PIWORLD Investor Podcasts

Judges Scientific CEO, David Cicurel, Group FD, Brad Ormsby & COO, Mark Lavelle present the full year 2021 results for the period ended 31 December 2021. The Group delivered record revenue, profits, cash generation and dividends in a year which still presented challenges as a consequence of the pandemic. David Cicurel, CEO 00:17 - Introduction 00:32 - Business overview 02:55 - Key messages Brad Ormsby, FID 05:41 - Financial highlights 09:16 - Performance 10:16 - Capitalisation of R&D 11:55 - Order intake 14:24 -Comparison with 2019 16:00 - Profit bridge 16:43 - Balance sheet and cash flow 18:29 - ROTIC 19:26 - Diversification 19:58 - Financial history 20:50 - Refinancing of the Groups banking facilities David Cicurel, CEO 21:32 - Growth drivers 22:12 - Acquisitions 25:16 - Further investment Mark Lavelle, COO 26:05 - Post acquisition initiatives David Cicurel, CEO 33:09 - Outlook & Investment case 37:43 - Q&A Judges Scientific plc is a United Kingdom-based company, which is engaged in the acquisition and development of a portfolio of scientific instruments in the sector. The Company is involved in designing, manufacturing and selling scientific instruments. It operates through two segments: Materials Sciences and Vacuum. Its subsidiaries include Fire Testing Technology Limited, which is engaged designing and assembly of fire testing instruments; PE.fiberoptics Limited, which is engaged in designing and assembly of fiber-optic testing instruments; Armfield Limited, which is engaged in designing and supply of research and training equipment; CoolLED Limited, which designs and manufactures of illumination systems for fluorescence microscopy; Dia-Stron Limited, designs and manufactures of systems to test the mechanical properties of fibers; EWB Solutions Limited, designs and manufacturers of edge-welded bellows, and Thermal Hazard Technology Limited, designs and manufactures of calorimeters.

The Pebble Group CEO, Chris Lee and CFO Claire Thomson, present the full year 2021 results for the period ended 31 December 2021, which show a full recovery exceeding pre-pandemic performance levels and the delivery of further strong growth in ARR by Facilisgroup. Chris Lee, CEO 00:17 - Introduction & Agenda 01:09 - Space in the market 02:43 - FY21 Highlights Claire Thomson, CFO 05:03 - Financial KPIs 05:24 - Key financial dynamics 05:54 - Income statement 06:27 - Cash flow 07:00 - Balance sheet 07:36 - Facilisgroup 13:20 - Brand Addition Chris Lee, CEO 18:11 - ESG 19:23 - Group outlook 20:51 - Q&A The Pebble Group plc is a United Kingdom-based provider of technology, services and products to the global promotional products industry. The Company is focused on two differentiated businesses: Brand Addition and Facilisgroup. Brand Addition is a provider of promotional products to global brands. It utilizes its global network and technology infrastructure and systems to source and deliver promotional product solutions. Brand Addition designs and manages the sampling process and sources compliant, ethically manufactured products, predominantly through China, Europe and North America. Facilisgroup provides technology solutions to Small and mid-size enterprise (SME) promotional product distributors in the United States and Canada. Facilisgroup’s @ease software, developed in-house, is provided as an end-to-end software as a service (SaaS) business platform. The @ease SaaS system provides tools for business management and analysis

CVS Group, CEO, Richard Fairman summarises the interim results for the period ended 31 December 2021. 00:19 Introduction 00:30 Purpose, vision & strategy 01:51 H1 2022 highlights 02:37 The integrated model delivering high standards of care 03:30 The growing market 04:11 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.

Tribal are a leading provider of software and services to the international education market. Here, CEO, Mark Pickett and CFO, Diane McIntyre present full year results for the period ended 31 December 2021. Group revenue increased 11% to £81.1m. Adjusted EBITDA increased 9% to £16.6m. Statutory Profit before tax for the year increased to £8.6m. Strong operational cash conversion of 104%. Net cash of £5.9m. The Board are proposing an 8% increase in dividend. Going forward the Group has traded in line with Board expectations since the start of the new financial year and is seeing continued positive sales momentum. While cognisant of inflationary cost pressures, they are confident in delivering results for 2022 in line with current expectations Mark Pickett, CEO 00:17 – Introduction 01:43 – Overview of the year 05:00 – Key deals made this year Diane McIntyre, CFO 06:38 – Financial Summary 08:51 – Segment performance 09:21 – Growth in product areas 10:38 – SAAS Metrics 12:37 – SIS ARR 12:58 – SIS Revenue 13:50 – SIS overall margins 14:24 – Cashflow 14:51 – Strengthened product development teams Mark Pickett, CEO 15:29 – Strategy update 17:58 – Market drivers 20:47 – The goal 25:10 – Our people 27:55 – ESG 29:17 – Outlook Tribal Group plc is a United Kingdom-based company, which is focused on providing software and services for education management. The Company's segments include Student Information (SIS) and Education Services (ES). The Student Information segment is focused on delivering software and maintenance and support services and the activities through which the Company deploys and configures its software for customers. The Education Services segment is focused on offering inspection and review services that support the assessment of educational delivery. The Company also provides performance improvement tools and services, including analytics, software solutions, facilities, and asset management. The Company provides its services in the United Kingdom, Australia, Other Asia Pacific, North America and the Rest of the world.

