PIWORLD Investor Podcasts

SThree CEO, Timo Lehne and CFO, Andrew Beach present half year results for the period ended 31 May 2024. Timo Lehne, CEO 00:16 - Introduction 02:52 - HY24 Highlights Andrew Beach, CFO 04:20 - Net fee & operating profit performance 07:43 - Regional mix & skill mix 08:45 - Net fees by service 09:23 - Contract order book 10:38 - Productivity 11:03 - Technology improvement programme expenditure 11:57 - Operating profit bridge 12:33 - Net cash 12:54 - Capital allocation policy 13:14 - Financial summary Timo Lehne, CEO 14:15 - Strategic pillars 14:37 - Market investment 15:39 - Technology improvement programme progress 17:35 - People 19:11 - Market position 19:58 - ESG 21:00 - Summary & outlook SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in Science, Technology, Engineering and Mathematics (STEM), providing permanent and flexible contract talent to a diverse base of nearly 4,800 clients (with whom we worked in H1 FY24) across 11 countries. Our Group's circa 2,600 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the London Stock Exchange's Main Market, trading with ticker code STEM.

Sosandar Co-CEOs, Julie Lavington and Ali Hall, and CFO, Steve Dilks present their results for the year ended 31 March 2024, followed by Q&A. Ali Hall, Co-CEO 00:16 - Introduction Julie Lavington, Co-CEO 01:01 - Executive summary Ali Hall & Julie Lavington, Co-CEOs 03:13 - Brand strengths Steve Dilks, CFO 05:25 - FY24 Highlights 07:27 - Balance sheet 08:28 - Cash flow 08:59 - Q1 FY25 performance Ali Hall, Co-CEO 10:11 - Strategic goals Ali Hall & Julie Lavington, Co-CEO 10:41 - Increasing margin Julie Lavington, Co-CEO 12:01 - Q1 FY25 margin increase 12:28 - Reduction in price promotion Steve Dilks, CFO 12:55 - Importance of margin Ali Hall & Julie Lavington, Co-CEOs 14:07 - Further growth in scale 14:26 - Impact of stores on growth Steve Dilks, CFO 15:48 - Successful peer group brands Ali Hall & Julie Lavington, Co-CEOs 16:46 - Drivers for physical retail Steve Dilks, CFO 19:18 - Store financials Julie Lavington, Co-CEO 20:35 - Store location criteria 21:25 - Future store openings Ali Hall, Co-CEO 22:36 - Store interiors Julie Lavington, Co-CEO 23:01 - Brand expansion Ali Hall & Julie Lavington, Co-CEOs 24:08 - Summary & outlook 25:15 - Q&A Sosandar is one of the fastest growing women's fashion brands in the UK targeting style conscious women who have graduated from lower quality, 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 and tested 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 a number of high value brand partnerships including with Next and Marks & Spencer. Sosandar's success has been built on an exceptional product range, seamless customer experience and impactful, lifestyle marketing, all of which is underpinned by combining innovation with data analysis. Our growth strategy is focused on continuing to grow brand awareness and expand our addressable market and routes to market, reaching customers wherever they wish to shop. This is achieved both through direct to consumer channels and through chosen third party partners. Sosandar was founded in 2016 and listed on AIM in 2017. More information is available at www.sosandar-ir.com

Pod Point, a leading provider of electric vehicle charging solutions in the UK, hosted a Capital Markets Event on the 10th July 2024. Management presented a deep dive into Pod Point's Energy Flex business and its opportunities. David Wolffe, CFO 00:16 - Introduction Pilgrim Beart, VP, Energy Flex 04:02 - Agenda 04:41 - Energy Supply 07:45- Value pools for flex 08:40 - Market opportunity 09:21 - Energy flex demand 12:47 - Pod Point's role in energy flex 14:09 - Smart Charging 18:39 - Market position 21:28 - Flex markets 24:40 - Product pathways 25:52 - Customer lifetime value model 27:03 - Current progress 28:55 - Roadmap Melanie Lane, CEO 30:42 - Summary 35:17 - Q&A Pod Point was founded in 2009. Driven by a belief that driving shouldn't cost the earth, Pod Point is building the infrastructure needed to enable the mass adoption of electric vehicles and to make living with an EV easy and affordable for everyone. As at 30 June 2024 the company has shipped more than 230k chargepoints on its network in the UK and is an official chargepoint supplier for major car brands. Pod Point works with a broad range of organisations and customers to offer home and commercial charging solutions. Pod Point is admitted to trading on the London Stock Exchange under the ticker symbol "PODP."

