PIWORLD Investor Podcasts

WH Ireland CEO, Phillip Wale and Head of Wealth Management, Michael Bishop, present an overview of 2022 full-year results for the year ended 31 March 22. Phillip Wale, CEO 00:20 Introduction 00:59 Financial highlights Michael Bishop, Head of Wealth Management 01:26 Wealth Management highlights Phillip Wale, CEO 03:15 Capital Markets highlights 04:20 Current trading & outlook WH Ireland Group plc is a United Kingdom-based company, which provides independent financial planning advice and discretionary investment management. The Company provides various services, including compliance, human resource, finance and marketing. The Company has two principal operating subsidiaries, WH Ireland Limited and Harpsden Wealth Management Limited. WH Ireland Limited operates through two business divisions: Wealth Management (WM), which provides wealth management solutions and independent financial advisory services to retail clients; and the Capital Markets Division (CMD), which provides public and private growth capital, day-to-day and strategic corporate advice, broking, trading and equity research to funds, high net worth individuals and family offices. Harpsden Wealth Management Limited (Harpsden) provides wealth management services to retail clients.

SThree management, Timo Lehne, CEO & Andrew Beach, CFO present interim results for the half year ended 31 May 2022. Timo Lehne, Chief Executive, commented: “Our Group has generated another excellent period of growth, surpassing the milestone of £200 million of net fees in a half year, driven by a strong performance across all our regions and STEM disciplines. Our focus on flexible talent, providing our clients with both independent and employed contractors, continues to deliver, with Contract representing an increasing proportion of our net fee income. The macro challenges that we face globally - the need for digital transformation, climate change, supply chain disruption - drive an ever-increasing need for people with STEM skills. Our clients know that they can come to us for the provision of highly skilled experts, drawing on our global network and expertise. Similarly, candidates know that by coming to SThree their skills will be fully appreciated and they will have access to a huge pool of employment opportunities with dynamic organisations across the world, accelerating their professional growth. In order to build on the strength of our strategic positioning we are also constantly improving all aspects of our business operations, with further investment in our people, talent acquisition and digital infrastructure moving forward as planned. This investment is designed to underpin our long-term success, with most of the current year cost due to fall in the second half as previously signalled. Whilst we are mindful of the wider macro-economic uncertainties, the demand for STEM talent, and flexible STEM talent in particular, is structural. Our position as the number one destination for talent in the best STEM markets and our strong contractor order book underpins our continued confidence.” Timo Lehne, CEO 00:22 Introduction 00:40 STEM’s position and unique model Andrew Beach, CFO 06:15 Financial overview HY19 to HY 22 07:48 Year on year performance 10:04 ECM fees (Employed Contractor Model) 11:12 Regional and sector split 12:37 Productivity 13:20 Operating profit year on year 13:45 Cashflow 14:46 Dividend 15:03 Growth in contractor order book Timo Lehne, CEO 16:05 Strategic progress and outlook 18:27 ESG 20:36 Ambitions for 2024 23:25 Summary SThree plc is a United Kingdom-based international staffing company, which provides specialist recruitment services in the science, technology, engineering and mathematics (STEM) industries. The Company provides permanent and contract staff to sectors, including information and communication technology (ICT), banking and finance, life sciences, engineering and energy. The Company's recruitment brands include Computer Futures, Progressive Recruitment, Huxley and Real Staffing. The Company’s other brands include Global Enterprise Partners, JP Gray, Madison Black, Newington International and Orgtel. The Company's markets include Germany, the Netherlands, the United States, the United Kingdom and Japan. The Company delivers contract, permanent, projects, retained and executive search recruitment solutions.

TPX management, Neal Gandhi, CEO & Oliver Rigby, CFO present full-year results for the period ended 31 March 2022. Neal Gandhi, CEO 00:22 Agenda 00:49 FY22 Summary 02:18 Digital transformation 03:58 Clients and expertise 04:48 Holistic transformation offering 05:33 Examples of work: Welsh Ambulance Service; UNICEF; Rural Payments Agency Oliver Rigby, CFO 07:23 Financial results 15:40 ESG results & ESG activity Neal Gandhi, CEO 18:08 2023 & 2025 Commercial vision 19:48 2023 & 2025 Impact vision 20:33 The move to one brand 27:54 Current trading and outlook Neal Gandhi, CEO & Oliver Rigby, CFO 29:58 Q&A TPXimpact Holdings PLC is a United Kingdom-based technology-enabled services company. The Company provides full end-to-end digital transformation. The Company provides services, such as data and artificial intelligence (AI), technology and engineering, digital experience, organizational design and change, enterprise applications, and managed services. The Company's organizational design and change offer design, consultancy, major program delivery, policy design and implementation, local government reorganization, operating model, structures, behaviors and ways of working, and community and political engagement. Its technology and engineering services include technology advisory, strategy and architecture, cloud, software engineering, product management, end-to-end digital service delivery, intelligent automation and microservices. Its data and AI provide open data, geospatial data, data discovery and strategy, data governance, data architecture, and engineering, and data platforms

