketing support, and nationwide next day delivery service. To maximise customer reach and sales opportunity, Headlam operates 67 businesses and trade brands across the UK and Continental Europe (France and the Netherlands), which are supported by the group's network, central resources and processes.
Made Tech CEO, Rory MacDonald & CFO, Deborah Lovegrove, present the interim results for the six months ended 30 November 2022. They achieved strong organic revenue growth and a record Contracted Backlog.Rory MacDonald, CEO00:16 - Introduction00:51 - H1 23 Highlights03:57 - Offerings and capabilities05:37 - Client base07:34 - Market opportunity11:07 - Headcount
Deborah Lovegrove, CFO13:20 - H1 23 Financial highlights15:32 - Revenue16:52 - P&L summary17:58 - Balance sheet18:30 - Cashflow
Rory MacDonald, CEO18:48 - Strategic plan21:45 - Outlook
22:47 - Q&A
About Made TechMade Tech is a provider of digital, data and technology services to the UK public sector. Founded in 2008 and now with a headcount of over 480 and offices in four UK locations (London, Manchester, Bristol and Swansea), Made Tech provides services that enable central government, healthcare and local government organisations to digitally transform.
Made Tech's purpose is to "positively impact the future of society by improving public sector technology". To achieve this the company has four key strategic missions: Modernise legacy technology and working practices; Accelerate digital service and technology delivery; Drive better decisions through data and automation; and Enable technology and delivery skills to build better systems.
Wynnstay CEO, Gareth Davies and FD, Paul Roberts present the final results for the year ended 31 October 2022. They were record results and Wynnstay are well-positioned for FY 2023.Gareth Davies, CEO00:16 - Introduction00:42 - Business overview04:41 - Full year highlights
Paul Roberts, FD07:07 - Financial highlights11:39 - Financial track record12:22 - Income statement13:08 - Balance sheet14:22 - Cashflow16:16 - Segmental analysis
Gareth Davies, CEO16:53 - Trading environment18:56 - Agrigultural Division27:25 - Specialist Agricultural Merchanting Division29:57 - ESG32:24 - Summary & Outlook
34:11 - Q&A
Wynnstay Group Plc is a United Kingdom-based manufacturer and supplier of agricultural products in the United Kingdom. The Company has two segments. The Agriculture segment offers animal nutrition products to the agricultural market; and seeds, fertilizers, and agricultural chemicals to arable and grassland farmers, as well as markets grains. The Specialist Agricultural Merchanting segment supplies a range of specialist products to farmers, smallholders and pet owners. It supplies feeds and nutrition products for a number of sectors including, dairy, beef, sheep, pig and poultry, with a range of products to suit the needs of individual farmers. It is a producer of cereal seeds and a range of grass seed mixtures in the United Kingdom. It supplies fertilizer in the United Kingdom. Its subsidiaries include Glasson Group (Lancaster) Limited, Glasson Grain Limited, Wynnstay (Agricultural Supplies) Limited, Youngs Animal Feeds Limited, GrainLink Limited and Tamar Milling Limited (Tamar).
Following completion of the acquisition of personalised promotions business, Untie Nots in January 2023, the Eagle Eye and Untie Nots management team provide a deep dive into the Untie Nots offering, its products and how the two businesses will work together.Malcolm Wall, Chairman00:16 - Introduction & agenda
Tim Mason, CEO02:09 - Overview of Eagle Eye07:24 - International expansion
Lucy Sharman-Munday, CFO08:17 - H1 FY23 Trading
Tim Mason, CEO11:21 - Strengths of Untie Nots
Lucy Sharman-Munday, CFO17:31 - Untie Nots financials & KPI's
Cédric Chéreau, Co-Founder, Untie Nots22:03 - About Untie Nots
Zayed Jamoussi, Co-Founder, Untie Nots24:23 - About Untie Nots cont.28:56 - The Untie Nots solution
Cédric Chéreau, Co-Founder, Untie Nots37:28 - The business model
Tim Mason, CEO43:24 - Eagle Eye & Untie Nots combined
About Eagle Eye
Eagle Eye is a leading SaaS technology company transforming marketing by creating digital connections that enable personalised performance marketing in real time through coupons, loyalty, apps, subscriptions and gift services.
Eagle Eye AIR enables the secure issuance and redemption of digital offers and rewards at scale, across multiple channels, enabling a single customer view. The Group creates a network between merchants, brands and audiences to enable customer acquisition, interaction and retention at lower cost whilst driving marketing innovation.
The Company's current customer base comprises leading names in UK Grocery, Retail, Leisure and Food & Beverage sectors, including Asda, Sainsbury's, Tesco, Waitrose and John Lewis & Partners, Virgin Red, JD Sports, Pret A Manger, Greggs, Mitchells & Butlers, PizzaExpress; in North America, Loblaws, Shoppers Drug Mart, Southeastern Grocers and Staples US Retail and in Australia & New Zealand, Woolworths Group and The Warehouse Group. In January 2023, the Group acquired France based Untie Nots, a personalised promotions business, adding Carrefour, E. Leclerc, Auchan and other leading brands to its European customer base.
Website - www.eagleeye.com
NWF Chief Executive, Richard Whiting, and Group Finance Director, Chris Belsham present half-year results for the period ended 30 November 2022."We have delivered a record first half with a good performance from all three divisions in spite of an uncertain economic outlook and inflationary pressures. NWF has continued to demonstrate its resilience as a business and has significant further growth opportunities. The acquisition of Sweetfuels in December highlightsthe delivery of our growth strategy to consolidate the fragmented fuels distribution market. We have started the important winter period well and continue to focus on the long-term growth of the Group, with a clear investment strategy, which is supported by a strong financial position." Richard Whiting, Chief ExecutiveRichard Whiting, Chief Executive00:18 Introduction00:34 Group overview01:15 Results summary02:26 Operating highlights
Chris Belsham, Group Finance Director06:36 Financial review
Richard Whiting, Chief Executive12:27 Summary of NWF13:04 Strategy to drive shareholder return
Chris Belsham, Group Finance Director17:50 Acquisition process
Richard Whiting, Chief Executive19:45 ESG Framework20:47 NWF proposition & investment case21:29 Summary & outlook
22:11 Q&A
About NWF Group
NWF Group plc is a specialist distributor of fuel, food, and feed across the United Kingdom. The principal activities of the Company and its subsidiaries are the sale and distribution of fuel oils, the warehousing and distribution of ambient groceries, and the manufacture and sale of animal feeds. The Company's segments include Fuels, Food, and Feeds. The Fuels segment is engaged in the sale and distribution of domestic heating, industrial and road fuels. The Food segment is engaged in the warehousing and distribution of clients' ambient grocery and other products to supermarkets and other retail distribution centers. The Feeds segment is engaged in the manufacture and sale of animal feeds and other agricultural products. The Company operates through its subsidiaries, which include NWF Agriculture Limited, New Breed (UK) Limited, Boughey Distribution Limited, and NWF Fuels Limited.
Information for investors, including analyst consensus forecasts, can be found on the Group's website at www.nwf.co.uk .
Accrol, CEO Gareth Jenkins, CFO, Richard Newman & Group Financial Controller (and CFO designate), Chris Welsh, present the interim results for the six months ended 31 October 2022."There was strong progress across all businesses and products. The Group has performed well in H2 to date and is on track to achieve revenue and adjusted EBITDA growth for the year ending 30 April 2023 ("FY23") marginally ahead of expectations at £230m and £15.5m respectively."Gareth Jenkins, CEO00:16 - Introduction00:34 - HY22/23 Performance summary
Richard Newman, CFO02:33 - Market and revenue overview03:47 - HY22/23 Financial summary07:21 - Half year commercial highlights08:28 - Half year operational highlights
Gareth Jenkins, CEO09:12 - ESG summary11:22 - FY23 outlook12:47 - Strategic review
Chris Welsh, Group Financial Controller (and CFO designate)16:55 - Strategic review continued
Gareth Jenkins, CEO18:29 - Summary
20:11 - Q&A
Accrol Group Holdings plc is a leading tissue converter and supplier of toilet tissues, kitchen rolls, facial tissues, and wet wipes to many of the UK's leading discounters and grocery retailers across the UK. Following the recent acquisitions of LTC in Leicester and JD in Flint, North Wales, the Group now operates from six manufacturing sites, including four in Lancashire, which generate volumes totalling c.21.5% of the c£2.5bn UK retail tissue market.
For more information, please visit www.accrol.co.uk.
STEM CEO, Timo Lehne, CFO, Andrew Beach and CTIO, Nick Folkes outline the Group’s technology improvement programmeTimo Lehne, CEO00:16 - Introduction02:26 - Increasing efficieny and enabling growth.
Nick Folkes, CTIO07:41 - Introduction & background08:22 - The Solution13:25 - Candidate onboarding demo14:22 - Platform rollout
Matt McManus, Global Process Director - Sales15:10 - The sales effectiveness program16:25 - CRM pilot21:39 - Data driven insights and decision making23:45 - Follow the finisher
Sunny Ackerman, President, USA26:02 - User testomonial
Andrew Beach, CFO27:19 - Financial overview
Timo Lehne, CEO29:52 - Delivering scalable, sustainable growth31:31 - Growth drivers
About SThree
SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in STEM, providing permanent and flexible contract talent to a diverse base of over 8,200 clients across 14 countries. Our Group’s c.3,100 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the Premium Segment of the London Stock Exchange’s Main Market, trading with ticker code STEM.
STEM CEO, Timo Lehne, and CFO Andrew Beach present Full Year results for the period ended 30 November 2022.Timo Lehne, CEO00:16 - Introduction02:32 - Sthree's unique model04:35 - FY22 Highlights05:21 - Strategic pillars
Andrew Beach, CFO08:30 - Net fee growth09:33 - Profit11:04 - Trading performance11:59 - ECM model12:51 - Regional and sector split14:12 - FY22 productivity14:52 - Operating profit bridge15:50 - Net Cash position16:44 - Full year dividend17:17 - Order book17:58 - Key financial takeaways
Timo Lehne, CEO18:22 - Strategic Progress20:44 - ESG23:01 - Outlook
SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in STEM, providing permanent and flexible contract talent to a diverse base of over 8,200 clients across 14 countries. Our Group’s c.3,100 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the Premium Segment of the London Stock Exchange’s Main Market, trading with ticker code STEM.
Idox Chief Executive, David Meaden and CFO, Anoop Kang, present the results for the year ended 31 October 2022. "A solid performance, with strong recurring revenue and margin expansion"David Meaden, CEO00:16 - Introduction00:53 - Operational highlights
Anoop Kang, CFO03:20 - Financial highlights06:04 - Public sector software09:36 - EIM10:40 - Income statement12:20 - Net debt movement13:56 - Balance sheet14:55 - Future Guidance
David Meaden, CEO16:24 - Strategy and Operations18:09 - Focus on growth20:02 - M&A23:27 - ESG26:32 - Outlook
27:58 - Q&A
Idox PLC is a United Kingdom-based company, which supplies specialist information management software and solutions to the public and asset intensive sectors. The Company operates primarily in the United Kingdom, the United States of America, Europe and Australia. It offers computer aided facilities management, transport network management and electoral services. The Company provides applications to the United Kingdom local government for core functions relating to land, people and property, including planning systems and election management software. Its segments include Public Sector Software (PSS) and Engineering Information Management (EIM). PSS segment delivers specialist information management solutions and services to the public sector. The EIM segment delivers engineering document management and control solutions to asset intensive industry sectors. It is also engaged in cloud-native land mapping software and geospatial information services (GIS) data business.
Vertu CEO, Robert Forrester, runs through the Helston Garages Group Ltd acquisition, including the strategic rationale, the positive earnings and free cash flow accretion, and the acquisition structure and financing details. Vertu Motors completed the acquisition on 19th December 2022.00:00 - Opener00:16 - Introduction00:30 - Group strategy01:01 - Acquisition highlights04:28 - Overview of Helston Garages Group05:42 - Financial impact07:48 - Acquisition structure and metrics10:16 - Conclusion
Vertu Motors is the fourth largest automotive retailer in the UK with a network of 192 sales outlets across the UK. Its dealerships operate predominantly under the Bristol Street Motors, Vertu and Macklin Motors brand names.
Vertu Motors was established in November 2006 with the strategy to consolidate the UK motor retail sector. It is intended that the Group will continue to acquire motor retail operations to grow a scaled dealership group. The Group's acquisition strategy is supplemented by a focused organic growth strategy to drive operational efficiencies through its national dealership network. The Group currently operates 188 franchised sales outlets and 4 non-franchised sales operations from 142 locations across the UK.
Vertu's Mission Statement is to "deliver an outstanding customer motoring experience through honesty and trust".
Vertu Motors Group websites - https://investors.vertumotors.com/ / www.vertucareers.com
Vertu brand websites - www.vertumotors.com / www.bristolstreet.co.uk / www.vertuhonda.com / www.vertutoyota.com / www.macklinmotors.co.uk / www.vertumotorcyles.com
WH Ireland’s CEO Phillip Wale presents a short overview of the Group’s half year results for the six months ended 30 September 2022.Phillip Wale, CEO00:16 - Introduction00:36 - Financial highlights01:37 - Wealth management02:49 - Capital markets4:00 - Current trading and outlook
WH Ireland Group plc is a holding company. The Company’s principal activities are the provision of wealth management and corporate finance advice, research, products and services to the private clients, and small and medium sized companies. It operates through two segments, which include Private Wealth Management and Corporate Broking. The Private Wealth Management segment offers investment management advice and services to individuals and contains its wealth planning business, giving advice on and acting as intermediary for a range of financial products. The Corporate Broking segment provides corporate finance and corporate broking advice and services to the companies, and acts as nominated advisor to clients listed on the Alternative Investment Market (AIM). The Corporate Broking segment contains its institutional sales and research business, which carries out stockbroking activities on behalf of companies, as well as conducting research into markets of interest to its clients.
Ali Hall & Julie Lavington, Co-CEOs & Co-Founders, and Steve Dilks, CEO, present Sosandar's interim results & trading update for the six months ending 30th September 2022.Continued revenue growth of +72%, delivering the Company's second six-month period of positive PBT. Momentum has continued into the second half of the financial year with record sales months in October and November, trading in line with market expectations for the full financial year.00:00 Opening
Ali Hall, Co-CEO & Co-Founder00:17 Introduction
Julie Lavington, Co-CEO & Co-Founder00:45 Highlights of the period
Steve Dilks, CEO01:18 Financial highlights03:17 Overheads05:04 KPI's
Julie Lavington, Co-CEO & Co-Founder06:43 Customer acquisitions
Steve Dilks, CEO07:48 Income statement08:16 Balance sheet
Ali Hall, Co-CEO & Co-Founder10:16 Current trading
Julie Lavington, Co-CEO & Co-Founder11:07 Factors driving growth
Ali Hall, Co-CEO & Co-Founder11:47 Vision & ambition
Julie Lavington, Co-CEO & Co-Founder11:59 UK addressable market
Ali Hall, Co-CEO & Co-Founder12:17 Product range13:04 All categories in growth
Julie Lavington, Co-CEO & Co-Founder14:18 Marketing plan
Ali Hall, Co-CEO & Co-Founder15:34 Growth through own site & third parties
Steve Dilks, CEO16:15 Operationl bandwidth for growth
Julie Lavington, Co-CEO & Co-Founder18:29 Outlook
19:13 Q&A
About Sosandar plc
Sosandar is one of the fastest growing women's fashion brands in the UK targeting style conscious women who have graduated from price-led alternatives. The Company offers this underserved audience fashion-forward, affordable, quality clothing to make them feel sexy, feminine, and chic. The business sells predominantly own-label exclusive product designed in-house.
Sosandar's product range is diverse, providing its customers with an array of choice for all occasions across all women's fashion categories. The company sells through Sosandar.com and has brand partnerships in place with Next, John Lewis, Marks & Spencer, The Very Group and N Brown.
Sosandar's strategy is to continue growing brand awareness and expand its customer database, whilst also further driving its high levels of customer retention. This is achieved through its exceptional products, seamless customer experience and impactful, lifestyle marketing activities, all of which is underpinned by combining innovation with data analysis.
Sosandar was founded in 2016 and listed on AIM in 2017. More information is available at www.sosandar-ir.com
SThree CEO, Timo Lehne and CFO, Andrew Beach present a full-year 2022 trading update for the year ended 30 November 2022. A record performance for the year with double-digit growth across all regions.Timo Lehne, CEO00:16 - Introduction00:30 - FY22 highlights and overview
Andrew Beach, CFO03:09 - FY22 growth04:16 - Regional performance06:20 - Headcount and productivity07:05 - Financial highlights
Timo Lehne, CEO07:36 - Outlook
SThree plc is a United Kingdom-based specialist staffing, which provides specialist recruitment services in the science, technology, engineering and mathematics (STEM). The Company provides permanent and contract sectors, which includes technology, engineering and banking & finance. The Company's recruitment brands include Computer Futures, Progressive Recruitment, Real Staffing and Huxley. The Company’s other brands include Global Enterprise Partners, JP Gray, Madison Black and Newington International. The Company's markets include the United States, the Netherlands, Germany, the United Kingdom and Japan.
Secure Trust Bank CEO, David McCreadie gives an overview of this specialist lending business, which is also a regulated bank. David joined STB about three years ago, initially as a Non-Exec director, he took over as CEO two years ago and gives an update on what they've been doing, the strategy going forward and the impact of the current economic climate.00:21 - STB overview01:31 - Business units, who they lend to, risks and increasing interest rates:01:39 - Retail Finance (33%);03:19 - Vehicle Finance (12%);05:58 - Business: Property Finance (42%)07:36 - Business: Commercial Finance/ factor invoicing10:07 - Growth strategy: new management, saving costs; digitisation & automation13:46 - Financial targets17:59 - Summary
Secure Trust Bank PLC is a United Kingdom-based retail bank. The Company's diversified lending portfolio focuses on two sectors: Business Finance through its Real Estate Finance and Commercial Finance divisions, and Consumer Finance through its Vehicle Finance and Retail Finance divisions. The Real Estate Finance division supports small and mid-size enterprises (SMEs) in providing finance principally for residential development and residential investment. The Commercial Finance division provides provision of invoice discounting and factoring to SME businesses. The Vehicle Finance division provides finance through motor dealerships, brokers, and Internet introducers and involves fixed rate, fixed term hire purchase, and personal contract purchase arrangements on used cars. The Retail Finance division includes lending products to in-store and online retailers to enable consumer purchases.
Begbies Traynor Executive Chairman, Ric Traynor and Group Finance Director, Nick Taylor, present interim results for the six months ended 31 October 2022. A strong first half performance and confidence in the full year outlook.Ric Traynor, Executive Chairman00:16 - Introduction to Begbies Traynor01:15 - Highlights
Nick Taylor, Group Finance Director02:09 - Financial overview02:56 - Divisional growth07:20 - Full year outlook06:07 - Financial position
Ric Traynor, Executive Chairman08:37 - Market position & Growth Opportunities16:33 - Outlook
17:36 - Q&A
Begbies Traynor Group plc is a leading business recovery, financial advisory and property services consultancy, providing services nationally from a comprehensive network of UK locations. The group has over 1,000 partners and employees and our professional staff include licensed insolvency practitioners, accountants, chartered surveyors and lawyers.
The group's services include:· Corporate and personal insolvency - we handle the largest number of corporate insolvency appointments in the UK, principally serving the mid-market and smaller companies.· Financial advisory - Debt advisory, due diligence and transactional support, accelerated corporate finance, pensions advisory, business and financial restructuring, forensic accounting and investigations, finance broking.· Corporate finance - buy and sell side support on corporate transactions.· Valuations - valuation of property, businesses, machinery and business assets.· Property consultancy, planning and management - building consultancy, commercial property management, specialist insurance and vacant property risk management, transport planning and design.· Transactional services - sale of property, machinery and other business assets through physical and online auctions; business sales agency; commercial property agency.
Further information can be accessed via the group's website at www.begbies-traynorgroup.com/investor-relations.
IG Design Group management, Stewart Gilliland, Interim Exec Chairman, Paul Bal, CFO & Lance Burn, Interim COO, present interim results for the six months ended 30 September 2022.Stewart Gilliland, Interim Exec Chairman00:16 - Introduction00:30 - HY2023 Developments
Paul Bal, CFO02:57 - HY2023 Financial summary07:43 - Category Performance08:26 - Profit and Loss10:57 - Adjusted operating profit evolution13:08 - Cashflow
Lance Burn, Interim COO14:12 - DG Americas update19:16 - Turning around DG Americas22:24 - DG International update
Stewart Gilliland, Interim Exec Chairman26:26 - Summary and Outlook
27: 36 - Q&A
IG Design Group plc is a United Kingdom-based company that is engaged in the design manufacture and distribution of celebration, craft & creative play, stationery, gifting and not-for-resale consumable products. The Company is a producer of Celebrations products, including greetings cards, gift wrap, Christmas crackers, gift bags and partyware. The Company design, manufacture and sources a range of stationery products for consumers of all ages, for use in education, commercial and home settings. Its not-for-resale consumables product combines Polaris business with Paper Twist Handle Bags. The Company’s segments include DG Americas and DG International. The DG Americas segment includes overseas operations in Asia, Australia, the United Kingdom (UK), India and Mexico, and the United States companies. The DG International segment comprises the consolidation of the separately owned UK, European and Australian businesses.
Cerillion CEO, Louis Hall and CFO, Andrew Dickson, present final results for the year ended 30 September 2022. It was a record financial performance and the group is well placed for continued growth.Louis Hall, CEO00:16 - Introduction00:55 - Overview of Cerrilion08:14 - FY22 highlights11:07 - Sales pipeline overview
Andrew Dickson, CFO13:22 - Key KPI's15:56 - FY22 financial highlights19:07 - Cash geration20:22 - Income statement21:42 - Balance sheet22:02 - Cash flow statement
Louis Hall, CEO22:31 - Markets and channels26:21 - Customer base28:20 - Summary and outlook
28:45 - Q&A
Cerillion has a 23-year track record in providing mission-critical software for billing, charging and customer relationship management ("CRM"), mainly to the telecommunications sector but also to other markets, including utilities and financial services. The Company has c. 80 customer installations across c. 45 countries.
Headquartered in London, Cerillion has operations in Pune, India, where its Global Solutions Centre is located, as well as operations in Bulgaria, Belgium, Singapore and Australia .
The business was originally part of Logica plc before its management buyout, led by CEO, Louis Hall, in 1999. The Company joined AIM in March 2016.
MindGym CEO, Octavius Black and CFO, Dominic Neary, present interim results for the six months ended 30 September 2022, where significant momentum has driven growth.Octavius Black, CEO00:16 - Introduction01:40 - The market opportunity
Dominic Neary, CFO05:56 - H1 FY23 highlights08:10 - Regional performance10:48 - Cash flow
Octavius Black, CEO11:35 - Framework agreements14:26 - Behavioural change platform18:57 - Product roadmap19:11 - Performa23: 14 - Diagnostics26:05 - Wellworking28:00 - Current trading and outlook
Mind Gym is a company that delivers business improvement solutions using scalable, proprietary products which are based on behavioural science. The Group operates in three global markets: business transformation, human capital management and learning & development .
Mind Gym is quoted on the London Stock Exchange Alternative Investment Market (ticker: MIND) and headquartered in London. The business has offices in London, New York and Singapore.
Further information is available at www.themindgym.com
Creightons management present interim results for the six months ended 30 September 2022.Bernard Johnson, Group Managing Director00:16 - Introduction02:38 - Prioritised Outline Action plan
Eamon Murphy, Group Finance and Commercial Director08:34 - Financial Highlights11:55 - Operational highlights13:24 - Revenue13:56 - Operating Profit before exceptional costs14:39 - Diluted EPS15:07 - Net Cash Movement16:01 - Working Capital
Martin Stephens, Managing Director - Manufacturing16:23 - Manufacturing Summary
Pippa Clark, Global Marketing Director22:24 - Division Performance24:42 - Trading update30:42 - Building Brands36:42 - Driving for Growth
Bernard Johnson, Group Managing Director40:36 - Outlook
42:49 - Q&A
Creightons Plc is a United Kingdom-based company that is engaged in the development, marketing and manufacture of toiletries and fragrances, which includes the development of brands. The Company's operations are organized into three business streams: branded business, private label business, and contract manufacturing business. Its own branded business, which develops, markets, sells and distributes products the Company has developed and owns the rights to or brands it has licensed. The brands in the branded business include Feather and Down, Balance Active and The Curl Company. The private label business focuses on private label products for high street retailers and supermarket chains, with most of the stock manufactured to forecast. The contract manufacturing business develops and manufactures products on behalf of third-party brand owners and manufactured to order. The Company offers a range of toiletries, skincare, hair care, fragrances, and home fragrances.
DSW management, James Dow, CEO and Nicole Burstow, CFO present interim results for the six-month period ended 30 September 2022.James Dow, CEO00:16 - Introduction02:04 - Overview of DSW04:30 - Investment case
Nicole Burstow, CFO06:32 - Current Service lines and business model12:59 - H1 FY23 Performance highlights16:02 - H1 FY23 Income statement19:06 - Cashflow statement20:39 - Network KPI's
James Dow, CEO22:20 - Profile Boost Post IPO23:52 - ESG25:13 - Opportunities for growth31:23 - Summary and Outlook
33:38 - Q&A
About DSW Capital
DSW Capital, owner of the Dow Schofield Watts brand, is a profitable, fast growing, mid-market, challenger professional services network with a cash generative business model and scalable platform for growth. Originally established in 2002, by three KPMG alumni, DSW is one of the first platform models disrupting the traditional model of accounting professional services firms. DSW operates licensing arrangements with 20 licensee businesses with 97 fee earners, across seven offices in England and three in Scotland. These trade primarily under the Dow Schofield Watts brand.
DSW's vision is for the DSW Network to become the most sought-after destination for ambitious, entrepreneurial professionals to start and develop their own businesses. Through a licensing model, DSW gives professionals the autonomy and flexibility to fulfil their potential. Being part of the DSW Network brings support benefits in recruitment, funding and infrastructure. DSW's challenger model attracts experienced, senior professionals, predominantly with a "Big 4" accounting firm background, who want to launch their own businesses and recognise the value of the Dow Schofield Watts brand and the synergies which come from being part of the DSW Network.
DSW aims to scale its agile model through organic growth, geographical expansion, additional service lines and investing in "Break Outs" (existing teams in larger firms). The Directors are targeting high margin, complementary, niche service lines with a strong synergistic fit with the existing DSW Network.
ActiveOps management, CEO, Richard Jeffrey and CFO, Patrick Deller present interim results for the period ended 30 September 2023.Richard Jeffrey, CEO00:16 - Introduction to ActiveOps04:36 - H1 FY23 Summary
Patrick Deller, CFO07:05 - SaaS Revenues08:25 - P&L performance10:27 - EBITDA11:33 - Cashflow
Richard Jeffrey, CEO12:54 - Strategic Progress15:34 - The World of work16:39 - Recession performance17:15 - Innovation19:54 - Introducing: Smart Planning20:37 - FY23 Priorities22:12 - Outlook
ActiveOps is a leader in Management Process Automation (MPA), providing a SaaS platform to large enterprises with complex and often global back-offices. The Group's software and embedded back-office operations management methodology enables enterprises to adopt a data-driven, scientific approach to organising work and managing capacity.
The Group's enterprise platform comprises its MPA software products and AOM, the Group's operations methodology and framework for effective back-office management. Together, this combination of software and embedded methodology enables operations managers to balance the competing priorities of meeting service and quality standards while improving productivity and reducing cost.
As at 30 September 2022, the Group has 180 employees, serving its global customer base of over 80 enterprise customers from offices in the UK, Ireland, USA, Australia, India and South Africa. The Group's customers are predominantly in the banking, insurance and business process outsourcing (BPO) sectors, including Nationwide, TD Bank, Anthem Inc and DXC Technology.
Treatt management, Daemmon Reeve, CEO and Ryan Govender, CFO present full year results for the year ended 30 September 2022.Daemmon Reeve, CEO00:16 - Introduction00:33 - Summary of the year
Ryan Govender, CFO01:28 - August downgrade04:00 - Future targets04:40 - Income statement
Daemmon Reeve, CEO05:58 - Sales performance
Ryan Govender, CFO09:41 - Gross margin10:27 - Administrative Expenses11:46 - Cash flow13:13 - 2023 Guidance14:46 - Medium term financial metrics
Daemmon Reeve, CEO16:07 - Return to Growth17:11 - Market Insight18:51 - Introduction of Coffee business22:01 - Outlook
Treatt is a global, independent manufacturer and supplier of a diverse and sustainable portfolio of natural extracts and ingredients for the flavour, fragrance and multinational consumer product industries, particularly in the beverage sector. Renowned for its technical expertise and knowledge of ingredients, their origins and market conditions, Treatt is recognised as a leader in its field.
The Group employs approximately 400 staff in Europe, North America and Asia and has manufacturing facilities in the UK and US. Its international footprint enables the Group to deliver powerful and integrated solutions for the food, beverage and fragrance industries across the globe.
For further information about the Group, visit www.treatt.com.
SThree plc, the only global pure-play specialist staffing business focused on Science, Technology, Engineering and Mathematics ('STEM') skills, hosted the first in a series of investor briefings providing insight into the Group’s markets, strategy and operations. Here, CEO Timo Lehne and CFO, Andrew Beach cover the Group’s unique market position and long-term structural growth drivers. Timo Lehne, CEO 00:16 Introduction 02:21 - SThree's unique model
Andrew Beach, CFO 05:09 - Ambitions for FY 2024
Timo Lehne, CEO 05:50 - Achieving these ambitions 06:58 - The global STEM market 08:32 - The demand for STEM skills
Andrew Beach, CFO 09:30 - Digitalisation
Christiane Hontheim, Client relationship manager 11:30 - SThree and Bosch
Andrew Beach, CFO 14:28 - Decarbonisation 16:35 - Research-led healthcare
Timo Lehne, CEO 18:27 - Demographic changes 20:20 - Shifting attitudes to work
Andrew Beach, CFO 22:20 - Flexible Talent
Andreas Lehr, Programme manager, Akzonobel 25:31 - Working with SThree
Andrew Beach, CFO 29:00 - Performance
Timo Lehne, CEO 30:28 - Discipline and focus 31:03 - Market investment model 33:41 - Positioned to win in a changing world 35:20 - SThree video
SThree plc brings skilled people together to build the future. We are the only global STEM specialist talent partner focused on roles in Science, Technology, Engineering and Mathematics (‘STEM’), providing permanent and flexible contract talent to a diverse base of over 8,000 clients across 14 countries. Our Group’s c.2,900 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the Premium Segment of the London Stock Exchange’s Main Market, trading with ticker code STEM.
DotDigital CEO, Milan Patel and CFO, Alistair Gurney give an overview of the results for the period ended 30 June 2022. Milan Patel, CEO 00:16 - Summary of the year 01:48 - Operational progress 04:32 - The Market
Alistair Gurney, CFO 06:04 - First impressions 07:04 - Financial Highlights
Milan Patel, CEO 08:10 - Outlook
Dotdigital Group Plc is a United Kingdom-based company that is engaged in providing intuitive software as a service (SaaS) via an omnichannel marketing automation and customer engagement platform services to digital marketing professionals. The Company's dotdigital Engagement Cloud is a SaaS marketing platform that enables companies to create, test and send data-driven automated campaigns across channels, including email, SMS, social, advertising, mobile, Web and offline. The Company’s technology integrates with e-commerce and customer relationship management (CRM) platforms to create a robust marketing engine that supports insight-driven activities and improves business growth. The Company operates primarily in Europe, Middle East, and Africa (EMEA), North America and Asia-Pacific (APAC). The Company's subsidiaries include Dotdigital EMEA Limited, Dotdigital Inc, Dotdigital APAC Pty Limited, Dotdigital B.V. and others.
Tracsis CEO, Chris Barnes and CFO, Andy Kelly, present full-year 2022 results for the period ended 31 July 2022, followed by investor questions. In summary, Chris Barnes says, "I am pleased with the progress the Group has made this year in executing its growth strategy. We have delivered a financial performance aligned to our long-term strategic growth plan, with high levels of organic and acquisitive growth. Our Rail Technology and Services Division has won several multi-year software contracts, and in Data, Analytics, Consultancy and Events we have seen a strong post-Covid recovery in activity levels. We have a growing pipeline of opportunities in both Divisions, and we have expanded our addressable markets including our first direct entry into the large and growing North America rail market with the acquisition of RailComm. The post-acquisition performance of this business has been particularly pleasing, with good revenue and profit performance, new orders secured for its core products, and an encouraging level of interest in products from elsewhere in the Group that are already well established in the UK. These opportunities leave us well placed to deliver further growth. The UK rail industry's transition to a new Great British Railways structure is ongoing and the overall objective is to create a data-driven, customer-focused, safety-critical future for the industry. Digital transformation will play a significant role in the industry's transition and our range of rail technology products and services is well-placed to help the rail industry deliver operational performance improvements and efficiency savings. We continue to invest in implementing a more integrated operating model to help us to execute our growth strategy. I was particularly pleased to see the launch of the OneTracsis leadership development programme during the year, which is an important initiative as part of our commitment to investing in developing our people and growing the next generation of leaders in our business. We are also making good progress in implementing a single groupwide IT operating model, under the direction of an experienced technology leader who has been recruited to further enhance senior management bandwidth. Tracsis is fully committed to delivering sustainable growth that benefits the communities in which we, and our customers, operate. The Group's products and services are well aligned with this vision, and support our customers in delivering positive environmental and social outcomes. This year we have formalised our sustainability strategy and set ourselves the ambition of being carbon neutral by 2030 for scope 1 and scope 2 emissions from Tracsis operations. Q1 trading is in line with the Board's expectations. We are confident that there are strong growth prospects for all parts of our Group and therefore remain committed to implementing our overall strategic growth and investment plans. We will continue to pursue organic and acquisitive growth supported by a strong balance sheet." Chris Barnes, CEO 00:17 Introduction 00:54 About Tracsis 02:15 FY22 highlights 04:59 Operational improvements
Andy Kelly, CFO 08:11 Financial highlights 09:57 Revenue 13:18 Income statement 15:25 Cashflow
Chris Barnes, CEO 17:11 Growth strategy update 18:55 Operational performance software 21:06 Remote condition monitoring 22:51 Smart ticketing & delay repay 24:02 Risk management/safety software 25:06 Data analytics & GIS
Andy Kelly, CFO 26:20 North America 28:01 Growth opportunities 30:59 Addressable market 31:46 ESG
Chris Barnes, CEO 33:14 Outlook – Rail 36:05 Outlook – Smart ticketing 37:36 Conclusion 38:53 Q&A
Demonstration videos of the Group's TRACS Enterprise, Remote Condition Monitoring, Smart Ticketing, and Safety and Risk Management rail technology products are available to view here: https://tracsis.com/investors/investors-day/rail-technology-product-demonstration-for-investors/
Tracsis plc is a United Kingdom-based technology company engaged in providing software and hardware products, and consultancy services for the rail industry. The Company is also engaged in the business of providing data capturing, data analytics, and event transport planning and management services across the transport industry. The Company’s segments include Rail Technology & Services and Data, Analytics, Consultancy & Events. The Rail Technology & Services segment includes operational performance software, remote condition monitoring hardware and software, risk management and safety software and smart ticketing and customer experience software. The Data, Analytics, Consultancy & Events segment offers traffic data collection and event planning & traffic management, and data and analytics and consultancy services. The Company offers a range of products and services for the rail industry, such as software, hosting services, remote condition monitoring. https://tracsis.com/investors/
Aquis Exchange PLC, the exchange services group, Capital Markets Day for analysts and investors to learn more about the evolution of the Group's strategy and ambition with a focus on its state of the art exchange trading technology. Glen Collinson, Non-Executive Chairman 00:16 - Introduction
Alasdair Haynes, CEO 03:50 - The Evolution of Aquis Exchange PLC
Richard Fisher, CFO 17:09 - The Revenue Story
Adrian Ip, Managing Director 21:53 - Next generation stock exchange.
David Stevens, Chief Revenue Officer 37:30 - AQX
David Stevens, Chief Revenue Officer & Philip Olm, General Counsel 47:50 - AQSE
Alasdair Haynes, CEO 56: 08 - Conclusion
About Aquis Exchange PLC
Aquis Exchange PLC and its subsidiaries are an exchange services group, which operate a pan-European cash equities trading businesses (Aquis Exchange), a growth and regulated primary market (Aquis Stock Exchange/AQSE) and develop/license exchange software to third parties (Aquis Technologies).