Diaceutics Founder & CEO, Peter Keeling, and CFO, Nick Roberts, present full year results for the period ended 31 December 2021. Diaceutics who are a diagnostic commercialisation company for precision testing, have transitioned to a recurring revenue model, and progressed further in the period than anticipated at the beginning of the year. These results show revenue increased 10% to £13.9m. Gross profit increased 13.4% to £10.7m. With a gross margin of 77%. Adjusted EBITDA was £2.3m and profit before tax £0.5m. Net cash £19.7m. Going forward they are focused on expanding their service offering, partner network and data repository to serve the diagnostic commercialisation needs both within and outside of oncology. Peter Keeling, Founder & CEO 00:17 – Introduction 01:59 – Overview of Diaceutics 02:54 – Overview of the period 04:37 – A transformative year 07:17 – Strategic roadmap 08:18 – Customer needs 09:38 – DXRX Platform 10:16 – Our products 11:34 – Our data 12:24 – Why Diaceutics wins 13:41 – ESG Nick Roberts, CFO 14:47 – Financial KPIs 16:53 – Income statement 18:01 – Revenue and margin growth 20:19 – Cash position 22:38 – Transition of business Peter Keeling, Founder & CEO 23:33 – Why invest in Diaceutics 24:30 – Outlook Diaceutics PLC is a United Kingdom-based diagnostic commercialization company. The principal activity of the Company is data analytics and implementation services. The Company is engaged in research and development activities in drug development science, testing data and software platform development. The Company's implementation services include test standardization, test quality assessment, laboratory tech support and others. The Company has established a range of products and outsourced advisory services, which help its pharma clients to optimize and deliver their marketing and implementation strategies for companion diagnostics. The Company provides the pharmaceutical companies with an end-to-end solution for the launch of precision medicine diagnostics enabled by DXRX - The Diagnostic Network. DXRX is the diagnostic commercialization platform for precision medicine, integrating multiple pipelines of diagnostic testing data from a global network of laboratories.

EMIS CEO, Andy Thorburn and CFO, Peter Southby present the full year 2021 results for the period ended 31 December 2021. Andy Thorburn, CEO 00:17 – Introduction Peter Southby, CFO 00:54 – Financial highlights 02:46 – Income statement 04:07 – Segmental analysis 05:40 – Revenue analysis 06:34 – Cash flow 07:50 – Balance sheet 08:36 – Guidance and trends Andy Thorburn, CEO 10:52 – Operational highlights 13:16 – Investment in new technology 15:31 – ESG 20:47 – Looking forward 24:46 – EMIS-X analytics in use 26:30 – Portfolio enhancements 29:51 – Outlook EMIS Group plc is a provider of healthcare software, information technology and related services in the United Kingdom. The Company operates through two segments: EMIS Health and EMIS Enterprise. Its EMIS Health segment is a supplier of integrated care technology to the National Health Service (NHS), including primary, community, acute and social care. Its EMIS Enterprise segment is focused on growth in the business-to-business (B2B) technology sector within the healthcare market, including management of medicines, partner businesses, life sciences and patient-facing services. The Company operates through its subsidiaries, which include Egton Medical Information Systems Limited, Ascribe Limited and Rx Systems Limited, trading under the EMIS brand; Patient Platform Limited, carrying on the business of Patient.info and Patient Access, and Pinnacle Systems Management Limited, is a provider of service management solutions to the community pharmacy market.

LCM’s CEO, Patrick Moloney and CFO, Mary Gangemi present the interim results for the period ended 31 December 2021, followed by Q&A. Partrick Moloney, CEO 00:17 – Introduction 00:50 – Highlights 03:32 – Building scale Mary Gangemi, CFO 06:26 – Financial highlights 08:40 – Balance sheet overview 09:20 – HY22 Cash movements Partick Moloney, CEO 09:42 – Combined portfolio profile 12:54 – Progress of investment portfolio 16:49 – Current portfolio of direct investments 18:20 – LCM Global Alternative Returns Fund 19:17 – Business fundamentals 23:33 – Three year running performance metrics 24:24 – Track record 25:52 – Outlook 29:31 – Q&A Litigation Capital Management Limited is an Australia-based litigation finance company. The Company is an alternative asset manager specializing in disputes financing solutions internationally. It operates through two business models: direct investments and funds management. LCM’s investment strategies include single-case, portfolios, and acquisition of insolvency claims. Its single-case investment includes investment in a single dispute globally. Its portfolio includes funding a bundle of single disputes in which LCM’s capital investment is collaterally secured against the proceeds of the entire portfolio of disputes. Its acquisition of insolvency claims includes investment in smaller disputes through the acquisition or assignment of the underlying cause of action. The Company’s product includes Fully Litigation, Litigation for finance companies, Funding for financial international arbitrations, Law firm/Portfolio funding, Disbursement finance, Security for costs, and others.

