PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2021/03/11/attraqt-atqt-fy20-overview-by-mark-adams-ceo/ Mark Adams, CEO gives an overview of Attraqt's full year 2020 results, how they're delivering on their strategic priorities and how he sees the outlook. 00:33 FY20 overview 02:40 Aleph 04:44 The market 05:40 Delivering on strategic priorities 08:38 The outlook Attraqt Group plc is a United...

This video can be seen at: https://www.piworld.co.uk/2021/03/10/ultra-ule-preliminary-results-2020-presentation/   Ultra (ULE) Full Year 2020 results presentation given 9th March 2021, by Simon Price, CEO & Jos Sclater, CFO. Simon Price, CEO 00:00 Start 01:29 2020 unlocking the underlying strengths of Ultra 02:25 Strategic progress 06:08 Growth through 2020 20:08 2021 final guidance Jos Sclate...

This video can be seen at: https://www.piworld.co.uk/2021/03/09/headlam-group-head-full-year-2020-results-presentation/ Headlam Group (HEAD) Full Year 2020 results presentation given by Steve Wilson, CEO & Chris Payne, CFO. 00:00 Introduction 02:09 Overview 04:53 Financial Highlights 15:46 Operational Improvement Program 27:56 ESG Strategy 30:22 Trading outlook 32:18 Summary Headlam Group Plc...

This video can be seen at: https://www.piworld.co.uk/2021/02/26/piworld-interview-with-edmund-shing-the-idle-investor/   Edmund is CIO at BNP Paribas Wealth management. He talks to us about his approach to investing, which he’s been doing since he was 14 years old. Today, he targets a 20%+ return pa. We learn more about his asset allocation, how he selects investments, some of his top holdings, an...

This video can be seen at: https://www.piworld.co.uk/2021/02/25/various-eateries-vare-full-year-2020-results-overview/ Various Eateries (VARE) FY20 results overview with Andy Bassadone, Chairman, Yishay Malkov, CEO & Oli Williams, CFO, who outline the business, and the opportunities in the post CV19 world. They are an experienced management team, confident in their brands with a strong balance...

This video can be seen at: https://www.piworld.co.uk/2021/02/25/dotdigital-group-plc-dotd-interim-results-overview/   Milan Patel, CEO, outlines the key drivers during the period, including new and existing customers, with SMS channels being particularly strong. Growth still comes from product innovation, strategic partnerships and geographic expansion. Digital spend is going up, accelerated by CV...

This video can be seen at: https://www.piworld.co.uk/2021/02/19/stockopedia-piworld-virtual-stockslam-february-2021-with-damian-cannon/   The first virtual StockSlam was hosted by Damian Cannon, following the historical physical events in London. Over 1,350 investors joined the event live to hear 11 esteemed investors presenting their best stock idea in 3 minutes. Bite-sized nuggets to inspire you...

This video can be seen at: https://www.piworld.co.uk/2021/02/17/the-renewables-infrastructure-group-trig-fy20-results-presentation/   TRIG FY20 results presentation, given to analysts and investors on 17/02/21 by the management team. 0:00 Start Helen Mahy, Chairman 1:09 Introduction 2:36 TRIG 2020 Overview Richard Crawford, Director, Infrastructure 4:18 Net Asset Value & dividends 5:17 Investm...

This video can be seen at: https://www.piworld.co.uk/2021/02/15/4basebio-4bb-investor-presentation-february-2021/   4basebio (4BB) lists on AIM on 17th March 2021. Heikki Lanckriet, CEO gives us an overview of the business, what it does, the market opportunity, and how it plans to capitalise on it; its capital structure, and its short-term objectives on listing. About Heikki Lanckriet, CEO – 00:18...

This video can be seen at: https://www.piworld.co.uk/2021/02/11/piworld-interview-charlie-morris-all-about-bitcoin/   Charlie gives us a comprehensive overview of bitcoin. He helps us make sense of the febrile bitcoin market which is experiencing the Elon Musk's and Michael Saylor's impact. He outlines the key elements of bitcoins price, namely inflows and outflows; and more broadly talks of trans...

This video can be seen here: https://www.piworld.co.uk/2021/02/05/reg-hoare-investment-trusts-an-investing-panacea-for-pandemics-update/   Reg’s Investment Trust performance during 2020 played out very positively. Here, Reg follows-up on some of the Investment Trusts he mentioned in his last presentation (given May 2020), he tells us what he top sliced and what he’s bought into, his top pick, and...

This video can be seen at: https://www.piworld.co.uk/2021/02/03/idox-idox-full-year-2020-results-analyst-presentation-2-2-21/   David Meaden, CEO and Rob Grubb, CFO, present FY20 results to analysts followed by Q&A. David Meaden, CEO Introduction – 00:17 About Idox - 00:58 Investment case - 03:15 Delivering the strategy - 05:43 FY20 financial highlights - 06:54 Rob Grubb, CFO Financial highlig...

This video can be seen at: https://www.piworld.co.uk/2021/02/03/nwf-group-nwf-interim-results-analyst-presentation-2-2-21/ Richard Whiting, Chief Executive & Chris Belsham, Group Finance Director present NWF’s interim results (to 30.11.20), to analysts, on 2nd Feburary 2021. Richard Whiting, Chief Executive Introduction – 00:17 Results summary – 00:47 Impact and response to COVID-19 – 01:46 Fu...

