PIWORLD Investor Podcasts

1Spatial CEO, Claire Milverton and CFO, Stuart Richie present full year results for the year ended 31 January 2024. Claire Milverton, CEO 00:16 - Introduction 03:08 - FY24 Highlights 05:26 - LMDM software platform 07:34 - The State of Oregon case study Stuart Richie, CFO 09:36 - FY24 Financial highlights 11:05 - Income statement 12:04 - Cashflow 12:32 - Regional revenue 14:39 - Revenue by type 15:17 - ARR & SaaS revenue Claire Milverton, CEO 16:21 - Market Overview 19:29 - Enterprise software solutions 21:56 - CalTrans case study 23:21 - NG9-1-1 25:27 - 1Streetworks 29:52 - Outlook 1Spatial plc is a global leader in providing Location Master Data Management ('LMDM') software and solutions, primarily to the Government, Utilities and Transport sectors. Our global clients include national mapping and land management agencies, utility companies, transportation organisations, government and defence departments. Today - as location data from smartphones, the Internet of Things and great lakes of commercial Big Data increasingly drive commercial decision-making - our technology drives efficiency and provides organisations with confidence in the data they use. We unlock the value of location data by bringing together our people, innovative solutions, industry knowledge and our extensive customer base. We are striving to make the world more sustainable, safer and smarter for the future. We believe the answers to achieving these goals are held in data. Our 1Spatial Location Master Data Management (LMDM) platform incorporating our 1Integrate rules engine delivers powerful data solutions and focused business applications on-premise, on-mobile and in the cloud. This ensures data is current, complete, and consistent through the use of automated processes and always based on the highest quality information available. 1Spatial plc is AIM-listed, headquartered in Cambridge, UK, with operations in the UK, Ireland, USA, France, Belgium, Tunisia and Australia. For more information visit www.1spatial.com

Tracsis CEO, Chris Barnes and CFO, Andrew Kelly provide an overview of their results for the six months ended 31 January 2024. Chris Barnes, CEO 00:24 - Operational highlights Andrew Kelly, CFO 01:19 - Financial highlights Chris Barnes, CEO 05:20 - Rail Technology division Andrew Kelly, CFO 07:03 - Data, Analytics, Consultancy and Events division Chris Barnes, CEO 10:37 - Outlook Tracsis plc is a technology company and a leading provider of software and hardware products, data capture and data analytics/GIS services for the rail, traffic data and wider transport industries. Tracsis' products and services are widely used to increase efficiency, reduce cost and risk, improve operational and asset performance, improve safety management and decision making capabilities and improve the overall end-user experience for clients and customers. The Group is split into two principal operating areas built around detailed industry knowledge and expertise: - Rail Technology & Services: A software, technology and product led business. It develops and supplies software that solves complex resource, asset optimisation and control problems for Train Operators, and Smart Ticketing, Delay Repay and other retail software to improve the customer experience for rail users. It also develops remote condition monitoring hardware, data acquisition software, and safety and risk management software for rail infrastructure providers. - Data, Analytics, Consultancy & Events: A largely services led business that focuses on data capture, data analytics, GIS, earth observation, data insights, consultancy and event traffic management within a range of transport and pedestrian rich environments. The business provides technology and bespoke products and data that underpin large scale intelligent transport systems, smart city planning and positive environmental decision making. Tracsis has a blue-chip client base which includes all major UK transport owning groups, Network Rail, Passenger and Freight Train Operating Companies, the Department for Transport, TfL, multiple local authorities, major outdoor music and sporting event organisers, and a wide variety of large engineering and infrastructure companies. In North America our clients include Class 1 rail freight companies, transit operators, shortline railroads and several large rail served ports and industrials. The business drives growth both organically and through acquisition and has made seventeen acquisitions since 2008. For more information on Tracsis please visit http://www.tracsis.com

The Property Franchise Group CEO, Gareth Samples and CFO, David Raggett present an overview of their results for the year ended 31 December 2023, as well as outlining the rationale and benefits of the merger with Belvoir. Gareth Samples, CEO 00:24 - Operational highlights David Raggett, CFO 01:47 - Financial highlights Gareth Samples, CEO 04:28 - Belvoir merger David Raggett, CFO 05:49 - Combined group benefits Gareth Samples, CEO 07:27 - Outlook 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