Aquis Exchange is authorised and regulated by the UK Financial Conduct Authority and France's Autorité des Marchés Financiers to operate Multilateral Trading Facility businesses in the UK/Switzerland and in EU27 respectively. Aquis Exchange operates lit and dark order books, covering 16 European markets. For its lit books, Aquis Exchange uses a subscription pricing model which works by charging users according to the message traffic they generate, rather than a percentage of the value of each stock that they trade and does not allow aggressive non-client proprietary trading, which has resulted in lower market impact and signalling risk on Aquis Exchange than other trading venues in Europe.
Aquis Stock Exchange (AQSE) is a stock market providing primary and secondary markets for equity and debt products. It is authorised as a Recognised Investment Exchange, which allows it to operate a regulated listings venue. The AQSE Growth Market is divided into two segments 'Access' and 'Apex', with different levels of admission criteria. The Access market focuses on earlier stage growth companies, while Apex is the intended market for larger, more established businesses.
Aquis Technologies is the software and technology division of Aquis Exchange PLC. It creates and licenses cutting-edge, cost-effective matching engine and trade surveillance technology for banks, brokers, investment firms and exchanges.
Aquis Exchange PLC is quoted on the Aquis Stock Exchange and on the Alternative Investment Market of the LSE (AIM) market. For more information, please go to www.aquis.eu
Tracsis CEO, Chris Barnes and CFO, Andrew Kelly, give an overview of the Full Year results for the period ended 31 July 2022. Chris Barnes, CEO 00:20 Overview of the year
Andrew Kelly, CFO 01:40 Financial highlights
Chris Barnes, CEO 04:36 Operational progress
Andrew Kelly, CFO 06:50 RailComm acquisition
Chris Barnes, CEO 08:16 Outlook
Tracsis plc is a United Kingdom-based technology company engaged in providing software and hardware products, and consultancy services for the rail industry. The Company is also engaged in the business of providing data capturing, data analytics, and event transport planning and management services across the transport industry. The Company’s segments include Rail Technology & Services and Data, Analytics, Consultancy & Events. The Rail Technology & Services segment includes operational performance software, remote condition monitoring hardware and software, risk management and safety software and smart ticketing and customer experience software. The Data, Analytics, Consultancy & Events segment offers traffic data collection and event planning & traffic management, and data and analytics and consultancy services. The Company offers a range of products and services for the rail industry, such as software, hosting services, remote condition monitoring.
Eneraqua Technologies, a specialist provider of energy and water efficiency solutions, present the interim results for the six months ended 31 July 2022, by Mitesh Dhanak, CEO & Iain Richardson, CFO. They see a 92% uplift in H1 revenue and full revenue cover for FYJan23, whilst their investment in people and infrastructure underpins their growth strategy. Mitesh Dhanak, CEO 00:16 - Introduction 00:32 - Executive Summary 01:29 - Overview of Eneraqua Technologies 02:12 - Technology IP 03:49 - Growth drivers 08:11 - Operational and Strategic highlights
Iain Richardson, CFO 09:37 - Financial highlights 11:37 - Group Revenue 12:50 - Income statement 14:19 - Balance sheet 16:15 - Cashflow 16:24 - Key commercial risks and mitigation
Mitesh Dhanak, CEO 17:14 - Investing in people 18:35 - Cenergist Energy & Cenergist water
Iain Richardson, CFO 23:33 - Growth Strategy
Mitesh Dhanak, CEO 24:56 - Summary and Outlook
Eneraqua Technologies (AIM:ETP) is a specialist in energy and water efficiency. The Group designs and delivers improved energy and water systems which utilise its wholly owned intellectual property, Control Flow HL2024. Energy was the first market the Company entered and this is the larger sector, with the Company focused on clients with end of life gas, oil or electric heating and hot water systems. The Group provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support Net Zero and decarbonisation goals.
Water is a growing service offering focused on water efficiency upgrades for utilities and commercial clients including hotels and care homes. It has also expanded into agritech systems.
The activities in both areas are underpinned by the Company's wholly-owned intellectual property, the Control Flow HL2024 family of products which reduce water wastage and improve the performance of heating and hot water systems.
The Company's main country of operation is the United Kingdom. The Company's head office is in London with additional offices in Leeds, Washington (Sunderland), India, Spain and the Netherlands. The Company has 144 employees, with the majority employed within the UK. Eneraqua Technologies has received the London Stock Exchange's Green Economy Mark.
To find out more, please visit: www.eneraquatechnologies.com
Sosandar’s Joint CEOs, Julie Lavington, Ali Hall and CFO, Steve Dilks outline the H123 highlights followed by questions. 00:18 Introduction and overview, Julie Lavington, Joint CEO 01:23 Strategy highlights, Ali hall, Joint CEO 02:56 Macroeconomic backdrop, Julie Lavington, Joint CEO 04:14 Financial overview, Steve Dilks, CFO 06:26 Outlook, Julie Lavington, Joint CEO 07:25 Questions
Sosandar is one of the fastest growing women's fashion brands in the UK targeting style conscious women who have graduated from price-led alternatives. The Company offers this underserved audience fashion-forward, affordable, quality clothing to make them feel sexy, feminine, and chic. The business sells predominantly own-label exclusive product designed in-house.
Sosandar's product range is diverse, providing its customers with an array of choice for all occasions across all women's fashion categories. The company sells through Sosandar.com and has brand partnerships in place with Next, John Lewis, Marks & Spencer, The Very Group and N Brown.
Sosandar's strategy is to continue growing brand awareness and expand its customer database, whilst also further driving its high levels of customer retention. This is achieved through its exceptional products, seamless customer experience and impactful, lifestyle marketing activities all of which is underpinned by combining innovation with data analysis.
Sosandar was founded in 2016 and listed on AIM in 2017. More information is available at www.sosandar-ir.com
Eneraqua CEO, Mitesh Dhanak, and CFO, Iain Richardson, present an overview of the interim results for the six months ended 31 July 2022. Mitesh Dhanak, CEO 00:25 Executive summary
Iain Richardson, CFO 01::25 Financial highlights
Mitesh Dhanak, CEO 02:34 Strategy update 05:44 The outlook
Eneraqua Technologies (AIM:ETP) is a specialist in energy and water efficiency. The Group designs and delivers improved energy and water systems which utilise its wholly owned intellectual property, Control Flow HL2024. Energy was the first market the Company entered and this is the larger sector, with the Company focused on clients with end of life gas, oil or electric heating and hot water systems. The Group provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support Net Zero and decarbonisation goals.
Water is a growing service offering focused on water efficiency upgrades for utilities and commercial clients including hotels and care homes. It has also expanded into agritech systems.
The activities in both areas are underpinned by the Company's wholly-owned intellectual property, the Control Flow HL2024 family of products which reduce water wastage and improve the performance of heating and hot water systems.
The Company's main country of operation is the United Kingdom. The Company's head office is in London with additional offices in Leeds, Washington (Sunderland), India, Spain and the Netherlands. The Company has 116 employees, with the majority employed within the UK. Eneraqua Technologies has received the London Stock Exchange's Green Economy Mark.
To find out more, please visit: www.eneraquatechnologies.com
University undergraduates pitch their best UK small-cap stock pick to leading Fund Managers Andy Brough, Schroders, Judith MacKenzie, Downing, and Stephen English, Stellar Asset Management. Who sells it to the City and wins The Day in the Life of a Fund Manager with Schroders, Andy Brough? Here, one of Schroders’ stocks, CPP, comes under scrutiny and Andy gives his comments. There is lots of banter between the fund managers. All the presentations are excellent, with wonderful education and insight from the Fund Managers with the suggestions of elements which would strengthen their investment case. 00:18 Introduction 02:20 Ralph Atkinson, Twikker Fund, Sheffield University pitches CPP (CPP) 12:30 Q&A CPP (CPP) 26:19 Kai Pannwitz, St Andrews University pitches Vector Capital (VCAP) 35:18 Q&A Vector Capital (VCAP) 47:30 Rachel Lyu, Cutty Sark Investment Society, Clare College, Cambridge University pitches Norcros (NXR) 56:52 Q&A Norcros (NXR) 01:12:50 The scores and the Winner
Many thanks to both the undergraduates and the Fund Managers for their time and effort on this. Please get in touch if you are an undergraduate who would be interested to take part in Sell it to The City, contact us here.
You will find many more educational videos from Fund Managers’ stock selection to successful HNW investors winning formulas here.
Vertu Motors Chief Executive, Robert Forrester and CFO, Karen Anderson, present interim results for the six months ended 31 August 2022, where they anticipate the full year profits to be ahead of expectations. Robert Forrester, CEO 00:16 - Introduction 00:25 - Vertu Motors at a glance 01:19 - Highlights 02:57 - Financial KPI's
Karen Anderson, CFO 03:42 - Income statement 04:27 - Profit Bridge 05:24 - Inflationary headwinds and Energy Costs 08:52 - Cash Flow 09:26 - Capital Allocation Discipline 10:31 - Balance Sheet
Robert Forrester, CEO 11:58 - Group Strategy 12:53 - Market Trends 15:16 - Sales & Aftersales Performance 19:10 - Digitalisation 20:51 - Colleague Focus 22:53 - Current Trading and Outlook 25:23 - Summary
26:04 - Q&A
Vertu Motors plc is an automotive retailer in the United Kingdom. The Company operates franchised motor dealerships offering sale, servicing, parts and bodyshop facilities for new and used car and commercial vehicles. The Company operates many of its dealerships as Bristol Street Motors. It also operates a range of franchise dealerships, such as Volkswagen, Land Rover, Audi, Mercedes-Benz and Jaguar. The Company offers products, such as new and used cars, vans, trucks, motorcycles, fleet vehicles, and parts and accessories. It also specializes in the online sale of car wiper blades and other associated products. Its brands include Bristol Street Motors, Macklin Motors, Vertu Motors, Car Credit Assured, What Car? Leasing, Vertu Lease Cars, Vansdirect, The Taxi Centre and Ace Parts. The Company operates approximately 160 franchised and four non-franchised operations across England and Scotland.
Judges Scientific’s CEO, David Cicurel, Group FD, Brad Ormsby and COO, Mark Lavelle present Interim results for the six months ended 30 June 2022. It was a period where Recovery continued with a large order book (21.3 weeks) and where their largest acquisition was completed. Further, there was a 16% increase to interim dividend. David Cicurel, CEO 00:16 - Introduction 00:28 - About Judges Scientific 04:29 - The Judges Group 04:48 - Snapshot of Group customers 05:43 - Key messages
Brad Ormsby, CFO 08:21 - Financial Highlights 13:03 - Group Performance 13:58 - Order intake 16:09 - Profit Bridge 18:05 - Return on Invested Capital 19:31 - Diversification 20:00 - Financial history 21:03 - Refinancing of Banking facilities
David Cicurel, CEO 22:54 - Acquisition Criteria 24:59 - Geotek Aquisition 30:13 - Further Investments
Mark Lavelle, COO 31:22 - Post Aquisition initiatives
David Cicurel, CEO 38:35 - Outlook 40:22 - Investment Case
41:17 - Q&A
Judges Scientific plc is a United Kingdom-based company, which is focused on acquiring and developing companies within the scientific instrument sector. The Company operates through two segments: Materials Sciences and Vacuum. Its companies are primarily United Kingdom-based with products sold worldwide to a diverse range of markets, including higher education institutions, the scientific communities, manufacturers and regulatory authorities.
Judges Scientific’s CEO, David Cicurel, Group FD, Brad Ormsby and COO, Mark Lavelle present Interim results for the six months ended 30 June 2022. It was a period where Recovery continued with a large order book (21.3 weeks) and where their largest acquisition was completed. Further, there was a 16% increase to interim dividend. David Cicurel, CEO 00:16 - Introduction 00:28 - About Judges Scientific 04:29 - The Judges Group 04:48 - Snapshot of Group customers 05:43 - Key messages
Brad Ormsby, CFO 08:21 - Financial Highlights 13:03 - Group Performance 13:58 - Order intake 16:09 - Profit Bridge 18:05 - Return on Invested Capital 19:31 - Diversification 20:00 - Financial history 21:03 - Refinancing of Banking facilities
David Cicurel, CEO 22:54 - Acquisition Criteria 24:59 - Geotek Aquisition 30:13 - Further Investments
Mark Lavelle, COO 31:22 - Post Aquisition initiatives
David Cicurel, CEO 38:35 - Outlook 40:22 - Investment Case
41:17 - Q&A
Judges Scientific plc is a United Kingdom-based company, which is focused on acquiring and developing companies within the scientific instrument sector. The Company operates through two segments: Materials Sciences and Vacuum. Its companies are primarily United Kingdom-based with products sold worldwide to a diverse range of markets, including higher education institutions, the scientific communities, manufacturers and regulatory authorities.
GetBusy management present a detailed insight into the Company, its products and its proven strategy for growth. Dr Miles Jakeman, Non-Executive Chairman 00:16 - Introduction 00:48 - About GetBusy
Daniel Rabie, CEO 05:05 - Overview
Paul Haworth, CFO 12:51 - The markets GetBusy serve
Dania Buchanan, President, SmartVault 18:50 - Overview of SmartVault
Tracey Nichols, HFL Accountants 36:30 - A Smartvault customer journey
David Owen, Global Co-Head of Virtual Cabinet 00:52:42 - Overview of Virtual Cabinet
Deborah Baxter, CEO, Turnkey 01:24:19 - The Insolvency Marketplace and Virtual Cabinet
01:38:57 - Part 1 Q&A
Daniel Rabie, CEO 01:50:54 - Emerging products and long term growth
Jason Ross, Global Co-Head of Workiro 01:53:30 - Overview of Workiro
Paul Hawoth, CFO 02:09:23 - Overview of Certified Vault
Daniel Rabie, CEO 02:18:35 - People and Culture
Paul Hawoth, CFO 02:35:41 - GetBusy's ambition
2:43:30 - Part 2 Q&A
About GetBusy
GetBusy's specialist productivity software solutions enable growing businesses to work securely and efficiently with their customers, suppliers and teams anytime, anywhere. Our solutions can be delivered flexibly across cloud, mobile, hosted and on-premise platforms, whilst integrating seamlessly with a wide variety of other class-leading core business systems.
With over 74,000 paying users across multiple market sectors and jurisdictions, GetBusy is an established and fast-growing SaaS business delivering sustained double-digit growth in high-quality recurring subscription revenue over the long term.
Further information on the Group is available at www.getbusyplc.com
EMIS Group’s CEO, Andy Thorburn and CFO, Peter Southby, present 2022 half year results for the six months ended 30 June 2022. Andy Thorburn also gives an overview of the recommended acquisition of EMIS Group. A positive first half with strong underlying organic growth. Andy Thorburn, CEO 00:18 Introduction
Peter Southby, CFO 00: 41 Financial Highlights 02:07 Income statement 03:20 Segmental analysis 04:21 Revenue analysis 05:25 Cash flow 06:19 Balance sheet
Andy Thorburn, CEO 07:17 Recommended acqusition of EMIS Group 06:59 Operational highlights 10:55 Outlook
EMIS Group is the UK leader in connected healthcare software and systems. Its solutions are widely used across every major UK healthcare setting. EMIS Group’s aim is to join up healthcare through innovative technology, helping to deliver better health outcomes to the UK population, supporting longer and healthier lives.
EMIS Group has two core business segments: EMIS Health and EMIS Enterprise.
EMIS Health is a supplier of innovative integrated care technology to the NHS, including primary, community, acute and social care.
EMIS Enterprise is focussed on growth in the business-to-business technology sector within the healthcare market, including management of medicines, partner businesses, patient-facing services and analytics.
LCM management Patrick Moloney, CEO and Mary Gangemi, CFO, present full year 2022 results for the period ended 30th June 2022. They delivered improved underlying performance and maintained momentum across their KPIs, while driving meaningful growth in their fund management business. Patrick Moloney, CEO 00:16 - FY22 Highlights
Mary Gangemi, CFO 07:52 - FY22 Financial highlights 10:07 - Balance Sheet overview 10:55 - Cashflow movements
Patrick Moloney, CEO 11:36 - Current portfolio of direct investments 13:42 - Overview of Funds 16:43 - Average time to completion 20:21 - Portfolio performance 22:29 - Business fundamentals 26:34 - Return on invested capital and reinvestment 27:57 - Progress of investment portfolio 29:52 - Outlook
35:20 - Q&A
Litigation Capital Management (LCM) is a global provider of disputes finance. LCM provides capital and risk management services into the disputes market including insolvency, commercial disputes, arbitral disputes, class actions and corporate portfolios.
LCM has an unparalleled track record, driven by effective project selection, active project management and robust risk management.
Current headquartered in Sydney, with offices in London, Singapore, Brisbane and Melbourne, LCM listed on AIM in December 2018, trading under the ticker LIT.
www.lcmfinance.com
The Property Franchise Group CEO, Gareth Samples, and CFO, David Raggett present interim results for the period ended 30 June 2022. They anticipate full year results will be in line with market expectations. Gareth Samples, CEO 00:16 - Overview of The Property Franchise Group 02:09 - Summary of the Period
David Raggett, CFO 03:51 - Financial Overview 08:16 - Adjusted operating margin 09:24 - Revenue 11:21 - Group MSF split 13:23 - EweMove
Gareth Samples, CEO 13:54 - Market update 18:00 - How are The Property Franchise Group positioned? 20:19 - Executive team 23:08 - Strategic Growth initiatives 28:00 - Outlook
30:00 - Q&A
About The Property Franchise Group PLC:
The Property Franchise Group PLC (AIM: TPFG) is the largest property franchisor in the UK and manages the second largest estate agency network and portfolio of lettings properties in the UK.
The Company was founded in 1986 and has since grown to a diverse portfolio of nine brands operating throughout the UK, comprising longstanding high-street focused brands and a hybrid, no sale no fee agency.
The Property Franchise Group's brands are Martin & Co, EweMove, Hunters, CJ Hole, Ellis & Co, Parkers, Whitegates, Mullucks & Country Properties.
Headquartered in Bournemouth, UK, the Company was listed on AIM on the London Stock Exchange in 2013. More information is available at www.propertyfranchise.co.uk
CT Automotive Executive Chairman, Simon Phillips, CEO, Scott McKenzie, COO, Stuart Lorraine and CFO, David Wilkinson present the half year results for the period ended 30 June 2022, which shows revenues ahead in H1 and production recovery gaining momentum. Simon Phillips, Exexutive Chairman 00:17 - Introduction 00:54 - H1 22 highlights 02:15 - Growth Progress
Scott McKenzie, CEO 05:00 - Increasing visibility 06:00 - UK plant closure 06:53 - China update
Stuart Lorraine, COO 08:44 - Improvement initiatives
David Wilkinson, CFO 13:06 - Income Statement 14:49 - Balance Sheet
Scott McKenzie, CEO 15:54 - Outlook
Simon Phillips, Exexutive Chairman 17:25 - Summary
About CT Automotive
CT Automotive is engaged in the design, development and manufacture of bespoke automotive interior finishes (for example dashboard panels and fascia finishes) and kinematic assemblies (for example air registers, arm rests, deployable cup holders and storage systems), as well as their associated tooling, for the world's leading automotive original equipment suppliers ("OEMs") and global Tier One manufacturers.
The Group is headquartered in the UK with a low-cost manufacturing footprint. Key production facilities are located in Shenzhen and Ganzhou, China complemented by additional manufacturing facilities in Turkey and the Czech Republic.
CT Automotive's operating model enables it to pursue a price leadership strategy, supplying high quality parts to customers at a lower overall landed cost than competitors. This has helped the Group build a high-quality roster of OEM end customers, both directly and via Tier One suppliers including Faurecia and Marelli. End customers include volume manufacturers, such as Nissan, and luxury car brands such as Bentley and Lamborghini. In addition, the Group supplies electric car manufacturers, including Lucid.
The Group currently supplies component part types to over 47 different models for 19 OEMs. Since its formation, the Group has been the only significant new entrant into the market, which is characterised by high barriers to entry.
Eagle Eye's CEO, Tim Mason and CFO, Lucy Sharman-Munday present the full year results for the period ended 30 June 2022. An exceptional year of growth, creating value for some of the largest retailers in the world. "The prospects for Eagle Eye are increasingly positive and we have entered FY23 in a very strong position with considerable momentum across the business. We have a substantial addressable market, high profile customers in multiple geographies, a proven offering and a high-quality business model driving growth in revenue and profits and generating cash. These factors, coupled with our strong new business pipeline, and growing international opportunity, underpin the Board's confidence in the long-term success of Eagle Eye."
Tim Mason, Chief Executive Officer 00:18 Introduction 01:35 The team 03:30 Our customer promise 04:30 What EYE provides 06:32 The opportunity and competitive strength
Lucy Sharman-Munday, Chief Financial Officer 07:55 Financial review 16:45 Committed to ESG
Tim Mason, Chief Executive Officer 19:18 Strategic update 23:30 Growing US & expansion into new geographies 27:39 Customer-focused innovation 30:56 Summary and outlook
Eagle Eye is a leading SaaS technology company transforming marketing by creating digital connections that enable personalised performance marketing in real time through coupons, loyalty, apps, subscriptions and gift services.
Eagle Eye AIR enables the secure issuance and redemption of digital offers and rewards at scale, across multiple channels, enabling a single customer view. We create a network between merchants, brands and audiences to enable customer acquisition, interaction and retention at lower cost whilst driving marketing innovation.
The Company's current customer base comprises leading names in UK Grocery, Retail, Leisure and Food & Beverage sectors, including Asda, Sainsbury's, Tesco, Waitrose and John Lewis & Partners, Virgin Red, JD Sports, Pret A Manger, Greggs, Mitchells & Butlers, PizzaExpress; in North America, Loblaws, Shoppers Drug Mart, Southeastern Grocers and Staples US Retail and in Australia & New Zealand, Woolworths Group and The Warehouse Group.
Jack Cooney, CEO, John Yuncza, President and Vincenzo LiCausi, CFO, present Somero's Interim Results for the six months ended June 30, 2022. A Record H1 revenue driven by continued strength in the US market. Jack Cooney, CEO 00:16 - Introduction 00:28 - H1 2022 Highlights
John Yuncza, President 01:39 - Financial highlights 02:51 - Sales by territory & product
Enzo Licausi, CFO 06:50 - Operating results 08:00 - Financial position 08:47 - Cashflows
John Yuncza, President 09:45 - 2022 Outlook 12:29 - Long term growth strategy 13:38 - New products 15:36 - International growth
15:52 - Q&A
Somero Enterprises provides industry-leading concrete-levelling equipment, training, education, and support to customers in over 90 countries. The Company's cutting-edge technology allows its customers to install high-quality horizontal concrete floors faster, flatter and with fewer people. Somero equipment that incorporates laser-technology and wide-placement methods is used to place and screed the concrete slab in all building types and has been specified for use in a wide range of commercial construction projects for numerous global blue-chip companies.
Somero pioneered the Laser Screed® market in 1986 and has maintained its market-leading position by continuing to focus on bringing new products to market and developing patent-protected proprietary designs. In addition to its products, Somero offers customers unparalleled global service, technical support, training, and education, reflecting the Company's emphasis on helping its customers achieve their business and profitability goals, a key differentiator to its peers.
For more information, visit www.somero.com
Made Tech Group plc is a leading provider of digital, data and technology services to the UK public sector. Rory MacDonald, CEO and Debbie Lovegrove, CFO, present final results for the year to 31 May 2022, which show significant growth in revenue and profit and significant opportunities ahead. Rory MacDonald, CEO 00:16 - Introduction & Agenda 00:52 - FY22 Highlights 03:46 - Offerings and Capabilities 06:06 - Clients 07:54 - Market Opportunity 10:24 - People
Debbie Lovegrove, CFO 14:40 - Financial Highlights 16:32 - Revenue and EBITDA 18:24 - Long-term Visibility 18:57 - P&L Summary 19:37 - Balance Sheet 20:20 - Cashflow 20:55 - Forward Guidance
Rory MacDonald, CEO
23:02 - Strategic overview 23:30 - Growth 26:29 - Operations 27:08 - People 27:33 - Outlook
28:42 - Q&A
Made Tech is a high-growth provider of digital, data and technology services to the UK public sector. Founded in 2008 and with a headcount of over 470 people across multiple UK locations, Made Tech provides services that enable central government, healthcare and local government organisations to digitally transform.
Full-year profit performance expected to be ahead of consensus. Timo Lehne, CEO & Andrew Beach, CFO outline the Q3 trading update to analysts. 00:00 - Opener
Timo Lehne, CEO 00:17 - Introduction 00:30 - Highlights and Overview
Andrew Beach, CFO 01:56 - Financial Highlights 02:14 - Per sector growth 05:04 - Headcount and Productivity 05:59 - Balance Sheet
Timo Lehne, CEO 06:14 - Outlook
SThree plc brings skilled people together to build the future. We are the only global pure-play specialist staffing business focused on roles in Science, Technology, Engineering and Mathematics (‘STEM’), providing permanent and flexible contract talent to a diverse base of over 8,000 clients across 14 countries. Our Group’s c.2,900 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the Premium Segment of the London Stock Exchange’s Main Market, trading with ticker code STEM.
Litigation Capital Management overview of the full year period ending 30 June 2022, given by Patrick Maloney, CEO. 00:23 Hightlights of the year 03:53 Financial highlights 05:18 Business model 07:14 Building scale 08:48 Outlook
Litigation Capital Management (LCM) is a global provider of disputes finance. LCM provides capital and risk management services into the disputes market including insolvency, commercial disputes, arbitral disputes, class actions and corporate portfolios.
LCM has an unparalleled track record, driven by effective project selection, active project management and robust risk management.
Current headquartered in Sydney, with offices in London, Singapore, Brisbane and Melbourne, LCM listed on AIM in December 2018, trading under the ticker LIT.
www.lcmfinance.com
Quixant, a leading provider of innovative, highly engineered technology products principally for the global gaming and broadcast industries, presents its unaudited interim results for the six months ended 30 June 2022 to analysts. The first half has yielded triple-digit profit growth, which supports the recent full year upgrade. Jon Jayal, CEO commented: "I am delighted to report on continued excellent trading momentum across all business units, reflecting the widespread demand for our products, the depth and resilience of our customer relationships and our success in navigating the challenging supply environment. The strength of trading in the first half, combined with ongoing healthy order intake gave us confidence to upgrade our full year expectations for 2022 in July. These trading results support the decision to commit capital to the strategic stock purchase programme in January 2021, which we believe continues to give us a competitive advantage, despite resulting in a cash outflow during the first half. A strong start to the second half combined with our strength of order coverage gives us a high degree of confidence in meeting the upgraded full year market expectations and we continue to see compelling opportunities for long-term growth in the business through disciplined execution of our strategy."
Jon Jayal, CEO 00:16 - Introduction and Overview 02:06 - The Gaming market 03:27 - Densitron 04:32 - H1 22 Highlights
Johan Olivier, CFO 06:40 - Financial Highlights 07:49 - Revenue Growth 08:42 - Growth across divisions 09:50 - Gross margin 11:02 - Profit growth 12:20 - Working capital investment
Jon Jayal, CEO 13:28 - Recovery of the gaming market 15:45 - Quixants offering 16:55 - Densitron's progress and growth 19:56 - Group growth strategy 21:15 - Growth strategy
22:28 - Q&A
About Quixant
Quixant, founded in 2005, designs and manufactures highly optimised computing solutions and monitors principally for the global gaming and broadcast industries. The Company is headquartered in Cambridge in the UK, with offices throughout Europe, North America and Asia. Quixant has its own manufacturing and engineering operation based in Taiwan and software engineering and customer support teams based in Italy and Slovenia. All the specialised products software and manufacturing are produced in-house and Quixant owns all its own IP, some of which is protected by patents and design rights.
In November 2015 Quixant acquired Densitron Technologies plc. Densitron has a strong heritage in the sale of electronic display solutions to global industrial markets. Through Densitron's experienced sales team, Quixant has a robust platform to build its business into wider industrial markets. In-depth information on the Company's products, markets, activities and history can be found on the corporate website at www.quixant.com.
The Pebble Group, a leading provider of digital commerce, products and related services to the global promotional products industry, presents results for the six months ended 30 June 2022. Having achieved strong year on year growth in HY 22, the Board is confident that for the year ending 31 December 2022 ("FY 22") the Group is expected to deliver another record year of results and will be at least in line with recently upgraded market expectations. Chris Lee, CEO 00:17 - Introduction 00:43 - The Promotional products market 02:58 - An overview of the Pebble Group 03:48 - Half Year 22 highlights
Claire Thomson, CFO 04:41 - HY 22 Highlights and KPI's 05:12 - Key financial dynamics 05:36 - Income statement 06:34 - Cash flow 06:58 - Balance Sheet 07:25 - Segmental Analysis for Facilisgroup
Chris Lee, CEO 08:04 - Recurring Revenues 08:46 - Partner Activity 09:32 - Facilisgroup business model 12:49 - Ecommerce 13:41 - Milestones and Aspirations 14:56 - Growth
Claire Thomson, CFO 15:55 - Segmental Analyis for Brand Addition 16:44 - Revenue Diversity 17:04 - Growth of Brand addition
Chris Lee, CEO 18:11 - ESG 19:39 - Group Outlook
21:15 - Q&A
The Pebble Group is a provider of digital commerce, products and related services to the global promotional products industry, comprising two differentiated businesses, Facilisgroup and Brand Addition, focused on specific areas of the promotional products market. For further information, please visit www.thepebblegroup.com .
Accrol Group CEO, Gareth Jenkins, and CFO, Richard Newman present full-year results followed by a Q&A session, for the period ended 30 April 2022. They show a resilient performance, delivered under extremely challenging macro conditions, marginally ahead of expectations. Going forward they are accelerating growth in private label volumes, which is fuelling confidence. 00:18 Introduction to Accrol video
Gareth Jenkins, CEO 02:25 The Accrol business 03:40 FY22 performance summary 04:43 Market and review
Richard Newman, CFO 06:08 FY22 financial results 06:25 Revenue overview 07:15 Cost and price increase 08:24 Cash flow and net debt
Gareth Jenkins, CEO 10:00 Product development 11:36 Channel development 12:14 The markets 13:12 Operational highlights 15:32 Sustainability highlights 17:06 Strategic review 17:56 FY23 outlook 19:20 Q&A
Accrol Group Holdings plc is a leading tissue converter and supplier of toilet tissues, kitchen rolls, facial tissues, and wet wipes to many of the UK's leading discounters and grocery retailers across the UK. The Group now operates from six manufacturing sites, including four in Lancashire, which now supplies 19% (volume) of the UK tissue market valued at £2.1bn at retail sales value.
www.accrol.co.uk
Windward (LON: WNWD), a leader in maritime predictive intelligence, presents its financial results for the six months ended 30 June 2022. In summary, Ami Daniel said: " We are delighted with the significant strategic progress we have made in our first six months as a public company. We presented an ambitious growth strategy to the market in December 2021, at the time of our IPO and are executing according to this plan. We have launched key products which have considerably expanded our addressable market, strengthened our infrastructure and our ability to scale, increased our product differentiation and enhanced our sales and marketing velocity and quality. The supply chain crisis and the war in Ukraine have cemented the need for a greater level of insight in the maritime space, and we have responded proactively to this need through the launch of several new solutions, including the ground-breaking launch of our Ocean Freight Visibility solution. The outlook for Windward remains positive. Early H2 trading has continued the momentum seen in H1. We continue to focus on driving ACV growth & market share. Whilst we are not immune to broader market cost increases in areas such as travel and accommodation, we continue to carefully control operating costs. ״ 00:00 - Opener
Ami Daniel, CEO 00:17 - Introduction 00:22 - Overview of Windward 01:42 - What makes Windward unique? 02:08 - Windwards Opportunities 02:55 - Software demo 04:43 - H1 2022 Overview 07:25 - ACV and customer growth
Ofer Segev, CFO 07:45 - KPI's and Growth Metrics 09:03 - Diversification 09:18 - P&L 10:15 - Cash flow statement 13:29 - Balance sheet
Irit Singer, Chief Marketing Officer 14:06 - Strategy and Opportunity 14:32 - Industry drivers 16:00 - Growth Strategy 17:18 - Delivering the roadmap 18:42 - Customer Case Studies 23:46 - Windward API insights lab
Ami Daniel, CEO 25:25 - Current Trading and Outlook
Windward Ltd is an Israel-based company that operates in predictive maritime analytics. The Company’s Predictive Intelligence combines artificial intelligence and big data to empower the global maritime industry with a 360 ° risk management solution and to enable customers and partners to understand the marine ecosystem and its broader impact on safety, finance and business.
Headlam Group CEO, Chris Payne presents interim results for the six months ended 30 June 2022 and an update on current trading. Commenting on the results, Chris Payne summarised saying: "The financial performance in the Period was pleasing given the economic environment and inflationary impact on consumer spending. Underlying profitability improved year on year, and revenue was only marginally below the prior year period despite a weak residential sector. Commissioned specialist research indicated that the Company improved its market share in the Period, and new customers have also been secured within the multiple retailers / larger customers space. All of this provides a high degree of confidence that the Company's strategy of driving additional revenue opportunities from a more efficient and modernised operating base and improving the service offering to all customers is the right one . Headlam should be set fair for when the current headwinds ease, and the Company is focused on long term success." 00:17 - Introduction & Agenda 01:01 - About Headlam 01:40 - Financial Highlights 03:10 - Distribution of Sales 04:08 - Income statement 04:37 - Revenue Movement 05:50 - Operating Profit 06:67 - Cash Flow 07:55 - Balance Sheet 08:50 - Net Debt 09:32 - Strategy 10:43 - Trade Counters 12:15 - Multiple retailers and large customers 13:43 - Digital and E-Commerce 14:56 - Products and brands 16:19 - ESG update and Board 18:55 - Current Trading, Outlook and Summary 19:48 - Q&A
Operating for 30 years, Headlam is the leading floorcoverings distributor, providing the channel between suppliers and trade customers of floorcoverings.
Headlam works with suppliers across the globe manufacturing a diverse range of floorcovering products, and provides them with a cost efficient and effective route to market for their products into the highly fragmented trade customer base.
To maximise customer reach, Headlam operates 66 businesses across the UK and Continental Europe (France and The Netherlands). Each business operates under its own trade brand and utilises individual sales teams to capture regional and national sales while being supported by the group's network and centralised teams and processes.
The Company's extensive customer base covers both the residential and commercial sectors, with principal customer groups being independent retailers and smaller flooring contractors alongside other customer segments such as larger (multiple) retailers, housebuilders, specifiers, and larger contractors (including local government / authorities).
Headlam provides customers with a market leading service through: · the broadest product offering; · unrivalled product knowledge; · tailored service propositions and solutions; · sales team and marketing support; · ecommerce support and digital applications; · nationwide delivery; and · trade counter and collection service.
Tribal Group CEO, Mark Picket and CFO, Diane McIntyre present half year results for the six months ended 30th June 2022. Mark Pickett, CEO,
00:16 - Introduction 00:41 - Tribal at a glance 02:12 - Highlights: Building a Global software company 05:37 - New wins
Diane McIntyre, CFO,
07:26 - Financial Summary 08:51 - Breakdown by segment 09:44 - SIS performance 13:02 - Cashflow 14:20 - Investment in product development
Mark Pickett, CEO,
14:58 - Market and drivers for long term growth 18:07 - Geographic reach 20:11 - Product Investment Strategy 23:35 - Leadership and ESG update 26:23 - Outlook
Tribal Group plc is a United Kingdom-based holding company. The Company is engaged in providing education related systems, solutions, and consultancy services. The Company provides cloud based, student information software and services to customer. The Company operates through two segments: Student Information Systems (SIS) and Education Services (ES). The SIS segment represents the delivery of software and subsequent maintenance and support services and the activities through which it deploys and configure its software for its customers, including software solutions, asset management and information managed services. The ES segment represents inspection and review services, which support the assessment of educational delivery, and a portfolio of performance improvement tools and services, including analytics. Its SIS manage the complete student lifecycle from attracting talent, on-boarding new recruits, day-to-day support, exams, and assessments, to graduation and alumni communities.
