PIWORLD Investor Podcasts

MindGym CEO, Octavius Black and CFO, Dominic Neary present the full year 2022 results for the period ended 31 March 2022. In Summary, Octavius Black, said: "MindGym made progress during a turbulent year delivering a robust performance in line with the Board's expectations, surpassing pre-Covid revenue. Our digital strategy has seen the successful launch of our latest product, Performa, our 1:1 digitally enabled coaching service. Performa has distinct competitive advantages in this new, fast-growing market including our proprietary Precision Coaching methodology and our ability to integrate with MindGym's library of existing content to deliver integrated solutions to challenges like leadership and inclusion. The more than £0.5m in annualised revenue generated in the first 12 weeks is a promising indication of what's to come. MindGym's future digital transformation will increasingly be powered by data and this has been enhanced by the acquisition of 10X Psychology's IP, which will enable us to deliver highly personalised, mass customisation and equip clients to target their investment on what works best. We have had a good start to the new financial year and, notwithstanding economic uncertainty, have confidence that organisations will increasingly turn to MindGym and our unique portfolio of proven solutions to address their talent and culture challenges." 00:17 – Introduction Octavius Black, CEO 01:25 – Agenda 01:53 – The opportunity Dominic Neary, CFO 07:45 – Financial highlights 09:17 – Revenue growth 10:43 – Company growth 12:34 – Cash flow Octavius Black, CEO 14:36 – The MindGym model 16:36 – Market leading IP 18:37 – Performa 22:43 – Digital roadmap 25:56 – Current Trading & Outlook 26:43 – Q&A Mind Gym plc is a United Kingdom-based behavioral science company, which delivers business improvement solutions to companies across the world. The principal activity of the Company is to apply behavioral science to transform the performance of companies and the lives of the people who work in them. Its segments include EMEA, which includes the United Kingdom and Singapore and America, which includes the United States and Canada. It applies behavioral science primarily through research, strategic advice, management and employee development, employee communication and related services. It provides integrated culture and behavior change solutions to blue chip organizations using a scalable methodology. Its solutions include performance management, leadership development, diversity, equity and inclusion, onboarding and personal effectiveness, among others. The Company operates in three global markets, such as business transformation, human capital management and learning and development.

RAI's CEO, Soraya Narfeldt, COO, Lars Narfeldt, and CFO, Andrew Bolter give a FY21 results presentation for the period ended 31st December 2021, followed by Q&A. HIGHLIGHTS · Revenue of USD 54.6m (2020: USD 64.4m) and underlying EBITDA of USD 6.7m (2020: USD 14.2m), in-line with the guidance provided in our pre-close trading statement. · Statutory loss before tax of USD 32.2m including USD 31.5m in non-underlying charges relating to our Mozambique project of which USD 5.9m relates to cash costs and USD 23.4m is a provision to impair the carrying value of assets. We are pursuing opportunities to dispose of USD 7.2m of project related assets located in storage and remain confident that development works will restart in Mozambique, although timing is difficult to predict · Resilience of IFM services continues to be a feature, with revenue for the year of USD 31.2m (2020: USD 31.3m); IFM represents 56% of contract order book value · 2021 year-end order book of USD 100m, with USD 40m of new contracts, contract uplifts and extensions awarded during the year and adjusted for the removal of the USD 60m Mozambique contract · Government and humanitarian clients represented 95% of 2021 revenue (2020: 92%), with government an increasing proportion of the mix (47% of 2021 revenue). These are stable, high-value clients that support our strategy to diversify geographically through customer-led growth · In 2021 we established a US subsidiary, RA Federal Services, to target further growth with relevant US federal government departments, which we see as a significant growth opportunity · Maturity of the USD 10m MTN debt programme has recently been extended to 2024 and additional working capital facilities are available as required to support implementing material new project awards · Reflecting the Board's cautious view on the operating environment in the near-term, the Board is not recommending a dividend for the FY21 financial year Commenting on the 2021 results and outlook, Soraya, said: "We responded with agility and resilience to the major external challenges we faced in 2021 and delivered on significant projects for our clients, building our reputation as a trusted partner. Looking ahead, it remains difficult to forecast with real authority how the current year will play out but we are continuing to stabilise the business post the pandemic and its effects, and see the scope for a return to accelerated contract awards as and when a more normalised operating environment returns. In the meantime, we take great confidence in the strength of our offering, which is differentiated by our technical capability, proven ability to innovate and continue to perform under extraordinarily challenging circumstances, and by our attractive pricing, particularly where we self-perform. As we execute on our plans, our main priorities for this year are to grow the pipeline, particularly with US federal Government departments, build balance sheet liquidity, and drive value from recent investment in our business, systems and processes. We thank shareholders for their patience over what has been a challenging period and we look forward to realising the value from supporting our customers as they emerge from the residual challenges of the last two years." Soraya Narfeldt, CEO 00:17 – Introduction 00:23 – Agenda 00:33 – Results overview 01:42 – Looking ahead Andrew Bolter, CFO 02:43 – Financial headlines 03:14 – Income statement 04:23 – Cash flow and balance sheet 05:17 – Update on Mozambique 06:53 - Liquidity position Lars Narfeldt, COO 07:25 – Overview by service channel 08:45 – FY21 Order book 09:46 – Pipeline 10:32 – Sector overview 11:56 – Strategic focus Soraya Narfeldt, CEO 12:54 – RA Federal Services 16:39 – Value creation roadmap 17:38 – Summary and outlook 18:29 – Q&A RA International Group PLC is a United Kingdom-based remote site service provider. The Company offers integrated camp services, from the construction of camp facilities to full life support services- including camp catering and camp maintenance services foe clientele operating in remote and challenging environments. It focuses on providing remote site solutions for those involved in humanitarian operations, and the oil and gas and mining industries. The Company’s service offerings include construction, operation and maintenance, integrated facilities management, supply chain, and accommodation. It provides its services to mining, oil and gas, and humanitarian.

