PIWORLD Investor Podcasts

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Oct 18, 2022 • 26min

Sosandar (SOS) H123 Trading Update call – October 2022

Sosandar’s Joint CEOs, Julie Lavington, Ali Hall and CFO, Steve Dilks outline the H123 highlights followed by questions. 00:18 Introduction and overview, Julie Lavington, Joint CEO 01:23 Strategy highlights, Ali hall, Joint CEO 02:56 Macroeconomic backdrop, Julie Lavington, Joint CEO 04:14 Financial overview, Steve Dilks, CFO 06:26 Outlook, Julie Lavington, Joint CEO 07:25 Questions 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
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Oct 11, 2022 • 8min

Eneraqua Technologies (ETP) interim results overview - October 2022

Eneraqua CEO, Mitesh Dhanak, and CFO, Iain Richardson, present an overview of the interim results for the six months ended 31 July 2022. Mitesh Dhanak, CEO 00:25 Executive summary Iain Richardson, CFO 01::25 Financial highlights Mitesh Dhanak, CEO 02:34 Strategy update 05:44 The 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 116 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
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Oct 10, 2022 • 1h 18min

Sell it to The City – October 2022

University undergraduates pitch their best UK small-cap stock pick to leading Fund Managers Andy Brough, Schroders, Judith MacKenzie, Downing, and Stephen English, Stellar Asset Management. Who sells it to the City and wins The Day in the Life of a Fund Manager with Schroders, Andy Brough? Here, one of Schroders’ stocks, CPP, comes under scrutiny and Andy gives his comments. There is lots of banter between the fund managers. All the presentations are excellent, with wonderful education and insight from the Fund Managers with the suggestions of elements which would strengthen their investment case. 00:18 Introduction 02:20 Ralph Atkinson, Twikker Fund, Sheffield University pitches CPP (CPP) 12:30 Q&A CPP (CPP) 26:19 Kai Pannwitz, St Andrews University pitches Vector Capital (VCAP) 35:18 Q&A Vector Capital (VCAP) 47:30 Rachel Lyu, Cutty Sark Investment Society, Clare College, Cambridge University pitches Norcros (NXR) 56:52 Q&A Norcros (NXR) 01:12:50 The scores and the Winner Many thanks to both the undergraduates and the Fund Managers for their time and effort on this. Please get in touch if you are an undergraduate who would be interested to take part in Sell it to The City, contact us here. You will find many more educational videos from Fund Managers’ stock selection to successful HNW investors winning formulas here.
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Oct 7, 2022 • 40min

Vertu Motors interim results webinar - October 2022

Vertu Motors Chief Executive, Robert Forrester and CFO, Karen Anderson, present interim results for the six months ended 31 August 2022, where they anticipate the full year profits to be ahead of expectations. Robert Forrester, CEO 00:16 - Introduction 00:25 - Vertu Motors at a glance 01:19 - Highlights 02:57 - Financial KPI's Karen Anderson, CFO 03:42 - Income statement 04:27 - Profit Bridge 05:24 - Inflationary headwinds and Energy Costs 08:52 - Cash Flow 09:26 - Capital Allocation Discipline 10:31 - Balance Sheet Robert Forrester, CEO 11:58 - Group Strategy 12:53 - Market Trends 15:16 - Sales & Aftersales Performance 19:10 - Digitalisation 20:51 - Colleague Focus 22:53 - Current Trading and Outlook 25:23 - Summary 26:04 - Q&A Vertu Motors plc is an automotive retailer in the United Kingdom. The Company operates franchised motor dealerships offering sale, servicing, parts and bodyshop facilities for new and used car and commercial vehicles. The Company operates many of its dealerships as Bristol Street Motors. It also operates a range of franchise dealerships, such as Volkswagen, Land Rover, Audi, Mercedes-Benz and Jaguar. The Company offers products, such as new and used cars, vans, trucks, motorcycles, fleet vehicles, and parts and accessories. It also specializes in the online sale of car wiper blades and other associated products. Its brands include Bristol Street Motors, Macklin Motors, Vertu Motors, Car Credit Assured, What Car? Leasing, Vertu Lease Cars, Vansdirect, The Taxi Centre and Ace Parts. The Company operates approximately 160 franchised and four non-franchised operations across England and Scotland.
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Oct 4, 2022 • 53min

