PIWORLD Investor Podcasts

Idox Chief Executive, David Meaden and CFO, Anoop Kang, present the results for the year ended 31 October 2022. "A solid performance, with strong recurring revenue and margin expansion" David Meaden, CEO 00:16 - Introduction 00:53 - Operational highlights Anoop Kang, CFO 03:20 - Financial highlights 06:04 - Public sector software 09:36 - EIM 10:40 - Income statement 12:20 - Net debt movement 13:56 - Balance sheet 14:55 - Future Guidance David Meaden, CEO 16:24 - Strategy and Operations 18:09 - Focus on growth 20:02 - M&A 23:27 - ESG 26:32 - Outlook 27:58 - Q&A Idox PLC is a United Kingdom-based company, which supplies specialist information management software and solutions to the public and asset intensive sectors. The Company operates primarily in the United Kingdom, the United States of America, Europe and Australia. It offers computer aided facilities management, transport network management and electoral services. The Company provides applications to the United Kingdom local government for core functions relating to land, people and property, including planning systems and election management software. Its segments include Public Sector Software (PSS) and Engineering Information Management (EIM). PSS segment delivers specialist information management solutions and services to the public sector. The EIM segment delivers engineering document management and control solutions to asset intensive industry sectors. It is also engaged in cloud-native land mapping software and geospatial information services (GIS) data business.

Vertu CEO, Robert Forrester, runs through the Helston Garages Group Ltd acquisition, including the strategic rationale, the positive earnings and free cash flow accretion, and the acquisition structure and financing details. Vertu Motors completed the acquisition on 19th December 2022. 00:00 - Opener 00:16 - Introduction 00:30 - Group strategy 01:01 - Acquisition highlights 04:28 - Overview of Helston Garages Group 05:42 - Financial impact 07:48 - Acquisition structure and metrics 10:16 - Conclusion Vertu Motors is the fourth largest automotive retailer in the UK with a network of 192 sales outlets across the UK. Its dealerships operate predominantly under the Bristol Street Motors, Vertu and Macklin Motors brand names. Vertu Motors was established in November 2006 with the strategy to consolidate the UK motor retail sector. It is intended that the Group will continue to acquire motor retail operations to grow a scaled dealership group. The Group's acquisition strategy is supplemented by a focused organic growth strategy to drive operational efficiencies through its national dealership network. The Group currently operates 188 franchised sales outlets and 4 non-franchised sales operations from 142 locations across the UK. Vertu's Mission Statement is to "deliver an outstanding customer motoring experience through honesty and trust". Vertu Motors Group websites - https://investors.vertumotors.com/ / www.vertucareers.com Vertu brand websites - www.vertumotors.com / www.bristolstreet.co.uk / www.vertuhonda.com / www.vertutoyota.com / www.macklinmotors.co.uk / www.vertumotorcyles.com

WH Ireland’s CEO Phillip Wale presents a short overview of the Group’s half year results for the six months ended 30 September 2022. Phillip Wale, CEO 00:16 - Introduction 00:36 - Financial highlights 01:37 - Wealth management 02:49 - Capital markets 4:00 - Current trading and outlook WH Ireland Group plc is a holding company. The Company’s principal activities are the provision of wealth management and corporate finance advice, research, products and services to the private clients, and small and medium sized companies. It operates through two segments, which include Private Wealth Management and Corporate Broking. The Private Wealth Management segment offers investment management advice and services to individuals and contains its wealth planning business, giving advice on and acting as intermediary for a range of financial products. The Corporate Broking segment provides corporate finance and corporate broking advice and services to the companies, and acts as nominated advisor to clients listed on the Alternative Investment Market (AIM). The Corporate Broking segment contains its institutional sales and research business, which carries out stockbroking activities on behalf of companies, as well as conducting research into markets of interest to its clients.

