

PIWORLD Investor Podcasts
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Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk
Episodes
Mentioned books

Mar 27, 2024 • 33min
The Pebble Group (PEBB) Full Year Results 2023 - March 2024
Pebble Group CEO, Chris Lee and CFO, Claire Thomson present full year results for the year ended 31 December 2023, followed by Q&A.
Chris Lee, CEO
00:16 - Introduction
01:30 - Market opportunity
02:33 - FY23 Highlights
Claire Thomson, CFO
04:20 - FY23 Financial highlights
05:04 - Key financial dynamics
13:21 - Income statement
06:46 - Cashflow
07:22 - Balance sheet
07:55 - Capital allocation
Chris Lee, CEO
08:58 - Facilis Group performance
12:05 - Facilis Group partner retention
13:44 - Facilis Group strategy
Claire Thomson, CFO
16:46 - Brand Addition performance
18:46 - Brand Addition strategy
Chris Lee, CEO
19:31 - ESG
20:43 - Outlook
22:11 - 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.

Mar 26, 2024 • 8min
Inspired (INSE) Full Year 2023 overview - March 2024
Mark Dickinson, CEO gives an overview of the year ended 31 December 2023 and a strategy update on the organic growth path to double EBITDA by 2027.
00:23 Overview
01:00 Market drivers
01:22 Strategy update
02:25 Non- financial KPIs
05:36 Outlook
Inspired PLC is a United Kingdom-based technology-enabled provider of net-zero, carbon, energy and carbon management, and ESG energy advisory services in the United Kingdom and Ireland. The Company operates through four segments, namely Assurance, Optimization, Software and ESG. The Assurance services segment provides the review, analysis and negotiation of gas and electricity contracts on behalf of clients. The Optimization services segment focuses on the optimization of a client's energy consumption and its services include forensic audits, energy efficiency projects, and water solutions. The Software services segment comprises of the provision of energy management software to third parties. Within ESG segment, the Company manages the data collection and validation of consumption data to provide the resources for the creation of mandatory ESG disclosures, such as Streamlined Energy and Carbon Reporting (SECR) and Taskforce on Climate-related Financial Disclosure (TCFD) reporting.

Mar 22, 2024 • 50min
Somero Enterprises (SOM) Full Year 2023 results presentation - March 2024
Somero Enterprises President & CEO, Jack Cooney and CFO, Enzo LiCausi present final results for the twelve months ended 31 December 2023, followed by Q&A.
Jack Cooney, President & CEO
00:16 - Introduction
00:35 - FY23 Highlights
01:05 - Sales by territory
02:30 - Sales by product
Enzo LiCausi, CFO
03:35 - FY23 Financial highlights
04:19 - Operating results
05:21 - Balance sheet
06:34 - Cashflow
07:35 - Dividend policy
Jack Cooney, President & CEO
08:05 - Product development
10:40 - International growth
13:13 - Outlook
14:01 - 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

Mar 21, 2024 • 25min
Eagle Eye (EYE) H1 FY24 results presentation - March 24
Eagle Eye CEO, Tim Mason and CFO Lucy Sharman-Munday present half year results for the six months ended 31 December 2023.
Tim Mason, CEO
00:00 - Introduction
01:52 - Market Opportunity
03:46 - H1 FY24 Performance
05:33 - Strategic framework
Lucy Sharman-Munday, CFO
06:44 - H1 FY24 Financial highlights
07:03 - Revenue analysis
09:25 - Income statement
11:25 - Innovation
13:42 - Net Cash
15:42 - Financial summary
Tim Mason, CEO
16:10 - Customer strategy
17:40 - Eagle AI
20:48 - International growth
21:47 - People
23:24 - Outlook
Eagle Eye is a leading SaaS technology company enabling retail, travel and hospitality brands to earn the loyalty of their end customers by powering their real-time, omnichannel and personalised consumer marketing activities.
Eagle Eye AIR is a cloud-based platform, which provides the most flexible and scalable loyalty and promotions capability in the world. More than 750 million personalised offers are executed via the platform every week, and it currently hosts over 200 million individual loyalty members for businesses all over the world. We are trusted to deliver a secure service at hundreds of thousands of physical POS destinations worldwide, enabling the real-time issuance and redemption of promotional coupons, loyalty offers, gift cards, subscription benefits and more.
The Eagle Eye AIR platform is currently powering loyalty and customer engagement solutions for enterprise businesses all over the world, including Asda, Tesco, Morrisons, Waitrose and John Lewis & Partners, JD Sports, Pret a Manger, Loblaws, Southeastern Grocers, Giant Eagle, and the Woolworths Group. In January 2024, Eagle Eye launched EagleAI, a next-generation data science solution for personalisation, already being used by leading retailers worldwide including Carrefour, Auchan and Pattison Food Group. Website - www.eagleeye.com

