PIWORLD Investor Podcasts

Sosandar Co-CEO's, Julie Lavington and Ali Hall, and CFO, Steve Dilks present Half Year results and a Trading Update, followed by Q&A. Julie Lavington, Co-CEO 00:16 - Introduction 00:29 - Autumn Trading Highlights Steve Dilks, CFO 01:35 - P&L 03:36 - Balance Sheet 05:02 - Cash Flow 05:47 - Current trading 07:15 - Website KPI's Julie Lavington and Ali Hall, Co-CEO's 09:02 - Addressable market 09:37 - Strategic Goals 10:14 - Product 10:51 - Sales performance 12:13 - Multi-channel strategy Julie Lavington, Co-CEO 17:40 - Summary & Outlook 18:43 - 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, Marks & Spencer and J Sainsbury. 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

Begbies Traynor Group Executive Chairman, Ric Traynor and Group Finance Director, Nick Taylor present half year results for the six months ended 31 October 2023, followed by Q&A. Ric Traynor, Executive Chairman 00:16 - Introduction 01:22 - H1 Highlights Nick Taylor, Group Finance Director 02:14 - H1 financial highlights 03:22 - Acquisition related items 04:52 - Operating performance 07:11 - Segment peroformance 07:37 - Cash flow 08:42 - Financial outlook Ric Traynor, Executive Chairman 09:48 - UK insolvency market 13:17 - Property services 16:31 - Investment in people 17:41 - Summary and Outlook 19:08 - Q&A Begbies Traynor Group plc is a leading professional services consultancy, providing services from a comprehensive network of UK and off-shore locations. Our professional team include licensed insolvency practitioners, accountants, chartered surveyors, bankers and lawyers. We provide the following services to our client base of corporates, financial institutions, the investment community and the professional community: Insolvency Corporate and personal insolvency Financial advisory Business and financial restructuring; debt advisory; forensic accounting and investigations Transactional support Corporate finance; business sales agency; property agency; auctions Funding Commercial finance broking; residential mortgage broking Valuations Commercial property, business and asset valuations Projects and development support Building consultancy; transport planning Asset management and insurance Commercial property management; insurance broking; vacant property risk management Further information can be accessed via the group's website at www.ir.begbies-traynorgroup.com.

TPXimpact CEO, Björn Conway and CFO, Steve Winters present interim results for the six months ended 30 September 2023, followed by Q&A. Björn Conway, CEO 00:16 - Introduction 00:35 - H1 2024 highlights 02:49 - Business transformation strategy 05:42 - People powered transformation 06:56 - Digital transformation case studies 07:58 - Digital experience case studies Steve Winters, CFO 08:38 - H1 2024 Financial highlights 10:35 - Revenue 11:41 - EBITDA 12:21 - ESG Björn Conway, CEO 13:45 - Market conditions and outlook 17:06 - AI update 18:22 - Q&A TPXimpact exists to transform the organisations, services and systems that underpin society and that drive business success. It applies strategic and creative thinking, technology, innovative design and user-centred approaches to bring about numerous improvements which together multiply the impact of change. The Group works closely with its clients in agile, multidisciplinary teams that span organisational design, technology, and digital experiences. It shares a deep understanding of people and behaviours and a philosophy of putting people and communities at the heart of every transformation. The business is being increasingly recognised as a leading alternative digital transformation provider to the UK public services sector, with over 90% of its client base representing public services in the six months ended 30 September 2023. More information is available at www.tpximpact.com.

Braemar CEO, James Gundy, CFO, Grant Foley and COO, Tris Simmonds present results for Full Year 2023 and H1 2024, followed by Q&A. James Gundy, CEO 00:16 - Introduction 01:52 - Executive Summary 02:47 - Product offering 03:24 - Transformation plan 04:38 - Completion of independent investigation 05:13 - Revenue performance Grant Foley, CFO 05:49 - FY23 Income statement 07:38 - FY23 Revenue 08:24 - FY23 Operating expenses 09:25 - FY23 Liquidity 10:00 - FY23 KPI's 10:46 - H1 FY24 Income statement 12:55 - H1 FY24 Revenue 13:41 - H1 FY24 Operating expenses 14:02 - H1 FY24 Liquidity 14:26 - H1 FY24 KPI's Tris Simmonds, COO 15:19 - Growth Opportunities 18:16 - Successful acquisitions 19:29 - Securities 20:34 - FY25 Growth opportunities James Gundy, CEO 22:33 - Summary & Outlook 25:47 - Q&A Braemar provides expert advice in shipping investment, chartering, and risk management to enable its clients to secure sustainable returns and mitigate risk in the volatile world of shipping. Our experienced brokers work in tandem with specialist professionals to form teams tailored to our customers' needs, and provide an integrated service supported by a collaborative culture. Braemar joined the Official List of the London Stock Exchange in November 1997 and trades under the symbol BMS. For more information, visit www.braemar.com

Cerillion CEO, Louis Hall and CFO, Andrew Dickson present full year results for the year ended 30 September 2023. Louis Hall, CEO 00:16 - Introduction 01:03 - About Cerillion 05:25 - Markets and channels 10:02 - Revenue by year of customer win 10:44 - Competetive landscape 13:06 - FY 2023 highlights Andrew Dickson, CFO 18:01 - FY 2023 Key KPI's 20:08 - FY2023 financial highlights 21:56 - Cash generation 23:20 - Income statement 24:37 - Balance sheet 25:15 - Cashflow Louis Hall, CEO 25:42 - Summary & Outlook 26:27 - Q&A Cerillion has a 24-year track record in providing mission-critical software for billing, charging and customer relationship management ("CRM"), mainly to the telecommunications sector but also to other markets, including utilities and financial services. The Company has c. 80 customer installations across c. 45 countries. Headquartered in London, Cerillion also has operations in India and Bulgaria. The business was originally part of Logica plc before its management buyout, led by CEO, Louis Hall, in 1999. The Company joined AIM in March 2016.

