PIWORLD Investor Podcasts

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.

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.

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.

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.

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.

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

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.

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

FireAngel Executive Chairman, John Conoley summarises the full year results for the period ended 31 December 2021 and gives some insight to what investors can expect going forward. 00:23 Introduction and what FireAngel does 02:21 Overview of the FY21 results 04:50 2021 highlights, including the Techem contract? 09:40 Challenges in the period 11:21 Current trading 12:13 The outlook FireAngel Safety Technology Group plc is a United Kingdom-based provider of home safety products. The Company is engaged in the business of the design, sale and marketing of smoke, heat and carbon monoxide (CO) alarms and accessories, which the Company sells under the brands of FireAngel, FireAngel Pro and Specification, AngelEye and Pace Sensors. The Company also operates its own CO sensor manufacturing facility in Canada. FireAngel is a battery, which operates a range of smoke and CO alarms principally in United Kingdom Retail and United Kingdom fire and rescue service F&RS. AngelEye brand targets at the do it yourself (DIY) channel in France. The Company’s ranges of smoke, heat and CO alarms, which feature Smart radio frequency (RF) technology, which enables all devices to connect wirelessly, significantly removing the time-consuming requirement for wiring, channelling or trucking.

CVS Group CEO, Richard Fairman, CFO, Robin Alfonso and COO, Ben Jacklin present the interim results for the period ended 31 December 2021. Another strong set of results, with demand for their services continuing to increase. The positive trading momentum in H1 2022 has continued into the first two months of the second half and they are well placed to continue to invest and acquire to deliver further future growth. Richard Fairman, CEO 00:17 – Introduction & Agenda 01:05 – Growth strategy 02:44 – Half Year highlights 04:34 – Business model 05:34 – Market dynamics 06:24 – Opportunity for further acquisitions 09:02 – ESG Robin Alfonso, CFO 09:26 – Financial summary 11:40 – Revenue growth 13:05 – EBITDA growth 13:47 – Highly cash generative 14:39 – Deploying capital 15:28 – Investing in practices 16:09 – Greenfield opportunity Ben Jacklin, COO 16:47 – Strategic update Richard Fairman, CEO 24:39 – Current trading and outlook CVS Group plc (CVS) is a veterinary services provider. The Company operates in the four business segments, namely Veterinary Practices, Laboratories, Crematoria and Online Retail Business. It offers an integrated model with approximately 500 veterinary practices across its three territories, including eight specialist referral hospitals and 34 out-of-hours sites. Veterinary Practices provide specialist treatment for companion, equine and farm animals. The Company laboratories provide diagnostic services to CVS veterinary practices and third parties. It offers a range of tests with the ability to tailor specific profiles to its customers' needs. Its crematoria provide pet cremation and clinical waste services to CVS practices and third-party practices, and cremations to animal owners. CVS online retail business, Animed Direct, sells prescription and nonprescription medicines, pet foods and a range of pet care products.