PIWORLD Investor Podcasts

Eagle Eye's CEO, Tim Mason and CFO, Lucy Sharman-Munday present the full year results for the period ended 30 June 2022. An exceptional year of growth, creating value for some of the largest retailers in the world. "The prospects for Eagle Eye are increasingly positive and we have entered FY23 in a very strong position with considerable momentum across the business. We have a substantial addressable market, high profile customers in multiple geographies, a proven offering and a high-quality business model driving growth in revenue and profits and generating cash. These factors, coupled with our strong new business pipeline, and growing international opportunity, underpin the Board's confidence in the long-term success of Eagle Eye."   Tim Mason, Chief Executive Officer 00:18 Introduction 01:35 The team 03:30 Our customer promise 04:30 What EYE provides 06:32 The opportunity and competitive strength Lucy Sharman-Munday, Chief Financial Officer 07:55 Financial review 16:45 Committed to ESG Tim Mason, Chief Executive Officer 19:18 Strategic update 23:30 Growing US & expansion into new geographies 27:39 Customer-focused innovation 30:56 Summary and outlook   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. We create 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.

Jack Cooney, CEO, John Yuncza, President and Vincenzo LiCausi, CFO, present Somero's Interim Results for the six months ended June 30, 2022. A Record H1 revenue driven by continued strength in the US market. Jack Cooney, CEO 00:16 - Introduction 00:28 - H1 2022 Highlights John Yuncza, President 01:39 - Financial highlights 02:51 - Sales by territory & product Enzo Licausi, CFO 06:50 - Operating results 08:00 - Financial position 08:47 - Cashflows John Yuncza, President 09:45 - 2022 Outlook 12:29 - Long term growth strategy 13:38 - New products 15:36 - International growth 15:52 - 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

Made Tech Group plc is a leading provider of digital, data and technology services to the UK public sector. Rory MacDonald, CEO and Debbie Lovegrove, CFO, present final results for the year to 31 May 2022, which show significant growth in revenue and profit and significant opportunities ahead. Rory MacDonald, CEO 00:16 - Introduction & Agenda 00:52 - FY22 Highlights 03:46 - Offerings and Capabilities 06:06 - Clients 07:54 - Market Opportunity 10:24 - People Debbie Lovegrove, CFO 14:40 - Financial Highlights 16:32 - Revenue and EBITDA 18:24 - Long-term Visibility 18:57 - P&L Summary 19:37 - Balance Sheet 20:20 - Cashflow 20:55 - Forward Guidance Rory MacDonald, CEO 23:02 - Strategic overview 23:30 - Growth 26:29 - Operations 27:08 - People 27:33 - Outlook 28:42 - Q&A Made Tech is a high-growth provider of digital, data and technology services to the UK public sector. Founded in 2008 and with a headcount of over 470 people across multiple UK locations, Made Tech provides services that enable central government, healthcare and local government organisations to digitally transform.

Full-year profit performance expected to be ahead of consensus. Timo Lehne, CEO & Andrew Beach, CFO outline the Q3 trading update to analysts. 00:00 - Opener Timo Lehne, CEO 00:17 - Introduction 00:30 - Highlights and Overview Andrew Beach, CFO 01:56 - Financial Highlights 02:14 - Per sector growth 05:04 - Headcount and Productivity 05:59 - Balance Sheet Timo Lehne, CEO 06:14 - Outlook SThree plc brings skilled people together to build the future. We are the only global pure-play specialist staffing business 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.

Litigation Capital Management overview of the full year period ending 30 June 2022, given by Patrick Maloney, CEO. 00:23 Hightlights of the year 03:53 Financial highlights 05:18 Business model 07:14 Building scale 08:48 Outlook 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