Treatt CEO, Daemmon Reeve and CFO, Ryan Govender present results for the financial year ended 30 September 2023. Daemmon Reeve, CEO 00:16 - Introduction 00:28 - FY2023 Highlights Ryan Govender, CFO 02:05 - FY2023 Financial highlights 04:19 - Sales performance 06:01 - Gross margin performance 06:51 - Amdinistrative expenses 07:46 - Cash generation 08:42 - Group strategy Daemmon Reeve, CEO 09:25 - Facilities and infrastructure inprovement Ryan Govender, CFO 12:20 - Growth drivers 13:36 - Strategy 20:10 - 2024 guidance Daemmon Reeve, CEO 22:41 - Summary 23:49 - Q&A Treatt is a global, independent manufacturer and supplier of a diverse and sustainable portfolio of natural extracts and ingredients for the flavour, fragrance and multinational consumer product industries, particularly in the beverage sector. Renowned for its technical expertise and knowledge of ingredients, their origins and market conditions, Treatt is recognised as a leader in its field. The Group employs in the region of 400 staff in Europe, North America and Asia and has manufacturing facilities in the UK and US. Its international footprint enables the Group to deliver powerful and integrated solutions for the food, beverage and fragrance industries across the globe. For further information about the Group, visit www.treatt.com.

IG Design Group CEO, Paul Bal and CFO, Rohan Cummings present results for the six months ended 30 September 2023, followed by Q&A. Paul Bal, CEO 00:16 - Introduction 00:37 - HY2024 highlights 03:06 - HY2024 financial summary 04:17 - Category performance 05:24 - DG Americas 08:05 - DG International Rohan Cummings, CFO 11:45 - Group revenue 14:00 - Adjusted operating profit 15:19 - Profit and loss 16:25 - Cash flow Paul Bal, CEO 17:40 - New strategy 18:52 - Strategic priorities 20:56 - Strategic aspirations 22:56 - Summary and outlook 24:42 - 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.

DSW Capital CEO, James Dow, and Deputy CEO, Nicole Burstow present results for the six months to 30 September 2023, followed by Q&A. James Dow, CEO 00:16 - Introduction 02:19 - Investment case Nicole Burstow, Deputy CEO 03:14 - Current service lines 05:18 - Licensing model 10:07 - Central initiatives 13:01 - H1 FY24 highlights 15:54 - Income statement 18:02 - Balance sheet 18:48 - Cashflow statement 20:01 - KPI's James Dow, CEO 22:16 - Growth opportunities 23:40 - Service line targets 25:42 - Recruitment pipeline 27:01 - ESG 27:33 - Summary and Outlook 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 now operates licensing arrangements with 25 licensee businesses with 106 fee earners, from 12 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.

Tracsis CEO, Chris Barnes and CFO, Andrew Kelly present results for the year ended 31 July 2023, followed by Q&A. Chris Barnes, CEO 00:16 - Introduction 03:19 - FY23 Highlights 04:55 - Digital transformation Andrew Kelly, CFO 07:36 - FY23 Financial highlights 09:48 - Divisional performance 12:18 - Cash position Chris Barnes, CEO & Andrew Kelly, CFO 13:43 - Group Transformation Andrew Kelly, CFO 17:53 - Rail technology and services (UK) 20:19 - Rail Technology and services (USA) Andrew Kelly, CFO 22:46 - Professional services 24:16 - Traffic data and events 25:08 - ESG Andrew Kelly, CFO 26:24 - Research & development 29:32 - Summary and outlook 31:46 - Q&A 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 Capital Markets Event, hosted by Pod Point, a leading provider of Electric Vehicle charging solutions, which updated the market on its new focussed strategy and provided more details of its medium-term financial plans. Andy Palmer, Chief Executive Officer 00:16 - Introduction 09:08 - Powering Up strategy overview 11:24 - Core strengths and opportunities 14:34 - Market share Pilgrim Beart, VP - Grid 19:36 - Grid load management and flex Andy Palmer, Chief Executive Officer 27:41 - Priority market segments 28:19 - Strategy and transformation plan Arjan Van Rooijen, Chief Technology Officer 37:44 - Product roadmap 42:23 - Arch 5 Product demo Pilgrim Beart, VP - Grid 44:33 - Realising flex value David Wolffe, Chief Finance Officer 48:54 - Financial Outlook Andy Palmer, Chief Executive Officer 58:53 - Summary 01:01:57 - Q&A Gareth Davis, Chair & Andy Palmer, Chief Executive Officer 01:52:50 - Closing remarks 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 October 2023 the company has shipped more than 222k charge points on its network in the UK and is an official charge point supplier for major car brands. Pod Point works with a broad range of organisations and customers to offer home and commercial charging solutions. For more information, visit https://pod-point.com/