PIWORLD Investor Podcasts

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...

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 compa...

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...

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 t...

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 t...

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 Outl...

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...

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...

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 13:4...

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 – Balan...

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 N...

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 state...

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...

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 &am...

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 08:5...

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...

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,...

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 mode...

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 Mar...

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...

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 highl...

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 tw...

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,...

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 perfo...

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 introdu...