

PIWORLD Investor Podcasts
piworld
Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk
Episodes
Mentioned books

Apr 20, 2022 • 37min
Attraqt (ATQT) Full Year 2021 results presentation - April 2022
Attraqt CEO, Mark Adams and CFO, Eric Dodd present full year results for the period ended 31 December 2021.
Mark Adams, CEO
00:17 – Introduction
02:29 – What sets Attraqt apart?
04:23 – Key messages
05:54 – Our strategy
06:20 – Partnership development
08:14 – Market overview
09:24 – Software demo
Eric Dodd, CFO
11:28 – Financial KPIs
13:15 – FY21 Financial summary
14:18 – ARR movement
Mark Adams, CEO
15:19 – Current trading
17:59 – Summary
18:57 – Q&A
Attraqt Group plc is a United Kingdom-based company, which is engaged in providing software as a service (SaaS) solution. The principal activity of the Company is the development and provision of eCommerce site search, merchandising and recommendation technology. The Company enables international brands, manufacturers, and retailers to enhance their ecommerce site application programming interface (API)-enabled algorithm-driven, intelligent software as a service (SaaS) services covering personalization, search, navigation, merchandising, recommendations, and internationalization. The Company’s search system is built for ecommerce, across all verticals to keep the conversation ongoing with shoppers: from search suggestions, to user feedback and predictive search. The Company partners with multi-channel brands and specialist retailers across sectors, including fashion, footwear, homeware, health and beauty, grocery, electronics, business to business (B2B), sports and outdoor.

Apr 12, 2022 • 36min
Tracsis (TRCS) interim results 2022 full presentation - April 2022
Tracsis' CEO, Chris Barnes and CFO, Andy Kelly present interim results for the period ended 31 January 2022.
Chris Barnes, CEO
00:17 – Introduction
00:43 – Changes in the period
01:34 – Progress in growth strategy
Andy Kelly, CFO
03:42 – Financial overview
04:56 – Further growth in rail software revenue
08:03 – Strong revenue and EBITDA growth
08:39 – Divisional performance
09:41 – Cash generation
Chris Barnes, CEO
10:27 - Scaling the business
11:04 – Operational performance software
13:19 – Remote Conditioning Monitoring
15:46 – Rail Hub
Andy Kelly, CFO
16:50 – Smart ticketing
18:19 – Addressable market
18:47 – Data Analytics and GIS
19:19 – Operational progress update
20:27 – RailComm acquisition
Chris Barnes, CEO
22:16 – Outlook
26:10 – Q&A
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 and 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.

Apr 11, 2022 • 44min
The Property Franchise Group (TPFG) full year 2021 results pesentation - April 2022
TPFG's CEO, Gareth Samples, and CFO, David Raggett, present full year results for the year ended 31 December 2021.
Gareth Samples, CEO
00:22 Introduction to TPFG
01:55 Overview of the period
David Raggett, CFO
03:11 Financial overview for period
Gareth Samples, CEO
14:55 Strategic growth initiatives
16:25 Lettings growth
18:55 Residential sales
19:50 Financial services
23:11 EweMove recruitment
25:17 Acquisitions
25:48 Digital marketing
26:54 Executive team
31:22 Market update
33:00 Outlook
Gareth Samples, CEO & David Raggett, CFO
34:26 Q&A
The Property Franchise Group PLC is a United Kingdom-based company, which is engaged in residential property franchise business. The Company operates through two segments: Property Franchising and Other. The Company’s brands include CJ Hole, Ellis & Co, EweMove, Hunters, Martin & Co, Parkers, and Whitegates. CJ Hole is engaged in residential sales and lettings, as well as property investment. Ellis & Co is engaged in residential sales and lettings through a changing landscape. EweMove is the only hybrid estate and lettings agency brand in the Company’s portfolio. Hunters is an estate agency brand, which has approximately 200 offices nationwide. Martin & Co is a street property franchise brands, which has approximately 150 branches across the United Kingdom. Parkers is engaged in both residential sales and lettings operating along the M4 corridor. Parkers covers Berkshire, Gloucestershire, Hampshire, Oxfordshire and Wiltshire.

