PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2020/09/11/a-piworld-interview-an-hour-with-castleford-tiger/   Castleford Tiger has been making around 30-40% annual returns from his small cap portfolio, over time. Here he discusses his investing criteria with some stocks as examples, where he feels there is scope for significant upside. CT’s career background and how he got into investing? -...

  This video can be seen at: https://www.piworld.co.uk/2020/09/10/emis-group-plc-emis-half-year-2020-results-presentation/   EMIS H1 2020 presentation to analysts, 9th September 2020, by Andy Thorburn, CEO & Peter Southby, CFO. Andy Thorburn, CEO Introduction - 00:31 Peter Southby, CFO Financial review - 02:19 Andy Thorburn, CEO Operational review - 14:12 Operational performance incl. Covid-19...

This video can be seen at: http://www.piworld.co.uk/2020/09/09/luceco-plc-luce-…s-september-2020/    Presentation to analysts 8.9.20 by John Hornby, CEO & Matt Webb, CFO. John Hornby, Chief Executive Officer Overview of Luceco - 00:30 John Hornby, Chief Executive Officer & Matt Webb, Chief Financial Officer Highlights - 00:56 Matt Webb, Chief Financial Officer Financial Overview - 05:52 Co...

Creightons Group Managing Director, Bernard Johnson, Group Finance and Commercial Director, Paul Forster and Global Marketing Director/Deputy MD, Pippa Clark present full year 2020 results Bernard Johnson, Group Finance and Commercial Director Introduction - 00:20 Outline of Company progress - 01:08 Covid 19 - 02:49 Group Finance and Commercial Director, Paul Forster Financial summary and key resu...

This video can be seen at: https://www.piworld.co.uk/2020/08/12/appreciate-group-app-fy20-results-presentation/     Appreciate Group CEO, Ian O’Doherty & CFO, Tim Clancy, present full year 2020 results Ian O’Doherty, CEO Overview - 00:28 Full highlights - 00:49 Covid-19 - 02:59 Performance overview - 06:23 Tim Clancy, CFO Financial results - 08:29 Summary & outlook - 16:17 Ian O’Doherty, C...

This video can be seen at: http://www.piworld.co.uk/2020/08/12/empresaria-emr-2…results-overview/     Empresaria CEO Rhona Driggs and CFO Tim Anderson talk to piworld's Tamzin Freeman about the Group's Interim results for the period ended 30th June 2020. Rhona Driggs, CEO Overview of the period - 00:34 Tim Anderson, CFO Financial highlights - 02:32 Rhona Driggs, CEO Operational efficiencies - 04:1...

This video can be seen at: https://www.piworld.co.uk/2020/08/07/imimobile-plc-imo-full-year-results-2020/   Presentation by Jay Patel, CEO & Mike Jefferies, CFO present full year results, August (for the year ended 31.05.20). Jay Patel, CEO Overview – 00:18 FY20 Trading performance – 01:18 Covid-19 – 03:30 Mike Jefferies, CFO Financials – 05:38 Jay Patel, CEO Cloud communications products – 11...

This video can be seen at: https://www.piworld.co.uk/2020/08/07/piworld-interview-with-richard-leonard-investor-trader-life-in-a-family-office/   Richard has achieved an average annual return of over 30% pa over the last 10 years. Here, he outlines what he looks for to achieve that. Bursting with enthusiasm, together with some great stock picks, with an engagingly honest insight to his reaction to...

This video can be seen at: https://www.piworld.co.uk/2020/08/05/the-panoply-tpx-fy20-results-july-2020/   FY 2020 results presentation (for the year ended 31.3.20), by Neal Gandhi, CEO & Co-founder and Oliver Rigby, CFO & Co-Founder Neal Gandhi, CEO & Co-Founder Introduction – 00:18 What TPX do - 00:55 Oliver Rigby, CFO & Co-Founder Financial results - 06:51 Neal Gandhi, CEO &...

This video can be seen at: https://www.piworld.co.uk/2020/08/05/nwf-group-nwf-full-year-results-2020-presentation-august-2020/   By Richard Whiting, Chief Executive & Chris Belsham, Group Finance Director present Full Year results (for the year ended 31.05.20).   About NWF Group: NWF Group plc is engaged in the manufacture and sale of animal feeds, the sale and distribution of fuel oils, and t...

This video can be seen at: http://www.piworld.co.uk/2020/08/03/ig-design-group-…lts-presentation/   Paul Fineman, CEO & Giles Willits, CFO, present FY20 results, followed by Q&A. Paul Fineman, CEO Highlights – 00:19 Covid-19 - 03:56 Giles Willits, CFO Financial overview - 10:19 Paul Fineman, CEO Strategy - 24:45 CSS Integration - 31:12 Q1 update & 2021 outlook - 36:03 Summary - 41:21 Q...

This video can be seen at: https://www.piworld.co.uk/2020/07/30/ultra-ule-interim-results-2020/   Presentation given to analysts by Simon Pryce, CEO & Jos Sclater, CFO on 30th July 2020. Simon Pryce, CEO H1 overview - 55:03 Covid 19 - 03:53 Increased technology/capability investment - 06:26 Important new contract wins - 08:52 Transformation programme - 11:37 Jos Sclater, CFO Financial review -...

