PIWORLD Investor Podcasts

Mind Gym's Founder and CEO Octavius Black and CFO, Richard Steele present full year 2021 results. Octavius Black, Founder & CEO 00:18 Introduction & agenda 00:45 Mind Gym snapshot 01:44 FY21 trading highlights 03:49 Board changes Richard Steele, CFO 05:00 FY21 Financial highlights Octavius Black, Founder & CEO 09:06 Strategy update 11:15 The way the market works 20:02 Investment 25:09...

Ted Baker’s CEO, Rachel Osborne and CFO, David Wolffe give an overview of the full year 2021. Rachel Osborne, CEO 00:38 Highlights of 2021 David Wolffe, CFO 02:52 Financial highlights 04:47 Outlook Rachel Osborne, CEO 06:13 Strategic progress and key initiatives for the year ahead Ted Baker Plc is a United Kingdom-based global lifestyle company. The Company offers a range of collections, including...

This video can be seen at: https://www.piworld.co.uk/education-videos/piworld-talks-to-edmund-shing-about-ntroducing-your-kids-or-anyone-to-investing-part-3/   Here Edmund moves onto how to invest in stocks. This is the third interview in the series where Edmund imparts the investing lessons and motivation he’s given to his kids on how and why to invest. Invaluable advice for any investor, new or...

We catch up with the very engaging Paul Scott who gives us a whistle-stop tour through his portfolio, what he’s been buying, topping up, or selling; plus a brief catch-up on some of the holdings he’s mentioned historically. We start with the unexpected Revolution Bars placing and an interesting commentary on institutional appetite for this, and placings more broadly. 00:53 Paul’s background 01:15...

Louis Hall, Co-Founder & CEO and Oliver Gilchrist, CFO present Cerillion interim results for the period ended 31st March 2021. Revenue is up 26% to £12.8m. Annualised recurring revenue is up 43% to £9m. Adj PTP is up 124% to £3.8m. EPS is up 105% to 11.5p. Back order book is up 74% to 42.1m. Net cash up 60% at 7.7m. H1 dividend is up 20% to 2.1p. Over the last three quarters CER have signed tw...

Calnex Solutions CEO Tommy Cook and CFO Ashleigh Greenan present the company’s full year 2021 results to analysts on 25th May 2021. Tommy Cook, CEO 00:17 – Introduction 00:36 – About Calnex 03:08 – Customer base 04:54 – Innovation 07:00 – Review of FY21 09:47 – Business expansion 12:25 – Product lines Ashleigh Greenan, CFO 14:48 – Financial Highlights 15:08 – Financial KPI’s 17:04 – Customer metri...

Ken Wotton, Managing Director, Public Equity at Gresham House, has an enviable track record as a fund manager. In this piworld interview, we learn more about how he achieves that, including the attraction of small and micro caps, how he selects companies in which to invest, the effect the pandemic had on his investing decisions, where he sees opportunities, and his views on the general market envi...

A short presentation by the management team summarising results, what's been achieved in the period and their objectives going forward. Paul Abberley, CEO 00:24 – Overview Ben Money-Coutts, CFO 01:35 – Financial Overview Paul Abberley, CEO 05:43 – Business Transformation Ian Sackfield, MD of IMS 06:54 – Investment Management Services Andrew Meigh, MD of Financial Planning 08:32 – Financial Plannin...

This is the third virtual StockSlam hosted by Damian Cannon. A very popular investor event where ten private investors ‘slam’ their best stock idea in just three minutes to a sophisticated investor audience, followed by questions which keep the slammers on their toes. Bite-sized nuggets to inspire your further research. Fast, factual and fun. 00:18 Introduction by Damian Cannon 03:00 Softcat (SCT)...

Here, David Ridley, MD gives us an overview of The Artisanal Spirits Company, which is to IPO. The Artisanal Spirits Company is the owner of The Scotch Malt Whisky Society (SMWS), the leading curator and provider of premium single cask Scotch malt whisky and other spirits, mainly selling online. The capital raised will be used to finance the growth of the business over the next 2-3 years, includin...

Trond Willikson, CEO and Septima Maguire, CFO present the H1 results, the strategy and the outlook. Trond Willikson, CEO 00:18 Introduction 00:59 H1 2021 Highlights Septima Maguire, CFO 08:17 Financial highlights Trond Willikson, CEO 14:40 FY21 Outlook Benchmark Holdings plc is engaged in the provision of aquaculture health, genetics and nutrition. The Company’s segments include genetics, advanced...

A results season overview by David Thornton, Editor of Growth Company Investor and ex Fund Manager. David has interviewed 129 companies so far in 2021. He is bullish about how companies are performing expecting many to upgrade as the year goes on. For investors, he suggests a value and recovery theme rather than growth stocks. He shares his insight on six companies that have stood out for him, int...

