PIWORLD Investor Podcasts

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 so...

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 fo...

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...

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...

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...

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. Ma...

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. Fo...

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’...

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 bui...

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...

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...

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 fro...

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...

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 & h...

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 busin...

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 fu...

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 C...

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...

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 0...

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 strateg...

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...

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 compellin...

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; depress...

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...

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...