PIWORLD Investor Podcasts

Creightons management present interim results for the six months ended 30 September 2022. Bernard Johnson, Group Managing Director 00:16 - Introduction 02:38 - Prioritised Outline Action plan Eamon Murphy, Group Finance and Commercial Director 08:34 - Financial Highlights 11:55 - Operational highlights 13:24 - Revenue 13:56 - Operating Profit before exceptional costs 14:39 - Diluted EPS 15:07 - Net Cash Movement 16:01 - Working Capital Martin Stephens, Managing Director - Manufacturing 16:23 - Manufacturing Summary Pippa Clark, Global Marketing Director 22:24 - Division Performance 24:42 - Trading update 30:42 - Building Brands 36:42 - Driving for Growth Bernard Johnson, Group Managing Director 40:36 - Outlook 42:49 - Q&A Creightons Plc is a United Kingdom-based company that is engaged in the development, marketing and manufacture of toiletries and fragrances, which includes the development of brands. The Company's operations are organized into three business streams: branded business, private label business, and contract manufacturing business. Its own branded business, which develops, markets, sells and distributes products the Company has developed and owns the rights to or brands it has licensed. The brands in the branded business include Feather and Down, Balance Active and The Curl Company. The private label business focuses on private label products for high street retailers and supermarket chains, with most of the stock manufactured to forecast. The contract manufacturing business develops and manufactures products on behalf of third-party brand owners and manufactured to order. The Company offers a range of toiletries, skincare, hair care, fragrances, and home fragrances.

DSW management, James Dow, CEO and Nicole Burstow, CFO present interim results for the six-month period ended 30 September 2022. James Dow, CEO 00:16 - Introduction 02:04 - Overview of DSW 04:30 - Investment case Nicole Burstow, CFO 06:32 - Current Service lines and business model 12:59 - H1 FY23 Performance highlights 16:02 - H1 FY23 Income statement 19:06 - Cashflow statement 20:39 - Network KPI's James Dow, CEO 22:20 - Profile Boost Post IPO 23:52 - ESG 25:13 - Opportunities for growth 31:23 - Summary and Outlook 33:38 - Q&A About DSW Capital DSW Capital, owner of the Dow Schofield Watts brand, is a profitable, fast growing, mid-market, challenger professional services network with a cash generative business model and scalable platform for growth. Originally established in 2002, by three KPMG alumni, DSW is one of the first platform models disrupting the traditional model of accounting professional services firms. DSW operates licensing arrangements with 20 licensee businesses with 97 fee earners, across seven offices in England and three in Scotland. These trade primarily under the Dow Schofield Watts brand. DSW's vision is for the DSW Network to become the most sought-after destination for ambitious, entrepreneurial professionals to start and develop their own businesses. Through a licensing model, DSW gives professionals the autonomy and flexibility to fulfil their potential. Being part of the DSW Network brings support benefits in recruitment, funding and infrastructure. DSW's challenger model attracts experienced, senior professionals, predominantly with a "Big 4" accounting firm background, who want to launch their own businesses and recognise the value of the Dow Schofield Watts brand and the synergies which come from being part of the DSW Network. DSW aims to scale its agile model through organic growth, geographical expansion, additional service lines and investing in "Break Outs" (existing teams in larger firms). The Directors are targeting high margin, complementary, niche service lines with a strong synergistic fit with the existing DSW Network.

ActiveOps management, CEO, Richard Jeffrey and CFO, Patrick Deller present interim results for the period ended 30 September 2023. Richard Jeffrey, CEO 00:16 - Introduction to ActiveOps 04:36 - H1 FY23 Summary Patrick Deller, CFO 07:05 - SaaS Revenues 08:25 - P&L performance 10:27 - EBITDA 11:33 - Cashflow Richard Jeffrey, CEO 12:54 - Strategic Progress 15:34 - The World of work 16:39 - Recession performance 17:15 - Innovation 19:54 - Introducing: Smart Planning 20:37 - FY23 Priorities 22:12 - 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 30 September 2022, the Group has 180 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.