Creightons management Bernard Johnson, Group Managing Director, Eamon Murphy, Group Finance & Commercial Director, and Pippa Clark, Global Marketing Director/ Deputy MD present the full year results for the period ended 31 March 2022. Bernard Johnson, Group Managing Director 00:17 - Introduction 01:36 - Key stats from second half 03:44 - Key highlights Eamon Murphy, Group Finance and Commercial Director 06:06 - Financial highlights 09:27 - Revenue 10:28 - Operating profit 13:16 - Operating profit margin 13:31 - EBITDA 13:48 - Diluted EPS 14:50 - ROCE 17:10 - Cash and cash equivalents 19:13 - Working capital 20:49 - Acquisitions 21:27 - First half vs Second half Pippa Clark, Global Marketing Director/ Deputy MD 22:16 - Market trading indicators 26:20 - Division performance 32:17 - Brands leading the way 34:43 - Brand revenue category 35:19 - Brand penetration 36:03 - Building brands 45:51 - Award winning brands Emma Hardie acquisition 46:56 - Rationale and opportunity 50:16 - Building brands 56:26 - Award winning 57:14 - Brands D2C 59:43 - Brand performance 01:00:35 - Private label and contract manufacturing 01:02:51 - The way ahead Bernard Johnson, MD 01:03:29 - Outlook 01:06:01 - Q&A Creightons Plc is a United Kingdom-based company that is engaged in the development, marketing and manufacture of toiletries and fragrances, which includes the development of brands. The Company's operations are organized into three business streams: branded business, private label business, and contract manufacturing business. Its own branded business, which develops, markets, sells and distributes products the Company has developed and owns the rights to or brands it has licensed. The brands in the branded business include Feather and Down, Balance Active and The Curl Company. The private label business focuses on private label products for high street retailers and supermarket chains, with most of the stock manufactured to forecast. The contract manufacturing business develops and manufactures products on behalf of third-party brand owners and manufactured to order. The Company offers a range of toiletries, skincare, hair care, fragrances, and home fragrances.

Begbies Traynor management Ric Traynor, Executive Chairman and Nick Taylor, Group Finance Director, present results for the year ended 30 April 2022. Commenting on the results, Ric Traynor, said: "We have reported a further successful year for the group, with financial performance comfortably ahead of original market expectations due to acquisitions and improved trading . The results reflect the material increase in our scale and service offerings and a continuation of the strong financial track record we have built over recent years, resulting from our organic and acquisitive growth strategy. " We have started our new financial year in a strong position and are confident of delivering our plans for further growth. At this early stage of the year, we anticipate results towards the top end of current market expectations. The development of the group in recent years, and the extensive areas of expertise that we have built up across our national office network, leaves us well positioned to respond to the challenging economic backdrop. " Our healthy balance sheet and cash generation underpin our capacity to make further acquisitions and deliver organic growth initiatives, thereby continuing our track record of growth. We will provide an update on trading at the annual general meeting in September 2022." Ric Traynor, CEO 00:17 – Introduction Nick Taylor, Group Finance Director 00:50 – Financial highlights 02:18 – Business recovery 04:15 – Property advisory and transactional services 06:02 – Strong financial with significant liquidity 07:03 – Material increase in scale and service offerings from acquisitions 08:23 – Financial outlook Ric Traynor, CEO 09:25 – Insolvency market 11:36 – Business recovery 12:59 – Financial advisory 14:56 – Property services 16:56 – Strategy 18:34 – Acquisitions 19:24 – Strong financial track record 19:55 – Summary 20:39 – Q&A Begbies Traynor Group plc is a United Kingdom-based business recovery, financial advisory and property services consultancy company. The Company provides a range of services, including corporate and personal insolvency, financial advisory, corporate finance and valuations. The corporate and personal insolvency services include handling corporate appointments in the United Kingdom and serving the mid-market and smaller companies. Its financial advisory services include debt advisory, due diligence and transactional support, accelerated corporate finance, pensions advisory, business and financial restructuring, forensic accounting and investigations, and finance broking. Its corporate finance services include buy and sell-side support on corporate transactions. Its valuation services include the valuation of property, businesses, machinery, and business assets. The Company’s services also include property consultancy, planning and management, and transactional services.