CT Automotive's Founder & Chairman, Simon Phillips, CEO, Scott McKenzie and CFO, David Wilkinson, present the full year 2021 result for the period ended 31st December 2021. CT Automotive are a leading designer, developer and supplier of interior components to the global automotive industry, They have delivered positive trading into 2022 and are well positioned as global vehicle production recovers. 2021 was a landmark year for CT Automotive who successfully completed their AIM IPO and achieved a positive trading performance. They have made good progress in 2022 to date, with further new business wins and the new manufacturing plant in Mexico is on track to commence operations in early H2. While the global automotive supply chains continue to be disrupted, demand remains strong, and they are seeing customer schedules and visibility improving. The Board remains confident of meeting its expectations for the full year. Looking ahead, they are well placed to build on their strong track record of growth, client relationships and manufacturing excellence as global semiconductor shortages ease and vehicle production volumes recover. Simon Phillips, Founder & Chairman 00:18 – Introduction 00:49 – Agenda 01:11 – Introduction CT 03:32 – Growth Strategy Scott McKenzie, CEO 05:49 – Business review David Wilkinson, CFO 08:29 – Financial review Simon Phillips, Founder & Chairman 10:53 – Progress against our growth plans 03:05 – Selected 2022 launches for CT 13:32 – Supply chain and production 15:09 – Market forecasts for 2023 16:07 – Summary 17:40 – Q&A CT Automotive Group plc is a United Kingdom-based company that designs, develops and supplies interior components for the global automotive industry. Its interior components supplied are customized to each customer’s requirements and include both kinematic units and static parts. It also has sales and distribution capabilities across Europe, in the United States of America (USA) and in Japan. Its operating model combines Western design and engineering expertise with manufacturing capabilities to provide an integrated design through to production service. Its divisions include Tooling, Production and Head office. The Tooling division designs, development and sale of tooling for the automotive industry. The Production division is engaged in manufacturing and distribution of serial production kinematic interior parts for the automotive industry. Its engineering, design and development services offer packages whereby product development is managed from concept and design of parts.

ETP IPO'd November 2021. They are energy and water efficiency specialists. Through their own IP they support clients replace gas, oil or electric heating systems. They offer a range of communal/district heating solutions utilizing, gas, air-source heat pumps, ground-source heat pumps or hybrid systems. They have achieved a 3 year CAGR of 38% and cash conversion of 80%. Have a very healthy order backlog. Here, Mitesh Dhanak, CEO and Iain Richardson, CFO outline the business, why they have listed and their strategy going forward, followed by investors questions. Mitesh Dhanak, CEO 00:17 – Introduction 01:11 – Overview of Eneraqua 02:25 – Technology IP 03:07 – Case studies Ian Richardson, CFO 05:45 – Competition in the market 07:05 – ESG Mitesh Dhanak, CEO 07:38 – Cenergist energy division 18:45 – Cenergist water division Ian Richardson, CFO 20:09 – Growth plan 22:09 – Financial model & track record Mitesh Dhanak, CEO 22:57 – Why Eneraqua? 24:09 – Q&A Eneraqua Technologies plc is a United Kingdom-based company. The Company helps to provide delivery and advice on decarbonization and water efficiency projects for clients. It supports clients to replace gas, oil or electric heating systems. The Company offers a range of communal/district heating solutions utilizing, gas, air source heat pumps (ASHPs), ground-source heat pumps (GSHPs) or hybrid systems. The Company operates in Spain, Netherlands and India.

