PIWORLD Investor Podcasts

Poolbeg Pharma Chief Executive Officer, Jeremy Skillington PhD and Chief Business Officer, David Allmond present an overview of their current programmes and opportunities, focussing on POLB 001, their oral delivery platforms, exclusive option agreement and their AI-powered research using human viral challenge data, followed by a Q&A session. Jeremy Skillington PhD, Chief Executive Officer 00:16 - Introduction 03:06 - Programmes 04:08 - 2024 highlights David Allmond, Chief Business Officer 05:03 - POLB 001 & CRS 08:01 - POLB 001's efficacy 10:15 - POLB 001 Market Opportunity 14:17 - POLB 001 support 16:12 - Topical PTX & Behçet's Disease 18:36 - Topical PTX 12 month option 20:29 - Topical PTX Phase 2 trial Jeremy Skillington PhD, Chief Executive Officer 22:05 - Topical PTX outlook 22:48 - Oral delivery platform 25:02 - Artificial Intelligence programmes 28:13 - Investment case 29:30 - Q&A Poolbeg Pharma plc is committed to the development and commercialisation of innovative medicines targeting diseases with a high unmet medical need, with a growing emphasis on rare and orphan diseases. Its model focusses upon developing its exciting clinical assets and commercialising approved and marketed drugs to support the growth of the Company and the development of its robust pipeline of innovative products, thereby driving significant value creation. Poolbeg is led by an experienced leadership team with a history of delivering significant shareholder value. The team has been strengthened by the appointment of three former members of the Amryt Pharma plc leadership team, with the intention of repeating Amryt's success and generating near term revenues. Poolbeg's clinical programmes target large addressable markets including cancer immunotherapy-induced CRS, infectious disease, and metabolic conditions such as obesity with the development of an oral GLP-1R agonist. It uses a cost-effective development philosophy to generate high quality human data to support partnering and further development. Its AI-led infectious disease programmes analyse unique data from human challenge trials to identify clinically relevant drug targets and treatments, leading to faster development and greater commercial appeal. For more information, please go to www.poolbegpharma.com  or follow on Twitter and LinkedIn @PoolbegPharma.

MindGym Executive Chairman, Octavius Black, CEO, Christoffer Ellehuus and CFO, Dominic Neary present the group's results for the year ended 31 March 2024, followed by Q&A. Octavius Black, Executive Chairman 00:16 - Introduction Christoffer Ellehuus, CEO 01:52 - Introduction & Background 03:12 - FY24 Overview Dominic Neary, CFO 05:36 - FY24 Market dynamics 08:48 - FY24 Financial highlights Christoffer Ellehuus, CEO 10:27 - Market Opportunity 14:26 - MindGym's competitive strengths 17:56 - Awards and case studies 20:00 - Strengths & Weaknesses 22:16 - Three-year vision 24:59 - Focus on commercial execution 27:58 - Medium-term positioning 30:22 - FY25 - FY27 actions 32:40 - Summary & Outlook 34:23 - Q&A Mind Gym is a company that delivers business improvement solutions using scalable, proprietary products which are based on behavioural science. The Group operates in three global markets: business transformation, human capital management and learning & development. Mind Gym is listed on the London Stock Exchange Alternative Investment Market (ticker: MIND) and headquartered in London. The business has offices in London, New York and Singapore. Further information is available at www.themindgym.com

SThree CEO, Timo Lehne and CFO, Andrew Beach give a trading update for Half Year 2024. Timo Lehne, CEO 00:16 - Introduction 00:22 - Highlights Andrew Beach, CFO 01:49 - Financial highlights 02:39 - Per segment performance 03:29 - Regional performance 05:16 - Headcount & productivity Timo Lehne, CEO 06:17 - Summary & Outlook SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in Science, Technology, Engineering and Mathematics ('STEM'), providing permanent and flexible contract talent to a diverse base of over 7,200 clients across 11 countries. Our Group's c.2,600 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the London Stock Exchange's Main Market, trading with ticker code STEM.