Sosandar management, Julie Lavington and Ali Hall, Joint CEOs and Steve Dilks, CFO, present the full year results for the period ended 31 March 2022. Julie Lavington, Co-CEO and Co-Founder Ali Hall, Co-CEO and Co-Founder 00:16 – Introduction 01:10 – Overview 02:20 – Purpose and Winning formula 02:35 – Growth Drivers Steve Dilks, CFO 10:27 – Financials and KPI’s Julie Lavington, Co-CEO and Co-Founder Ali Hall. Co-CEO and Co-Founder 23:02 – Market Backdrop and Strategy for Scale 34:10 – Q&A Sosandar plc is a United Kingdom-based company that is engaged in providing an online shop for women. The principal activity of the Company is engaged in the clothing manufacturer and distributer through Internet and mail order. The Company’s clothing categories include dresses, tops, knitwear, jeans and jeggings, trousers and leggings, jackets and coats, blazers and trouser suits, leathers and faux leather, shorts, skirts, swim and beachwear, nightwear, leisurewear, activewear and loungewear. Its footwear categories include heels, flats, wedges, sandals and flip flops, trainers, mid heels, boots and slippers. The Company’s accessories categories include bags, belts, jewelry, sunglasses, hats and scarves, face coverings, shapewear and hosiery, and homeware. The Company sells predominantly own-label product designed in-house. The Company’s wholly owned subsidiary is Thread 35

TPXimpact management, Neal Gandhi, CEO & Oliver Rigby, CFO, give an overview of the full-year results for the period ended 31 March 2022. Neal Gandhi, CEO 00:18 An overview of the year 01:10 Growth strategy Oliver Rigby, CFO 02:22 Financial highlights 03:33 ESG activity Neal Gandhi, CEO 04:34 The change to TPXimpact 05:56 Outlook TPXimpact Holdings PLC is a United Kingdom-based technology-enabled services company. The Company provides full end-to-end digital transformation. The Company provides services, such as data and artificial intelligence (AI), technology and engineering, digital experience, organizational design and change, enterprise applications, and managed services. The Company's organizational design and change offer design, consultancy, major program delivery, policy design and implementation, local government reorganization, operating model, structures, behaviors and ways of working, and community and political engagement. Its technology and engineering services include technology advisory, strategy and architecture, cloud, software engineering, product management, end-to-end digital service delivery, intelligent automation and microservices. Its data and AI provide open data, geospatial data, data discovery and strategy, data governance, data architecture, and engineering, and data platforms.

DSW management, James Dow, CEO & Nichole Burstow, CFO present maiden full-year results for the period ended 31 March 2022. James Dow, CEO 00:17 – Introduction 02:00 – Overview of DSW 05:48 – Investment case Nichole Burstow, CFO 07:38 – Current service lines 09:37 – License model 14:30 – FY22 Highlights 17:09 – Income statement 19:51 – Balance sheet 20:30 – Cash flow 21:47 – Network KPIs James Dow, CEO 23:38 – Post IPO activity 24:52 – Our ESG Journey 26:30 – Opportunities for growth 28:11 – DSW Differentiators 30:30 – Acquisition opportunity 32:15 – Summary and outlook 35:03 – Q&A DSW Capital plc is a United Kingdom-based independent financial advisory company. The Company is advising on areas ranging from corporate finance and due diligence to tax and business recovery. Its teams in Manchester, Leeds, London and Aberdeen are made up of professionals. It operates licensing arrangements with licensee businesses and fee earners (FEs), across offices in England and Scotland. These trade primarily under the Dow Schofield Watts brand. Its services offered includes Corporate Finance Advice, Financial Due Diligence, Equity Finance, Wealth Advisory, Specialist Tax Services, Forensic and Valuation Services, Investment and Funding, Business Planning and Tech Sector. It provides advisory services and funding to growth companies across the technology and media sectors. It covers a range of sub-sectors including information technology (IT) services, software development and platforms, media agencies, digital gaming, hardware and telecoms.