SRT CEO, Simon Tucker introduces us to the company, the market and where the growth is coming from. According to finnCap forecasts (5 April 22) SRT is looking to increase revenue 5x by FY23 when they will move into a healthy profit. Simon Tucker, CEO 00:17 – Introduction 01:45 – Growth phase 03:35 – The market 05:22 – Market leading products and technologies 06:00 – Where do revenues come from? Transceivers division 07:42 – Market 10:03 – Future growth Systems division 11:02 – Market 13:44 – The SRT-MDA System 15:04 – MDA System functionality 16:32 – Full integration 18:23 – Proven delivery systems 21:05 – Growing opportunity 24:28 – Growing visibility 26:15 – Contract Dynamics 30:10 – Summary 31:13 – The board 32:24 – Q&A SRT Marine Systems plc is primarily engaged in the marine technology business. The Company is focused on the development and supply of Automatic Identification System (AIS) based maritime domain awareness (MDA) technologies, derivative product and system solutions for use in a range of maritime applications from safety and security to fishery management and environment protection. Its applications include coastal and territorial water surveillance and security, fisheries monitoring, management and illegal unregulated and unrecorded (IUU) detection, search and rescue, waterway management and aquatic environment monitoring, as well as individual leisure and commercial boat owners. The Company has manufactured approximately 350,000 AIS products. Its geographical areas include Europe, Middle East, North America, United Kingdom and South East Asia.

Allia C&C through their RCB platform, connect responsible investors with impact borrowers. Here, three presenters, Allia C&C, an issuer, Golden Lane Housing and an Investment Manager, Castlefield, each give their perspective on the opportunity retail charity bonds offer. From an investor’s perspective, the RCB programme provides the opportunity to access income-generative assets, typically yielding between 3% and 5%, with the knowledge that the investment is going to organisations that provide a clear social benefit. RCB goes beyond traditional ESG investing offering opportunities to purchase bonds that create real social impact. The funds raised through RCB issues are helping to provide care for the elderly, supported housing for people with a learning disability, affordable homes, places of beauty – and more Mark Glowrey, Allia C&C 03:37 – How it works 05:17 – The board 05:40 – Sustainable bond framework 06:32 – Timeline 07:30 – History 08:04 – Issuers 12:36 – Recent price and yield 13:47 – Investor Base 14:27 – Investors 14:48 – Distribution Marilyne Davis, FD, Golden Lane housing 15:40 – Unique investor proposition 17:29 – RCB Investment to date 18:11 – Overview of properties & Case study 21:57 – Social impact highlights Mark Elliot, Investment Manager, Castlefield Investments 23:00 – Who we are 24:25 – Our history 26:23 – The investments 27:07 – How we do it 30:18 – Q&A RCB is a pioneering platform, created by Allia, to connect responsible investors with impact borrowers. Operating since 2014, the RCB programme has issued over £300 million of LSE-listed bonds, enabling charities and other social-impact enterprises to access non-bank borrowings. Users of the programme include housing associations, care homes, the Charities Aid Foundation and the Alnwick Garden Trust.

