PIWORLD Investor Podcasts

SThree plc, the only global pure-play specialist staffing business focused on Science, Technology, Engineering and Mathematics ('STEM') skills, hosted the first in a series of investor briefings providing insight into the Group’s markets, strategy and operations. Here, CEO Timo Lehne and CFO, Andrew Beach cover the Group’s unique market position and long-term structural growth drivers. Timo Lehne, CEO 00:16 Introduction 02:21 - SThree's unique model Andrew Beach, CFO 05:09 - Ambitions for FY 2024 Timo Lehne, CEO 05:50 - Achieving these ambitions 06:58 - The global STEM market 08:32 - The demand for STEM skills Andrew Beach, CFO 09:30 - Digitalisation Christiane Hontheim, Client relationship manager 11:30 - SThree and Bosch Andrew Beach, CFO 14:28 - Decarbonisation 16:35 - Research-led healthcare Timo Lehne, CEO 18:27 - Demographic changes 20:20 - Shifting attitudes to work Andrew Beach, CFO 22:20 - Flexible Talent Andreas Lehr, Programme manager, Akzonobel 25:31 - Working with SThree Andrew Beach, CFO 29:00 - Performance Timo Lehne, CEO 30:28 - Discipline and focus 31:03 - Market investment model 33:41 - Positioned to win in a changing world 35:20 - SThree video SThree plc brings skilled people together to build the future. We are the only global STEM 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 8,000 clients across 14 countries. Our Group’s c.2,900 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.

DotDigital CEO, Milan Patel and CFO, Alistair Gurney give an overview of the results for the period ended 30 June 2022. Milan Patel, CEO 00:16 - Summary of the year 01:48 - Operational progress 04:32 - The Market Alistair Gurney, CFO 06:04 - First impressions 07:04 - Financial Highlights Milan Patel, CEO 08:10 - Outlook Dotdigital Group Plc is a United Kingdom-based company that is engaged in providing intuitive software as a service (SaaS) via an omnichannel marketing automation and customer engagement platform services to digital marketing professionals. The Company's dotdigital Engagement Cloud is a SaaS marketing platform that enables companies to create, test and send data-driven automated campaigns across channels, including email, SMS, social, advertising, mobile, Web and offline. The Company’s technology integrates with e-commerce and customer relationship management (CRM) platforms to create a robust marketing engine that supports insight-driven activities and improves business growth. The Company operates primarily in Europe, Middle East, and Africa (EMEA), North America and Asia-Pacific (APAC). The Company's subsidiaries include Dotdigital EMEA Limited, Dotdigital Inc, Dotdigital APAC Pty Limited, Dotdigital B.V. and others.

Tracsis CEO, Chris Barnes and CFO, Andy Kelly, present full-year 2022 results for the period ended 31 July 2022, followed by investor questions. In summary, Chris Barnes says, "I am pleased with the progress the Group has made this year in executing its growth strategy. We have delivered a financial performance aligned to our long-term strategic growth plan, with high levels of organic and acquisitive growth. Our Rail Technology and Services Division has won several multi-year software contracts, and in Data, Analytics, Consultancy and Events we have seen a strong post-Covid recovery in activity levels. We have a growing pipeline of opportunities in both Divisions, and we have expanded our addressable markets including our first direct entry into the large and growing North America rail market with the acquisition of RailComm. The post-acquisition performance of this business has been particularly pleasing, with good revenue and profit performance, new orders secured for its core products, and an encouraging level of interest in products from elsewhere in the Group that are already well established in the UK. These opportunities leave us well placed to deliver further growth. The UK rail industry's transition to a new Great British Railways structure is ongoing and the overall objective is to create a data-driven, customer-focused, safety-critical future for the industry. Digital transformation will play a significant role in the industry's transition and our range of rail technology products and services is well-placed to help the rail industry deliver operational performance improvements and efficiency savings. We continue to invest in implementing a more integrated operating model to help us to execute our growth strategy. I was particularly pleased to see the launch of the OneTracsis leadership development programme during the year, which is an important initiative as part of our commitment to investing in developing our people and growing the next generation of leaders in our business. We are also making good progress in implementing a single groupwide IT operating model, under the direction of an experienced technology leader who has been recruited to further enhance senior management bandwidth. Tracsis is fully committed to delivering sustainable growth that benefits the communities in which we, and our customers, operate. The Group's products and services are well aligned with this vision, and support our customers in delivering positive environmental and social outcomes. This year we have formalised our sustainability strategy and set ourselves the ambition of being carbon neutral by 2030 for scope 1 and scope 2 emissions from Tracsis operations. Q1 trading is in line with the Board's expectations. We are confident that there are strong growth prospects for all parts of our Group and therefore remain committed to implementing our overall strategic growth and investment plans. We will continue to pursue organic and acquisitive growth supported by a strong balance sheet." Chris Barnes, CEO 00:17 Introduction 00:54 About Tracsis 02:15 FY22 highlights 04:59 Operational improvements Andy Kelly, CFO 08:11 Financial highlights 09:57 Revenue 13:18 Income statement 15:25 Cashflow Chris Barnes, CEO 17:11 Growth strategy update 18:55 Operational performance software 21:06 Remote condition monitoring 22:51 Smart ticketing & delay repay 24:02 Risk management/safety software 25:06 Data analytics & GIS Andy Kelly, CFO 26:20 North America 28:01 Growth opportunities 30:59 Addressable market 31:46 ESG Chris Barnes, CEO 33:14 Outlook – Rail 36:05 Outlook – Smart ticketing 37:36 Conclusion 38:53 Q&A Demonstration videos of the Group's TRACS Enterprise, Remote Condition Monitoring, Smart Ticketing, and Safety and Risk Management rail technology products are available to view here: https://tracsis.com/investors/investors-day/rail-technology-product-demonstration-for-investors/ Tracsis plc is a United Kingdom-based technology company engaged in providing software and hardware products, and consultancy services for the rail industry. The Company is also engaged in the business of providing data capturing, data analytics, and event transport planning and management services across the transport industry. The Company’s segments include Rail Technology & Services and Data, Analytics, Consultancy & Events. The Rail Technology & Services segment includes operational performance software, remote condition monitoring hardware and software, risk management and safety software and smart ticketing and customer experience software. The Data, Analytics, Consultancy & Events segment offers traffic data collection and event planning & traffic management, and data and analytics and consultancy services. The Company offers a range of products and services for the rail industry, such as software, hosting services, remote condition monitoring. https://tracsis.com/investors/

