PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2020/11/09/a-tech-deep-dive-into-silicon-carbide-for-investors/   An hour's deep dive into silicon carbide (SiC) market, to summarise what investors should know. Here Dr Peter Gammon, who is an Associate Professor at the University of Warwick, talks about the power electronics market, technical characteristics of silicon carbide, suitability of...

This video can be seen at: https://www.piworld.co.uk/2020/11/06/piworld-interview-an-hour-with-paul-jourdan/   A fabulous hour with Paul Jourdan, CEO and Co-Founder of Amati Global Investors. We get a real sense of his investing rationale and thinking. Paul talks about where he sees market opportunities. How Amati dealt with CV19. Companies he thinks are interesting. What he's learned from mistake...

This video can be seen at: https://www.piworld.co.uk/2020/11/04/proactis-holdings-phd-fy20-results-presentation/   By Tim Sykes, CEO & Richard Hughes, CFO Tim Sykes, CEO Key messages – 00:35 Highlights - 02:12 CV19 impact - 06:28 Growth strategy – 08:39 Target market – 11:30 bePayd - 13:44 TCV performance - 17:20 ARR performance - 21:16 HRA analysis – 23:49 Churn analysis - 25:37 Richard Hughe...

This video can be seen at: https://www.piworld.co.uk/2020/10/29/proactis-group-holdings-full-year-2020-results-overview/   Tim Sykes, CEO, talks to piworld’s Tamzin Freeman about the Group's full year results to 31st July 2020. The key themes for the year – 00:30 Highlights of the period – 01:00 Progress against growth strategy - 02:07 Operational progress - 03:08 Outlook - 03:48 PROACTIS Holdings...

This video can be seen at: https://www.piworld.co.uk/2020/10/27/whireland-whi-half-year-results-overview-october-2020/   WHIreland CEO Phillip Wale presents an overview of the group's half year results for the period ended 30 September 2020. Introduction - 00:21 Financial highlights - 00:34 Wealth Management highlights - 01:13 Corporate & Institutional Broking highlights - 01:47 Outlook - 02:1...

This video can be seen here: http://www.piworld.co.uk/2020/10/22/piworld-intervie…-richard-leonard/     We are privileged to spend an hour chatting to Andy Brough, Head of the UK & European Small & Mid Cap Team at Schroders, and Richard Leonard who co-runs a Family Office, an amazing duo. Firstly, we discuss their different perspectives as a family office and institutional fund, then, cove...

This video can be seen at: http://www.piworld.co.uk/2020/10/16/a-piworld-interv…h-david-thornton/   Growth Company Investor update, October 2020 David Thornton is Owner & Editor of Growth Company Investor (GCI). He tells piworld of his new ownership of GCI, updates on companies he mentioned in July, and gives an overview of those companies he’s recently interviewed, which he feels have good gr...

This video can be seen at: https://www.piworld.co.uk/2020/10/06/air-partner-air-interim-results-interview-by-piworld-with-mark-briffa-ceo/   Mark discusses AIR’s outstanding H1 with underlying PTP +250% and underlying EPS +198% mainly driven by Group Charter and Freight divisions. He goes on to discuss the performance of each of the divisions, the initiatives taken and then moves on to the opportu...

This video can be seen at: https://www.piworld.co.uk/2020/10/02/1spatial-spa-interim-results-presentation-september-2020/   1Spatial (SPA) interim results presentation by Claire Milverton, CEO & Andy Fabian, CFO, given to analysts 30.09.20. Claire Milverton, CEO What we do - 00:31 H1 21 Financial overview - 04:07 Covid-19 & current trading - 06:33 Andy Fabian, CFO Financial results - 08:53...

This video can be seen at: https://www.piworld.co.uk/2020/10/01/sumo-group-sumo-h1-20-results-presentation-including-details-of-the-pipeworks-acquisition/   Carl Cavers, CEO & David Wilton, CFO present Sumo H1 20 results, and give more details of the Pipeworks acquisition, in this presentation to analysts given 30th September 2020.   Sumo Group plc is a United Kingdom-based company that provid...

This video can be seen at: https://www.piworld.co.uk/2020/10/01/attraqt-atqt-2020-interim-results-overview/   Mark Adams, CEO discusses the Group's interim results for the period ending 30th June 2020, and the acquisition of Aleph, with piworld. Introduction - 00:22 Why did Mark accept the position of CEO and initial observations - 00:30 Results overview - 02:09 What's been happening in the market...

This video can be seen at:  http://www.piworld.co.uk/2020/09/28/fireangel-safety…results-overview/     piworld catch up with John Conoley, Executive Chairman, FireAngel Safety Technology, to hear more about the interim results, where they're at in their evolution, and how they see the outlook going forward. Who are FireAngel? – 00:30 Overview of H1 - 01:29 Operational performance - 04:02 Where’s F...

This video can be seen at:  http://www.piworld.co.uk/2020/09/29/xlmedia-xlm-h1-2…-ian-balchin-cfo/   XLM's Stuart Simms, CEO, & Iain Balchin, CFO, give a brief presentation of H1 20 results, the strategy going forward, and the outlook. Stuart Simms, CEO Introduction to XLM - 00:48 Operating overview - 1:46 Recovery of the Casino business - 03:29 Current plans for the branded sites - 05:25 Iain...