Judges Scientific (JDG) interim results presentation – September 2022

Judges Scientific’s CEO, David Cicurel, Group FD, Brad Ormsby and COO, Mark Lavelle present Interim results for the six months ended 30 June 2022. It was a period where Recovery continued with a large order book (21.3 weeks) and where their largest acquisition was completed. Further, there was a 16% increase to interim dividend. David Cicurel, CEO 00:16 - Introduction 00:28 - About Judges Scientific 04:29 - The Judges Group 04:48 - Snapshot of Group customers 05:43 - Key messages Brad Ormsby, CFO 08:21 - Financial Highlights 13:03 - Group Performance 13:58 - Order intake 16:09 - Profit Bridge 18:05 - Return on Invested Capital 19:31 - Diversification 20:00 - Financial history 21:03 - Refinancing of Banking facilities David Cicurel, CEO 22:54 - Acquisition Criteria 24:59 - Geotek Aquisition 30:13 - Further Investments Mark Lavelle, COO 31:22 - Post Aquisition initiatives David Cicurel, CEO 38:35 - Outlook 40:22 - Investment Case 41:17 - Q&A Judges Scientific plc is a United Kingdom-based company, which is focused on acquiring and developing companies within the scientific instrument sector. The Company operates through two segments: Materials Sciences and Vacuum. Its companies are primarily United Kingdom-based with products sold worldwide to a diverse range of markets, including higher education institutions, the scientific communities, manufacturers and regulatory authorities.
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Sep 29, 2022 • 2h 54min

GetBusy (GETB) Capital Markets Day - September 2022

GetBusy management present a detailed insight into the Company, its products and its proven strategy for growth. Dr Miles Jakeman, Non-Executive Chairman 00:16 - Introduction 00:48 - About GetBusy Daniel Rabie, CEO 05:05 - Overview Paul Haworth, CFO 12:51 - The markets GetBusy serve Dania Buchanan, President, SmartVault 18:50 - Overview of SmartVault Tracey Nichols, HFL Accountants 36:30 - A Smartvault customer journey David Owen, Global Co-Head of Virtual Cabinet 00:52:42 - Overview of Virtual Cabinet Deborah Baxter, CEO, Turnkey 01:24:19 - The Insolvency Marketplace and Virtual Cabinet 01:38:57 - Part 1 Q&A Daniel Rabie, CEO 01:50:54 - Emerging products and long term growth Jason Ross, Global Co-Head of Workiro 01:53:30 - Overview of Workiro Paul Hawoth, CFO 02:09:23 - Overview of Certified Vault Daniel Rabie, CEO 02:18:35 - People and Culture Paul Hawoth, CFO 02:35:41 - GetBusy's ambition 2:43:30 - Part 2 Q&A   About GetBusy GetBusy's specialist productivity software solutions enable growing businesses to work securely and efficiently with their customers, suppliers and teams anytime, anywhere. Our solutions can be delivered flexibly across cloud, mobile, hosted and on-premise platforms, whilst integrating seamlessly with a wide variety of other class-leading core business systems. With over 74,000 paying users across multiple market sectors and jurisdictions, GetBusy is an established and fast-growing SaaS business delivering sustained double-digit growth in high-quality recurring subscription revenue over the long term. Further information on the Group is available at www.getbusyplc.com
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Sep 28, 2022 • 12min

EMIS Group (EMIS) 2022 half year results presentation - September 2022

EMIS Group’s CEO, Andy Thorburn and CFO, Peter Southby, present 2022 half year results for the six months ended 30 June 2022. Andy Thorburn also gives an overview of the recommended acquisition of EMIS Group. A positive first half with strong underlying organic growth. Andy Thorburn, CEO 00:18 Introduction Peter Southby, CFO 00: 41 Financial Highlights 02:07 Income statement 03:20 Segmental analysis 04:21 Revenue analysis 05:25 Cash flow 06:19 Balance sheet Andy Thorburn, CEO 07:17 Recommended acqusition of EMIS Group 06:59 Operational highlights 10:55 Outlook EMIS Group is the UK leader in connected healthcare software and systems. Its solutions are widely used across every major UK healthcare setting. EMIS Group’s aim is to join up healthcare through innovative technology, helping to deliver better health outcomes to the UK population, supporting longer and healthier lives. EMIS Group has two core business segments: EMIS Health and EMIS Enterprise. EMIS Health is a supplier of innovative integrated care technology to the NHS, including primary, community, acute and social care. EMIS Enterprise is focussed on growth in the business-to-business technology sector within the healthcare market, including management of medicines, partner businesses, patient-facing services and analytics.
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Sep 27, 2022 • 48min

Litigation Capital Management (LIT) Full Year 2022 results presentation - September 2022

