PIWORLD Investor Podcasts

Cerillion CEO Louis Hall and CFO Gregory Price present the company's results for the half-year to 31 March 2026. Louis Hall, CEO 00:18 Introduction 01:05 HY highlights 03:52 Operations 07:00 About Cerillion 09:55 Product offering 10:30 Delivery model 13:06 Customers 14:55 BSS/OSS Market size 15:36 Barriers to entry Gregory Price, CFO 18:08 HY Financial KPIs Louis Hall, CEO 19:50 Sales pipeline 20:...

IG Design Group Interim Executive Chair, Stewart Gilliland and CFO Rohan Cummings present the group's results for the year ended 31 March 2026, followed by a Q&A Session. CEO Designate, Gerald Kuehr also provides an overview of why he joined the group. Stewart Gilliland, Interim Executive Chair 00:16 Introduction 00:48 FY2026 Summary 03:23 The Group Today 04:34 Progress against operational tar...

This week Progressive's Jeremy McKeown & Gareth Evans comment on the Middle East situation, its potentially huge and long-term impact on supply chains but also the ability of humanity to reinvent and rearrange very quickly. Jeremy suggests that the equity market's buoyancy is partly a short-squeeze on Mag 7 as AI spend continues to reach new frenzied highs, and asset managers want "safe" US Do...

Progressive's Jeremy McKeown brings together an investing "odd couple": Laurie Hulse, UK small-cap stock picker and manager of the Onward Opportunities Investment Trust, and The Shrub, a world-renowned meme trader, parody hedge fund manager, and macro commentator. Together, they explore how to navigate market volatility and uncover wealth-building strategies by blending bottom-up micro-cap stock p...

Progressive's George O'Connor and Ian Robertson catch up on recent news and events in UK small and mid-cap tech and discuss the (limited) SaaSpocalypse scenarios for Cerillion, DotDigital and GB Group – a few of the UK listeds that have been seen their share prices caught in the crossfire. Cerillion might look to techies to be an easy AI technical target its business model, market position and end...

Ami Daniel on the Middle East energy shock, the death of cheap intelligence, and why the SaaS apocalypse is your opportunity Ami Daniel, founder of maritime AI company Windward, returns to the pod with a front-row view of the Middle East energy shock — and a confession about the one big thing he got completely wrong about AI. With US naval pressure tightening around Iranian ports and ships going d...

Operation Epic Fury is over, we are told. The bombs landed. The headlines can move on. And yet, the Strait of Hormuz has become a checkpoint run by the IRGC — with US allies quietly filing the paperwork to get through. In this solo ITCOM episode, Progressive's Jeremy McKeown cuts through the noise to explain what the US-Israeli campaign against Iran actually achieved, what it failed to achieve, an...

This week, Progressive's Jeremy McKeown and Gareth Evans discuss the only thing that matters - the "cardiac event" threatening the world's circulatory system for its oil lifeblood. Echoes of Suez reverberate - and the "petrodollar" arrangements of arms sales and protection look thoroughly undermined. Jeremy points out that this feels like "hypernormalisation"....everyone knows that the world order...

In this episode of In the Company of Mavericks, host Jeremy McKeown sits down with David Murrin, the renowned geopolitical forecaster, author of Breaking the Code of History, and founder of Global Forecaster. Known for his uncanny ability to predict global shifts by studying human behaviour and historical patterns, Murrin delivers a stark and urgent assessment of the world in 2026. Murrin applies...

Are we over-indexed on the "Digital Masters of the Universe" while starving the physical supply chains that underpin national security? In this episode, Progressive's Jeremy McKeown dives into why global capital might be facing the wrong direction. He's joined by Django Davidson, Partner and Portfolio Manager at Hosking Partners, to explore the Capital Cycle Theory—an investment framework made fam...

In this episode of In the Company of Mavericks, Progressive's Jeremy McKeown is joined by Michael Every, Global Strategist at Rabobank, for a deep dive into the chaos of our current geopolitical and macroeconomic landscape.  With over two decades of experience as an economist and strategist—including senior roles at Silk Road Associates, the Royal Bank of Canada, and Dun & Bradstreet—Michael b...

As US/Israeli strikes on Iran transform the Middle East from a proxy conflict into direct kinetic warfare, the implications for global financial stability are profound — and demand a very different kind of analyst. In this episode, Progressive's Jeremy McKeown and Charlie Garcia of Capital Mischief explore what this escalating crisis means for investors, and why the old playbook of paper-heavy por...

