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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

Apr 12, 2023 • 37min
Inspired (INSE) Full Year 2022 presentation - March 2023
Inspired CEO, Mark Dickinson, CFO, Paul Connor and CCO, David Cockshott present the full year results for the period ended 31 December 2022.
Mark Dickinson, CEO
00:16 - Introduction
00:59 - Macro themes
03:19 - Business divisions
04:49 - FY22 Financial highlights
Paul Connor, CFO & David Cockshott, CCO
05:27 - Divisional performance
Paul Connor, CFO
14:14 - Group financial performance
15:33 - FY22 Cash Flow
16:41 - FY22 Balance Sheet
17:32 - M&A approach
Mark Dickinson, CEO
19:30 - ESG products
David Cockshott, CCO
24:05 - Market opportunity
28:23 - Clients & Case Studies
Mark Dickinson, CEO
33:24 - Summary and outlook
Inspired PLC is a United Kingdom-based technology-enabled service provider supporting businesses in their drive to reduce energy consumption, deliver net-zero, control energy costs and manage their response to climate change. The Company operates in three divisions: Inspired ESG, Inspired Energy, and Inspired Software. The Inspired ESG division delivers end-to-end solutions for investors and corporate businesses to make ESG disclosures and transform them into ESG impacts. The Inspired Energy division delivers energy, water and sustainability assurance and optimization services. The Inspired Software division delivers technology and software solutions that underpin the services provided by the Company and makes them available to third parties. It provides energy advisory and sustainability services. Inspired Energy provides a range of services, such as procurement, cost control, on-site generation, monitoring and targeting, site operations management, compliance, and optimization.

Apr 3, 2023 • 7min
Tracsis (TRCS) Interim results overview - April 2023
Chris Barnes, CEO & Andrew Kelly, CFO give an overview of the interim results for the six months ended 31 January 2023.
Chris Barnes, CEO
00:23 - Group Highlights
Andrew Kelly, CFO
01:45 - Financial highlights
Chris Barnes, CEO
04:07 - Operational progress
Andrew Kelly, CFO
05:20 - Outlook
Tracsis plc is a technology company and a leading provider of software and hardware products, data capture and data analytics/GIS services for the rail, traffic data and wider transport industries.
Tracsis' products and services are widely used to increase efficiency, reduce cost and risk, improve operational and asset performance, improve safety management and decision making capabilities and improve the overall end-user experience for clients and customers.
The Group is split into two principle operating areas built around detailed industry knowledge and expertise:
Rail Technology & Services: A software, technology and product led business. It develops and supplies software that solves complex resource, asset optimisation and control problems for Train Operators, and Smart Ticketing, Delay Repay and other retail software to improve the customer experience for rail users. It also develops remote condition monitoring hardware, data acquisition software, and safety and risk management software for rail infrastructure providers.
Data, Analytics, Consultancy & Events : A largely services led business that focuses on data capture, data analytics, GIS, earth observation, data insights, consultancy and event traffic management within a range of transport and pedestrian rich environments. The business provides technology and bespoke products and data that underpin large scale intelligent transport systems, smart city planning and positive environmental decision making.
Tracsis has a blue-chip client base which includes all major UK transport owning groups, Network Rail, Passenger and Freight Train Operating Companies, the Department for Transport, TfL, multiple local authorities, major outdoor music and sporting event organisers, and a wide variety of large engineering and infrastructure companies. In North America our clients include Class 1 rail freight companies, transit operators, shortline railroads and several large rail served ports and industrials.
The business drives growth both organically and through acquisition and has made seventeen acquisitions since 2008.
For more information on Tracsis please visit http://www.tracsis.com

Mar 30, 2023 • 9min
Secure Trust Bank (STB) Full Year 2022 overview - March 2023
David McCreadie, CEO, gives an overview of Secure Trust Bank's (STB) Full Year 2022 results and outlook for the short and medium term.
00:23 Secure Trust Bank and the macro backdrop
01:18 Highlights of the period
06:40 ESG
07:35 Summary & outlook
Secure Trust Bank PLC is a United Kingdom-based retail bank. The Company operates through four segments: Real Estate Finance, Commercial Finance, Vehicle Finance and Retail Finance. Its Real Estate Finance segment is engaged in lending on portfolios of residential property as well as the development of new build property. Commercial Finance segment offers lending, which is predominantly against receivables, that is qualifying invoices under invoice discounting and factoring services. Its Vehicle Finance segment offers hire purchase lending for used cars primarily to prime and near-prime customers, and personal contract purchase lending into the consumer prime credit market, both secured against the vehicle financed. Its Retail Finance segment offers online service to retailers, providing unsecured prime lending products to the United Kingdom customers of its retail partners to facilitate the purchase of a range of consumer products.
www.securetrustbank.co.uk
Video produced by BRR Media. Distributed by PIWORLD.

