PIWORLD Investor Podcasts

Eneraqua Technologies CEO, Mitesh Dhanak and CFO, Iain Richardson present Half Year results for the six months ended 31 July 2023, followed by Q&A. Mitesh Dhanak, CEO 00:16 - Introduction 01:30 - H1 24 Operational highlights 03:54 - Anticipated operational challenges Iain Richardson, CFO 08:45 - H1 24 Financial summary 09:19 - Group revenue 10:18 - Income statement 11:36 - Balance sheet 12:07 - Cashflow Mitesh Dhanak, CEO 13:09 - Technology 15:03 - Addressable market 16:45 - Growth strategy 19:53 - Summary and Outlook 22:00 - Q&A Eneraqua Technologies (AIM:ETP) is a specialist in energy and water efficiency. The Group designs and delivers improved energy and water systems which utilise its wholly owned intellectual property, Control Flow HL2024. Energy was the first market the Company entered and this is the larger sector, with the Company focused on clients with end of life gas, oil or electric heating and hot water systems. The Group provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support Net Zero and decarbonisation goals. Water is a growing service offering focused on water efficiency upgrades for utilities and commercial clients including hotels and care homes. It has also expanded into agritech systems. The activities in both areas are underpinned by the Company's wholly-owned intellectual property, the Control Flow HL2024 family of products which reduce water wastage and improve the performance of heating and hot water systems. The Company's main country of operation is the United Kingdom. The Company's head office is in London with additional offices in Leeds, Washington (Sunderland), India, Spain and the Netherlands. The Company has 191 employees, with the majority employed within the UK. Eneraqua Technologies has received the London Stock Exchange's Green Economy Mark. To find out more, please visit: www.eneraquatechnologies.com

Mitesh Dhanak, CEO provides an overview of the interim results for the period ended 31 July 2023. 00:25 H124 overview 01:21 Financial performance 02:20 Change in customer behaviour 04:24 Outlook Eneraqua Technologies plc is a United Kingdom-based company, which is a specialist in energy and water efficiency providing turnkey solutions for decarbonization through heating and hot water systems for multiple occupancy social housing and commercial projects. The Company’s geographical segments include United Kingdom, Europe and India. The Company is focused on clients with end-of-life gas, oil or electric heating and hot water systems. The Company provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support net zero and decarbonization goals. It also delivers water efficiency upgrades for utilities and commercial clients, including hotels and care homes.

Vertu Motors CEO, Robert Forrester and CFO, Karen Anderson present interim results for the six months ended 31 August 2023. The group saw record revenues, year-on-year profit and dividend growth. Robert Forrester, CEO 00:16 - Introduction 00:39 - Investement case 01:46 - H1 FY24 Highlights Karen Anderson, CFO 02:46 - H1 FY24 Financial highlights 03:34 - Income statement 04:45 - Profit bridge 05:31 - Cost management 07:97 - Balance sheet 08:01 - Cashflow 09:22 - Captial Allocation Robert Forrester, CEO 11:48 - Vehicle sales performance 17:11 - Aftersales performance 19:34 - Electrification 23:07 - Agency distrobution model 24:47 - Group strategy 25:34 - Growth 26:55 - Digitalisation 29:09 - Current trading & Outlook 30:46 - Q&A Vertu Motors is the fourth largest automotive retailer in the UK with a network of 189 sales outlets across the UK. Its dealerships operate predominantly under the Bristol Street Motors, Vertu and Macklin Motors brand names. Vertu Motors was established in November 2006 with the strategy to consolidate the UK motor retail sector. It is intended that the Group will continue to acquire motor retail operations to grow a scaled dealership group. The Group's acquisition strategy is supplemented by a focused organic growth strategy to drive operational efficiencies through its national dealership network. The Group currently operates 185 franchised sales outlets and 4 non-franchised sales operations from 141 locations across the UK. Vertu's Mission Statement is to "deliver an outstanding customer motoring experience through honesty and trust". Vertu Motors Group website - https://investors.vertumotors.com

