PIWORLD Investor Podcasts

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Sep 20, 2023 • 25min

Inspired (INSE) FY23 Interim Results presentation - September 2023

Mark Dickinson, Chief Executive Officer, Paul Connor, Chief Financial Officer and David Cockshott, Chief Commercial Officer present half-year results for the six-months ended 30 June 2023. Mark Dickinson, Chief Executive Officer 00:16 - Introduction 00:32 - About Inspired 07:42 - H1 2023 Financial highlights Paul Connor, Chief Financial Officer 08:30 - Assurance services performance 10:19 - ESG Services performance 11:12 - Optimisation services performance 12:12 - Software services performance 13:07 - H1 Group performance 14:10 - Income statement 14:39 - Cashflow 15:53 - Balance sheet David Cockshott, Chief Commercial Officer 17:17 - Strategy Update Mark Dickinson, Chief Executive Officer 21:24 - M&A 22:23 - FY23 Outlook 23:20 - Summary Inspired PLC is a United Kingdom-based technology-enabled provider of net-zero, carbon, energy and carbon management, and ESG energy advisory services in the United Kingdom and Ireland. The Company operates through four segments, namely Assurance, Optimization, Software and ESG. The Assurance services segment provides the review, analysis and negotiation of gas and electricity contracts on behalf of clients. The Optimization services segment focuses on the optimization of a client’s energy consumption and its services include forensic audits, energy efficiency projects, and water solutions. The Software services segment comprises of the provision of energy management software to third parties. Within ESG segment, the Company manages the data collection and validation of consumption data to provide the resources for the creation of mandatory ESG disclosures, such as Streamlined Energy and Carbon Reporting (SECR) and Taskforce on Climate-related Financial Disclosure (TCFD) reporting.
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Sep 20, 2023 • 34min

Fintel (FNTL) HY23 results presentation - September 23

Fintel Joint CEO's Matt Timmins and Neil Stevens, and CFO, David Thompson present interim results for the six months ended 30 June 2023. Matt Timmins, Joint-CEO 00:16 - Introduction 00:44 - About Fintel 06:50 - FY23 Core business highlights 08:39 - Investments David Thompson, CFO 10:11 - HY23 Financial highlights 13:30 - Revenue split 14:28 - Core business performance 16:31 - Overall performance 16:57 - Cashflow 19:28 - Financial Summary Neil Stevens, Joint-CEO 20:04 - Divisional highlights 25:21 - Aquisitions & investments 29:42 - Current trading & Outlook Fintel is the UK's leading fintech and support services business, combining the largest provider of intermediary business support, SimplyBiz, and the leading research, ratings and Fintech business, Defaqto. Fintel provides technology, compliance and regulatory support to thousands of intermediary businesses, data and targeted distribution services to hundreds of product providers and empowers millions of consumers to make better informed financial decisions. We serve our customers through three core divisions: The Intermediary Services division provides technology, compliance, and regulatory support to thousands of intermediary businesses through a comprehensive membership model. Members include directly authorised IFAs, Wealth Managers and Mortgage Brokers. The Distribution Channels division delivers market Insight and analysis and targeted distribution strategies to financial institutions and product providers. Clients include major Life and Pension companies, Investment Houses, Banks, and Building Societies. The Fintech and Research division (Defaqto) provides market leading software, financial information and product research to product providers and intermediaries. Defaqto also provides product ratings (Star Ratings) on thousands of financial products. Financial products are expertly reviewed by the Defaqto research team and are compared and rated based on their underlying features and benefits. Defaqto ratings help consumers compare and buy financial products with confidence. For more information about Fintel, please visit the website: www.wearefintel.com
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Sep 19, 2023 • 24min

Made Tech (MTEC) Full Year 2023 results presentation - September 2023

CEO Rory MacDonald and CFO Debbie Lovegrove, present full year 2023 results for the 12 months ended 31st May 2023. Rory MacDonald, CEO 00:17 Introduction 00:54 Business uodate 01:30 Highlights of FY23 05:22 Focus on performance Debbie Lovegrove, CFO 06:33 Financial highlights 09:10 P&L 09:42 Cashflow 10:36 Utilisation Rory MacDonald, CEO 13:13 Strategic plan 13:30 Market opportunity 15:23 Capabilities & offerings 17:50 Product 19:45 Clients 21:16 ESG 22:02 Outlook Made Tech Group Plc is a provider of digital, data, and technology services to the United Kingdom public sector. The Company provides services that enable central government, healthcare, and local government organizations to digitally transform, allowing them to modernize their legacy technology, accelerate their digital service delivery, and drive better decisions by using data. Its services include digital service delivery, legacy application transformation, embedded capabilities, data, digital transformation, cloud and engineering, and housing repair software as a service (SaaS) product. The Company’s strategy and expertise include modernize legacy technology and working practices, accelerate digital service and technology delivery, drive decisions through data and automation, and enable technology and delivery skills to build better systems. It serves sectors such as central and local government, housing, healthcare, transport, education, justice, space, defense, and security.
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Sep 19, 2023 • 10min

