PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2020/06/24/brooks-macdonald-brk-acquisition-of-lloyds-bank-internationals-offshore-wealth-management-funds/   Brooks Macdonald’s announcement of their acquisition of Lloyds Bank International’s offshore wealth management and funds business. Presentation by CEO Caroline Connellan, Finance Director Ben Thorpe & CEO International & Group De...

This video can be seen at: https://www.piworld.co.uk/2020/06/19/piworld-webinar-everything-you-wanted-to-know-about-corporate-bonds-by-paul-hawkins/   A comprehensive overview of Corporate Bonds, for the retail investor who wants to invest in this asset class, but isn't sure how to go about it. Paul is an ex Bond Trader, who very generously shares his knowledge with us. Well worth the hour, if you...

This video can be seen at: https://www.piworld.co.uk/2020/06/16/idox-results-idox-6-months-year-ended-30th-april-2020-hy20/   Analyst presentation given 16th June 2020 David Meaden, CEO Introduction & vision – 00:18 FY20 Highlights – 04:27 Rob Grubb, CFO Financial Review – 05:45 2020 guidance – 17:53 David Meaden, CEO HY20 Operational Highlights – 19:42 Operational strategy – 24:24 Summary &am...

This video can be seen at: https://www.piworld.co.uk/2020/06/12/robin-griffiths-macro-commentary-for-investors/   Robin takes us on a bearish economic journey, giving his view for the next few years, then forward to strength driven by China and India. Based on his research, he maps out how investors can optimise their investing returns to benefit from these future trends. Robin’s background - 00:4...

This video can be seen at: https://www.piworld.co.uk/2020/06/10/tr-property-investment-trust-try-presentation-june-2020/    Presentation by Marcus Phayre-Mudge, Fund Manager. Marcus gives an overview of the fund, and some insight to the commercial property sector during the COVID-19 period. The fund yields 4%. At this time has a 9% discount to NAV. Worth a listen. Introduction – 00:20 Agenda – 00:...

This video can be seen at: https://www.piworld.co.uk/2020/06/09/the-panoply-tpx-june-2020-investor-presentation/   Neal Gandhi (CEO) and Oliver Rigby (CFO) present an update on The Panoply, the structure, how the group is performing, the impact of CV19, and how the business will grow. Neal Gandhi, CEO Introduction – 00:18 Agenda – 00:34 About The Panoply – 01:14 The Group – 05:08 The value proposi...

This video can be seen here: https://www.piworld.co.uk/2020/06/05/piworld-thursday-webinar-david-stevenson-covid-investing/   Excellent investing insight from David on current valuations, how he’s played the COVID-19 markets to date, and where an investor can find income. Forthright views on sectors, funds and the economy, which make you think. Superb investing entertainment. David’s career &...

This video can be seen at: https://www.piworld.co.uk/2020/05/29/piworld-webinar-paul-scotts-covid-investing/   Paul has made good investing returns, so far, in 2020. Hear how he’s achieved that, his picks and strategy going forward for the rest of the year. Paul’s background - 00:52 How were you positioned going into CV19? - 01:45 Are you surprised how the markets have recovered since March? - 04:...

This video can be seen at: https://www.piworld.co.uk/2020/05/28/charles-stanley-cay-full-year-results-may-2020/   Charles Stanley CEO Paul Abberley and CFO Ben Money-Coutts present an overview of the Group's full year results to 31st March 2020. Paul Abberley, CEO Overview - 00:24 Ben Money-Coutts Financial highlights - 01:06 Paul Abberley, CEO Business transformation - 03:52 Outlook - 05:31 Charl...

This video can be seen at: https://www.piworld.co.uk/2020/05/22/piworld-webinar-investment-trusts-an-investing-panacea-for-pandemics-by-reg-hoare/   A really valuable overview of Investment Trusts. Reg largely invests his own SIPP in Investment Trusts. He outlines why he thinks ITs are superior, then goes on to guide how to choose ITs, and how to value them. He generously shares his own IT holding...

This video can be seen at:  https://www.piworld.co.uk/2020/05/22/air-partner-group-plc-air-full-year-results-may-2020/   piworld's Tamzin Freeman talks to CEO Mark Briffa about the Group's results for the year ended 31st January 2020.   Results overview - 00:22 Highlights of the year - 01:58 Impact of COVID-19 - 05:00 Resilience - 09:15 Cash preservation - 11:32 Outlook - 14:09 Closing remarks - 1...

This video can be seen at: https://www.piworld.co.uk/2020/05/15/everything-youve-wanted-to-know-about-market-making-but-never-been-able-to-ask/   piworld Thursday webinar 14.5.20, with Spencer Crooks, ex Director of Market Making at Winterflood Securities. Tamzin opens with some questions, but this was the opportunity for listeners to ask their questions. Spencer’s background - 00:50 What do Marke...

This video can be seen at: https://www.piworld.co.uk/2020/05/13/focusrite-tune-interim-results-may-2020/   Tim Carroll CEO and Jeremy Wilson CFO present the Group’s interim results for the period ending 29th February 2020. Tim Carroll, CEO Introduction - 00:18 About Focusrite - 01:02 Financial overview - 06:15 Customers - 07:04 Martin Audio – 08:11 Product sector, Focusrite - 09:16 Product sector,...