Pod Point CEO, Andy Palmer and CFO, David Wolffe present full year results for the year ended 31 December 2023, followed by Q&A. Andy Palmer, CEO 00:16 - Introduction 03:39 - FY23 Highlights 07:58 - Powering up strategy 15:12 - FY23 summary David Wolfe, CFO 17:09 - P&L 20:03 - H2 Improvement 20:54 - Gross margin 22:05 - Adj EBITDA 23:14 - Cashflow 24:30 - Customer lifetime value model 26:43 - Financial outlook Andy Palmer, CEO 27:52 - FY24 Strategy 31:50 - Industry expectations 32:17 - Business transformation 34:41 - Current performance 34:12 - Conclusion 38:10 - 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 31 December 2023 the company has 226k chargepoints installed and able to communicate 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."

Everyman Media Group CEO, Alex Scrimgeour provides an overview of the group's performance for the year, outlining their operational and financial performance, as well as their expansion strategy, future outlook, and the performance of the overall UK Film market. Alex Scrimgeour, CEO 00:16 - Introduction 02:05 - UK film market 03:08 - FY23 financial performance 04:14 - Expansion strategy 05:21 - Operational highlights 06:31 - Outlook Everyman is the fourth largest cinema business in the UK by number of venues and is a premium, high-growth leisure brand. Everyman operates a growing estate of venues across the UK, with an emphasis on providing first-class cinema and hospitality. Everyman is redefining cinema. It focuses on venue and experience as key competitive strengths, with a unique proposition: Intimate and atmospheric venues, which become a destination in their own right An emphasis on a strong quality food and drink menu prepared in-house A broad range of well-curated programming content, from mainstream and independent films to theatre and live concert streams, appealing to a diverse range of audiences Motivated and welcoming teams For more information visit http://investors.everymancinema.com/

Sosandar Joint CEO’s Julie Lavington, Ali Hall and CFO Steve Dilks outline FY24 Highlights, followed by Q&A. Julie Lavington, Co-CEO 00:16 – Introduction & Overview Ali Hall, Co-CEO 01:58 – Strategic highlights Steve Dilks, CFO 03:23 – Financial highlights Julie Lavington, Co-CEO 05:10 – Outlook 05:41 – 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

Inspired Chief Executive Officer, Mark Dickinson, Chief Commercial Officer, David Cockshott and CFO, Paul Connor present final results for the year ended 31 December 2023. Mark Dickinson, CEO 00:16 - Introduction 02:56 - Market drivers 04:54 - Cross-selling strategy 06:12 - FY23 highlights 07:07 - Non-financial KPI's David Cockshott, CCO & Paul Connor, CFO 10:31 - Assurance services 13:32 - ESG services 16:28 - Optimisation services 18:38 - Software services David Cockshott, CCO 20:38 - Case studies Paul Connor, CFO 23:22 - Group financial performance 23:56 - Cashflow 24:56 - Balance sheet Mark Dickinson, CEO 25:46 - ESG 27:36 - Outlook Inspired PLC is a leading B2B technology enabled service provider delivering solutions that enable corporate businesses to transition to net-zero carbon and manage their response to climate change in the UK and Ireland. Founded in 2000, Inspired operates four divisions: Assurance Services, Optimisation Services, ESG Services and Software Services, providing expert energy advisory and sustainability services to over 3,500 businesses who typically spend more than £100,000 on energy and water per year. The Group's four divisions work together to help corporate businesses manage all aspects of their energy and sustainability programme through the lens of what the Group refers to as the 4Cs of Cost, Consumption, Compliance and Carbon. Inspired has been recognised with the London Stock Exchange's Green Economy market since 2020 for its environmental and strategic advice, service, and support to customers and is also ranked as the UK's leading advisor by the independent energy market intelligence consultancy, Cornwall Insight.