Aquis Exchange PLC, the exchange services group, Capital Markets Day for analysts and investors to learn more about the evolution of the Group's strategy and ambition with a focus on its state of the art exchange trading technology. Glen Collinson, Non-Executive Chairman 00:16 - Introduction Alasdair Haynes, CEO 03:50 - The Evolution of Aquis Exchange PLC Richard Fisher, CFO 17:09 - The Revenue Story Adrian Ip, Managing Director 21:53 - Next generation stock exchange. David Stevens, Chief Revenue Officer 37:30 - AQX David Stevens, Chief Revenue Officer & Philip Olm, General Counsel 47:50 - AQSE Alasdair Haynes, CEO 56: 08 - Conclusion   About Aquis Exchange PLC Aquis Exchange PLC and its subsidiaries are an exchange services group, which operate a pan-European cash equities trading businesses (Aquis Exchange), a growth and regulated primary market (Aquis Stock Exchange/AQSE) and develop/license exchange software to third parties (Aquis Technologies). Aquis Exchange is authorised and regulated by the UK Financial Conduct Authority and France's Autorité des Marchés Financiers to operate Multilateral Trading Facility businesses in the UK/Switzerland and in EU27 respectively. Aquis Exchange operates lit and dark order books, covering 16 European markets. For its lit books, Aquis Exchange uses a subscription pricing model which works by charging users according to the message traffic they generate, rather than a percentage of the value of each stock that they trade and does not allow aggressive non-client proprietary trading, which has resulted in lower market impact and signalling risk on Aquis Exchange than other trading venues in Europe. Aquis Stock Exchange (AQSE) is a stock market providing primary and secondary markets for equity and debt products. It is authorised as a Recognised Investment Exchange, which allows it to operate a regulated listings venue. The AQSE Growth Market is divided into two segments 'Access' and 'Apex', with different levels of admission criteria. The Access market focuses on earlier stage growth companies, while Apex is the intended market for larger, more established businesses. Aquis Technologies is the software and technology division of Aquis Exchange PLC. It creates and licenses cutting-edge, cost-effective matching engine and trade surveillance technology for banks, brokers, investment firms and exchanges. Aquis Exchange PLC is quoted on the Aquis Stock Exchange and on the Alternative Investment Market of the LSE (AIM) market. For more information, please go to www.aquis.eu

Tracsis CEO, Chris Barnes and CFO, Andrew Kelly, give an overview of the Full Year results for the period ended 31 July 2022. Chris Barnes, CEO 00:20 Overview of the year Andrew Kelly, CFO 01:40 Financial highlights Chris Barnes, CEO 04:36 Operational progress Andrew Kelly, CFO 06:50 RailComm acquisition Chris Barnes, CEO 08:16 Outlook Tracsis plc is a United Kingdom-based technology company engaged in providing software and hardware products, and consultancy services for the rail industry. The Company is also engaged in the business of providing data capturing, data analytics, and event transport planning and management services across the transport industry. The Company’s segments include Rail Technology & Services and Data, Analytics, Consultancy & Events. The Rail Technology & Services segment includes operational performance software, remote condition monitoring hardware and software, risk management and safety software and smart ticketing and customer experience software. The Data, Analytics, Consultancy & Events segment offers traffic data collection and event planning & traffic management, and data and analytics and consultancy services. The Company offers a range of products and services for the rail industry, such as software, hosting services, remote condition monitoring.