This video can be seen at: https://www.piworld.co.uk/2020/05/12/open-orphan-orph-sharesoc-presentation-11th-may-2020/   Open Orphan Executive Chairman Cathal Friel presents an update at the ShareSoc Growth Company webinar 11th May 2020. Introduction from Mike Dennis, ShareSoc – 00:23 Cathal Friel, Executive Chairman, Open Orphan. Introduction – 00:55 About Open Orphan – 01:33 Management team – 08:...

This video can be seen at: https://www.piworld.co.uk/2020/05/08/piworld-thursday-webinar-keith-ashworth-lord-cio-sanford-deland-buffettology-fund/   Keith’s COVID-19 survival strategy Keith’s background – 00:45 The fund’s performance – 04:15 When did you think CV19 was going to affect the markets? – 05:12 Is this bear market different? – 06:25 Did it cause you to sell any companies? – 07:09 Change...

This video can be seen at: https://www.piworld.co.uk/2020/05/01/piworld-thursday-webinar-with-david-buik-macro-market-commentary/ piworld Thursday webinar with David Buik: Macro Market Commentary David’s background - 00:35 How does this bear market compare with others? - 02:55 Why do you think the market has been so forgiving? - 09:29 Is the market just looking longer term? - 12:12 Will all the st...

This video can be seen at: https://www.piworld.co.uk/2020/04/30/proactis-holdings-phd-2020-half-year-results-presentation/   Proactis CEO, Tim Sykes, and CFO, Richard Hughes, present the Group's half year results for the period ending 31st January 2020. Tim Sykes, CEO Introduction - 00:19 COVID-19 - 00:22 Key messages for the period - 03:10 Performance highlights – 04:53 Richard Hughes, CFO Financ...

This video can be seen at: https://www.piworld.co.uk/2020/04/28/judges-scientific-jdg-2019-full-year-results-march-2020/   Judges Scientific Chief Executive David Cicurel and Group Finance Director Brad Ormsby present the Group’s 2019 full year results. Recorded 18th March 2020 David Cicurel, Chief Executive. Introduction – 00:17 About Judges – 00:39 The Judges group - 01:44 Customers - 02:38 Key...

This video can be seen at: https://www.piworld.co.uk/2020/04/24/piworld-thursday-webinar-leon-boros-investing-in-the-age-of-uncertainty/?preview_id=4456&preview_nonce=e65f1323ed&post_format=video&_thumbnail_id=4463&preview=true   Bear markets history and the future – 01:00 Portfolio performance ytd – 17:33 Bioventix (BVXP) – 19:17 Best of the Best (BOTB) – 21:29 Nintendo (TYO: 7974...

This video can be seen at: https://www.piworld.co.uk/2020/04/23/xlmedia-xlm-2019-full-year-results-presentation/   By Stuart Simms, CEO XLM’s business - 00:28 XLM in numbers - 01:36 2019 overview - 02:48 Update on Google de-ranking - 05:07 COVID-19 update - 06:55 Current trading and outlook - 08:53 Financials - 10:07 Transformation strategy - 11:34 Summary - 17:10 XLMedia PLC is the United Kingdom...

This video can be seen at: https://www.piworld.co.uk/2020/04/21/sumo-group-sumo-2019-full-year-results/   Carl Cavers, Founder & CEO, David Wilton, CFO present Sumo Group’s 2019 full year results.   Sumo Group plc is a United Kingdom-based company that provides development services to the video games and entertainment industries. The Company’s operating businesses include Sumo Digital Ltd. (Su...

This video can be seen here: https://www.piworld.co.uk/2020/04/17/jamie-streeter-webinar-investing-compounding-surviving-the-corona-crash/   The piworld Thursday webinar with Jamie Streeter, (aka @CompoundIncome) Jamie outlines his approach to investing and his Corona virus investing strategy. Overview – 00:51 Jamie’s background – 01:40 Evolution as an investor – 02:08 S&P over 35 years – 04:3...

This video can be seen here: https://www.piworld.co.uk/2020/04/10/stephen-english-webinar-a-plague-on-all-our-houses-how-to-repair-some-of-the-damage/   The piworld Thursday webinar with Stephen English. Stephen gives us his interpretation of the current COVID-19 markets and his investing strategy to navigate where we're at. Peppered with Stephen's wry humour, and full of investing gems. It's supe...

This video can be seen at: https://www.piworld.co.uk/2020/04/03/which-way-from-here-for-the-markets-a-webinar-with-john-rosier-recorded-2-4-20/   John offers great insight to previous bull and bear markets, and how he pieced together when it was time to start buying again, because ‘no one rings a bell at the bottom!’ He shares both recent buys and sells, and answers extensive questions from those...

This video can be seen at:  https://www.piworld.co.uk/2020/04/02/tremor-trmr-2019-full-year-results-presentation-april-2020/   Tremor CEO Ofer Druker presents the Company's 2019 full year results. Introduction - 00:17 The business - 00:46 Tremor today - 01:13 Tremor's new position in the market - 02:05 2019 highlights - 02:34 Traditional TV budgets shifting to digital video - 04:26 Ad spend trends...