Eagle Eye's CEO, Tim Mason and CFO, Lucy Sharman-Munday present the interim results for the period ended 31 December 2021. Tim Mason, CEO 00:17 – Introduction 01:06 – Summary of the period 01:46 – Market opportunity 02:45 – Core components of the strategy 03:39 – Eagle Eye: the retail nervous system 05:28 – Our platform Lucy Sharman-Munday, CFO 06:12 – KPI’s 08:14 – Revenue split 09:03 – IFRS 15 revenue impact 10:24 – Redemption volumes 11:01 – Income statements 13:03 – Net cash bridge Tim Mason, CEO 13:50 – Strategic focus 14:32 – Win & Transact 15:55 – Progress in North America 16:38 – Partnership with Neptune Retail Solutions 18:07 – ESG 21:08 – Outlook 22:45 – Q&A Eagle Eye Solutions Group plc is a United Kingdom-based company, which is engaged in enabling businesses to create digital connections enabling personalized real-time marketing, through the provision of its marketing technology software as a service (SaaS) solution. Its Eagle Eye AIR platform enables clients to attract, interact with and retain consumers. It offers promotional campaigns for various brands. Eagle Eye AIR digitally incentivize and reward customer loyalty, whilst targeting promotions to optimize voucher redemption. The Company's digital marketing platform enables the issuance, management and redemption of gifts and rewards in real-time. Its solutions include connecting with customers, developing digital services, rewarding customer loyalty and rewarding staff loyalty. It provides services to various sectors, including food services, retail, grocery, and food and beverages.

Somero Enterprises CEO, Jack Cooney, President, John Yuncza and CFO, Enzo Licausi, presents the FY21 results, for the period ended 31 December, 2021, followed by Q&A. Jack Cooney, CEO 00:17 – Introduction John Yuncza, President 02:30 – 2021 In review 04:09 – Financial highlights 04:55 – Sales by territory 07:01 – Sales by product Enzo Licausi, CFO 08:36 – Operating results 10:05 – Financial position 11:16 – Cash flows 12:54 – Dividend John Yuncza, President 13:52 – Long term growth 15:38 – New products 17:46 – Products and applications 18:39 – International Growth 19:10 – Training and expertise 19:52 – 2022 Outlook 22:16 – Q&A Somero Enterprises, Inc. is a manufacturer of laser-guided equipment. The Company's equipment is used to place and screed the concrete slab in all commercial building types, including all floors in multi-story buildings. Its products include CopperHead XD 3.0,, Mini Screed C, S-15R, S-22E, S-485, S-940, S-10A, and the S-158 Laser Screed machines, STS-11M Spreader, as well as the 3-D Profiler System software, the Somero Floor Levelness System, and the SP-16 Concrete Hose Line-Pulling and Placing System. The Somero 3-D Profiler System allows automatic paving of contoured sites using a Somero Laser Screed equipment. Its Somero Floor Levelness System Monitors Laser Screed performance, operator performance and reports alert percentages of issues. The Somero SiteShape System allows for grade shaping automatically using users' motor grader, dozer or other grading machine. The Somero laser-guided technology is used in construction projects including warehousing, retail, and commercial.

LCM's CEO, Patrick Moloney & CFO, Mary Gangemi give an overview of their results for the period ended 31st December 2021. Patrick Moloney, CEO 00:17 - Introduction 01:08 - Period highlights Mary Gangemi, CFO 02:54 - Financial performance Patrick Moloney, CEO 03:59 - Management update 04:44 - Outlook Litigation Capital Management Limited is an Australia-based litigation finance company. The Company is an alternative asset manager specializing in disputes financing solutions internationally. It operates through two business models: direct investments and funds management. LCM's investment strategies include single-case, portfolios, and acquisition of insolvency claims. Its single-case investment includes investment in a single dispute globally. Its portfolio includes funding a bundle of single disputes in which LCM's capital investment is collaterally secured against the proceeds of the entire portfolio of disputes. Its acquisition of insolvency claims includes investment in smaller disputes through the acquisition or assignment of the underlying cause of action. The Company's product includes Fully Litigation, Litigation for finance companies, Funding for financial international arbitrations, Law firm/Portfolio funding, Disbursement finance, Security for costs, and others.