Ali Hall & Julie Lavington, Co-CEOs & Co-Founders, and Steve Dilks, CEO, present Sosandar's interim results & trading update for the six months ending 30th September 2022. Continued revenue growth of +72%, delivering the Company's second six-month period of positive PBT. Momentum has continued into the second half of the financial year with record sales months in October and November, trading in line with market expectations for the full financial year. 00:00 Opening Ali Hall, Co-CEO & Co-Founder 00:17 Introduction Julie Lavington, Co-CEO & Co-Founder 00:45 Highlights of the period Steve Dilks, CEO 01:18 Financial highlights 03:17 Overheads 05:04 KPI's Julie Lavington, Co-CEO & Co-Founder 06:43 Customer acquisitions Steve Dilks, CEO 07:48 Income statement 08:16 Balance sheet Ali Hall, Co-CEO & Co-Founder 10:16 Current trading Julie Lavington, Co-CEO & Co-Founder 11:07 Factors driving growth Ali Hall, Co-CEO & Co-Founder 11:47 Vision & ambition Julie Lavington, Co-CEO & Co-Founder 11:59 UK addressable market Ali Hall, Co-CEO & Co-Founder 12:17 Product range 13:04 All categories in growth Julie Lavington, Co-CEO & Co-Founder 14:18 Marketing plan Ali Hall, Co-CEO & Co-Founder 15:34 Growth through own site & third parties Steve Dilks, CEO 16:15 Operationl bandwidth for growth Julie Lavington, Co-CEO & Co-Founder 18:29 Outlook 19:13 Q&A About Sosandar plc Sosandar is one of the fastest growing women's fashion brands in the UK targeting style conscious women who have graduated from price-led alternatives. The Company offers this underserved audience fashion-forward, affordable, quality clothing to make them feel sexy, feminine, and chic. The business sells predominantly own-label exclusive product designed in-house. Sosandar's product range is diverse, providing its customers with an array of choice for all occasions across all women's fashion categories. The company sells through Sosandar.com and has brand partnerships in place with Next, John Lewis, Marks & Spencer, The Very Group and N Brown. Sosandar's strategy is to continue growing brand awareness and expand its customer database, whilst also further driving its high levels of customer retention. This is achieved through its exceptional products, seamless customer experience and impactful, lifestyle marketing activities, all of which is underpinned by combining innovation with data analysis. Sosandar was founded in 2016 and listed on AIM in 2017. More information is available at www.sosandar-ir.com

SThree CEO, Timo Lehne and CFO, Andrew Beach present a full-year 2022 trading update for the year ended 30 November 2022. A record performance for the year with double-digit growth across all regions. Timo Lehne, CEO 00:16 - Introduction 00:30 - FY22 highlights and overview Andrew Beach, CFO 03:09 - FY22 growth 04:16 - Regional performance 06:20 - Headcount and productivity 07:05 - Financial highlights Timo Lehne, CEO 07:36 - Outlook SThree plc is a United Kingdom-based specialist staffing, which provides specialist recruitment services in the science, technology, engineering and mathematics (STEM). The Company provides permanent and contract sectors, which includes technology, engineering and banking & finance. The Company's recruitment brands include Computer Futures, Progressive Recruitment, Real Staffing and Huxley. The Company’s other brands include Global Enterprise Partners, JP Gray, Madison Black and Newington International. The Company's markets include the United States, the Netherlands, Germany, the United Kingdom and Japan.

Secure Trust Bank CEO, David McCreadie gives an overview of this specialist lending business, which is also a regulated bank. David joined STB about three years ago, initially as a Non-Exec director, he took over as CEO two years ago and gives an update on what they've been doing, the strategy going forward and the impact of the current economic climate. 00:21 - STB overview 01:31  - Business units, who they lend to, risks and increasing interest rates: 01:39 - Retail Finance (33%); 03:19 -  Vehicle Finance (12%); 05:58 - Business: Property Finance (42%) 07:36  - Business: Commercial Finance/ factor invoicing 10:07  - Growth strategy: new management, saving costs; digitisation & automation 13:46  - Financial targets 17:59 - Summary Secure Trust Bank PLC is a United Kingdom-based retail bank. The Company's diversified lending portfolio focuses on two sectors: Business Finance through its Real Estate Finance and Commercial Finance divisions, and Consumer Finance through its Vehicle Finance and Retail Finance divisions. The Real Estate Finance division supports small and mid-size enterprises (SMEs) in providing finance principally for residential development and residential investment. The Commercial Finance division provides provision of invoice discounting and factoring to SME businesses. The Vehicle Finance division provides finance through motor dealerships, brokers, and Internet introducers and involves fixed rate, fixed term hire purchase, and personal contract purchase arrangements on used cars. The Retail Finance division includes lending products to in-store and online retailers to enable consumer purchases.