NWF's Chief Executive, Richard Whiting and Group Finance Director, Chris Belsham present full year results for the year ended 31 May 2022. "A record set of results, significantly ahead of market expectations at the start of the financial year, demonstrating the capability of the business to optimise performance and the resilient nature of our markets." Richard Whiting, Chief Executive Introduction - 00:16 Highlights Video - 01:05 Key Highlights - 03:20 Results Summary - 04:44 Operating Highlights - 06:25
Chris Belsham, Group Finance Director Financial Review - 12:08 Income statement summary - 12:17 Balance Sheet Summary - 14:23 Pension Summary - 15:21 Cash Flow Summary - 16:05 Net Debt Summary - 16:25
Richard Whiting, Chief Executive Development Strategy - 17:20 UK Fuel Market - 19:00
Chris Belsham, Group Finance Director Acquisition process - 21:30
Richard Whiting, Chief Executive ESG Framework - 23:30 Summary and Outlook - 25:10
NWF Group plc is a United Kingdom-based company that is engaged in the sale and distribution of fuel oils, the warehousing and distribution of ambient groceries, and the manufacture and sale of animal feeds. The Company operates through three segments: Fuels, Food and Feeds. Its Fuels segment is engaged in the sale and distribution of domestic heating, industrial and road fuels. Its Food segment is engaged in the warehousing and distribution of client's ambient grocery and other products to supermarkets and other retail distribution centers. Its Feeds segment is engaged in the manufacture and sale of animal feeds and other agricultural products. The Company operates through its subsidiaries, which include NWF Agriculture Holdings Limited, NWF Distribution Holdings Limited, NWF Fuels Holdings Limited, NWF Agriculture Limited, New Breed (UK) Limited and Boughey Distribution Limited
WH Ireland CEO, Phillip Wale and Head of Wealth Management, Michael Bishop, present an overview of 2022 full-year results for the year ended 31 March 22. Phillip Wale, CEO 00:20 Introduction 00:59 Financial highlights
Michael Bishop, Head of Wealth Management 01:26 Wealth Management highlights
Phillip Wale, CEO 03:15 Capital Markets highlights 04:20 Current trading & outlook
WH Ireland Group plc is a United Kingdom-based company, which provides independent financial planning advice and discretionary investment management. The Company provides various services, including compliance, human resource, finance and marketing. The Company has two principal operating subsidiaries, WH Ireland Limited and Harpsden Wealth Management Limited. WH Ireland Limited operates through two business divisions: Wealth Management (WM), which provides wealth management solutions and independent financial advisory services to retail clients; and the Capital Markets Division (CMD), which provides public and private growth capital, day-to-day and strategic corporate advice, broking, trading and equity research to funds, high net worth individuals and family offices. Harpsden Wealth Management Limited (Harpsden) provides wealth management services to retail clients.
SThree management, Timo Lehne, CEO & Andrew Beach, CFO present interim results for the half year ended 31 May 2022. Timo Lehne, Chief Executive, commented: “Our Group has generated another excellent period of growth, surpassing the milestone of £200 million of net fees in a half year, driven by a strong performance across all our regions and STEM disciplines. Our focus on flexible talent, providing our clients with both independent and employed contractors, continues to deliver, with Contract representing an increasing proportion of our net fee income. The macro challenges that we face globally - the need for digital transformation, climate change, supply chain disruption - drive an ever-increasing need for people with STEM skills. Our clients know that they can come to us for the provision of highly skilled experts, drawing on our global network and expertise. Similarly, candidates know that by coming to SThree their skills will be fully appreciated and they will have access to a huge pool of employment opportunities with dynamic organisations across the world, accelerating their professional growth. In order to build on the strength of our strategic positioning we are also constantly improving all aspects of our business operations, with further investment in our people, talent acquisition and digital infrastructure moving forward as planned. This investment is designed to underpin our long-term success, with most of the current year cost due to fall in the second half as previously signalled. Whilst we are mindful of the wider macro-economic uncertainties, the demand for STEM talent, and flexible STEM talent in particular, is structural. Our position as the number one destination for talent in the best STEM markets and our strong contractor order book underpins our continued confidence.” Timo Lehne, CEO 00:22 Introduction 00:40 STEM’s position and unique model
Andrew Beach, CFO 06:15 Financial overview HY19 to HY 22 07:48 Year on year performance 10:04 ECM fees (Employed Contractor Model) 11:12 Regional and sector split 12:37 Productivity 13:20 Operating profit year on year 13:45 Cashflow 14:46 Dividend 15:03 Growth in contractor order book
Timo Lehne, CEO 16:05 Strategic progress and outlook 18:27 ESG 20:36 Ambitions for 2024 23:25 Summary
SThree plc is a United Kingdom-based 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 recruitment brands include Computer Futures, Progressive Recruitment, Huxley and Real Staffing. The Company’s other brands include Global Enterprise Partners, JP Gray, Madison Black, Newington International and Orgtel. The Company's markets include Germany, the Netherlands, the United States, the United Kingdom and Japan. The Company delivers contract, permanent, projects, retained and executive search recruitment solutions.
TPX management, Neal Gandhi, CEO & Oliver Rigby, CFO present full-year results for the period ended 31 March 2022. Neal Gandhi, CEO 00:22 Agenda 00:49 FY22 Summary 02:18 Digital transformation 03:58 Clients and expertise 04:48 Holistic transformation offering 05:33 Examples of work: Welsh Ambulance Service; UNICEF; Rural Payments Agency
Oliver Rigby, CFO 07:23 Financial results 15:40 ESG results & ESG activity
Neal Gandhi, CEO 18:08 2023 & 2025 Commercial vision 19:48 2023 & 2025 Impact vision 20:33 The move to one brand 27:54 Current trading and outlook
Neal Gandhi, CEO & Oliver Rigby, CFO 29:58 Q&A
TPXimpact Holdings PLC is a United Kingdom-based technology-enabled services company. The Company provides full end-to-end digital transformation. The Company provides services, such as data and artificial intelligence (AI), technology and engineering, digital experience, organizational design and change, enterprise applications, and managed services. The Company's organizational design and change offer design, consultancy, major program delivery, policy design and implementation, local government reorganization, operating model, structures, behaviors and ways of working, and community and political engagement. Its technology and engineering services include technology advisory, strategy and architecture, cloud, software engineering, product management, end-to-end digital service delivery, intelligent automation and microservices. Its data and AI provide open data, geospatial data, data discovery and strategy, data governance, data architecture, and engineering, and data platforms
Creightons management Bernard Johnson, Group Managing Director, Eamon Murphy, Group Finance & Commercial Director, and Pippa Clark, Global Marketing Director/ Deputy MD present the full year results for the period ended 31 March 2022. Bernard Johnson, Group Managing Director 00:17 - Introduction 01:36 - Key stats from second half 03:44 - Key highlights
Eamon Murphy, Group Finance and Commercial Director 06:06 - Financial highlights 09:27 - Revenue 10:28 - Operating profit 13:16 - Operating profit margin 13:31 - EBITDA 13:48 - Diluted EPS 14:50 - ROCE 17:10 - Cash and cash equivalents 19:13 - Working capital 20:49 - Acquisitions 21:27 - First half vs Second half
Pippa Clark, Global Marketing Director/ Deputy MD 22:16 - Market trading indicators 26:20 - Division performance 32:17 - Brands leading the way 34:43 - Brand revenue category 35:19 - Brand penetration 36:03 - Building brands 45:51 - Award winning brands
Emma Hardie acquisition 46:56 - Rationale and opportunity 50:16 - Building brands 56:26 - Award winning
57:14 - Brands D2C 59:43 - Brand performance 01:00:35 - Private label and contract manufacturing 01:02:51 - The way ahead
Bernard Johnson, MD 01:03:29 - Outlook
01:06:01 - Q&A
Creightons Plc is a United Kingdom-based company that is engaged in the development, marketing and manufacture of toiletries and fragrances, which includes the development of brands. The Company's operations are organized into three business streams: branded business, private label business, and contract manufacturing business. Its own branded business, which develops, markets, sells and distributes products the Company has developed and owns the rights to or brands it has licensed. The brands in the branded business include Feather and Down, Balance Active and The Curl Company. The private label business focuses on private label products for high street retailers and supermarket chains, with most of the stock manufactured to forecast. The contract manufacturing business develops and manufactures products on behalf of third-party brand owners and manufactured to order. The Company offers a range of toiletries, skincare, hair care, fragrances, and home fragrances.
Begbies Traynor management Ric Traynor, Executive Chairman and Nick Taylor, Group Finance Director, present results for the year ended 30 April 2022. Commenting on the results, Ric Traynor, said: "We have reported a further successful year for the group, with financial performance comfortably ahead of original market expectations due to acquisitions and improved trading . The results reflect the material increase in our scale and service offerings and a continuation of the strong financial track record we have built over recent years, resulting from our organic and acquisitive growth strategy. " We have started our new financial year in a strong position and are confident of delivering our plans for further growth. At this early stage of the year, we anticipate results towards the top end of current market expectations. The development of the group in recent years, and the extensive areas of expertise that we have built up across our national office network, leaves us well positioned to respond to the challenging economic backdrop. " Our healthy balance sheet and cash generation underpin our capacity to make further acquisitions and deliver organic growth initiatives, thereby continuing our track record of growth. We will provide an update on trading at the annual general meeting in September 2022." Ric Traynor, CEO 00:17 – Introduction
Nick Taylor, Group Finance Director 00:50 – Financial highlights 02:18 – Business recovery 04:15 – Property advisory and transactional services 06:02 – Strong financial with significant liquidity 07:03 – Material increase in scale and service offerings from acquisitions 08:23 – Financial outlook
Ric Traynor, CEO 09:25 – Insolvency market 11:36 – Business recovery 12:59 – Financial advisory 14:56 – Property services 16:56 – Strategy 18:34 – Acquisitions 19:24 – Strong financial track record 19:55 – Summary
20:39 – Q&A
Begbies Traynor Group plc is a United Kingdom-based business recovery, financial advisory and property services consultancy company. The Company provides a range of services, including corporate and personal insolvency, financial advisory, corporate finance and valuations. The corporate and personal insolvency services include handling corporate appointments in the United Kingdom and serving the mid-market and smaller companies. Its financial advisory services include debt advisory, due diligence and transactional support, accelerated corporate finance, pensions advisory, business and financial restructuring, forensic accounting and investigations, and finance broking. Its corporate finance services include buy and sell-side support on corporate transactions. Its valuation services include the valuation of property, businesses, machinery, and business assets. The Company’s services also include property consultancy, planning and management, and transactional services.
Sosandar management, Julie Lavington and Ali Hall, Joint CEOs and Steve Dilks, CFO, present the full year results for the period ended 31 March 2022. Julie Lavington, Co-CEO and Co-Founder Ali Hall, Co-CEO and Co-Founder 00:16 – Introduction 01:10 – Overview 02:20 – Purpose and Winning formula 02:35 – Growth Drivers
Steve Dilks, CFO 10:27 – Financials and KPI’s
Julie Lavington, Co-CEO and Co-Founder Ali Hall. Co-CEO and Co-Founder 23:02 – Market Backdrop and Strategy for Scale
34:10 – Q&A
Sosandar plc is a United Kingdom-based company that is engaged in providing an online shop for women. The principal activity of the Company is engaged in the clothing manufacturer and distributer through Internet and mail order. The Company’s clothing categories include dresses, tops, knitwear, jeans and jeggings, trousers and leggings, jackets and coats, blazers and trouser suits, leathers and faux leather, shorts, skirts, swim and beachwear, nightwear, leisurewear, activewear and loungewear. Its footwear categories include heels, flats, wedges, sandals and flip flops, trainers, mid heels, boots and slippers. The Company’s accessories categories include bags, belts, jewelry, sunglasses, hats and scarves, face coverings, shapewear and hosiery, and homeware. The Company sells predominantly own-label product designed in-house. The Company’s wholly owned subsidiary is Thread 35
TPXimpact management, Neal Gandhi, CEO & Oliver Rigby, CFO, give an overview of the full-year results for the period ended 31 March 2022. Neal Gandhi, CEO 00:18 An overview of the year 01:10 Growth strategy
Oliver Rigby, CFO 02:22 Financial highlights 03:33 ESG activity
Neal Gandhi, CEO 04:34 The change to TPXimpact 05:56 Outlook
TPXimpact Holdings PLC is a United Kingdom-based technology-enabled services company. The Company provides full end-to-end digital transformation. The Company provides services, such as data and artificial intelligence (AI), technology and engineering, digital experience, organizational design and change, enterprise applications, and managed services. The Company's organizational design and change offer design, consultancy, major program delivery, policy design and implementation, local government reorganization, operating model, structures, behaviors and ways of working, and community and political engagement. Its technology and engineering services include technology advisory, strategy and architecture, cloud, software engineering, product management, end-to-end digital service delivery, intelligent automation and microservices. Its data and AI provide open data, geospatial data, data discovery and strategy, data governance, data architecture, and engineering, and data platforms.
DSW management, James Dow, CEO & Nichole Burstow, CFO present maiden full-year results for the period ended 31 March 2022. James Dow, CEO 00:17 – Introduction 02:00 – Overview of DSW 05:48 – Investment case
Nichole Burstow, CFO 07:38 – Current service lines 09:37 – License model 14:30 – FY22 Highlights 17:09 – Income statement 19:51 – Balance sheet 20:30 – Cash flow 21:47 – Network KPIs
James Dow, CEO 23:38 – Post IPO activity 24:52 – Our ESG Journey 26:30 – Opportunities for growth 28:11 – DSW Differentiators 30:30 – Acquisition opportunity 32:15 – Summary and outlook
35:03 – Q&A
DSW Capital plc is a United Kingdom-based independent financial advisory company. The Company is advising on areas ranging from corporate finance and due diligence to tax and business recovery. Its teams in Manchester, Leeds, London and Aberdeen are made up of professionals. It operates licensing arrangements with licensee businesses and fee earners (FEs), across offices in England and Scotland. These trade primarily under the Dow Schofield Watts brand. Its services offered includes Corporate Finance Advice, Financial Due Diligence, Equity Finance, Wealth Advisory, Specialist Tax Services, Forensic and Valuation Services, Investment and Funding, Business Planning and Tech Sector. It provides advisory services and funding to growth companies across the technology and media sectors. It covers a range of sub-sectors including information technology (IT) services, software development and platforms, media agencies, digital gaming, hardware and telecoms.
Listed private capital gives all investors access to high-performing private equity and credit investments — funds of ready-made diversified portfolios of interesting and well managed private companies in exciting growth sectors such as technology enablement and health and wellbeing and at the forefront in ESG investing. As the fund shares are listed, investors have liquidity in what would otherwise be a medium to long-term investment. In this, the second of a two-part series we explore the listed private capital opportunity with leading managers who will explain and discuss the investment case and the opportunities presented by their individual investment strategies. Deborah Botwood Smith, CEO, LPeC. 00:17 - Introduction 00:41 - What is Listed Private Capital?
Steven Tredget, Partner, Oakley Capital 04:40 - Introduction to Oakley Capital 07:43 - Unique deal sourcing network 10:10 - Sectors supported by megatrends 12:12 - Value creation strategies 13:36 - Financial KPIs 15:08 - NAV Growth 17:31 - Balance by sector 18:30 - Protection against macro factors 20:48 - Valuation 22:58 - Share price drivers
Pieter Staelens, Managing Director, CVC Credit Partners 24:32 - Introduction to CVC 27:01 - What we invest in 29:45 - European leveraged loans & HY Default and recovery rates 33:37 - Default rate forecast 34:19 - Portfolio overview 37:16 - Performance update
Linda Tierala, Director communications and investor relations, CapMan 39:01 - Introduction to CapMan 41:05 - Business model 42:39 - Diverse portfolio 44:58 - ESG And targets for 2022 48:27 - Driving ESG 50:18 - Current trading 52:15 - Investor base 52:42 - Strategy 54:25 - Fee profit at record level 55:00 - Sustainability targets 55:43 - Long term objectives
57:13 - Q&A
LPeC: https://www.listedprivatecapital.com/ Oakley Capital: https://oakleycapitalinvestments.com/ CVC Credit partners: https://www.cvc.com/ CapMan: https://www.capman.com/
Zoo Digital's management, Stuart Green, CEO and Phillip Blundell, CFO present the results for the year ended 31 March 2022. Stuart summarises here: "These results reflect an outstanding year of operational delivery and growth across the whole business. ZOO is taking market share in a growing market, benefitting from our cloud-based platforms, extensive freelancer network and embedded client relationships. With our global scale and end-to-end offering, we are one of the few vendors capable of meeting the requirements of major media companies to take their content to international audiences. "The streaming market continues to evolve as media companies invest billions of dollars in content to capture and entertain international audiences. We are scaling ZOO's operations to match continuing growing demand. During the year, we introduced new services such as mastering and expanded our presence in some of the fastest-growing regions for our customers, particularly across Asia. These are strategic investments that strengthen our operations in some of the most exciting territories for content expansion and will support our ambitious growth plans. "We are excited about the scale of the opportunity ahead and confident of delivering further profitable growth." Stuart Green, CEO 00:00 - Introduction 01:01 - Overview of the period
Phillip Blundell, CFO 04:29 - KPIs 06:14 - Financial highlights
Stuart Green, CEO 08:10 - Operational highlights 11:58 - Scaling up operations
Phillip Blundell, CFO 13:51 - Consolidated statement of comprehensive income 16:44 - Segmental analysis 18:14 - Consolidated statement of financial position
Stuart Green, CEO 20:36 - Market update 32:24 - Zoo's strategy
Phillip Blundell, CFO 33:59 - Business model 26:25 - Medium term target
Stuart Green, CEO 37:31 - Zoo's ambition 37:54 - Outlook 39:13 - Investment summary
40:31 - Q&A
ZOO Digital Group plc is a United Kingdom-based company that provides cloud-based localization and digital media services to the global entertainment industry. The Company's principal activities include provision of a range of services to allow television and movie content to be localized in any language and prepared for sale with all online retailers and to continue with ongoing research and development of productivity software in those areas. The Company operates through three segments: Localisation, including subtitling and dubbing along with all associated services; Digital packaging, and Software solutions, including research, development, consultancy and software sales. The Company provides media services through its platforms that include ZOOsubs, ZOOdubs and ZOOstudio. The Company's services include dubbing, subtitling and captioning, metadata creation and localization, artwork localization, and media processing.
Listed private capital gives all investors access to high-performing private equity and credit investments — funds of ready-made diversified portfolios of interesting and well managed private companies in exciting growth sectors such as technology enablement and health and wellbeing and at the forefront in ESG investing. As the fund shares are listed, investors have liquidity in what would otherwise be a medium to long-term investment. In this, the first of a two-part series we explore the listed private capital opportunity with leading managers who will explain and discuss the investment case and the opportunities presented by their individual investment strategies. Deborah Botwood Smith, CEO, LPeC. 00:16 - Introduction 01:08 - What is Listed Private Capital?
Paul Daggett, Managing Director, Neuberger Berman 05:19 - Introduction 06:56 - NBPE's Co-investment Approach 08:09 - Investing in Private Companies to Generate Long-term Growth 10:04 - Portfolio and Diversification 12:06 - Key Investment Themes 13:36 - Financial Highlights 15:05 - Dividend Policy 16:23 - Conclusion
Hamish Mair, Managing Director, Columbia Threadneedle Investments 18:08 - Introduction & Overview 22:03 - Financial Highlights and Performance 25:11 - Co-investment summaries 28:59 - Realisations in 2022 to date 29:49 - Portfolio and Diversification 33:14 - Conclusion and Outlook
Kristof Vande Cappelle, CFO, Gimv 35:22 - Introduction and overview 37:44 - Portfolio and Diversification 43:14 - Financial Highlights and Performance 51:42 - ESG
54:00 - Q&A
LPeC: https://www.listedprivatecapital.com/ Neuberger Berman: https://www.nb.com/en/global/home Columbia Threadneedle Investments: https://www.columbiathreadneedle.co.uk/en/intm/ Gimv: https://www.gimv.com/en
ActiveOps management, Richard Jeffrey, CEO and Patrick Deller, CFO present the full year 2022 results for the period ended 31 March 2022. Richard Jeffrey, CFO & Founder 00:17 - Introduction 00:33 - Introduction to ActiveOps 02:21 - Overview of the year 03:07 - Progress with strategic goals
Patrick Deller, CFO 05:06 - Financial review 05:17 - Strength of Saas model 06:32 - P&L 08:45 - EBITDA Bridge 10:27 - Balance sheet
Richard Jeffrey, CFO & Founder 11:13 - Strategy update 13:52 - The market 15:48 - Europe and APAC opportunity 16:51 - North America opportunity 18:51 - Further innovation
Patrick Deller, CFO 20:27 - ESG
Richard Jeffrey, CFO & Founder 22:50 - Q1 Trading and outlook
ActiveOps plc, formerly ActiveOps Limited, is a United Kingdom-based management process automation (MPA) software company. The Company provides a software as a service (SaaS) platform to enterprises with global back-offices. Its software and embedded back-office operations management methodology enables enterprises to adopt a data-driven approach to organizing work and managing capacity. The Company's enterprise platform comprises Workware+, its MPA software platform, and AOM, its operations methodology and framework for effective back-office management. Its cloud-based ControliQ employee performance management solution enables managers to simplify running operations. The Company's solution, WorkiQ, captures workforce analytics from desktop activity for employee engagement. The Company's OpsIndex Score & Benchmarking tool involves measuring the performance of the operational business on an enterprise level, department by department and against community level.
Various Eateries management, Andy Bassadone, Executive Chairman, Oliver Williams, CFO and Yishay Malkov, CEO present interim results for the 26-week period ending 3 April 2022. A positive performance in line with expectations for the full year. Andy Bassadone, Executive Chairman 00:17 – Introduction 00:27 – Executive summary
Oliver Williams, CFO 06:13 – Financial overview 08:08 – Cash bridge
Yishay Malkov, CEO 08:59 – Opportunities and challenges 14:40 – Expansion model 15:52 – New sites
Andy Bassadone, Executive Chairman 17:03 – Current trading 19:54 – Summary and outlook
Various Eateries PLC is a United Kingdom-based holding company. The Company owns, develops and operates restaurant and hotel sites in the United Kingdom. It operates approximately 13 locations with two core brands, which include Coppa Club and Tavolino. Coppa Club is a multi-use, all-day concept that combines a restaurant, terrace, cafe, lounge, bar and workspaces. Tavolino is a restaurant for Italian foods. It has approximately nine Coppa Clubhouses across the South of England, including two Clubhouses with rooms-Coppa at The Swan and Coppa at The Great House, both located in Berkshire. The Company has one Tavolino location in London. The Company’s wholly owned subsidiaries include Various Eateries Holdings Limited, Rare Bird Hotels at Sonning Limited and Rare Bird Hotels at Streatley Limited.
Design Group management team, Executive Chairman, Stewart Gilliland, CFO, Paul Bal and Interim COO, Lance Burn, present full-year 2022 results for the period ended 31 March 2022. Stewart Gilliland, Executive Chairman 00:17 - Introduction 01:09 - FY22 Developments
Paul Bal, CFO 03:44 - Financial summary 05:45 - P&L 07:46 - Adjusted operating profit evolution 09:22 - Cost headwinds 12:46 - Cash flow 14:15 - New financing arrangements
Lance Burn, Interim COO 15:31 - DG Americas update 17:30 - Re-programming our Americas business 22:16 - DG International update 24:46 - Sustainability
Stewart Gilliland, Executive Chairman 28:49 - Our strengths 30:42 - Strategic priorities 31:20 - Summary and outlook
38:01 - Q&A
IG Design Group plc is a United Kingdom-based company that is engaged in the design manufacture and distribution of celebration, craft & creative play, stationery, gifting and not-for-resale consumable products. The Company is a producer of Celebrations products, including greetings cards, gift wrap, Christmas crackers, gift bags and partyware. The Company design, manufacture and sources a range of stationery products for consumers of all ages, for use in education, commercial and home settings. Its not-for-resale consumables product combines Polaris business with Paper Twist Handle Bags. The Company’s segments include DG Americas and DG International. The DG Americas segment includes overseas operations in Asia, Australia, the United Kingdom (UK), India and Mexico, and the United States companies. The DG International segment comprises the consolidation of the separately owned UK, European and Australian businesses.
Appreciate’s CEO, Ian O’Doherty, CFO, Tim Clancy and COO, Julian Coghlan, present the full-year 2022 results for the year ended 31 March 2022. Ian O'Doherty, CEO 00:17 - Introduction 00:58 - Bounce back from Covid 01:59 - Platform of growth
Tim Clancy, CFO 03:31 - Financial highlights 04:03 - Statuary P&L 05:40 - Underlying performance 06:34 - Historic EBITDA 07:38 - Billings and revenue 08:18 - Segmental performance 08:46 - Billings by format 09:13 - Park Christmas Savers 09:55 - Corporate 10:53 - Redemption levels 11:29 - Balance sheet 11:55 - Cash flow 12:51 - Financial summary
Ian O'Doherty, CEO 13:31 - The growth strategy
Julian Coghlan, COO 14:16 - Growth via market leading channels 16:27 - Appreciate Business services highlights 17:49 - Multiple growth initiatives 20:37 - Christmas savings: Business highlights 21:49 - Multiple growth initiatives 24:44 - Love2shop key customers 25:05 - Key enabler for growth
Ian O'Doherty, CEO 27:22 - MBL Acquisition 30:10 - ESG update 31:28 - Summary
Appreciate Group plc is a United Kingdom-based gifting and engagement company. The Company has a portfolio of brands, designed for the consumer and business customers. Its consumer-facing brands meet a range of saving and gifting needs, while its business products help its corporate customers reward and recognize their employees and clients. The Company’s brands include Love2shop, highstreetvouchers.com, Park Christmas Savings and Appreciate Business Services. Its products include Love2shop Gift Card, Love2shop Gift Voucher, Love2shop Holidays, Single store vouchers and gift cards, Corporate gift cards and VIP experiences and group travel. Love2shop Gift Card is a flexible, pre-paid gift card that enables its customers to spend in their high street stores and a selected range of online retailers. The Love2shop Gift Voucher is a multi-retailer voucher, which can be used to buy products from approximately 200 brands and over 25,000 retail outlets.
Eneraqua Technologies CEO, Mitesh Dhanak and CFO, Iain Richardson present the full year results for the period ended 31 January 2022. Commenting on the results, Eneraqua Technologies CEO, Mitesh Dhanak, said: "This has been a year of considerable achievement for Eneraqua. We were delighted to successfully list on AIM and we have been able to work towards the ambitions that were set out at IPO. We have continued to grow in both energy and water, with the recentcontract wins in the UK and India. This, alongside the strategically important acquisitions that we completed, shows the quality of the services that we are now able to provide our clients. "I am incredibly proud of everything the team has achieved to date, building a market-leading offering with fantastic customer relationships. Whilst we are proud of what we have achieved, we are very much still at the start of our journey. The increasing Net Zero regulation and initiatives being introduced across the globe provide us with confidence that we can deliver long-term value for our shareholders." Mitesh Dhanak, CEO 00:17 – Introduction 00:48 – Summary 01:09 – The story so far 02:07 – Overview 02:43 – Cenergist energy 07:56 – Cenergist water 10:41 – Technology IP 11:19 – The market 12:51 – Growth drivers 13:46 – ESG 13:56 – Growth in the addressable market
Iain Richardson, CFO 15:29 – Financial highlights
Mitesh Dhanak, CEO 16:29 – Growth
Iain Richardson, CFO 18:22 – Income statement 19:42 – Balance sheet 20:28 – Cash bridge 20:56 – Cash flow 21:25 – Commercial risks and mitigation
Mitesh Dhanak, CEO 22:48 – Business update
Iain Richardson, CFO 27:47 – Group revenue 28:49 – Growth strategy
Mitesh Dhanak, CEO 30:17 – Outlook
30:49 – Q&A
Eneraqua Technologies plc is a United Kingdom-based company. The Company helps to provide delivery and advice on decarbonization and water efficiency projects for clients. It supports clients to replace gas, oil or electric heating systems. The Company offers a range of communal/district heating solutions utilizing, gas, air source heat pumps (ASHPs), ground-source heat pumps (GSHPs) or hybrid systems. The Company operates in Spain, Netherlands and India.
Oxford Metrics (OMG) interim results overview for the half year ending 31 March 2022. 00:12 - Overview 00:52 - Sale of Yotta 02:15 - Strategy 03:30 - Financials 04:10 - Outlook
Oxford Metrics develops software that enables the interface between the real world and its virtual twin. Our smart sensing software helps over 10,000 customers in more than 70 countries, including all of the world's top 10 games companies and all of the top 20 universities worldwide. Founded in 1984, we started our journey in healthcare, expanded into entertainment, winning an OSCAR® and an Emmy®, then moved into defence and engineering. We have a track record of creating value by incubating, growing and then augmenting through acquisition, unique technology businesses.
The Group trades through its market-leading division: Vicon. Vicon is a world leader in motion measurement analysis to thousands of customers worldwide, including Guy's Hospital, Industrial Light & Magic, MIT and NASA.
The Group is headquartered in Oxford with offices in California, Colorado, and Auckland. Since 2001, Oxford Metrics (LSE: OMG), has been a quoted company listed on AIM, a market operated by the London Stock Exchange. For more information about Oxford Metrics, visit www.oxfordmetrics.com
Mitesh Dhanak, CEO and Iain Richardson, CFO present an overview of full year 2022 results. Mitesh Dhanak, CEO 00:17 – Introduction 00:37 – Overview
Iain Richardson, CFO 01:04 – Financial highlights
Mitesh Dhanak, CEO 02:14 – Performance since IPO 03:35 – Outlook
Eneraqua Technologies plc is a United Kingdom-based company. The Company helps to provide delivery and advice on decarbonization and water efficiency projects for clients. It supports clients to replace gas, oil or electric heating systems. The Company offers a range of communal/district heating solutions utilizing, gas, air source heat pumps (ASHPs), ground-source heat pumps (GSHPs) or hybrid systems. The Company operates in Spain, Netherlands and India.
Idox CEO, David Meaden and CFO, Anoop Kang, present interim results for the period ended 30 April 2022. In summary, David Meaden, CEO says, "We continue to make good progress advancing our strategy to focus on software. Our software solutions deliver value to our customers through managing their complex operational, legislative, and regulatory issues, whilst enabling us to maintain long term relationships with them.
Operationally, the business continues to perform strongly within our 'Four Pillars' framework. I am particularly pleased with the progress from the investment we have made in the business; in our people development, notably our culture of engagement and leadership, organisational design incorporating our offshore capabilities, improved management information and automation programmes. All of this has helped deliver an improved quality of revenue, with strong margins and underlying cash generation.
Further investments in our M&A team, led by Rob Grubb our former CFO, has created greater focus and opportunity for further expansion through acquisitions.
The outlook for the business is promising as we continue to improve our operational capabilities and build momentum in our chosen markets. We are now firmly focussed on our 'fly phase' which we believe will drive value for our key stakeholders."
David Meaden, CEO 00:17 – Introduction 01:11 – Agenda 01:29 – Overview 02:16 – HY22 Highlights
Anoop Kang, CFO 04:32 – Financial highlights 06:36 – Public Sector Software 09:25 – Engineering Information Management 10:39 – Income statement 11:28 – Balance sheet 12:59 – Cash flow 14:09 – Future guidance
David Meaden, CEO 15:30 – Strategy and operations 20:40 – Buy and build 22:34 – Growth plans 24:10 – ESG 26:25 – Outlook
27:12 – Q&A
Idox PLC is a United Kingdom-based company, which supplies specialist information management software and solutions to the public and asset intensive sectors. The Company operates primarily in the United Kingdom, the United States of America, Europe and Australia. It offers computer aided facilities management, transport network management and electoral services. The Company provides applications to the United Kingdom local government for core functions relating to land, people and property, including planning systems and election management software. Its segments include Public Sector Software (PSS) and Engineering Information Management (EIM). PSS segment delivers specialist information management solutions and services to the public sector. The EIM segment delivers engineering document management and control solutions to asset intensive industry sectors, such as oil and gas, architecture and construction, mining, utilities, pharmaceuticals and transportation.
Oxford Instruments Chief Executive, Ian Barkshire, and CFO, Gavin Hill present the Full Year 2022 results for the period ended 31 March 2022. Ian Barkshire, Chief Executive Introduction - 00:18 Highlights - 00:45 Horizon Strategy & Progress - 03:20 Group performance - End Markets - 05:30
Gavin Hill, CFO Financial review - 07:08
Ian Barkshire, Chief Executive End market overview - 19:12 Sustainability update - 26:29 Summary and outlook - 28:34
Oxford Instruments plc is a United Kingdom-based provider of high technology products and services to the various industrial companies and scientific research communities. The Company’s businesses include Andor, Asylum Research, Imaris, Magnetic Resonance, Nano Analysis, NanoScience, Plasma Technology, WITec and X-Ray Technology. The Company’s products include Atomic Force Microscopy; Electron Microscopy, Deposition & Etch Tools, Low Temperature Systems, Optical Imaging, Nuclear Magnetic Resonance, Modular Optical Spectroscopy, Raman Microscopy and X-Ray. The Company’s applications include Advanced Manufacturing; Agriculture & Food; Astronomy; Automotive & Aerospace; Bio Imaging & Life Science; Chemical & Catalysis; Energy Generation & Storage; Forensics & Environment; Geology, Petrology & Mining; Metals, Alloys, Composites & Ceramics; Pharma; Photonics; Polymers; Quantum Technologies; and Semiconductors, Microelectronics and Data Storage.
MindGym CEO, Octavius Black and CFO, Dominic Neary present the full year 2022 results for the period ended 31 March 2022. In Summary, Octavius Black, said:
"MindGym made progress during a turbulent year delivering a robust performance in line with the Board's expectations, surpassing pre-Covid revenue.
Our digital strategy has seen the successful launch of our latest product, Performa, our 1:1 digitally enabled coaching service. Performa has distinct competitive advantages in this new, fast-growing market including our proprietary Precision Coaching methodology and our ability to integrate with MindGym's library of existing content to deliver integrated solutions to challenges like leadership and inclusion. The more than £0.5m in annualised revenue generated in the first 12 weeks is a promising indication of what's to come.
MindGym's future digital transformation will increasingly be powered by data and this has been enhanced by the acquisition of 10X Psychology's IP, which will enable us to deliver highly personalised, mass customisation and equip clients to target their investment on what works best.
We have had a good start to the new financial year and, notwithstanding economic uncertainty, have confidence that organisations will increasingly turn to MindGym and our unique portfolio of proven solutions to address their talent and culture challenges."
00:17 – Introduction
Octavius Black, CEO 01:25 – Agenda 01:53 – The opportunity
Dominic Neary, CFO 07:45 – Financial highlights 09:17 – Revenue growth 10:43 – Company growth 12:34 – Cash flow
Octavius Black, CEO 14:36 – The MindGym model 16:36 – Market leading IP 18:37 – Performa 22:43 – Digital roadmap 25:56 – Current Trading & Outlook
26:43 – Q&A
Mind Gym plc is a United Kingdom-based behavioral science company, which delivers business improvement solutions to companies across the world. The principal activity of the Company is to apply behavioral science to transform the performance of companies and the lives of the people who work in them. Its segments include EMEA, which includes the United Kingdom and Singapore and America, which includes the United States and Canada. It applies behavioral science primarily through research, strategic advice, management and employee development, employee communication and related services. It provides integrated culture and behavior change solutions to blue chip organizations using a scalable methodology. Its solutions include performance management, leadership development, diversity, equity and inclusion, onboarding and personal effectiveness, among others. The Company operates in three global markets, such as business transformation, human capital management and learning and development.
RAI's CEO, Soraya Narfeldt, COO, Lars Narfeldt, and CFO, Andrew Bolter give a FY21 results presentation for the period ended 31st December 2021, followed by Q&A. HIGHLIGHTS
· Revenue of USD 54.6m (2020: USD 64.4m) and underlying EBITDA of USD 6.7m (2020: USD 14.2m), in-line with the guidance provided in our pre-close trading statement.
· Statutory loss before tax of USD 32.2m including USD 31.5m in non-underlying charges relating to our Mozambique project of which USD 5.9m relates to cash costs and USD 23.4m is a provision to impair the carrying value of assets. We are pursuing opportunities to dispose of USD 7.2m of project related assets located in storage and remain confident that development works will restart in Mozambique, although timing is difficult to predict
· Resilience of IFM services continues to be a feature, with revenue for the year of USD 31.2m (2020: USD 31.3m); IFM represents 56% of contract order book value
· 2021 year-end order book of USD 100m, with USD 40m of new contracts, contract uplifts and extensions awarded during the year and adjusted for the removal of the USD 60m Mozambique contract
· Government and humanitarian clients represented 95% of 2021 revenue (2020: 92%), with government an increasing proportion of the mix (47% of 2021 revenue). These are stable, high-value clients that support our strategy to diversify geographically through customer-led growth
· In 2021 we established a US subsidiary, RA Federal Services, to target further growth with relevant US federal government departments, which we see as a significant growth opportunity
· Maturity of the USD 10m MTN debt programme has recently been extended to 2024 and additional working capital facilities are available as required to support implementing material new project awards
· Reflecting the Board's cautious view on the operating environment in the near-term, the Board is not recommending a dividend for the FY21 financial year
Commenting on the 2021 results and outlook, Soraya, said:
"We responded with agility and resilience to the major external challenges we faced in 2021 and delivered on significant projects for our clients, building our reputation as a trusted partner. Looking ahead, it remains difficult to forecast with real authority how the current year will play out but we are continuing to stabilise the business post the pandemic and its effects, and see the scope for a return to accelerated contract awards as and when a more normalised operating environment returns. In the meantime, we take great confidence in the strength of our offering, which is differentiated by our technical capability, proven ability to innovate and continue to perform under extraordinarily challenging circumstances, and by our attractive pricing, particularly where we self-perform.