This video can be seen at: https://www.piworld.co.uk/2020/09/25/litigation-capital-management-lit-fy20-results-presentation/   Litigation Capital Management (LIT) FY20 presentation by Patrick Moloney, CEO, Nick Rowles-Davies, Executive Vice Chairman and Mary Gangemi, CFO. Patrick Moloney, CEO Overview of the year - 00:40 Measures of growth - 04 :05 LCM’s business model - 05:19 Asset management bus...

This video can be seen at: https://www.piworld.co.uk/2020/09/25/piworld-interview-an-hour-with-cockney-rebel/   Cockney Rebel AKA Richard Crow, has a name for making money in small caps, with a knack for perfect timing. He has an annual investment return of 30%+, and runs a private chatroom of over 250 members, who discuss stocks. In this interview we glean more about how Richard invests to get su...

This video can be seen at: https://www.piworld.co.uk/2020/09/25/judges-scientific-jdg-h1-20-results-presentation/   David Cicurel (CEO), Brad Ormsby (Group FD) & Mark Lavelle (COO) present Judges Scientific’s half year results for the period ending 30 June 2020 David Cicurel, CEO Introduction – 00:19 About Judges Scientific – 00:27 Results key messages – 01:27 COVID-19 update – 03:14 Brad Orms...

This video can be seen at: https://www.piworld.co.uk/2020/09/24/tremor-trmr-h1-2020-investor-presentation/   Ofer Druker, Chief Executive Officer presents Tremor H1 20 results. Introduction – 00:17 Overview – 01:06 Tremor vision – 01:49 Q3 performance overview including Covid-19 – 02:31 H1 highlights – 03:43 Market trends – 04:58 Covid-19 – 05:49 Technology stack – 06:20 Global presence – 06:57 On...

This video can be seen at: http://www.piworld.co.uk/2020/09/21/litigation-capit…results-overview/   Patrick Moloney, CEO discusses the FY20 results with piworld. Introduction - 00:24 2020 overview - 00:49 Financial results - 04:09 Current portfolio of direct investments - 07: 25 LCM Global alternative returns fund - 08:57 Covid-19 - 09:31 Outlook - 12:50 About Litigation Capital Management: Litiga...

    Jack Cooney, CEO, John Yuncza, CFO & Enzo LiCausi, VP of Finance present H1 20 results followed by Q&A, on 14th September 2020. Jack Cooney, CEO Introduction - 00:18 Covid-19 - 00:24 H1 highlights - 03:16 John Yuncza, CFO H1 highlights: Sales - 04:26 Enzo LiCausi, VP of Finance Financial results - 12:32 John Yuncza, CFO Strategy update & outlook - 18:17 Q&A - 26:52 About Somero...

This video can be seen at: https://www.piworld.co.uk/2020/09/17/eagle-eye-solutions-eye-full-year-20-results-presentation/   Eagle Eye Solutions (EYE) FY20 results presentation to analysts by Tim Mason, CEO & Lucy Sharman-Munday, CFO, on 16th September 2020. Tim Mason, CEO Introduction – 00:18 Executive summary – 02:51 Covid-19 – 03:33 Lucy Sharman-Munday, CFO Financial update – 07:40 Tim Maso...

This video can be seen at: https://www.piworld.co.uk/2020/09/17/aquis-exchange-plc-aqx-h1-20-results-presentation/     Alasdair Haynes, CEO and Jonathan Clelland, CFO & COO present Aquis Exchange H1 20 results 11th September 2020. Alasdair Haynes, CEO and Jonathan Clelland, CFO & COO Introduction - 00:17 Alasdair Haynes, CEO Initial results - 02:29 Covid-19 - 04:32 Market share - 11:00 Jon...

This video can be seen at: https://www.piworld.co.uk/2020/09/16/the-property-franchise-group-tpfg-interim-results-presentation-september-2020/   Gareth Samples, CEO and David Raggett, CFO present The Property Franchise Group (TPFG) H1 20 results. Gareth Samples, CEO and David Raggett, CFO Introduction & timeline - 00:20 David Raggett, CFO Financial overview - 05:00 Gareth Samples, CEO Covid-19...

This video can be seen at: https://www.piworld.co.uk/2020/09/16/kape-technologies-kape-h1-20-results-presentation/   Ido Erlichman, CEO & Moran Laufer, CFO present H1 20 results to analysts, followed by Q&A, 15 September 2020. Ido Erlichman, CEO Investment summary - 00:42 Ido Erlichman, CEO & Moran Laufer, CFO Financial & operational highlights - 02:06 Ido Erlichman, CEO Data priva...

This video can be seen at: https://www.piworld.co.uk/2020/09/15/sthree-stem-q3-trading-update-latest-sentiment-survey/   Mark Dorman, CEO & Alex Smith, CFO, speaking to analysts on 14th September 2020, following their Q3 trading update. Mark Dorman, CEO Q3 overview – 00:45 Alex Smith, CFO Q3 trading – 02:11 Q3 regional performance – 03:36 Q3 improving underlying performance – 05:52 Mark Dorman...

This video can be seen at: https://www.piworld.co.uk/2020/09/11/inspired-energy-inse-half-year-2020-results-presentation/   Mark Dickinson, CEO & Paul Connor, CFO present Inspired Energy's half year results, in a presentation to analysts 9.9.20. Mark Dickinson, CEO Introduction - 00:18 Paul Connor, CFO Financial results - 00:38 Mark Dickinson, CEO Strategic update incl. covid - 08:54 Outlook -...