Cerillion CEO, Louis Hall and CFO, Andrew Dickson, present interim results for the six months ended 31 March 2022. Cerillion plc, is a billing, charging and customer relationship management software solutions provider. Louis Hall, CEO of Cerillion plc, commented: "Our interim results set new records for revenue, adjusted PBT and net cash across any six-month period, and demonstrate the strong momentum in the business. "We have made good operational progress in the period as well. The new team we have established in Bulgaria is part of our push to accelerate recruitment and diversify our talent base to meet growing demand. "We see excellent opportunities for continuing growth and the new customer sales pipeline has grown significantly. Given the Company's progress, and its strong financial and operational position, we continue to view prospects very positively." Louis Hall, CEO 00:17 – Introduction 02:48 – Cerillion at a glance 03:06 – Product suite 06:41 – Products and delivery 08:56 – Cerillion’s market 09:52 – Customer base 11:00 – Market drivers 13:49 – Markets and channels 15:01 – Competitive landscape 17:45 – Key highlights 20:44 – KPI’s in the period 21:31 – Sales pipeline overview Andrew Dickson, CFO 24:04 – Financial highlights 26:42 – Cash generation 28:21 – Income statement Louis Hall, CEO 31:21 – Summary & Outlook 33:09 – Q&A Cerillion plc is a United Kingdom-based company engaged in providing billing, charging and customer relationship management software solutions across a range of industries, including the telecommunications, finance, utilities and transportation sectors. The Company is a supplier and developer of telecommunication software solutions and equipment. The Company’s business segments include Services, Software, Software-as-a-Service and Third Party. The Services segment provides services to customers on new implementation projects and enhancements. The Software segment supports and provides maintenance for the software, as well as the licenses to use the software. The Software-as-a-Service segment offers monthly subscriptions for a managed service and products on a pay as you go service. The Third Party segment offers third-party services or licenses and includes re-billable expenses and pass through of selling on hardware.

Vertu Motor's CEO, Robert Forrester & CFO, Karen Anderson present the full year results for the period ended 28 February 2022. Robert Forrester, CEO 00:17 – Introduction 00:38 – 2022 At a glance Karen Anderson, CFO 03:25 – Financial KPIs 04:19 – Profit bridge 06:31 – Capital allocation 07:45 – Balance sheet Robert Forrester, CEO 08:31 – Strategic update 10:40 – Group strategy 17:27 – Market trends 22:10 – Vehicle sales 23:50 – Digitalisation progress 28:56 – Current trading 32:09 – Outlook 34:26 – 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. 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 150 franchised and 4 non-franchised operations across England and Scotland.

Treatt CEO Daemmon Reeve and CFO Richard Hope present interim results for the 6 months ended 31st March 2022. Daemmon Reeve, CEO 00:17 – Overview of the period 02:09 – Financial highlights 02:51 – Growth across category mix Richard Hope, CFO 05:04 – Financial review 05:24 – Record H1 revenue 06:07 – Historic H1/H2 profit split 07:00 – Dividends 07:26 – Income statement 08:22 – Cash flow 09:06 – Guidance Daemmon Reeve, CEO 10:19 – Strategy and investing for future 11:57 – Market resilience 12:33 – ESG 13:03 – Outlook 14:44 – Q&A Treatt PLC is a United Kingdom-based company that is engaged in the manufacturing and supplying of ingredient solutions for the beverage, flavor, fragrance and consumer product industries. The Company has manufacturing facilities in the United States, United Kingdom and China. The Company’s geographical segments include United Kingdom, Rest of Europe, The Americas and Rest of the World. The Company has a range of products in various categories, which include citrus, coffee, tea, health and wellness ingredients, as well as fruit and vegetable extracts, herbs, spices and floral ingredients and synthetic aroma ingredients. The Company offers everything from natural products to tailor-made blends and price-stable synthetics. The Company’s subsidiaries include R C Treatt & Co Limited, Treatt USA Inc and Treatt Trading (Shanghai) Company Limited.

Three retail investors pitch their best stock idea to leading fund managers, Andy Brough, Schroders, Judith MacKenzie, Downing and Stephen English, Stellar Asset Management. The investors seek to unearth a hidden gem, which the Fund Managers haven't heard of or have overlooked. These investors did just that, (well, except for Richard Crow, aka Cockney Rebel, who was back to defend his winning title for the third time in the series with a more well known stock). Listen to three compelling pitches that demonstrate the deep understanding each have of their pick with incisive questions from the FMs. Who wins? It's a tough decision for the panel. There was little more than a point between each score for the pitch and the stock. Compelling watching for all investors. 00:18 Introduction 02:20 Richard Crow: Xaar (XAR) 25:47 Neil Cooper: Integrated Diagnostic Holdings (IDHC) 46:50 Simon Cooper: Fonix Mobile (FNX) 1:11:04 The scores 1:20:27 The next Sell it to The City If you would like to take part in the next Sell It to the City, we ask for University Students, please contact us here.