PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2019/09/30/sumo-group-sumo-h1-results-presentation-september-2019/ Founder & CEO Carl Cavers and CFO David Wilton present the Group’s interim results for the six months ended 30th June 2019.   Sumo Group plc is a United Kingdom-based company that provides development services to the video games and entertainment industries. The Company's ope...

This video can be seen at: https://www.piworld.co.uk/2019/09/27/the-panoply-tpx-capital-markets-day-september-2019/   With Neal Gandhi, Oliver Rigby A helpful overview of TPX which IPO’d December 2018. The overview by Neal and Ollie gives the purpose and vision for the company. The presentation by FutureGov, Human + & Greenshoot Labs, gives a sense of their acquisitions and the people behind t...

This video can be seen at: https://www.piworld.co.uk/2019/09/27/judges-scientific-jdg-h1-2019-analyst-presentation-september-19/   With David Cicurel, CEO & Brad Ormsby, CFO A very comprehensive overview of Judges Scientific, what they do and their KPIs. What’s happened in the period. Their strategy going forward. David Cicurel, CEO Introduction – 00:18 About Judges - 01:05 The Judges Group -...

This video can be seen at: https://www.piworld.co.uk/2019/09/26/xl-media-xlm-h1-2019-webcast-september-2019/   By Ory Weihs Ory runs through the key highlights of the period, and growth initiatives going forward. Introduction – 00:18 The business - 00:38 Key highlights - 01:24 Current trading - 02:15 Gambling Regulatory Summary - 03:00 Financial highlights - 06:40 Revenue diversification - 07:27 I...

This video can be seen at: https://www.piworld.co.uk/2019/09/25/tremor-international-trmr-h1-19-results-webcast/   By CEO Ofer Druker, who runs through H1 2019 results, gives an operational update and guides on the outlook. Introduction – 00:18 Our business – 00:45 Our vision – 01:51 A unique proposition – 02:21 Clients and Partners – 03:33 Significant opportunity in video – 04:15 Traditional TV b...

This video can be seen at: https://www.piworld.co.uk/2019/09/19/beeks-fiancial-cloud-bks-fy-results-2019-presentation/   By Gordon McArthur, CEO & Fraser McDonald, CFO A very comprehensive update on FY19, and how BKS are positioned for the coming year. Introduction – 00:18 Delivering on the growth strategy – 00:48 Private Cloud & Hybrid Cloud Management – 04:05 BKS global network – 06:12 F...

This video can be seen at: https://www.piworld.co.uk/2019/09/19/keywords-studios-kws-h1-2019-results-presentation/   CEO Andrew Day & CFO David Broderick present the Groups interim results for the 6 months ended 30th June 2019.     Keywords Studios Plc supplies localization and localization testing services. The Company's segments include Localization Services, which relate to translation and...

This video can be seen at: https://www.piworld.co.uk/2019/09/18/attraqt-atqt-h1-results-september-2019/   Attraqt CEO Luke McKeever talks about the Group’s half year results for the period ending 30th June 2019. H1 overview - 00:21 Early Birds - 01:57 Growth Strategy - 04:02 Market conditions - 07:13 Outlook - 07:38 ATTRAQT Group PLC (ATTRAQT) provides visual merchandising, site search and product...

this video can be seen at: https://www.piworld.co.uk/2019/09/17/kape-technologies-kape-h1-results-september-2019/   CEO Ido Erlichman and CFO Moran Laufer present the Group’s interim results for the six months ended 30th June 2019. Introduction – 00:18 Investments highlights – 00:28 Kape in numbers – 01:13 H1 Highlights – 01:42 Market drivers – 03:30 Growth opportunity – 03:48 Core products – 04:4...

This video can be seen at: https://www.piworld.co.uk/2019/09/16/trinity-exploration-production-trin-h1-results-presentation-at-sharesoc/   Jeremy Bridglalsingh, Managing Director & CFO talks through the latest results (half year ending 30th June 2019), released 10th September 2019. Why Trinidad? – 00:18 Who is Trinity? And management shareholdings – 02:49 Asset Summaries – 04:22 2019 Interim r...

This video can be seen at: https://www.piworld.co.uk/2019/09/16/open-orphan-orph-at-sharesoc-september-2019/   Presentation by Cathal Friel, Co-Founder ORPH came out of a reverse takeover of Venn Life Sciences earlier this year. Cathal Friel outlines what they’re up to, and their vision. Introduction – 00:18 A pharma services company – 02:02 The founders – 03:14 The orphan drug sector – 06:48 Comb...

This video can be seen at: https://www.piworld.co.uk/2019/09/11/blue-whale-interview-with-stephen-yiu-chief-investment-officer-cio/   Blue Whale was launched in September 2017, since when it’s achieved an annualised return of 21%. Here, Stephen gives us an insight to how he achieves those return, and what they do differently. An interesting insight to those who manage their own money, or those who...

This video can be seen at: https://www.piworld.co.uk/2019/09/10/trinity-exploration-production-trin-h1-2019-results-interview/   With Jeremy Bridglalsingh Managing Director & CFO interviewed by Tamzin Freeman, piworld. Jeremy runs through the highlights of H1 19, TRIN's focus, and what investors can expect for the rest of the year. What are the key developments in H1? – 00:27 With strong reven...

