PIWORLD Investor Podcasts

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.

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.

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.