Mar 29, 2023 • 31min
Tribal (TRB) Full Year 22 Results presentation - March 23
Mark Pickett, CEO & Diane McIntyre, CFO, present preliminary results for the year ended 31 December 2022.
Mark Pickett, CEO
00:18 Introduction
00:41 Tribal at a glance
02:58 Overview and highlights
05:48 Growing a global SAAS business
07:34 Strategy in action: High level of new wins
10:02 Strategy in action: Key projects in 2022
Diane McIntyre, CFO
12:20 Financial performance
14:26 Segments: Student Information Systems (SIS) and Education Services (ES)
15:38 SIS: Core revenue growth
17:15 SIS ARR: Continued high growth in Cloud and Edge
19:23 Cashflow
20:26 SIS: Edge product development
Mark Pickett, CEO
20:50 Strategy update: Market & Drivers for long term growth
24:55 Tribal offerings: A modern student information system
26:14 Building world class cloud sales, delivery & support
29:39 Summary & outlook for FY2023
Tribal Group plc is a United Kingdom-based holding company. The Company is engaged in providing education-related systems, solutions and consultancy services. The Company provides cloud-based, student information software and services to customers. The Company is an education software and services provider. The Company operates through two segments: Student Information Systems and Education Services. The Student Information Systems segment represents the delivery of software and maintenance and support services and the activities through which it deploys and configures its software for its customers, including software solutions, asset management and information managed services. The Education Services segment represents inspection and review services that support the assessment of educational delivery, and a portfolio of performance improvement tools and services, including analytics. Its geographical location includes the United Kingdom, Australia and North America

Mar 27, 2023 • 37min
The Pebble Group (PEBB) Full Year Results 2022 - March 2023
Chris Lee, CEO & Claire Thomson, CFO, present full year 2022 results for the year ended 31 December 2022. A year of strong growth on the prior year and are slightly ahead of market expectations.
Chris Lee, CEO
00:16 - Introduction
01:02 - The promotional products industry
02:54 - Market opportunity
03:56 - FY22 highlights
Claire Thomson, CFO
05:30 - FY22 Financial highlights
06:42 - Income statement
07:32 - Cashflow
08:03 - Balance sheet
08:56 - Use of capital from cash generation
Chris Lee, CEO
11:04 - Overview of Facilisgroup
13:18 - Facilisgroup performance
17:16 - Growth strategy
Claire Thomson, CFO
19:19 - Overview of Brand Addition
19:48 - Brand Addition performance
22:51 - Goals for Brand Addition
Chris Lee, CEO
23:19 - ESG
25:12- Group outlook
25:57 - 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

Mar 24, 2023 • 52min
Judges Scientific (JDG) Full Year 22 Results presentation - March 23
David Cicurel, CEO, Brad Ormsby, Group FD & Mark Lavelle, COO present the results for the year ended 31 December 2022. It was a record performance, they have a substantial order book and completed their largest acquisition of Geotek.
David Cicurel, CEO
00:17 Introduction & about Judges Scientific
03:29 Acquisition criteria
05:20 The Judges Group
06:04 Post acquisition
06:29 FY22 key messages
Brad Ormsby, CFO
08:38 Financial highlights
13:22 Performance
16:09 Order intake
18:13 Profit bridge
19:54 Return on total invested capital
21:20 Diversification
21:47 Financial history
22:57 Banking facilities
David Cicurel, CEO
24:20 Geotek acquisition
28:31 Further investment
Mark Lavelle, COO
29:08 Delivering organic growth
David Cicurel, CEO
33:15 Outlook
35:02 Investment case
36:25 Q&A
Judges Scientific plc (AIM: JDG), is a group focused on acquiring and developing companies in the scientific instrument sector. The Group currently consists of 20 businesses acquired since 2005.
The acquired companies are primarily UK-based with products sold worldwide to a diverse range of markets including: higher education institutions, scientific research facilities, manufacturers and regulatory authorities. The UK is a recognised centre of excellence for scientific instruments. The Group has received five Queen’s Awards for innovation and export.
The Group’s companies predominantly operate in global niche markets, with long term growth fundamentals and resilient margins.
Judges Scientific maintains a policy of selectively acquiring businesses that generate sustainable profits and cash. Shareholder returns are created through the reduction of debt, Organic growth and dividends.
For further information, please visit www.judges.uk.com

