PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2020/03/31/empresaria-group-emr-fy19-results-presentation-march-2020/   Empresaria CEO Rhona Driggs and CFO Tim Anderson present the Group’s 2019 full year results. This presentation was recorded on the 18th of March 2020 Rhona Driggs, CEO Introduction – 00:17 Overview – 00:38 Tim Anderson, CFO Financial review – 06:54 Summary income statement –...

This video can be seen at: https://www.piworld.co.uk/2020/03/27/the-investing-principles-of-andrew-hollingworth-part-two/   This is the second interview with Andrew Hollingworth, Founder and Fund Manager at HollAnd Advisors. Here, Andrew covers more about risk management, meeting management, what he’s learnt managing the fund, and much more. Note, this was recorded during February 2020, before COV...

This video can be seen at: https://www.piworld.co.uk/2020/03/26/eagle-eye-solutions-eye-interim-results-for-6-months-ended-31st-december-2019/   EYE H1 results presentation to analysts by Tim Mason, CEO & Lucy Sharman-Munday, CFO, March 2020. Tim Mason, CEO Overview & Executive Summary – 00:16 Addressable market - 02:43 Lucy Sharman-Munday Financials - 04:47 Tim Mason, CEO Strategic update...

This video can be seen at: https://www.piworld.co.uk/2020/03/20/the-investing-principles-of-andrew-hollingworth-part-one/   A fantastic interview with Andrew Hollingworth, Founder and Fund Manager of HollAnd Advisors, an investment management & investment research company. We cover Andrew’s investing principles, with much drawn from Warren Buffett and John Templeton. He has a strong focus on ‘...

This video can be seen at:  http://www.piworld.co.uk/2020/03/17/empresaria-group…results-overview/     Rhona Driggs, CEO and Tim Anderson, CFO talk through the results. Rhona Driggs, CEO Overview of 2019 – 00:27 Tim Anderson, CFO Financial overview - 01:25 Rhona Driggs, CEO Stronger Together initiative - 02:30 Strategic objectives - 04:30 Outlook - 05:42 Empresaria Group plc is a United Kingdom-ba...

This video can be seen at: https://www.piworld.co.uk/2020/03/17/litigation-capital-management-lcm-h1-2020-results-march-2020/   Patrick Moloney, CEO and Nick Rowles-Davies, Exec Vice Chairman, give an overview of the business, what's been achieved in H1 and their outlook. Patrick Moloney, CEO Introduction - 00:22 Nick Rowles-Davies, Exec Vice Chairman Corporate portfolios - 01:15 Strategic allianc...

This video can be seen at:  http://www.piworld.co.uk/2020/03/16/kape-technologie…lts-presentation/   CEO Ido Erlichman and CFO Moran Laufer present the Group’s 2019 full year results. Ido Erlichman, Group CEO Introduction – 00:17 Investments highlights – 00:37 Becoming a leader in digital privacy – 01:59 Operational highlights – 02:36 Moran Laufer, Group CEO Financial highlights – 04:07 Ido Erlich...

This video can be seen at: https://www.piworld.co.uk/2020/03/16/open-orphan-orph-presentation-at-sharesoc-march-2020/   By Cathal Friel, Exec Chair Friel gives an overview of Open Orphan, how it was formed, the business, hVIVO and its work with virus testing, plus comments on COVID-19. Introduction – 00:18 Open Orphan management – 03:00 History and acquisitions – 04:15 High value & longer-term...

This video can be seen at: https://www.piworld.co.uk/2020/03/10/ultra-ule-fy2019-results-presentation-10th-march-2020/   Presentation given to analysts on Tuesday 10th March, 2020. By Simon Pryce, CEO and Jos Sclater, Group CFO Simon Pryce, CEO Introduction – 00:18 Overview of 2019 – 01:57 Strategy update – 05:05 The Focus; Fix; Grow transformation – 07:59 Transformation – 11:25 Areas of increased...

This video can be seen at: https://www.piworld.co.uk/2020/03/09/bango-bgo-presentation-at-the-progressive-equity-research-piworld-investor-event-january-2020/   Ray Anderson, CEO gives an overview of the Bango (BGO) business model. Introduction by Gareth Evans, Progressive Equity Research – 00:17 Ray Anderson Introduction - 00:48 Bango’s market focus - 01:33 In-app payments - 03:13 Partners - 04:5...

This video can be seen at: https://www.piworld.co.uk/2020/03/06/michael-taylor-trading-in-your-20s/   Michael Taylor AKA Shifting Shares is another of our young investors. Michael started trading in his 20’s, within a short amount of time found he could make more money from it, than from his day job. Today, still in his 20’s, he continues to trade. In addition, he writes on the subject for the Inv...

This video can be seen at: https://www.piworld.co.uk/2020/02/28/the-china-dolls-investment-club/   A charming introduction to The China Dolls investment club who have achieved at 105% return over the last 10 years. We join three members of the group, Pam, Virginia and Mary, prior to their monthly evening meeting. We learn how they set up and run their club, where they find their investments, what...