Quixant, a leading provider of innovative, highly engineered technology products principally for the global gaming and broadcast industries, presents its unaudited interim results for the six months ended 30 June 2022 to analysts. The first half has yielded triple-digit profit growth, which supports the recent full year upgrade. Jon Jayal, CEO commented: "I am delighted to report on continued excellent trading momentum across all business units, reflecting the widespread demand for our products, the depth and resilience of our customer relationships and our success in navigating the challenging supply environment. The strength of trading in the first half, combined with ongoing healthy order intake gave us confidence to upgrade our full year expectations for 2022 in July. These trading results support the decision to commit capital to the strategic stock purchase programme in January 2021, which we believe continues to give us a competitive advantage, despite resulting in a cash outflow during the first half. A strong start to the second half combined with our strength of order coverage gives us a high degree of confidence in meeting the upgraded full year market expectations and we continue to see compelling opportunities for long-term growth in the business through disciplined execution of our strategy."   Jon Jayal, CEO 00:16 - Introduction and Overview 02:06 - The Gaming market 03:27 - Densitron 04:32 - H1 22 Highlights Johan Olivier, CFO 06:40 - Financial Highlights 07:49 - Revenue Growth 08:42 - Growth across divisions 09:50 - Gross margin 11:02 - Profit growth 12:20 - Working capital investment Jon Jayal, CEO 13:28 - Recovery of the gaming market 15:45 - Quixants offering 16:55 - Densitron's progress and growth 19:56 - Group growth strategy 21:15 - Growth strategy 22:28 - Q&A About Quixant Quixant, founded in 2005, designs and manufactures highly optimised computing solutions and monitors principally for the global gaming and broadcast industries. The Company is headquartered in Cambridge in the UK, with offices throughout Europe, North America and Asia. Quixant has its own manufacturing and engineering operation based in Taiwan and software engineering and customer support teams based in Italy and Slovenia. All the specialised products software and manufacturing are produced in-house and Quixant owns all its own IP, some of which is protected by patents and design rights. In November 2015 Quixant acquired Densitron Technologies plc. Densitron has a strong heritage in the sale of electronic display solutions to global industrial markets. Through Densitron's experienced sales team, Quixant has a robust platform to build its business into wider industrial markets. In-depth information on the Company's products, markets, activities and history can be found on the corporate website at www.quixant.com.

The Pebble Group, a leading provider of digital commerce, products and related services to the global promotional products industry, presents results for the six months ended 30 June 2022. Having achieved strong year on year growth in HY 22, the Board is confident that for the year ending 31 December 2022 ("FY 22") the Group is expected to deliver another record year of results and will be at least in line with recently upgraded market expectations. Chris Lee, CEO 00:17 - Introduction 00:43 - The Promotional products market 02:58 - An overview of the Pebble Group 03:48 - Half Year 22 highlights Claire Thomson, CFO 04:41 - HY 22 Highlights and KPI's 05:12 - Key financial dynamics 05:36 - Income statement 06:34 - Cash flow 06:58 - Balance Sheet 07:25 - Segmental Analysis for Facilisgroup Chris Lee, CEO 08:04 - Recurring Revenues 08:46 - Partner Activity 09:32 - Facilisgroup business model 12:49 - Ecommerce 13:41 - Milestones and Aspirations 14:56 - Growth Claire Thomson, CFO 15:55 - Segmental Analyis for Brand Addition 16:44 - Revenue Diversity 17:04 - Growth of Brand addition Chris Lee, CEO 18:11 - ESG 19:39 - Group Outlook 21:15 - 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 .

Accrol Group CEO, Gareth Jenkins, and CFO, Richard Newman present full-year results followed by a Q&A session, for the period ended 30 April 2022. They show a resilient performance, delivered under extremely challenging macro conditions, marginally ahead of expectations. Going forward they are accelerating growth in private label volumes, which is fuelling confidence. 00:18 Introduction to Accrol video Gareth Jenkins, CEO 02:25 The Accrol business 03:40 FY22 performance summary 04:43 Market and review Richard Newman, CFO 06:08 FY22 financial results 06:25 Revenue overview 07:15 Cost and price increase 08:24 Cash flow and net debt Gareth Jenkins, CEO 10:00 Product development 11:36 Channel development 12:14 The markets 13:12 Operational highlights 15:32 Sustainability highlights 17:06 Strategic review 17:56 FY23 outlook 19:20 Q&A Accrol Group Holdings plc is a leading tissue converter and supplier of toilet tissues, kitchen rolls, facial tissues, and wet wipes to many of the UK's leading discounters and grocery retailers across the UK. The Group now operates from six manufacturing sites, including four in Lancashire, which now supplies 19% (volume) of the UK tissue market valued at £2.1bn at retail sales value. www.accrol.co.uk

