PIWORLD Investor Podcasts

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 m...

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 start...

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 trans...

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...

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 Cha...

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 abou...

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 otherwi...

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, technolo...

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....

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 H...

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 otherw...

Richard has doubled his money on a rolling twelve-month basis to July 2021. Here, he gives his views on the markets, the economy, and where he sees opportunities. He is positive on global equities, with caveats. He saw August 2020 as the start of the business recovery, which he believes is still on course. He cautions to keep an eye on PMI/ISM data to see the continued growth. He’s bullish on indu...

The Panoply FY21 results presentation by Neal Gandhi, CEO and Oliver Rigby, CFO. An excellent year. Highlights include having welcomed three quality businesses into the Group, delivering 19% organic revenue growth, very strong cash conversion and having made substantial progress against ESG targets. Trading momentum has accelerated further into the current year, and they have signed c £18.6m in ne...

The Capital Markets Day of Headlam, Europe's leading floorcoverings distributor, at its distribution centre in Ipswich. Hosted by the Directors of Headlam, and featuring presentations from managers responsible for projects under the Company's Operational Improvement Programme delivering revenue growth opportunities and cost improvements. It includes a tour of the Ipswich facility. Steve Wilson, CE...

Neal Gandhi, CEO & Co-Founder, and Oliver Rigby, CFO & Co-Founder, give an overview of The Panoply FY results.  Strong growth with revenue up 62%, 19% organic growth, and a sales order backlog of £39m to be delivered by end March 22.  They outline new targets to achieve 10-15% organic revenue growth per annum and to become a top 20 public sector supplier which means generating annual reven...

Stuart Widdowson, Managing Partner of Odyssean Capital is looking to double the client’s money every five years. Here he outlines how he achieves that, and what he’s looking for in the companies in which he invests, using the best of private and public equity investing styles. Odyssean runs a concentrated portfolio focussing on smaller companies. 00:37 Stuart’s background 01:27 How did the Odyssea...

Appreciate Group’s CEO, Ian O’Doherty & CFO, Tim Clancy present full-year 2021 results. It was a year of significant progress – weathering lockdowns whilst re-focussing the business and accelerating the digital proposition. Ian O’Doherty – Chief Executive Officer 00:17 – Introduction 00:33 – Year In overview 02:04 – Financial highlights 04:13 – Operational highlights Tim Clancy – Chief Financi...

The fourth virtual StockSlam hosted by Damian Cannon. Eleven private investors ‘slam’ their best stock idea live, in just 3 minutes, to a sophisticated investor audience followed by questions that keep the slammers on their toes. Bite-sized nuggets to invpire your further research. Fast, factual and fun. 00:18 Damian Cannon introduction 02:40 Gamma Communications (GAMA): Damian Cannon 09:40 Redde...

Diaceutics Group CEO, Peter Keeling, and members of the senior management team provide an update on strategy, a demonstration of the DXRX SaaS platform and an expert industry panel discuss their views on the diagnostics market for precision medicine.   00:18 – Introduction by Deborah Davis Non-Executive Chair 06:28 – Overview of Diacuetics, Peter Keeling Founder and CEO 14:38 – Introduction to DXR...

CEO Frank Hanna and (new) CFO Ryan Mahoney give an overview of the business, the market structure and where MBH fit in; followed by extensive questions from the audience. Frank Hanna, CEO & Ryan Mahoney, CFO 00:17 – Introduction Frank Hanna, CEO 02:13 – About Michelmersh Brick Holdings 04:17 – 2020 Financial highlights 06:04 – Operational highlights 07:45 – Market structure 09:06 – Market fund...

NESF management present full year 2021 results for the period ended 31st March 2021, to analysts and investors. Kevin Lyon, Chairman 00:16 – Introduction & Overview Michael Bonte-Friedheim, Group CEO 02:08 – Key Highlights Ross Grier, Managing Director 05:23 – Growth plans & Outlook Michael Bonte-Friedheim, Group CEO 08:10 – Financial Highlights Ross Grier, Managing Director Michael Bonte-...

Reg has been dabbling in crowdfunding opportunities, about 50% of which are EIS opportunities. Here, he outlines how a few glasses of wine got him interested(!) and his subsequent journey. Not without risk but worthy of understanding these private equity type opportunities which are now accessible to all investors. Generously, Reg shares his experience for us all to learn from. *The day after reco...

IG Design Group's CEO, Paul Fineman & CFO, Giles Willits present the FY21 results, which were robust despite Covid-19. Looking forward they have impressive targets to achieve $1.5bn revenue and to double adjusted EBITDA. Here, they outline their strategy for that growth. Paul Fineman, CEO 00:17 - Introduction 00:23 - FY21 Highlights 02:53 - The business at a glance Giles Willits, CFO 06:22 - F...

SThree's CEO, Mark Dorman and CFO, Alex Smith give a bit of colour to their trading update 14.6.21. Q2 was ahead of expectations which drives H1 net fees up both year on year and versus 2019. Further, there is sustained improvement in new deal activity and contractor retention rates. STEM has a strong balance sheet and the resilient contract business model gives them confidence for the future. Mar...

IG Design Group's CEO, Paul Fineman and CFO, Giles Willits run through the highlights of the FY21 results.  A stronger than expected performance with a strong order book.  There is a new Growth Plan which targets driving revenues beyond $1.5bn and doubling the Group's Adjusted EBITDA. Paul Fineman, CEO & Giles Willits, CFO 00:29 - FY21 Summary Paul Fineman, CEO 03:34 - Growth Plan 04:27 - Oper...