PIWORLD Investor Podcasts

TPXimpact CEO, Björn Conway and CFO, Steve Winters present results for the year ended 31 March 2023, followed by Q&A. Björn Conway, CEO 00:16 - Introduction 01:46 - FY23 Summary 04:13 - Market Overview 08:21 - Case Studies Steve Winters, CFO 09:58 - FY23 Financial highlights 12:51 - Revenue 16:18 - ESG Björn Conway, CEO 19:57 - Strategy update 23:30 - Current trading and outlook 26:42 - Q&A We believe in a world enriched by people-powered digital transformation. Working together in close collaboration, we want to help our clients reimagine their organisations, services and experiences to accelerate positive change and build a future where people, places and the planet are supported to thrive. Led by passionate people, we care deeply about the work we do and the impact we have in the world. Working alongside our clients teams, we work to understand their unique challenges and find new ways forward together; challenging assumptions, testing new approaches and building capabilities, leaving them with the tools, the insight and the confidence to continue iterating and innovating. Combining rich heritage and expertise in human-centred design, data, experience and technology, we bring over 15 years experience across the public, private and third sectors, creating sustainable solutions with the flexibility to learn, evolve and change. The business is being increasingly recognised as a leading alternative digital transformation provider to the UK public services sector, with c.72% of its client base representing the public sector and c.28% representing the commercial sector. More information is available at www.tpximpact.com.

ActiveOps CEO, Richard Jeffrey and CFO, Ken smith present full year results for the year ended 31 March 2023. Richard Jeffrey, CEO 00:16 - Introduction 02:11 - Products 02:32 - FY23 Highlights Ken Smith, CFO 04:33 - FY23 Financial highlights 06:21 - P&L Performance 07:23 - EBITDA 08:16 - Cashflow 08:46 - Financial platform Richard Jeffrey, CEO 09:33 - Market opportunity 11:41 - AI 13:00 - CaseworkiQ 14:12 - TD Bank case study 15:12 - Development roadmap 17:32 - Pricing 18:34 - ESG 20:07 - Current trading & Outlook ActiveOps is a leader in Management Process Automation (MPA), providing a SaaS platform to large enterprises with complex and often global back-offices. The Group's software and embedded back-office operations management methodology enables enterprises to adopt a data-driven, scientific approach to organising work and managing capacity. The Group's enterprise platform comprises its MPA software products and AOM, the Group's operations methodology and framework for effective back-office management. Together, this combination of software and embedded methodology enables operations managers to balance the competing priorities of meeting service and quality standards while improving productivity and reducing cost. As at 31 March 2023, the Group had 179 employees, serving its global customer base of over 80 enterprise customers from offices in the UK, Ireland, USA, Australia, India and South Africa. The Group's customers are predominantly in the banking, insurance and business process outsourcing (BPO) sectors, including Nationwide, TD Bank, Anthem Inc and DXC Technology.

IG Design Group Non-Executive Chair, Stewart Gilliland and CEO/CFO Paul Bal present results for the year ended 31 March 2023, followed by Q&A. Stewart Gilliland, Non-Executive Chair 00:16 - Introduction 00:32 - FY23 Highlights Paul Bal, CEO/CFO 03:49 - FY23 Financial summary 06:50 - Revenue performance 08:43 - Per category performance 09:51 - Profit & Loss 14:53 - Cashflow 17:36 - DG Americas update 21:58 - DG International update 23:11 - Senior leadership update 25:31 - Updated strategy Stewart Gilliland, Non-Executive Chair 31:18 - Summary and outlook 32:46 - Q&A IG Design Group plc is a United Kingdom-based company that is engaged in the design manufacture and distribution of celebration, craft & creative play, stationery, gifting and not-for-resale consumable products. The Company is a producer of Celebrations products, including greetings cards, gift wrap, Christmas crackers, gift bags and partyware. The Company design, manufacture and sources a range of stationery products for consumers of all ages, for use in education, commercial and home settings. Its not-for-resale consumables product combines Polaris business with Paper Twist Handle Bags. The Company’s segments include DG Americas and DG International. The DG Americas segment includes overseas operations in Asia, Australia, the United Kingdom (UK), India and Mexico, and the United States companies. The DG International segment comprises the consolidation of the separately owned UK, European and Australian businesses.