Treatt management, Daemmon Reeve, CEO and Ryan Govender, CFO present full year results for the year ended 30 September 2022. Daemmon Reeve, CEO 00:16 - Introduction 00:33 - Summary of the year Ryan Govender, CFO 01:28 - August downgrade 04:00 - Future targets 04:40 - Income statement Daemmon Reeve, CEO 05:58 - Sales performance Ryan Govender, CFO 09:41 - Gross margin 10:27 - Administrative Expenses 11:46 - Cash flow 13:13 - 2023 Guidance 14:46 - Medium term financial metrics Daemmon Reeve, CEO 16:07 - Return to Growth 17:11 - Market Insight 18:51 - Introduction of Coffee business 22:01 - Outlook Treatt is a global, independent manufacturer and supplier of a diverse and sustainable portfolio of natural extracts and ingredients for the flavour, fragrance and multinational consumer product industries, particularly in the beverage sector. Renowned for its technical expertise and knowledge of ingredients, their origins and market conditions, Treatt is recognised as a leader in its field. The Group employs approximately 400 staff in Europe, North America and Asia and has manufacturing facilities in the UK and US. Its international footprint enables the Group to deliver powerful and integrated solutions for the food, beverage and fragrance industries across the globe. For further information about the Group, visit www.treatt.com.

SThree plc, the only global pure-play specialist staffing business focused on Science, Technology, Engineering and Mathematics ('STEM') skills, hosted the first in a series of investor briefings providing insight into the Group’s markets, strategy and operations. Here, CEO Timo Lehne and CFO, Andrew Beach cover the Group’s unique market position and long-term structural growth drivers. Timo Lehne, CEO 00:16 Introduction 02:21 - SThree's unique model Andrew Beach, CFO 05:09 - Ambitions for FY 2024 Timo Lehne, CEO 05:50 - Achieving these ambitions 06:58 - The global STEM market 08:32 - The demand for STEM skills Andrew Beach, CFO 09:30 - Digitalisation Christiane Hontheim, Client relationship manager 11:30 - SThree and Bosch Andrew Beach, CFO 14:28 - Decarbonisation 16:35 - Research-led healthcare Timo Lehne, CEO 18:27 - Demographic changes 20:20 - Shifting attitudes to work Andrew Beach, CFO 22:20 - Flexible Talent Andreas Lehr, Programme manager, Akzonobel 25:31 - Working with SThree Andrew Beach, CFO 29:00 - Performance Timo Lehne, CEO 30:28 - Discipline and focus 31:03 - Market investment model 33:41 - Positioned to win in a changing world 35:20 - SThree video SThree plc brings skilled people together to build the future. We are the only global STEM 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 8,000 clients across 14 countries. Our Group’s c.2,900 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.

DotDigital CEO, Milan Patel and CFO, Alistair Gurney give an overview of the results for the period ended 30 June 2022. Milan Patel, CEO 00:16 - Summary of the year 01:48 - Operational progress 04:32 - The Market Alistair Gurney, CFO 06:04 - First impressions 07:04 - Financial Highlights Milan Patel, CEO 08:10 - Outlook Dotdigital Group Plc is a United Kingdom-based company that is engaged in providing intuitive software as a service (SaaS) via an omnichannel marketing automation and customer engagement platform services to digital marketing professionals. The Company's dotdigital Engagement Cloud is a SaaS marketing platform that enables companies to create, test and send data-driven automated campaigns across channels, including email, SMS, social, advertising, mobile, Web and offline. The Company’s technology integrates with e-commerce and customer relationship management (CRM) platforms to create a robust marketing engine that supports insight-driven activities and improves business growth. The Company operates primarily in Europe, Middle East, and Africa (EMEA), North America and Asia-Pacific (APAC). The Company's subsidiaries include Dotdigital EMEA Limited, Dotdigital Inc, Dotdigital APAC Pty Limited, Dotdigital B.V. and others.

