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Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk
Episodes
Mentioned books

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.

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

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.

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.

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.

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

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.

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.

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.

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.


