PIWORLD Investor Podcasts

Wynnstay CEO, Gareth Davies and FD, Paul Roberts present the final results for the year ended 31 October 2022. They were record results and Wynnstay are well-positioned for FY 2023. Gareth Davies, CEO 00:16 - Introduction 00:42 - Business overview 04:41 - Full year highlights Paul Roberts, FD 07:07 - Financial highlights 11:39 - Financial track record 12:22 - Income statement 13:08 - Balance sheet 14:22 - Cashflow 16:16 - Segmental analysis Gareth Davies, CEO 16:53 - Trading environment 18:56 - Agrigultural Division 27:25 - Specialist Agricultural Merchanting Division 29:57 - ESG 32:24 - Summary & Outlook 34:11 - Q&A Wynnstay Group Plc is a United Kingdom-based manufacturer and supplier of agricultural products in the United Kingdom. The Company has two segments. The Agriculture segment offers animal nutrition products to the agricultural market; and seeds, fertilizers, and agricultural chemicals to arable and grassland farmers, as well as markets grains. The Specialist Agricultural Merchanting segment supplies a range of specialist products to farmers, smallholders and pet owners. It supplies feeds and nutrition products for a number of sectors including, dairy, beef, sheep, pig and poultry, with a range of products to suit the needs of individual farmers. It is a producer of cereal seeds and a range of grass seed mixtures in the United Kingdom. It supplies fertilizer in the United Kingdom. Its subsidiaries include Glasson Group (Lancaster) Limited, Glasson Grain Limited, Wynnstay (Agricultural Supplies) Limited, Youngs Animal Feeds Limited, GrainLink Limited and Tamar Milling Limited (Tamar).

Following completion of the acquisition of personalised promotions business, Untie Nots in January 2023, the Eagle Eye and Untie Nots management team provide a deep dive into the Untie Nots offering, its products and how the two businesses will work together. Malcolm Wall, Chairman 00:16 - Introduction & agenda Tim Mason, CEO 02:09 - Overview of Eagle Eye 07:24 - International expansion Lucy Sharman-Munday, CFO 08:17 - H1 FY23 Trading Tim Mason, CEO 11:21 - Strengths of Untie Nots Lucy Sharman-Munday, CFO 17:31 - Untie Nots financials & KPI's Cédric Chéreau, Co-Founder, Untie Nots 22:03 - About Untie Nots Zayed Jamoussi, Co-Founder, Untie Nots 24:23 - About Untie Nots cont. 28:56 - The Untie Nots solution Cédric Chéreau, Co-Founder, Untie Nots 37:28 - The business model Tim Mason, CEO 43:24 - Eagle Eye & Untie Nots combined About Eagle Eye Eagle Eye is a leading SaaS technology company transforming marketing by creating digital connections that enable personalised performance marketing in real time through coupons, loyalty, apps, subscriptions and gift services. Eagle Eye AIR enables the secure issuance and redemption of digital offers and rewards at scale, across multiple channels, enabling a single customer view. The Group creates a network between merchants, brands and audiences to enable customer acquisition, interaction and retention at lower cost whilst driving marketing innovation. The Company's current customer base comprises leading names in UK Grocery, Retail, Leisure and Food & Beverage sectors, including Asda, Sainsbury's, Tesco, Waitrose and John Lewis & Partners, Virgin Red, JD Sports, Pret A Manger, Greggs, Mitchells & Butlers, PizzaExpress; in North America, Loblaws, Shoppers Drug Mart, Southeastern Grocers and Staples US Retail and in Australia & New Zealand, Woolworths Group and The Warehouse Group. In January 2023, the Group acquired France based Untie Nots, a personalised promotions business, adding Carrefour, E. Leclerc, Auchan and other leading brands to its European customer base. Website - www.eagleeye.com