This video can be seen at: https://www.piworld.co.uk/2019/08/30/wameja-wja-h1-2019-overview-by-john-conoley-executive-chairman/   We catch up with John Conoley, Executive Chairman on the interims and outlook, at Wameja (WJM), fomerly eServGlobal (ESG) Can you tell us how the structure of the business has changed, as Wameja? - 00:22 What is unique about Wameja? – 01:54 The KPIs - 02:38 Latest liqui...

This video can be seen at: https://www.piworld.co.uk/2019/08/30/lord-lee-a-taste-of-stock-market-investment-part-2/   A piworld interview. Lord Lee, the veteran of stock market investing, continues to impart his wisdom. In this interview, he reflects on stock market cycles, and shares some of the companies he’s buying into after his windfall from Tarsus. What have you learned from stock market cyc...

This video can be seen at: https://www.piworld.co.uk/2019/08/29/empresaria-group-emr-h1-2019-results-presentation/   By Rhona Driggs, CEO & Tim Anderson, CFO Operations – Rhona Driggs, CEO Introduction – 00:18  Diversified business model – 01:44  Overview of the half year – 03:18  What are we doing differently? – 06:20  Strategy & delivery – 11:00  Sectors & brands – 11:35  Investing i...

This video can be seen at: https://www.piworld.co.uk/2019/08/23/lord-lee-a-taste-of-stock-market-investment-part-one/   Lord Lee, who is a veteran of stock market investing, has just written Yummi Yoghurt – A Taste of Stock Market Investment! Predominantly a primer to engage potential teenage investors, but universally relevant to all newbie investors. Here, Lord Lee discusses his book and imparts...

This video can be seen at: https://www.piworld.co.uk/2019/08/16/the-perspective-of-a-teenage-investor-a-piworld-interview/   If you’re trying to get your teenage relative(s) into investing, watch this. Ryan began investing at 11 years old, having made money from car boot sales, and other entrepreneurial activities. He opened his account with £1,000. Over the last 6 years, has achieved an average a...

This video can be seen at: https://www.piworld.co.uk/2019/08/07/ultra-electronics-ule-interim-results-august-2019-analyst-presentation/   By Simon Pryce, CEO & Amitabh Sharma, Group FD. Simon Pryce, CEO Results overview – 00:18 Changing strategy – 03:26 Fix: Progress – 06:50 Grow: Tech strength delivering on new programmes – 09:59 Ami Sharma, Group FD Financial highlights – 13:29 Revenue &...

This video can be seen at: https://www.piworld.co.uk/2019/07/31/whireland-whi-full-year-results-july-2019/   WHIreland CEO Phillip Wale presents the Group’s full year results to 31st May 2019. Introduction – 00:21 Restoring profitability – 02:16 A robust business – 02:57 The new management team – 03:25 Wealth management – 04:35 Corporate & institutional broking – 05:05 Summary & outlook –...

This video can be seen at: https://www.piworld.co.uk/2019/07/30/nwf-group-nwf-full-year-results-july-2019/   NWF CEO Richard Whiting and Group FD Chris Belsham, present the Group’s full year results to 31st May 2019. Richard Whiting, CEO Introduction – 00:18 Results summary – 00:28 Fuels highlights – 01:22 Food highlights – 02:19 Feeds highlights – 02:50 Chris Belsham, Group FD Financial highlight...

This video can be seen at: https://www.piworld.co.uk/2019/07/22/sthree-sthr-h1-results-presentation-22nd-july-2019/   CEO Mark Dorman and CFO Alex Smith present the company’s half year results for the six months ending 31st May 2019. Mark Dorman, CEO Introduction – 00:18 Alex Smith, CFO Performance – 01:04 Mark Dorman, CEO Strategy & business overview – 12:42 Q&A – 22:57 SThree plc is an i...

This video can be seen at: https://www.piworld.co.uk/2019/07/19/rosenblatt-group-rbgp-presentation-at-mello-may-2019/   By Nicky Foulston, CEO Introduction & Nicky’s background – 00:18 Summary – 04:34 Growth strategy – 07:41 Financial highlights – 10:34 Legal services market – 14:36 Peer group metrics – 15:53 Remuneration – 17:10 Litigation funding – 22:03 Dividends & M&A – 28:16 Outlo...

This video can be seen at:  https://www.piworld.co.uk/2019/07/17/downing-income-growth-presentation-at-mello-may-2019/   Downing: Income and Growth By James Lynch, Fund Manager, Downing & Ian Fishwick, Chairman, AdEPT Technology James Lynch, Fund Manager, Downing Introduction – 00:28  Market opportunities: small cap v large cap – 01:23 DiscoverIE – 03:05 AdEPT Technology – 07:34 Ian Fishwick,...

This video can be seen at: https://www.piworld.co.uk/2019/07/10/codemasters-cdm-fy19-results-presentation/   By Frank Sagnier, CEO & Rashid Varachia, CFO   Codemasters Group Holdings PLC, formerly Codemasters Group Holdings Limited, is a United Kingdom-based video game developer and publisher. Through its subsidiary, The Codemasters Software Company Limited, the Company designs, develops and p...