Apr 8, 2022 • 1h 7min
Stockopedia/PIWORLD StockSlam - April 2022
Here is the eighth Stockopedia / PIWORLD StockSlam hosted by Damian Cannon. The format, each ‘slammer’ has 3 minutes to ‘slam’ their stock followed by 3 minutes of audience questions. This was recorded live. A great variety of pitches, which shows the diversity of private investor styles. We are really grateful to all the ‘slammers’.
This is the last in the series for now.
00:20 Introduction by Damian Cannon with a review of the performance of previous slams
03:02 Damian Cannon: Tinybuild (TBLD)
10:59 Charles Ford: FireAngel Safety Technology (FA.)
17:14 Edmund Shing: Anglo Pacific (APF)
24:26 Lilian Nandi: India Capital Growth Fund (IGC)
31:20 D'Arcy Andrews: Purplebricks (PURP)
38:33 Robert Cordon: Oakley Capital Investments (OCI)
45:17 Paul Scott: Beeks Financial Cloud (BKS)
51:55 Dee O'Hare: Carr's (CARR)
58:28 Shakti Tipathy: Gore Street Energy Storage Fund (GSF)
01:04:28 Damian wrap up.

Apr 7, 2022 • 10min
Tracsis (TRCS) interim results 2022 overview - April 2022
Tracsis' CEO, Chris Barnes and CFO, Andy Kelly give an overview of the interim results for the period ended 31 January 2022.
Chris Barnes, CEO
00:33 – Overview of the period
Andy Kelly, CFO
02:19 – Financial highlights
03:29 – Segmental performance
Chris Barnes, CEO
05:37 – Key developments in the period
Andy Kelly, CFO
08:04 – Rail Comm acquisition
Chris Barnes, CEO
09:06 – 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 and 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.

Apr 7, 2022 • 10min
Attraqt (ATQT) full year 2021 results overview - April 2022
Attraqt CEO, Mark Adams, gives an overview of the full year results for the period ended 31st December 2021.
00:21 Strategic progress
01:23 Market Segments: Whale, Enterprise, Mid-Market
03:59 Growth Strategy
07:03 Demo of the Attraqt app
08:49 Outook
Attraqt Group plc is a United Kingdom-based company, which is engaged in providing software as a service (SaaS) solution. The principal activity of the Company is the development and provision of eCommerce site search, merchandising and recommendation technology. The Company enables international brands, manufacturers, and retailers to enhance their ecommerce site application programming interface (API)-enabled algorithm-driven, intelligent software as a service (SaaS) services covering personalization, search, navigation, merchandising, recommendations, and internationalization. The Company’s search system is built for ecommerce, across all verticals to keep the conversation ongoing with shoppers: from search suggestions, to user feedback and predictive search. The Company partners with multi-channel brands and specialist retailers across sectors, including fashion, footwear, homeware, health and beauty, grocery, electronics, business to business (B2B), sports and outdoor.

Apr 5, 2022 • 44min
Personal Group (PGH) full year 2021 presentation - March 2022
Personal Group Holdings Plc (AIM: PGH), the workforce benefits and services provider, presented its preliminary results for the year ended 31 December 2021.
Following 15 months of unprecedented COVID-19 related restrictions on the Group's ability to conduct new insurance policy sales, the Group was able to begin rebuilding the insurance policyholder book in the second half of 2021. This, combined with the significant strategic progress that the Group was able to make during the 12 months ended 31 December 2021, underpins the Board's confidence in the Company's growth trajectory and future prospects.
Deborah Frost, Chief Executive & Sarah Mace, CFO present the detail.
Deborah Frost, CEO
00:17 – Introduction
01:53 – Operational highlights
Sarah Mace, CFO
05:53 – Financial highlights
08:27 – Segmental analysis
11:28 – Pay & Reward
12:05 – Benefits platform
13:15 – Insurance
15:20 – Other owned benefits
Deborah Frost, CEO
16:30 – The need for our services
19:19 – End to end solution
19:42 – Our customers
20:36 – Our strategy
24:53 – Pay & Reward
25:58 – Benefit platform
27:26 – SME in the future
30:36 – Insurance in the future
32:08 – Investment proposition
33:02 – 3 Key takeaways
34:12 – ESG
36:09 – Q&A
Personal Group Holdings PLC (PGH) is a United Kingdom-based employee benefits and services provider. The Company is principally engaged in transacting short-term accident and health insurance and providing employee services in the United Kingdom (UK). PGH's employee engagement and wellbeing services are delivered through its application, Hapi. The Company's segments include Core Insurance, IT Salary Sacrifice, software as a service (SaaS) and Other. The Core Insurance segment comprises of Personal Assurance Plc, a subsidiary of the Company, which is engaged in underwriting insurance policies. The IT salary sacrifice segment refers to the trade of PG Let's Connect, a salary sacrifice technology. The SaaS segment is engaged in offering Hapi platform. The Other segment consists of Berkeley Morgan Group (BMG) and its subsidiary undertakings, and Personal Management Solutions (PMS). Its clients include Francis Crick Institute, Bristol Airport, Arsenal Football Club and The British Library.