NWF Chief Executive, Richard Whiting, and Group Finance Director, Chris Belsham present half-year results for the period ended 30 November 2022. "We have delivered a record first half with a good performance from all three divisions in spite of an uncertain economic outlook and inflationary pressures. NWF has continued to demonstrate its resilience as a business and has significant further growth opportunities. The acquisition of Sweetfuels in December highlightsthe delivery of our growth strategy to consolidate the fragmented fuels distribution market. We have started the important winter period well and continue to focus on the long-term growth of the Group, with a clear investment strategy, which is supported by a strong financial position." Richard Whiting, Chief Executive Richard Whiting, Chief Executive 00:18 Introduction 00:34 Group overview 01:15 Results summary 02:26 Operating highlights Chris Belsham, Group Finance Director 06:36 Financial review Richard Whiting, Chief Executive 12:27 Summary of NWF 13:04 Strategy to drive shareholder return Chris Belsham, Group Finance Director 17:50 Acquisition process Richard Whiting, Chief Executive 19:45 ESG Framework 20:47 NWF proposition & investment case 21:29 Summary & outlook 22:11 Q&A About NWF Group NWF Group plc is a specialist distributor of fuel, food, and feed across the United Kingdom. The principal activities of the Company and its subsidiaries are the sale and distribution of fuel oils, the warehousing and distribution of ambient groceries, and the manufacture and sale of animal feeds. The Company's segments include Fuels, Food, and Feeds. The Fuels segment is engaged in the sale and distribution of domestic heating, industrial and road fuels. The Food segment is engaged in the warehousing and distribution of clients' ambient grocery and other products to supermarkets and other retail distribution centers. The Feeds segment is engaged in the manufacture and sale of animal feeds and other agricultural products. The Company operates through its subsidiaries, which include NWF Agriculture Limited, New Breed (UK) Limited, Boughey Distribution Limited, and NWF Fuels Limited. Information for investors, including analyst consensus forecasts, can be found on the Group's website at www.nwf.co.uk .

Accrol, CEO Gareth Jenkins, CFO, Richard Newman & Group Financial Controller (and CFO designate), Chris Welsh, present the interim results for the six months ended 31 October 2022. "There was strong progress across all businesses and products. The Group has performed well in H2 to date and is on track to achieve revenue and adjusted EBITDA growth for the year ending 30 April 2023 ("FY23") marginally ahead of expectations at £230m and £15.5m respectively." Gareth Jenkins, CEO 00:16 - Introduction 00:34 - HY22/23 Performance summary Richard Newman, CFO 02:33 - Market and revenue overview 03:47 - HY22/23 Financial summary 07:21 - Half year commercial highlights 08:28 - Half year operational highlights Gareth Jenkins, CEO 09:12 - ESG summary 11:22 - FY23 outlook 12:47 - Strategic review Chris Welsh, Group Financial Controller (and CFO designate) 16:55 - Strategic review continued Gareth Jenkins, CEO 18:29 - Summary 20:11 - 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. Following the recent acquisitions of LTC in Leicester and JD in Flint, North Wales, the Group now operates from six manufacturing sites, including four in Lancashire, which generate volumes totalling c.21.5% of the c£2.5bn UK retail tissue market. For more information, please visit www.accrol.co.uk.

STEM CEO, Timo Lehne, CFO, Andrew Beach and CTIO, Nick Folkes outline the Group’s technology improvement programme Timo Lehne, CEO 00:16 - Introduction 02:26 - Increasing efficieny and enabling growth. Nick Folkes, CTIO 07:41 - Introduction & background 08:22 - The Solution 13:25 - Candidate onboarding demo 14:22 - Platform rollout Matt McManus, Global Process Director - Sales 15:10 - The sales effectiveness program 16:25 - CRM pilot 21:39 - Data driven insights and decision making 23:45 - Follow the finisher Sunny Ackerman, President, USA 26:02 - User testomonial Andrew Beach, CFO 27:19 - Financial overview Timo Lehne, CEO 29:52 - Delivering scalable, sustainable growth 31:31 - Growth drivers About SThree SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in STEM, providing permanent and flexible contract talent to a diverse base of over 8,200 clients across 14 countries. Our Group’s c.3,100 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.

STEM CEO, Timo Lehne, and CFO Andrew Beach present Full Year results for the period ended 30 November 2022. Timo Lehne, CEO 00:16 - Introduction 02:32 - Sthree's unique model 04:35 - FY22 Highlights 05:21 - Strategic pillars Andrew Beach, CFO 08:30 - Net fee growth 09:33 - Profit 11:04 - Trading performance 11:59 - ECM model 12:51 - Regional and sector split 14:12 - FY22 productivity 14:52 - Operating profit bridge 15:50 - Net Cash position 16:44 - Full year dividend 17:17 - Order book 17:58 - Key financial takeaways Timo Lehne, CEO 18:22 - Strategic Progress 20:44 - ESG 23:01 - Outlook SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in STEM, providing permanent and flexible contract talent to a diverse base of over 8,200 clients across 14 countries. Our Group’s c.3,100 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.