Mar 23, 2023 • 59min
Literacy Capital (BOOK) Full Year 2022 Investor presentation - March 2023
Paul Pindar, Chairman & Richard Pindar, CEO present final results for the nine months to 31 December 2022. Literacy Capital, is an investment trust with a focus on helping to build great businesses to generate superior returns.
Paul Pindar, Chairman & Richard Pindar, CEO
00:17 Introduction
Paul Pindar, Chairman
01:53 Overview
Richard Pindar, CEO
06:34 2022 highlights
10:57 Investment approach & criteria
Paul Pindar, Chairman
16:39 What Distinguishes BOOK from PE
18:59 Charitable mission & ESG
Richard Pindar, CEO
20:43 Portfolio breakdown
24:15 Case study – RCI Group
29:31 Case Study – Kernel Global
Paul Pindar, Chairman
33:53 Summary
34:10 Q&A
Literacy Capital (BOOK.L) is an investment trust that was launched in 2017 by Paul and Richard Pindar, before it listed on the London Stock Exchange's main market in June 2021. The Company focuses on opportunities to invest for the long-term in growing private businesses where a clear route to creating additional value can be seen. It also has a unique charitable objective to donate 0.9% of annual NAV to charities focused on improving literacy in UK children. £5.8 million has been donated or reserved for donation to charities since the trust's creation in 2017. For more information, please visit our website: www.literacycapital.com.

Mar 21, 2023 • 9min
SThree (STEM) FY23 Q1 Trading Update - March 2023
Timo Lehne, CEO and Andrew Beach, CFO give a trading update for Q1 2023. It is a period where net fee growth has been driven by the group's Contract business.
Timo Lehne, CEO
00:16 - Introduction
00:35 - Highlights and overview
Andrew Beach, CFO
02:58 - Financial highlights
03:38 - Regional performance
05:53 - Per sector performance
06:26 - Headcount
Timo Lehne, CEO
07:39 - 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.3,000 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector.

Mar 21, 2023 • 50min
Somero Enterprises (SOM) Full Year 2022 results presentation - March 2023
Somero Enterprises CEO, Jack Cooney, President, John Yuncza and CFO, Enzo Licausi, presents the FY22 results, for the period ended 31 December, 2022, followed by Q&A. There is a healthy North American market and significant contributions from Europe and Australia, which drove a strong finish to 2022.
Jack Cooney, CEO
00:16 - Introduction
00:26 - 2022 Highlights
John Yuncza, President
01:31 - Financial highlights
02:24 - Sales by territory & product
Enzo Licausi, CFO
05:39 - Operating results
07:14 - Financial position & cashflow
09:31 - Dividend
John Yuncza, President
10:16 - Long term growth strategy
12:02 - Product development & current lineup
14:51 - International growth
16:59 - Outlook
19:12 - 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

Mar 17, 2023 • 32min
Eagle Eye Solutions (EYE) interim results presentation - March 2023
Eagle Eye Solutions CEO, Tim Mason & CFO Lucy Sharman-Munday present the interim results for the six months ended 31 December 2022, achieving strong organic growth with the acquisition of Untie Nots supporting continued expansion.
Tim Mason, CEO
00:16 - Introduction
00:37 - H1 Highlights
02:54 - About Eagle Eye
04:49 - Acquisition of Untie Nots
Lucy Sharman-Munday, CFO
09:27 - H1 Financial highlights
10:58 - Revenue Split
12:46 - Income statement
14:53 - Eagle Eye business model
18:14 - Net cash bridge
20:19 - ESG
Tim Mason, CEO
23:03 - Win, Transact, Deepen strategy
30:38 - Outlook
About Eagle Eye
Eagle Eye is a leading SaaS technology company transforming marketing by creating digital connections that enable personalised performance marketing in real time through coupons, loyalty, apps, subscriptions and gift services.
Eagle Eye AIR enables the secure issuance and redemption of digital offers and rewards at scale, across multiple channels, enabling a single customer view. The Group creates a network between merchants, brands and audiences to enable customer acquisition, interaction and retention at lower cost whilst driving marketing innovation.
The Company's current customer base comprises leading names in UK Grocery, Retail, Leisure and Food & Beverage sectors, including Asda, Sainsbury's, Tesco, Waitrose and John Lewis & Partners, Virgin Red, JD Sports, Pret A Manger, Greggs, Mitchells & Butlers, PizzaExpress; in North America, Loblaws, Shoppers Drug Mart, Southeastern Grocers and Staples US Retail and in Australia & New Zealand, Woolworths Group and The Warehouse Group. In January 2023, the Group acquired France based Untie Nots, a personalised promotions business, adding Carrefour, E. Leclerc, Auchan and other leading brands to its European customer base.
Web - www.eagleeye.com