Progressive's Jeremy McKeown chats with the internet’s favourite financial avian—Doomberg—to unpack the escalating chaos in the Middle East and its profound impact on global energy markets. Recorded on Tuesday, March 3rd, as the fog of war deepens, they dive into why oil prices are spiking and how the world’s reliance on fossil fuels is shaping modern warfare. Doomberg delivers his signature "no-h...

How do you find the next "supernormal" company in a world of radical uncertainty? In this episode, Progressive's Jeremy McKeown sits down with Jamie Ward, author of the Wonder Stocks newsletter and a mathematician-turned-investor who survived the Global Financial Crisis. Jamie shares his framework for identifying stocks capable of 20% compound growth and discusses the profound influence of Nick Sl...

Gold, silver, and Bitcoin have experienced extraordinary volatility in recent months — but what's really driving these dramatic moves, and where might things go from here? In this episode, Progressive's Jeremy McKeown digs into the wild price action across precious metals and digital assets, exploring whether the debasement trade is still intact or whether something fundamental has shifted. Gold s...

For this episode, Progressive's Jeremy McKeown chats with Roger Lee, Head of Equity Strategy at Cavendish and a City veteran with almost 30 years in the equity market.  Roger started his broking career with Cazenove, then worked at HSBC James Capel, JPMorgan, Deutsche Bank, and, most recently, as Head of UK Equity Strategy at Investec.    Roger is a Fellow of the Institute of Chartered Accountants...

In this episode, veteran investor Richard Oldfield debunks myths about the finance industry, arguing that successful investing is "simple but not easy." Drawing on decades of experience—from the 1970s inflation era to the AI boom of 2025—Oldfield explains why value investing is a character trait rather than a learned skill, why "doing nothing" is often the best strategy in a crisis, and why invest...

The Pebble Group CEO, Chris Lee and CFO, Claire Thomson, present the group's results for the year ended 31 December 2025, followed by a Q&A session. Chris Lee, CEO 00:16 Introduction 01:18 Market Opportunity 02:23 Investment Case 03:41 FY25 Highlights Claire Thomson, CFO 05:23 FY25 KPI's 06:14 Revenue 06:43 Income Statement 07:41 Balance Sheet 08:08 Cash Flow 08:34 Cash Generation Chris Lee, C...

DF Capital CEO, Carl D’Ammassa provides an overview of the company’s results for the year ended 31 December 2025. Carl D’Ammassa, CEO 00:16 Introduction 01:02 FY 2025 Overview 05:20 Strategy Update 06:44 Looking Ahead. DF Capital is a speciality lender providing flexible financing solutions that support the sales and growth of manufacturers, dealers and distributors operating in attractive underse...

Progressive's Jeremy McKeown and Gareth Evans discuss the ongoing challenges emanating from the Middle East. Unlike last year's tariff news, where the Trump Always Chickens Out (TACO) trade often won out, it takes two to TACO in a war like this - and Iran so far is not helping. Markets have been stung, although the US Dollar is once again the "safe haven" asset, making the inflationary impact wors...

Secure Trust Bank CEO Ian Corfield and CFO Rachel Lawrence present the group's 2025 Annual Results, followed by an investor update outlining the group's strategy and medium-term targets, with leaders of the business divisions providing an overview of their strategies.  00:00 Opener 00:16 Introduction Video Ian Corfield, Chief Executive Officer 02:59 Opening remarks & Agenda 05:36 2025 Overview...

Secure Trust Bank CEO, Ian Corfield, provides an overview of the group's latest investor update event, outlining the business's current position, the group's updated medium-term targets and the revised strategy. Analysts also comment on the event and provide their views on the day's presentations. Founded over 70 years ago, Secure Trust Bank is a leading retail deposit-funded specialist bank opera...

This week, Progressive's Jeremy McKeown and Gareth Evans discuss the obvious (and only) story that really matters - the US and Israeli attacks on Iran. What is obvious is that America's "complete control of the airspace" has not resulted in reopening the Strait of Hormuz - small Iranian missiles and drones remain a problem.  Less obvious is that America's "no limits on availability of munitions" p...

Progressive's George O'Connor and Ian Robertson consider the Saint Valentine’s day tech massacre.  In face of the carnage, we take a step back and remember that writing software is only part of the story.  You need to plan, develop, test, sell and maintain. AI is untested in customer support for AI and much else besides. We have flashbacks to when Open Source became a thing and look to the SaaS tr...

Progressive's George O'Connor and Ian Robertson take comfort from FY25 trading updates but look forward to a year in which reality may bite back. Trading updates from Raspberry Pi, and news flow from Intel and Samsung, remind us that things rarely happen as smoothly or as predictably in real-world tech as is hoped, particularly in semiconductors. Computacenter’s update has confirmed George’s view...