Apr 5, 2022 • 33min
Inspired (INSE) full year 2021 presentation - March 2022
Inspired CEO, Mark Dickinson, CFO, Paul Connor and CCO, David Cockshott present the full year results for the period ended 31 December 2021.
Paul Dickinson, CEO and David Cockshott, CCO
00:18 Introduction
Paul Dickinson, CEO
01:08 What Inspired PLC does
02:11 FY21 operational highlights
Paul Connor, CFO
06:05 Financial highlights
Paul Dickinson, CEO
11:48 ESG: Carbon Balance Sheet, Sustainability, Social value
David Cockshott, CCO
16:49 Inspired today
17:43 The opportunity
Paul Dickinson, CEO
22:20 The strategy
30:25 ESG investment
31:49 Outlook
Inspired plc is a leading technology enabled service provider supporting businesses in their drive to net-zero, controlling their energy costs and managing their response to climate change

Apr 5, 2022 • 23min
Windward (WNWD) full year 2021 results presentation - March 2022
Windward, CEO and Co-Founder, Ami Daniel and CFO, Ofer Segev, present results for the year ended 31 December 2021.
Ami Daniel, CEO
00:17 - Introduction
00:37 - Overview of Windward
01:18 - Highlights of the period
01:53 - Markets
06:58 - Customers
07:34 - Windward DNA
08:22 - Growth Strategy
13:22 - Ocean Freight Visibility product
14:19 - Industry challenges/opportunity
Ofer Segev, CFO
15:25 - ACV & Revenue
16:00 - KPIs
17:25 - Diversification
18:05 - P&L
19:15 - Balance sheet
20:09 - Cash flow statement
Ami Daniel, CEO
20:43 - Outlook
Windward is a leading predictive intelligence company, fusing artificial intelligence and maritime expertise to digitalize the global maritime industry.
Windward’s AI-powered software solution provides real time information and insights on major seafaring vessels at sea, enabling stakeholders within the maritime eco-system to make intelligence-driven decisions to manage risk and achieve business and operational insights. Its customers include a number of leading participants across the maritime industry covering banks, commodity traders, insurers, government agencies, and major energy and shipping companies.

Apr 5, 2022 • 8min
Quixant (QXT) 2021 full year results overview – April 22
Quixant CEO, Jon Jayal and CFO, Johan Olivier, give an overview of the results for the year ended 31st December 2021.
Jon Jayal, CEO
00:23 What Quixant does
01:31 Operational highlights
02:15 Supply chain
Johan Olivier, CFO
03:24 Financial highlights
Jon Jayal, CEO
05:54 Outlook
Quixant plc is a United Kingdom-based company that is engaged in designing and manufacturing of optimized computing solutions and monitors, principally for the global gaming and broadcast industries. The Company has its own manufacturing and engineering operation based in Taiwan and software engineering and customer support teams based in Italy and Slovenia. The Company operates through two segments: Quixant and Densitron. Its Quixant segment is engaged in the designs, develops and engineers gaming computers and software solutions for the wager-based gaming and sports betting industries. Its Densitron segment specializes in the engineering solutions to optimize human machine interaction (HMI), supporting a range of sectors, including broadcast, medical and industrial applications. Its products include thin film transistor (TFT) displays, TFT monitors, organic light-emitting diode (OLED) displays, monochrome displays, UReady, Aurora SBX, IDS, emu3, Tactila and Densi-Shield