As we execute on our plans, our main priorities for this year are to grow the pipeline, particularly with US federal Government departments, build balance sheet liquidity, and drive value from recent investment in our business, systems and processes. We thank shareholders for their patience over what has been a challenging period and we look forward to realising the value from supporting our customers as they emerge from the residual challenges of the last two years."
Soraya Narfeldt, CEO 00:17 – Introduction 00:23 – Agenda 00:33 – Results overview 01:42 – Looking ahead
Andrew Bolter, CFO 02:43 – Financial headlines 03:14 – Income statement 04:23 – Cash flow and balance sheet 05:17 – Update on Mozambique 06:53 - Liquidity position
Lars Narfeldt, COO 07:25 – Overview by service channel 08:45 – FY21 Order book 09:46 – Pipeline 10:32 – Sector overview 11:56 – Strategic focus
Soraya Narfeldt, CEO 12:54 – RA Federal Services 16:39 – Value creation roadmap 17:38 – Summary and outlook
18:29 – Q&A
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.
CT Automotive's Founder & Chairman, Simon Phillips, CEO, Scott McKenzie and CFO, David Wilkinson, present the full year 2021 result for the period ended 31st December 2021. CT Automotive are a leading designer, developer and supplier of interior components to the global automotive industry, They have delivered positive trading into 2022 and are well positioned as global vehicle production recovers. 2021 was a landmark year for CT Automotive who successfully completed their AIM IPO and achieved a positive trading performance. They have made good progress in 2022 to date, with further new business wins and the new manufacturing plant in Mexico is on track to commence operations in early H2. While the global automotive supply chains continue to be disrupted, demand remains strong, and they are seeing customer schedules and visibility improving. The Board remains confident of meeting its expectations for the full year. Looking ahead, they are well placed to build on their strong track record of growth, client relationships and manufacturing excellence as global semiconductor shortages ease and vehicle production volumes recover. Simon Phillips, Founder & Chairman 00:18 – Introduction 00:49 – Agenda 01:11 – Introduction CT 03:32 – Growth Strategy
Scott McKenzie, CEO 05:49 – Business review
David Wilkinson, CFO 08:29 – Financial review
Simon Phillips, Founder & Chairman 10:53 – Progress against our growth plans 03:05 – Selected 2022 launches for CT 13:32 – Supply chain and production 15:09 – Market forecasts for 2023 16:07 – Summary
17:40 – Q&A
CT Automotive Group plc is a United Kingdom-based company that designs, develops and supplies interior components for the global automotive industry. Its interior components supplied are customized to each customer’s requirements and include both kinematic units and static parts. It also has sales and distribution capabilities across Europe, in the United States of America (USA) and in Japan. Its operating model combines Western design and engineering expertise with manufacturing capabilities to provide an integrated design through to production service. Its divisions include Tooling, Production and Head office. The Tooling division designs, development and sale of tooling for the automotive industry. The Production division is engaged in manufacturing and distribution of serial production kinematic interior parts for the automotive industry. Its engineering, design and development services offer packages whereby product development is managed from concept and design of parts.
ETP IPO'd November 2021. They are energy and water efficiency specialists. Through their own IP they support clients replace gas, oil or electric heating systems. They offer a range of communal/district heating solutions utilizing, gas, air-source heat pumps, ground-source heat pumps or hybrid systems. They have achieved a 3 year CAGR of 38% and cash conversion of 80%. Have a very healthy order backlog. Here, Mitesh Dhanak, CEO and Iain Richardson, CFO outline the business, why they have listed and their strategy going forward, followed by investors questions. Mitesh Dhanak, CEO 00:17 – Introduction 01:11 – Overview of Eneraqua 02:25 – Technology IP 03:07 – Case studies
Ian Richardson, CFO 05:45 – Competition in the market 07:05 – ESG
Mitesh Dhanak, CEO 07:38 – Cenergist energy division 18:45 – Cenergist water division
Ian Richardson, CFO 20:09 – Growth plan 22:09 – Financial model & track record
Mitesh Dhanak, CEO 22:57 – Why Eneraqua?
24:09 – Q&A
Eneraqua Technologies plc is a United Kingdom-based company. The Company helps to provide delivery and advice on decarbonization and water efficiency projects for clients. It supports clients to replace gas, oil or electric heating systems. The Company offers a range of communal/district heating solutions utilizing, gas, air source heat pumps (ASHPs), ground-source heat pumps (GSHPs) or hybrid systems. The Company operates in Spain, Netherlands and India.
SRT CEO, Simon Tucker introduces us to the company, the market and where the growth is coming from. According to finnCap forecasts (5 April 22) SRT is looking to increase revenue 5x by FY23 when they will move into a healthy profit. Simon Tucker, CEO 00:17 – Introduction 01:45 – Growth phase 03:35 – The market 05:22 – Market leading products and technologies 06:00 – Where do revenues come from?
Transceivers division 07:42 – Market 10:03 – Future growth
Systems division 11:02 – Market 13:44 – The SRT-MDA System 15:04 – MDA System functionality 16:32 – Full integration 18:23 – Proven delivery systems 21:05 – Growing opportunity 24:28 – Growing visibility 26:15 – Contract Dynamics 30:10 – Summary 31:13 – The board
32:24 – Q&A
SRT Marine Systems plc is primarily engaged in the marine technology business. The Company is focused on the development and supply of Automatic Identification System (AIS) based maritime domain awareness (MDA) technologies, derivative product and system solutions for use in a range of maritime applications from safety and security to fishery management and environment protection. Its applications include coastal and territorial water surveillance and security, fisheries monitoring, management and illegal unregulated and unrecorded (IUU) detection, search and rescue, waterway management and aquatic environment monitoring, as well as individual leisure and commercial boat owners. The Company has manufactured approximately 350,000 AIS products. Its geographical areas include Europe, Middle East, North America, United Kingdom and South East Asia.
Allia C&C through their RCB platform, connect responsible investors with impact borrowers. Here, three presenters, Allia C&C, an issuer, Golden Lane Housing and an Investment Manager, Castlefield, each give their perspective on the opportunity retail charity bonds offer. From an investor’s perspective, the RCB programme provides the opportunity to access income-generative assets, typically yielding between 3% and 5%, with the knowledge that the investment is going to organisations that provide a clear social benefit. RCB goes beyond traditional ESG investing offering opportunities to purchase bonds that create real social impact. The funds raised through RCB issues are helping to provide care for the elderly, supported housing for people with a learning disability, affordable homes, places of beauty – and more Mark Glowrey, Allia C&C 03:37 – How it works 05:17 – The board 05:40 – Sustainable bond framework 06:32 – Timeline 07:30 – History 08:04 – Issuers 12:36 – Recent price and yield 13:47 – Investor Base 14:27 – Investors 14:48 – Distribution
Marilyne Davis, FD, Golden Lane housing 15:40 – Unique investor proposition 17:29 – RCB Investment to date 18:11 – Overview of properties & Case study 21:57 – Social impact highlights
Mark Elliot, Investment Manager, Castlefield Investments 23:00 – Who we are 24:25 – Our history 26:23 – The investments 27:07 – How we do it
30:18 – Q&A
RCB is a pioneering platform, created by Allia, to connect responsible investors with impact borrowers. Operating since 2014, the RCB programme has issued over £300 million of LSE-listed bonds, enabling charities and other social-impact enterprises to access non-bank borrowings. Users of the programme include housing associations, care homes, the Charities Aid Foundation and the Alnwick Garden Trust.
Cerillion CEO, Louis Hall and CFO, Andrew Dickson, present interim results for the six months ended 31 March 2022. Cerillion plc, is a billing, charging and customer relationship management software solutions provider. Louis Hall, CEO of Cerillion plc, commented: "Our interim results set new records for revenue, adjusted PBT and net cash across any six-month period, and demonstrate the strong momentum in the business. "We have made good operational progress in the period as well. The new team we have established in Bulgaria is part of our push to accelerate recruitment and diversify our talent base to meet growing demand. "We see excellent opportunities for continuing growth and the new customer sales pipeline has grown significantly. Given the Company's progress, and its strong financial and operational position, we continue to view prospects very positively." Louis Hall, CEO 00:17 – Introduction 02:48 – Cerillion at a glance 03:06 – Product suite 06:41 – Products and delivery 08:56 – Cerillion’s market 09:52 – Customer base 11:00 – Market drivers 13:49 – Markets and channels 15:01 – Competitive landscape 17:45 – Key highlights 20:44 – KPI’s in the period 21:31 – Sales pipeline overview
Andrew Dickson, CFO 24:04 – Financial highlights 26:42 – Cash generation 28:21 – Income statement
Louis Hall, CEO 31:21 – Summary & Outlook
33:09 – Q&A
Cerillion plc is a United Kingdom-based company engaged in providing billing, charging and customer relationship management software solutions across a range of industries, including the telecommunications, finance, utilities and transportation sectors. The Company is a supplier and developer of telecommunication software solutions and equipment. The Company’s business segments include Services, Software, Software-as-a-Service and Third Party. The Services segment provides services to customers on new implementation projects and enhancements. The Software segment supports and provides maintenance for the software, as well as the licenses to use the software. The Software-as-a-Service segment offers monthly subscriptions for a managed service and products on a pay as you go service. The Third Party segment offers third-party services or licenses and includes re-billable expenses and pass through of selling on hardware.
Vertu Motor's CEO, Robert Forrester & CFO, Karen Anderson present the full year results for the period ended 28 February 2022. Robert Forrester, CEO 00:17 – Introduction 00:38 – 2022 At a glance
Karen Anderson, CFO 03:25 – Financial KPIs 04:19 – Profit bridge 06:31 – Capital allocation 07:45 – Balance sheet
Robert Forrester, CEO 08:31 – Strategic update 10:40 – Group strategy 17:27 – Market trends 22:10 – Vehicle sales 23:50 – Digitalisation progress 28:56 – Current trading 32:09 – Outlook
34:26 – Q&A
Vertu Motors plc is an automotive retailer in the United Kingdom. The Company operates franchised motor dealerships offering sale, servicing, parts and bodyshop facilities for new and used car and commercial vehicles. The Company operates many of its dealerships as Bristol Street Motors. It also operates a range of franchise dealerships, such as Volkswagen, Land Rover, Audi, Mercedes-Benz and Jaguar. The Company offers products, such as new and used cars, vans, trucks, motorcycles, fleet vehicles, and parts and accessories. Its brands include Bristol Street Motors, Macklin Motors, Vertu Motors, Car Credit Assured, What Car? Leasing, Vertu Lease Cars, Vansdirect, The Taxi Centre and Ace Parts. The Company operates approximately 150 franchised and 4 non-franchised operations across England and Scotland.
Treatt CEO Daemmon Reeve and CFO Richard Hope present interim results for the 6 months ended 31st March 2022. Daemmon Reeve, CEO 00:17 – Overview of the period 02:09 – Financial highlights 02:51 – Growth across category mix
Richard Hope, CFO 05:04 – Financial review 05:24 – Record H1 revenue 06:07 – Historic H1/H2 profit split 07:00 – Dividends 07:26 – Income statement 08:22 – Cash flow 09:06 – Guidance
Daemmon Reeve, CEO 10:19 – Strategy and investing for future 11:57 – Market resilience 12:33 – ESG 13:03 – Outlook
14:44 – Q&A
Treatt PLC is a United Kingdom-based company that is engaged in the manufacturing and supplying of ingredient solutions for the beverage, flavor, fragrance and consumer product industries. The Company has manufacturing facilities in the United States, United Kingdom and China. The Company’s geographical segments include United Kingdom, Rest of Europe, The Americas and Rest of the World. The Company has a range of products in various categories, which include citrus, coffee, tea, health and wellness ingredients, as well as fruit and vegetable extracts, herbs, spices and floral ingredients and synthetic aroma ingredients. The Company offers everything from natural products to tailor-made blends and price-stable synthetics. The Company’s subsidiaries include R C Treatt & Co Limited, Treatt USA Inc and Treatt Trading (Shanghai) Company Limited.
Three retail investors pitch their best stock idea to leading fund managers, Andy Brough, Schroders, Judith MacKenzie, Downing and Stephen English, Stellar Asset Management. The investors seek to unearth a hidden gem, which the Fund Managers haven't heard of or have overlooked. These investors did just that, (well, except for Richard Crow, aka Cockney Rebel, who was back to defend his winning title for the third time in the series with a more well known stock). Listen to three compelling pitches that demonstrate the deep understanding each have of their pick with incisive questions from the FMs. Who wins? It's a tough decision for the panel. There was little more than a point between each score for the pitch and the stock. Compelling watching for all investors. 00:18 Introduction 02:20 Richard Crow: Xaar (XAR) 25:47 Neil Cooper: Integrated Diagnostic Holdings (IDHC) 46:50 Simon Cooper: Fonix Mobile (FNX) 1:11:04 The scores 1:20:27 The next Sell it to The City
If you would like to take part in the next Sell It to the City, we ask for University Students, please contact us here.
Attraqt CEO, Mark Adams and CFO, Eric Dodd present full year results for the period ended 31 December 2021. Mark Adams, CEO 00:17 – Introduction 02:29 – What sets Attraqt apart? 04:23 – Key messages 05:54 – Our strategy 06:20 – Partnership development 08:14 – Market overview 09:24 – Software demo
Eric Dodd, CFO 11:28 – Financial KPIs 13:15 – FY21 Financial summary 14:18 – ARR movement
Mark Adams, CEO 15:19 – Current trading 17:59 – Summary
18:57 – Q&A
Attraqt Group plc is a United Kingdom-based company, which is engaged in providing software as a service (SaaS) solution. The principal activity of the Company is the development and provision of eCommerce site search, merchandising and recommendation technology. The Company enables international brands, manufacturers, and retailers to enhance their ecommerce site application programming interface (API)-enabled algorithm-driven, intelligent software as a service (SaaS) services covering personalization, search, navigation, merchandising, recommendations, and internationalization. The Company’s search system is built for ecommerce, across all verticals to keep the conversation ongoing with shoppers: from search suggestions, to user feedback and predictive search. The Company partners with multi-channel brands and specialist retailers across sectors, including fashion, footwear, homeware, health and beauty, grocery, electronics, business to business (B2B), sports and outdoor.
Tracsis' CEO, Chris Barnes and CFO, Andy Kelly present interim results for the period ended 31 January 2022. Chris Barnes, CEO 00:17 – Introduction 00:43 – Changes in the period 01:34 – Progress in growth strategy
Andy Kelly, CFO 03:42 – Financial overview 04:56 – Further growth in rail software revenue 08:03 – Strong revenue and EBITDA growth 08:39 – Divisional performance 09:41 – Cash generation
Chris Barnes, CEO 10:27 - Scaling the business 11:04 – Operational performance software 13:19 – Remote Conditioning Monitoring 15:46 – Rail Hub
Andy Kelly, CFO 16:50 – Smart ticketing 18:19 – Addressable market 18:47 – Data Analytics and GIS 19:19 – Operational progress update 20:27 – RailComm acquisition
Chris Barnes, CEO 22:16 – Outlook
26:10 – Q&A
Tracsis plc is a United Kingdom-based technology company engaged in providing software and hardware products, and consultancy services for the rail industry. The Company is also engaged in the business of providing data capturing, data analytics, and event transport planning and management services across the transport industry. The Company’s segments include Rail Technology and Services and Data, Analytics, Consultancy & Events. The Rail Technology & Services segment includes operational performance software, remote condition monitoring hardware and software, risk management and safety software and smart ticketing and customer experience software. The Data, Analytics, Consultancy & Events segment offers traffic data collection and event planning & traffic management, and data and analytics and consultancy services. The Company offers a range of products and services for the rail industry, such as software, hosting services, remote condition monitoring.
TPFG's CEO, Gareth Samples, and CFO, David Raggett, present full year results for the year ended 31 December 2021. Gareth Samples, CEO 00:22 Introduction to TPFG 01:55 Overview of the period
David Raggett, CFO 03:11 Financial overview for period
Gareth Samples, CEO 14:55 Strategic growth initiatives 16:25 Lettings growth 18:55 Residential sales 19:50 Financial services 23:11 EweMove recruitment 25:17 Acquisitions 25:48 Digital marketing 26:54 Executive team 31:22 Market update 33:00 Outlook
Gareth Samples, CEO & David Raggett, CFO 34:26 Q&A
The Property Franchise Group PLC is a United Kingdom-based company, which is engaged in residential property franchise business. The Company operates through two segments: Property Franchising and Other. The Company’s brands include CJ Hole, Ellis & Co, EweMove, Hunters, Martin & Co, Parkers, and Whitegates. CJ Hole is engaged in residential sales and lettings, as well as property investment. Ellis & Co is engaged in residential sales and lettings through a changing landscape. EweMove is the only hybrid estate and lettings agency brand in the Company’s portfolio. Hunters is an estate agency brand, which has approximately 200 offices nationwide. Martin & Co is a street property franchise brands, which has approximately 150 branches across the United Kingdom. Parkers is engaged in both residential sales and lettings operating along the M4 corridor. Parkers covers Berkshire, Gloucestershire, Hampshire, Oxfordshire and Wiltshire.
Here is the eighth Stockopedia / PIWORLD StockSlam hosted by Damian Cannon. The format, each ‘slammer’ has 3 minutes to ‘slam’ their stock followed by 3 minutes of audience questions. This was recorded live. A great variety of pitches, which shows the diversity of private investor styles. We are really grateful to all the ‘slammers’. This is the last in the series for now.
00:20 Introduction by Damian Cannon with a review of the performance of previous slams 03:02 Damian Cannon: Tinybuild (TBLD) 10:59 Charles Ford: FireAngel Safety Technology (FA.) 17:14 Edmund Shing: Anglo Pacific (APF) 24:26 Lilian Nandi: India Capital Growth Fund (IGC) 31:20 D'Arcy Andrews: Purplebricks (PURP) 38:33 Robert Cordon: Oakley Capital Investments (OCI) 45:17 Paul Scott: Beeks Financial Cloud (BKS) 51:55 Dee O'Hare: Carr's (CARR) 58:28 Shakti Tipathy: Gore Street Energy Storage Fund (GSF) 01:04:28 Damian wrap up.
Tracsis' CEO, Chris Barnes and CFO, Andy Kelly give an overview of the interim results for the period ended 31 January 2022. Chris Barnes, CEO 00:33 – Overview of the period
Andy Kelly, CFO 02:19 – Financial highlights 03:29 – Segmental performance
Chris Barnes, CEO 05:37 – Key developments in the period
Andy Kelly, CFO 08:04 – Rail Comm acquisition
Chris Barnes, CEO 09:06 – Outlook
Tracsis plc is a United Kingdom-based technology company engaged in providing software and hardware products, and consultancy services for the rail industry. The Company is also engaged in the business of providing data capturing, data analytics, and event transport planning and management services across the transport industry. The Company’s segments include Rail Technology and Services and Data, Analytics, Consultancy & Events. The Rail Technology & Services segment includes operational performance software, remote condition monitoring hardware and software, risk management and safety software and smart ticketing and customer experience software. The Data, Analytics, Consultancy & Events segment offers traffic data collection and event planning & traffic management, and data and analytics and consultancy services. The Company offers a range of products and services for the rail industry, such as software, hosting services, remote condition monitoring.
Attraqt CEO, Mark Adams, gives an overview of the full year results for the period ended 31st December 2021. 00:21 Strategic progress 01:23 Market Segments: Whale, Enterprise, Mid-Market 03:59 Growth Strategy 07:03 Demo of the Attraqt app 08:49 Outook
Attraqt Group plc is a United Kingdom-based company, which is engaged in providing software as a service (SaaS) solution. The principal activity of the Company is the development and provision of eCommerce site search, merchandising and recommendation technology. The Company enables international brands, manufacturers, and retailers to enhance their ecommerce site application programming interface (API)-enabled algorithm-driven, intelligent software as a service (SaaS) services covering personalization, search, navigation, merchandising, recommendations, and internationalization. The Company’s search system is built for ecommerce, across all verticals to keep the conversation ongoing with shoppers: from search suggestions, to user feedback and predictive search. The Company partners with multi-channel brands and specialist retailers across sectors, including fashion, footwear, homeware, health and beauty, grocery, electronics, business to business (B2B), sports and outdoor.
Personal Group Holdings Plc (AIM: PGH), the workforce benefits and services provider, presented its preliminary results for the year ended 31 December 2021. Following 15 months of unprecedented COVID-19 related restrictions on the Group's ability to conduct new insurance policy sales, the Group was able to begin rebuilding the insurance policyholder book in the second half of 2021. This, combined with the significant strategic progress that the Group was able to make during the 12 months ended 31 December 2021, underpins the Board's confidence in the Company's growth trajectory and future prospects. Deborah Frost, Chief Executive & Sarah Mace, CFO present the detail.
Deborah Frost, CEO 00:17 – Introduction 01:53 – Operational highlights
Sarah Mace, CFO 05:53 – Financial highlights 08:27 – Segmental analysis 11:28 – Pay & Reward 12:05 – Benefits platform 13:15 – Insurance 15:20 – Other owned benefits
Deborah Frost, CEO 16:30 – The need for our services 19:19 – End to end solution 19:42 – Our customers 20:36 – Our strategy 24:53 – Pay & Reward 25:58 – Benefit platform 27:26 – SME in the future 30:36 – Insurance in the future 32:08 – Investment proposition 33:02 – 3 Key takeaways 34:12 – ESG
36:09 – Q&A
Personal Group Holdings PLC (PGH) is a United Kingdom-based employee benefits and services provider. The Company is principally engaged in transacting short-term accident and health insurance and providing employee services in the United Kingdom (UK). PGH's employee engagement and wellbeing services are delivered through its application, Hapi. The Company's segments include Core Insurance, IT Salary Sacrifice, software as a service (SaaS) and Other. The Core Insurance segment comprises of Personal Assurance Plc, a subsidiary of the Company, which is engaged in underwriting insurance policies. The IT salary sacrifice segment refers to the trade of PG Let's Connect, a salary sacrifice technology. The SaaS segment is engaged in offering Hapi platform. The Other segment consists of Berkeley Morgan Group (BMG) and its subsidiary undertakings, and Personal Management Solutions (PMS). Its clients include Francis Crick Institute, Bristol Airport, Arsenal Football Club and The British Library.
Inspired CEO, Mark Dickinson, CFO, Paul Connor and CCO, David Cockshott present the full year results for the period ended 31 December 2021. Paul Dickinson, CEO and David Cockshott, CCO 00:18 Introduction
Paul Dickinson, CEO 01:08 What Inspired PLC does 02:11 FY21 operational highlights
Paul Connor, CFO 06:05 Financial highlights
Paul Dickinson, CEO 11:48 ESG: Carbon Balance Sheet, Sustainability, Social value
David Cockshott, CCO 16:49 Inspired today 17:43 The opportunity
Paul Dickinson, CEO 22:20 The strategy 30:25 ESG investment 31:49 Outlook
Inspired plc is a leading technology enabled service provider supporting businesses in their drive to net-zero, controlling their energy costs and managing their response to climate change
Windward, CEO and Co-Founder, Ami Daniel and CFO, Ofer Segev, present results for the year ended 31 December 2021. Ami Daniel, CEO 00:17 - Introduction 00:37 - Overview of Windward 01:18 - Highlights of the period 01:53 - Markets 06:58 - Customers 07:34 - Windward DNA 08:22 - Growth Strategy 13:22 - Ocean Freight Visibility product 14:19 - Industry challenges/opportunity
Ofer Segev, CFO 15:25 - ACV & Revenue 16:00 - KPIs 17:25 - Diversification 18:05 - P&L 19:15 - Balance sheet 20:09 - Cash flow statement
Ami Daniel, CEO 20:43 - Outlook
Windward is a leading predictive intelligence company, fusing artificial intelligence and maritime expertise to digitalize the global maritime industry.
Windward’s AI-powered software solution provides real time information and insights on major seafaring vessels at sea, enabling stakeholders within the maritime eco-system to make intelligence-driven decisions to manage risk and achieve business and operational insights. Its customers include a number of leading participants across the maritime industry covering banks, commodity traders, insurers, government agencies, and major energy and shipping companies.
Quixant CEO, Jon Jayal and CFO, Johan Olivier, give an overview of the results for the year ended 31st December 2021. Jon Jayal, CEO 00:23 What Quixant does 01:31 Operational highlights 02:15 Supply chain
Johan Olivier, CFO 03:24 Financial highlights
Jon Jayal, CEO 05:54 Outlook
Quixant plc is a United Kingdom-based company that is engaged in designing and manufacturing of optimized computing solutions and monitors, principally for the global gaming and broadcast industries. The Company has its own manufacturing and engineering operation based in Taiwan and software engineering and customer support teams based in Italy and Slovenia. The Company operates through two segments: Quixant and Densitron. Its Quixant segment is engaged in the designs, develops and engineers gaming computers and software solutions for the wager-based gaming and sports betting industries. Its Densitron segment specializes in the engineering solutions to optimize human machine interaction (HMI), supporting a range of sectors, including broadcast, medical and industrial applications. Its products include thin film transistor (TFT) displays, TFT monitors, organic light-emitting diode (OLED) displays, monochrome displays, UReady, Aurora SBX, IDS, emu3, Tactila and Densi-Shield
FireAngel Executive Chairman, John Conoley summarises the full year results for the period ended 31 December 2021 and gives some insight to what investors can expect going forward. 00:23 Introduction and what FireAngel does 02:21 Overview of the FY21 results 04:50 2021 highlights, including the Techem contract? 09:40 Challenges in the period 11:21 Current trading 12:13 The outlook
FireAngel Safety Technology Group plc is a United Kingdom-based provider of home safety products. The Company is engaged in the business of the design, sale and marketing of smoke, heat and carbon monoxide (CO) alarms and accessories, which the Company sells under the brands of FireAngel, FireAngel Pro and Specification, AngelEye and Pace Sensors. The Company also operates its own CO sensor manufacturing facility in Canada. FireAngel is a battery, which operates a range of smoke and CO alarms principally in United Kingdom Retail and United Kingdom fire and rescue service F&RS. AngelEye brand targets at the do it yourself (DIY) channel in France. The Company’s ranges of smoke, heat and CO alarms, which feature Smart radio frequency (RF) technology, which enables all devices to connect wirelessly, significantly removing the time-consuming requirement for wiring, channelling or trucking.
CVS Group CEO, Richard Fairman, CFO, Robin Alfonso and COO, Ben Jacklin present the interim results for the period ended 31 December 2021. Another strong set of results, with demand for their services continuing to increase. The positive trading momentum in H1 2022 has continued into the first two months of the second half and they are well placed to continue to invest and acquire to deliver further future growth. Richard Fairman, CEO 00:17 – Introduction & Agenda 01:05 – Growth strategy 02:44 – Half Year highlights 04:34 – Business model 05:34 – Market dynamics 06:24 – Opportunity for further acquisitions 09:02 – ESG
Robin Alfonso, CFO 09:26 – Financial summary 11:40 – Revenue growth 13:05 – EBITDA growth 13:47 – Highly cash generative 14:39 – Deploying capital 15:28 – Investing in practices 16:09 – Greenfield opportunity
Ben Jacklin, COO 16:47 – Strategic update
Richard Fairman, CEO 24:39 – Current trading and outlook
CVS Group plc (CVS) is a veterinary services provider. The Company operates in the four business segments, namely Veterinary Practices, Laboratories, Crematoria and Online Retail Business. It offers an integrated model with approximately 500 veterinary practices across its three territories, including eight specialist referral hospitals and 34 out-of-hours sites. Veterinary Practices provide specialist treatment for companion, equine and farm animals. The Company laboratories provide diagnostic services to CVS veterinary practices and third parties. It offers a range of tests with the ability to tailor specific profiles to its customers' needs. Its crematoria provide pet cremation and clinical waste services to CVS practices and third-party practices, and cremations to animal owners. CVS online retail business, Animed Direct, sells prescription and nonprescription medicines, pet foods and a range of pet care products.
Judges Scientific CEO, David Cicurel, Group FD, Brad Ormsby & COO, Mark Lavelle present the full year 2021 results for the period ended 31 December 2021. The Group delivered record revenue, profits, cash generation and dividends in a year which still presented challenges as a consequence of the pandemic. David Cicurel, CEO 00:17 - Introduction 00:32 - Business overview 02:55 - Key messages
Brad Ormsby, FID 05:41 - Financial highlights 09:16 - Performance 10:16 - Capitalisation of R&D 11:55 - Order intake 14:24 -Comparison with 2019 16:00 - Profit bridge 16:43 - Balance sheet and cash flow 18:29 - ROTIC 19:26 - Diversification 19:58 - Financial history 20:50 - Refinancing of the Groups banking facilities
David Cicurel, CEO 21:32 - Growth drivers 22:12 - Acquisitions 25:16 - Further investment
Mark Lavelle, COO 26:05 - Post acquisition initiatives
David Cicurel, CEO 33:09 - Outlook & Investment case
37:43 - Q&A
Judges Scientific plc is a United Kingdom-based company, which is engaged in the acquisition and development of a portfolio of scientific instruments in the sector. The Company is involved in designing, manufacturing and selling scientific instruments. It operates through two segments: Materials Sciences and Vacuum. Its subsidiaries include Fire Testing Technology Limited, which is engaged designing and assembly of fire testing instruments; PE.fiberoptics Limited, which is engaged in designing and assembly of fiber-optic testing instruments; Armfield Limited, which is engaged in designing and supply of research and training equipment; CoolLED Limited, which designs and manufactures of illumination systems for fluorescence microscopy; Dia-Stron Limited, designs and manufactures of systems to test the mechanical properties of fibers; EWB Solutions Limited, designs and manufacturers of edge-welded bellows, and Thermal Hazard Technology Limited, designs and manufactures of calorimeters.
The Pebble Group CEO, Chris Lee and CFO Claire Thomson, present the full year 2021 results for the period ended 31 December 2021, which show a full recovery exceeding pre-pandemic performance levels and the delivery of further strong growth in ARR by Facilisgroup. Chris Lee, CEO 00:17 - Introduction & Agenda 01:09 - Space in the market 02:43 - FY21 Highlights
Claire Thomson, CFO 05:03 - Financial KPIs 05:24 - Key financial dynamics 05:54 - Income statement 06:27 - Cash flow 07:00 - Balance sheet
07:36 - Facilisgroup 13:20 - Brand Addition
Chris Lee, CEO 18:11 - ESG 19:23 - Group outlook
20:51 - Q&A
The Pebble Group plc is a United Kingdom-based provider of technology, services and products to the global promotional products industry. The Company is focused on two differentiated businesses: Brand Addition and Facilisgroup. Brand Addition is a provider of promotional products to global brands. It utilizes its global network and technology infrastructure and systems to source and deliver promotional product solutions. Brand Addition designs and manages the sampling process and sources compliant, ethically manufactured products, predominantly through China, Europe and North America. Facilisgroup provides technology solutions to Small and mid-size enterprise (SME) promotional product distributors in the United States and Canada. Facilisgroup’s @ease software, developed in-house, is provided as an end-to-end software as a service (SaaS) business platform. The @ease SaaS system provides tools for business management and analysis
CVS Group, CEO, Richard Fairman summarises the interim results for the period ended 31 December 2021. 00:19 Introduction 00:30 Purpose, vision & strategy 01:51 H1 2022 highlights 02:37 The integrated model delivering high standards of care 03:30 The growing market 04:11 Current trading and outlook
CVS Group plc (CVS) is a veterinary services provider. The Company operates in the four business segments, namely Veterinary Practices, Laboratories, Crematoria and Online Retail Business. It offers an integrated model with approximately 500 veterinary practices across its three territories, including eight specialist referral hospitals and 34 out-of-hours sites. Veterinary Practices provide specialist treatment for companion, equine and farm animals. The Company laboratories provide diagnostic services to CVS veterinary practices and third parties. It offers a range of tests with the ability to tailor specific profiles to its customers' needs. Its crematoria provide pet cremation and clinical waste services to CVS practices and third-party practices, and cremations to animal owners. CVS online retail business, Animed Direct, sells prescription and nonprescription medicines, pet foods and a range of pet care products.
Tribal are a leading provider of software and services to the international education market. Here, CEO, Mark Pickett and CFO, Diane McIntyre present full year results for the period ended 31 December 2021. Group revenue increased 11% to £81.1m. Adjusted EBITDA increased 9% to £16.6m. Statutory Profit before tax for the year increased to £8.6m. Strong operational cash conversion of 104%. Net cash of £5.9m. The Board are proposing an 8% increase in dividend. Going forward the Group has traded in line with Board expectations since the start of the new financial year and is seeing continued positive sales momentum. While cognisant of inflationary cost pressures, they are confident in delivering results for 2022 in line with current expectations Mark Pickett, CEO 00:17 – Introduction 01:43 – Overview of the year 05:00 – Key deals made this year
Diane McIntyre, CFO 06:38 – Financial Summary 08:51 – Segment performance 09:21 – Growth in product areas 10:38 – SAAS Metrics 12:37 – SIS ARR 12:58 – SIS Revenue 13:50 – SIS overall margins 14:24 – Cashflow 14:51 – Strengthened product development teams
Mark Pickett, CEO 15:29 – Strategy update 17:58 – Market drivers 20:47 – The goal 25:10 – Our people 27:55 – ESG 29:17 – Outlook
Tribal Group plc is a United Kingdom-based company, which is focused on providing software and services for education management. The Company's segments include Student Information (SIS) and Education Services (ES). The Student Information segment is focused on delivering software and maintenance and support services and the activities through which the Company deploys and configures its software for customers. The Education Services segment is focused on offering inspection and review services that support the assessment of educational delivery. The Company also provides performance improvement tools and services, including analytics, software solutions, facilities, and asset management. The Company provides its services in the United Kingdom, Australia, Other Asia Pacific, North America and the Rest of the world.
Diaceutics Founder & CEO, Peter Keeling, and CFO, Nick Roberts, present full year results for the period ended 31 December 2021. Diaceutics who are a diagnostic commercialisation company for precision testing, have transitioned to a recurring revenue model, and progressed further in the period than anticipated at the beginning of the year. These results show revenue increased 10% to £13.9m. Gross profit increased 13.4% to £10.7m. With a gross margin of 77%. Adjusted EBITDA was £2.3m and profit before tax £0.5m. Net cash £19.7m. Going forward they are focused on expanding their service offering, partner network and data repository to serve the diagnostic commercialisation needs both within and outside of oncology. Peter Keeling, Founder & CEO 00:17 – Introduction 01:59 – Overview of Diaceutics 02:54 – Overview of the period 04:37 – A transformative year 07:17 – Strategic roadmap 08:18 – Customer needs 09:38 – DXRX Platform 10:16 – Our products 11:34 – Our data 12:24 – Why Diaceutics wins 13:41 – ESG
Nick Roberts, CFO 14:47 – Financial KPIs 16:53 – Income statement 18:01 – Revenue and margin growth 20:19 – Cash position 22:38 – Transition of business
Peter Keeling, Founder & CEO 23:33 – Why invest in Diaceutics 24:30 – Outlook
Diaceutics PLC is a United Kingdom-based diagnostic commercialization company. The principal activity of the Company is data analytics and implementation services. The Company is engaged in research and development activities in drug development science, testing data and software platform development. The Company's implementation services include test standardization, test quality assessment, laboratory tech support and others. The Company has established a range of products and outsourced advisory services, which help its pharma clients to optimize and deliver their marketing and implementation strategies for companion diagnostics. The Company provides the pharmaceutical companies with an end-to-end solution for the launch of precision medicine diagnostics enabled by DXRX - The Diagnostic Network. DXRX is the diagnostic commercialization platform for precision medicine, integrating multiple pipelines of diagnostic testing data from a global network of laboratories.
EMIS CEO, Andy Thorburn and CFO, Peter Southby present the full year 2021 results for the period ended 31 December 2021. Andy Thorburn, CEO 00:17 – Introduction
Peter Southby, CFO 00:54 – Financial highlights 02:46 – Income statement 04:07 – Segmental analysis 05:40 – Revenue analysis 06:34 – Cash flow 07:50 – Balance sheet 08:36 – Guidance and trends
Andy Thorburn, CEO 10:52 – Operational highlights 13:16 – Investment in new technology 15:31 – ESG 20:47 – Looking forward 24:46 – EMIS-X analytics in use 26:30 – Portfolio enhancements 29:51 – Outlook
EMIS Group plc is a provider of healthcare software, information technology and related services in the United Kingdom. The Company operates through two segments: EMIS Health and EMIS Enterprise. Its EMIS Health segment is a supplier of integrated care technology to the National Health Service (NHS), including primary, community, acute and social care. Its EMIS Enterprise segment is focused on growth in the business-to-business (B2B) technology sector within the healthcare market, including management of medicines, partner businesses, life sciences and patient-facing services. The Company operates through its subsidiaries, which include Egton Medical Information Systems Limited, Ascribe Limited and Rx Systems Limited, trading under the EMIS brand; Patient Platform Limited, carrying on the business of Patient.info and Patient Access, and Pinnacle Systems Management Limited, is a provider of service management solutions to the community pharmacy market.
