PIWORLD Investor Podcasts

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May 2, 2023 • 48min

The Property Franchise Group (TPFG) Full Year results 2022 - April 2023

The Property Franchise Group CEO, Gareth Samples and CFO, David Raggett present full year results for the period ended 31 December 2022. The Group achieved a strong financial performance in FY22 through organic growth in lettings and the full impact of the acquisition of Hunters Property PLC in March 2021. Revenue and Management Service Fees increased significantly against the economic backdrop, driving forward profits and earnings. Looking forward, Q1 has been slightly ahead of management's expectations with regards to both revenue and profitability and the Board remains confident of delivering growth in 2023 and beyond. Gareth Samples, CEO 00:16 - Introduction 02:41 - FY22 Highlights David Raggett, CFO 05:20 - Financial overview 08:20 - Revenue 10:16 - Cashflow 11:24 - 5 Year trends Gareth Samples, CEO 14:23 - Market update 17:58 - Growth opportunities & Initiatives 27:33 - Executive team 29:34 - Outlook 30:30 - Q&A 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
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Apr 28, 2023 • 47min

1Spatial (SPA) Full Year results presentation - April 2023

1Spatial CEO, Claire Milverton & CFO, Stuart Ritchie, present Full Year results for the year ended 31 January 2023. Claire Milverton, CEO 00:16 - Introduction 00:56 - Overview of 1Spatial 03:41 - Transformational opportunities 05:46 - Market Leading platform 07:58 - FY23 Highlights Stuart Ritchie, CFO 09:33 - Introduction 10:22 - FY23 Financial highlights 14:01 - Reccuring revenue growth 17:17 - FY24 Goals Claire Milverton, CEO 17:40 - US market opportunity 22:34 - Partners 24:50 - SaaS Solutions 31:07 - Outlook 32:52 - 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. 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
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Apr 21, 2023 • 31min

Diaceutics (DXRX) Full Year 2022 Results presentation - April 2023

Diaceutics CFO, Nick Roberts & CIO Ryan Keeling present full year results for the period ended 31 December 2022, which shows a strong trading performance with continued momentum driving strategic investment into 2023. Nick Roberts, CFO 00:16 - Introduction 01:58 - FY22 Highlights Nick Roberts, CFO & Ryan Keeling, CIO 04:46 - Enterprise engagements 06:27 - Strategy Acceleration Nick Roberts, CFO 12:26 - Revenue Growth 14:33 - P&L Statement Nick Roberts, CFO & Ryan Keeling, CIO 17:06 - Growth and scale investement Ryan Keeling, CIO 21:08 - DXRX Platform 28:24 - Outlook Diaceutics provide the world's leading pharma and life science companies with solutions and technology for the commercialisation of their precision medicines, enabled by the proprietary DXRX platform. DXRX is the world's first diagnostic commercialisation platform for precision medicine, utilising a global network of affiliate laboratories to deliver multiple pipelines of real-world healthcare data insights, advisory services and innovative platform enabled solutions.
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Apr 17, 2023 • 20min

Windward (WNWD) Full Year 2022 results presentation - March 2023

Ami Daniel, CEO, Ofer Segev, CFO & Irit Singer, Chief Marketing Officer present full year results for the year ended 31 December 2022, delivering on growth strategy with a growing base of high-margin, recurring revenues. Ami Daniel, CEO 00:16 - Introduction 00:25 - FY22 highlights 01:07 - Philosophy and DNA Irit Singer, Chief Marketing Officer 02:25 - Core product and markets Ami Daniel, CEO 03:31 - FY22 strategy highlights 06:23 - Windward's platform 07:09 - Market Opportunity Irit Singer, Chief Marketing Officer 07:50 - Growth Strategy Ofer Segev, CFO 09:04 - ACV and customer growth 09:20 - KPI's and key metrics 10:47 - Diversification 11:26 - P&L 12:20 - Cash Flow 13:16 - Balance Sheet Ami Daniel, CEO 13:34 - Industry drivers 14:55 - Innovation and efficiency Irit Singer, Chief Marketing Officer 15:56 - Growing brand awareness Ami Daniel, CEO 17:38 - Outlook Windward (LSE:WNWD), a publicly-traded company on the London Stock Exchange, is a leading Maritime AI company, enabling organizations to achieve business and operational readiness. Windward's AI-powered solution allows stakeholders including banks, commodity traders, insurers, and major energy and shipping companies to make real-time, predictive intelligence-driven decisions, providing a 360° view of the maritime ecosystem and its broader impact on safety, security, finance, and business. For more information visit: https://windward.ai/.
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Apr 14, 2023 • 43min

Tracsis (TRCS) Interim results presentation - April 2023

Chris Barnes, CEO & Andrew Kelly, CFO present the interim results for the six months ended 31 January 2023, followed by Q&A. The first half performance was in with expectations. With strong revenue and adjusted EBITDA growth, underpinned by strong rail technology recurring revenue growth in both the UK and North America. Chris Barnes, CEO 00:16 - Introduction 02:43 - H1 2023 Highlights Andrew Kelly, CFO 07:29 - Financial highlights 10:22 - Divisional performance 12:58 - Cash position Chris Barnes, CEO 14:06 - Growth Strategy Chris Barnes, CEO & Andrew Kelly, CFO 15:46 - Growth case studies Andrew Kelly, CFO 26:32 - ESG Update Chris Barnes, CEO 27:58 - Summary & Outlook 33:57 - 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 principle 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
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Apr 12, 2023 • 19min