Idox Chief Executive, David Meaden and CFO, Anoop Kang, present the results for the year ended 31 October 2022. "A solid performance, with strong recurring revenue and margin expansion" David Meaden, CEO 00:16 - Introduction 00:53 - Operational highlights Anoop Kang, CFO 03:20 - Financial highlights 06:04 - Public sector software 09:36 - EIM 10:40 - Income statement 12:20 - Net debt movement 13:56 - Balance sheet 14:55 - Future Guidance David Meaden, CEO 16:24 - Strategy and Operations 18:09 - Focus on growth 20:02 - M&A 23:27 - ESG 26:32 - Outlook 27:58 - Q&A Idox PLC is a United Kingdom-based company, which supplies specialist information management software and solutions to the public and asset intensive sectors. The Company operates primarily in the United Kingdom, the United States of America, Europe and Australia. It offers computer aided facilities management, transport network management and electoral services. The Company provides applications to the United Kingdom local government for core functions relating to land, people and property, including planning systems and election management software. Its segments include Public Sector Software (PSS) and Engineering Information Management (EIM). PSS segment delivers specialist information management solutions and services to the public sector. The EIM segment delivers engineering document management and control solutions to asset intensive industry sectors. It is also engaged in cloud-native land mapping software and geospatial information services (GIS) data business.

Vertu CEO, Robert Forrester, runs through the Helston Garages Group Ltd acquisition, including the strategic rationale, the positive earnings and free cash flow accretion, and the acquisition structure and financing details. Vertu Motors completed the acquisition on 19th December 2022. 00:00 - Opener 00:16 - Introduction 00:30 - Group strategy 01:01 - Acquisition highlights 04:28 - Overview of Helston Garages Group 05:42 - Financial impact 07:48 - Acquisition structure and metrics 10:16 - Conclusion Vertu Motors is the fourth largest automotive retailer in the UK with a network of 192 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 188 franchised sales outlets and 4 non-franchised sales operations from 142 locations across the UK. Vertu's Mission Statement is to "deliver an outstanding customer motoring experience through honesty and trust". Vertu Motors Group websites - https://investors.vertumotors.com/ / www.vertucareers.com Vertu brand websites - www.vertumotors.com / www.bristolstreet.co.uk / www.vertuhonda.com / www.vertutoyota.com / www.macklinmotors.co.uk / www.vertumotorcyles.com

WH Ireland’s CEO Phillip Wale presents a short overview of the Group’s half year results for the six months ended 30 September 2022. Phillip Wale, CEO 00:16 - Introduction 00:36 - Financial highlights 01:37 - Wealth management 02:49 - Capital markets 4:00 - Current trading and outlook WH Ireland Group plc is a holding company. The Company’s principal activities are the provision of wealth management and corporate finance advice, research, products and services to the private clients, and small and medium sized companies. It operates through two segments, which include Private Wealth Management and Corporate Broking. The Private Wealth Management 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. The Corporate Broking segment provides corporate finance and corporate broking advice and services to the companies, and acts as nominated advisor to clients listed on the Alternative Investment Market (AIM). The Corporate Broking segment 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.

Ali Hall & Julie Lavington, Co-CEOs & Co-Founders, and Steve Dilks, CEO, present Sosandar's interim results & trading update for the six months ending 30th September 2022. Continued revenue growth of +72%, delivering the Company's second six-month period of positive PBT. Momentum has continued into the second half of the financial year with record sales months in October and November, trading in line with market expectations for the full financial year. 00:00 Opening Ali Hall, Co-CEO & Co-Founder 00:17 Introduction Julie Lavington, Co-CEO & Co-Founder 00:45 Highlights of the period Steve Dilks, CEO 01:18 Financial highlights 03:17 Overheads 05:04 KPI's Julie Lavington, Co-CEO & Co-Founder 06:43 Customer acquisitions Steve Dilks, CEO 07:48 Income statement 08:16 Balance sheet Ali Hall, Co-CEO & Co-Founder 10:16 Current trading Julie Lavington, Co-CEO & Co-Founder 11:07 Factors driving growth Ali Hall, Co-CEO & Co-Founder 11:47 Vision & ambition Julie Lavington, Co-CEO & Co-Founder 11:59 UK addressable market Ali Hall, Co-CEO & Co-Founder 12:17 Product range 13:04 All categories in growth Julie Lavington, Co-CEO & Co-Founder 14:18 Marketing plan Ali Hall, Co-CEO & Co-Founder 15:34 Growth through own site & third parties Steve Dilks, CEO 16:15 Operationl bandwidth for growth Julie Lavington, Co-CEO & Co-Founder 18:29 Outlook 19:13 Q&A About Sosandar plc 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 and N Brown. 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