Daemmon Reeve, CEO and Richard Hope, CFO outline H1 results where they have seen revenue up 13.5%, with gross profit margin up 880bps; very strong growth has been enjoyed from the ‘healthier living’ categories. Good trading momentum continues with encouraging order book levels and further growth opportunities. Profit before tax and exceptionals for the current year is expected to be at least £20m,...

Mark Briffa, CFO outlines AIR's FY21 results giving more colour across the different divisions, and updates on how the new financial year has started. 00:35 Overview of 2021 02:16 Current trading 04:06 The USA region 05:58 The outlook Air Partner PLC is a United Kingdom-based aviation services company. The Company provides worldwide solutions to industry, commerce, governments and private individu...

We join Edmund Shing again to introduce us to funds, how we should construct a portfolio with funds, and what we should look for. A great introduction to the basics for any newbie investor. 1:02 What are your thoughts on using funds to invest? 04:20 When would you use a managed fund/unit trust? 05:25 How do you diversify your risk across asset classes? 07:07 How do I select funds? 10:56 How do you...

Gareth Samples, CEO and David Raggett, CFO present FY20 results, and give an overview of the Hunters Property acquisition and the strategic partnership with LSL. 00:16 – Opening Gareth Samples, CEO 00:17 – Introduction 00:46 – About The Property Franchise Group 01:52 – Summary of 2020 David Raggett, CFO 06:25 – Financial results Gareth Samples, CEO 17:20 – EweMove’s highlights 21:05 – LSL partners...

This video can be seen at: https://www.piworld.co.uk/2021/05/04/1spatial-spa-full-year-2021-results-presentation/   Claire Milverton, CEO & Andrew Fabian, CFO present FY21 results followed by Q&A. FY21 results were in line expectations with a positive outlook. Annual recuring revenue (ARR) +10%. Gross margin 53% (20: 52%). Free cash flow £0.9m. Impressive US growth of 29%, albeit from a sm...

This video can be seen at: https://www.piworld.co.uk/2021/04/30/fireangel-fa-fy20-results-placing-overview/   John Conoley, Executive Chairman gives an overview of FireAngel FY20 results, how the business is evolving, and detail on the placing and open offer and what the will be used for. 00:00 – Opening animation 00:20 – Introduction 00:37 – FireAngel overview & markets 03:07 – Challenges fac...

This video can be seen at: https://www.piworld.co.uk/2021/04/30/piworld-andy-broughs-3-minute-stockslam-other-gems/   Andy commented on Twitter on the Stockopedia/piworld StockSlam from April; we catch up with Andy to hear what caught his eye, how he perceives the retail investor, how to ‘Slam a stock’ and reflections from his career as a Fund Manager. A stream of investing gems to entertain and i...

This video can be seen at: https://www.piworld.co.uk/2021/04/27/the-property-franchise-group-tpfg-full-year-2020-results-overview/ Gareth Samples, CEO talks through The Property Franchise Group full-year 2020 results, he gives an update on the Hunters acquisition, and he talks more about the strategic partnership announced with LSL today. 00:33 Summary of the period 01:50 Financial highlights 02:3...

This video can be seen at: https://www.piworld.co.uk/2021/04/23/mercia-asset-management-merc-virtual-shareholder-event-april-2021/   This showcases Mercia’s team, portfolio companies and an overview of the Group’s recent performance. Led by Mercia’s CEO Dr Mark Payton, this provides insight on the progress that Mercia is making on its three-year strategy. Mark was joined by Martin Glanfield, CFO,...

This video can be seen at:    The first in a series of introducing your kids to investing. Here, Edmund Shing outlines why we should all be interested in investing summarised by The Rule of 72, the number of years required to double your money at a given interest rate. Powerful! Edmund shares his experience of engaging his children in investing and covers some considerations valuable to introduce...

This video can be seen at: https://www.piworld.co.uk/2021/04/22/inspired-energy-inse-full-year-2020-results-presentation/ Mark Dickinson, CEO & Paul Connor, CFO present Inspired Energy FY20 results for the period ending 31 December 2020, and further, outline the rational for the rename to Inspired PLC, to better reflect the Group as a technology enabled service provider for energy procurement,...

This video can be seen at: https://www.piworld.co.uk/2021/04/21/tracsis-trcs-2021-interim-results-presentation/   Chris Barnes, CEO and newly appointed Andy Kelly, CFO present Tracsis' interim results for the six months ended 31 January 2021. Revenue growth in the Rail Technology & Services Division was offset by lower sales in Events and Traffic Data businesses due to CV19. They have a strong...

This video can be seen at: https://www.piworld.co.uk/2021/04/16/a-piworld-interview-rosemary-banyard-launching-a-fund-during-covid19/ Rosemary launched the VT Downing Unique Opportunities Fund on 23rd March 2020, just days from the nadir of the market crash. Here, she discusses launching a fund when there is 'blood on the streets'. She outlines some of her investing criteria including intrinsic va...