PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2019/06/10/circle-property-crc-presentation-at-mello-may-2019/   John Arnold, CEO, Edward Olins COO Introduction – 00:20 Overview – 00:43 What we do – 02:53 Current portfolio – 04:32 The board & supporting team – 05:29 Company history – 07:19 Our strategy – 09:52 Market watch – falling supply in regional cities – 11:53 2018 Highlights – 13:19 The investment opportunity – 14:20 The reversionary opportunity – 15:46 Case Study – Somerset House, Birmingham – 17:07 Case Study – Great Charles Street, Birmingham – 19:16 Case Study – Kents Hill Business Park, Milton Keynes – 20:03 Financial summary – 22:44 Summary – Future Growth – 23:34 Appendix – 25:20 Q&A – 26:59 Circle Property Plc is an investment and development company. The Company invests in commercial properties. The Company’s portfolio consists of approximately 20 commercial property investments and developments in the United Kingdom. The portfolio totals approximately 640,150 square feet of accommodation, the majority of which, by floor area, is in the office sector. The Company’s property portfolio includes Baildon Bridge Retail Park, which is located in Shipley; Solstice Park Avenue, which is located in Amesbury; Winwick Road, which is located in Warrington; 141 Moorgate, which is located in London; Week Street, which is located in Maidstone; One Castlepark, which is located in Bristol; Kents Hill Business Park, which is located in Milton Keynes; 36 Great Charles Street, which is located in Birmingham; 135 Aztec West, which is located in Bristol; Elizabeth House, which is located in London Road, Staines, and Somerset House, which is located in Temple Street, Birmingham.

This video can be seen here: https://www.piworld.co.uk/2019/06/10/codemasters-cdm-2019-full-year-results/   By Frank Sagnier, CEO and Rashid Varachia, CFO Introduction – 00:20 Financial highlights – 00:53 Continued momentum – 01:36 Strategic partnerships – 03:57 Outlook – 05:37   An overview of Codemasters can be seen here.   Codemasters Group Holdings PLC, formerly Codemasters Group Holdings Limited, is a United Kingdom-based video game developer and publisher. Through its subsidiary, The Codemasters Software Company Limited, the Company designs, develops and produces driving and racing games. The Company’s driving and racing games include DiRT, GRID, Micro Machines, ONRUSH and Formula 1 series of videogames. It produces Formula One’s range of games for the Playstation 4 console.

This video can be seen at: https://www.piworld.co.uk/2019/06/10/codemasters-cdm-overview-investment-case/   By Frank Sagnier, CEO Overview – 00:21 Strong franchises – 00:59 The business model – 02:24 The market – 03:44 The investment case – 04:55 Codemasters Group Holdings PLC, formerly Codemasters Group Holdings Limited, is a United Kingdom-based video game developer and publisher. Through its subsidiary, The Codemasters Software Company Limited, the Company designs, develops and produces driving and racing games. The Company’s driving and racing games include DiRT, GRID, Micro Machines, ONRUSH and Formula 1 series of videogames. It produces Formula One’s range of games for the Playstation 4 console.

This video can be seen at: https://www.piworld.co.uk/2019/06/05/k3-business-technology-group-kbt-presentation-at-mello-may-2019/   By Adalsteinn Valdimarsson, CEO & Rob Price, CFO Adalsteinn Valdimarsson, CEO Introduction – 00:18 Business overview – 00:43 K3’s model – 02:32 Transformation Strategy – 04:15 Sales Strategy – 05:54 Customers – 08:13 IP Landscape – 09:12 K3 imagine – Cornerstone of IP Strategy – 11:18 Operational Highlights – 15:00 Rob Price, CFO Financials – 5 year overview – 16:43 Financial highlights – 18:14 Own IP mix increasing – 18:48 Revenue & Gross Profit Analysis – 19:43 Operational cash generation – 20:29 The model – summary – 22:53 Financial summary – 23:35 Adalsteinn Valdimarsson, CEO Outlook – 24:50 Q&A – 27:10 K3 Business Technology Group plc is a provider of integrated business solutions. The Company’s business solutions encompass Enterprise Resource Planning (ERP) software, Customer Relationship Management (CRM) software, Business Intelligence and e-commerce, hosting and managed services to the supply chain sector. The Company’s segments include Retail, and Manufacturing and Distribution. The Company’s offerings to manufacturers and distributors comprise SYSPRO, Sage, and Microsoft Dynamics AX and Microsoft Dynamics NAV solutions. The Company’s ax l offering is a retail and wholesale solution. The Company’s products include modules for CRM, planning and scheduling, warehouse management, pallet management, data integration, payroll and human resources (HR). The Company operates from various locations in the United Kingdom, the United States, Holland, Singapore, Denmark and Ireland. The Company’s subsidiaries include K3 BTG Limited, K3 Business Solutions Limited and K3 CRM Limited.

