PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2020/12/22/piworld-2020-round-up-of-the-year-john-rosier/   John called the market to perfection, when we spoke to him back in April 2020. He outlines how it’s played out for him throughout the rest of the year, what went well, what went less well, and what he’s most bullish about for 2021. A sanguine thought, if he’d have done nothing this year...

This video can be seen at: https://www.piworld.co.uk/2020/12/21/piworld-2020-round-up-leon-boros/   Leon has had an exceptional performance this year, up 37%. His top contributor is Best of the Best (BOTB) which he continues to hold. He regrets selling Games Workshop (GAW) in the 40's, but swallowed his pride and bought back recently. For 2021, he believes Wey Education (WEY) should outperform. Ho...

This video can be seen at: https://www.piworld.co.uk/2020/12/19/piworld-2020-round-up-paul-scott/   Paul’s achieved outstanding returns for the year, where he used hedging. Interesting flatter where he has no hedges. He highlights some great learnings both about using hedges, and separately that cheap companies can get a lot cheaper! For 2021, he is very bullish about BooHoo. Delivered in Paul’s u...

This video can be seen at: https://www.piworld.co.uk/2020/12/18/piworld-2020-round-up-of-the-year-richard-leonard/   Richard’s had a rollercoaster of a year, in April he was down over 40% and has now recovered to c +8%, from peak to trough, up about 80%. His biggest regret, moving to almost 100% cash in March, but he got back on the horse quickly, buying Polar Capital amongst others. Hear more of...

This video can be seen at: https://www.piworld.co.uk/2020/12/17/piworld-round-up-of-the-year-cockney-rebel/   One of a series of short interviews to round up 2020. Having spent most of the CV19 crash, cashed out and crashed out, Richard returned in top gear from June onwards. Here he tells us a few of the highlights, and his most favoured stock for 2021. Performance year to date c+35% – 00:50 What...

This video can be seen at: https://www.piworld.co.uk/2020/12/15/sthree-stem-fy20-trading-update-analyst-meeting/   SThree CEO Mark Dorman and CFO Alex Smith present a full year trading update and the results of their latest client sentiment survey. Mark Dorman, CEO Introduction – 00:17 Full year overview - 00:54 Alex Smith, CFO. Full year trading - 05:08 Regional performance – 06:21 Positioning at...

This video can be seen at: https://www.piworld.co.uk/2020/12/14/benchmark-bmk-fy20-results-analyst-presentation/   Trond Williksen, CEO & Spetima Maguire, CFO present FY20 results to analysts. A transformational year, completing the restructuring, with good growth opportunities and long-term growth drivers. Trond Williksen, CFO Introduction – 00:20 Overview – 00:49 Benchmarks objectives - 04:2...

This video can be seen at: https://www.piworld.co.uk/2020/12/11/creightons-crl-interim-results-presentation-december-2020/   A comprehensive financial overview by Paul Forster, Group FD and Commercial Director, illustrating CRL’s agility to deliver in spite of Covid. Followed by Pippa Clark, Global Marketing Director & Deputy MD’s summary of the beauty, fragrance and healthcare market, (a fasc...

This video can be seen at: https://www.piworld.co.uk/2020/12/09/tekmar-group-tgp-h1-results-presentation-december-2020/   New CEO, Alasdair MacDonald gives a comprehensive overview of the business and the market, followed by Sue Hurst, CFO who presents the financials for the period ended 30th September 2020. Alasdair MacDonald, CEO Introduction - 00:18 Alasdair MacDonald, CEO & Sue Hurst, CFO...

This video can be seen at: https://www.piworld.co.uk/2020/12/09/begbies-traynor-beg-h1-analyst-presentation-december-2020/   Ric Traynor, Executive Chairman, and Nick Taylor, Group Finance Director, present H1 results for the six months ended 31 October 2020, outlining a strong first half performance and confidence in the full year outlook. Ric Traynor, Executive Chairman. Introduction to Begbies...

This video can be seen at: https://www.piworld.co.uk/2020/12/07/ted-baker-ted-2021-interim-results-overview/   Ted Baker's CEO Rachel Osborne & CFO, David Wolffe summarise the H1 21 results, and give an update on Ted's growth formula. Rachel Osborne, CEO Key Highlights – 00:37 David Wolffe, CFO Financial highlights – 02:38 Financial outlook - 04:05 Rachel Osborne, CEO Strategic progress – 05:0...

This video can be seen at: https://www.piworld.co.uk/2020/12/02/ig-design-group-igr-2021-interim-results-presentation/   Paul Fineman, CEO & Giles Willits, CFO present the IG Design Group 2021 H1 results for the six months ended 30 September 2020. Paul Fineman, CEO, Introduction - 00:17 H1 Highlights - 00:36 Performance - 04:32 Strategy in action – 10:08 Giles Willits, CFO Financial highlights...

This video can be seen at: https://www.piworld.co.uk/2020/12/02/the-panoply-tpx-interim-results-for-6-months-ended-30-9-20/   Neal Gandhi, CEO & Oliver Rigby, CFO present the H1 results followed by Q&A. Given on 30.1.20. Neal Gandhi, CEO Introduction to the team - 00:33 TPX at a glance - 01:36 Competitive landscape - 02:37 H1 highlights - 05:25 Oliver Rigby, CFO Financials - 07:33 Neal Gan...

