PIWORLD Investor Podcasts

Full video can be seen at:  https://www.piworld.co.uk/2017/11/30/leon-boros-understanding-accounts-interviewed-by-tamzin-freeman/   Leon Boros gives a fascinating insight of what he’s looking for in a set of company accounts, using examples to highlight some of the hidden factors to look for. For non-accountants it can be quite a heavy watch, particularly at the midpoint, but there are many gems,...

Full video can be seen at:  https://www.piworld.co.uk/2017/12/21/behavioural-investing-interview-with-clare-flynn-levy-essentia-analytics/   Clare Flynn Levy founder of  Essentia Analytics  gives us insight into the behavioural aspects of investing. Clare covers the issues of selling your losers, over confidence and over trading. She emphasises outperformance all comes down to you. Citing the best...

Full video can be seen at:  https://www.piworld.co.uk/2017/09/29/market-corrections-interview-with-john-rosier/   Interview with John Rosier from  JohnsInvestmentChronicle.com  on market corrections. John reflects on how good the last year has been for investors, and gives insights, based on historic crashes, how to position oneself for volatile markets. John cites specific examples from his own p...

Full video casn be seen at: https://www.piworld.co.uk/2017/09/08/mifid-ii-the-private-investor/   piworld interviews Robert Mundy, co-founder of Research Tree, to understand how MiFID II legislation, coming into effect from January 2018, will affect the research available to the retail investor.   How is research currently paid for? – 0:39 How will MiFID II change how research is paid for?  – 1:46...

Electric Vehicles – the opportunities and challenges for the investor • The latest innovations • The key suppliers who should benefit • How to pick the winners and losers Introduction by Ralph Anderson, Senior Account Manager, Redleaf The automotive revolution: autonomous, connected, electrified and shared By Chris Jones, Co founder, VP and Chief Analyst, Canalys Canalys research and analyse trend...

By Stephen Irish, MD, Commercial, Hyperdrive Innovation Hyperdrive Innovation designs and builds lithium-ion battery systems for powering electric cars, off-highway vehicles, autonomous vehicles and home energy storage. They work in collaboration with Nissan and others to design & develop innovative battery systems that it aims to commercialise in the near term. Stephen follows on neatly from...

By Keith Allaun, CEO, PowerHouse Energy Group PowerHouse Energy are the UK pioneer in Waste-to-Hydrogen systems. Aiming to become the lead distributor of low-cost hydrogen to fuel cars, produced from waste, including plastic. Fascinating concept of taking plastic bottles and other waste and converting into energy to power a car, effectively dealing with two problems, creating a sustainable economy...

The Future of Transportation – choosing the right investments By Jon Forster, Co-Manager, Impax Environmental Markets Impax Environmental Markets is a fund specialising in environmental markets for cleaner or more efficient delivery of basic services: energy, water & waste. Jon talks about the EV space, and outlines the key criteria Impax seek, identifying investment opportunities in the envir...

How the private sector is meeting the challenge of charging infrastructure in the UK By Tom Callow, Director of Communication & Strategy at Chargemaster Chargemaster design, build, sell and maintain charging units for electric cars. They run POLAR, the largest network of public charging points in the country. Tom gives an excellent overview of the EV infrastructure, and is very knowledgeable a...

Challenges of vehicle electrification By Paul McNamara, Technical Director, Williams Advanced Engineering Paul draws on his knowledge from Williams, especially automotive & motorsport, to identify the opportunities for EVs going forward.

Zoo Digital FY results presentation 5.7.18 by Stuart Green CEO What ZOO do – 00:37 KPIs - 02:34 Operational highlights – 09:47 Home entertainment market – 11:20 ZOO’s USP - 14:35 ZOO’s timeline - 15:25 ZOO’s strategy & progress – 21:39 Financials - 25:12 Growth potential - 36:54 Management team - 40:02 Structure and organisation - 41:07 Roadmap - 41:58 Investment summary and outlook - 44:59 Q&...

Xpediator (XPD) presentation at Mello Derby 2018 By Stephen Blyth CEO Introduction – 00:28 The board – 00:38 The business profile - 01:38 Pallets division – 03:21 Freight forwarding – 04:59 EshopWedrop - 05:55 Transport Services – 11:35 Logistics & warehousing – 13:35 Customer base & markets – 15:33 Growth strategy - 16:22 Investment proposition - 18:18 Q&A - 19:18

Ten Lifestyle Group (TENG) investor presentation at Mello South June 2018 by Alex Cheatle, CEO Background & introduction to TENG - 00:32 The business model - 04:15 The USP - 06:22 Our clients – 10:04 Geographical coverage – 10:40 Margins – 11:24 H1 2018 results – 12:55 Post period end and outlook – 15:25 Summary - 19:44 Q&A - 22:24

Proactis presentation by CEO Hamp Wall, at Progressive Equity Research – piworld investor event 11.6.18 Introduction by Gareth Evans, Progressive Equity Research What PHD does - 02:00 Overview – 02:55 Acquisition of Perfect Commerce - 03:50 Management team – 05:55 2018 FY outlook - 08:05 Spend control and eProcurement market - 14:53 Vision and strategy - 18:25 A strong profitable business - 20:28...