SThree (STEM) FY23 Q3 Trading Update - September 23

SThree CEO, Timo Lehne and CFO, Andrew Beach give a trading update for for Q3 FY23. Timo Lehne, CEO 00:16 – Introduction 00:29 – Highlights Andrew Beach, CFO 02:54 – Financial Highlights 03:29 – Per sector performance 04:19 – Regional performance 06:39 – Per skill performance 07:18 – Headcount & productivity Timo Lehne, CEO 08:47 – 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 8,200 clients across 14 countries. Our Group’s c.2,800 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the Premium Segment of the London Stock Exchange’s Main Market, trading with ticker code STEM.
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Sep 11, 2023 • 28min

The Pebble Group (PEBB) Half Year 2023 Results presentation - September 23

Pebble Group CEO, Chris Lee and CFO, Claire Thomson present results for the six months ended 30 June 2023, followed by Q&A. Chris Lee, CEO 00:16 - Introduction 01:45 - Market opportunity 02:52 - HY 23 Highlights Claire Thomson, CFO 04:05 - HY 23 Financial highlights 04:40 - Key financial dynamics 05:23 - Income statement 06:20 - Cash flow 07:11 - Balance sheet 07:50 - Use of capital Chris Lee, CEO 08:51 - Facilisgroup performance Claire Thomson, CFO 14:56 - Brand Addition performance Chris Lee, CEO 17:54 - ESG 19:25 - Outlook 20:16 - Q&A The Pebble Group is a provider of digital commerce, products and related services to the global promotional products industry, comprising two differentiated businesses, Facilisgroup and Brand Addition, focused on specific areas of the promotional products market. For further information, please visit www.thepebblegroup.com.
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Sep 11, 2023 • 53min

Somero Enterprises (SOM) 2023 Interim results presentation - September 23

Somero CEO, Jack Cooney and CFO, Enzo Licausi present Interim Results for the six months ended June 30, 2023 followed by Q&A. Jack Cooney, CEO 00:16 – Introduction 01:28 – H1 2023 highlights Enzo Licausi, CFO 03:23 – H1 2023 Financial highlights Jack Cooney, CEO 04:53 – Sales performance Enzo Licausi, CFO 08:23 – Operating results 09:34 – Financial position 11:27 – Cashflow Jack Cooney, CEO 12:25 – Long term growth 14:15 – International growth 15:29 – Outlook 17:17 – Q&A Somero Enterprises provides industry-leading concrete-levelling equipment, training, education and support to customers in over 90 countries. The Company’s cutting-edge technology allows its customers to install high-quality horizontal concrete floors faster, flatter and with fewer people. Somero® equipment that incorporates laser-technology and wide-placement methods is used to place and screed the concrete slab in all building types and has been specified for use in a wide range of commercial construction projects for numerous global blue-chip companies. Somero pioneered the Laser Screed® market in 1986 and has maintained its market-leading position by continuing to focus on bringing new products to market and developing patent-protected proprietary designs. In addition to its products, Somero offers customers unparalleled global service, technical support, training and education, reflecting the Company’s emphasis on helping its customers achieve their business and profitability goals, a key differentiator to its peers. For more information, visit www.somero.com
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Sep 11, 2023 • 9min

Inspired PLC (INSE) FY23 interim results overview - September 2023

Inspired PLC CEO Mark Dickinson presents a short overview of the groups' FY23 interim results. 00:23 Introduction & financial highlights 01:38 Divisional performance 02:13 Assurance Services 03:13 ESG Services 03:42 Optimisation Services 05:34 Software Services 06:30 Group performance 07:24 Outlook Inspired PLC is a United Kingdom-based technology-enabled provider of net-zero, carbon, energy and carbon management, and ESG energy advisory services in the United Kingdom and Ireland. The Company operates through four segments, namely Assurance, Optimization, Software and ESG. The Assurance services segment provides the review, analysis and negotiation of gas and electricity contracts on behalf of clients. The Optimization services segment focuses on the optimization of a client's energy consumption and its services include forensic audits, energy efficiency projects, and water solutions. The Software services segment comprises of the provision of energy management software to third parties. Within ESG segment, the Company manages the data collection and validation of consumption data to provide the resources for the creation of mandatory ESG disclosures, such as Streamlined Energy and Carbon Reporting (SECR) and Taskforce on Climate-related Financial Disclosure (TCFD) reporting.
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Sep 7, 2023 • 36min