This video can be seen at: https://www.piworld.co.uk/2020/12/01/cerillion-cer-full-year-20-results-presentation-given-at-sharesoc-30-11-20/   Louis Hall, CEO & Oliver Gilchrist, CFO present FY20 results at ShareSoc November 2020.   Louis Hall, CEO & Oliver Gilchrist, CFO Introduction – 00:20 Louis Hall, CEO Business overview - 01:410 Products & markets overview - 03:30 Key highlights -...

This video can be seen at: https://www.piworld.co.uk/2020/12/01/calnex-solutions-clx-h120-results-presentation-november-2020/   Tommy Cook, CEO & Ashleigh Greenan, CFO present interim results for the period ended 30th September 2020. CLX IPO'd October 2020. Tommy Cook, CEO Introduction to Tommy & Ashleigh - 00:28 What Calnex do - 01:34 The telecom testing market - 04:46 H1 highlights - 07:...

This video can be seen at: https://www.piworld.co.uk/2020/11/30/whireland-whi-conditional-acquisition-of-harpsden/   Phillip Wale, Chief Executive & Stephen Ford, Executive Director, Head of Wealth Management outline the WHI plan for growth, and where the Harpsden Wealth Management acquisition fits into that. Phillip Wale, Chief Executive Plan for growth - 00:40 Stephen Ford, Executive Directo...

This video can be seen at: https://www.piworld.co.uk/2020/11/30/tracsis-trcs-fy20-results-presentation/   Chris Barnes, CEO, Max Cawthra, CFO & Andy Kelly, (incoming CFO from February 2021) present TRCS FY20 results, providing more colour to the results, the outlook and the strategy going forward. Chris Barnes, CEO Overview - 00:34 Andy Kelly, (incoming CFO from February 2021) Introduction to...

This video can be seen at: https://www.piworld.co.uk/2020/11/27/ra-international-rai-who-they-are-what-they-do/   Soraya Narfeldt, CEO, Lars Narfeldt, COO & Andrew Bolter, CFO outline RA International, including the company’s history, what they do, their values and the story since IPO. Soraya Narfeldt, CEO History of RA International – 00:19 Lars Narfeldt, COO & Andrew Bolter, CFO What we...

This video can be seen at: https://www.piworld.co.uk/2020/11/26/mind-gym-mind-h1-investor-presentation-november-2020/   Octavius Black, Co-Founder & CEO, Richard Steele, CFO & Elaine Safier, Chief Digital Officer, outline Mind Gym's H1 results, and their ambitious strategy to grow the business going forward. Octavius Black, Co-Founder & CEO H1: CV19 & Operational highlights - 01:05...

This video can be seen at: https://www.piworld.co.uk/2020/11/26/tracsis-trcs-full-year-2020-results-overview/   Chris Barnes, CEO & Max Cawthra, CFO provide an overview of Tracsis FY20 results, the group's development and what's driving the business. Chris Barns, CEO Overview - 00:35 Max Cawthra, CFO Financial overview - 02:38 Chris Barns, CEO Group development - 04:11 Max Cawthra, CFO Trade p...

This video can be seen at: https://www.piworld.co.uk/2020/11/25/argentex-agfx-h1-results-presentation-november-2020/   Carl Jani, Co-CEO outlines Argentex's business model, their latest trading and the strategy going forward. Introduction – 00:18 What we do - 00:50 How we work - 01:44 Addressable market - 03:58 Clients - 05:43 Performance - 06:35 Interim results - 06:55 Income statement - 08:12 Ba...

This video can be seen at: https://www.piworld.co.uk/2020/11/24/dotdigital-group-plc-dotd-full-year-results-presentation/   Milan Patal, CEO & Paraag Amin, CFO present the FY20 results, illustrating how the year has panned out with CV19. This comprehensively covers the market, the strategy and how they see the opportunities ahead. Milan Patel, CEO Introduction – 00:17 What we do – 00:25 Who we...

This video can be seen at: https://www.piworld.co.uk/2020/11/24/ig-design-group-igr-h1-21-results-overview/   Paul Fineman, CEO & Giles Willits, CFO discuss the IG Design Group H1 results with piworld. Paul Fineman, CEO & Giles Willits, CFO H1 performance - 00:32 Giles Willits, CFO Financial postion in light of CV19 - 02:27 Paul Fineman, CEO IGR response to CV19 - 03:04 Giles Willits, CFO...

This video can be seen at: https://www.piworld.co.uk/2020/11/19/charles-stanley-cay-2020-half-year-results-overview/   Charles Stanley CEO Paul Abberley and CFO Ben Money-Coutts present an overview of the Group’s Half Year results to 30th September 2020. Paul Abberley, CEO Overview – 00:23 Ben Money-Coutts, CFO Financial overview – 01:19 Paul Abberley, CEO Business transformation update – 06:30 Ou...

This video can be seen at: https://www.piworld.co.uk/2020/11/17/dotdigital-group-dotd-full-year-2020-results-overview/   CEO Milan Patel and CFO Paraag Amin, talk about the Groups’ full year results to 30th of June 2020 Milan Patel, CEO Overview of the year – 00:37 The impact of COVID-19- 03:25 Market overview – 05:21 Paraag Amin, CFO Financial highlights – 06:45 Milan Patel, CEO Outlook – 08:25 d...