PIWORLD Investor Podcasts

This video can be seen at:  https://www.piworld.co.uk/2019/07/09/castleton-technology-ctp-fy19-results-investor-presentation/   A comprehensive overview of FY19 results. *To get an introduction to CTP see links below. Dean Dickinson CEO Overview of FY19 results – 00:18 Castleton Community Solution for smaller HAs – 03:14 CTP solution set – 04:13 The market opportunity – 07:29 Case study – 08:45 Ha...

This video can be seen at: https://www.piworld.co.uk/2019/07/05/keith-ashworth-lord-the-uk-buffettology-fund-interview-part-two/   Keith Ashworth-Lord CIO, Sanford DeLand UK Buffettology Fund Another inspiring 30 mins from Keith talking us through valuations, self-discipline, learned lessons, Woodford, and much more. Valuation of good companies – 00:20  AB Dynamics – 02:08  Sell discipline – 04:45...

This video can be seen here: https://www.piworld.co.uk/2019/07/02/zoo-digital-group-zoo-fy19-results-presentation/   By Stuart Green, CEO & Philip Blundell, CFO Stuart Green, CEO Introduction – 00:19 ZOO at a glance – 01:20 Highlights – 02:18 Vendor selection by large buyers – 05:00 The OTT market today – 09:08 2019-20: Transition of OTT Services – 10:55 Hours of content by platform (US) – 12:...

This video can be seen at: https://www.piworld.co.uk/2019/07/02/trackwise-designs-twd-presentation-at-mello-may-2019/   By Philip Johnston, CEO Introduction – 00:18 About Trackwise – 00:43 RF business – 01:45 Improved Harness Technology (IHT) – 04:22 The competition – 09:10 Business strategy – 11:08 2018 highlights – 11:44 Financial highlights – 13:01 IHT today – 13:30 Summary – 18:50 Q&A – 20...

This video can be seen at: https://www.piworld.co.uk/2019/07/01/creightons-crl-fy19-preliminary-results-presentation/   By Bernard Johnson, Group MD Pippa Clark, Global Marketing Director Paul Forster, Group Finance and Commercial Director Bernard Johnson, Group MD Introduction – 00:18 Paul Forster, Group Finance and Commercial Director Financial highlights – 06:40 Revenue – 10:38 Operating profit...

This video can be seen at: https://www.piworld.co.uk/2019/07/01/polar-capital-holdings-polr-presentation-at-mello-may-2019/   A presentation by Gavin Rochussen, CEO Introduction – 00:18  What is the Polar Capital model? – 00:49  Attracting the best talent – 01:48  Market perspective – 04:04  Assets under management & analysis – 05:35  Style bias – 09:02  Current active share – 09:54  Strategy...

This video can be seen at: https://www.piworld.co.uk/2019/06/28/keith-ashworth-lord-interview-part-one/   Keith Ashworth-Lord, Sanford DeLand, Chief Investment Officer, The UK Buffettology Fund Keith was inspired by Benjamin Graham, which led him to Buffett.  Keith views his investments as a Business Manager, rather than a Fund Manager.  An approach which has rewarded him, with Return on Investmen...

This video can be seen at: https://www.piworld.co.uk/2019/06/28/axiom-european-financial-debt-fund-axi-presentation-at-mello-trusts-funds-may-2019/   European Financials: Value trap or Investment opportunity By David Benamou, CIO, Axiom Alternative Investments Who are Axiom? – 00:17 Performance targets of Axiom credit funds - 00:40 Reasons to invest in Subordinated Financial - 02:50 Banks 2008-201...

This video can be seen at: https://www.piworld.co.uk/2019/06/27/polar-capital-technology-trust-pct-presentation-at-mello-trusts-funds-may-2019/   Polar Capital Technology Trust (PCT) By Ben Rogoff, Investment Director, Technology Introduction – 00:18 The team – 01:07 Investment framework – 02:32 Thematic investing: Hype v Reality – 05:10 Technology change: Little Chef – 07:28 Internet: new network...

This video can be seen at: https://www.piworld.co.uk/2019/06/24/hardman-co-hot-topics-in-the-tech-sector-presentation-at-mello-may-2019/   By Milan Radia, Technology Analyst, Hardman & Co Introduction – 00:18 Internet – 01:29 Key sector themes – 02:27 Internet of Things (IoT) – 03:36 SmartHome and LightWave – 04:52 Evolution of AI – 06:20 Chatbots/Artificial solutions – 08:01 Cloud Adoption –...

This video can be seen at: https://www.piworld.co.uk/2019/06/20/pcf-pcf-sharesoc-presentation-june-2019/   By Scott Maybury, CEO Introduction – 00:18 Company overview – 00:55 Operational highlights – 04:51 Financial highlights – 09:24 Business lines – 11:02 2019 Achievements – 17:30 Outlook – 19:27 Strategic objectives – 22:06 Q&A – 24:33 PCF Group plc, formerly Private & Commercial Financ...

This video can be seen at: https://www.piworld.co.uk/2019/06/19/urban-logistics-reit-shed-presentation-at-mello-trusts-funds-may-2019/   By Richard Moffitt, Director & CEO, & Christopher Turner, External Management Team, Property Director Introduction – 00:18 Investment strategy – 00:37 The Board & Manager – 07:14 Portfolio: High Quality Tenants – 08:59 Portfolio Highlights – 13:14 The...