Mindgym CEO, Octavius Black and CFO, Dominic Neary present results for the year ended 31 March 2023. Delivering a robust performance, with double-digit revenue growth and an encouraging return to profitability. Octavius Black, CEO 00:16: Introduction Dominic Neary, CFO 00:55 - FY23 Highlights 03:04 - Revenue Growth 04:29 - Operating margin Octavius Black, CEO 06:03 - Market Opportunity 08:25 - Business model 10:36 - Performa 13:11 - Diagnostics platform 19:55 - Outlook 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 H1 2023. The group saw contract net fees up 3% YoY with growth across the majority of regions, as well as a strong balance sheet, with £72 million net cash. Timo Lehne, CEO 00:16 - Introduction 00:36 - Highlights and overview Andrew Beach, CFO 04:07 - Financial highlights 05:30 - Regional performance 07:55 - Per sector performance 08:28 - Headcount Timo Lehne, CEO 09:54 - 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.

Idox CEO, David Meaden and CFO, Anoop Kang, present interim results for the six months ended 30th April 2023, followed by Q&A. It's a good first-half performance, with encouraging organic growth and continued cash generation. David Meaden, CEO 00:16 - Introduction 00:45 - H1 FY23 Operational highlights Anoop Kang, CFO 04:26 - H1 FY23 Financial highlights 06:24 - Segmental performance 11:32 - Income statement 12:40 - Cashflow 14:10 - Balance sheet 14:58 - Future guidance David Meaden, CEO 16:23 - Strategy overview 18:20 - Focus on growth 20:14 - Longterm performance & goals 21:28 - M&A 22:34 - ESG 23:46 - Outlook 25:12 - 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.

Venture Life Group plc, a leader in developing, manufacturing and commercialising products for the international self-care market, hosted a capital markets event for analysts and investors, on 6 June 2023, senior executives, operational management and product champions presented. Paul McGreevy, Non-Executive Chair 00:16 - Introduction Jerry Randall, CEO 01:50 - Introduction 04:36 - Business overview Daniel Wells, CFO 09:36 - Financial Overview Jerry Randall, CEO 25:08 - Key brands 25:46 - Introduction to Balance Activ Dr Shazia Malik, MBChB 31:42 - About BV 44:25 - Why recommend Balance Activ? 46:58 - Womens health trends Jerry Randall, CEO 50:47 - Introduction to Lift Vanessa Haydock 54:27 - About Diabetes 59:26 - Lift user experience 01:01:29 - The science behind Lift 1:03:33- The wider market for Lift Jerry Randall, CEO 01:05:31 - Introduction to Earol Hillary Harkin 01:10:15 - About Ear wax buildup 01:18:37 - Why recommend Earol? 01:21:12 - Growth opportunities for Earol Lorenzo Morini, Commercial director 01:23:14 - UK Distribution Natalia Ocio Mellid, Director of International Brands 01:33:00 - International Distribution Jocelyn Kirby, Head of E-Commerce 01:42:25 - E-Commerce Gianluca Braguti, Chief Manufacturing/Operations Officer 01:52:42 - Group CDMO Introduction Stefania Abbattista, Head of R&D 02:07:05 - Development Capability/NPD Domenico Barbaro, Purchasing & Supply Chain Group Director 02:15:34 - Supply Chain Marco Castelnovo, Head of Private International Label & Contract Manufacturing 02:26:12 - Customer Brands Jerry Randall, CEO 02:34:20 - Conclusion 02:35:57 - Q&A Venture Life is an international consumer self-care company focused on developing, manufacturing and commercialising products for the global self-care market. With operations in the UK, Italy, The Netherlands and Sweden, the Group's product portfolio includes some key products such as the UltraDEX and Dentyl oral care product ranges, the Balance Activ range in the area of women's intimate healthcare, the Lift and Glucogel product ranges for hypoglycaemia, Gelclair and Pomi-T for oncology support, products for fungal infections and proctology, and dermo-cosmetics for addressing the signs of ageing. Its products are sold in over 90 countries worldwide. The products, which are typically recommended by pharmacists or healthcare practitioners, are available primarily through pharmacies and grocery multiples. In the UK and The Netherlands these are supplied direct by the company to retailers, elsewhere they are supplied by the Group's international distribution partners. Through its two Development & Manufacturing operations in Italy and Sweden, the Group also provides development and manufacturing services to companies in the medical devices and cosmetic sectors.