Accrol Group CEO, Gareth Jenkins and CFO, Chris Welsh present final results for the year ended 30 April 2023, followed by Q&A. A strong growth in both revenue and profit, driven by increasing market share and volumes. FY24 EBITDA now expected to be ahead of previous Board expectations, driven by accelerating margin recovery. Gareth Jenkins, CEO 00:16 - Introduction 07:14 - FY23 Highlights Chris Welsh, CFO 08:49 - FY23 Financial highlights Gareth Jenkins, CEO 11:21 - Market and Revenue 13:55 - Market share 16:23 - Commercial highlights Chris Welsh, CFO 18:31 -Volume growth and price increases 19:28 - EBITDA Growth 20:45 - Net Debt Gareth Jenkins, CEO 21:40 - Operational highlights 24:12 - ESG 26:52 - Strategic review 29:41 - Paper mill investment 30:47 - Outlook 32:50 - 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 together supply c.21.5% (volume) of the UK tissue market valued at c£2.5bn at retail sales value. For more information, please visit www.accrol.co.uk. Link for Accrol Today video: https://www.accrol.co.uk/our-business/

Gusbourne Interim CEO, Mike Paul and CFO, Katherine Berry present Interim results for the period ended 30 June 2023. Mike Paul, Interim CEO 00:16 - Introduction 01:07 - H1 Highlights 04:00 - Market performance 05:10 - Growth strategy 12:04 - Sales growth 12:46 - International expansion Katherine Berry, CFO 13:45 - Revenue growth 15:20 - Simplified P&L 16:53 - Key cashflow movements 17:26 - Balance sheet 18:01 - Financial outlook Mike Paul, Interim CEO 18:36 - Conclusions & outlook Gusbourne produces and distributes a range of high quality and award winning vintage English sparkling wines from grapes grown in its own vineyards in Kent and West Sussex. The Gusbourne business was founded by Andrew Weeber in 2004 with the first vineyard plantings at Appledore in Kent. The first wines were released in 2010 to critical acclaim. Following additional vineyard plantings in 2013 and 2015 in both Kent and West Sussex, Gusbourne now has 93 hectares of mature vineyards. The NEST visitor centre was opened next to the winery in Appledore in 2017, providing tours, tastings and a direct outlet for our wines. Right from the beginning, Gusbourne's intention has always been to produce the finest English sparkling wines. Starting with carefully chosen sites, we use best practice in establishing and maintaining the vineyards and conduct green harvests to ensure we achieve the highest quality grapes for each vintage. A quest for excellence is at the heart of everything we do. We blind taste hundreds of samples before finalising our blends and even after the wines are bottled, they spend extended time on their lees to add depth and flavour. Once disgorged, extra cork ageing further enhances complexity. Our winemaking process remains traditional, but one that is open to innovation where appropriate. It takes four years to bring a vineyard into full production and a further four years to transform those grapes into Gusbourne's premium sparkling wine. Gusbourne's luxury brand enjoys premium price positioning and is distributed in the finest establishments both in the UK and abroad. Our wines can be found in leading luxury retailers, restaurants, hotels and stockists, always being aware that where we are says a lot about who we are.

WH Ireland CEO, Phillip Wale presents an overview of 2023 full-year results for the year ended 31 March 23. 00:00 - Opening 00:20 - Introduction 00:36 - Financial highlights 01:40 - Divisional review: Wealth Management 02:58 - Divisional review: Capital Markets 04:25 - Outlook 05:10 - Summary W.H. Ireland Group Plc is a United Kingdom-based holding company. The Company offers financial services, through its two operating subsidiaries, WH Ireland Limited and Harpsden Wealth Management Limited. The Company operates through two segments: Wealth Management (WM) and Capital Markets (CM). The Company's WM segment offers investment management advice and services to individuals and contains its Wealth Planning business, giving advice on and acting as intermediary for a range of financial products. Its CM segment provides corporate finance and corporate broking advice and services to companies and acts as nominated adviser (Nomad) to clients traded on the alternative investment market (AIM) and also contains its institutional sales and research business, which carries out stockbroking activities on behalf of companies as well as conducting research into markets of interest to its clients. This segment offers day-to-day corporate advice, broking, trading, and equity research.