Non Standard Finance (NSF) investor presentation at Mello South 14.6.18 by Peter Reynolds, Director, IR and Communications. The vision – 00:45 Why are we different – 01:07 Our three divisions - 01:49 The opportunity – 03:38 2017 was a year of investment, growth & momentum - 06:40 Our three business divisions - 08:09 Branch based lending KPIs - 10:02 Impairment - 10:40 2017 operational highligh...

N4 Pharma (N4P) presentation at Mello Derby 2018 Nigel Theobald, CEO Introduction – 00:36 Business model – 00:40 One year on – 02:16 Sildenafil MR - 03:22 Nuvec – 07:38 Summary – 15:38 Q&A – 16:10

Driving the next generation of cell-based medicines By Doug Doerfler – Founder, President & CEO Introduction – 00:23 Background and what MaxCyte does - 02:41 Business model – 04:11 CARMA platform, CAR therapy in oncology - 09:07 Cell therapy programmes – business model – 16:12 Revenue potential across multiple applications – 19:15 Expected news flow - 21:36 Summary & outlook – 22:18 2017 f...

K3 Business Technology (KBT) presentation at ShareSoc July 2018 By Adalsteinn Valdimarsson, CEO, and Rob Price, CFO. Adalsteinn Valdimarsson, CEO Business overview – 00:34 Product offering – 03:16 Reorganisation/Engagement models – 05:38 Channel partner network - 07:38 H1 results overview - 08:50 Rob Price, CFO H1 financial overview – 10:38 Adalsteinn Valdimarsson, CEO Summary – 17:04 Q&A – 19...

Hardide (HDD) presentation by Phil Kirkham, CEO & Peter Davenport, CFO at the Progressive Equity Research – piworld investor event June 2018 Introduction by Gareth Evans, MD Progressive Equity Research Phil Kirkham, CEO What is Hardide? - 01:55 The business model - 04:20 Aim listing & placing – 05:35 The group facilities – 06:00 Key facts - 6:43 Patented coating technology - 09:10 Intellec...

EU Supply presentation by CEO, Thomas Beergrehn, at Progressive Equity Research – piworld investor event 11.6.18 Introduction by Gareth Evans 00:17 Overview: 02:03 Complete tender management - 03:40 End-customer examples – 04:56 Rapid low-cost delivery through online – 08:02 Profitable growth platform – 10:20 Micro-procurement opportunity – 11:50 Q&A – 15:00

Empresaria (EMR) investor presentation at Mello South 14.6.18 by Spencer Wreford, CEO and Tim Anderson, Group Finance Director Spencer Wreford, CEO Overview - 00:18 Why invest? - 02:17 Strategy focused on growth & diversification - 03:40 New management team - 08:21 Tim Anderson, Gp Finance Director The business model 10:35 Cash generative business – 13:35 Spencer Wreford, CEO Summary - 15:35 Q...

Corero Network Security (CNS) investor presentation at Mello South June 2018 Andrew Lloyd, President and EVP of Sales & Marketing Some case studies on DDoS - 00:33 What CNS does - 02:49 Overview – 05:30 2017 summary - 08:29 Strategy and progress - 9:32 Contract wins - 10:40 Investment - 14:30 Go-to-Market model - 15:51 SmartWall Threat Defence System Portfolio -18:19 DDoS attacks – 20:50 Compe...

Collagen Solutions (COS) results presentation July 2018 by Jamal Rushdy (CEO) and Hilary Spence (CFO) Jamal Rushdy Summary – 00:33 Revenue/other income – 06:10 Core business sales highlights - 07:10 Business shape – 11:25 Moving up the value chain - 13:00 Our customers’ product cycle - 14:14 Core business operational highlights - 16:38 Proprietary products - 19:40 Priorities for FY2019 – 21:04 Hil...

Cerillion (CER) investor presentation at Mello Hever June 2018 by Louis Hall Co-founder & CEO, and Oliver Gilchrist, CFO Louis Hall, Co-founder and CEO The team - 00:21 Business overview – 01:03 Product overview - 02:35 Strategy overview - 07:14 Market drivers – 09:42 Global customers – 12:14 Analysis of FY17 revenue - 14:00 Sales pipeline - 14:45 Order book – 15:27 Oliver Gilchrist, CFO Finan...

Benchmark Holdings (BMK) presentation at Progressive Equity Research – MHP – piworld investor event by Malcolm Pye CEO Mark Plampin CFO Introduction by Gareth Evans, Progressive Equity Research - 00:17 BMK’s vision - Malcolm Pye 01:51 BMK at a glance - 02:43 History – 03:28 Strategy - 05:15 What BMK do – 08.14 Pipeline of products - 12:47 Commercial success of pipeline – 14:34 Financials – Mark Pl...