LCM’s CEO, Patrick Moloney and CFO, Mary Gangemi present the interim results for the period ended 31 December 2021, followed by Q&A. Partrick Moloney, CEO 00:17 – Introduction 00:50 – Highlights 03:32 – Building scale
Mary Gangemi, CFO 06:26 – Financial highlights 08:40 – Balance sheet overview 09:20 – HY22 Cash movements
Partick Moloney, CEO 09:42 – Combined portfolio profile 12:54 – Progress of investment portfolio 16:49 – Current portfolio of direct investments 18:20 – LCM Global Alternative Returns Fund 19:17 – Business fundamentals 23:33 – Three year running performance metrics 24:24 – Track record 25:52 – Outlook
29:31 – Q&A
Litigation Capital Management Limited is an Australia-based litigation finance company. The Company is an alternative asset manager specializing in disputes financing solutions internationally. It operates through two business models: direct investments and funds management. LCM’s investment strategies include single-case, portfolios, and acquisition of insolvency claims. Its single-case investment includes investment in a single dispute globally. Its portfolio includes funding a bundle of single disputes in which LCM’s capital investment is collaterally secured against the proceeds of the entire portfolio of disputes. Its acquisition of insolvency claims includes investment in smaller disputes through the acquisition or assignment of the underlying cause of action. The Company’s product includes Fully Litigation, Litigation for finance companies, Funding for financial international arbitrations, Law firm/Portfolio funding, Disbursement finance, Security for costs, and others.
Eagle Eye's CEO, Tim Mason and CFO, Lucy Sharman-Munday present the interim results for the period ended 31 December 2021. Tim Mason, CEO 00:17 – Introduction 01:06 – Summary of the period 01:46 – Market opportunity 02:45 – Core components of the strategy 03:39 – Eagle Eye: the retail nervous system 05:28 – Our platform
Lucy Sharman-Munday, CFO 06:12 – KPI’s 08:14 – Revenue split 09:03 – IFRS 15 revenue impact 10:24 – Redemption volumes 11:01 – Income statements 13:03 – Net cash bridge
Tim Mason, CEO 13:50 – Strategic focus 14:32 – Win & Transact 15:55 – Progress in North America 16:38 – Partnership with Neptune Retail Solutions 18:07 – ESG 21:08 – Outlook
22:45 – Q&A
Eagle Eye Solutions Group plc is a United Kingdom-based company, which is engaged in enabling businesses to create digital connections enabling personalized real-time marketing, through the provision of its marketing technology software as a service (SaaS) solution. Its Eagle Eye AIR platform enables clients to attract, interact with and retain consumers. It offers promotional campaigns for various brands. Eagle Eye AIR digitally incentivize and reward customer loyalty, whilst targeting promotions to optimize voucher redemption. The Company's digital marketing platform enables the issuance, management and redemption of gifts and rewards in real-time. Its solutions include connecting with customers, developing digital services, rewarding customer loyalty and rewarding staff loyalty. It provides services to various sectors, including food services, retail, grocery, and food and beverages.
Somero Enterprises CEO, Jack Cooney, President, John Yuncza and CFO, Enzo Licausi, presents the FY21 results, for the period ended 31 December, 2021, followed by Q&A. Jack Cooney, CEO 00:17 – Introduction
John Yuncza, President 02:30 – 2021 In review 04:09 – Financial highlights 04:55 – Sales by territory 07:01 – Sales by product
Enzo Licausi, CFO 08:36 – Operating results 10:05 – Financial position 11:16 – Cash flows 12:54 – Dividend
John Yuncza, President 13:52 – Long term growth 15:38 – New products 17:46 – Products and applications 18:39 – International Growth 19:10 – Training and expertise 19:52 – 2022 Outlook
22:16 – Q&A
Somero Enterprises, Inc. is a manufacturer of laser-guided equipment. The Company's equipment is used to place and screed the concrete slab in all commercial building types, including all floors in multi-story buildings. Its products include CopperHead XD 3.0,, Mini Screed C, S-15R, S-22E, S-485, S-940, S-10A, and the S-158 Laser Screed machines, STS-11M Spreader, as well as the 3-D Profiler System software, the Somero Floor Levelness System, and the SP-16 Concrete Hose Line-Pulling and Placing System. The Somero 3-D Profiler System allows automatic paving of contoured sites using a Somero Laser Screed equipment. 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 laser-guided technology is used in construction projects including warehousing, retail, and commercial.
LCM's CEO, Patrick Moloney & CFO, Mary Gangemi give an overview of their results for the period ended 31st December 2021. Patrick Moloney, CEO 00:17 - Introduction 01:08 - Period highlights
Mary Gangemi, CFO 02:54 - Financial performance
Patrick Moloney, CEO 03:59 - Management update 04:44 - Outlook
Litigation Capital Management Limited is an Australia-based litigation finance company. The Company is an alternative asset manager specializing in disputes financing solutions internationally. It operates through two business models: direct investments and funds management. LCM's investment strategies include single-case, portfolios, and acquisition of insolvency claims. Its single-case investment includes investment in a single dispute globally. Its portfolio includes funding a bundle of single disputes in which LCM's capital investment is collaterally secured against the proceeds of the entire portfolio of disputes. Its acquisition of insolvency claims includes investment in smaller disputes through the acquisition or assignment of the underlying cause of action. The Company's product includes Fully Litigation, Litigation for finance companies, Funding for financial international arbitrations, Law firm/Portfolio funding, Disbursement finance, Security for costs, and others.
Headlam's CEO, Chris Payne presents the full year 2021 results for the period ending 31st December 2021. 00:17 - Introduction 00:25 - Agenda 00:53 - About us 02:19 - Financial highlights 05:11 - Financial track record 06:34 - UK Distribution daily sales 07:40 - Strategy and operations 07:48 - Operational highlights 09:48 - Business change strategy 10:46 - Strategy in action 11:32 - Trade counters 13:27 - Multiple retailers 15:19 - Digital and Ecommerce applications 17:08 - Product and brand development 18:12 - Suppliers and buying 19:52 - Financial overview 27:31 - Shareholder returns 29:38 - ESG Strategy 31:52 - Trading update and Outlook
Headlam Group plc is a United Kingdom-based company, which is engaged in the sales, marketing, supply and distribution of floorcovering and other ancillary products in the certain Continental Europe territories. The Company has 63 operating segments in the United Kingdom and three operating segments in Continental Europe (France and the Netherlands). The Company’s customer base covers both the residential and commercial sectors. It is focused on providing customers with services through the product offering, unrivalled product knowledge and tailored solutions, sales team and marketing support, e-commerce support, and nationwide delivery and collection service. The Company has approximately 21 distribution hubs and centers.
Newly appointed CEO, Nicola Thompson and CFO, Adrian Evans summarise the year's results and their strategic vision for the year ahead. 00:18 Introduction
Nicola Thompson, CEO 00:43 Strategic vision
Adrian Evans, CFO 06:18 Financial highlights
Nicola Thompson, CEO 08:49 Operational and strategic achievements & focus for 2022
Adrian Evans, CFO & Nicola Thompson, CEO 11:16 The outlook
Made.com Group Plc is a United Kingdom-based holding company. The Company through its subsidiary, Made.com Limited, is engaged in the online retail of furnishings and homeware. The Company operates under two reportable segments: UK operations and Continental Europe operations. It sells its products across the United Kingdom, Germany, Switzerland, Austria, France, Belgium, Spain and the Netherlands through its e-commerce platform. The Company partners with over 150 established and up-and-coming designers, artists and collaborators. The Company's subsidiaries also include Made.com Design Ltd, Made.com Netherlands B.V, Made.com Trading Limited and Made.com Company Limited.
Here, Larry Zulch discusses the implications of the massive increase in energy prices, together with the Ukraine – Russia conflict to drive the transformation to alternative energy; and what that means for the sector and specifically Invinity. Long duration energy storage (LDES) will be integral to the alternative energy transition. Here Larry explains more about vanadium flow batteries, and other options. LDES will be a £10+ billion market, where Infinity, through the partnership with Siemens Gemesa, target 10% market share by 2030, and providing over 100 GWh during the next 5-8 years. Funding for this will be supported by Governments around the world, in particular, the USA and Germany accelerating their energy transition. The race is on for this to happen quickly. For Invinity, expect news on the Siemens Gemesa product and commercialisation early next year. 00:48 Is the accelerating cost of oi and gas driving the transition to renewable energy and who will be the winners? 03:50 What are the options for long duration energy storage (LDES)? 05:03 Lithium batteries versus vanadium flow batteries? 06:34 Hydrogen and sodium versus vanadium flow batteries? 09:09 Advantages of Vanadium flow batteries 10:04 What is happening in the USA with Biden’s Infrastructure Bill? 11:08 Something talked about is the frequency response companies exploiting the energy situation supplying the grid using old gas and diesel engines. How much is this happening? 12:46 With the current economic situation, we can see a major move to bring battery metal supply back to the west, does this impact the battery supply chain and of course the LDES situation? 14:42 Does anyone control the source of vanadium, and will demand push the price up? 16:48 How big is the market for long duration energy storage, and what percentage is likely to be taken by vanadium flow batteries? 21:38 How quickly can the renewable energy transition be accelerated, can we get supply on stream within the short term? 23:31 How important to IES is the UK Government award to develop a 40mw project with Pivot Power and EDF? Who else is involved? 28:02 Progress with the Siemens Gemesa joint development project. 30:16 The best geographies for IES production and supply? 32:00 How easy is it to take production from 30 MWh to multiple GWhs?
Invinity Energy Systems PLC, formerly Redt Energy Plc, is a jersey-based vanadium flow battery company. The Company’s vanadium flow batteries are a form of non-degrading energy storage, already deployed and a key alternative to conventional lithium-ion batteries. The vanadium flow batteries are a form of heavy-duty, stationary energy storage, used primarily in high-utilization applications such as being coupled with industrial scale solar generation for distributed, low-carbon energy projects. Its flow batteries store energy in a non-flammable, liquid electrolyte, held in tanks within a self-contained module. Its storage markets are Europe, North America, Asia, Australasia and Africa.
Various Eateries Executive Chairman, Andy Bassadone, Chief Financial Officer, Oli Williams & CEO, Yishay Malkov give an overview of the full year 2021, for the 53-week period to 3 October 2021. Andy Bassadone, Executive Chairman 00:22 Overview of the full year
Oli Williams, Chief Financial Officer 01:20 Financial highlights
Yishay Malkov, Chief Executive Officer 02:15 Site expansion
Andy Bassadone, Executive Chairman 04:40 Outook
Various Eateries PLC is a United Kingdom-based company that owns, develops, and operates restaurant, clubhouse, and hotel sites in the United Kingdom. The Company is engaged in the operation of non-members clubs, restaurants, hotels, bars and lounge areas in London and the South East of England. The Company operates its restaurant business under Coppa Club and Tavolino brands across 11 locations. Coppa Club is a multi-use, all-day concept that combines restaurant, terrace, cafe, lounge, bar and working spaces. The Tavolino, is an Italian food restaurant brand.
Windward IPO’d December 2021. Here, Co-founder & CEO, Ami Daniel, CMO, Irit Singer and CFO, Ofer Segev, introduce the company. Ami Daniel, Co-founder & CEO 00:17 – Introduction 01:24 – Overview of Windward
Irit Singer, CMO 04:10 – Market strategy 05:07 – Growth strategy
Ami Daniel, Co-founder & CEO 06:24 – Ocean Freight Visibility launch 12:57 – Case studies 15:42 – How does it work? 17:03 – Why Windward? 17:35 – Closing remarks
Windward is a leading predictive intelligence company, fusing artificial intelligence and maritime expertise to digitalize the global maritime industry.
Windward’s AI-powered software solution provides real time information and insights on major seafaring vessels at sea, enabling stakeholders within the maritime eco-system to make intelligence-driven decisions to manage risk and achieve business and operational insights. Its customers include a number of leading participants across the maritime industry covering banks, commodity traders, insurers, government agencies, and major energy and shipping companies.
Wynnstay CEO, Gareth Davies and CFO, Paul Roberts present full-year 2021 results for the period ended 31 October 2021. These are record results with a significantly improved trading environment. They outline the growth plans and the prospects for future positive development. Trading for the new financial year has begun well, in line with expectations. Gareth Davies, CEO and Paul Roberts, CFO 00:17 Introduction
Gareth Davies, CEO 00:50 Business overview 03:27 Geographic reach 04:35 Operational highlights
Paul Roberts, CFO 06:17 Financial Overview
Gareth Davies, CEO 14:43 Trading environment 16:06 Feed division 18:27 Arable sector 20:32 Glasson 21:38 Specialist agricultural merchanting 24:19 Growth strategy 25:36 ESG 27:34 Summary and outlook
28:24 Q&A
Wynnstay Group Plc is a United Kingdom-based manufacturer and supplier of agricultural products and services. It operates through two segments: Agriculture and Specialist Agricultural Merchanting segment. The Agriculture segment is engaged in manufacturing and supply of animal feeds, fertilizer, seeds and associated agricultural products. Its Feed division, which operates approximately two compound feed mills and one blending plant, offers a range of animal nutrition products to the agricultural market. Its Glasson division is a producer of blended fertilizer, a supplier of feed raw materials and a manufacturer of added-value products to specialist animal feed retailers. Its Arable division supplies a range of products to arable and grassland farmers, including seed, fertilizer, and agro-chemicals. The Specialist Agricultural Merchanting supplies a range of products to farmers, smallholders, and pet owners. Its Youngs Animal Feeds sells a range of equine and small animal feeds.
NWF Chief Executive, Richard Whiting and Group Finance Director, Chris Belsham present the half year results for the period ended 30 November 2021. Richard Whiting, Chief Executive 00:18 Introduction 00:34 Overview and highlights
Chris Belsham, Group Finance Director 07:40 Financial review
Richard Whiting, Chief Executive 13:25 Development strategy
Chris Belsham, Group Finance Director 17:30 Acquisition process
Richard Whiting, Chief Executive 20:00 ESG framework 21:00 Summary and outlook
Q&A 22:43
NWF Group plc is a United Kingdom-based company that is engaged in the sale and distribution of fuel oils, the warehousing and distribution of ambient groceries, and the manufacture and sale of animal feeds. The Company operates through three segments: Fuels, Food and Feeds. Its Fuels segment is engaged in the sale and distribution of domestic heating, industrial and road fuels. Its Food segment is engaged in the warehousing and distribution of client's ambient grocery and other products to supermarkets and other retail distribution centers. Its Feeds segment is engaged in the manufacture and sale of animal feeds and other agricultural products. The Company operates through its subsidiaries, which include NWF Agriculture Holdings Limited, NWF Distribution Holdings Limited, NWF Fuels Holdings Limited, NWF Agriculture Limited, New Breed (UK) Limited and Boughey Distribution Limited.
SThree Interim CEO, Timo Lehne, and CFO, Andrew Beach present the full year 2021 results for the year ended 30 November 2021. Timo Lehne, Interim CEO 00:20 – Introduction 02:42 – Strategy 03:47 – Highlights of the period 04:26 – Progress against strategic pillars 06:26 – ESG 07:59 – Our Purpose in action
Andrew Beach, CFO 08:54 – Record net fees and profits 10:05 – Return to strong trading 11:07 – Very strong fee growth 11:43 – Continued trend towards employed contractors 12:37 – Regional and sector split 13:55 – Strong net fee margins driving performance 14:26 – Significant growth in productivity 15:06 – Record net fee performance drives operating profit 15:33 – Net cash position 15:07 – EPS and dividends 16:35 – Future visibility of the contract business 17:01 – Outlook 15:52 – Key financial takeaways
Timo Lehne, Interim CEO 18:12 – Strategic outlook 19:52 – Driving towards continued growth
SThree plc brings skilled people together to build the future. They are the only global pure-play specialist staffing business focused on roles in Science, Technology, Engineering and Mathematics (‘STEM’), providing permanent and flexible contract talent to a diverse base of over 8,000 clients across 14 countries with 2,700 staff. Their brands include Computer Futures, Progressive, Huxley, Real, JP Gray, Global Enterprise Partners and Madison Blacl. SThree is part of the Industrial Services sector and listed on the Premium Segment of the London Stock Exchange’s Main Market, trading with ticker code STEM.
IDOX CEO, David Meaden & CFO, Rob Grubb present the full year 2021 results for the year ended 31st October 2021, to analysts. David Meaden, CEO 00:18 Introduction & highlights 03:05 Strategy overview: Four pillars and three phases
Rob Grubb, CFO 05:30 Financial review
David Meaden, CEO 18:58 Strategy & operations
Rob Grubb, CFO 25:14 Fly Phase: Buy and Build
David Meaden, CEO 34:05 ESG 36:33 Outlook
37:34 Q&A
Idox plc is a supplier of specialist information management software and solutions to the public and asset intensive sectors. The Company operates primarily in the United Kingdom, the United States of America, Europe and Australia. The Company provides applications to the United Kingdom local government for core functions relating to land, people and property, including planning systems and election management software. The Company's segments include Public Sector Software (PSS) and Engineering Information Management (EIM). PSS segment delivers specialist information management solutions and services to the public sector. The EIM segment delivers engineering document management and control solutions to asset intensive industry sectors, such as oil and gas, architecture and construction, mining, utilities, pharmaceuticals and transportation.
Accrol Executive Chairman, Dan Wright, CEO Gareth Jenkins and CFO, Richard Newman present interim results for the year ended 31 October 2021. Dan Wright, Executive Chairman 00:17 – Introduction
Gareth Jenkins, CEO 01:59 – Performance summary 03:38 – Market and revenue overview
Richard Newman, CFO 04:43 – Financial headlines 06:15 – Financial overview 07:53 – Protecting our margins
Gareth Jenkins, CEO 09:39 – Commercial development 12:31 – Operational highlights 13:42 – ESG 14:28 – Outlook
Dan Wright, Executive Chairman 15:53 – Strategic review
18:42 – Q&A
Accrol Group Holdings plc is a United Kingdom-based independent tissue converter and supplier of toilet tissues, kitchen rolls and facial tissues. The Company supplies to a range of discounters and grocery retailers across the United Kingdom (UK). It imports Parent Reels from around the world and converts them into finished goods at its manufacturing, storage and distribution facility in Blackburn, Lancashire. The Company operates from five sites, including four in Lancashire. The Company has 15 converting lines in operation providing capacity of approximately 118,000 tons per annum. Its subsidiaries include Accrol UK Limited, Accrol Holdings Limited and Accrol Papers Limited.
Here is the seventh Stockopedia / PIWORLD StockSlam hosted by Damian Cannon. The format, each ‘slammer’ has 3 minutes to ‘slam’ their stock followed by 3 minutes of audience questions. All are really great pitches, which shows the variety of private investor styles. We are really grateful to all the 'slammers'. This event only happens because of them and the fabulous community we all enjoy. If you’d like to 'slam' at a future StockSlam, please contact us via the PIWORLD contact page. Remember, these are just ideas, the presenter is probably talking their own book. Please do your own research! The next Stockopedia/PIWORLD StockSlam is Wednesday 6th April, 6pm. Register to attend via the events page. Email via the contact page to take part. 00:18 Introduction by Damian with a review of the performance of previous slams. 03:00 Damian Cannon: Henderson Smaller Companies IT (HSL) 09:45 Rebecca Stewart: Frasers (FRAS) 16:30 Martin Flitton: GETBUSY (GETB) 24:35 Dave Sullivan: Shield Therapeutics (STX) 33:30 Robert Corden: Jade Road Investments (JADE) 40:45 Vivek Sharma: Premier Foods (PFD) This was recorded 19.1.22 prior to the earnings upgrade the following day. Good call! 48:40 Michael Tuckman: Bango (BGO) 55:37 James Tapp: Time Finance (TIME) 01:03:39 Ben Miller: Beazley (BEZ) 01:11:12 Jack Brumby: CentralNic (CNIC)
The Creightons management team present the interim results for the period ended 30 September 2021. Bernard Johnson, Group Managing Director 00:17 – Introduction
Eamon Murphy, Group Finance & Commercial Director 03:36 – Financial highlights 06:37 – Revenue 07:53 – Operating profit before exceptional costs 08:34 – Profit margin 09:00 – Diluted EPS 10:00 – Cash flow statement 11:55 – Working Capital 13:00 – Acquisitions
Pippa Clark, Global Marketing Director/Deputy MD 14:18 – Market overview 17:46 – Divisional performance 23:04 – Brand performance 26:27 – Brand acquisition: Emma Hardie 29:25 – Brand acquisition: Brodie + Stone 31:30 – Brand penetration 33:10 – Brand: Digital 34:31 – Drivers for growth 35:25 – Opportunities & Challenges 36:58 – The way ahead
Gary Armstrong, Head of Business Strategy 38:52 – Introduction 40:42 – Brand acquisitions 43:43 – Digital 44:56 – Sustainability
Bernard Johnson, Group Managing Director 46:37 – The way ahead 50:39 – Aspirations
55:27 – Q&A
Creightons plc is a United Kingdom-based company engaged in development, marketing and manufacturing of toiletries and fragrances. The Company operates through three business streams: own branded business, private label business, and contract manufacturing business. The own branded business develops, markets, sells and distributes products it has developed and owns the rights to. The private label business focuses on private label products for street retailers and supermarket chains. The contract manufacturing business develops and manufactures products on behalf of third-party brand owners. Its toiletries product portfolio consists of haircare, skincare, bath and body, and male grooming. Its services include market analysis, creative concept generation, product development, brand development, manufacturing, and logistics. Its brands include Frizz No More, Volume Pro, Argan Body, Argan Smooth, Keratin Pro, Bronze Ambition, Sunshine Blonde and Beautiful Brunette, and Just Hair.
Richard Crow (@RebelHQ) comes back to defend his title against Daniel Jones and @leoinvestorUK. Each deliver a 10 minute pitch to Andy Brough, Schroders, Judith MacKenzie, Downing and Stephen English, Stellar Asset Management. Excellent presentations followed by penetrating Q&A. Then, the Fund Managers deliver their verdict on the pitch and the stock. Who has Sold it to the City this time? And, who will ultimately win the prize lunch with one of these fund managers? Great fun and insight. 00:18 Introduction 02:00 Richard Crow, (@RebelHQ) pitching: Shoe Zone (SHOE) Obviously Richard pitched this stock (10.1.22) a day before SHOE's FY results, so events have overtaken, with the share price up c20% on results. Good call! 10:05 Shoe Zone (SHOE) Q&A 20:18 Fund managers feedback on Shoe Zone (SHOE) & Richard’s pitch 26:23 Daniel Jones, Synthomer (SYNT) 35:57 Synthomer (SYNT) Q&A 44.00 Fund managers feedback on Synthomer (SYNT) & Daniel's pitch 47:40 @LeoInvestorUK Capital Drilling (CAPD) 57:25 Capital Drilling (CAPD) Q&A 1:07:57 Fund managers feedback on Capital (CAPD) & Leo’s pitch 1:12:05 The scores!
Please get in touch via the PIWORLD contact page, to put yourself forward to pitch at the next Sell it to the City. We'd love any investors to come forward, especially younger investors who might be trying to get into the City. What better opportunity to get your name known and to add the experience to your CV? For those with more years, it's a great challenge, and forces us to really analyse that prize holding. The idea is to find a hidden gem that these Fund Managers know little about or have missed in their own research, and to have a bit of fun. https://www.piworld.co.uk/contact/
The first episode of Sell it to the City is here.
Knights CEO, David Beech and CFO, Kate Lewis present the interim results for the period ended 31st October 2021, to analysts. David Beech, CEO 00:18 Introduction & overview
Kate Lewis, CFO 05:33 The financials
David Beech, CEO 22:25 Growth strategy 33:56 Summary & outlook
David Beech, CEO & Kate Lewis, CFO 35:00 Q&A
Knights Group Holdings plc is a United Kingdom-based holding company. The Company is primarily engaged in the provision of legal and professional services through its subsidiaries. The Company invests in various sectors, including agriculture and the food supply chain, aviation, consumer and retail, Energy, waste and natural resources, financial and professional services, gambling, healthcare, industrials, transport and support services, property management and development, technology, media and telecommunications. The Company’s service line includes real estate, dispute resolution, corporate, employment and private client services. It delivers services to over 13,000 business clients from approximately 17 office locations across the United Kingdom.
Begbies Traynor Executive Chairman, Ric Traynor and CFO, Nick Taylor outline the interim results for the period ended 31st October 2021. Ric Traynor, Executive Chairman 00:32 What Begbies Traynor does 01:39 Summary of results
Nick Taylor, CFO 02:34 Financial highlights 03:33 Growth by division 05:53 Update on acquisitions 07:40 Cash
Ric Traynor, Executive Chairman 09:22 The insolvency market 11:39 Recovery and advisory developments 13:21 Property - growth opportunities 14:45 Growth strategy 16:00 Growth track record 16:38 Outlook 17:28 Q&A
Begbies Traynor Group plc is a business recovery, financial advisory and property services consultancy company. It operates through two segments: business recovery and financial advisory services, and property advisory and transactional services. It provides a range of services, including corporate and personal insolvency, corporate finance, financial advisory, valuations, transactional services, and property consultancy, planning, and management. The corporate and personal insolvency services include handling of corporate appointments in the United Kingdom, serving the mid-market and smaller companies. Its corporate finance services include buy and sell side support on corporate transactions. Its financial advisory services include debt advisory, due diligence, and transactional support, pensions advisory, business, and financial restructuring, forensic accounting and investigations. Its valuation services include valuation of property, businesses, machinery, and business assets.
Richard talks through the thrills and spills of his year. Up 42.5% at his high, and still up over 30% when we spoke, now, probably higher with National World #NWOR reporting ahead of expectations on 16th December, a day after recording. A brilliant performance but not everything went to plan. As always, Richard gives us some great nuggets, take profits when your weighting goes above your comfort threshold; weight your position size according to the market cap, and he observes, the top holdings are where you make your money, the bottom is where you get whiplashed. His main learning of the year is to have more patience. Richard may be long or short any companies mentioned, please do your own research. 00:58 Richard’s year to date performance 02:24 What went badly: Synthoma #SYNT 13:17 What went well? Polar Capital #POLR 17:47 Made.com #MADE 28:33 Best performer: Reach #RCH 35:37 National World #NWOR 37:22 UP Global Sourcing #UPGS; Macfarlane #MACF & Devro #DVO 39:57 Bloomsbury #BMY 43:39 IPOs and liquidity/illiquidity 44:40 Has the macro picture changed your stock selection criteria? 49:33 AB Foods #ABF; Homeserve #HSV 50:45 Cash 52:45 Santa rally 53:39 Seraphine #BUMP 59:40 Wincanton #WIN 01:01 52 Will the FTSE100 close up, down or flat by 15th December 2022?
Richard’s background in his own words:
My interest in the London stock market came about in the early 80’s – working over the summer holidays whilst at college, as a post boy – leading to being somewhat of a gofer for a man called Zimmerman, who help build Mercury Asset Management in the 1980s. The taste of the moving parts of the City gave me my first real joy of City life – and I loved it.
1986 – joined Lazard Brothers (via the back door) as a Trust Accountant, valuing and doing the daily book-keeping for investment trusts/unit trusts. Had my chance to move to the front office in 1988 as an assistant fund manager on the bond the international desks. Met my first real mentor John Innes, helping to manage and win major international global accounts – flying around the world in my mid 20’s.
Realised the real way to learn the skills needed to manage money was via mentors – very good ones. My real passion is to manage money invested directly in stocks and shares – where I saw the excitement and thrills – and having the belief I could make serious money. Passed my analyst and other professional exams then had the chance to join a real modern-day investment legend – Richard Smith – becoming his no.2 on the Lazard UK Small Companies desk. Over the following 5 years gained the opportunity to build the investment style foundation stones – I still follow today.
The importance of skilled mentors – is the real key to the success of any young professional – especially in the investment world. True 30 years ago – true today.
1997 – left Lazard to join the sell-side (stockbroking), Chaterhouse – specialising in small and mid-cap UK companies. An amazing experience, helping to take a mid-ranking firm to No1.
2001 – sold my soul to Merill Lynch.
2005 – returned to the buy-side with Cazenove to help run the UK-focused hedge funds – mixing my stock-picking skills to their business cycle style. Ended up with about £1.5billion of funds to manage and becoming one of the most successful performing UK hedge funds in the UK in that period, especially the GFC.
2010 – left Cazenove to join Trium – a private family wealth office – managing our own money – no clients – simply an absolute returned focused approach. Long – short. And both short and long-term objectives and managing my own pa. money alongside.
The Ilika management team outline the business, the market and the opportunities. Further, five partners illustrate their use of Ilika's solid state batteries. The day ends with a tour of the facilities. This overview brings to life the scope of applications for both Stereax and Goliath and the path to commercialisation for Ilika. Graeme Purdy, CEO 00:18 Overview of the day 01:32 Introduction to the presentation 02:05 The management team 03: 51 Business overview & global battery markets 05: 58 Solid state batteries 08:00 The business model: Stereax
John Tinson, VP Sales & Marketing 09:40 Stereax for Smart Orthopaedics 12:10 Nerve Stimulators by Stereax 14:12 Client testimonial: Vitruvens 15:40 Client testimonial: NXT STIM 17:41 Client testimonial: BLINK ENERGY 19:35 Client testimonial: WindTak
Graeme Purdy, CEO 21:08 Goliath addressable market growth
John Tinson, VP Sales & Marketing 24:00 Goliath cells for Super/Hyper cars 26:29 Goliath non-auto application
Robin Bell, VP Product Development 28:45 Goliath Technical progress 29:59 NPD to MVP 30:47 Goliath commercialisation pathway & manufacturing scale-up
Steve Boydell, CFO 32:24 Post year end fund raise 33:00 OTCQX
Graeme Purdy, CEO 34:00 Summary
34:33 Q&A 45:06 Facility tour 49:33 Graeme Purdy reflections on the day.
Ilika plc is the holding company. The Company is engaged in the production, design and development of high throughput methods of material synthesis, characterization and screening. It has developed solid-state battery technology to meet the demands of the Internet of Things (IoT). The Company has materials development programs addressing a range of applications, including the solid-state battery, aerospace alloys and electronic materials. It has developed a type of lithium-ion battery, which, instead of using the usual liquid or polymer electrolyte, uses a ceramic ion conductor. It offers Stereax M250 rechargeable, thin film battery. It has applications in autonomous sensor devices, smart homes (heating, ventilation and air conditioning (HVAC), security, light), automotive (infotainment, sensors), logistics (asset tracking), medical devices (biometric monitoring) and wearables. It is also developing superalloys, self-healing alloys and smart materials for electronic data storage.
SThree CEO, Mark Dorman and CFO Andrew Beach give the full-year 2021 trading update to analysts and investors. Mark Dorman, CEO 00:18 Introduction & full-year summary
Andrew Beach, CFO 02:55 Summary of contract and permanents fees 03:59 Regional and sector split 05:15 DACH 05:48 EMEA excluding DACH 06:27 USA 06:50 APAC 07:23 Contractor order book & balance sheet
Mark Dorman, CEO 08:30 Outlook
Mark Dorman, CEO & Andrew Beach, CFO 09:55 Q&A
Mark Dorman, CEO 25:26 Closing remarks
SThree plc is a United Kingdom-based 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 recruitment brands include Computer Futures, Progressive Recruitment, Huxley and Real Staffing. The Company’s other brands include Global Enterprise Partners, JP Gray, Madison Black, Newington International and Orgtel. The Company's markets include Germany, the Netherlands, the United States, the United Kingdom and Japan. The Company delivers contract, permanent, projects, retained and executive search recruitment solutions.
WH Ireland's CEO Phillip Wale presents a short overview of the Group’s half year results for the six months ended 30 September 2021. 00:24 Introduction 00:32 Financial highlights 01:28 Operational highlights 02:23 Wealth Management 03:00 Capital Markets 03:40 Strategy & Outlook
WH Ireland Group plc is a holding company. The Company's principal activities are the provision of wealth management and corporate finance advice, research, products and services to the private clients, and small and medium sized companies. It operates through two segments, which include Private Wealth Management and Corporate Broking. The Private Wealth Management segment offers investment management advice and services to individuals and contains its wealth planning business, giving advice on and acting as intermediary for a range of financial products. The Corporate Broking segment provides corporate finance and corporate broking advice and services to the companies, and acts as nominated advisor to clients listed on the Alternative Investment Market (AIM). The Corporate Broking segment contains its institutional sales and research business, which carries out stockbroking activities on behalf of companies, as well as conducting research into markets of interest to its clients.
A tremendous interview that gives some insight to the highs and lows of 2021. What companies and Andy have learned through Covid. The hunt for disrupters. Activists and bid activity. The attractions of the FTSE100. We hear how an institution exits a position. The attractiveness of an IPO, a placing or an overhang. Director buys and sells. Latterly, we discuss bitcoin and NFT’s (Non Fungible Tokens). Finally, for those who want the investing challenge (or fancy themselves as a Fund Manager!), we discuss the new PIWORLD series, Sell it to the City, and what the Fund Managers, Andy, Judith and Stephen are looking for from contestants. Please contact PIWORLD.CO.UK if you want to take part. A very engaging and informative listen. Thank you Andy! 01:02 How has 2021 been? 01:46 Omicrom? 03:28 Views on a Santa rally? 05:18 Inflation 07:05 Tapering 08:17 Disrupters Reach #RCH, Future #FUTR, Lookers #LOOK, Inchcape #INCH 12:15 Property - Grainger #GRI 13:11 FTSE100, FTSE250 v AIM Royal Mail #RMG; Land Securities #LAND; #WISE, Marks & Spencer #MKSN 17:18 Activists: Elliot, Glaxosmithkline #GSK, Taylor Wimpey #TW., Clinigen #CLIN, Pearson #PSON, Johnson Matthey #JMAT 17:50 Which holdings which will move the dial? Frasers #FRAS, Studio Retail #STU 19:00 Bid activity Clinigen #CLIN 19:47 Studio Retail #STU 22:43 Learnings from 2021 25:22 Tremor #TRMR 26:47 Bid pick for 2022 Indivior #INDV 28:39 Crystal Amber and selling an overhang #DLAR 30:57 Institutional pools of liquidity & IPOs 32:18 Preference to buy and IPO, placing or overhang? 34:18 Evolution of Covid: what went well and what went badly 37:44 Director buys and sells Telecom Plus #TEP; Tremor #TRMR Fraser #FRAS 40:19 Bitcoin 41:40 NFTs 42:14 Where to find Andy Brough & his funds 42:41 Sell it to the City: what is it? What the Fund Managers want to hear. (Sell it to the City - Episode 1: https://www.piworld.co.uk/education-videos/piworld-sell-it-to-the-city-october-2021/)
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
https://www.schroders.com/
MindGym CEO, Octavius Black and CFO, Richard Steele present the interim results for the period ended 30th September 2021. Octavius Black, CEO 00:17 – Introduction 00:32 – Dominic Neary, CFO Designate 03:32 – Agenda 03:45 – Half Year results 04:56 – Regional growth
Richard Steele, CFO 06:40 – Revenue breakdown
Octavius Black, CEO 08:09 – Innovation
Richard Steele, CFO 12:32 – P&L Statement 13:47 – Balance sheet 15:11 – Cash flow
Octavius Black, CEO 15:39 – New digital products (Performa) 25:21 – Current trading & Outlook 26:17 – Closing remarks
Mind Gym PLC is a United Kingdom-based company that provides professional leadership skills and business relationship management services. The Company offers a range of solutions, such as performance management, management development, diversity and inclusion, change, ethics, reorganization, personal effectiveness, on-boarding, employee engagement, and customer services.
WH Ireland CEO, Phillip Wale, CEO, Chairman, Phil Shelley, CFO, Simon Jackson & Head of Wealth Management, Stephen Ford, present the interim results for the period ended 30th September 2021. Phillip Wale, CEO 00:18 – Introduction
Phil Shelley, NEC 01:54 – Financial Highlights 03:37 – Operational Highlights
Simon Jackson, CFO 05:45 – Income statement 06:51 - Gross revenue analysis 07:41 – Balance sheet & Regulatory capital
Stephen Ford, Head of Wealth Management 08:36 – Wealth management
Phil Shelley, NEC 11:07 – Capital markets 12:39 – Strategy 15:44 – Current trading & Outlook
WH Ireland Group plc is a holding company. The Company's principal activities are the provision of wealth management and corporate finance advice, research, products and services to the private clients, and small and medium sized companies. It operates through two segments, which include Private Wealth Management and Corporate Broking. The Private Wealth Management segment offers investment management advice and services to individuals and contains its wealth planning business, giving advice on and acting as intermediary for a range of financial products. The Corporate Broking segment provides corporate finance and corporate broking advice and services to the companies, and acts as nominated advisor to clients listed on the Alternative Investment Market (AIM). The Corporate Broking segment contains its institutional sales and research business, which carries out stockbroking activities on behalf of companies, as well as conducting research into markets of interest to its clients.
