PIWORLD Investor Podcasts

Various Eateries management, Andy Bassadone, Executive Chairman, Oliver Williams, CFO and Yishay Malkov, CEO present interim results for the 26-week period ending 3 April 2022. A positive performance in line with expectations for the full year. Andy Bassadone, Executive Chairman 00:17 – Introduction 00:27 – Executive summary Oliver Williams, CFO 06:13 – Financial overview 08:08 – Cash bridge Yishay Malkov, CEO 08:59 – Opportunities and challenges 14:40 – Expansion model 15:52 – New sites Andy Bassadone, Executive Chairman 17:03 – Current trading 19:54 – Summary and outlook Various Eateries PLC is a United Kingdom-based holding company. The Company owns, develops and operates restaurant and hotel sites in the United Kingdom. It operates approximately 13 locations with two core brands, which include Coppa Club and Tavolino. Coppa Club is a multi-use, all-day concept that combines a restaurant, terrace, cafe, lounge, bar and workspaces. Tavolino is a restaurant for Italian foods. It has approximately nine Coppa Clubhouses across the South of England, including two Clubhouses with rooms-Coppa at The Swan and Coppa at The Great House, both located in Berkshire. The Company has one Tavolino location in London. The Company’s wholly owned subsidiaries include Various Eateries Holdings Limited, Rare Bird Hotels at Sonning Limited and Rare Bird Hotels at Streatley Limited.

Design Group management team, Executive Chairman, Stewart Gilliland, CFO, Paul Bal and Interim COO, Lance Burn, present full-year 2022 results for the period ended 31 March 2022. Stewart Gilliland, Executive Chairman 00:17 - Introduction 01:09 - FY22 Developments Paul Bal, CFO 03:44 - Financial summary 05:45 - P&L 07:46 - Adjusted operating profit evolution 09:22 - Cost headwinds 12:46 - Cash flow 14:15 - New financing arrangements Lance Burn, Interim COO 15:31 - DG Americas update 17:30 - Re-programming our Americas business 22:16 - DG International update 24:46 - Sustainability Stewart Gilliland, Executive Chairman 28:49 - Our strengths 30:42 - Strategic priorities 31:20 - Summary and outlook 38:01 - Q&A IG Design Group plc is a United Kingdom-based company that is engaged in the design manufacture and distribution of celebration, craft & creative play, stationery, gifting and not-for-resale consumable products. The Company is a producer of Celebrations products, including greetings cards, gift wrap, Christmas crackers, gift bags and partyware. The Company design, manufacture and sources a range of stationery products for consumers of all ages, for use in education, commercial and home settings. Its not-for-resale consumables product combines Polaris business with Paper Twist Handle Bags. The Company’s segments include DG Americas and DG International. The DG Americas segment includes overseas operations in Asia, Australia, the United Kingdom (UK), India and Mexico, and the United States companies. The DG International segment comprises the consolidation of the separately owned UK, European and Australian businesses.

Appreciate’s CEO, Ian O’Doherty, CFO, Tim Clancy and COO, Julian Coghlan, present the full-year 2022 results for the year ended 31 March 2022. Ian O'Doherty, CEO 00:17 - Introduction 00:58 - Bounce back from Covid 01:59 - Platform of growth Tim Clancy, CFO 03:31 - Financial highlights 04:03 - Statuary P&L 05:40 - Underlying performance 06:34 - Historic EBITDA 07:38 - Billings and revenue 08:18 - Segmental performance 08:46 - Billings by format 09:13 - Park Christmas Savers 09:55 - Corporate 10:53 - Redemption levels 11:29 - Balance sheet 11:55 - Cash flow 12:51 - Financial summary Ian O'Doherty, CEO 13:31 - The growth strategy Julian Coghlan, COO 14:16 - Growth via market leading channels 16:27 - Appreciate Business services highlights 17:49 - Multiple growth initiatives 20:37 - Christmas savings: Business highlights 21:49 - Multiple growth initiatives 24:44 - Love2shop key customers 25:05 - Key enabler for growth Ian O'Doherty, CEO 27:22 - MBL Acquisition 30:10 - ESG update 31:28 - Summary Appreciate Group plc is a United Kingdom-based gifting and engagement company. The Company has a portfolio of brands, designed for the consumer and business customers. Its consumer-facing brands meet a range of saving and gifting needs, while its business products help its corporate customers reward and recognize their employees and clients. The Company’s brands include Love2shop, highstreetvouchers.com, Park Christmas Savings and Appreciate Business Services. Its products include Love2shop Gift Card, Love2shop Gift Voucher, Love2shop Holidays, Single store vouchers and gift cards, Corporate gift cards and VIP experiences and group travel. Love2shop Gift Card is a flexible, pre-paid gift card that enables its customers to spend in their high street stores and a selected range of online retailers. The Love2shop Gift Voucher is a multi-retailer voucher, which can be used to buy products from approximately 200 brands and over 25,000 retail outlets.