Eneraqua Technologies, a specialist provider of energy and water efficiency solutions, present the interim results for the six months ended 31 July 2022, by Mitesh Dhanak, CEO & Iain Richardson, CFO. They see a 92% uplift in H1 revenue and full revenue cover for FYJan23, whilst their investment in people and infrastructure underpins their growth strategy. Mitesh Dhanak, CEO 00:16 - Introduction 00:32 - Executive Summary 01:29 - Overview of Eneraqua Technologies 02:12 - Technology IP 03:49 - Growth drivers 08:11 - Operational and Strategic highlights Iain Richardson, CFO 09:37 - Financial highlights 11:37 - Group Revenue 12:50 - Income statement 14:19 - Balance sheet 16:15 - Cashflow 16:24 - Key commercial risks and mitigation Mitesh Dhanak, CEO 17:14 - Investing in people 18:35 - Cenergist Energy & Cenergist water Iain Richardson, CFO 23:33 - Growth Strategy Mitesh Dhanak, CEO 24:56 - Summary and Outlook 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 144 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

Sosandar’s Joint CEOs, Julie Lavington, Ali Hall and CFO, Steve Dilks outline the H123 highlights followed by questions. 00:18 Introduction and overview, Julie Lavington, Joint CEO 01:23 Strategy highlights, Ali hall, Joint CEO 02:56 Macroeconomic backdrop, Julie Lavington, Joint CEO 04:14 Financial overview, Steve Dilks, CFO 06:26 Outlook, Julie Lavington, Joint CEO 07:25 Questions 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

Eneraqua CEO, Mitesh Dhanak, and CFO, Iain Richardson, present an overview of the interim results for the six months ended 31 July 2022. Mitesh Dhanak, CEO 00:25 Executive summary Iain Richardson, CFO 01::25 Financial highlights Mitesh Dhanak, CEO 02:34 Strategy update 05:44 The outlook 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 116 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

University undergraduates pitch their best UK small-cap stock pick to leading Fund Managers Andy Brough, Schroders, Judith MacKenzie, Downing, and Stephen English, Stellar Asset Management. Who sells it to the City and wins The Day in the Life of a Fund Manager with Schroders, Andy Brough? Here, one of Schroders’ stocks, CPP, comes under scrutiny and Andy gives his comments. There is lots of banter between the fund managers. All the presentations are excellent, with wonderful education and insight from the Fund Managers with the suggestions of elements which would strengthen their investment case. 00:18 Introduction 02:20 Ralph Atkinson, Twikker Fund, Sheffield University pitches CPP (CPP) 12:30 Q&A CPP (CPP) 26:19 Kai Pannwitz, St Andrews University pitches Vector Capital (VCAP) 35:18 Q&A Vector Capital (VCAP) 47:30 Rachel Lyu, Cutty Sark Investment Society, Clare College, Cambridge University pitches Norcros (NXR) 56:52 Q&A Norcros (NXR) 01:12:50 The scores and the Winner Many thanks to both the undergraduates and the Fund Managers for their time and effort on this. Please get in touch if you are an undergraduate who would be interested to take part in Sell it to The City, contact us here. You will find many more educational videos from Fund Managers’ stock selection to successful HNW investors winning formulas here.

Vertu Motors Chief Executive, Robert Forrester and CFO, Karen Anderson, present interim results for the six months ended 31 August 2022, where they anticipate the full year profits to be ahead of expectations. Robert Forrester, CEO 00:16 - Introduction 00:25 - Vertu Motors at a glance 01:19 - Highlights 02:57 - Financial KPI's Karen Anderson, CFO 03:42 - Income statement 04:27 - Profit Bridge 05:24 - Inflationary headwinds and Energy Costs 08:52 - Cash Flow 09:26 - Capital Allocation Discipline 10:31 - Balance Sheet Robert Forrester, CEO 11:58 - Group Strategy 12:53 - Market Trends 15:16 - Sales & Aftersales Performance 19:10 - Digitalisation 20:51 - Colleague Focus 22:53 - Current Trading and Outlook 25:23 - Summary 26:04 - Q&A Vertu Motors plc is an automotive retailer in the United Kingdom. The Company operates franchised motor dealerships offering sale, servicing, parts and bodyshop facilities for new and used car and commercial vehicles. The Company operates many of its dealerships as Bristol Street Motors. It also operates a range of franchise dealerships, such as Volkswagen, Land Rover, Audi, Mercedes-Benz and Jaguar. The Company offers products, such as new and used cars, vans, trucks, motorcycles, fleet vehicles, and parts and accessories. It also specializes in the online sale of car wiper blades and other associated products. Its brands include Bristol Street Motors, Macklin Motors, Vertu Motors, Car Credit Assured, What Car? Leasing, Vertu Lease Cars, Vansdirect, The Taxi Centre and Ace Parts. The Company operates approximately 160 franchised and four non-franchised operations across England and Scotland.