This viedo can be seen at: https://www.piworld.co.uk/2021/01/29/piworld-interview-the-signs-were-there-tim-steer-andy-brough/   Tim Steer, Author of The Signs were There, and Andy Brough, Head of the UK & European, Small & Mid Cap team, at Schroders, talk through different elements of Tim’s book. They help us identify some of the red flags in company accounts, including where profits are f...

This video can be seen at: https://www.piworld.co.uk/2021/01/28/sthree-stem-full-year-2020-analyst-presentation-25-1-21/ Alex Dorman, CEO & Alex Smith, CFO present FY20 results to analysts followed by Q&A. Alex Dorman, CEO Alex Smith - 00:24 Overview of the FY20 - 01:43 Execution across the period - 07:00 Alex Smith, CFO Financials - 10:32 Alex Dorman, CEO Strategy & outlook - 27:40 ES...

This video can be seen at: https://www.piworld.co.uk/2021/01/25/sthree-stem-fy20-results-overview/   Mark Dorman, CEO & Alex Smith, CFO outline the full year results and discuss the outlook, where they believe SThree are in the best markets, taking market share, and investing to become the number one STEM talent provider in the best STEM markets. Mark Dorman, CEO Overview of the period - 00:23...

This video can be seen at: https://www.piworld.co.uk/2021/01/22/knights-group-kgh-h1-analysts-presentation-19-1-21/   David Beech, CEO, Kate Lewis CFO & Richard King, COO present H1 results to analysts, followed by Q&A. David Beech, CEO Scalable business - 00:37 Track record of profit - 02:44 Key financial highlights - 04:51 Kate Lewis, CFO Financials - 05:42 David Beech, CEO Scaling the b...

This video can be seen at: https://www.piworld.co.uk/2021/01/21/bonhill-bonh-fy20-trading-update-january-2021/   Simon Stilwell, CEO discusses highlights of 2020, the impact of CV19, the opportunities, and the outlook for 2021. Key highlights FY20 – 00:23 Financials - 01:38 Covid-19 - 03:13 Events - 06:10 2021 strategy - 08:42 The return of live events - 09:55 Outlook – 10:48 About Bonhill: Bonhil...

This video can be seen at: https://www.piworld.co.uk/2021/01/18/accrol-group-acrl-interim-results-presentation-january-2021/   Accrol Group H1 presentation delivered as part of the results roadshow, followed by Q&A. With Dan Wright, Executive Chairman, Gareth Jenkins CEO, & Graham Cox, Managing Director, Tissue Division. Dan Wright, Executive Chairman Introduction – 00:17 H1 Highlights – 0...

This video can be seen at: https://www.piworld.co.uk/2021/01/15/piworld-interview-ben-mckeown-dowgate-capital/   Ben McKeown, CFA, Investment Director at Dowgate Capital, discusses how he manages money at Dowgate. We learn some of their investing criteria, and where he sees their current opportunities. Ben tells us that Dowgate Capital’s wealth management division is a younger, more dynamic wealth...

This video can be seen here: https://www.piworld.co.uk/2021/01/08/piworld-interview-andrew-hollingworth-reflections-on-2020/   Andrew Hollingworth, Founder, HollAnd Advisors, discusses his investment approach and running a fund during CV19: what went well and badly, and opportunities for 2021. We get a real sense of some of the aspects of fund management.  Andrew’s background & HollAnd Advisor...

This video can be seen at: https://www.piworld.co.uk/2021/01/06/ra-international-rai-investor-presentation-december-2020/ Soraya Narfeldt (CEO), Lars Narfeldt (COO) and Andrew Bolter (CFO) give an overview of RA International and an update on current trading following December 2020's trading update. Soraya Narfeldt, CEO Introduction - 00:17 Soraya Narfeldt, CEO, Andrew Bolter, CFO & Lars Narfe...

This video can be seen at: https://www.piworld.co.uk/2020/12/30/piworld-2020-round-up-interview-mark-slater/   Mark Slater, Chairman & CIO, Slater Investments, looks back at 2020. Codemasters (CDM) played out very well, as anticipated. The learnings repeated: in a crisis, don't panic and take advantage of it; aggressively. Finally, Mark gives us his expectations for the UK markets in 2021, whi...

This video can be seen at: https://www.piworld.co.uk/2020/12/29/piworld-2020-round-up-interview-david-thornton/   David’s performance from the lows of March to December 2020, was +99%, with a ytd performance (to 14.12.20) of +10%. Here David outlines what went well, with Tremor (TRMR), which endorses the need for patience and taking a long term view. IMImobile (IMO) didn’t go so well, selling out...

This video can be seen at: https://www.piworld.co.uk/2020/12/23/piworld-2020-round-up-interview-stephen-english/   We interviewed Stephen back in April 2020. Now he updates us on joining Stellar Asset Management, on 1st September 2020. He discusses, what has gone well and how to avoid value traps, advising don’t buy a recovery stock unless it’s rallied significantly, citing Volex (VLX). What didn’...