Begbies Traynor Group Executive Chairman, Ric Traynor and Group Finance Director, Nick Taylor present the groups final results for the year ended 30 April 2024 , followed by Q&A. Ric Traynor, Executive Chairman 00:16 - Introduction 00:35 - FY24 Highlights 01:35 - Historic performance 03:03 - Business overview Nick Taylor, Group Finance Director 03:42 - FY24 Financial highlights 05:39 - Profit 07:54 - Per sector performance 10:44 - Investment in the group 12:07 - Cash & bank facilities 13:37 - Financial guidance Ric Traynor, Executive Chairman 15:03 - Divisional performance 24:53 - Growth strategy 26:11 - Acquisitions 27:09 - Summary & outlook 28:28 - Q&A Begbies Traynor Group plc is a leading UK advisory firm with expertise in business recovery, advisory and corporate finance, valuations, asset sales and property consultancy. The group have over 900 fee earners operating from 45 locations across the UK, together with four offshore offices. Their multidisciplinary professional teams include insolvency practitioners, accountants, lawyers, funding professionals and chartered surveyors. Further information can be accessed via the group's website at www.ir.begbies-traynorgroup.com.

Knights Group CEO, David Beech and CFO, Kate Lewis present their results for the year ended 30 April 2024 followed by Q&A. David Beech, CEO 00:16 - Introduction 00:35 - Full Year highlights 02:35 - Business growth 04:48 - Mix of work 06:04 - Business model 08:34 - Revenue & PBT growth Kate Lewis, CFO 08:58 - Full Year financial highlights 09:55 - Income statement 13:46 - Revenue bridge 17:27 - Underlying PBT bridge 17:49 - Performance against KPI's 19:08 - Cash flow 19:58 - Lock up & debtor days 22:00 - Balance sheet 22:51 - Net debt bridge David Beech, CEO 24:46 - Medium term goals 25:32 - Market opportunity 25:57 - Growth opportunities 29:06 - Recruitment 30:43 - Case study 32:18 - Summary & outlook 33:56 - Q&A Knights is a fast-growing, legal and professional services business, ranked within the UK's top 50 largest law firms by revenue. Knights was one of the first law firms in the UK to move from the traditional partnership model to a corporate structure in 2012 and has since grown rapidly. Knights has specialists in all key areas of corporate and commercial law so that it can offer end-to-end support to businesses of all sizes and in all sectors. It is focussed on key UK markets outside London and currently operates from 23 offices located in Birmingham, Brighton, Bristol, Carlisle, Cheltenham, Chester, Exeter, Kings Hill, Leeds, Leicester, Lincoln, Manchester, Newbury, Newcastle, Nottingham, Oxford, Portsmouth, Sheffield, Stoke, Teesside, Weybridge, Wilmslow and York.

Secure Trust Bank management provides an update on their Real Estate Finance business and how it will support the Group in achieving its medium-term financial targets. Geoff Ray, Managing Director, Real Estate Finance, John Griffin, Regional Head, London & South East and Chris King, Head of Credit provide details of their strong track record and the strategic repositioning of the Real Estate Finance business to focus on lower risk residential investment loans, which represented 84% of the Real Estate Finance net lending book at the end of 2023. David McCreadie, CEO 00:16 - Introduction Geoff Ray, Managing Director, Real Estate Finance 05:58 - Real estate finance business overview John Griffin, Regional Head, Real Estate Finance London at Secure Trust Bank 16:23 - Real estate finance market & customers Christopher King, Head of Credit Risk 28:24 - Real estate finance risk management David McCreadie, CEO 36:54 - Outlook 38:07 - Q&A Secure Trust Bank is an established, well‐funded and capitalised UK retail bank with over 70‐years of trading history. Secure Trust Bank operates principally from its head office in Solihull, West Midlands, and has 897 employees (full‐time equivalent) as at March 2024. The Group's diversified lending portfolio currently focuses on two sectors: (i) Business finance through its Real Estate Finance and Commercial Finance divisions; and (ii) Consumer finance through its Vehicle Finance and Retail Finance divisions. Secure Trust Bank PLC is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

James Dow, CEO and Pete Fendall, COO & Interim CFO, present the group's results for the year ended 31 March 2024, followed by Q&A. James Dow, CEO 00:16 - Introduction 01:54 - Overview of DSW 02:57 - Investment case Pete Fendall, COO & Interim CFO 04:10 - Current service lines 06:38 - The DSW license model 12:00 - Central initiatives 13:47 - FY24 highlights 16:15 - Income statement 17:56 - Balance sheet 18:50 - Cash flow James Dow, CEO 19:58 - Network KPI's 22:07 - Growth Opportunities 24:11 - Target acquisition service lines Pete Fendall, COO & Interim CFO 26:15 - Recruitment stats 27:38 - ESG James Dow, CEO 29:44 - Summary & outlook 32:06 - Q&A DSW Capital, owner of the Dow Schofield Watts brand, is a profitable, 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 25 licensee businesses with 107 fee earners, eleven offices across the UK. 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.