Tracsis CEO, Chris Barnes and CFO, Andy Kelly, present full-year 2022 results for the period ended 31 July 2022, followed by investor questions. In summary, Chris Barnes says, "I am pleased with the progress the Group has made this year in executing its growth strategy. We have delivered a financial performance aligned to our long-term strategic growth plan, with high levels of organic and acquisitive growth. Our Rail Technology and Services Division has won several multi-year software contracts, and in Data, Analytics, Consultancy and Events we have seen a strong post-Covid recovery in activity levels. We have a growing pipeline of opportunities in both Divisions, and we have expanded our addressable markets including our first direct entry into the large and growing North America rail market with the acquisition of RailComm. The post-acquisition performance of this business has been particularly pleasing, with good revenue and profit performance, new orders secured for its core products, and an encouraging level of interest in products from elsewhere in the Group that are already well established in the UK. These opportunities leave us well placed to deliver further growth. The UK rail industry's transition to a new Great British Railways structure is ongoing and the overall objective is to create a data-driven, customer-focused, safety-critical future for the industry. Digital transformation will play a significant role in the industry's transition and our range of rail technology products and services is well-placed to help the rail industry deliver operational performance improvements and efficiency savings. We continue to invest in implementing a more integrated operating model to help us to execute our growth strategy. I was particularly pleased to see the launch of the OneTracsis leadership development programme during the year, which is an important initiative as part of our commitment to investing in developing our people and growing the next generation of leaders in our business. We are also making good progress in implementing a single groupwide IT operating model, under the direction of an experienced technology leader who has been recruited to further enhance senior management bandwidth. Tracsis is fully committed to delivering sustainable growth that benefits the communities in which we, and our customers, operate. The Group's products and services are well aligned with this vision, and support our customers in delivering positive environmental and social outcomes. This year we have formalised our sustainability strategy and set ourselves the ambition of being carbon neutral by 2030 for scope 1 and scope 2 emissions from Tracsis operations. Q1 trading is in line with the Board's expectations. We are confident that there are strong growth prospects for all parts of our Group and therefore remain committed to implementing our overall strategic growth and investment plans. We will continue to pursue organic and acquisitive growth supported by a strong balance sheet." Chris Barnes, CEO 00:17 Introduction 00:54 About Tracsis 02:15 FY22 highlights 04:59 Operational improvements Andy Kelly, CFO 08:11 Financial highlights 09:57 Revenue 13:18 Income statement 15:25 Cashflow Chris Barnes, CEO 17:11 Growth strategy update 18:55 Operational performance software 21:06 Remote condition monitoring 22:51 Smart ticketing & delay repay 24:02 Risk management/safety software 25:06 Data analytics & GIS Andy Kelly, CFO 26:20 North America 28:01 Growth opportunities 30:59 Addressable market 31:46 ESG Chris Barnes, CEO 33:14 Outlook – Rail 36:05 Outlook – Smart ticketing 37:36 Conclusion 38:53 Q&A Demonstration videos of the Group's TRACS Enterprise, Remote Condition Monitoring, Smart Ticketing, and Safety and Risk Management rail technology products are available to view here: https://tracsis.com/investors/investors-day/rail-technology-product-demonstration-for-investors/ Tracsis plc is a United Kingdom-based technology company engaged in providing software and hardware products, and consultancy services for the rail industry. The Company is also engaged in the business of providing data capturing, data analytics, and event transport planning and management services across the transport industry. The Company’s segments include Rail Technology & Services and Data, Analytics, Consultancy & Events. The Rail Technology & Services segment includes operational performance software, remote condition monitoring hardware and software, risk management and safety software and smart ticketing and customer experience software. The Data, Analytics, Consultancy & Events segment offers traffic data collection and event planning & traffic management, and data and analytics and consultancy services. The Company offers a range of products and services for the rail industry, such as software, hosting services, remote condition monitoring. https://tracsis.com/investors/