This video can be seen at: https://www.piworld.co.uk/2019/06/05/smartspace-software-smrt-presentation-at-mello-may-2019/   By Frank Beechinor, CEO Introductory video – 00:18 SMRT history – 03:17 The team – 04:16 SMRT product offering – 05:06 At a glance – 08:42 Our clients – 09:44 Final results – 13:18 – SwipedOn – 21:13 – Financial highlights – 30:47 Q&A – 32:35 Smartspace Software PLC, formerly RedstoneConnect PLC, is engaged in providing technology and services for smart buildings and commercial spaces through its core businesses, Redstone and Connect IB. The Company, through Redstone, provides a range of services, including design, build and installation; and software solutions. The managed services encompasses the provision of outsourcing services spanning network infrastructure management, smart buildings support services, desktop and data center support services and move, add and change services. Redstone offers OneSpace occupancy management product. The Company, through Connect IB, creates digital solutions. Connect IB develops and deploys applications, including those that address mapping and way finding of Smart Buildings and Smart Spaces, such as car parks or retail shopping centers. It serves customers of all sizes, including corporations, such as property developers, landlords and principal occupiers of commercial property.  

This video can be seen at: https://www.piworld.co.uk/2019/06/05/impax-asset-management-ipx-presentation-at-mello-may-2019/   By Ian Simm, Founder & CEO Introduction – 00:18 Investment philosophy: A fund that specialises in the transition to a more sustainable economy 02:44 Impax Asset Management – overview – 04:54 Track record of assets under management 1998-2018 – 06:59 Landscape for Investment Managers – 08:20 Drivers for environmental products & services – 11:28 Investment opportunities in Environment markets – 20:18 Contribution to low carbon energy transition – 21:54 Offices and distribution partners – 23:34 Financial year 2018 milestones – 28:06 Financial highlights – 29:02 Shareholder register – 31:46 Q&A – 33:33 Impax Asset Management Group plc is an investment company offering listed and private equity strategies primarily to institutional clients. The Company has six listed equity strategies: Specialists, Leaders, Water, Asia-Pacific, Global Opportunities, and Food and Agriculture. Its real assets business comprises renewable power generation and sustainable property private equity funds. The Company has investments sectors, such as energy efficiency, which includes power network and buildings; alternative energy, which include solar, wind and biofuels; water infrastructure/technologies, which include treatment and utilities; pollution control, which include pollution control solutions, and testing and gas sensing; food, agriculture and forestry, which include logistics and sustainable forestry; waste management and technologies, which include tech equipment and hazardous, and environmental support services, which include consultancies and diversified environmental.

This video can be seen at: https://www.piworld.co.uk/2019/06/04/proposed-sale-of-eservglobal-esg-core-business/   Interview with John Conoley, eServGlobal, Executive Chariman eServGlobal announced it’s signed a conditional sale and purchase agreement to sell its core, eServGlobal operating business to Seamless Distribution Systems AB. John Conoley tells us more. Can you tell us more about the announcement? – 00:21 Why now and more about the core business? – 01:29 How much are they paying for the legacy business? – 02:28 What are they buying? – 03:58 Can you update us on HomeSend? – 04:47 What can we expect short term & medium term? – 05:43 eServGlobal Limited is a provider of mobile financial technology, offering mobile money solutions. The Company covers a spectrum of mobile financial services, including mobile wallet, mobile commerce, analytics, advanced recharge, promotions and agent management. The Company is engaged in the provision of telecommunications software solutions to mobile and financial service providers on a global basis. The Company’s solutions include Mobile Money, Remittance and Recharge. The Company’s PayMobile platform is an end-to-end solution for mobile money and mobile financial services. PayMobile is a recharge solution, which includes a featured prepaid account recharge solution. The Company’s Remittance solution allows sending money. The PayMobile interfaces with the HomeSend global payments hub. The HomeSend is a solution, which enables cross-border transfer between mobile money accounts, payment cards, bank accounts or cash outlets.