This video can be seen at: http://www.piworld.co.uk/2020/07/28/ig-design-group-…ear-2020-results/   Paul Fineman, CEO & Giles Willits, CFO discuss Full Year 2020 results, (period ending 31.3.20), with piworld’s Tamzin Freeman. Paul Fineman Overview – 0:36 CV19 - 02:10 Giles Willits Financials – 04:00 Paul Fineman Performance drivers - 05:15 CSS integration - 06:45 Outlook - 07:40 IG Design Gro...

This video can be seen at:  http://www.piworld.co.uk/2020/07/25/an-hour-with-mar…-piworld-webinar/   Mark Slater, Chairman & CIO at Slater Investments talks to piworld's Tamzin Freeman. Where we learn Mark is looking for companies that will give an investing return of 50-100% over 3-5 years. We get insights on how Mark analyses stocks to identify these compounders. Further, of course, he discu...

This video can be seen at: https://www.piworld.co.uk/2020/07/21/sthree-stem-half-year-results-2020-presentation/   Mark Dorman, CEO & Alex Smith, CFO present the Group’s Half Year results for the 6 months ending 31st May 2020. Mark Dorman, CEO Introduction – 00:19 Performance – 01:36 CV-19 – 03:10 STEM’s purpose – 05:30 Navigating through & beyond the pandemic – 07:25 Alex Smith, CFO Finan...

This video can be seen at: https://www.piworld.co.uk/2020/07/20/sthree-stem-half-year-results-overview-july-2020/   SThree CEO Mark Dorman and CFO Alex Smith talk to piworld's Tamzin Freeman giving an overview of the Group's Half Year results for the 6 months ending 31st May 2020. Mark Dorman, CEO Results overview - 00:34 Alex Smith, CEO Financial Highlights 01:20 Mark Dorman, CEO Effects of COVID...

This video can be seen at: https://www.piworld.co.uk/2020/07/18/trackwise-twd-investor-presentation-july-2020/   An comprehensive overview of Trackwise by Philip Johnston, CEO & Mark Hodgkins, CFO, including insight to the acquisition of Stevenage Circuits, and its integration. Philip Johnston, CEO Who are Trackwise? – 00:19 Business strategy - 01:18 Radio Frequency (RF) Division - 02:25 IHT (...

This video can be seen at: https://www.piworld.co.uk/2020/07/17/an-hour-with-andy-brough-a-piworld-webinar/   A very entertaining and informative hour with Andy Brough, Head of the UK & European Small & Mid Cap team at Schroders. Andy gives us his tips and insights on how to make money from equities, illustrated with many colourful anecdotes. A great watch for any equity investor. Andy’s c...

This video can be seen here: https://www.piworld.co.uk/2020/07/13/pantheon-international-pin-investor-presentation-july-2020/    The Pantheon team give a comprehensive overview of Private Equity, and the Pantheon International investment case to take advantage of the outsized returns from the sector. Vicki Bradley, Head of IR Presenting team - 00:45 History of Patheon - 01:39 PIP: a PE Investment...

This video can be seen at:  https://www.piworld.co.uk/2020/07/13/avation-avap-investor-update-july-2020/   Richard Wolanski, Finance Director, gives a comprehensive overview of Avation, how they’ve managed CV-19, and how he sees the outlook. Overview - 00:18 Snapshot of Avation – 01:00 Financials, 9 months to 31st March 20 - 03:20 COVID-19 Liquidity Strategy - 04:22 Customer Overview - 06:21 Suppo...

This video can be seen at: https://www.piworld.co.uk/2020/07/09/whireland-whi-full-year-results-overview-july-2020/   WHIreland CEO Phillip Wale presents an overview of the Group’s final results for the 12 months ended 31 March 2020. Introduction – 00:19 Financial highlights – 00:37 Wealth Management – 01:00 Corporate & Institutional Broking – 01:22 Enhancing our governance – 02:03 Current tra...

This video can be seen at: https://www.piworld.co.uk/2020/07/06/allia-cc-retail-charity-bonds/   Mark Glowery, Director, Fixed Income Sales, at Allia C&C, outlines more about Allia’s Retail Charity Bonds, and describes in detail seven specific bonds which were issued by them since 2014 to date. Introduction – 00:18 How it works – 05:10 History and timeline - 09:51 Issuers: Golden Lane Housing...

This video can be seen at:  https://www.piworld.co.uk/2020/07/03/piworld-webinar-david-thornton-small-is-beautiful-why-smal-caps-what-to-buy-now/   David is the Editor of Growth Company Investor, and here we tap into some of the knowledge he’s gleaned from over 1,740 interviews with management, over the 7 years he's been in the role. Firstly, David talks us through why he invests in small caps and...

This video can be seen at:  http://www.piworld.co.uk/2020/07/02/air-partner-air-…update-july-2020/   Mark Briffa, CEO gives an update on current trading, operations and the outlook. Current trading and CV-19 - 00:35 The placing – 03:00 Acquisition of Redline - 03:45 Business activity with lockdown lifting - 04:54 Outlook - 06:06

This video can be seen at: https://www.piworld.co.uk/2020/06/29/codemasters-cdm-full-year-results-presentation-june-2020/   By Frank Sagnier, CEO & Rashid Varachia, CFO A comprehensive overview illustrating significant progress across the Group. Growth in revenues, gross profit and digital sales. The period included the acquisition of Slightly Mad Studios. The outlook includes a strong pipelin...