Wynnstay Group Executive Chairman, Steve Ellwood and Group Finance Director, Rob Thomas present the group's Interim results for the six months ended 30 April 2024, followed by Q&A. Steve Ellwood, Executive Chairman 00:16 - Introduction 00:52 - H1 Highlights Rob Thomas, Group Finance Director 03:51 - H1 Highlights Steve Ellwood, Executive Chairman 06:27 - Business summary Rob Thomas, Group Finance Director 09:17 - H1 Financial highlights 12:08 - Income statement 13:22 - Balance sheet 14:11 - Cash flow 15:47 - Net cash summary 17:22 - Capital allocation framework 18:45 - Feed division Steve Ellwood, Executive Chairman 21:22 - Arable division Rob Thomas, Group Finance Director 23:24 - Glasson 25:53 - Specialist agricultural merchanting division Steve Ellwood, Executive Chairman 28:13 - Environmental sustainability 32:38 - Wynnstay strategy 33:44 - Summary & Outlook 34:53 - Q&A Wynnstay Group Plc is a United Kingdom-based manufacturer and supplier of agricultural products in the United Kingdom. The Company has two segments. The Agriculture segment offers animal nutrition products to the agricultural market; and seeds, fertilizers, and agricultural chemicals to arable and grassland farmers, as well as markets grains. The Specialist Agricultural Merchanting segment supplies a range of specialist products to farmers, smallholders and pet owners. It supplies feeds and nutrition products for a number of sectors including, dairy, beef, sheep, pig and poultry, with a range of products to suit the needs of individual farmers. It is a producer of cereal seeds and a range of grass seed mixtures in the United Kingdom. It supplies fertilizer in the United Kingdom. Its subsidiaries include Glasson Group (Lancaster) Limited, Glasson Grain Limited, Wynnstay (Agricultural Supplies) Limited, Youngs Animal Feeds Limited, GrainLink Limited and Tamar Milling Limited (Tamar).

IG Design Group CEO, Paul Bal and CFO, Rohan Cummings present the group's the results for the year ended 31 March 2024, followed by Q&A. Paul Bal, CEO 00:16 - Introduction 01:03 - FY2024 highlights 04:14 - FY2024 Financial summary 06:06 - Category performance 07:14 - DG Americas update 10:42 - DG International update Rohan Cummings, CFO 15:58 - Group revenue 18:22 - Adjusted operating profit 20:00 - Profit and loss 21:53 - Cash flow Paul Bal, CEO 23:28 - Growth focussed strategy 25:45 - Strategic priorities 26:23 - New operating model & values 28:42 - Group aspirations 30:02 - Summary & outlook 32:50 - 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.

Poolbeg Pharma Chief Executive Officer, Jeremy Skillington PhD and Chief Business Officer, David Allmond present an overview of their current programmes and opportunities, focussing on POLB 001, their oral delivery platforms, exclusive option agreement and their AI-powered research using human viral challenge data, followed by a Q&A session. Jeremy Skillington PhD, Chief Executive Officer 00:16 - Introduction 03:06 - Programmes 04:08 - 2024 highlights David Allmond, Chief Business Officer 05:03 - POLB 001 & CRS 08:01 - POLB 001's efficacy 10:15 - POLB 001 Market Opportunity 14:17 - POLB 001 support 16:12 - Topical PTX & Behçet's Disease 18:36 - Topical PTX 12 month option 20:29 - Topical PTX Phase 2 trial Jeremy Skillington PhD, Chief Executive Officer 22:05 - Topical PTX outlook 22:48 - Oral delivery platform 25:02 - Artificial Intelligence programmes 28:13 - Investment case 29:30 - Q&A Poolbeg Pharma plc is committed to the development and commercialisation of innovative medicines targeting diseases with a high unmet medical need, with a growing emphasis on rare and orphan diseases. Its model focusses upon developing its exciting clinical assets and commercialising approved and marketed drugs to support the growth of the Company and the development of its robust pipeline of innovative products, thereby driving significant value creation. Poolbeg is led by an experienced leadership team with a history of delivering significant shareholder value. The team has been strengthened by the appointment of three former members of the Amryt Pharma plc leadership team, with the intention of repeating Amryt's success and generating near term revenues. Poolbeg's clinical programmes target large addressable markets including cancer immunotherapy-induced CRS, infectious disease, and metabolic conditions such as obesity with the development of an oral GLP-1R agonist. It uses a cost-effective development philosophy to generate high quality human data to support partnering and further development. Its AI-led infectious disease programmes analyse unique data from human challenge trials to identify clinically relevant drug targets and treatments, leading to faster development and greater commercial appeal. For more information, please go to www.poolbegpharma.com  or follow on Twitter and LinkedIn @PoolbegPharma.