Idox CEO, David Meaden and CFO, Anoop Kang present the group's half-year results for the six months ended 30 April 2024, followed by Q&A. David Meaden, CEO 00:16 - Introduction 01:25 - H1 Highlights Anoop Kang, CFO 02:44 - H1 Financial highlights 05:28 - Revenue 06:48 - Land, Property & Public Protection division 09:11 - Assets division 10:14 - Communities division 11:46 - Net Debt movement 12:43 - Financial guidance & outlook David Meaden, CEO 14:40 - Foundations for growth 16:44 - First-half wins and renewals 17:12 - Growth pillars 19:28 - M&A strategy 21:33 - Geospatial opportunity 25:24 - Election management services 26:07 - Assets opportunity 27:00 - Conclusion 27:52 - Q&A Idox plc is a United Kingdom-based supplier of specialist information management software and solutions to the public and asset intensive sectors. The Company has two segments: Public Sector Software (PSS) and Engineering Information Management (EIM). PSS segment delivers specialist information management solutions and services to the public sector. EIM segments delivers engineering document management and control solutions to asset intensive industry sectors. Its solutions include regulatory services, engineering information management, built environment, computer aided facility management (CAFM), public protection, electoral services, social care and special educational needs and disabilities (SEND), sexual health management, funding and information services, transport network management, hospital asset tracking and records management, and address data solutions. It caters various industries, including government, health, transport, engineering and construction, and other.

Eneraqua Technologies CEO, Mitesh Dhanak and CFO, Iain Richardson present their full year results for the year ended 31 January 2024, followed by Q&A. Mitesh Dhanak, CEO 00:16 - Introduction 00:36 - About Eneraqua Technologies 01:35 - FY24 Operational highlights Iain Richardson, CFO 03:30 - FY24 Financial highlights Mitesh Dhanak, CEO 05:10 - FY24 Progress Iain Richardson, CFO 07:29 - Group revenue 08:38 - Income statement 09:36 - Net debt bridge Mitesh Dhanak, CEO 10:59 - Technology & Solutions 13:20 - Addressable market 14:08 - Growth strategy 15:54 - Energy division 17:17 - Water division 18:36 - Summary & Outlook 20:52 - Q&A Eneraqua Technologies (AIM:ETP) is a specialist in energy and water efficiency. The Group operates in two markets, energy and water. Energy is the larger, with the Company focused on clients with end of life gas, oil or electric heating and hot water systems. The Group provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support Net Zero and decarbonisation goals. Water is a growing service offering focused on water efficiency upgrades for utilities and non-domestic clients including hotels, hospitals and care homes. The Group's activities are underpinned by the Company's wholly-owned intellectual property, the Control Flow HL2024® family of products which reduce water wastage and improve the performance of heating and hot water systems. The Group's main country of operation is the United Kingdom. The Group's head office is based in London with additional offices in Leeds, Washington (Sunderland), India, Spain and the Netherlands. The Group has 206 employees, with the majority employed within the UK. To find out more, please visit: www.eneraquatechnologies.com

Braemar CEO, James Gundy, CFO, Grant Foley and COO, Tris Simmonds present the group's results for the year ended 29 February 2024, followed by Q&A. James Gundy, CEO 00:16 - Introduction 02:14 - FY24 Highlights 04:16 - Business segments 05:02 - The group's journey 05:56 - Investment case Tris Simmonds, COO 06:59 - Growth strategy 07:41 - Growth Opportunities 11:28 - People Grant Foley, CFO 13:20 - Income statement 14:46 - Revenue mix 16:18 - Chartering volumes & rates 17:19 - Operating expenses 17:48 - Liquidity 18:29 - KPI's James Gundy, CEO 19:38 - Global fleet 20:44 - Rates 22:04 - Summary & Outlook 24:02 - Q&A Braemar provides expert investment, chartering, and risk management advice that enable its clients to secure sustainable returns and mitigate risk in the volatile world of shipping and energy. Our experienced brokers work in tandem with specialist professionals to form teams tailored to our customers' needs, and provide an integrated service supported by a collaborative culture. Braemar joined the Official List of the London Stock Exchange in November 1997 and trades under the symbol BMS. For more information, visit www.Braemar.com