ENGAGE XR management introduce us to their metaverse. Their clients include BMW, 3M and Facebook. There are numerous applications of the metaverse, for staff, for customers and for many aspects of our lives. Is this our new reality? Will we all be hanging out in the metaverse and buying our NFTs? Their revenue model including one off payments, a subscription model and market place purchases with Non Fungible Tokens, NFT's. A fascinating business at the forefront of this fast developing virtual market. 00:21 - Opening remarks
David Whelan, CEO 00:59 - Introduction
Chris Madsen, US Business Development 01:50 - What is the 'Metaverse'?
David Whelan, CEO 02:43 - Evolution of the web 04:00 - Trailer for 'Engage Oasis' 06:43 - Our market opportunity 07:44 - How does the Engage Metaverse work? 08:27 - Our revenue model 09:17 - Use case (3M)
Seamus Larrissey, CFO 16:48 - Finance update
21:02 - Q&A
ENGAGE XR Holdings plc (ENGAGE XR), formerly VR Education Holdings PLC, is an Ireland-based company. The Company is focused on providing virtual communications solutions through its software platform, ENGAGE. ENGAGE provides users with a platform for creating, sharing, and delivering virtual reality (VR) content for communication, training, and online events. It provides it’s for education, training, and online events through its three solutions: Virtual Campus, Virtual Office, and Virtual Events. The ENGAGE platform supports both VR and non-VR devices with regular updates to its supported devices list. ENGAGE supports the six degrees of freedom (DoF) headsets including: Oculus, Vive, Pico and Windows Mixed Reality (MR) devices. It also supports standard Windows 10 personal computer (PC), phones and tablets running either Android or Apple iOS. It offers customization options and the ability to upload private content to either ENGAGE servers or to custom hosting solution on request.
TXPimpact CEO & Co-Founder Neal Gandhi and CFO, Oliver Rigby present the interim results for the period ended 30th September 2021. Neal Ghandi, CEO & Co-Founder 00:17 – Introduction & Agenda 00:53 – Half Year summary
Oliver Rigby, CFO & Co-Founder 02:47 – Financial results 05:23 – ESG 07:04 – Revenue and EBITDA growth 07:27 – Cash flow 08:18 – Revenue breakdown 08:52 – Income statement 09:15 – Adjusted PBT reconsolidation 12:30 – Adjusted EPS 13:22 – Statement of financial position
Neal Ghandi, CEO & Co-Founder 14:28 – Operational review 19:29 – Our market 22:10 – Our strategy 29:49 – EBITDA % to date 30:31 – Commercial vision for 2025 32:09 – ESG vision for 2025 32:56 – Outlook
33:53 – Q&A 42:23 – Closing remarks
TPXimpact Holdings PLC, formerly The Panoply Holdings PLC, is a United Kingdom-based technology-enabled services company. The Company is focused on digital transformation. The Company's segments include Consulting and innovation, Software development and Automation. The Consulting and innovation services include strategy consulting and service design. The Software development services include digital transformation, technical software development, cloud-based services and information technology (IT) implementation. The Automation services include automation, robotics, chatbots and artificial intelligence (AI). The Company's subsidiaries include Bene Agere Norden AS, Manifesto Digital Limited, Questers Resourcing Limited, iDisrupted Limited and Greenshoot Labs Limited. Bene Agere Norden AS is a strategic and management consultancy with a focus on digital transformation. Manifesto Digital Limited is a digital experience agency.
Highlights of Oxford Metrics' full year results for the year ended 30 September 2021. This illustrates the technology, the 5 year growth strategy to achieve 2.5x revenue and to return adjusted Pre Tax Profit to 15%, and closes with the shorter term outlook. 00:11 - Period overview 01:11 - Five-year growth plan & the technology 02:36 - Sensing capabilites, analysis & embed technology 03:09 - Financial aims 03:45 - Outlook: Vicon, Yotta & the group
Oxford Metrics develops software that enables the interface between the real world and its virtual twin. Our smart sensing software helps over 10,000 customers in more than 70 countries, including all of the world’s top 10 games companies and all of the top 20 universities worldwide. Founded in 1984, we started our journey in healthcare, expanded into entertainment, winning an OSCAR® and an Emmy®, then moved into defence and engineering. We have a track record of creating value by incubating, growing and then augmenting through acquisition, unique technology businesses.
The Group trades through two market-leading divisions: Vicon and Yotta. Vicon is a world leader in motion measurement analysis to thousands of customers worldwide, including Guy’s Hospital, Industrial Light & Magic, MIT and NASA. Yotta’s cloud-based infrastructure asset management software enables central and local government agencies and other infrastructure owners to digitally manage their assets. Yotta has a large number of high-profile clients including VicRoads in Australia , Auckland Motorway System in New Zealand, and, in the UK, National Highways and over 160 local authorities.
The Group is headquartered in Oxford with offices in Leamington Spa, Gloucester, California, Colorado, and Auckland. Since 2001, Oxford Metrics (LSE: OMG), has been a quoted company listed on AIM, a market operated by the London Stock Exchange.
Sosandar Co-CEOs & Co-Founders, Ali Hall and Julie Lavington and CFO, Steve Dilks present the financial results for the six months ended 30 September 2021 and give an update on current trading. Ali Hall, Co-CEO & Co-Founder 00:17 – Introduction & Agenda 00:36 – Overview of the period
Julie Lavington, Co-CEO & Co-Founder 02:53 – HY22 Highlights
Steve Dilks, CFO 04:50 – Financial & KPI Review
Julie Lavington & Ali Hall 14:09 – Product strategy
Julie Lavington, Co-CEO & Co-Founder 18:14 – Driving growth through third parties 19:48 – Powerful marketing strategy
Steve Dilks, CFO 23:47 – Supply chain
Julie Lavington, Co-CEO & Co-Founder 26:30 – Outlook
27:35 – Q&A 39:06 – Closing remarks
Sosandar PLC, formerly Orogen PLC, is a United Kingdom-based company that operates an online women’s wear platform. The Company’s clothing categories include dresses, jackets and coats, knitwear, shirts and blouses, tops, skirts, trousers, jeans, leggings, footwear, leather and suede, occasion wear, work wear, autumn trends, velvet and holiday shop. Its footwear products include Pewter Metallic Chelsea Boot, Red Leather Ankle Boot, Velvet Cylinder Heel Ankle Boot, Black Leather Stud Detail Ankle Boot, Black Suede Closed Toe Mule, Grey Velvet Court Shoe With Jeweled Brooch, Black Suede And Pewter Metallic Court Shoe, Black Leather Front Zip Ankle Boot, Leopard Print Leather Chelsea Boot, Steel Blue Leather Snake Print Ankle Boot And Black Suede Knee Boot. It also offers latest edit of day-to-night dresses, on-trend separates, luxe leather and outfit-topping shoes through its platform.
Treatt CEO, Daemmon Reeve and CFO, Richard Hope present the full year 2021 results to analysts, for the period ending 30th September 2021. Slides can be downloaded here: https://drive.google.com/file/d/1Mywkrr6kIV_zaqlRGBQt-MdiS9GqBFqd/view?usp=sharing
Daemmon Reeve, CEO 00:04 – Introduction 00:39 – Overview of the period 01:27 – Performance 03:55 – Growth trends 07:20 – ESG
Richard Hope, CFO 08:55 – PBT growth 10:08 – Dividends 10:37 – 2021 Financial review 11:31 – Cash flow 12:30 – Individual product categories 14:57 – Revenue 16:18 – Strategic evolution 17:02 – Financial metrics
Daemmon Reeve, CEO 17:42 – Market overview & Strategic priorities 19:16 – Accessing market growth opportunities 21:27 – Benefits of new UK site 24:08 – Current trading & Outlook
26:27 – Q&A 43:50 – Closing remarks
Treatt PLC is a United Kingdom-based ingredients manufacturer and solutions provider to the flavor, fragrance and consumer goods markets. The Company's geographical segments include United Kingdom, Rest of Europe, The Americas and Rest of the World. The Company's products include Essential oils, Citrus, Treattarome, Functional ingredients, Chemicals, Organic essential oils, Vegetable oils and Treatt brew solutions. Its Essential oils include Amyris Oil, Angelica Oil and Aniseed Oil. Treattarome products include Pineapple Treattarome, Honey Treattarome and Cucumber Treattarome. Its Citrus products include citrus oils, CitrustT, TreattZest and Citrus add-back range. Its Functional ingredients include beverage specialties, fragrance ingredients and sugar reduction products. Its chemicals include aroma chemicals, natural chemicals and Treatt Flavour Wheel. Its Vegetable oils include Borage Oil and Baobab oil. Its organic essential oils include Organic Aniseed Oil and Organic Lime Oil.
Produced by BRR Media. Distributed by PIWORLD.
TPXimpact Co-Founder and CEO, Neal Gandhi and Co-Founder and CFO, Oliver Rigby give an overview of the interim results for the period ending 30th September 2021. Neal Gandhi, Co-Founder & CEO. 00:40 H1 overview
Oliver Rigby, Co-Founder & CFO. 01:42 Financial highlights 02:48 Impact goals update
Neal Gandhi, Co-Founder & CEO. 03:14 Growth strategy 04:57 Rebrand 05:59 Market opportunity 06:50 Outlook
TPXimpact Holdings PLC, formerly The Panoply Holdings PLC, is a United Kingdom-based technology-enabled services company. The Company is focused on digital transformation. The Company's segments include Consulting and innovation, Software development and Automation. The Consulting and innovation services include strategy consulting and service design. The Software development services include digital transformation, technical software development, cloud-based services and information technology (IT) implementation. The Automation services include automation, robotics, chatbots and artificial intelligence (AI). The Company's subsidiaries include Bene Agere Norden AS, Manifesto Digital Limited, Questers Resourcing Limited, iDisrupted Limited and Greenshoot Labs Limited. Bene Agere Norden AS is a strategic and management consultancy with a focus on digital transformation. Manifesto Digital Limited is a digital experience agency.
Benchmark's CEO, Trond Williksen and CFO, Septima Maguire present the full year results for the period ended 30th September 2021. Trond Williksen, CEO 00:17 – Introduction 00:52 – Highlights of the period 04:21 – Performance highlights 06:48 – Operational highlights
Septima Maguire, CFO 13:16 – Financial review 15:44 – Segmental highlights 23:07 – Cash flow 24:29 – Looking forward
Trond Williksen, CEO 26:22 – Strategy 28:23 – ‘One Benchmark’ opportunities 29:33 – Current trading & Outlook 31:07 – Investment case 31:36 – Closing remarks
Benchmark Holdings plc is engaged in the provision of aquaculture health, genetics and nutrition. The Company’s segments include genetics, advanced nutrition and health. The Company develops products that helps fish and shrimp to improve their sustainability and profitability by improving yield, quality, and by reducing mortality. The Company’s products include high genetic quality ova for salmon, shrimp and tilapia, and breeding, program, specialist feeds for early stage shrimp and fish; probiotics, biocides and medicines.
ActiveOps CEO & Founder, Richard Jeffery and CFO, Patrick Deller present to analysts the interim results for the period ended 30th September 2021. Richard Jeffery, CEO & Founder 00:17 – Introduction to ActiveOps 00:39 – Overview of the business 02:24 – The market 03:18 – Key financials 06:00 – H1 Areas of focus 07:50 – Operating regions
Patrick Dellar, CFO 08:16 – Strength of the SaaS model 09:04 – P&L statement 10:59 – Cashflow & Balance sheet
Richard Jeffery, CEO & Founder 12:21 – Strategy & Opportunity 14:30 – Market Opportunity 16:09 – Confident outlook
17:27 – Q&A 34:08 – Closing remarks
ActiveOps plc, formerly ActiveOps Limited, is a United Kingdom-based management process automation (MPA) software company. The Company provides a software as a service (SaaS) platform to enterprises with global back-offices. Its software and embedded back-office operations management methodology enables enterprises to adopt a data-driven approach to organizing work and managing capacity. The Company's enterprise platform comprises Workware+, its MPA software platform, and AOM, its operations methodology and framework for effective back-office management. Its cloud-based ControliQ employee performance management solution enables managers to simplify running operations. Its solution, WorkiQ, captures workforce analytics from desktop activity for employee engagement. The Company's OpsIndex Score & Benchmarking tool involves measuring the performance of the operational business on an enterprise level, department by department and against community level.
Alexandra Jackson, Fund Manager of the Rathbone UK Opportunities Fund. The fund has returned 20% ytd (as at 22.10.21) and has an impressive track record over the longer term. Here, we learn about Alexandra's selection criteria of scalability, durability, quality and governance. This does lead to some UK tech companies, which do exist! She outlines how the team assessed the portfolio during the March 2020 Covid crises, and reflects on lessons learned, referring to their score card to take emotion out of investing decisions. She makes it all sound so easy! 00:41 Alexandra’s background 02:05 The performance of the fund v FTSE All Share and peers 03:54 Approach and learnings from March 2020 06:05 Investment selection criteria: Scalability: Future #FUTR & Keystone Law #KEYS Durability: Diploma #DPLM Quality: Halma #HLMA Governance: Greggs #GRG 10:47 Valuations 12:05 Lower PE stocks in the portfolio: MJ Gleeson #GLE, Beasley #BEZ 13:53 IPOs: Oxford Nanopore Technologies #ONT; Bites Technology Group #BYIT 16:57 Current sentiment to capital raises 17:32 UK tech, including Kainos #KNOS & Molten Ventures #GROW 22:14 What are the most exciting stocks that could move the dial in the next year: Intermedia Capital #ICP; Accsys Technologies #AXS; Greggs #GRG 24:54 Learning from mistakes 26:45 Qualities that make a good Fund Manager
Alexandra Jackson manages the Rathbone UK Opportunities Fund, (formerly named Rathbone Recovery Fund) which she has run since 2014. She joined Rathbones in January 2007 and was formerly Assistant Fund Manager on the Rathbone Global Opportunities Fund. Alexandra holds the IMC and is a CFA (Chartered Financial Analyst) charterholder.
Rathbone Funds UK: rutm.com
Rathbone UK Opportunities Fund: https://www.rathbonefunds.com/uk/individual-investor/multi-asset-fixed-income-and-equity-funds/rathbone-uk-opportunities-fund
IG Design Group H1 2022 presentation for the period ended 30th September 2021, given by CEO, Paul Fineman, and CFO, Giles Willits. Paul Fineman, CEO 00:19 Introduction 00:40 Summary of the year
Giles Willits, CFO 06:00 Financial overview
Paul Fineman, CEO 11:41 Supply chain challenges and cost headwinds 17:09 The regions: DG Americas 20:08 DG International update 21:37 FY22 Outlook 23:15 FY23 Long-term positive outlook
29:10 Q&A
IG Design Group plc, formerly International Greetings plc, is engaged in the design, manufacture and distribution of gift packaging and greetings; stationery and creative play products, and design-led giftware. The Company's geographic segments include UK and Asia; Europe; USA, and Australia. The Company sells its products in over 150,000 stores across approximately 80 countries. It also offers a portfolio of licensed and customer bespoke products suitable for sale through multi channel distribution. The Company's products include crackers, pens and pencils, stickers, single cards and gift wrap. The Company offers its products under the brands A Star, B Stationery, Papercraft and Pepperpot. Its subsidiaries include Artwrap Pty Ltd, International Greetings UK Ltd, International Greetings USA, Inc, International Greetings Asia Ltd, The Huizhou Gift International Greetings Company Limited, Hoomark BV, Anchor International BV and Hoomark S.p.z.o.o.
Appreciate Group interim results for the period ended 30th September 2021, presented to analysts by CEO, Ian O'Doherty and CFO, Tim Clancy. Ian O’Doherty, Chief Executive Officer 00:17 – Introduction 00:44 – Strategic highlights of the period 02:46 – Financial highlights of the period 04:45 – Strong recovery in H1 billings 05:27 – Corporate operational highlights 05:57 - Consumer operational highlights
Tim Clancy, Chief Financial Officer 06:26 – Financial results 13:19 – Summary
Ian O’Doherty, Chief Executive Officer 13:45 – Our strategic journey 13:54 – Evolving our strategy to drive growth Areas of emphasis: 14:57 – Performance 16:28 – Products 17:56 – Partnerships 19:08 – Platform
20:31 – Summary: Driving growth opportunities
Appreciate Group plc is a United Kingdom-based company gifting and engagement company. The Company operates through two segments: Consumer and Corporate. The Consumer segment Offers multi-retailer redemption product directly from its Website www.highstreetvouchers.com or via its christmas savings offering. The corporate segment includes the Company's sales to businesses, offering primarily sales of the Love2shop voucher, flexecash cards, Mastercards and e-codes in addition to other retailer voucher. The Company's products are split into three categories: Multi-retailer redemption product, Single retailer redemption products, and Other. The Single retailer redemption products includes third party retailer vouchers, cards, and e-codes. The Other category provides hampers, merchandise, and consultancy fees. Its products include Love2shop gift card, Love2shop gift voucher, Love2shop holidays, single store vouchers and gift cards, corporate gift cards, and VIP experiences and group travel.
Eneraqua Technologies IPO'd on 22.11.21. Here, Mitesh Dhanak, CEO and Iain Richardson, CFO outline the business, why they have listed and their strategy going forward. 00:25 Who are Eneraqua Technologies? 01:19 Growth drivers 02:25 Financial highlights 02:46 Growth strategy
About Eneraqua Technologies: Eneraqua Technologies (AIM:ETP) is a specialist in energy and water efficiency. The Group has two divisions: energy and water. Energy is the larger division, with the Company focused on clients with end of life gas, oil or electric heating and hot water systems. The Group provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support Net Zero and decarbonisation goals.
The water division is a growing service offering focused on water efficiency upgrades for utilities and commercial clients including hotels and care homes.
The activities in both divisions are underpinned by the Company's wholly-owned intellectual property, the Control Flow HL2024 family of products which reduce water wastage and improve the performance of heating and hot water systems.
The Company's main country of operation is the United Kingdom. The Company's head office is based in London with additional offices in Washington (Sunderland), Leeds, India, Spain and the Netherlands. The Company has 94 full time employees, with the majority employed within the UK. Eneraqua Technologies has received the London Stock Exchange's Green Economy Mark.
IG Design Group CEO, Paul Fineman, and CFO, Giles Willits, give an overview of the interim results for the period ending 30th September 2021. Paul Fineman, CEO 00:22 Overview of the period
Giles Willits, CFO 01:13 Financial overview
Paul Fineman, CEO 02:30 External challenges 05:06 Operational review 06:36 Outlook
IG Design Group plc, formerly International Greetings plc, is engaged in the design, manufacture and distribution of gift packaging and greetings; stationery and creative play products, and design-led giftware. The Company's geographic segments include UK and Asia; Europe; USA, and Australia. The Company sells its products in over 150,000 stores across approximately 80 countries. It also offers a portfolio of licensed and customer bespoke products suitable for sale through multi channel distribution. The Company's products include crackers, pens and pencils, stickers, single cards and gift wrap. The Company offers its products under the brands A Star, B Stationery, Papercraft and Pepperpot. Its subsidiaries include Artwrap Pty Ltd, International Greetings UK Ltd, International Greetings USA, Inc, International Greetings Asia Ltd, The Huizhou Gift International Greetings Company Limited, Hoomark BV, Anchor International BV and Hoomark S.p.z.o.o.
Michael Bonte-Friedheim, CEO and Founder of NextEnergy Capital and Ross Grier, Managing Director of NextEnergy Capital present NextEnergy Solar Fund’s interim results for the period ended 30 September 2021, to analysts and investors. Michael Bonte-Friedheim, Group CEO 00:16 – Introduction 02:20 – NESF: a brief overview 02:56 – Financial highlights 05:39 – Key period highlights 07:12 – Period performance
Ross Grier, Managing Director 08:04 – Portfolio growth
Michael Bonte-Friedheim 10:16 – Nav bridge 10:44 – Portfolio bridge
Ross Grier 12:23 – Nav sensitivities 14:30 – Optimised capital structure 15:23 – Ordinary share dividends 15:57 – Forecast power prices 17:10 – Protecting future cash flows 20:17 – ESG 21:20 – Strategic forward focus
Michael Bonte-Friedheim 22:40 – NESF going forward
23:48 – Q&A 38:02 – Closing remarks
NextEnergy Solar Fund Limited is a closed-ended investment company. The Company's principal activities and investment objectives are to provide investors with a sustainable and attractive dividend that increases in line with retail price index over the long-term by investing in a portfolio of solar photovoltaic (PV) assets that are located in the United Kingdom. It seeks to provide investors with an element of capital growth through the reinvestment of net cash generated in excess of the target dividend in accordance with its investment policy. Its portfolio includes over 94 solar PV plants that are located across approximately 20 different counties of England and Wales. In addition, the portfolio is diversified across over 20 non-connected contractors, approximately 10 different Tier 1 solar panel manufacturers and over nine Tier 1 inverter manufacturers. NextEnergy Capital IM Limited is the investment manager and NextEnergy Capital Limited is the investment advisor of the Company.
Nick Bolton, CEO, outlines Oxford Metrics strategic growth ambitions for the next five years 00:20 introduction and business highlights 03:34 Next step growth 04:11 Smart sensing 16:11 Change accelerated 17:40 Opportunity 28:09 M&A 31.45 Outlook
Ever since 1984, Oxford Metrics (LSE: OMG) has been enabling the interface between the real world and its virtual twin. It was in that year we introduced our first motion capture system and we have been providing a bridge between the physical and digital world ever since. We started our journey in healthcare, expanded into entertainment, winning an OSCAR® and an Emmy®, then we moved into defence and engineering. We have a track record of creating value by incubating, growing and then augmenting through acquisition, unique technology businesses.
Our smart sensing software enables over 10,000 customers in over 70 countries, to sense, analyse and apply all sorts of data, including all 10 of the world’s top 10 games companies and all of the top 20 universities worldwide. We even have around half the UK street lighting assets managed using our software.
Our group is headquartered in Oxford with offices in Leamington Spa, Gloucester, California, Colorado and New Zealand and since 2001, has been a quoted company listed on AIM, a market operated by the London Stock Exchange.
Ian Whittaker, Media and Tech analyst, gives his views of the main themes in the sectors today, and where he sees investing opportunities including WPP, ITV and other broadcasters, online classified and grocery delivery. We discuss the effect of Apple’s privacy policy for themselves and the sector; Facebook’s rebrand and its investment case; how paid for subscription services affects linear TV & cinema and finally we discuss Pearson. 00:36 Ian’s background 01:47 Main themes in media & tech 04:10 The effect of Apple’s #APPL privacy policy 08:30 Facebook’s #FB new branding to Meta Platform Inc 12:18 Is now the time to invest in Facebook/Meta #FB? 13:44 Why were Tremor #TRMR and Trade Desk #TTD unaffected by Apple’s privacy changes? 16:01 What media and tech stocks look interesting now? #WPP & #ITV 21:22 Will traditional linear TV be affected by subscription video on demand, eg. Netflix #NFLX, Disney #DIS? 25:25 Pearson #PSON
About Ian Whittaker Current City AM Analyst of the Year and twice winner of the award, Ian is founder of Liberty Sky Advisors, a boutique advisory and consultancy business focused on the Media and Tech spaces, as well as a co-founder of Bearstone Advisors, which focuses on European M&A in Media and Tech.
Ian has over 20 years' experience working in the City where he was recognised for his industry knowledge across all parts of Media, Digital and Marcoms. With a proven track record of being ahead of the curve in understanding industry dynamics and the implications for companies, he is a regular columnist for Campaign, City AM and VideoWeek and has made numerous media appearances including Bloomberg, Sky News, CNBC and Radio 4. He is a regular speaker at major industry events and conferences.
His subscription service The Bigger Picture focused on explaining the Media and Tech sectors from a wider perspective, can be found at www.ianwhittakermedia.com
Tracsis CEO Chris Barnes and CFO Andrew Kelly present the Group’s results for the full year ending 31st July 2021. Revenue growth of 12.7% in Rail Technology & Services Division. Adjusted EBITDA +23.8%, cash £25.4m. For the outlook, there will be a rebound in activity levels for Events and Traffic Data. The William-Shapps plan for rail will be a tailwind. The acquisitions of Icon Group and Flash Forward Consulting have strengthened the group, further M&A opportunities are sought. The first quarter is in line with expectations. Chris Barnes, CEO 00:18 Introduction 00:54 What Tracsis does 02:34 Overview of the year
Andrew Kelly, CFO 03:52 Financial highlights 05:22 Revenues by division 07:05 Income Statement 08:00 Revenue bridge 08:37 Divisional performance 09:39 Cash flow
Chris Barnes, CEO 11:52 Growth strategy 12:52 Williams-Shapps review 16:55 Operational performance software 17:53 Remote condition monitoring 19:07 RailHub 20:37 Smart ticketing 21:55 Addressable market 23:12 Data Analytics and GIS 24:00 Icon Group acquisition
Andrew Kelly, CFO 24:57 ESG
Chris Barnes, CEO 28:34 Rail technology outlook 29:42 Data analytics & Events outlook 32:00 Conclusion
33:10 Q&A
Chris Barnes, CEO 44:21 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.
DOTD CEO, Milan Patel and CFO Paraag Amin give an overview of results for the full year ended 30th June 2021. Milan Patel, CFO 00:32 Overview of the year 03:09 Key operational achievements
Paraag Amin, CFO 06:31 Financial highlights 08:05 What’s the focus for 2022?
Milan Patel, CFO 08:52 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.
Jeremy gives us his views on the ‘hypernormal’ economic world we are living in today; taken from the Adam Curtis documentary, ‘HyperNormalisation’. (https://youtu.be/AUiqaFIONPQ). Jeremy speaks like an economic historian, drawing from different eras of different economic policies. We discuss QE and monetary policy, which he feels has neutered the banking industry. With inflation, he draws analogies with the 40s and 50s rather than the 70s. Jeremy gives his view where he’s investing his own money, accepting investors are being asked to take more risk to see a return on their savings. He favours equities, especially compounders with good free cash flow. Google is the largest position in his portfolio. However, he believes all portfolios deserve some real asset exposure, he holds single Scotch Malt Whiskey and bitcoin! We discuss today’s innovators, where he cites of course Google, but at the smaller end, Aquis Exchange #AQX. We close on his views of 'value' versus 'growth' investing. Bubbling with brilliance, educational and entertaining. 00:51 Jeremy’s background 05:24 QE & monetary policy 13:30 Inflation 20:15 Where should one invest today? 24:43 What are your stock selection criteria? 28:30 Where are you seeing innovation in companies and sectors today? 32:47 Process innovation: Aquis Exchange #AQX 35:03 The role of the bank or broker’s effect on the cost of capital for a company and their market value 40.25 Owner managed businesses 43:57 Today, are you a value or growth investor? 52:15 About Jeremy’s podcast: In the company of Mavericks 55:09 Where to find Jeremy
Jeremy on Linkedin: www.linkedin.com/in/jeremy-mckeown-33b962a/
Jeremy's websites: www.hypernormaltimes.com www.inthecompanyofmavericks.com
Dowgate wealth: https://dowgatewealth.co.uk/our-team/jeremy-mckeown/
About Jeremy: Jeremy has worked in the UK equity market for four decades, he has met and interacted with all types of investors. He has met countless companies and read widely on different investment topics. He has invested in a variety of companies and implemented differing strategies, sometimes successfully, other times disastrously. He is now looking to use his experience, knowledge and world view to make better decisions about his own investments. He would also like to help other investors and companies to make better decisions about the world we inhabit, to learn and disseminate new ideas, avoid unnecessary risk and hopefully to help keep a positive perspective on what at times appears to be a chaotic and dysfunctional place.
TED’s CEO, Rachel Osborne and CFO, David Wolffe give an overview of the interim results for the 28 weeks ended 14th August 2021. Rachel Osborne, CEO 00:39 Overview
David Wolffe, CFO 03:07 Financial highlights 06:15 Current trading and outlook
Rachel Osborne, CEO 08:15 Strategic progress 10:16 ESG 11:12 Summary
Ted Baker Plc is a United Kingdom-based global lifestyle company. The Company offers a range of collections, including menswear, womenswear, global, phormal, endurance, accessories, audio, bedding, childrenswear, crockery, eyewear, footwear, fragrance and skinwear, gifting and stationery, jewellery, lingerie and sleepwear, luggage, neckwear, rugs, suiting, technical accessories, tiles and watches. The Company operates through three segments: retail, wholesale and licensing. It operates stores and concessions across the United Kingdom, Europe, North America and Asia and an e-commerce business based in the United Kingdom, primarily serving the United Kingdom and Europe, with separate the United States and Canadian sites dedicated to North America, and a separate site serving Australia. The Company's wholesale business in the United Kingdom serves countries across the world, particularly in the United Kingdom and Europe. The Company operates both territorial and product licenses.
Tracsis CEO, Chris Barnes and CFO, Andy Kelly discuss full year results for the year ended 31st July 2021. Chris Barnes, CEO 00:26 Highlights of the year
Andrew Kelly, CFO 01:26 Financial overview including a breakdown by division
Chris Barnes, CEO 05:58 Growth strategy
Andrew Kelly, CFO 07:29 Acquisition of Icon Group
Chris Barnes, CEO 08:25 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.
David gives a stream of consciousness, with his views on economic growth, interest rates, the Governor of the Bank of England, taxes, Government policy, and the relationship between the Bank of England and the Treasury. With COP26 being held earlier this week, he believes the Government have to set unachievable goals to make change happen. Finally he shares where he’ll be investing his money with this macro backdrop. He likes property and equities, especially tech, healthcare and biotech. He thinks Japan is interesting, but will avoid gold, commodities and bitcoin; he likes to sleep easily at night! 00:18 Introduction 01:14 Are OBR economic growth forecasts realistic? 04:38 Inflation and interest rates 12:45 Energy costs and green energy 16:23 Inflation 19:44 Tapering 20:39 Bond yield curve 21:28 Inflating away debt 25:53 Taxation 31:42 Where are investors best to invest their money for their future security both asset classes and sectors
About David Buik David Buik worked in the City throughout his career, mainly for companies involved in money broking – EXCO, Prebon Yamane and BGC Partners and subsequently spreadbetting including City Index and Cantor Index. David was awarded an MBE in 2016 for his services to Financial Services. He often appears as a pundit on BBC and many other international TV and radio news channels. In 2020 he became a consultant to Aquis Exchange* (AQX).
*About Aquis Exchange (AQX) Aquis Exchange PLC, formerly Aquis Exchange Limited, is a United kingdom-based company that operates as a pan-European cash equities trading exchange. The Company’s lit order book allows institutional traders to trade the stocks from 14 European countries. Its Market at Close order type allows members to enter orders on Aquis Exchange at the closing price of the market-of-listing end-of-day auction. It offers trading in a range of European financial instruments, including the constituents of the European indices from various markets. Its software and technology division, Aquis Technologies, develops trade surveillance and matching engine software for banks, investment firms and exchanges. Aquis Market Surveillance is a market surveillance platform for exchanges, multilateral trading facility, brokers and other trading firms. The features of its AMS include case management, market abuse indicators, management information system, order book replay and intraday alert parameter control.
This is the sixth Stockopedia/PIWORLD StockSlam hosted by Damian Cannon. Of the 50 holdings pitched to date, they are collectively up 11.2%. September's picks haven't done much, in line with the choppy market. Since pitching, Tekcapital (TEK) is up 211%! Renold (RNO) +79%, and Cake Box (CBOX) +58%. The dogs were Micro Focus (MCRO), Novacyt (NCYT), and Caledonia Mining (CMCL). (Damian is still positive about CMCL!). The format, each ‘slammer’ has 3 minutes to ‘slam’ their stock followed by 3 minutes of audience questions. We have to award the most innovative 'slam' to Leo Investor who took the StockSlam to a new level of ingenuity! We are in no doubt what Thruvision (THRU) does! These are just ideas, remember the presenter probably is talking their own book. Please do your own research! If you’d like to slam at a future StockSlam, please contact me via the PIWORLD contact page. These events are dependent on the 'Slammers'. 00:20 Introduction by Damian Cannon 03:41 Driver Group (DRV) – Damian Cannon 10:24 Crystal Amber (CRS) – Dee O’Hare 17:08 S&U (SUS) - Lewis Robinson 23:30 UP Global Sourcing (UPGS) – Mark Bentley 30:21 RBG Holdings (RBGP) – Jack Brumby 37:18 Pebble Beach Systems (PEB) – James Nelson 44:13 Thruvision (THRU) – Leo Investor 52:46 MISSION (TMG) – David Thornton 01:00:00 Marshall Motor Holdings (MMH) - D’Arcy Andrews 01:06:35 Damian Cannon closing remarks
Thank you to all the 'slammers', it doesn't happen without you!
The next Stockopedia/PIWORLD StockSlam is Wednesday 9th February, 6pm, please register via the events page.
A fascinating interview with Simon Laffin on what investors need to know about decisions made in the boardroom. Including, the most common problems facing a board. Simon's personal insight of his most uncomfortable experiences. How to spot fraud. LTIPs. The key financial metrics the Board should focus on. What to look for in acquisitions or bids. Forthright views from 30 years on different boards, all discussed in his new book Behind Closed Doors. Nuggets for investors to digest to be more aware of in their research. 00:18 Introduction 00:57 Simon’s background and what inspired the book 01:57 Why this is of interest to investors 02:53 What are the most common problems in the boardroom? 05:39 Simon's most uncomfortable board experience? 12:07 The most important financial metrics for the board to be aware of? 20:30 Do Board Directors and The City have a good moral compass? 22:40 LTIPS and remuneration 29:06 Acquisitions 40:36 How can we spot a bad board? 45:23 The book: Behind Closed Doors: The Boardroom, how to get in, get on and make a difference; and where to find Simon.
Amazon links to the books mentioned: Behind Closed Doors - Simon Laffin The Signs were there - Tim Steer Accounting for Growth - Terry Smith
About Simon Simon Laffin is an experienced chairman and non-executive director. He has served on both public and private boards, as well as having worked in private equity and been a FTSE-100 CFO. He is currently a non-executive director at Dentsu Group Inc (a Japanese-based global media company) and Watkin Jones plc (a listed UK property company). Previously, he has chaired Assura plc, Flybe Group plc and Hozelock Group, and served as a non-executive on Quintain Estates & Development plc, Aegis Group plc, Mitchells & Butlers plc, and Northern Rock plc (as part of the rescue team). His early career stretched from being a milkman, working in a post-room, to being a store manager and CFO at Safeway plc.
Simon is passionate about making boards work better, for directors to learn from their own and others’ mistakes, for greater diversity at all layers of management, but especially in the boardroom, and for regulators to participate in helping boards make better decisions (instead of taking pot shots from the sidelines).
Contact Simon through his website: http://www.simonlaffin.com/
GetBusy's CEO, Daniel Rabie outlines what the business does, the market drivers and the growth strategy through organic growth and acquisition, including the two new acquisitions of Quoters and DocDown. GETB aspire to double their ARR over the next 5 years. 00:21 What Get Busy does 00:55 Market drivers 02:30 The growth strategy 03:10 Acquisitions: 1. Quoters 2. DocDown 04:38 The opportunity
GetBusy plc is a United Kingdom-based company. The company is engaged in document management software business. The Company’s product offering includes Virtual Cabinet and SmartVault. The Virtual cabinet is document management software focused on the medium size to enterprise size content management (ECM) markets. It is used by accounting firms in the United Kingdom. SmartVault product is document management software targeting the professional small and medium enterprise (SME) market. The Company has operations across the United Kingdom, United States, Australia and New Zealand.
