PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2019/12/03/blue-whale-capital-investor-presentation-at-mello-london-november-2019/   Blue Whale Capital investor presentation at Mello London November 2019 Presented by Stephen Yiu, Chief Investment Officer Stephen outlines the investment objectives of the Blue Whale Growth Fund, and how they achieve their market beating performance.   What Blue...

This video can be seen at: https://www.piworld.co.uk/2019/12/02/ig-design-group-igr-h1-results-presentation-2019/ Presented by Paul Fineman, CEO & Giles Willits, CFO Paul and Giles run through a strong set of H1 results, in spite of Brexit and China headwinds. They continue to grow margins, through creating value for customers. EPS growth at a lower percentage than PTP growth, simply down to m...

This video can be seen at: https://www.piworld.co.uk/2019/12/02/1pm-opm-investor-presentation-at-mello-london-november-2019/   Ian Smith, CEO and Ed Rimmer, COO give an overview of the business, and their strategy to grow from £140m loan book, to £350m by 2024.   Ian Smith, CEO Introduction – 00:18 Who we are & what we do - 01:16 Market positioning - 02:46 Four operating divisions - 03:19 Core...

This video can be seen at: https://www.piworld.co.uk/2019/11/29/the-market-maker-part-1-spencer-crooks-ex-director-of-market-making-at-winterfloods/ Spencer Crooks, ex Director of Market Making at Winterfloods talks to Tamzin Freeman, piworld. Spencer gives us a fascinating insight into the day in the life of a Market Maker. This is the first of two parts. The second part goes into more technical...

This video can be seen at: https://www.piworld.co.uk/2019/11/22/creightons-crl-interim-results-presentation-for-period-ending-30-9-19/   Bernard Johnson, Group Managing Director, Paul Forster, Group Finance and Commercial Director and Pippa Clark summarise the last six months both financially and operationally, and update us on what we can expect, going forward. Bernard Johnson, Group Managing Dir...

This video can be seen at: https://www.piworld.co.uk/2019/11/26/inspired-energy-inse-investor-presentation-at-mello-london-november-2019/   Mark Dickinson, CEO talks us through the business proposition of Inspired Energy, and his strategy going forward. Mark is an experienced pair of hands, with 20 years’ experience in the sector, having been CEO of M&C Energy before selling to Schneider Elect...

This video can be seen at: https://www.piworld.co.uk/2019/11/22/kape-technologies-kape-mello-london-november-2019-investor-presentation/   An overview of Kape (formerly Crossrider), by Ido Erlichman, CEO. This was recorded BEFORE the game changing acquisition of LTMI Holdings. It gives great insight to the strategy, and the lay of the land before LTMI. Introduction – 00:18 Investment highlights –...

This video can be seen at: https://www.piworld.co.uk/2019/11/22/what-went-wrong-at-woodford-a-forensic-investigation-of-the-woodford-equity-income-fund-history/   By Edward Page Croft, Founder Stockopedia, speaking at Mello London 2019. Ed uses the research tools offered by Stockopedia to expose the investing themes across the lifetime of the Woodford Equity Income Fund. Although nothing can be do...

This video can be seen at: https://www.piworld.co.uk/2019/11/21/charles-stanley-cay-interim-results-to-30-09-19/   Paul Abberley, CEO, and Ben Money-Coutts, CFO, give an overview financially and operationally on the first half, inspiring confidence for the full year. Paul Abberley, CEO Results overview - 00:24 Ben Money-Coutts, CFO Financial highlights - 00:57 Transformation programme: financial –...

This video can be seen at: https://www.piworld.co.uk/2019/11/19/getbusy-getb-presentation-at-mello-london-november-2019/   By Paul Haworth, CFO. Paul describes the background of GetBusy, their products, their markets, and their vision for growth. What does GETB do? – 00:35 Origins to the present – 00:54 Major shareholders – 01:58 GETB products – 02:23 The problems GETB solve – 03:17 GETB document...

This video can be seen at: https://www.piworld.co.uk/2019/11/18/polar-capital-global-financials-trust-pcft-at-mello-november-2019/   By Nick Brind, Fund Manager Introduction – 00:18 The financial sector 10 yr performance - 01:38 Bank balance sheets - 02:10 Banks appetite for risk reduced - 03:32 Few signs of balance sheet stress – 05:19 Banks have significantly more liquidity - 06:17 FinTech - 07:...

This video can be seen at: https://www.piworld.co.uk/2019/11/18/belvoir-group-blv-presentation-at-mello-november-2019/   By Dorian Gonsalves, CEO Introduction & overview – 00:18 The Belvoir business – 04:07 Belvoir’s markets - 11:37 Belvoir’s future - 17:36 The investment case - 24:58 Q&A - 26:30 Belvoir Group PLC, formerly Belvoir Lettings PLC is a United Kingdom-based company engaged in...

This video can be seen at: https://www.piworld.co.uk/2019/11/07/zoo-digital-group-zoo-h1-19-investor-presentation/   By Stuart Green, CEO & Phil Blundell, CFO Stuart Green, CEO ZOO at a glance – 00:18 Phil Blundell, CFO Financial highlights - 02:36 Stuart Green, CEO Operational highlights - 04:32 OTT video market - 09:57 Growth – Four Strategic Pillars - 14:10 Innovate - 14:59 Scale – 17:30 Co...