Mar 21, 2024 • 10min
Secure Trust Bank (STB) FY23 results highlights - March 2024
David McCreadie, CEO, outlines Secure Trust Bank's Full Year 2023 highlights for the period ended 31 December 2023.
00:27 Overview
02:08 Group headlines
03:47 Stratic priorities
04:15 Retail Finance
04:48 Vehicle Finance
05:38 Real Estate Finance
06:29 Commercial Finance
07:50 Savings business
08:13 Summary
Secure Trust Bank PLC is a United Kingdom-based retail bank. The Company’s segments include Real Estate Finance, Commercial Finance, Vehicle Finance and Retail Finance. Real Estate Finance is engaged in lending secured against property assets to a maximum 70% loan-to-value ratio, on fixed or variable rates over a term of up to five years. Commercial Finance is engaged in lending predominantly against receivables, typically releasing 90% of qualifying invoices under invoice discounting facilities. Other assets can also be funded either long or short-term and for a range of loan-to-value ratios alongside these services. Vehicle Finance include hire purchase lending for used cars to prime and near-prime customers and Personal Contract Purchase lending into the consumer prime credit market, both secured against the vehicle financed. Retail Finance provides online e-commerce service to retailers, providing unsecured lending products to prime United Kingdom customers.

Mar 20, 2024 • 32min
Fintel (FNTL) Full Year 2023 results presentation - March 24
Fintel Joint Chief Executive Officers, Matt Timmins and Neil Stevens, and Chief Financial Officer, David Thompson present full year results for the year ended 31 December 2023.
Matt Timmins, Joint Chief Executive Officer
00:16 - Introduction
00:58 - Business Overview
06:46 - FY23 Highlights
David Thompson, Chief Financial Officer
09:02 - FY23 Financial highlights
10:15 - Revenue
12:23 - Segmental performance
13:42 - Cash position & Cash flow
16:25 - Financial summary
Neil Stevens, Joint Chief Executive Officer
17:00 - Divisional Highlights
20:28 - M&A Update
David Thompson, Chief Financial Officer
24:02 - M&A Financial impact & Approach
Neil Stevens, Joint Chief Executive Officer
26:36 - M&A strategy & outlook
28:40 - Outlook
Fintel is the UK's leading fintech and support services business, combining the largest provider of intermediary business support, SimplyBiz, and the leading research, ratings and Fintech business, Defaqto.
Fintel provides technology, compliance and regulatory support to thousands of intermediary businesses, data and targeted distribution services to hundreds of product providers and empowers millions of consumers to make better informed financial decisions. We serve our customers through three core divisions:
The Intermediary Services division provides technology, compliance, and regulatory support to thousands of intermediary businesses through a comprehensive membership model. Members include directly authorised IFAs, Wealth Managers and Mortgage Brokers.
The Distribution Channels division delivers market Insight and analysis and targeted distribution strategies to financial institutions and product providers. Clients include major Life and Pension companies, Investment Houses, Banks, and Building Societies.
The Fintech and Research division (Defaqto) provides market leading software, financial information and product research to product providers and intermediaries. Defaqto also provides product ratings (Star Ratings) on thousands of financial products. Financial products are expertly reviewed by the Defaqto research team and are compared and rated based on their underlying features and benefits. Defaqto ratings help consumers compare and buy financial products with confidence.
For more information about Fintel, please visit the website: www.wearefintel.com

Mar 19, 2024 • 9min
SThree (STEM) FY24 Q1 Trading Update - March 2024
SThree CEO, Timo Lehne and CFO Andrew Beach give a trading update for Full Year 2024 Q1.
Timo Lehne, CEO
00:16 – Introduction
00:31 – Highlights
Andrew Beach, CFO
01:57 – Financial highlights
02:42 – Per sector performance
03:37 – Regional performance
05:43 – Headcount & Contractor orderbook
06:41 – Balance sheet
Timo Lehne, CEO
06:55 – 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 over 7,200 clients across 11 countries. Our Group’s c.2,700 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.