Andy Brough initiated a challenge to private investors and fund managers back in May 2021. Referencing a stock mentioned in the StockChallenge Andy Tweeted: "A stock I have never heard of or met, maybe I should just have an information forum where people pitch ideas to fund managers. Just need to get a few more. Could be like judgement day (for those who remember his column in The Sunday Times) in reverse. Any other fund managers up for it?" Fortunately they were! Here, we bring you a fund manager panel of Andy Brough, Schroders, Judith MacKenzie, Downing and Stephen English, Stellar Asset Management, who listen to pitches by John Marriott (@F15JCM), Rebecca Stewart (@Reb40 AKA Aston Girl), Ryan Rahimikia (@Ryankia2) and Richard Crow (@RebelHQ AKA Cockney Rebel). Both sides, the pitches, and the fund managers questions and comments are enlightening. The format is work in progress. Get in touch with any comments. If you would like to get your name and a stock idea in front of top fund managers to 'Sell it to the City', contact via the PIWORLD contact page (link below). 00:18 Introduction & background. 02:13 John Marriott – Brave Bison (BBSN). 09:46 Fund manager questions on Brave Bison. (Mentions Mission (TMG) & STV (STVG)). 14:30 Fund manager feedback on Brave Bison. (Mentions Digitalbox (DBOX)). 18:00 Rebecca Stewart – Springfield Properties (SPR). 22:20 Fund manager questions Springfield Properties. 25:08 Fund Manager feedback on Springfield (Mentions: MJ Gleeson (GLE)). 27:45 Ryan Rahimikia: TransferWise (WISE). 34:30 Fund manager questions on TransferWise. (Mentions: Alpha Fx (AFX)) 41:30 Fund manager feedback on TransferWise. 45:11 Richard Crow – Creightons (CRL) 51:00 Fund manager questions on Creightons. (Mentions Warpaint (W7L) 57:28 Fund manager feedback on Creightons. 01:00:52 The results: who Sold it to the City?
If you would like to pitch at the next Sell it to the City, please contact us here.
Vertu CEO Robert Forrester, and CFO, Karen Anderson present interim results for the period ended 31st August 2021. Record results with profit before tax of £51.8m due to the favourable used vehicle market conditions and outperforming market trends. For the full year, they guide ahead of expectations with adjusted profit before tax of no less than £65m (previously £50-55m), the highest ever. A comprehensive presentation with full details on all business areas and the strategy going forward. The presentation slides can be downloaded here: https://drive.google.com/file/d/1nunJ22BR-qSx5WBZSh0JTXqTlyvkP3ob/view?usp=sharing Robert Forrester, CEO 00:05 Introduction 00:36 The history & highlights of H1 FY22 05:21 H1 FY22 financial KPIs (slide 5)
Karen Anderson, CFO 06:20 Financial results
Robert Forrester, CEO 16:11 Strategic update (slide 13) 38:20 Current trading and outlook
Vertu Motors plc is an automotive retailer in the United Kingdom. The principal activity of the Company is the sale of new cars, motorcycles, and commercial vehicles and used vehicles, together with related aftersales services. The Company is engaged in the provision of management services to all subsidiary statutory entities. The Company operates a chain of franchised motor dealerships offering sale, servicing, parts and bodyshop facilities for new and used car and commercial vehicles. The Company also operates various franchise dealerships, such as Volvo, Volkswagen, Land Rover, Audi, Mercedes-Benz and Jaguar, and operates Honda dealerships in the United Kingdom. The Company operates approximately 125 franchised and over three non-franchised operations across England and Scotland. The Company's subsidiaries include Bristol Street First Investments Limited, Bristol Street Fourth Investments Limited, Vertu Motors (VMC) Limited and Grantham Motor Company Limited.
Produced by BRR Media. Distributed by PIWORLD.
1Spatial's CEO, Claire Milverton and CFO, Andy Fabian present 1Spatial’s interim results for the period ending 31 July 2021. Claire Milverton, CEO. 00:17 Introduction 00:58 Overview of 1Spatial plc 01:41 The importance of location data 02:59 Growth gear change 04:06 Proof the strategy is working 05:10 NUAR contract 06:06 Defra and the Rural Payments Agency contract 06:30 HM Land Registry contract 06:57 New UK Government contract 07:17 Next generation 911 contract
Andy Fabian, CFO 08:12 HY22 highlights 09:17 Growth in ARR 10:46 Regional revenue growth 11:39 Summary P&L and margin 12:50 Cash flow 14:14 Financials conclusion
Claire Milverton, CEO. 15:03 Market, strategy & opportunity 15:12 Transformational market opportunity 16:09 Delivering on the growth strategy 19:02 Outlook 21:07 Q&A
Claire Milverton, CEO. 32:42 Closing remarks
1Spatial plc is a holding company. The Company's principal activity is the development and sale of information technology software along with related consultancy and support. It operates through three segments: Geospatial, Cloud Services and Central costs. The Geospatial segment includes the core 1Spatial Group, including France and Belgium, and Laser Scan Inc. The Cloud Services segment is represented by Enables IT and its two smaller businesses: Avisen and Storage Fusion Limited, and its associate, Sitemap Limited. Its geospatial technology enables organizations to manage, validate, integrate and interpret spatial data from different sources. Its products and services include 1Integrate for ArcGIS, 1Spatial Cloud, 1Spatial Management Suite, Elyx Suite, FME, Geocortex, G-Cloud Services, consultancy, support and training. Its clients include national mapping and cadastral agencies, utility and telecommunications companies, and government departments, including census bureaus.
Iain Staples, Fund Manager, on the UK Desk at Schroders, shares how he evaluates dynamic smaller companies for his funds. Firstly, they should make profit and have positive free cashflow, then he describes his four pillars, including their superiority through brand and reputation, then, what he describes as architecture, having the structures in place to operate in any environment; innovation to keep ahead, and strategic assets which make them untouchable. To illustrate, he picks companies with these qualities. He then goes on to give wise advice from his own mistake and gives a view on current markets. A thoroughly entertaining and enlightening interview. 00:41 Iain’s background 03:49 Sectors and themes Iain likes 05:11 Selection criteria for investments 09:58 Innovation: Oxford Instruments (OXIG), Spectris (SXS) Xp Power (XPP), Big Technologies (BIG) 11:54 Strategic assets: Elementis (ELM) 13:00 Are you limited in what you can invest in, by company size? 14:17 What companies offer good value at the moment? 15:03 Eurocell (ECEL) 15:26 Strix (KETL) 17:56 XP Power (XPP) 24:40 Battery storage: Invinity Energy Systems (IES). (PIWORLD interview with CEO of IES https://www.piworld.co.uk/company-videos/piworld-interview-with-invinity-energy-systems-ies-ceo-larry-zulch/) 33:10 Meditech 33:34 Renalytix (RENX) 40:30 Luceco (LUCE) (LUCE H120 results https://www.piworld.co.uk/company-videos/luceco-plc-luce-interim-results-september-2020/) 43:00 Learning from mistakes Saietta (SED); 46:13 NCC (NCC) 49:38 Current market valuations
Iain Staples works on: Schroders UK Smaller Companies Fund: Schroders Dynamic UK Smaller Companies Fund https://www.schroders.com/
About Iain Staples: Iain’s first proper job, after studying maths and theoretical physics at Cambridge and Manchester, was at LEK Consulting, the corporate strategy consultant. After cutting his teeth on anything from potash mines in Spain to launching a low cost carrier for BA, he moved to Hoare Govett in 1999 in its TMT equity research team, just before the dot com bubble started to expand. After it duly popped, he emerged somewhat wiser from the experience and worked for ten years on the sell side, ending up at Altium as a roving analyst. Since 2012, he has worked at Schroders and took on his first fund in 2015.
Personal Group's CEO, Deborah Frost and CFO, Sarah Mace present the interim results for the period ended 30 June 2021. They are in the sweet spot providing benefits and services to improve employee wellbeing and engagement. Although hit by CV19 they are now benefiting from strong market tail winds with the insurance business picking up, Sage Employee Benefits demonstrating a significant growth in ARR and client numbers and HapiFlex delivered and live for the first client. This includes a helpful client testimonial from Sage. Deborah Frost, CEO 00:17 – Introduction & business overview 02:40 – Highlights
Sarah Mace, CFO 05:15 – Financial results
Deborah Frost, CEO 12:51 – Strategic & operational review 21:48 – HapiFlex by Personal Group 24:45 – Sage Employee Benefits 30:30 – Innecto 31:51 – Let’s Connect 32:28 – Key takeaways
33:40 – Q&A 40:27 – Closing remarks
Personal Group Holdings PLC (PGH) is a United Kingdom-based employee benefits and services provider. The Company is principally engaged in transacting short-term accident and health insurance and providing employee services in the United Kingdom (UK). PGH's employee engagement and wellbeing services are delivered through its application, Hapi. The Company's segments include Core Insurance, IT Salary Sacrifice, software as a service (SaaS) and Other. The Core Insurance segment comprises of Personal Assurance Plc, a subsidiary of the Company, which is engaged in underwriting insurance policies. The IT salary sacrifice segment refers to the trade of PG Let's Connect, a salary sacrifice technology. The SaaS segment is engaged in offering Hapi platform. The Other segment consists of Berkeley Morgan Group (BMG) and its subsidiary undertakings, and Personal Management Solutions (PMS). Its clients include Francis Crick Institute, Bristol Airport, Arsenal Football Club and The British Library.
Air Partner’s CEO Mark Briffa discusses interim results for the period ended 30 June 2021. A very positive period resulting in another upgrade to expectations for the full year. We start to see how the strategy is coming together, including the recent acquisition of Kenyon. 00:29 Overview of the period 01:38 Strategy update 02:43 Kenyon 03:52 Outlook
Air Partner PLC is a United Kingdom-based aviation services company. The Company provides worldwide solutions to industry, commerce, governments and private individuals. The Company has two divisions: Charter division comprising air charter broking and remarketing and the Air Partner Safety & Security division comprising the aviation safety consultancies, Baines Simmons, Clockwork Research and SafeSkys, as well as Air Partner's Emergency Planning Division. In addition, for reporting purpose, the Company is structured into four divisions: Commercial Jets, Private Jets, Freight (Charter) and Air Partner Safety & Security (Baines Simmons, Clockwork Research, SafeSkys and Air Partner's Emergency Planning Division).
CVS Group's CEO Richard Fairman, CFO, Robin Alfonso & COO, Ben Jacklin present full year results for the year ended 30 June 2021. Impressive numbers with total sales growth up 19.2% and adjusted EBITDA +37.3% with strong tailwinds in the UK pet care sector. Richard Fairman, CEO 00:17 – Introduction & agenda 00:50 – Overview 02:22 – Our integrated model 03:45 – Market & strategy update
Robin Alfonso, CFO 08:14 – Financial review
Ben Jacklin, COO 15:32 – Strategic & operational update
Richard Fairman, CEO 22:31 – Outlook
25:01 – Closing remarks
CVS Group plc is a holding company. The principal activities of the Company are to operate animal veterinary practices, veterinary diagnostic businesses, pet crematoria and an online pharmacy and retail business. Its segments are Veterinary Practice, Laboratories, Pet Crematoria and Animed Direct. The Veterinary Practice segment offers treatment for companion animals, equine and farm animals. The Laboratories segment provides diagnostic services to its veterinary practices and third-parties. Its laboratories provide Biochemistry, hematology, histology, serology and advanced allergy testing. The Pet Crematoria segment offers pet cremation services to its veterinary practices, third-party practices and directly to pet owners. The Animed Direct segment sells prescription and non-prescription drugs, pet food and other animal related products through its Website. It operates approximately 360 veterinary practices, four diagnostic laboratories, seven pet crematoria and an online dispensary.
LCM's CEO, Patrick Moloney, Executive Vice Chairman, Nick Rowles-Davies & CFO, Mary Gangemi present full year results for the year ended 30 June 2021. They achieved sustained growth and strong financials in disrupted market conditions. Going forward they are growing AUM with increased capital available to facilitate continued growth, they have a mature portfolio of high yielding assets, and feel the future market conditions will drive demand for LCM's capital. Patrick Moloney, CEO 00:17 – Introduction & Overview 03:21 – Building scale 06:10 – Maintaining performance
Mary Gangemi, CFO 08:44 – Financial review
Patrick Moloney, CEO 11:23 – Portfolio review
Nick Rowles-Davies, Executive Vice Chairman 20:15 – Market dynamics
Patrick Moloney, CEO 26:55 – Outlook
31:27 – Q&A 54:58 – Closing remarks
Litigation Capital Management Limited is an Australia-based litigation finance company. The Company is an alternative asset manager specializing in disputes financing solutions internationally. It operates through two business models: direct investments and funds management. LCM's investment strategies include single-case, portfolios, and acquisition of insolvency claims. Its single-case investment includes investment in a single dispute globally. Its portfolio includes funding a bundle of single disputes in which LCM's capital investment is collaterally secured against the proceeds of the entire portfolio of disputes. Its acquisition of insolvency claims includes investment in smaller disputes through the acquisition or assignment of the underlying cause of action. The Company's product includes Fully Litigation, Litigation for finance companies, Funding for financial international arbitrations, Law firm/Portfolio funding, Disbursement finance, Security for costs, and others.
Judges' CEO, David Cicurel, Gp FD, Brad Ormsby and COO, Mark Lavelle, present interim results for the period ended 30 June 2021. The Board is confident that the Group will exceed market expectations for the year. The order intake, revenue, profit and cashflow have recovered well from CV19. The organic orders to the end of August are up 23% yoy, although the environment is still challenging,. They have a new £60m five-year bank facility to provide greater acquisition financing capability. David Cicurel, CEO 00:16 – Introduction to Judges 03:02 – Key messages
Brad Ormsby, CFO 06:37 – Financial review
David Cicurel, CEO 21:35 – Growth strategy 32:40 – Outlook 35:11 – Investment case
36:35 – Q&A 51:16 – 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.
FA. Executive Chairman, John Conoley gives an introduction to the company and an overview of the results for the six months ending 30th June 2021. John Conoley, Executive Chairman 00:34 – An introduction to FireAngel 04:04 – H1 21 overview 05:21 – Financial highlights 08:13 – How Have you started to deploy the net proceeds from the £9m fundraised in April? 13:55 – Strategic priorities 15:51 – Summary & outlook
Fireangel Safety Technology Group plc, formerly Sprue Aegis plc, is engaged in the business of design, sale and marketing of smoke and carbon monoxide (CO) detectors and accessories. The Company also operates its own CO sensor manufacturing facility in Canada. The Company is also a provider of home safety products. The Company's principal products include smoke alarms and CO alarms and accessories. Sprue manufactures CO sensors for use in all its CO alarms. Sprue serves in the United Kingdom retail and the United Kingdom's fire and rescue services. The Company offers a range of brands, including FireAngel, AngelEye, Pace Sensors, First Alert, SONA, BRK and Dicon brands. The Company's subsidiaries include Sprue Safety Products Limited, which is engaged in distribution of smoke and CO alarms, and Pace Sensors Limited, which is a manufacturer of CO sensors.
Christopher Mills, CEO, Harwood Capital Management, is fundamentally a value investor with a strategy to extract that value so avoiding value traps. Often, an activist investor who will place management or himself on the board to ensure alignment with shareholders, as is seen in his success with EKF, MJ Gleeson, and Augean, which he discusses. As an early entrant to Life Sciences, he tells us what he likes about the sector, including a deep dive into Circassia, and an update on Sourebio following the lifting of CV19 testing for certain travel. He covers some of his investments that he's excited about, with each, we can hear his strategic thinking, for example with AssetCo where Martin Gilbert, ex Aberdeen Asset Management has joined as Chairman, who is starting to build another leading asset management company; likewise those building blocks with Frenkel Topping and Polar Capital. A very engaging interview that gives us a sense of Christopher, his razor sharp mind, and why he's such a successful investor. 00:49 Christopher’s career and Harwood Capital 03:33 What are you looking for in the companies in which you invest? 05:30 What about life sciences do you like? 08:03 Circassia (CIR) 12:45 Sourcebio International (SBI) 16:58 Clinigen (CLIN) 18:14 Polar Capital (POLR) 20:07 AssetCo (ASTO) 21:34 Frenkel Topping (FEN) 29:15 Successes: how do you find the right strategy & management? MJ Gleeson (29:40), EKF (30:24) & Augean (33:48) 35:50 When it goes wrong 39:03 Why is the discount to NAV so wide for the North Atlantic Smaller Companies IT (NASCIT)? 44:10 Remaining ambitions
Harwood Capital Management: https://www.harwoodcapital.co.uk/
About Christopher Mills Chief Executive Officer and principal shareholder of Harwood Capital Management since 2011. He founded JO Hambro Capital Management with Jamie Hambro in 1993 acting as Chief Investment Officer and Harwood Wealth with Alan Durant in 2013 until their respective sales in 2011 and 2020. He is CEO of North Atlantic Smaller Companies Investment Trust (“NASCIT”) which he has managed since 1982 and Executive Director of Oryx International Growth Fund which he has managed since 1995. NASCIT has delivered a total NAV per share of nearly 200x under Mr Mills’ management and is the winner of numerous Micropal Sunday Telegraph and S&P investment trust awards. He has sat on the Board of over 100 companies during his career including most recently Augean, MJ Gleeson, SureServe, Frenkel Topping and is currently Chairman of EKF Diagnostics and Renalytix AI. He was awarded a scholarship to go to university by Samuel Montagu and has a BA in Business Studies.
The Property Franchise Group CEO, Gareth Samples and CFO, David Raggett present the H1 results for the period ended 30th June 2021. These are record results due to the increased activity in the sales and lettings market. Looking forward, they anticipate the full year to be ahead of expectations. Further, they update on the execution of the strategy with Ewe Move, Hunters, the partnership with LSL and the post-period acquisition of The Mortgage Genie. A very confident presentation. Gareth Samples, CEO 00:17 – Introduction & company overview 06:02 – Summary of the period
David Ragget - CFO 07:01 – Financial results
Gareth Samples, CEO 18:34 – Strategic initiatives 29:08 – Hunters integration update 30:25 – Market update 35:01 – Outlook
36:27 – Q&A 52:31 – Closing remarks
The Property Franchise Group plc, formerly MartinCo PLC (MartinCo), is engaged in residential property franchise business. The Company operates as a franchise model focused on the United Kingdom residential lettings and property management services offered to private clients. It also offers estate agency services. Its brands include Martin & Co, Xperience, Ellis & Co, CJ Hole, Parkers and Whitegates. Martin & Co is a national brand with approximately 200 offices distributed across the United Kingdom. Martin & Co is a specialist lettings and property management business. Xperience brand includes is the property franchise business. Ellis & Co has over 20 offices within the M25 and one office in Tonbridge, Kent. CJ Hole is engaged in selling property within the estate agency market in the South West with over 20 offices throughout Bristol, Somerset and Gloucestershire. Its subsidiaries include Martin & Co (UK) Limited, Xperience Franchising Limited and Whitegates Estate Agency Limited.
Attraqt's CEO, Mark Adams summarises the interim results for the period ending 30th June 2021. 00:30 H1 21 overview 01:45 Highlights of the period 02:49 Progress against strategic priorities 04:46 The new hires 05:30 The future
Attraqt Group plc is a United Kingdom-based company, which enables brands, manufacturers and retailers to optimize the electronic commerce site. Through its platforms, Fredhopper Discovery Platform, Early Birds and software Experience Orchestrator (XO), the Company provides a set of application programming interface (API)-enabled, algorithm-driven, intelligent software as a service (SaaS) services covering personalization, search, navigation, merchandising, recommendations and internationalization. The Company offers a search system that provides a machine learning-based solution for matching a text string entered into a search box on an electronic commerce site against the products on that site. The Company partners with brands and specialist retailers across sectors, including fashion, footwear, homeware, health and beauty, grocery, electronics, business to business (B2B), sports and outdoor.
CVS's CEO, Richard Fairman gives an overview of full year results for the year ended 30th June 2021. 00:21 - FY20 highlights 02:03 - Strategic progress 05:26 - Outlook
CVS Group plc is a holding company. The principal activities of the Company are to operate animal veterinary practices, veterinary diagnostic businesses, pet crematoria and an online pharmacy and retail business. Its segments are Veterinary Practice, Laboratories, Pet Crematoria and Animed Direct. The Veterinary Practice segment offers treatment for companion animals, equine and farm animals. The Laboratories segment provides diagnostic services to its veterinary practices and third-parties. Its laboratories provide Biochemistry, hematology, histology, serology and advanced allergy testing. The Pet Crematoria segment offers pet cremation services to its veterinary practices, third-party practices and directly to pet owners. The Animed Direct segment sells prescription and non-prescription drugs, pet food and other animal related products through its Website. It operates approximately 360 veterinary practices, four diagnostic laboratories, seven pet crematoria and an online dispensary.
Somero CEO, Jack Cooney, CFO, John Yuncza and VP of Finance, Enzo LiCausi outline the interim results for the period ended 30 June 2021. They have experience unprecedented demand, delivering record revenue, profits and operating cashflow. In June, they introduced the Somero SkyStrip expanding their portfolio to 18 products. Looking forward they are planning to increase the operating capacity at the Michigan facility by 35%. As for the outlook, they are raising guidance, expecting revenues of $120m and EBITDA of $42m. A very confident presentation. Jack Cooney, CEO 00:17 - H1 2021 Highlights
John Yuncza, CFO 02:51 - Financial highlights
Enzo LiCausi, VP of Finance 09:25 - Operating results
John Yuncza, CFO 13:22 - Strategy update 18:51 - ESG 21:15 - Outlook
23:49 - Q&A
Jack Cooney, CEO 52:26 - Closing remarks
Somero Enterprises, Inc. is a manufacturer of laser-guided equipment. The Company's equipment automates the process of spreading and leveling volumes of concrete for commercial flooring and other horizontal surfaces, such as paved parking lots in North America. The Company's products include S-22E, S-15R, S-15M, STS-11M, S-840, S-485, CopperHead XD 3.0, Mini Screed C, PowerRake 3.0, 3-D Profiler and SiteShape. Its Somero Floor Levelness System monitors Laser Screed performance, operator performance and reports alert percentages of issues. The Somero SiteShape System allows for grade shaping automatically using users' motor grader, dozer or other grading machine. The Somero 3-D Profiler System allows automatic paving of contoured sites using a Somero Laser Screed equipment. The CopperHead XD machine encounters applications, such as chaired rebar, low slump and poor subgrades. The Somero eXtreme Platform (SXP) allows users use their Laser Screed equipment.
LCM's CEO, Patrick Moloney gives an overview of the period ended 30th June 2021. 00:25 – FY21 highlights 01:50 – Financial performance 02:47 – Portfolio development 05:10 – Measuring success 06:49 – Market dynamics 08:52 – Outlook
Litigation Capital Management Limited is an Australia-based litigation finance company. The Company is an alternative asset manager specializing in disputes financing solutions internationally. It operates through two business models: direct investments and funds management. LCM's investment strategies include single-case, portfolios, and acquisition of insolvency claims. Its single-case investment includes investment in a single dispute globally. Its portfolio includes funding a bundle of single disputes in which LCM's capital investment is collaterally secured against the proceeds of the entire portfolio of disputes. Its acquisition of insolvency claims includes investment in smaller disputes through the acquisition or assignment of the underlying cause of action. The Company's product includes Fully Litigation, Litigation for finance companies, Funding for financial international arbitrations, Law firm/Portfolio funding, Disbursement finance, Security for costs, and others.
Diaceutics CEO, Peter Keeling and CFO, Philip White present the half year results for the period ending 30th June 2021. The DXRX platform services the unmet diagnostic commercialisation needs of the pharmaceutical industry. The engagement from clients on the DXRX platform is ahead of the Board's expectations, and the progress made with their laboratory network during H1, sets them in good stead for H2. They anticipate a more balanced first half, second half weighting compared to previous years. Peter Keeling, CEO 00:17 - Introduction & overview 02:52 - Strategic roadmap 04:13 - Business transformation 09:00 - Highlights
Philip White, CFO 15:55 - Benefits of DXRX 18:19 - Financial highlights
Peter Keeling, CEO 26:24 - Outlook
33:01 - Q&A
49:56 - Closing remarks
Diaceutics PLC is a United Kingdom-based data analytics and implementation services company which services the global pharmaceutical industry. The Company offers end to end services that encompasses from understanding the diagnostic landscape to test implementation into treatment pathways to enable better treatment decisions for patients. The Company’s data analytics and implementation services, including Landscape, Tracking, and Primary Market Research, leverages the diagnostic testing information to provide data-driven insights to drive seamless integration of diagnostic tests into treatment pathways. Its implementation services include Planning, Commercialization and Reimbursement Landscapes, to build the strategies and implement the tactics that drives optimal test utilization, ensuring that patients are getting the right treatment.
RAI's CEO, Soraya Narfeldt, COO, Lars Narfeldt & CFO, Andrew Bolter present H1 results for the period ending 30th June 2021, which are in line with expectations. More details are given on Mozambique, and the significant new contract awards which give a sense of the outlook and the strength of the business going forward. It includes Q&A from the investor audience. Soraya Narfeldt, CEO 00:16 - Introduction & agenda 00:44 - H1 21 Headlines
Andrew Bolter, CFO 01:54 - Financial performance 06:01 - Operational focus
Lars Narfeldt, COO 06:34 - Mozambique update 09:17 - Strategic execution 16:54 - ESG
Andrew Bolter, CFO 18:54 - Outlook
Soraya Narfeldt, CEO 20:45 - Summary
21:51 - Q&A 31:51 - Closing remarks
RA International Group PLC is a United Kingdom-based remote site service provider. The Company offers integrated camp services, from the construction of camp facilities to full life support services- including camp catering and camp maintenance services for clientele operating in remote and challenging environments. It focuses on providing remote site solutions for those involved in humanitarian operations, and the oil and gas and mining industries. The Company’s service offerings include construction, operation and maintenance, integrated facilities management, supply chain, and accommodation. It provides its services to mining, oil and gas, and humanitarian.
Bonhill's CEO, Simon Stilwell and CFO, Sarah Thompson present the interim results for the period ended 30th June 2021. Simon Stilwell, CEO 00:17 – Introduction & Agenda 00:42 – H1 Headlines
Sarah Thompson, CFO 01:54 – Financial results
Simon Stilwell, CEO 04:42 – Rebranding 05:39 – Global events 06:46 – ESG 08:07 – H2 Focus on delivery 08:59 – Summary & Outlook
Bonhill Group PLC, formerly Vitesse Media Plc, is a United Kingdom-based business to business (B2B) media company. The Company provides business information, live events and data and insight propositions to international technology, financial services and diversity business communities. Business information includes digital/print magazines, online portal, digital content, video, audio, content syndication and marketing services. Live events include various formats, such as awards, summits, conferences, career fairs and workshops. Data and insight include industry research programs, white papers, market research and survey, directories, industry/company data product, workflow management solution and bespoke consultancy. The Company’s flagship titles include SmallBusiness.co.uk, Information Age, GrowthBusiness.co.uk and What Investment.
MADE CEO, Philippe Chainieux and CFO Adrian Evans outline the highlights of the period, including a strategy update and financial review. 00:18 Introduction by Philippe Chainieux, CEO 00:40 Video highlighting the H1 achievements 02:17 The key figures & core strengths by Philippe Chainieux, CEO 07:10 The financial review by Adrian Evans, CFO 10:33 Summary and outlook by Philippe Chainieux, CEO
Made.com Group Plc is a United Kingdom-based holding company. The Company through its subsidiary, Made.com Limited, is engaged in the online retail of furnishings and homeware. The Company operates under two reportable segments: UK operations and Continental Europe operations. It sells its products across the United Kingdom, Germany, Switzerland, Austria, France, Belgium, Spain and the Netherlands through its e-commerce platform. The Company partners with over 150 established and up-and-coming designers, artists and collaborators. The Company's subsidiaries also include Made.com Design Ltd, Made.com Netherlands B.V, Made.com Trading Limited and Made.com Company Limited.
SThree CEO, Mark Dorman and CFO, Andrew Beach give a trading update for Q3 2021. A very strong performance for the group with net fees up 11% in the quarter. Investment will gather pace through the remainder of the year with the benefits to be seen FY22. The outlook for the full year is anticipated to be significantly ahead of expectations , following the upwards revision provided in June 2021. Mark Dorman, CEO 00:18 – Q3 Summary
Andrew Beach, CFO 01:53 – Financial highlights
Mark Dorman, CEO 07:38 – Q3 Outlook 08:56 – Q&A 16:30 – Closing remarks
SThree plc is an international staffing company, which provides specialist recruitment services in the science, technology, engineering and mathematics (STEM) industries. The Company provides permanent and contract staff to sectors, including information and communication technology (ICT), banking and finance, life sciences, engineering and energy. The Company's segments include the United Kingdom & Ireland (UK&I), Continental Europe, the USA, and Asia Pacific & Middle East (APAC & ME). The Company's recruitment brands include Computer Futures, Progressive Recruitment, Huxley and Real Staffing. The Company's other brands include Global Enterprise Partners, Hyden, JP Gray, Madison Black, Newington International and Orgtel. The Company delivers contract, permanent, projects, retained and executive search recruitment solutions. Its support and mobility services offer contracting, relocation and relevant visa support. It provides resources to support its brands with contractor services.
Pebble's CEO Chris Lee, and CFO Claire Thomson present the interim results for the period ending 30 June 2021. Revenues are returning to strength, 39% ahead of HY20. Facilisgroup achieved an adjusted EBITDA margin of 54.6%, and they maintain their aspiration to grow annual recurring revenue to $50m by the end of FY24. Brand Addition revenues for FY21 are expected to be ahead of FY20 & FY19. For the outlook, management expect the full year to be at least in line with expectations. Chris Lee, CEO 00:17 – Introduction 01:35 – HY21 highlights
Facilisgroup Claire Thomson, CFO 02:24 –Financial highlights
Chris Lee, CEO 08:44 – Operational metrics
Brand Addition Claire Thomson, CFO 19:27 –Financial highlights
Chris Lee, CEO 25:15 – Operational metrics
The Pebble Group 29:39 – ESG 31:09 – Outlook
32:18 – Q&A 38:41 – Closing remarks
The Pebble Group PLC is a United Kingdom-based company that provides products, services and technology to the global promotional products industry. The Company operates through two businesses: Brand Addition and Facilisgroup. Brand Addition is its promotional product merchandise business that provides promotional products to global brands. Brand Addition, through its network, sources and provides promotional product solutions to clients, who operate in sectors which include health and beauty, fast moving consumer goods, transport, technology, banking and finance and charity. Facilisgroup is the Company’s software as a service (SaaS) business that provides subscription-based services to small and medium enterprise (SME) promotional product distributors in the United States and Canada. Facilisgroup’s suite of services includes business intelligence software and community events.
This is the fifth virtual StockSlam hosted by Damian Cannon. Not only is it great fun, the track record has been pretty impressive with each portfolio of ten picks up as follows: from February 2021 +23%, April +18.5%, May +10% and June +9.6%. The single stock winner has been Tekcapital (TEK) up 186%, followed by Renold (RNO) +63% and Cakebox +51%. The format, each ‘slammer’ has 3 minutes to ‘slam’ their stock followed by 3 minutes of audience questions. These are just ideas, the presenter probably is talking their own book. Please do all your own research! If you’d like to slam at a future StockSlam, please contact me via the PIWORLD contact page. 00:20 Introduction by Damian Cannon 03:00 Damian Cannon: Robert Walters (RWA) 09:11 Tamzin Freeman: Argentex (AGFX) 14:40 Alex Schlich: Capita (CPI) 21:36 David Carle: Belvoir (BLV) 28:15 Twenties Trader: AB Dynamics (ABDP) 35:34 Mark Simpson: Base Resources (BSE) 42:05 David Thornton: Totally (TLY) 48:40 Lawrence Judd: Watches of Switzerland (WOSG) 55:46 Edmund Shing: Geiger Counter (GCL) 01:02:45 Alan Firth: Quiz (QUIZ) 01:08:00 Damian Cannon closing remarks
Thank you to all the presenters. The next Stockopedia/PIWORLD StockSlam is Wednesday 8th October, 6pm, register via the events page
Emis’s CEO, Andy Thornburn and CFO, Peter Southby present interim results for the six months ended 30 June 2021. Revenue and adjusted operating profit were ahead of both H1 20 and 19. Recurring revenue represents 79%. The dividend has grown to 10%. EMIS Enterprise was boosted by the use of the Outcomes4Health solution to support the CV19 roll-out in England. EMIS-X development continues and is building strong foundations for future growth. The outlook is in line with expectations for the full year. Andy Thorburn, CEO 00:17 Introduction
Peter Southby, CFO 01:00 Financial highlights 02:43 Income statement 04:10 Segmental analysis 05:13 Revenue analysis 06:26 Cash flow 07:43 Balance sheet 08:21 Guidance and trends
Andy Thorburn, CEO 10:00 Operational review 11:17 H1 positive progress 14:50 Healthcare market evolution 18:00 Accelerating growth over the coming years 28:49 Market positioning and capabilities 29:55 Outlook
EMIS Group plc provides healthcare software, information technology and related services in the United Kingdom. The Company’s segments include Primary & Community Care and Community Pharmacy. The Company serves various healthcare markets under the EMIS Health brand. The Primary & Community Care division provides clinical information technology (IT) systems for general practitioners (GPs) and commissioners. The Community Pharmacy division is an integrated community pharmacy dispensary and retail system. EMIS Health provides clinical software to customers across the healthcare sector. Its brand EMIS Care specializes in the delivery of diabetic retinopathy eye screening.
PIWORLD catches up with Larry Zulch, CEO at Invinity Energy Systems (IES), who gives an overview of the business and Vanadium Flow Batteries (VFB). We get details of some of the projects IES is working on and the exciting joint venture with Siemens Gemesa Renewable Energy. Finally, we get an update about the major shareholders and what investors can expect in the short, medium and long term. 00:32 What does Invinity Energy Systems (IES) do? 00:59 What is a Vanadium Flow Battery (VFB)? 03:09 What is the competitive landscape? 04:17 Projects IES are working on 06:07 The JV with Siemens Gemesa Renewable Energy 08:55 What Larry is most excited about at the moment? 09:57 The major shareholders 11:18 What should investors expect in the short, medium and long term?
Invinity Energy Systems PLC, formerly Redt Energy Plc, is a jersey-based vanadium flow battery company. The Company’s vanadium flow batteries are a form of non-degrading energy storage, already deployed and a key alternative to conventional lithium-ion batteries. The vanadium flow batteries are a form of heavy-duty, stationary energy storage, used primarily in high-utilization applications such as being coupled with industrial scale solar generation for distributed, low-carbon energy projects. Its flow batteries store energy in a non-flammable, liquid electrolyte, held in tanks within a self-contained module. Its storage markets are Europe, North America, Asia, Australasia and Africa.
Headlam's CEO, Steve Wilson & CFO, Chris Payne outline the interim results, key accomplishments in the period and current trading. Steve Wilson, CEO 00:18 – Introduction & agenda 01:16 – Headlam overview & COVID-19
Chris Payne, CFO 05:05 – Financial performance
Steve Wilson, CEO 22:55 – Operational performance 29:35 – Key accomplishments in the period 33:51 – Corporate governance 36:21 – Current trading & Summary
Headlam Group Plc is a United Kingdom-based company, which is engaged in the marketing, supply and distribution of a range of floorcovering products. The Company's operations are focused on providing customers, principally independent floorcovering retailers and contractors, with a range of floorcovering products supported by a next day delivery service. The Company operates through 56 operating segments in the United Kingdom and five operating segments in Continental Europe. Each operating segment is a trading operation aligned to the sales, marketing, supply and distribution of floorcovering products. The Company's activities and facilities are located throughout the United Kingdom, France, Switzerland and the Netherlands. Its business in France operates from approximately two distribution centers and over 20 service centers, and the businesses in Switzerland and the Netherlands each operate from a single distribution center.
With inflation, resources used in electrification, and for new technologies, there may be more appetite for mining stocks from investors who normally avoid the sector. Here, Richard Greenfield, Co-Founder of Tamesis Partners, specialists in global mining and natural resources, shares how newbies can evaluate mining stocks. This is a fantastic overview that may require a few listens; everything from the market overview, where we’re at in the cycle, to how to dip your toe into the sector. Some great nuggets such as, ‘mines are made, not found’, the people are key; and he recommends that the mine should be large enough to attract institutional interest. Of course, the investment hinges on NPV, IRR (greater than 20%); and as with all investments CAPEX, margins and returns. Richard ends with three examples of mining sector stocks that he likes using the evaluation criteria outlined. This is superb. A sector not without risk, but with Richard’s guidance, you should be better armed to understand those risks and the factors you need to evaluate. 00:18 Introduction 01:00 Richard’s background & Tamesis Partners 03:30 What’s the composition of the global metals and mining industry? 05:06 How important is London v other exchanges? 07:00 Where should we look to make money in the current climate? 09:53 Why have equities lagged commodity prices? 10:45 Commodities are highly priced at the moment, will that continue? And what are the drivers? 14:45 How do commodities and equities move with each other? 18:17 What’s the best way for a newbie to play the sector? 22:39 When do you want to get into a mine? 25:57 What makes a good mine and how do you value it? 30:29 What is a good margin for a mine? 32:48 What’s the returns and success rate? 37:57 What are the risks to look out for? 40:41 Richard’s picks of the sector for your further research: 44:04 Tridant Royalties (TRR) 50:04 Shanta Gold (SHG) 55:07 Capital (CAPD)
About Richard Greenfield Richard qualified as a chartered accountant with PricewaterhouseCoopers in 2003 before commencing an investment banking career in 2005, almost all of which has focused on the mining sector. While at Ambrian Partners Richard worked alongside Charlie Bendon as part of that firm’s Extel #1 ranked mining team, acting as Nominated Adviser to a large portfolio of junior and mid-tier companies and concluding a wide range of IPO, secondary financing and M&A transactions. Richard joined GMP Securities Europe LLP as a partner in 2010 as part of a significant expansion of GMP’s London operations, with a particular focus on dual and overseas listed companies and cross-border advisory transactions.
www.tamesispartners.com LinkedIn: www.linkedin.com/company/tamesis-partners-llp Tamesis Partners research on Research Tree: www.research-tree.com/providers/tamesis-partners
Air Partner CEO Mark Briffa gives an overview of the Kenyon International acquisition, announced 27th August 2021. 00:18 Rationale for the acquisition 00:45 What does Kenyon International do? 01:33 Are AIR moving out of aviation? 02:03 How did AIR fund the acquisition? 02:17 What acquisitions will AIR look at next?