This video can be seen at: https://www.piworld.co.uk/2019/06/03/mirada-mira-presentation-at-mello-may-2019/   By Jose Luis Vazquez, Founder & CEO Mirada plc is engaged in the provision and support of products and services in the digital television and broadcast markets. The Company operates through the segments, including Digital TV & Broadcast and Mobile. The Company offers software for digital television platforms. Its products include Iris Client, xPlayer and Navi. Its Iris Client multi-screen solution merges traditional broadcast and over-the-top (OTT) services. Its xPlayer manages and deploys synchronized interactive content to a range of television platforms. Its xPlayer manages red and green button interactivity on behalf of a channel across satellite, digital terrestrial and cable. Its Navi is an interactive navigational solution for scalable vector graphic (SVG) browsers, built on Ericsson multi-screen middleware. Its Navi includes video on demand (VoD) and Pay-per-view (PPV) services, personal video recorder (PVR), content promotion and mini guide for linear television. Its services include development and consultancy. Introduction – 00:18 Company overview – 01:06 Our market – 02:30 Our products: Iris Inspire – 04:29 OTT Platform – 06:01 LOGICIQ – 06:57 Mirada Kids – 07:48 Video of the products – 08:19 Our clients – 09:10 Recent history – 12:28 The business model – 16:12 Our sales activities – 19:07 The pipeline of opportunities – 22:48 Financial growth – 24:27 Summary – 27:58

This video can be seen at: https://www.piworld.co.uk/2019/06/03/tern-tern-presentation-at-mello-london-may-2019/   By Albert E Sisto, CEO and Sarah Payne FD Tern Plc invests in, develops and sells private software companies with technology, based in the United Kingdom. The principal activity of the Company is investing in unquoted and quoted companies to achieve capital growth. The Company focuses on businesses in the cloud, Internet of Things (IOT) and mobile sectors. The Company focuses on building companies with technologies and services within the IOT market. Introduction – 00:17 2018 overview – 00:50 Our journey – 04:11 IoT spending in manufacturing, by type – 05:54 Significant IoMT Market Growth Predicted – 06:40 M&A activity gaining momentum – 08:35 Tern’s vision – 09:29 Our investment thesis – 11:33 Solving specific problems – 14:23 Current portfolio – 19:37 Value development approach – 19:45 How we help our companies grow – 23:14 Case study: Device Authority – 24:30 Case Study: FundamentalVR – Stage 2 – 28:06 Tern financials – 32:25 Next steps: UK & US Co-Investor Network – 35:09 Q&A – 36:00

This video can be seen at: https://www.piworld.co.uk/2019/06/03/panoply-holdings-tpx-presentation-at-mello-may-2019/     Presentation by Neal Gandhi, CEO & Co-Founder, with Oliver Rigby, CFO & Co-Founder and Jim Bowes, CIO Introduction – 00:18 Overview – 00:52 The team – 02:15 What we do – 04:56 Financial Summary – 09:55 Growth strategy – 10:58 Key differentiators – 14:45 Summary – 19:45 Q&A – 22:08 Panoply Holdings PLC is a United Kingdom-based technology services company. The Company operates through its subsidiaries, including Bene Agere Norden AS (Bene Agere), Manifesto Digital Limited (Manifesto Digital), Not Binary Limited (Not Binary) and Questers Global Group Limited (Questers). It operates through Experience, anything as a service (XaaS), Intelligence, Transformation and Automation segments. Bene Agere is a strategy and management consultancy business. Manifesto Digital is a digital experience agency. Not Binary is an information technology (IT) consultancy. Questers provides onshore and nearshore agile software development services. Not Binary is focused on software development and automation.