This video can be seen at: https://www.piworld.co.uk/2019/06/18/castleton-technology-ctp-full-year-results-to-31st-march-2019/   by CEO Dean Dickinson and CFO Haywood Chapman. Introduction – 00:18 Financial highlights – 0:46 Progress – 01:52 Acquisitions – 04:29 Outlook – 05:34 Castleton Technology plc, formerly Redstone PLC, is an investment holding company. The Company is engaged in providing so...

This video can be seen at: https://www.piworld.co.uk/2019/06/17/ig-design-group-igr-fy19-results-presentation-june-2019/   By Paul Fineman, CEO & Giles Willits, CFO Introduction & overview – 00:18 Revenue breakdown - 02:30 Commitment to shareholders - 04:16 Financial overview - 06:25 Margin targets - 09:39 Cash conversion - 11:56 Balance Sheet & IFRS16 - 14:41 New banking facility - 15...

This video can be sen at: https://www.piworld.co.uk/2019/06/17/t-clarke-cto-presentation-at-mello-may-2019/   T Clarke (CTO) Presentation at Mello May 2019 By Mark Lawrence, Gp CEO & Trevor Mitchell, Gp FD Video overview of T Clarke - 00:18 Introduction - 02:28 What CTO does - 03:27 Financial summary - 06:09 Current market expectations for 2019 - 07:49 A selection of current projects - 08:53 O...

This video can be seen at: https://www.piworld.co.uk/2019/06/17/tavistock-investments-tavi-presentation-at-mello-may-2019/   By Brian Raven, CEO & Q&A with contribution from Oliver Cook, Chairman Introduction - 00:18 Why invest in Tavistock? - 01:04 Why financial services? - 02:15 The strategy - 03:54 The brand - 05:44 Strategic partnerships - 07:01 Delivering explosive growth & busine...

This video can be seen at: https://www.piworld.co.uk/2019/06/12/park-group-park-final-results-to-31-march-2019/  CEO Ian O’Doherty provides an overview of Park Group’s final results for the year ended 31 March 2019 and the implementation of the strategy. Highlights - 00:22 Operational performance - 00:52 Implementing the strategy - 01:29 An evolving market place - 02:44 Summary & outlook - 04:...

This video can be seen at: https://www.piworld.co.uk/2019/06/11/malvern-international-mlvn-presentation-at-mello-may-2019/   By CEO Sam Malafeh and CFO Bharat Guha. Sam Malafeh (CEO) Introduction – 00:18 History – 01:29 The management team – 03:18 The education industry – 05:21 The business model – 07:53 Why Malvern? - 11:44 Accreditation & partners – 14:48 Scalability - 17:47 Locations - 18:0...

This video can be seen at: https://www.piworld.co.uk/2019/06/11/gresham-house-energy-storage-fund-plc-grid-presentation-at-mello-trusts-funds-may-2019/ By Bozkurt Aydinoglu Introduction – 00:17 A typical energy storage plant - 01:17 Summary of the fund - 02:29 Key investment characteristics - 06:11 Assets - 11:14 The market background - 11:45 Persistent volatility and wasted power - 13:42 A hedge...

This video can be seen at: https://www.piworld.co.uk/2019/06/11/gresham-house-strategic-plc-ghs-presentation-at-mello-trusts-funds-may-2019/   By Graham Bird – Fund Manager Gresham House overview – 00:17 Gresham House Strategic overview - 03:07 What is strategic public equity? - 07:38 Market opportunity - 10:30 Performance - 14:34 Process - 15:18 Qualifying opportunities - 19:11 Value enhancements...

This video can be seen at: https://www.piworld.co.uk/2019/06/10/national-milk-records-nmrp-presentation-at-mello-may-2019/   By Andy Warne, MD & Mark Frankcom, FD Introduction – 00:18 Delivering results and passionate about growth – 01:13 Milk we give the provenance of the product – 02:56 We partner & protect; we ensure and assure; we service and support – 03:52 Corporate overview – 05:45...

This video can be seen at: https://www.piworld.co.uk/2019/06/10/avation-avap-presentation-at-mello-may-2019/   By Richard Wolanski, FD Introduction – 00:18 Company overview – 01:17 Snapshot of Avation – 08:22 Half Year 2019 Summary – 14:02 Historical Operation & Financial Performance – 14:56 Half Year 2019 Summary – 15:35 Attractive Industry Fundamentals – 20:28 Attractive Aircraft Portfolio –...

This video can be seen at: https://www.piworld.co.uk/2019/06/10/circle-property-crc-presentation-at-mello-may-2019/   John Arnold, CEO, Edward Olins COO Introduction – 00:20 Overview – 00:43 What we do – 02:53 Current portfolio – 04:32 The board & supporting team – 05:29 Company history – 07:19 Our strategy – 09:52 Market watch – falling supply in regional cities – 11:53 2018 Highlights – 13:1...

This video can be seen here: https://www.piworld.co.uk/2019/06/10/codemasters-cdm-2019-full-year-results/   By Frank Sagnier, CEO and Rashid Varachia, CFO Introduction – 00:20 Financial highlights – 00:53 Continued momentum – 01:36 Strategic partnerships – 03:57 Outlook – 05:37   An overview of Codemasters can be seen here.   Codemasters Group Holdings PLC, formerly Codemasters Group Holdings Limi...

This video can be seen at: https://www.piworld.co.uk/2019/06/10/codemasters-cdm-overview-investment-case/   By Frank Sagnier, CEO Overview – 00:21 Strong franchises – 00:59 The business model – 02:24 The market – 03:44 The investment case – 04:55 Codemasters Group Holdings PLC, formerly Codemasters Group Holdings Limited, is a United Kingdom-based video game developer and publisher. Through its su...