PIWORLD Investor Podcasts

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 &am...

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 Fla...

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 ser...

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 analogie...

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 r...

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 i...

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 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 posi...

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,...

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 GetBus...

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...

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...

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...

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 k...

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...

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 aviat...

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...

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 fe...

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...

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 – Summ...

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...

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...

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, Fred...

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 Ve...

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 th...