Charlie Holland, CEO & Katherine Berry, CFO present full year 2022 results for the period ended 31 December 2022. These results show a strong growth of 49% in net revenue and a reduced adjusted EBITDA loss. Charlie Holland, CEO 00:16 - Introduction 00:53 - 2022 Summary 03:17 - The English wine market 04:12 - Growth Strategy Katherine Berry, CFO 11:22 - Revenue Growth 13:05 - P&L 14:28 - Key Cashflow movements 15:30 - Key Balance sheet items 15:52 - Guidance & Targets for 2023 Charlie Holland, CEO 16:22 - Conclusions & Outlook Gusbourne produces and distributes a range of high quality and award winning vintage English sparkling wines from grapes grown in its own vineyards in Kent and West Sussex. The Gusbourne business was founded by Andrew Weeber in 2004 with the first vineyard plantings at Appledore in Kent. The first wines were released in 2010 to critical acclaim. Following additional vineyard plantings in 2013 and 2015 in both Kent and West Sussex, Gusbourne now has 93 hectares of mature vineyards. The NEST visitor centre was opened next to the winery in Appledore in 2017, providing tours, tastings and a direct outlet for our wines. Right from the beginning, Gusbourne's intention has always been to produce the finest English sparkling wines. Starting with carefully chosen sites, we use best practice in establishing and maintaining the vineyards and conduct green harvests to ensure we achieve the highest quality grapes for each vintage. A quest for excellence is at the heart of everything we do. We blind taste hundreds of samples before finalising our blends and even after the wines are bottled, they spend extended time on their lees to add depth and flavour. Once disgorged, extra cork ageing further enhances complexity. Our winemaking process remains traditional, but one that is open to innovation where appropriate. It takes four years to bring a vineyard into full production and a further four years to transform those grapes into Gusbourne's premium sparkling wine. Gusbourne's luxury brand enjoys premium price positioning and is distributed in the finest establishments both in the UK and abroad. Our wines can be found in leading luxury retailers, restaurants, hotels and stockists, always being aware that where we are says a lot about who we are.

Louis Hall, CEO & Andrew Dickson, CFO outline the interim results for the six months ended 31 March 2023. They have achieved new records for the key performance indicators, which demonstrate the strong momentum in the business and the significant growth opportunities available. Louis Hall, CEO 00:16 - Introduction 01:06 - About Cerillion 06:29 - Market Drivers 14:53 - H1 2023 Highlights 18:58 - Sales pipeline Andrew Dickson, CFO 19:29 - H1 2023 KPI's 22:36 - Financial highlights 24:23 - Cash generation 25:41 - Income statement 27:36 - Balance sheet 27:56 - Cashflow statement Louis Hall, CEO 28:25 - Summary and Outlook 28:51 - Q&A About Cerillion 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 44 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) and Australia (in Sydney).

Eneraqua Technologies CEO, Mitesh Dhanak, and CFO, Iain Richardson, present preliminary results for the year ended 31 January 2023. Mitesh Dahnak, CEO 00:16 - Introduction 01:04 - FY2023 Operational highlights Iain Richardson, CFO 02:15 - Financial highlights Mitesh Dahnak, CEO 04:42 - Overview of Eneraqua technologies 05:38 - Technology IP 07:30 - Addresable market Iain Richardson, CFO 08:55 - Growth strategy Mitesh Dahnak, CEO 11:01 - Strategic highlights 15:21 - Energy 17:56 - Investing in the future Iain Richardson, CFO 20:23 - Financial summary 21:35 - Group revenue 22:54 - Income statement 24:09 - Balance sheet 25:11 - Cashflow Mitesh Dahnak, CEO 26:11 - Summary and 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