Listed private capital gives all investors access to high-performing private equity and credit investments — funds of ready-made diversified portfolios of interesting and well managed private companies in exciting growth sectors such as technology enablement and health and wellbeing and at the forefront in ESG investing. As the fund shares are listed, investors have liquidity in what would otherwise be a medium to long-term investment. In this, the second of a two-part series we explore the listed private capital opportunity with leading managers who will explain and discuss the investment case and the opportunities presented by their individual investment strategies. Deborah Botwood Smith, CEO, LPeC. 00:17 - Introduction 00:41 - What is Listed Private Capital? Steven Tredget, Partner, Oakley Capital 04:40 - Introduction to Oakley Capital 07:43 - Unique deal sourcing network 10:10 - Sectors supported by megatrends 12:12 - Value creation strategies 13:36 - Financial KPIs 15:08 - NAV Growth 17:31 - Balance by sector 18:30 - Protection against macro factors 20:48 - Valuation 22:58 - Share price drivers Pieter Staelens, Managing Director, CVC Credit Partners 24:32 - Introduction to CVC 27:01 - What we invest in 29:45 - European leveraged loans & HY Default and recovery rates 33:37 - Default rate forecast 34:19 - Portfolio overview 37:16 - Performance update Linda Tierala, Director communications and investor relations, CapMan 39:01 - Introduction to CapMan 41:05 - Business model 42:39 - Diverse portfolio 44:58 - ESG And targets for 2022 48:27 - Driving ESG 50:18 - Current trading 52:15 - Investor base 52:42 - Strategy 54:25 - Fee profit at record level 55:00 - Sustainability targets 55:43 - Long term objectives 57:13 - Q&A LPeC: https://www.listedprivatecapital.com/ Oakley Capital: https://oakleycapitalinvestments.com/ CVC Credit partners: https://www.cvc.com/ CapMan: https://www.capman.com/

Zoo Digital's management, Stuart Green, CEO and Phillip Blundell, CFO present the results for the year ended 31 March 2022. Stuart summarises here: "These results reflect an outstanding year of operational delivery and growth across the whole business. ZOO is taking market share in a growing market, benefitting from our cloud-based platforms, extensive freelancer network and embedded client relationships. With our global scale and end-to-end offering, we are one of the few vendors capable of meeting the requirements of major media companies to take their content to international audiences. "The streaming market continues to evolve as media companies invest billions of dollars in content to capture and entertain international audiences. We are scaling ZOO's operations to match continuing growing demand. During the year, we introduced new services such as mastering and expanded our presence in some of the fastest-growing regions for our customers, particularly across Asia. These are strategic investments that strengthen our operations in some of the most exciting territories for content expansion and will support our ambitious growth plans. "We are excited about the scale of the opportunity ahead and confident of delivering further profitable growth." Stuart Green, CEO 00:00 - Introduction 01:01 - Overview of the period Phillip Blundell, CFO 04:29 - KPIs 06:14 - Financial highlights Stuart Green, CEO 08:10 - Operational highlights 11:58 - Scaling up operations Phillip Blundell, CFO 13:51 - Consolidated statement of comprehensive income 16:44 - Segmental analysis 18:14 - Consolidated statement of financial position Stuart Green, CEO 20:36 - Market update 32:24 - Zoo's strategy Phillip Blundell, CFO 33:59 - Business model 26:25 - Medium term target Stuart Green, CEO 37:31 - Zoo's ambition 37:54 - Outlook 39:13 - Investment summary 40:31 - Q&A ZOO Digital Group plc is a United Kingdom-based company that provides cloud-based localization and digital media services to the global entertainment industry. The Company's principal activities include provision of a range of services to allow television and movie content to be localized in any language and prepared for sale with all online retailers and to continue with ongoing research and development of productivity software in those areas. The Company operates through three segments: Localisation, including subtitling and dubbing along with all associated services; Digital packaging, and Software solutions, including research, development, consultancy and software sales. The Company provides media services through its platforms that include ZOOsubs, ZOOdubs and ZOOstudio. The Company's services include dubbing, subtitling and captioning, metadata creation and localization, artwork localization, and media processing.