This video can be seen at: https://www.piworld.co.uk/2020/02/27/diaceutics-dxrx-presentation-at-sharesoc-london-february-2020/   Presented by Peter Keeling, CEO Introduction – 00:20 What is Precision Medicine? - 02:05 Patient pathway - 04:20 What Diaceutics do - 07:57 The market - 11:05 Key metrics - 13:50 Diagnostic commercialisation platform - 17:16 Revenue analysis - 19:01 Diaceutics PLC is a U...

This video can be seen at: https://www.piworld.co.uk/2020/01/31/sthree-stem-fy-results-presentation-year-end-30th-november-2019/   Analyst presentation January 2019 by Mark Dorman, CEO & Alex Smith, CFO Mark Dorman, CEO Who is SThree? – 00:39 Our purpose – 02:06 Performance highlights – 2:55 Alex Smith, CFO Financials – 03:45 Mark Dorman, CEO The opportunity – 13:35 Business overview – 17:23 G...

This video can be seen at: https://www.piworld.co.uk/2020/01/28/nwf-group-nwf-interim-results-to-30-november-19-overview/   Richard Whiting, Chief Executive and Chris Belsham, Group Finance Director, run through interim results (to 30.11.19), released on 28th January 2020. Richard talks through the development strategy including the acquisitions in the fuel division to consolidate the sector, and...

This video can be seen at:  https://www.piworld.co.uk/2020/01/26/gresham-house-ghe-review-of-2019/   By Tony Dalwood, CEO Overview of 2019 - 00:23 Growth in 2019 - 01:18 Culture and values - 02:10 Diversity of assets offered for all investors - 03:05 Investment process and sustainability - 04:12 New opportunities - 04:57 International growth - 06:06 Outlook for 2020 - 06:34 The next five years - 0...

 This video can be seen at:  https://www.piworld.co.uk/2020/01/24/ultra-electronics-ule-capital-markets-day-january-2020/   CEO Simon Pryce and the ULE management team give details on Ultra's new Corporate Strategy and focus on Maritime and Intelligence & Communication divisions. The presentation also provides insight into the Focus, Fix, Grow improvement opportunities and broader growth ambit...

This video can be seen at: https://www.piworld.co.uk/2020/01/10/eis-investing-with-tim-j-grattan/ Tim gives us a tremendous overview of EIS investing, why governments offer EIS tax breaks, what they are, how to take advantage of them, the pitfalls, and his overall performance during the 10 years he’s been doing them. A great personal insight. Tim Grattan’s background – 00:29 What is an EIS and why...

This video can be seen at: https://www.piworld.co.uk/2019/12/23/biome-biom-presentation-at-mello-london-november-2019/   By Paul Mines CEO, Biome Technologies plc Introduction – 00:17 Group overview – 00:30 Addressing global trends – 00:46 Group profile – 01:16 2019 highlights – 01:32 Investment proposition – 02:43 Biome Bioplastics  – 03:49 Bioplastics a changing market – 03:51 The business – 08:...

This video can be seen at: https://www.piworld.co.uk/2019/12/20/blue-whale-qa-december-2019/   Stephen Yiu, Chief Investment Officer, answers investors’ questions, sent into him. The fund’s performance to date – 01:11 How does fx affect the fund? – 02:53 Companies jump in and out of the top 10, can you explain why? – 06:01 What is your view on timing the markets and volatility? – 11:13 Do you thin...

This video can be seen at: https://www.piworld.co.uk/2019/12/18/polar-capital-global-healthcare-trust-pcgh-mello-london-november-2019/   By Gareth Powell, Co-Head healthcare team.   Gareth presents an overview of the healthcare sector including innovations, the political landscape in the US and the fund. Introduction – 00:18 Why Healthcare? - 00:50 Immuno-oncology - 00:11 AstraZeneca - 02:24 Targe...

This video can be seen at:  https://www.piworld.co.uk/2019/12/13/ilika-ika-capital-markets-day-december-2019-solid-state-battery-technology/   The CMD was held to enable investors to meet management and see the newly opened facilities in Hampshire.  The roadmap for the future was outlined, where solid state batteries are important to EV development, but also for other early adopters, such as consu...

This video can be seen here: https://www.piworld.co.uk/2019/12/06/the-market-maker-part-2-more-insights-into-how-market-makers-set-the-price/   Spencer Crooks, ex Director of Market Making at Winterfloods talks to Tamzin Freeman. We learn a little more about dark pools, tree shakes and much more. And yes, market makers can and do get it wrong! Do you invest your own money? And how do you get the b...

This video can be seen at: https://www.piworld.co.uk/2019/12/06/sosandar-sos-h1-results-presentation-november-2019/   CO-CEO & Co-Founder Julie Lavington and Head of Finance, James Bowling present the company’s interim results to 30th September 2019.   Julie Lavington Introduction & Overview – 00:18 James Bowling Financial review – 02:29 Income statement – 02:33 H1 revenue progression - 02...

This video can be seen at: https://www.piworld.co.uk/2019/12/04/internet-mobile-communications-ltd-presentation-at-mello-london-may-2019/   By Andrew Fox, Executive Chairman & Mark Stewart, CEO   Andrew Fox, Executive Chairman Introduction – 00:18   Mark Stewart, CEO Organisation chart & customers - 00:58 IMC history - 02:28 IMC What they do - 07:25 IMC/Bank of Telecom PaaS – benefits - 09...