Nexteq (NXQ) H1 2023 Results presentation - September 23

Nexteq CEO, Jon Jayal and CFO, Johan Olivier present interim results for the six months ended 30 June 2023, followed by Q&A. Jon Jayal, CEO 00:16 - Introduction 00:55 - Overview of Nexteq 02:27 - H1 23 Highlights Johan Olivier, CFO 03:53 - H1 23 Financial highlights 04:33 - Group Revenue 06:00 - Gross Margin & profitability 09:05 - Cashflow Jon Jayal, CEO 10:21 - Sector and product positioning 14:28 - Sector trading analysis 19:41 - Growth Strategy 21:44 - Outlook 23:02 - Q&A Nexteq (AIM: NXQ) is a strategic technology solutions provider to customers in selected industrial markets. Its innovative technology enables the manufacturers of global electronic equipment to outsource the design, development and supply of non-core aspects of their product offering. By outsourcing elements of their technology stack to Nexteq, customers can focus their product development effort on the most critical drivers of their business' success. Our solutions are delivered through a global sales team and leverage the Group's electronic hardware, software, display and mechanical engineering expertise. Our operations in Taiwan are at the heart of Far Eastern supply networks and facilitates cost effective manufacturing and strategic supply chain management. The Group operates in 7 countries and services over 500 customers across 50 countries. Nexteq operates two distinct brands: Quixant, a specialised computer platforms provider, and Densitron, leaders in human machine interface technology, each with dedicated sales, account management and product innovation teams. Founded in 2005, and later floating on the London Stock Exchange's AIM stock market as Quixant plc, the Group rebranded to Nexteq in 2023. Further information on Nexteq and its brands can be found at www.nexteqplc.com.
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Sep 6, 2023 • 34min

Headlam Group (HEAD) Half Year results presentation - September 2023

Headlam Group Chief Executive, Chris Payne and Chief Financial Officer, Adam Phillips present results for the the first six months of the year to 30 June 2023, followed by Q&A. Chris Payne, Chief Executive 00:16 – Introduction 00:51 – About Headlam 01:27 – H1 2023 Highlights Adam Phillips, Chief Financial Officer 03:43 – H1 2023 Financial Highlights 05:26 – Revenue 06:41 – UK distribution volumes 08:02 – Income statement 09:23 – Operating costs 10:22 – Operating profit 11:02 – Mitigating actions 11:40 – Non underlying items 12:15 – Cashflow 13:26 – Balance sheet 14:00 – Net Debt Chris Payne, Chief Executive 14:38 – Strategic pillars 15:41 – Strategic growth initiatives 19:48 – Sustainability and ESG 20:49 – Current trading 22:16 – Capital Allocation 23:47 – Summary 24:16 – Q&A Operating for over 30 years, Headlam is the UK’s leading floorcoverings distributor. The Group works with suppliers across the globe manufacturing the broadest range of products, and gives them a highly effective route to market, selling their products into the large and diverse trade customer base. The Group has an extensive customer base spanning independent and multiple retailers, small and large contractors, and housebuilders. It provides its customers with a market leading service through the largest product range, in-depth knowledge, ecommerce and marketing support, and nationwide next day delivery service. To maximise customer reach and sales opportunity, Headlam operates 68 businesses and trade brands across the UK and Continental Europe (France and the Netherlands), which are supported by the group’s network, central resources and processes.
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Aug 29, 2023 • 28min

Tribal (TRB) Half Year Results presentation - August 23

Tribal Group CEO, Mark Pickett and CFO Diane McIntyre present Interim Results for the six months ended 30 June 2023. Mark Pickett, CEO 00:16 - Introduction 00:34 - H1 Overview & highlights 06:32 - Tribal products 08:42 - New customer wins Diane McIntyre, CFO 10:41 - H1 Financial highlights 12:03 - Segmental performance 13:14 - SIS performance 16:42 - Cashflow Mark Pickett, CEO 19:04 - Admissions product 23:26 - Growth drivers 24:19 - Customer wallet expansion 26:50 - Summary and outlook Tribal Group plc is a pioneering world-leader of education software and services. Its portfolio includes Student Information Systems; a broad range of education services covering quality assurance, peer review, benchmarking and improvement; and student surveys that provide the leading global benchmarks for student experience. Working with Higher Education, Further and Tertiary Education, schools, Government and State bodies, training providers and employers, in over 55 countries; Tribal Group's mission is to empower the world of education with products and services that underpin student success.

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