Eneraqua Technologies CEO, Mitesh Dhanak and CFO, Iain Richardson present the full year results for the period ended 31 January 2022. Commenting on the results, Eneraqua Technologies CEO, Mitesh Dhanak, said: "This has been a year of considerable achievement for Eneraqua. We were delighted to successfully list on AIM and we have been able to work towards the ambitions that were set out at IPO. We have continued to grow in both energy and water, with the recentcontract wins in the UK and India. This, alongside the strategically important acquisitions that we completed, shows the quality of the services that we are now able to provide our clients. "I am incredibly proud of everything the team has achieved to date, building a market-leading offering with fantastic customer relationships. Whilst we are proud of what we have achieved, we are very much still at the start of our journey. The increasing Net Zero regulation and initiatives being introduced across the globe provide us with confidence that we can deliver long-term value for our shareholders." Mitesh Dhanak, CEO 00:17 – Introduction 00:48 – Summary 01:09 – The story so far 02:07 – Overview 02:43 – Cenergist energy 07:56 – Cenergist water 10:41 – Technology IP 11:19 – The market 12:51 – Growth drivers 13:46 – ESG 13:56 – Growth in the addressable market Iain Richardson, CFO 15:29 – Financial highlights Mitesh Dhanak, CEO 16:29 – Growth Iain Richardson, CFO 18:22 – Income statement 19:42 – Balance sheet 20:28 – Cash bridge 20:56 – Cash flow 21:25 – Commercial risks and mitigation Mitesh Dhanak, CEO 22:48 – Business update Iain Richardson, CFO 27:47 – Group revenue 28:49 – Growth strategy Mitesh Dhanak, CEO 30:17 – Outlook 30:49 – 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.

Oxford Metrics (OMG) interim results overview for the half year ending 31 March 2022. 00:12 - Overview 00:52 - Sale of Yotta 02:15 - Strategy 03:30 - Financials 04:10 - Outlook Oxford Metrics develops software that enables the interface between the real world and its virtual twin. Our smart sensing software helps over 10,000 customers in more than 70 countries, including all of the world's top 10 games companies and all of the top 20 universities worldwide. Founded in 1984, we started our journey in healthcare, expanded into entertainment, winning an OSCAR® and an Emmy®, then moved into defence and engineering. We have a track record of creating value by incubating, growing and then augmenting through acquisition, unique technology businesses. The Group trades through its market-leading division: Vicon. Vicon is a world leader in motion measurement analysis to thousands of customers worldwide, including Guy's Hospital, Industrial Light & Magic, MIT and NASA. The Group is headquartered in Oxford with offices in California, Colorado, and Auckland. Since 2001, Oxford Metrics (LSE: OMG), has been a quoted company listed on AIM, a market operated by the London Stock Exchange. For more information about Oxford Metrics, visit www.oxfordmetrics.com

Mitesh Dhanak, CEO and Iain Richardson, CFO present an overview of full year 2022 results. Mitesh Dhanak, CEO 00:17 – Introduction 00:37 – Overview Iain Richardson, CFO 01:04 – Financial highlights Mitesh Dhanak, CEO 02:14 – Performance since IPO 03:35 – Outlook 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.

Idox CEO, David Meaden and CFO, Anoop Kang, present interim results for the period ended 30 April 2022. In summary, David Meaden, CEO says, "We continue to make good progress advancing our strategy to focus on software. Our software solutions deliver value to our customers through managing their complex operational, legislative, and regulatory issues, whilst enabling us to maintain long term relationships with them. Operationally, the business continues to perform strongly within our 'Four Pillars' framework. I am particularly pleased with the progress from the investment we have made in the business; in our people development, notably our culture of engagement and leadership, organisational design incorporating our offshore capabilities, improved management information and automation programmes. All of this has helped deliver an improved quality of revenue, with strong margins and underlying cash generation. Further investments in our M&A team, led by Rob Grubb our former CFO, has created greater focus and opportunity for further expansion through acquisitions. The outlook for the business is promising as we continue to improve our operational capabilities and build momentum in our chosen markets. We are now firmly focussed on our 'fly phase' which we believe will drive value for our key stakeholders." David Meaden, CEO 00:17 – Introduction 01:11 – Agenda 01:29 – Overview 02:16 – HY22 Highlights Anoop Kang, CFO 04:32 – Financial highlights 06:36 – Public Sector Software 09:25 – Engineering Information Management 10:39 – Income statement 11:28 – Balance sheet 12:59 – Cash flow 14:09 – Future guidance David Meaden, CEO 15:30 – Strategy and operations 20:40 – Buy and build 22:34 – Growth plans 24:10 – ESG 26:25 – Outlook 27:12 – 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, such as oil and gas, architecture and construction, mining, utilities, pharmaceuticals and transportation.

Oxford Instruments Chief Executive, Ian Barkshire, and CFO, Gavin Hill present the Full Year 2022 results for the period ended 31 March 2022. Ian Barkshire, Chief Executive Introduction - 00:18 Highlights - 00:45 Horizon Strategy & Progress - 03:20 Group performance - End Markets - 05:30 Gavin Hill, CFO Financial review - 07:08 Ian Barkshire, Chief Executive End market overview - 19:12 Sustainability update - 26:29 Summary and outlook - 28:34 Oxford Instruments plc is a United Kingdom-based provider of high technology products and services to the various industrial companies and scientific research communities. The Company’s businesses include Andor, Asylum Research, Imaris, Magnetic Resonance, Nano Analysis, NanoScience, Plasma Technology, WITec and X-Ray Technology. The Company’s products include Atomic Force Microscopy; Electron Microscopy, Deposition & Etch Tools, Low Temperature Systems, Optical Imaging, Nuclear Magnetic Resonance, Modular Optical Spectroscopy, Raman Microscopy and X-Ray. The Company’s applications include Advanced Manufacturing; Agriculture & Food; Astronomy; Automotive & Aerospace; Bio Imaging & Life Science; Chemical & Catalysis; Energy Generation & Storage; Forensics & Environment; Geology, Petrology & Mining; Metals, Alloys, Composites & Ceramics; Pharma; Photonics; Polymers; Quantum Technologies; and Semiconductors, Microelectronics and Data Storage.

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.