Jonathan White, Gusbourne CEO and Katherine Berry, CFO & COO present their results for the year ended 31 December 2023. Jonathan White, CEO 00:16 - Introduction 02:20 - FY23 Highlights 05:23 - Strategic framework 07:46 - Land under vine 09:15 - New product launches 10:43 - Awards 11:44 - Sales channels 12:36 - DTC (online) 14:07 - DTC (cellar door) 14:59 - UK distribution 15:55 - International distribution Katherine Berry, CFO & CEO 16:44 - Revenue growth 17:26 - P&L Summary 18:02 - Cash flow 18:34 - Balance sheet 19:33 - Financial outlook Jonathan White, CEO 19:55 - Conclusions & Outlook Gusbourne plc (AIM:GUS) is a premium English sparkling and fine wine producer, specialising in the production and distribution of award winning wines, produced from grapes grown across its vineyards in Kent and West Sussex. Since the Group planted its first vines in 2004, it has had a clear vision and single goal: to create English Still and Sparkling Wines that would stand up alongside the very finest offerings from across the globe. From these humble beginnings, Gusbourne has focussed on building long-term assets to drive value creation for all stakeholders. Today, the Group is an acknowledged leader in the rapidly expanding English wine industry, achieving international brand recognition across its product range. Drawing on an estate of over 93 hectares of mature vineyards with additional new land available to scale further, the Gusbourne cellar continues to mature with ever expanding fine wine stocks becoming available to service the growing demands of the Group's increasingly international customer base. Gusbourne's luxury brand enjoys premium price positioning and is distributed in the finest establishments both in the UK and overseas including premium hotels and restaurants, independent wine merchants, and high-end stockists and retailers. The Group also continues to invest in building strong relationships with its growing and loyal direct customer base, including through its immersive brand experience at its cellar door experiences, the Nest in Kent.

Eneraqua Technologies CEO, Mitesh Dhanak provides an overview of the groups performance for the year ended year ended 31 January 2024. Mitesh Dhanak, CEO 00:23 - FY24 Highlights 02:18 - FY24 Financial highlights 03:41 - Strategy update 06:54 - Outlook Eneraqua Technologies (AIM:ETP) is a specialist in energy and water efficiency. The Group has two divisions energy and water. Energy is the larger division, with the Company focused on clients with end of life gas, oil or electric heating and hot water systems. The Group provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support Net Zero and decarbonisation goals. The water division is a growing service offering focused on water efficiency upgrades for utilities and commercial clients including hotels and care homes. The activities in both divisions are underpinned by the Company's wholly-owned intellectual property, the Control Flow HL2024 family of products which reduce water wastage and improve the performance of heating and hot water systems. The Company's main country of operation is the United Kingdom. The Company's head office is based in London with additional offices in Leeds, Washington (Sunderland), India, Spain and the Netherlands. The Company has 168 employees, with the majority employed within the UK. Eneraqua Technologies has received the London Stock Exchange's Green Economy Mark. To find out more, please visit: www.eneraquatechnologies.com

Cerillion CEO, Louis Hall and CFO, Andrew Dickson present interim results for the half-year to 31 March 2024, followed by Q&A. Louis Hall, CEO 00:16 - Introduction 00:31 - About Cerillion 02:18 - Market size & competitive landscape 07:16 - H1 Highlights Andrew Dickson, CFO 09:50 - Performance against KPI's 13:18 - Financial highlights 14:24 - Cash generation 15:46 - Income statement 17:14 - Balance sheet 17:54 - Cash flow statement Louis Hall, CEO 18:12 - Operations 21:22 - Summary & outlook 22:05 - Q&A Cerillion is a leading provider of mission critical software for billing, charging and customer relationship management, with a 23-year track record in providing comprehensive revenue and customer management solutions. The Company has around 80 customers across 45 countries, principally serving the telecommunications market. The Company is headquartered in London and also has operations in India (in Pune, Ahmedabad, and Indore), Bulgaria (in Sofia), Singapore, USA (in Boston) and Australia (in Sydney).

Treatt Interim CEO, Ryan Govender and Interim CFO, Alison Sleight present results for the six months ended 31 March 2024, followed by Q&A. Ryan Govender, Interim CEO 00:16 - Introduction 00:39 - HY24 highlights 04:13 - HY24 Financial highlights 04:35 - Vision 2027 strategy 05:45 - Protecting heritage 09:00 - Accelerating premium 11:20 - Progress in new markets Alison Sleight, Interim CFO 15:20 - Income statement 17:38 - Cash flow 18:29 - FY24 guidance Ryan Govender, Interim CEO 20:37 - 2024 Outlook 22:23 - Outlook Treatt is a global, independent manufacturer and supplier of a diverse and sustainable portfolio of natural extracts and ingredients for the flavour, fragrance and multinational consumer product industries, particularly in the beverage sector. Renowned for its technical expertise and knowledge of ingredients, their origins and market conditions, Treatt is recognised as a leader in its field. The Group employs around 350 staff in Europe, North America and Asia and has manufacturing facilities in the UK and US. Its international footprint enables the Group to deliver powerful and integrated solutions for the food, beverage and fragrance industries across the globe. For further information about the Group, visit www.treatt.com.