Begbies Traynor Executive Chairman, Ric Traynor and Group Finance Director, Nick Taylor, present interim results for the six months ended 31 October 2022. A strong first half performance and confidence in the full year outlook. Ric Traynor, Executive Chairman 00:16 - Introduction to Begbies Traynor 01:15 - Highlights Nick Taylor, Group Finance Director 02:09 - Financial overview 02:56 - Divisional growth 07:20 - Full year outlook 06:07 - Financial position Ric Traynor, Executive Chairman 08:37 - Market position & Growth Opportunities 16:33 - Outlook 17:36 - Q&A Begbies Traynor Group plc is a leading business recovery, financial advisory and property services consultancy, providing services nationally from a comprehensive network of UK locations. The group has over 1,000 partners and employees and our professional staff include licensed insolvency practitioners, accountants, chartered surveyors and lawyers. The group's services include: · Corporate and personal insolvency - we handle the largest number of corporate insolvency appointments in the UK, principally serving the mid-market and smaller companies. · Financial advisory - Debt advisory, due diligence and transactional support, accelerated corporate finance, pensions advisory, business and financial restructuring, forensic accounting and investigations, finance broking. · Corporate finance - buy and sell side support on corporate transactions. · Valuations - valuation of property, businesses, machinery and business assets. · Property consultancy, planning and management - building consultancy, commercial property management, specialist insurance and vacant property risk management, transport planning and design. · Transactional services - sale of property, machinery and other business assets through physical and online auctions; business sales agency; commercial property agency. Further information can be accessed via the group's website at www.begbies-traynorgroup.com/investor-relations.

IG Design Group management, Stewart Gilliland, Interim Exec Chairman, Paul Bal, CFO & Lance Burn, Interim COO, present interim results for the six months ended 30 September 2022. Stewart Gilliland, Interim Exec Chairman 00:16 - Introduction 00:30 - HY2023 Developments Paul Bal, CFO 02:57 - HY2023 Financial summary 07:43 - Category Performance 08:26 - Profit and Loss 10:57 - Adjusted operating profit evolution 13:08 - Cashflow Lance Burn, Interim COO 14:12 - DG Americas update 19:16 - Turning around DG Americas 22:24 - DG International update Stewart Gilliland, Interim Exec Chairman 26:26 - Summary and Outlook 27: 36 - 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.

Cerillion CEO, Louis Hall and CFO, Andrew Dickson, present final results for the year ended 30 September 2022. It was a record financial performance and the group is well placed for continued growth. Louis Hall, CEO 00:16 - Introduction 00:55 - Overview of Cerrilion 08:14 - FY22 highlights 11:07 - Sales pipeline overview Andrew Dickson, CFO 13:22 - Key KPI's 15:56 - FY22 financial highlights 19:07 - Cash geration 20:22 - Income statement 21:42 - Balance sheet 22:02 - Cash flow statement Louis Hall, CEO 22:31 - Markets and channels 26:21 - Customer base 28:20 - Summary and outlook 28:45 - Q&A Cerillion has a 23-year track record in providing mission-critical software for billing, charging and customer relationship management ("CRM"), mainly to the telecommunications sector but also to other markets, including utilities and financial services. The Company has c. 80 customer installations across c. 45 countries. Headquartered in London, Cerillion has operations in Pune, India, where its Global Solutions Centre is located, as well as operations in Bulgaria, Belgium, Singapore and Australia . The business was originally part of Logica plc before its management buyout, led by CEO, Louis Hall, in 1999. The Company joined AIM in March 2016.

MindGym CEO, Octavius Black and CFO, Dominic Neary, present interim results for the six months ended 30 September 2022, where significant momentum has driven growth. Octavius Black, CEO 00:16 - Introduction 01:40 - The market opportunity Dominic Neary, CFO 05:56 - H1 FY23 highlights 08:10 - Regional performance 10:48 - Cash flow Octavius Black, CEO 11:35 - Framework agreements 14:26 - Behavioural change platform 18:57 - Product roadmap 19:11 - Performa 23: 14 - Diagnostics 26:05 - Wellworking 28:00 - Current trading and 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 quoted 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