Aquis Exchange PLC, the exchange services group, Capital Markets Day for analysts and investors to learn more about the evolution of the Group's strategy and ambition with a focus on its state of the art exchange trading technology. Glen Collinson, Non-Executive Chairman 00:16 - Introduction Alasdair Haynes, CEO 03:50 - The Evolution of Aquis Exchange PLC Richard Fisher, CFO 17:09 - The Revenue Story Adrian Ip, Managing Director 21:53 - Next generation stock exchange. David Stevens, Chief Revenue Officer 37:30 - AQX David Stevens, Chief Revenue Officer & Philip Olm, General Counsel 47:50 - AQSE Alasdair Haynes, CEO 56: 08 - Conclusion   About Aquis Exchange PLC Aquis Exchange PLC and its subsidiaries are an exchange services group, which operate a pan-European cash equities trading businesses (Aquis Exchange), a growth and regulated primary market (Aquis Stock Exchange/AQSE) and develop/license exchange software to third parties (Aquis Technologies). Aquis Exchange is authorised and regulated by the UK Financial Conduct Authority and France's Autorité des Marchés Financiers to operate Multilateral Trading Facility businesses in the UK/Switzerland and in EU27 respectively. Aquis Exchange operates lit and dark order books, covering 16 European markets. For its lit books, Aquis Exchange uses a subscription pricing model which works by charging users according to the message traffic they generate, rather than a percentage of the value of each stock that they trade and does not allow aggressive non-client proprietary trading, which has resulted in lower market impact and signalling risk on Aquis Exchange than other trading venues in Europe. Aquis Stock Exchange (AQSE) is a stock market providing primary and secondary markets for equity and debt products. It is authorised as a Recognised Investment Exchange, which allows it to operate a regulated listings venue. The AQSE Growth Market is divided into two segments 'Access' and 'Apex', with different levels of admission criteria. The Access market focuses on earlier stage growth companies, while Apex is the intended market for larger, more established businesses. Aquis Technologies is the software and technology division of Aquis Exchange PLC. It creates and licenses cutting-edge, cost-effective matching engine and trade surveillance technology for banks, brokers, investment firms and exchanges. Aquis Exchange PLC is quoted on the Aquis Stock Exchange and on the Alternative Investment Market of the LSE (AIM) market. For more information, please go to www.aquis.eu

Tracsis CEO, Chris Barnes and CFO, Andrew Kelly, give an overview of the Full Year results for the period ended 31 July 2022. Chris Barnes, CEO 00:20 Overview of the year Andrew Kelly, CFO 01:40 Financial highlights Chris Barnes, CEO 04:36 Operational progress Andrew Kelly, CFO 06:50 RailComm acquisition Chris Barnes, CEO 08:16 Outlook Tracsis plc is a United Kingdom-based technology company engaged in providing software and hardware products, and consultancy services for the rail industry. The Company is also engaged in the business of providing data capturing, data analytics, and event transport planning and management services across the transport industry. The Company’s segments include Rail Technology & Services and Data, Analytics, Consultancy & Events. The Rail Technology & Services segment includes operational performance software, remote condition monitoring hardware and software, risk management and safety software and smart ticketing and customer experience software. The Data, Analytics, Consultancy & Events segment offers traffic data collection and event planning & traffic management, and data and analytics and consultancy services. The Company offers a range of products and services for the rail industry, such as software, hosting services, remote condition monitoring.

Eneraqua Technologies, a specialist provider of energy and water efficiency solutions, present the interim results for the six months ended 31 July 2022, by Mitesh Dhanak, CEO & Iain Richardson, CFO. They see a 92% uplift in H1 revenue and full revenue cover for FYJan23, whilst their investment in people and infrastructure underpins their growth strategy. Mitesh Dhanak, CEO 00:16 - Introduction 00:32 - Executive Summary 01:29 - Overview of Eneraqua Technologies 02:12 - Technology IP 03:49 - Growth drivers 08:11 - Operational and Strategic highlights Iain Richardson, CFO 09:37 - Financial highlights 11:37 - Group Revenue 12:50 - Income statement 14:19 - Balance sheet 16:15 - Cashflow 16:24 - Key commercial risks and mitigation Mitesh Dhanak, CEO 17:14 - Investing in people 18:35 - Cenergist Energy & Cenergist water Iain Richardson, CFO 23:33 - Growth Strategy Mitesh Dhanak, CEO 24:56 - Summary and Outlook Eneraqua Technologies (AIM:ETP) is a specialist in energy and water efficiency. The Group designs and delivers improved energy and water systems which utilise its wholly owned intellectual property, Control Flow HL2024. Energy was the first market the Company entered and this is the larger sector, 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. Water is a growing service offering focused on water efficiency upgrades for utilities and commercial clients including hotels and care homes. It has also expanded into agritech systems. The activities in both areas 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 in London with additional offices in Leeds, Washington (Sunderland), India, Spain and the Netherlands. The Company has 144 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