LCM management Patrick Moloney, CEO and Mary Gangemi, CFO, present full year 2022 results for the period ended 30th June 2022. They delivered improved underlying performance and maintained momentum across their KPIs, while driving meaningful growth in their fund management business. Patrick Moloney, CEO 00:16 - FY22 Highlights Mary Gangemi, CFO 07:52 - FY22 Financial highlights 10:07 - Balance Sheet overview 10:55 - Cashflow movements Patrick Moloney, CEO 11:36 - Current portfolio of direct investments 13:42 - Overview of Funds 16:43 - Average time to completion 20:21 - Portfolio performance 22:29 - Business fundamentals 26:34 - Return on invested capital and reinvestment 27:57 - Progress of investment portfolio 29:52 - Outlook 35:20 - Q&A Litigation Capital Management (LCM) is a global provider of disputes finance. LCM provides capital and risk management services into the disputes market including insolvency, commercial disputes, arbitral disputes, class actions and corporate portfolios. LCM has an unparalleled track record, driven by effective project selection, active project management and robust risk management. Current headquartered in Sydney, with offices in London, Singapore, Brisbane and Melbourne, LCM listed on AIM in December 2018, trading under the ticker LIT. www.lcmfinance.com
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Sep 26, 2022 • 50min

The Property Franchise Group (TPFG) 2022 interim results presentation - September 2022

The Property Franchise Group CEO, Gareth Samples, and CFO, David Raggett present interim results for the period ended 30 June 2022. They anticipate full year results will be in line with market expectations. Gareth Samples, CEO 00:16 - Overview of The Property Franchise Group 02:09 - Summary of the Period David Raggett, CFO 03:51 - Financial Overview 08:16 - Adjusted operating margin 09:24 - Revenue 11:21 - Group MSF split 13:23 - EweMove Gareth Samples, CEO 13:54 - Market update 18:00 - How are The Property Franchise Group positioned? 20:19 - Executive team 23:08 - Strategic Growth initiatives 28:00 - Outlook 30:00 - Q&A   About The Property Franchise Group PLC: The Property Franchise Group PLC (AIM: TPFG) is the largest property franchisor in the UK and manages the second largest estate agency network and portfolio of lettings properties in the UK. The Company was founded in 1986 and has since grown to a diverse portfolio of nine brands operating throughout the UK, comprising longstanding high-street focused brands and a hybrid, no sale no fee agency. The Property Franchise Group's brands are Martin & Co, EweMove, Hunters, CJ Hole, Ellis & Co, Parkers, Whitegates, Mullucks & Country Properties. Headquartered in Bournemouth, UK, the Company was listed on AIM on the London Stock Exchange in 2013. More information is available at www.propertyfranchise.co.uk
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Sep 26, 2022 • 19min

CT Automotive (CTA) interim results presentation - September 2022

CT Automotive Executive Chairman, Simon Phillips, CEO, Scott McKenzie, COO, Stuart Lorraine and CFO, David Wilkinson present the half year results for the period ended 30 June 2022, which shows revenues ahead in H1 and production recovery gaining momentum. Simon Phillips, Exexutive Chairman 00:17 - Introduction 00:54 - H1 22 highlights 02:15 - Growth Progress Scott McKenzie, CEO 05:00 - Increasing visibility 06:00 - UK plant closure 06:53 - China update Stuart Lorraine, COO 08:44 - Improvement initiatives David Wilkinson, CFO 13:06 - Income Statement 14:49 - Balance Sheet Scott McKenzie, CEO 15:54 - Outlook Simon Phillips, Exexutive Chairman 17:25 - Summary About CT Automotive CT Automotive is engaged in the design, development and manufacture of bespoke automotive interior finishes (for example dashboard panels and fascia finishes) and kinematic assemblies (for example air registers, arm rests, deployable cup holders and storage systems), as well as their associated tooling, for the world's leading automotive original equipment suppliers ("OEMs") and global Tier One manufacturers. The Group is headquartered in the UK with a low-cost manufacturing footprint. Key production facilities are located in Shenzhen and Ganzhou, China complemented by additional manufacturing facilities in Turkey and the Czech Republic. CT Automotive's operating model enables it to pursue a price leadership strategy, supplying high quality parts to customers at a lower overall landed cost than competitors. This has helped the Group build a high-quality roster of OEM end customers, both directly and via Tier One suppliers including Faurecia and Marelli. End customers include volume manufacturers, such as Nissan, and luxury car brands such as Bentley and Lamborghini. In addition, the Group supplies electric car manufacturers, including Lucid. The Group currently supplies component part types to over 47 different models for 19 OEMs. Since its formation, the Group has been the only significant new entrant into the market, which is characterised by high barriers to entry.

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