Mar 18, 2024 • 43min
H&T Group (HAT) FY23 results presentation - March 2024
H&T Group CEO, Chris Gillespie and CFO, Diane Giddy present full year results for the for the twelve months ended 31 December 2023, followed by Q&A.
Chris Gillespie, CEO
00:16 - Introduction
01:14 - Overview
04:41 - Investment case
05:16 - FY23 Financial highlights
06:42 - FY23 Strategic progress
07:40 - Store metrics
Diane Giddy, CFO
08:12 - Income statement
09:30 - Balance sheet
11:31 - Cashflow statement
12:17 - Segmental performance
Chris Gillespie, CEO
14:49 - Business focus & Outlook
20:13 - Acquisition of Maxcroft Securities Limited
22:53 - Q&A
H&T Group plc is a United Kingdom-based non-trading holding company. The principal activities of the Company and its subsidiaries include pawnbroking, gold purchasing, retail of new and pre-owned jewelry and watches, cheque cashing, unsecured lending, and other related services operated through Harvey & Thompson Limited. Its segments include pawnbroking, gold purchasing, retail, pawnbroking scrap, personal loans, foreign exchange and other services. The pawnbroking segment is engaged in providing secured loans against collateral (the pledge). Its gold purchasing segment is engaged in buying jewelry directly from customers through its stores. The retail segment is engaged in retail sales of primarily gold, jewelry and watches, and the retail sales are forfeited items from the pawnbroking pledge book or refurbished items from its gold purchasing operations. Its pawnbroking scrap segment consists of gold scrap sales of its inventory assets other than those reported within gold purchasing.

Mar 18, 2024 • 1h 1min
1Spatial (SPA) Introduction to 1Streetworks - March 24
1Spatial Non-Executive Chairman, Andrew Roberts, CEO, Claire Milverton, Andrew Fennel, Managing Director - Roads, and Stuart Ritchie, CFO introduce their 1Streetworks solution, outlining how it can be used to revolutionise complex streetworks planning and the potential addressable market.
Andrew Roberts, Non-Executive Chairman
00:16 - Introduction
Claire Milverton, CEO
02:00 - Agenda
02:53 - What is 1Streetworks?
04:19 - Overview of 1Spatial
05:30 - 1Streetworks & 1Integrate
Andrew Fennel, Managing Director - Roads
06:32 - Market Drivers
08:56 - Critical infrastucture
10:17 - The Electricity market
11:40 - UKPN Connections Team Video
13:42 - Software Demonstration
22:54 - Case Study
Paul Dooley, Streetworks Performance Manager, UK Power Networks
24:54 - Customer Use Case - UKPN
Andrew Fennel, Managing Director - Roads
32:48 - Roll-out/Expansion within UK Power Networks
Claire Milverton, CEO
35:53 - FY25 Ambitions
37:52 - FY25 Key priorities
Stuart Ritchie, CFO
42:15 - Financial framework
Claire Milverton, CEO
45:20 - Outlook
46:45 - Q&A
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

Mar 14, 2024 • 28min
Hill & Smith (HILS) Full Year 2023 results presentation - March 24
Hill & Smith Executive Chair, Alan Giddins and Chief Financial Officer, Hannah Nichols present results for the year ended 31 December 2023.
Alan Giddins, Executive Chair
00:16 – FY23 Highlights
Hannah Nichols, Chief Financial Officer
02:53 – FY23 Financial highlights
04:14 – Group overview
05:22 – Divisional performance
12:28 – Cash generation
24:31 – ESG
Alan Giddins, Executive Chair
16:21 – Financial framework
17:53 – M&A update
22:03 – V&S Utilities case study
24:09 – Investment case
26:40 – Outlook
Hill & Smith PLC is a leading provider of sustainable infrastructure products and services. The Group employs c.4,400 people worldwide with the majority employed by its autonomous, agile, customer focussed operating businesses based in the UK, USA, Australia and India. The Group office is in the UK and Hill & Smith PLC is quoted on the London Stock Exchange (LSE: HILS.L).
The Group’s operating businesses are organised into three main business divisions:
Galvanizing Services: increasing the sustainability and maintenance free life of steel products including structural steel work, lighting, bridges and other products for industrial and infrastructure markets.
Engineered Solutions: supplying engineered steel and composite solutions for a wide range of infrastructure markets including power generation and distribution, marine, rail and housing. The division also supplies engineered pipe supports for the water, power and liquid natural gas markets and seismic protection solutions.
Roads & Security: supplying products and services to support road and highway infrastructure including temporary and permanent road safety barriers, intelligent traffic solutions, street lighting columns and bridge parapets. In addition, the division includes two businesses which are market leaders in the provision of off-grid solar lighting and power solutions. The security portfolio includes hostile vehicle mitigation solutions, high security fencing and automated gate solutions.