Bill Fawkner-Corbett, Head of SIGnet, takes us through his journey of discovering Compounders and the reasons for investing in them. He gives one example of a mistake he made selling Microsoft, which made him realise he had no effective tool for valuing Compounders. In his subsequent reading, he discovered the Graham Formula, which gave him a method for calculating the PE ratio for a company based on growth. This set him on a search for alternative methods that would take account of other metrics (e.g. return on capital) in the PE calculation; his explanation of what he found is fascinating. Although all the examples he gives in the presentation are US shares, the majority of Bill's portfolio is in UK shares – he stresses that more than a few of these he considers to be Compounders. This is a presentation Bill gave to his SIGnet group and is an example of the material that might be covered by your local SIGnet - Serious Investor Group Network. SIGnet groups of private investors meet regularly to discuss shares and investing strategies to benefit their investing performance. At the end of the video, and below, there are more details of SIGnet and how to find your local group. 00:18 - Introduction 01:33 - Bill's background 02:44 - Characteristics of a compounder 07:02 - Market value VS Intrinsic Value 08:38 - The PEG method 12:45 - The Graham Formula 13:39 - Margin of safety & Internal rate of return 16:48 - Growth & value creation 18:30 - Cost of capital & ROCE 20:36 - Credit Suisse Method 24:44 - Recent examples 27:59 - About SIGnet 29:46 - How to join SIGnet About Bill Fawkner-Corbett Bill’s professional experience for the past 30 years has been in Private Equity and Corporate Finance in Central & Eastern Europe. He has been a private investor for around 50 years, initially in Investment Trusts, Unit Trusts and ETFs; since 2008 in individual shares. In early 2020 he joined SIGnet, a national network of private investor groups. He became Head of SIGnet in May 2023. His presentation is a compilation of presentations he has recently given to SIGnet groups. To join SIGnet, or just to find out more, go to: https://www.sharesoc.org/signet/

Judges Scientfic CEO, David Cicurel, CFO, Brad Ormsby, COO, Mark Lavelle and Group Business Development Director, Tim Prestidge present results for the year ended 31 December 2023, followed by Q&A. David Cicurel, CEO 00:16 - Introduction 05:26 - Acquisition strategy 08:07 - FY23 highlights Brad Ormsby, CFO 10:36 - FY23 financial highlights 16:33 - Order intake 19:20 - Profit bridge 20:05 - Balance sheet & Cashflow 21:48 - Return on total invested capital 23:25 - Group diversification 24:28 - Financial history David Cicurel, CEO 24:45 - Recent aquisitions Mark Lavelle, COO & Tim Prestidge, Group Business Development Director 29:29 - Organic model David Cicurel, CEO 38:48 - Outlook and investment case 40:45 - Q&A Judges Scientific plc (AIM: JDG), is a group focused on acquiring and developing companies in the scientific instrument sector. The Group consists of 23 businesses acquired since 2005. The acquired companies are primarily UK-based with products sold worldwide to a diverse range of markets including: higher education institutions, scientific research facilities, manufacturers and regulatory authorities. The UK is a recognised centre of excellence for scientific instruments. The Group has received five Queen's Awards for innovation and export. The Group's companies predominantly operate in global niche markets, with long term growth fundamentals and resilient margins. Judges Scientific maintains a policy of selectively acquiring businesses that generate sustainable profits and cash. Shareholder returns are created through the reduction of debt, organic growth and dividends. For further information, please visit www.judges.uk.com

Tribal Group CEO, Mark Pickett and CFO Diane McIntyre present results for the year ended 31 December 2023. Mark Pickett, CEO 00:16 - Introduction 01:39 - FY23 highlights 02:58 - Growth drivers 05:16 - Growth strategy 06:10 - Case studies & customers Diane McIntyre, CFO 11:48 - FY23 financial highlights 14:15 - Segmental performance 20:07 - Cashflow 21:21 - Edge investment 21:43 - Financial summary Mark Pickett, CEO 22:20 - Key initiatives 25:47 - Summary & outlook Tribal Group plc is a pioneering world-leader of education software and services. Its portfolio includes Student Information Systems; a broad range of education services covering quality assurance, peer review, benchmarking and improvement; and student surveys that provide the leading global benchmarks for student experience. Working with Higher Education, Further and Tertiary Education, schools, Government and State bodies, training providers and employers, in over 55 countries; Tribal Group's mission is to empower the world of education with products and services that underpin student success.