Sosandar (SOS) FY23 Trading Update call - April 2023

Sosandar's joint CEO's Julie Lavington, Ali Hall and CFO, Steve Dilks outline the FY23 highlights followed by Q&A. A milestone year, delivering revenue up 44% YoY and first full year of profitability. Julie Lavington, Joint CEO 00:16 - Introduction & Overview Ali hall, Joint CEO 02:04 - Strategic highlights Steve Dilks, CFO 04:10 - Financial highlights 06:22 - Outlook 07:32 - Q&A Sosandar is one of the fastest growing women's fashion brands in the UK targeting style conscious women who have graduated from 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 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 brand partnerships in place with Next, John Lewis, Marks & Spencer, The Very Group, JD Williams and J Sainsbury. Sosandar's strategy is to continue growing brand awareness and expand its customer database, whilst also further driving its high levels of customer retention. This is achieved through its exceptional products, seamless customer experience and impactful, lifestyle marketing activities all of which is underpinned by combining innovation with data analysis. Sosandar was founded in 2016 and listed on AIM in 2017. More information is available at www.sosandar-ir.com
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Apr 12, 2023 • 37min

Inspired (INSE) Full Year 2022 presentation - March 2023

Inspired CEO, Mark Dickinson, CFO, Paul Connor and CCO, David Cockshott present the full year results for the period ended 31 December 2022. Mark Dickinson, CEO 00:16 - Introduction 00:59 - Macro themes 03:19 - Business divisions 04:49 - FY22 Financial highlights Paul Connor, CFO & David Cockshott, CCO 05:27 - Divisional performance Paul Connor, CFO 14:14 - Group financial performance 15:33 - FY22 Cash Flow 16:41 - FY22 Balance Sheet 17:32 - M&A approach Mark Dickinson, CEO 19:30 - ESG products David Cockshott, CCO 24:05 - Market opportunity 28:23 - Clients & Case Studies Mark Dickinson, CEO 33:24 - Summary and outlook Inspired PLC is a United Kingdom-based technology-enabled service provider supporting businesses in their drive to reduce energy consumption, deliver net-zero, control energy costs and manage their response to climate change. The Company operates in three divisions: Inspired ESG, Inspired Energy, and Inspired Software. The Inspired ESG division delivers end-to-end solutions for investors and corporate businesses to make ESG disclosures and transform them into ESG impacts. The Inspired Energy division delivers energy, water and sustainability assurance and optimization services. The Inspired Software division delivers technology and software solutions that underpin the services provided by the Company and makes them available to third parties. It provides energy advisory and sustainability services. Inspired Energy provides a range of services, such as procurement, cost control, on-site generation, monitoring and targeting, site operations management, compliance, and optimization.
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Apr 3, 2023 • 7min

Tracsis (TRCS) Interim results overview - April 2023

Chris Barnes, CEO & Andrew Kelly, CFO give an overview of the interim results for the six months ended 31 January 2023. Chris Barnes, CEO 00:23 - Group Highlights Andrew Kelly, CFO 01:45 - Financial highlights Chris Barnes, CEO 04:07 - Operational progress Andrew Kelly, CFO 05:20 - 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 principle 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
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Mar 30, 2023 • 9min

Secure Trust Bank (STB) Full Year 2022 overview - March 2023

David McCreadie, CEO, gives an overview of Secure Trust Bank's (STB) Full Year 2022 results and outlook for the short and medium term. 00:23 Secure Trust Bank and the macro backdrop 01:18 Highlights of the period 06:40 ESG 07:35 Summary & outlook Secure Trust Bank PLC is a United Kingdom-based retail bank. The Company operates through four segments: Real Estate Finance, Commercial Finance, Vehicle Finance and Retail Finance. Its Real Estate Finance segment is engaged in lending on portfolios of residential property as well as the development of new build property. Commercial Finance segment offers lending, which is predominantly against receivables, that is qualifying invoices under invoice discounting and factoring services. Its Vehicle Finance segment offers hire purchase lending for used cars primarily to prime and near-prime customers, and personal contract purchase lending into the consumer prime credit market, both secured against the vehicle financed. Its Retail Finance segment offers online service to retailers, providing unsecured prime lending products to the United Kingdom customers of its retail partners to facilitate the purchase of a range of consumer products. www.securetrustbank.co.uk   Video produced by BRR Media. Distributed by PIWORLD.
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Mar 29, 2023 • 31min

Tribal (TRB) Full Year 22 Results presentation - March 23

Mark Pickett, CEO & Diane McIntyre, CFO, present preliminary results for the year ended 31 December 2022. Mark Pickett, CEO 00:18 Introduction 00:41 Tribal at a glance 02:58 Overview and highlights 05:48 Growing a global SAAS business 07:34 Strategy in action: High level of new wins 10:02 Strategy in action: Key projects in 2022 Diane McIntyre, CFO 12:20 Financial performance 14:26 Segments: Student Information Systems (SIS) and Education Services (ES) 15:38 SIS: Core revenue growth 17:15 SIS ARR: Continued high growth in Cloud and Edge 19:23 Cashflow 20:26 SIS: Edge product development Mark Pickett, CEO 20:50 Strategy update: Market & Drivers for long term growth 24:55 Tribal offerings: A modern student information system 26:14 Building world class cloud sales, delivery & support 29:39 Summary & outlook for FY2023 Tribal Group plc is a United Kingdom-based holding company. The Company is engaged in providing education-related systems, solutions and consultancy services. The Company provides cloud-based, student information software and services to customers. The Company is an education software and services provider. The Company operates through two segments: Student Information Systems and Education Services. The Student Information Systems segment represents the delivery of software and maintenance and support services and the activities through which it deploys and configures its software for its customers, including software solutions, asset management and information managed services. The Education Services segment represents inspection and review services that support the assessment of educational delivery, and a portfolio of performance improvement tools and services, including analytics. Its geographical location includes the United Kingdom, Australia and North America

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