PIWORLD Investor Podcasts

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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.
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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
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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.
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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
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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
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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
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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.
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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.
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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
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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

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