Windward (LON: WNWD), a leader in maritime predictive intelligence, presents its financial results for the six months ended 30 June 2022. In summary, Ami Daniel said: " We are delighted with the significant strategic progress we have made in our first six months as a public company. We presented an ambitious growth strategy to the market in December 2021, at the time of our IPO and are executing according to this plan. We have launched key products which have considerably expanded our addressable market, strengthened our infrastructure and our ability to scale, increased our product differentiation and enhanced our sales and marketing velocity and quality. The supply chain crisis and the war in Ukraine have cemented the need for a greater level of insight in the maritime space, and we have responded proactively to this need through the launch of several new solutions, including the ground-breaking launch of our Ocean Freight Visibility solution. The outlook for Windward remains positive. Early H2 trading has continued the momentum seen in H1. We continue to focus on driving ACV growth & market share. Whilst we are not immune to broader market cost increases in areas such as travel and accommodation, we continue to carefully control operating costs. ״ 00:00 - Opener Ami Daniel, CEO 00:17 - Introduction 00:22 - Overview of Windward 01:42 - What makes Windward unique? 02:08 - Windwards Opportunities 02:55 - Software demo 04:43 - H1 2022 Overview 07:25 - ACV and customer growth Ofer Segev, CFO 07:45 - KPI's and Growth Metrics 09:03 - Diversification 09:18 - P&L 10:15 - Cash flow statement 13:29 - Balance sheet Irit Singer, Chief Marketing Officer 14:06 - Strategy and Opportunity 14:32 - Industry drivers 16:00 - Growth Strategy 17:18 - Delivering the roadmap 18:42 - Customer Case Studies 23:46 - Windward API insights lab Ami Daniel, CEO 25:25 - Current Trading and Outlook Windward Ltd is an Israel-based company that operates in predictive maritime analytics. The Company’s Predictive Intelligence combines artificial intelligence and big data to empower the global maritime industry with a 360 ° risk management solution and to enable customers and partners to understand the marine ecosystem and its broader impact on safety, finance and business.

Headlam Group CEO, Chris Payne presents interim results for the six months ended 30 June 2022 and an update on current trading. Commenting on the results, Chris Payne summarised saying: "The financial performance in the Period was pleasing given the economic environment and inflationary impact on consumer spending. Underlying profitability improved year on year, and revenue was only marginally below the prior year period despite a weak residential sector. Commissioned specialist research indicated that the Company improved its market share in the Period, and new customers have also been secured within the multiple retailers / larger customers space. All of this provides a high degree of confidence that the Company's strategy of driving additional revenue opportunities from a more efficient and modernised operating base and improving the service offering to all customers is the right one . Headlam should be set fair for when the current headwinds ease, and the Company is focused on long term success." 00:17 - Introduction & Agenda 01:01 - About Headlam 01:40 - Financial Highlights 03:10 - Distribution of Sales 04:08 - Income statement 04:37 - Revenue Movement 05:50 - Operating Profit 06:67 - Cash Flow 07:55 - Balance Sheet 08:50 - Net Debt 09:32 - Strategy 10:43 - Trade Counters 12:15 - Multiple retailers and large customers 13:43 - Digital and E-Commerce 14:56 - Products and brands 16:19 - ESG update and Board 18:55 - Current Trading, Outlook and Summary 19:48 - Q&A Operating for 30 years, Headlam is the leading floorcoverings distributor, providing the channel between suppliers and trade customers of floorcoverings. Headlam works with suppliers across the globe manufacturing a diverse range of floorcovering products, and provides them with a cost efficient and effective route to market for their products into the highly fragmented trade customer base. To maximise customer reach, Headlam operates 66 businesses across the UK and Continental Europe (France and The Netherlands). Each business operates under its own trade brand and utilises individual sales teams to capture regional and national sales while being supported by the group's network and centralised teams and processes. The Company's extensive customer base covers both the residential and commercial sectors, with principal customer groups being independent retailers and smaller flooring contractors alongside other customer segments such as larger (multiple) retailers, housebuilders, specifiers, and larger contractors (including local government / authorities). Headlam provides customers with a market leading service through: · the broadest product offering; · unrivalled product knowledge; · tailored service propositions and solutions; · sales team and marketing support; · ecommerce support and digital applications; · nationwide delivery; and · trade counter and collection service.