David Cicurel, CEO, Brad Ormsby, CFO, Mark Lavelle, COO and Tim prestige, Group Business Development Director present Half Year results for the six months ended 30th June 2023, followed by Q&A. Solid organic and acquisition growth and a 23% increase to interim dividend. David Cicurel, CEO 00:16 - Introduction 00:38 - About Judges Scientific 05:10 - Aqcuisition criteria 06:52 - The Judges Group 07:56 - HY23 Highlights Brad Ormsby, CFO 10:42 - HY23 Financial Highlights 14:30 - Group performance 15:45 - Order intake 17:31 - Profit Bridge 18:26 - Balance Sheet & Cashflow 21:19 - Diversification 21:53- Financial history David Cicurel, CEO 22:47 - Growth Drivers 23:20 - Henniker acquisition 24:06 - Bossa Nova Vision acquisition Mark Lavelle, COO 25:46 - Post aquisition strategy Tim Prestige, GBDD 31:13 - Post aquisition strategy continued David Cicurel, CEO 38:19 - Outlook 39:40 - Investement case 40:52 - Q&A Judges Scientific plc (AIM: JDG), is a group focused on acquiring and developing companies in the scientific instrument sector. The Group now consists of 22 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.

Eagle Eye CEO, Tim Mason and CFO, Lucy Sharman-Munday present Full Year results for the year ended 30 June 2023. An exceptional year of growth, delivering revenue and profits ahead of initial expectations. Tim Mason, CEO 00:16 - Introduction 02:55 - FY23 Highlights 03:48 - About Eagle Eye Lucy Sharman-Munday, CFO 07:44 - FY23 Financial highlights 09:25 - Customer strategy 12:09 - International growth 12:48 - income statement 15:35 - Net cash bridge 16:46 - Innovation 19:05 - ESG Tim Mason, CEO 21:15 - Strategy overview 24:43 - M&A and Untie Nots 26:35 - AI Opportunity 30:35 - 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 100 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 2023, the Group acquired France-based Untie Nots, an AI-powered personalised promotions business, adding Carrefour, E. Leclerc, Auchan and other leading brands to its European customer base.

Mark Dickinson, Chief Executive Officer, Paul Connor, Chief Financial Officer and David Cockshott, Chief Commercial Officer present half-year results for the six-months ended 30 June 2023. Mark Dickinson, Chief Executive Officer 00:16 - Introduction 00:32 - About Inspired 07:42 - H1 2023 Financial highlights Paul Connor, Chief Financial Officer 08:30 - Assurance services performance 10:19 - ESG Services performance 11:12 - Optimisation services performance 12:12 - Software services performance 13:07 - H1 Group performance 14:10 - Income statement 14:39 - Cashflow 15:53 - Balance sheet David Cockshott, Chief Commercial Officer 17:17 - Strategy Update Mark Dickinson, Chief Executive Officer 21:24 - M&A 22:23 - FY23 Outlook 23:20 - Summary 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.

Fintel Joint CEO's Matt Timmins and Neil Stevens, and CFO, David Thompson present interim results for the six months ended 30 June 2023. Matt Timmins, Joint-CEO 00:16 - Introduction 00:44 - About Fintel 06:50 - FY23 Core business highlights 08:39 - Investments David Thompson, CFO 10:11 - HY23 Financial highlights 13:30 - Revenue split 14:28 - Core business performance 16:31 - Overall performance 16:57 - Cashflow 19:28 - Financial Summary Neil Stevens, Joint-CEO 20:04 - Divisional highlights 25:21 - Aquisitions & investments 29:42 - Current trading & 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