This video can be seen at: https://www.piworld.co.uk/2019/11/06/whireland-whi-h1-results-november-2019/   CEO Phillip Wale presents an overview of the Group's half year results to 3oth September 2019. Overview - 00:19 Financial highlights - 00:50 Wealth Management - 01:39 Corporate and institutional broking - 02:12 Board appointments - 02:55 Proposed placing - 03:27 Summary & outlook - 04:00 W...

This video can be seen at: https://www.piworld.co.uk/2019/11/05/castleton-technology-ctp-h1-results-november-2019/?preview_id=3987&preview_nonce=833dea0798&post_format=video&_thumbnail_id=3990&preview=true   CEO Dean Dickinson and CFO Haywood Chapman, talk about the Group’s interim results for the period ending 30th September 2019 Introduction – 00:22 Recent challenges & soluti...

This video can be seen at: https://www.piworld.co.uk/2019/10/29/stephen-english-keynote-presentation-at-mello-london-may-19-swiss-army-knife-investing/   Stephen shares his investing wisdom, in his engaging and entertaining style. Highly recommended. Retail Life Cycle – 01:14 Domino’s Pizza – 02:40 Shoe Zone - 06:19 Buy and build strategy - 12:02 Restore - 20:37 Earnings accretive can value destru...

This video can be seen at: https://www.piworld.co.uk/2019/10/25/instem-ins-presentation-at-piworld-progressive-equity-research-event-september-2019/   Phil Reason, CEO, gives a comprehensive overview of the investment case for Instem. Introduction by Gareth Evans, Progressive Equity Research – 00:18 Phil Reason, CEO Introduction – 01:05 What is Instem? – 03:02 Market leader – 06:22 Market drivers...

This video can be seen at: https://www.piworld.co.uk/2019/10/25/ecsc-group-ecsc-presentation-at-sharesoc-october-2019/   by Ian Mann, CEO and Founder Introduction - 00:18 What ECSC do - 01:41 The market - 08:09 New cyber security vulnerabilities - 09:37 Major GDPR fines - 10:56 Jan-June 19 financial performance -15:10 Organic revenue growth - 18:11 KPIs - 19:00 Outlook - 20:08 Summary - 21:10 Q&am...

This video can be seen at: https://www.piworld.co.uk/2019/10/21/everyman-media-group-eman-h1-results-presentation-september-2019/   An overview of Everyman H1 results by Crispin Lilly, CEO & Elizabeth Lake, CFO, presenting in the Everyman cinema at Kings Cross. Crispin Lilly, CEO Introduction - 00:18 Overview - 01:36 The evolution of Everyman - 03:04 What makes EMAN unique - 05:28 Food and dri...

This video can be seen at: https://www.piworld.co.uk/2019/10/17/pantheon-international-presentation-at-mello-trusts-funds-may-2019/   By Helen Steers, Partner and Andrew Lebus, Partner A fascinating overview of the private equity markets by Helen, followed by Andrew who talks specifically about Pantheon International, and what it offers investors. Helen Steers, Partner Introduction – 00:18 Private...

This video can be seen at:  https://www.piworld.co.uk/2019/10/15/eagle-eye-eye-fy19-results-september-2019/   A comprehensive overview of the year operationally & financially by Tim Mason, CEO & Lucy Sharman-Mundy, CFO Tim Mason, CEO Eagle Eye - 00:44 Executive summary – 02:04 eCommerce tools to bricks & mortar retailers - 02:40 EYE KPI’s - 04:41 EYE investment case summary - 05:36 Luc...

This video can be seen at: https://www.piworld.co.uk/2019/10/09/dx-group-dx-fy19-webcast-october-2019/   By Ron Series, Executive Chairman, Lloyd Dunn, CEO & David Mulligan, CFO A comprehensive outline of DX Group by the management, who joined from 2017, summarising what they’ve achieved over this time. Ron Series, Executive Chairman Who are DX.? - 00:32 Executive Team - 01:37 Divisional Struc...

This video can be seen at: https://www.piworld.co.uk/2019/10/08/air-partner-air-h1-results-october-2019/   piworld’s Tamzin Freeman talks to CEO Mark Briffa about the Group’s half year results for the period ended 31st July 2019.   Introduction – 00:22 Financial highlights – 00:53 Operational highlights – 02:12 Market backdrop – 03:07 Pipeline – 04:37 NGS partnership – 05:22 Outlook – 06:07 Air Pa...

This video can be seen at: https://www.piworld.co.uk/2019/10/03/aquis-exchange-aqx-h1-19-presentation/   By Alasdair Haynes, CEO & Jonathan Clelland, CFO Overview on H1 19 both operationally and financially, and more detail on the proposed acquisition of the NEX Exchange. Introduction – 00:18 Aquis Exchange at a glance – 01:16 H1 19 overview - 08:35 KPIs - 10:30 Liquidity - 13:45 Aquis Exchang...

This video can be seen at: https://www.piworld.co.uk/2019/10/02/finncap-group-fcap-presentation-at-progressive-equity-research-event-september-2019/   With an introduction by Gareth Evans, Progressive Equity Research. Sam Smith, CEO, outlines the business model for finnCap, the rationale behind the recent IPO and what's happened since. Tom Hayward, CFO runs through the financials, and combining wi...