Founded in 1961, Air Partner is a global aviation services group providing aircraft charter and aviation safety & security solutions to industry, commerce, governments and private individuals, across civil and military organisations. The Group has two divisions: Air Partner Charter, comprising Group Charter, Private Jets, Freight and Specialist Services; and Air Partner Safety & Security (formerly Consulting & Training), which comprises Baines Simmons, Redline Assured Security and Managed Services. Air Partner has 18 locations across four continents, with its headquarters located alongside Gatwick airport in the UK. The group employs around 450 professionals globally and operates 24/7. Air Partner is listed on the London Stock Exchange (AIR) and is the only publicly listed air charter broker and aviation safety & security consultancy. It is ISO 9001:2015 compliant for commercial airline and private jet solutions worldwide. More information is available on the Company's website (www.airpartnergroup.com).
This is third party produced content published by PIWORLD.
Keelan Cooper, Financial Analyst at Stockopedia gives us the background and findings of The Stockopedia IPO Survival Guide. Fascinating evidence that small and micro cap IPOs bought on the first day of trading and sold around the sixth month after the IPO will give a better performance. 00:42 How Keelan got into investing and working at Stockopedia 01:53 Why did you decide to research IPOs & how did you go about it? 03:36 Are IPOs the opportunity to buy a multi-bagger. 04:37 Was there a correlation between management/PE staying in or getting out? 05:37 It looks like timing is the most important but what else should we be looking at? 06:45 How quickly do Stockopedia get IPOs listed, and how long does it take meaningful information for quality and value? 08:16 Wouldn’t you say that higher quality and valuation metrics and small-cap stocks do better for IPOs but wouldn’t that be the same for all stocks? 09:47 You mention aggressive IPO pricing and promotion, who are the main culprits? 10:32 What are the IPO changes proposed by the Chancellor of the Exchequer? 11:25 Do you have any tips to get in at the IPO price? 11:50 Do Stockopedia have any plans to list new IPOs? 12:20 You talk about Tech, Health, Financial and Energy have performed better than Consumer Cyclicals, Telecoms, and Utilities. Wouldn’t that be the case for the wider market anyway? 13:04 You say large cap international IPOs have been poor investments, did you find the same for international small cap and micro caps? 13:47 Were there additional findings in the report that didn’t make the final report? 15:02 IPOs coming up? 16:08 Find the IPO survival guide at: https://why.stockopedia.com/ipo-survival/
Robert Forrester, CEO & Karen Anderson, CFO present the company, the financials, the current market dynamics and the outlook, followed by an extensive Q&A with no questions unanswered. Straight, direct and informative. A values driven company with professionalism, integrity, opportunity and commitment high up there. Their strategic focus is on growth, digitalisation, costs, ancillary businesses within a supportive environment for staff and customers. Disciplined capital allocation is discussed including share buybacks and acquisitions. Although dividends were halted during the pandemic they are anticipated to be re-established at interim FY22. A great overview of the evolving trends across customers, the industry, technology and sustainability, with a more in depth discussion around digitalisation. Outlook FY22 adj PTP £40-45M, with good momentum, and obvious supply constraints although this does lead to robust margins. Essential watching if you're interested in Vertu or the sector. APOLOGIES FOR THE POOR QUALITY AUDIO. Robert Forrester, CEO 00:17 – Introduction & agenda 00:54 – FY21 Highlights 03:50 – Dealership portfolio 04:36 – Group strategy
Karen Anderson, CFO 06:43 – Financial highlights
Robert Forrester, CEO 12:07 – Market trends 22:59 – Outlook
26:20 – Q&A
Robert Forrester, CEO 59:09 – Closing remarks
Vertu Motors plc is an automotive retailer in the United Kingdom. The principal activity of the Company is the sale of new cars, motorcycles, and commercial vehicles and used vehicles, together with related aftersales services. The Company is engaged in the provision of management services to all subsidiary statutory entities. The Company operates a chain of franchised motor dealerships offering sale, servicing, parts and bodyshop facilities for new and used car and commercial vehicles. The Company also operates various franchise dealerships, such as Volvo, Volkswagen, Land Rover, Audi, Mercedes-Benz and Jaguar, and operates Honda dealerships in the United Kingdom. The Company operates approximately 125 franchised and over three non-franchised operations across England and Scotland. The Company's subsidiaries include Bristol Street First Investments Limited, Bristol Street Fourth Investments Limited, Vertu Motors (VMC) Limited and Grantham Motor Company Limited.
Mark Pickett, CEO & Diane McIntyre, CFO present H1 results, giving an overview of the strategy, financial performance and the outlook. In summary, they have grown annual recurring revenue (ARR) 5%; expanded the market opportunity, with new products and geographic expansion; have a strong pipeline of opportunities with existing and new customers; strong cashflows with continued investment in future growth. With a positive start to 2021, they anticipate the full year will be slightly ahead of expectations. Mark Pickett, CEO 00:17 – Introduction 00:49 – Overview 02:18 – Product portfolio 06:01 – Delivering against 2021 objectives 07:54 – Key wins 12:31 – ARR growth & addressable markets 13:59 – ESG
Diane McIntyre, CFO 15:22 – Financial performance
Mark Pickett, CEO 26:23 – Summary
Tribal Group plc is a pioneering world-leader of education software and services. Its portfolio includes Student Information Systems; a broad range of education services covering quality assurance, peer review, benchmarking and improvement; and student surveys that provide the leading global benchmarks for student experience. Working with Higher Education, Further and Tertiary Education, schools, Government and State bodies, training providers and employers, in over 55 countries; Tribal Group's mission is to empower the world of education with products and services that underpin student success.
TRIG interim results 2021 presentation given to analysts and investors on 6.8.21 by the management team. 00:05 Introductory video
Helen Mahy, Chairman 00:17 Overview
Richard Crawford, Director, InfraRed Capital Partners 01:35 TRIG’s purpose & performance 03:25 Track record
Phil George, Director, InfraRed Capital Partners 05:58 Financial highlights 16:02 Funding, investments & commitments
Chris Sweetman, Operations Director, RES 17:05 Production
Jaz Bains, Group Risk Investment Director, RES 20:59 Value enhancements 23:04 Sustainability
Minesh Shah, Investment Director, InfaRed Capital Partners 24:15 Sustainability 25:44 Acquisitions and portfolio construction 28:38 Forecast new capacity
Richard Crawford, Director, InfraRed Capital Partners 29:18 Summary
Renewables Infrastructure Group Limited is a Guernsey-based closed-ended investment company. The Company invests in operational renewable energy generation projects, predominantly in onshore and offshore wind and solar photovoltaics (PV) segments, across the United Kingdom and Northern Europe. Its portfolio consists of over 70 wind, solar and battery storage projects with aggregate net generating capacity of approximately 1,664megawatts (MW). Its assets are located across United Kingdom, Ireland, France, Sweden and Germany. InfraRed Capital Partners Limited is the Company’s investment manager.
Produced by BRR Media. Distributed by PIWORLD.
Following the acquisition of Emma Hardie Ltd announced 29th July 2021, PIWORLD talked to some of the management team about the background and rationale to the acquisition, and the Company's plans for integrating and developing the Emma Hardie brands. Pippa Clark, Global Sales & Marketing Director/Deputy MD 00:48 Can you tell us a little bit about Emma Hardie? 01:35 Why has Creightons acquired Emma Hardie? 05:28 What revenue growth do you think you’ll get from the brand? 07:37 What can we expect this to do to margins?
Barry Cook, Acting Managing Director Emma Hardie 08:44 How does it feel to be acquired by Creightons? 10:50 How did you know of Creightons? 11:58 What does Creightons offer to you?
Eamon Murphy, Group Finance & Commercial Director 13:18 How have you justified the valuation you’re paying for Emma Hardie? 16:03 What synergies do you think you’ll achieve? 16:34 How will you finance the acquisition? 17:27 Were the revenues and profits of Emma Hardie impacted by CV19, which made a difference to the valuation?
Bernard Johnson, Group Managing Director 18:10 Does the acquisition pose any operational integration challenges? 18:47 How long do you think it will take to fully integrate? 19:24 Will there be operational benefits? 20:09 Where geographically will it be based? 20:42 Why has the acquisition happened now? 21:51 Can you summarise how that takes you closer to your 2024 aspirations?
Creightons plc is engaged in the development, marketing and manufacture of toiletries and fragrances. The Company operates through three business streams: private label business, contract manufacturing business and branded business. Its private label business focuses on private label products for high street retailers and supermarket chains. Its contract manufacturing business develops and manufactures products on behalf of third party brand owners. Its branded business develops, markets, sells and distributes products it has developed and owns the rights to. Its product portfolio includes bath and shower care, haircare, body care, baby and maternity, and fragrances, among others. Its services include market analysis, creative concept generation, product development, brand development, manufacturing and logistics. Its brands include Frizz No More, Volume Pro, Argan Body, Argan Smooth, Keratin Pro, Perfect Hair, Bronze Ambition, Sunshine Blonde, Beautiful Brunette and Just Hair.
Richard Whiting, Chief Executive and Chris Belsham, CFO outline the full-year 2021 results for the period ending 31st May 2021. It was another strong set of results, ahead of expectations set before the pandemic demonstrating continued performance, delivery and resilience. Richard Whiting, Chief Executive 00:18 Introduction and key highlights 01:52 Summary of financial results
Chris Belsham, CFO 08:07 Financial review
Richard Whiting, Chief Executive 14:45 Development strategy
Richard Whiting, Chief Executive & Chris Belsham, CFO 16:30 UK fuel market & acquisition strategy
Richard Whiting, Chief Executive 21:21 ESG framework 23:41 Summary and outlook
Richard Whiting, Chief Executive & Chris Belsham, CFO 25:48 Q&A
NWF Group plc is engaged in the manufacture and sale of animal feeds, the sale and distribution of fuel oils, and the warehousing and distribution of ambient groceries. The Company operates through three segments: Feeds, Food and Fuels. The Feeds segment is engaged in the manufacture and sale of animal feeds and other agricultural products. The Food segment is engaged in warehousing and distribution of clients’ ambient grocery and other products to supermarket and other retail distribution centers. The Fuels segment is engaged in the sale and distribution of domestic heating, industrial and road fuels. The Company’s subsidiary, Boughey Distribution Limited, is engaged in warehousing and food distribution. Its subsidiaries, NWF Agriculture Limited, S.C. Feeds Limited, New Breed (UK) Limited and Jim Peet (Agriculture) Limited, are engaged in animal feedstuffs and seeds supply. Its subsidiaries, NWF Fuels Limited and Staffordshire Fuels Limited, are engaged in fuel distribution.
David Hampstead, CEO and Eva Hang, CFO outline the business following the IPO on Aquis Exchange earlier this year and elaborate on the full-year 2021 results. A comprehensive overview of what Samarkand offers their customers; their markets and all the moving parts of the last year, including CV-19, Chinese regulation and a very dynamic Chinese market and their acquisitions and aacquisition strategy. David Hampstead, CEO 00:18 Introduction and about Samarkand 01:29 Executive summary
Eva Hang, CFO 03:46 Financial highlights
David Hampstead, CEO 06:21 The Chinese market & how SMK access it: Nomad Distribution, Checkout & Analytics 09:49 Brand ownership: Probio 7 15:49 Acquisition: Zita West 16:50 The market: CV19; Chinese regulation; innovation and livestream products etc 21:56 Strategic update and focus for the next year 23:30 Summary and outlook
Samarkand Group plc is a United Kingdom-based company that enables its wholly owned and third-party consumer brands to access Chinese consumers through cross-border electronic commerce. The Company serves brands from the health and beauty sectors. Its software platform, the Nomad platform, provides a direct-to-consumer route to the electronic commerce market. The Company's platform offers five technology and service solutions: Nomad Checkout, Nomad Storefront, Nomad Commerce, Nomad Analytics and Nomad Distribution. Nomad Checkout is a software as a service (SaaS) based solution that integrates with electronic commerce software providers. Nomad Storefront supports the operation of electronic commerce stores on Chinese platforms. Nomad Commerce offers customizable electronic commerce solution. The Company's platform is integrated with electronic commerce and social media platforms, as well as payment, logistics and customs systems.
Tekmar Group (AIM: TGP), a leading provider of technology and services for the global offshore energy markets, hosted a virtual Capital Markets Day event for investors on 22 July 2021. The presentation by CEO Ally MacDonald and CFO Derek Bulmer provides a further update to the five-year strategic plan set out in the Company’s interim results on 1 June 2021, and in particular how Tekmar Group will deliver on its ambitions.
Tekmar Group PLC is a United Kingdom-based company that provides subsea cable, umbilical and flexible pipe protection systems and engineering services. The Company offers various service packages including FEED study, product development, design and engineering, in-house product testing, manufacturing, project management, and personnel training and offshore support. Its products include Teklink CPS, Tektube CPS, Cable hang-offs, TEKSPACE, TEKDUCT, SPLIT PIPE, j-tube seals, bend restrictors and bend stiffeners. The Company primarily provides its products and services to offshore wind, and oil and gas companies.
Bernard Johnson, MD, Eamon Murphy, Group Finance and Commercial Director, and Pippa Clark, Global Marketing Director and Deputy MD, present the FY21 results and set out their aspirations to 2024. We also hear from Nick Coleman, Group Operations Director, who has recently joined and gives his perspective, and Martin Stevens, Group Technical Director/Deputy MD, who develops the products. A compelling team. Bernard Johnson, MD 00:17 – Introduction
Eamon Murphy, Group Finance & Commercial Director 03:13 – Financial highlights
Pippa Clark, Global Marketing Director/ Deputy MD 11:49 – Sales review 24:54 – Drivers for growth 26:24 – What’s next?
Bernard Johnson, MD 31:27 – The way ahead 37:00 – Aspirations
42:56 – Q&A
1:13:18 – Closing Remarks
Creightons plc is engaged in the development, marketing and manufacture of toiletries and fragrances. The Company operates through three business streams: private label business, contract manufacturing business and branded business. Its private label business focuses on private label products for high street retailers and supermarket chains. Its contract manufacturing business develops and manufactures products on behalf of third party brand owners. Its branded business develops, markets, sells and distributes products it has developed and owns the rights to. Its product portfolio includes bath and shower care, haircare, body care, baby and maternity, and fragrances, among others. Its services include market analysis, creative concept generation, product development, brand development, manufacturing and logistics. Its brands include Frizz No More, Volume Pro, Argan Body, Argan Smooth, Keratin Pro, Perfect Hair, Bronze Ambition, Sunshine Blonde, Beautiful Brunette and Just Hair.
Andrew discusses his views on inflation, Covid-19 and the return to normality. When assessing stocks under the pressure of CV19 his core focus was their cash burn. Andrew picks stocks globally, both US and French listed stocks are in his concentrated portfolio of 27 holdings, he pulls them together for their similarities, including: owner managed business; secular companies priced to fade; depressed compounders set to recover, and those who pass on their economies of scale to the customer. Full of company examples and referrals to Buffett's and Munger's thinking. 01:05 VT Holland Advisors Equity Fund performance ytd 01:58 Andrew’s view on inflation and how to position as an investor 05:50 Covid-19 and how it plays out from here 09:28 Young & Co (YNGA; YNGN) and JD Wetherspoon (JDW) 12:26 Portfolio changes over the last 6 months Beijing Capital International Airport (HKG:0694); Mandarin Oriental (SGX:M04); EasyJet (EZJ) v Jet2 (JET2); Facebook (NASDAQ:FB) 16:07 International holdings and bandwidth required to hold companies from all geographic markets 17:12 Facebook (NASDQ: FB) and BooHoo (BOO) 17:29 Depressed compounders: VP (VP.), Jet2 (JET2), Brenbo SpA (BIT:BRE) 17:53 Owner managers: Ballore SE (EPA:BOL), BIglarie Holdings Inc (NYSE: BH), VP (VP.), Frasers (FRAS), Jet2 (JET2) 21:18 How do you screen? 23:19 BooHoo (BOO) 30:02 Biglari Holdings (NYSE: BH) 36:10 Which international markets do you perceive are under valued? Do you think we’ll continue to see bid activity? 38:22 About Andrew and the fund
Holland Advidors website.
About Andrew Hollingworth: Andrew set up Holland Advisors in 2008. Holland provides High quality investment research to some of the world’s most senior and respected institutional investors. Andrew also manages an equity investment fund which he set up in 2011, which is converting to UK UCITS status in early 2021. Andrew specialises in looking to invest in owner manager run businesses that compound at high per-share rates for long periods. However, he is keen to invest at times when the stock market may be less believing in them. (Ie he is looking buy great companies when they are priced like bad ones). Andrew and his team at Holland also give macro-economic insights, having successfully expressed caution ahead of both the 2008 economic crisis and Covid 19. Prior to Holland Advisors Andrew worked for Merrill Lynch, Redburn Partners and Henderson Fund Managers. He started working in the Investment industry in 1987, aged 18.
Julie Lavington, Ali Hall, Joint CEOs and Steve Dilks, CFO present FY21 results for the period ended 31st March 2021. A year of strong revenue growth, substantial reduction in EBITDA losses and a strong start to the new financial year with Q1 FY22 revenue up 256% YoY. Ali Hall, Co-CEO and Co-Founder 00:17 – Introduction
00:35 – The Sosandar story so far
Julie Lavington, Co-CEO and Co-Founder 01:48 – Full year highlights 03:03 – Current trading
Steve Dilks, CFO 04:02 – Financial and KPI review
Julie Lavington, Co-CEO and Co-Founder 10:28 – Product expansion
Ali Hall, Co-CEO and Co-Founder 12:09 – Current best sellers
Steve Dilks, CFO 13:04 – Third party partnerships
Ali Hall, Co-CEO and Co-Founder 15:12 – Accelerating third party growth
Ali Hall, Co-CEO and Co-Founder Julie Lavington, Co-CEO and Co-Founder 15:51 – Marketing strategy
Julie Lavington, Co-CEO and Co-Founder Steve Dilks, CFO 23:23 – ESG & our responsibilities
Julie Lavington, Co-CEO and Co-Founder 27:26 – Outlook
28:23 – Q&A
Sosandar PLC, formerly Orogen PLC, is a United Kingdom-based company that operates an online women’s wear platform. The Company’s clothing categories include dresses, jackets and coats, knitwear, shirts and blouses, tops, skirts, trousers, jeans, leggings, footwear, leather and suede, occasion wear, work wear, autumn trends, velvet and holiday shop. Its footwear products include Pewter Metallic Chelsea Boot, Red Leather Ankle Boot, Velvet Cylinder Heel Ankle Boot, Black Leather Stud Detail Ankle Boot, Black Suede Closed Toe Mule, Grey Velvet Court Shoe With Jeweled Brooch, Black Suede And Pewter Metallic Court Shoe, Black Leather Front Zip Ankle Boot, Leopard Print Leather Chelsea Boot, Steel Blue Leather Snake Print Ankle Boot And Black Suede Knee Boot. It also offers latest edit of day-to-night dresses, on-trend separates, luxe leather and outfit-topping shoes through its platform.
David Beech, CEO and Kate Lewis, CFO present the FY21 results for the period ended 30th April 2021. They have delivered a robust performance during the year, with a rapid return to stronger levels of organic growth in the second half, complemented by high calibre acquisitions that further elevate their position as a market leader outside London. Looking forward momentum has continued into 2022 and they continue to see a strong pipeline of possible acquisition opportunities. David Beech, CEO 00:17 – Introduction & overview
Kate Lewis, CFO 03:33 – Financial results
David Beech, CEO 20:52 – Continued momentum in the business 23:32 – Scaling 30:23 – Acquisitions & driving performance 35:16 – Summary & current trading
37:13 – Q&A 1:05:13 – Closing remarks
Knights Group Holdings plc is a United Kingdom-based law company. The Company that is focuses on providing legal and professional services. The Company also provides corporate and commercial legal services at scale and across a broad sector basis, similar to the larger national law firms. The Company operates six offices: Newcastle-Under-Lyme, Wilmslow, Chester, Derby, Cheltenham and Oxford. The Company’s service lines include real estate, litigation, corporate, and private client.
ActiveOps CEO & Founder Richard Jeffery and CFO Patrick Deller present the company’s full year 2021 results for the financial year ended 31 March 2021. ActiveOps IPO'd in March 2021, it is a leading provider of Management Process Automation (MPA) software for running complex and global back-offices. Here, we get more background to the product, the market, the business model and strategy; and more detail on the FY21 results. Richard Jeffery, CEO & Founder. 00:17 – Introduction 00:45 – About ActiveOps 01:47 – The product 02:58 – Market drivers 03:51 – FY21 results overview
Patrick Deller, CFO 06:57 – Commercial model 09:45 – Financial KPI’s 10:40 – P&L 13:30 – Balance sheet & cash flow
Richard Jeffery, CEO & Founder. 14:45 – Strategy review 15:28 – Differentiation 17:36 – Evolution of the offering 19:55 – Customer base 22:57 – ESG 24:00 – FY22 areas of focus 24:58 – Q1 outlook
25:41 – Q&A
Richard Jeffery, CEO & Founder. 34:12 – Closing remarks
ActiveOps plc, formerly ActiveOps Limited, is a United Kingdom-based management process automation (MPA) software company. The Company provides a software as a service (SaaS) platform to enterprises with global back-offices. Its software and embedded back-office operations management methodology enables enterprises to adopt a data-driven approach to organizing work and managing capacity. The Company's enterprise platform comprises Workware+, its MPA software platform, and AOM, its operations methodology and framework for effective back-office management. Its cloud-based ControliQ employee performance management solution enables managers to simplify running operations. Its solution, WorkiQ, captures workforce analytics from desktop activity for employee engagement. The Company's OpsIndex Score & Benchmarking tool involves measuring the performance of the operational business on an enterprise level, department by department and against community level.
We catch up with Paul Jourdan, CEO & Co-Founder of Amati Global Investors. He outlines the macro picture, which has led Amati to increase exposure to global industrials, particularly ones that benefit from housebuilding and home improvements; he likes retail. He’s avoiding travel and leisure. Inflation is a recuring theme which he feels is a major threat for investors. He outlines why he started the Strategic Metals Fund. We close on why he likes IPOs. It is peppered throughout with companies he’s particularly excited about. As always do your own research on any stocks mentioned, these are NOT recommendations. 01:12 Paul’s view on Covid-19 and where we’re headed from here. 04:17 What’s actions has Paul taken with his funds to plan for today’s threats 06:35 Dunelm (DNLM) 07:15 Has CV19 increased the attraction of Biotech and Meditech? What companies in the sector is Paul most excited about? 09:54 Polarean Imaging (POLX) 13:12 Renalytix (RENX) 15:43 Current valuations 18:17 Do you feel any companies in the funds are a likely potential bid candidate? 20:33 Grainger (GRI) 21:55 Inflation, monetarism (Professor Tim Congdon: https://mv-pt.org/) and QE. 29:10 Why did Amati launch the Strategic Metals Fund? 35:24 What company are you most excited by? Saietta (SED) 44:19 What draws you to IPOs? And which do you particularly like? 45:33 Victorian Plumbing (VIC) 48:39 AlphaWave Ip (AWE)
Find out more about Paul Jourdan and the Amarti Global Investors funds: https://amatiglobal.com/
About Paul Jourdan: Dr Paul Jourdan co-founded Amati Global Investors following the management buyout of Noble Fund Managers from Noble Group in January 2010, having joined Noble in 2007 as Head of Equities. His fund management career began in 1998 with Stewart Ivory, where he gained experience in UK, emerging market, and global equities. In 2000, Stewart Ivory was taken over by First State and Paul became manager of what is now TB Amati UK Smaller Companies Fund. In 2004, he was appointed Head of UK Equities at First State. In early 2005, he launched Amati VCT plc and he also manages Amati VCT 2 after the investment management contract moved to Amati Global Investors in 2010 (In 2018 Amati VCT merged into Amati VCT 2 which was then renamed Amati AIM VCT). Prior to 1998, Paul worked as a professional violinist, including a four-year period with the City of Birmingham Symphony Orchestra. He currently serves as a trustee of Clean Trade, a charity registered in England and Wales.
Begbies Traynor Executive Chairman Ric Traynor and Group Finance Director Nick Taylor present the Group's 2021 full-year results, for the period ending 30th April , 2021. A strong performance with results ahead of original expectations due to acquisitions and improved trading. Looking forward, business recovery and financial advisory is well-paced to continue growth and property advisory and transactional service is to maintain its bounce back. Ric Traynor, Executive Chairman 00:22 – Overview
Nick Taylor, Group Finance Director 01:44 – Operating and Financial Review
Ric Traynor, Executive Chairman 12:20 – Operating and Strategic Review 21:00 – Summary
Nick Taylor, Group Finance Director Ric Traynor, Executive Chairman 22:08 – Q&A
Begbies Traynor Group plc is a business recovery and property services consultancy. The Company's segments include insolvency and restructuring, and property. It provides services from a network of the United Kingdom locations through two operating divisions: Begbies Traynor and Eddisons. Begbies Traynor is an independent business recovery practice that handles corporate appointments, serving the mid-market and smaller companies. It provides insolvency, restructuring and consultancy services to businesses, their professional advisors and financial institutions. Eddisons is a national firm of chartered surveyors, delivering transactional and advisory services to owners and occupiers of commercial property, investors and financial institutions. It provides professional services, such as business rescue options, advisory options, forensic accounting and investigations, corporate and commercial finance, personal insolvency solutions and services to banking, legal and accounting sectors.
Mark Dorman, CEO & Alex Smith, CFO present the full year 2021 results, for the period ended 31st May 2021. A very strong performance with net fees up 10% year on year; pre-tax profit +114%, and EPS +140%. The profit growth was driven by improving market conditions with especially strong demand for STEM skills and productivity growth. We hear the progress made against the 2024 ambitions and end with the outlook, which is ahead of the full-year expectations.
Mark Dorman, CEO 00:18 Introduction to Andrew Beach, CFO designate 01:12 STEM's purpose: bringing skilled people together 02:14 Overview of period
Alex Smith, CFO 06:19 Financial review
Mark Dorman, CEO 22:07 Business overview 25:18 ESG: empowering a sustainable future 27:35 Themes in the sector 29:53 Progress against 2024 ambitions & outlook
Mark Dorman, CEO & Alex Smith 31:50 Q&A
SThree plc is an international staffing company, which provides specialist recruitment services in the science, technology, engineering and mathematics (STEM) industries. The Company provides permanent and contract staff to sectors, including information and communication technology (ICT), banking and finance, life sciences, engineering and energy. The Company's segments include the United Kingdom & Ireland (UK&I), Continental Europe, the USA, and Asia Pacific & Middle East (APAC & ME). The Company's recruitment brands include Computer Futures, Progressive Recruitment, Huxley and Real Staffing. The Company's other brands include Global Enterprise Partners, Hyden, JP Gray, Madison Black, Newington International and Orgtel. The Company delivers contract, permanent, projects, retained and executive search recruitment solutions. Its support and mobility services offer contracting, relocation and relevant visa support. It provides resources to support its brands with contractor services.
The full management team Dan Wright, Executive Chairman, Gareth Jenkins, CEO, Richard Newman, CFO and Graham Cox, Commercial Director give a comprehensive overview of the turnaround to date, with the period’s achievements operationally, including the two acquisitions, and financially. They cover the main markets, investment to date and going forward, and the 2022 outlook. Dan Wright, Executive Chairman 00:18 The vision
Gareth Jenkins, CEO 02:50 Performance summary
Richard Newman, CFO 04:13 Financial results
Gareth Jenkins, CEO 08:14 The acquisitions: Leicester Tissue Company (LTC) & John Dale
Graham Cox, Commercial Director 12:32 The Markets
Gareth Jenkins, CEO 19:08 Investment 22:28 FY2022 outlook 25:07 Conclusion 26:07 Q&A
Accrol Group Holdings plc is a United Kingdom-based independent tissue converter and supplier of toilet tissues, kitchen rolls and facial tissues. The Company supplies to a range of discounters and grocery retailers across the United Kingdom (UK). It imports Parent Reels from around the world and converts them into finished goods at its manufacturing, storage and distribution facility in Blackburn, Lancashire. The Company operates from five sites, including four in Lancashire. The Company has 15 converting lines in operation providing capacity of approximately 118,000 tons per annum. Its subsidiaries include Accrol UK Limited, Accrol Holdings Limited and Accrol Papers Limited.
Ultra's CEO Simon Pryce and CFO Jos Sclater present the Group's 2021 interim results. It was a stronger than anticipated first-half performance and excellent strategic progress. The Focus; Fix; Grow transformation programme is delivering ahead of plan and with a better payback than originally anticipated. This should accelerate top-line and market share growth. They are increasingly confident about future prospects. Simon Pryce, CEO 00:17 – Introduction 01:24 – Overview
Jos Sclater, CFO 04:52 – Financial Highlights 17:19 – 2021 Outlook
Simon Pryce, CEO 18:59 – Our Markets 24:58 – Growth Drivers
Jos Sclater, CFO 36:02 – Transformation Program 41:35 – ESG
Simon Pryce, CEO 43:10 – Summary
Jos Sclater, CFO Simon Pryce, CEO 44:58 – Q&A
Simon Pryce, CEO 52:35 – Closing Remarks
Ultra Electronics Holdings plc provides solutions and products in the defense and aerospace, security and cyber, transport and energy markets, by applying electronic and software technologies. The Company operates in three segments: Aerospace & Infrastructure, Communications & Security, and Maritime & Land. Its market facing segments are Aerospace, Infrastructure, Nuclear, Communications, C2ISR, Maritime, Land and Underwater Warfare. The Aerospace & Infrastructure division produces high-integrity, safety critical electronic control systems for aircraft applications, including position sensing and control; airframe and engine ice protection and detection; electronic architectures; weapon control, and noise cancellation systems. The Communications & Security division provides mission critical, information dominance solutions. The Maritime & Land division provides sensors, combat management systems, power solutions for surface, sub-surface and unmanned platforms.
Listed private capital gives all investors access to high-performing private equity and credit investments — funds of ready-made diversified portfolios of interesting and well managed private companies in exciting growth sectors such as technology enablement and health and wellbeing and at the forefront in ESG investing. As the fund shares are listed, investors have liquidity in what would otherwise be a medium to long-term investment. In this, the second of a two-part series we explore the listed private capital opportunity with leading managers who will explain and discuss the investment case and the opportunities presented by their individual investment strategies. Deborah Botwood Smith, CEO, LPeC 00:17 – Introduction
Hamish Mair, MD, Head of Private Equity 03:47 – BMO Global Asset Management A gross asset private equity 'value added' fund of funds with c. 450 underlying companies.
Pieter Staelens, MD, Portfolio manager 21:51 – CVC Credit Partners A leader in global credit and private equity.
Steven Tredget, Partner 35:52 – Oakley Capital (OCI) A closed-ended investment company, which achieves capital appreciation through private mid-market UK and EU businesses.
49:22 – Q&A
SThree CEO Mark Dorman and CFO Alex Smith give an overview of the Group's 2021 half year results for the period ending 31st May 2021. Mark Dorman, CEO 00:30 - H1 21 Highlights
Alex Smith, CFO 01:50 - Financial highlights
Mark Dorman, CEO 03:30 - Strategy progress 05:15 - Outlook
SThree plc is an international staffing company, which provides specialist recruitment services in the science, technology, engineering and mathematics (STEM) industries. The Company provides permanent and contract staff to sectors, including information and communication technology (ICT), banking and finance, life sciences, engineering and energy. The Company's segments include the United Kingdom & Ireland (UK&I), Continental Europe, the USA, and Asia Pacific & Middle East (APAC & ME). The Company's recruitment brands include Computer Futures, Progressive Recruitment, Huxley and Real Staffing. The Company's other brands include Global Enterprise Partners, Hyden, JP Gray, Madison Black, Newington International and Orgtel. The Company delivers contract, permanent, projects, retained and executive search recruitment solutions. Its support and mobility services offer contracting, relocation and relevant visa support. It provides resources to support its brands with contractor services.
John shares his portfolio performance during the first 6 months of 2021, the main contributors and detractors. We get an update on De La Rue, his 2021 PIWORLD pick in December and what he's most bullish about today. We touch on his fund portfolio launched July 2020. John was very prescient in calling the markets during the Covid crash, so we ask his views on the outlook for markets and inflation. 00:55 John’s performance to date 02:36 Which stocks have been the best contributor to John’s performance? SDI (SDI) 05:39 Sigmaroc (SRC), before the Nordkalk Oy Ab reverse takeover announcement! 07:39 Sylvania Platinum (SLP) 11:05 K3 Capital (K3C) 12:14 Main detractors from John’s performance: Biotech Growth (BIOG), Baillie Gifford (BGUK), Syncona (SYNC) & Bioventix (BVXP) 16:09 De La Rue (DLAR) 23:40 Lundin Energy (LUNE) 32:23 Supreme (SUP) 36:28 John’s funds portfolio performance 40:39 Inflation and the market outlook 46:00 JICUK.com
About John Rosier
In June 1984, John left university with a degree in Zoology and started work in The City of London. He enjoyed the first 14 years of his career at Fleming Investment Management, initially as an analyst and then as a UK portfolio manager; in 1997 he was appointed Head of UK Equities. He was a director at Henderson Global Investors from 1998 until 2004, before moving to the West End and working for two hedge funds. John’s investment career at Flemings and Henderson was focused on managing UK equity portfolios for corporate and local authority final salary defined benefit pension schemes as well as the reserve fund for the NSPCC. During 2009 John left full-time employment since when he has been managing his own portfolio.
John can be found at https://www.jicuk.com/
Phillip Wale, CEO, and Stephen Ford, Head of Wealth Management give an overview of FY21, the year ended 31st March. A strong performance from the Capital Markets Division and continued progress in Wealth Management has delivered the first profit in five years and has enabled considerable investment across the Group to ensure future growth. Phillip Wale, CEO 00:21 – Introduction 00:40 – Financial Highlights
Divisional Review
Stephen Ford, Head of Wealth Management 01:51 – Wealth Management
Phillip Wale, CEO 03:41 – Capital Markets
05:07 – Current Trading and Outlook 05:35 – Summary
WH Ireland Group plc is a holding company. The Company's principal activities are the provision of wealth management and corporate finance advice, research, products and services to the private clients, and small and medium sized companies. It operates through two segments, which include Private Wealth Management and Corporate Broking. The Private Wealth Management segment offers investment management advice and services to individuals and contains its wealth planning business, giving advice on and acting as intermediary for a range of financial products. The Corporate Broking segment provides corporate finance and corporate broking advice and services to the companies, and acts as nominated advisor to clients listed on the Alternative Investment Market (AIM). The Corporate Broking segment contains its institutional sales and research business, which carries out stockbroking activities on behalf of companies, as well as conducting research into markets of interest to its clients.
Listed private capital gives all investors access to high-performing private equity and credit investments -- funds of ready-made diversified portfolios of interesting and well managed private companies in exciting growth sectors such as technology enablement and health and wellbeing and at the forefront in ESG investing. As the fund shares are listed, investors have liquidity in what would otherwise be a medium to long-term investment. In this, the first of a two-part series we explore the listed private capital opportunity with leading managers who will explain and discuss the investment case and the opportunities presented by their individual investment strategies.
Deborah Botwood Smith, CEO - LPeC 00:17 – Introduction to Listed Private Capital
Paul Daggett, MD NB Private Equity Partners 05:40 – NB (Neuberger Berman) Private Equity Partners Investing in private companies to generate long-term growth.
Linda Tierala, Director, Communications and Investor Relations, CapMan Oyj 20:05 – CapMan - A Nordic Private Assets Powerhouse Investing in real estate, infrastructure, special situations, growth, buyout and credit opportunities in the Nordic region.
Kristof Vande Capelle, CFO, Gimv NV 34:52 – Gimv Specialist European mid-market investment company that invests in innovative and entrepreneurial growth companies.
54:48 – Q&A