PIWORLD Investor Podcasts

WH Ireland's CEO Phillip Wale presents a short overview of the Group’s half year results for the six months ended 30 September 2021. 00:24 Introduction 00:32 Financial highlights 01:28 Operational highlights 02:23 Wealth Management 03:00 Capital Markets 03:40 Strategy & Outlook WH Ireland Group plc is a holding company. The Company's principal activities are the provision of wealth management and corporate finance advice, research, products and services to the private clients, and small and medium sized companies. It operates through two segments, which include Private Wealth Management and Corporate Broking. The Private Wealth Management segment offers investment management advice and services to individuals and contains its wealth planning business, giving advice on and acting as intermediary for a range of financial products. The Corporate Broking segment provides corporate finance and corporate broking advice and services to the companies, and acts as nominated advisor to clients listed on the Alternative Investment Market (AIM). The Corporate Broking segment contains its institutional sales and research business, which carries out stockbroking activities on behalf of companies, as well as conducting research into markets of interest to its clients.

A tremendous interview that gives some insight to the highs and lows of 2021. What companies and Andy have learned through Covid. The hunt for disrupters. Activists and bid activity. The attractions of the FTSE100. We hear how an institution exits a position. The attractiveness of an IPO, a placing or an overhang. Director buys and sells. Latterly, we discuss bitcoin and NFT’s (Non Fungible Tokens). Finally, for those who want the investing challenge (or fancy themselves as a Fund Manager!), we discuss the new PIWORLD series, Sell it to the City, and what the Fund Managers, Andy, Judith and Stephen are looking for from contestants. Please contact PIWORLD.CO.UK if you want to take part. A very engaging and informative listen. Thank you Andy! 01:02 How has 2021 been? 01:46 Omicrom? 03:28 Views on a Santa rally? 05:18 Inflation 07:05 Tapering 08:17 Disrupters Reach #RCH, Future #FUTR, Lookers #LOOK, Inchcape #INCH 12:15 Property - Grainger #GRI 13:11 FTSE100, FTSE250 v AIM Royal Mail #RMG; Land Securities #LAND; #WISE, Marks & Spencer #MKSN 17:18 Activists: Elliot, Glaxosmithkline #GSK, Taylor Wimpey #TW., Clinigen #CLIN, Pearson #PSON, Johnson Matthey #JMAT 17:50 Which holdings which will move the dial? Frasers #FRAS, Studio Retail #STU 19:00 Bid activity Clinigen #CLIN 19:47 Studio Retail #STU 22:43 Learnings from 2021 25:22 Tremor #TRMR 26:47 Bid pick for 2022 Indivior #INDV 28:39 Crystal Amber and selling an overhang #DLAR 30:57 Institutional pools of liquidity & IPOs 32:18 Preference to buy and IPO, placing or overhang? 34:18 Evolution of Covid: what went well and what went badly 37:44 Director buys and sells Telecom Plus #TEP; Tremor #TRMR Fraser #FRAS 40:19 Bitcoin 41:40 NFTs 42:14 Where to find Andy Brough & his funds 42:41 Sell it to the City: what is it? What the Fund Managers want to hear. (Sell it to the City - Episode 1: https://www.piworld.co.uk/education-videos/piworld-sell-it-to-the-city-october-2021/) About Andy Brough: • Head of the UK & European Small and Mid Cap team • Manager of the Schroder Mid 250 Fund and the Schroder UK Smaller Companies Fund • Co-Manager of the Schroder UK Mid Cap Fund plc and Co-manager of the Schroder Institutional UK Smaller Companies Fund • Co-manager of Schroder ISF European Smaller Companies • Investment career commenced on joining Schroders in 1987 • Chartered Accountant • BSc in Economics, Manchester University https://www.schroders.com/

MindGym CEO, Octavius Black and CFO, Richard Steele present the interim results for the period ended 30th September 2021. Octavius Black, CEO 00:17 – Introduction 00:32 – Dominic Neary, CFO Designate 03:32 – Agenda 03:45 – Half Year results 04:56 – Regional growth Richard Steele, CFO 06:40 – Revenue breakdown Octavius Black, CEO 08:09 – Innovation Richard Steele, CFO 12:32 – P&L Statement 13:47 – Balance sheet 15:11 – Cash flow Octavius Black, CEO 15:39 – New digital products (Performa) 25:21 – Current trading & Outlook 26:17 – Closing remarks Mind Gym PLC is a United Kingdom-based company that provides professional leadership skills and business relationship management services. The Company offers a range of solutions, such as performance management, management development, diversity and inclusion, change, ethics, reorganization, personal effectiveness, on-boarding, employee engagement, and customer services.

WH Ireland CEO, Phillip Wale, CEO, Chairman, Phil Shelley, CFO, Simon Jackson & Head of Wealth Management, Stephen Ford, present the interim results for the period ended 30th September 2021. Phillip Wale, CEO 00:18 – Introduction Phil Shelley, NEC 01:54 – Financial Highlights 03:37 – Operational Highlights Simon Jackson, CFO 05:45 – Income statement 06:51 - Gross revenue analysis 07:41 – Balance sheet & Regulatory capital Stephen Ford, Head of Wealth Management 08:36 – Wealth management Phil Shelley, NEC 11:07 – Capital markets 12:39 – Strategy 15:44 – Current trading & Outlook WH Ireland Group plc is a holding company. The Company's principal activities are the provision of wealth management and corporate finance advice, research, products and services to the private clients, and small and medium sized companies. It operates through two segments, which include Private Wealth Management and Corporate Broking. The Private Wealth Management segment offers investment management advice and services to individuals and contains its wealth planning business, giving advice on and acting as intermediary for a range of financial products. The Corporate Broking segment provides corporate finance and corporate broking advice and services to the companies, and acts as nominated advisor to clients listed on the Alternative Investment Market (AIM). The Corporate Broking segment contains its institutional sales and research business, which carries out stockbroking activities on behalf of companies, as well as conducting research into markets of interest to its clients.

ENGAGE XR management introduce us to their metaverse. Their clients include BMW, 3M and Facebook. There are numerous applications of the metaverse, for staff, for customers and for many aspects of our lives. Is this our new reality? Will we all be hanging out in the metaverse and buying our NFTs? Their revenue model including one off payments, a subscription model and market place purchases with Non Fungible Tokens, NFT's. A fascinating business at the forefront of this fast developing virtual market. 00:21 - Opening remarks David Whelan, CEO 00:59 - Introduction Chris Madsen, US Business Development 01:50 - What is the 'Metaverse'? David Whelan, CEO 02:43 - Evolution of the web 04:00 - Trailer for 'Engage Oasis' 06:43 - Our market opportunity 07:44 - How does the Engage Metaverse work? 08:27 - Our revenue model 09:17 - Use case (3M) Seamus Larrissey, CFO 16:48 - Finance update 21:02 - Q&A ENGAGE XR Holdings plc (ENGAGE XR), formerly VR Education Holdings PLC, is an Ireland-based company. The Company is focused on providing virtual communications solutions through its software platform, ENGAGE. ENGAGE provides users with a platform for creating, sharing, and delivering virtual reality (VR) content for communication, training, and online events. It provides it’s for education, training, and online events through its three solutions: Virtual Campus, Virtual Office, and Virtual Events. The ENGAGE platform supports both VR and non-VR devices with regular updates to its supported devices list. ENGAGE supports the six degrees of freedom (DoF) headsets including: Oculus, Vive, Pico and Windows Mixed Reality (MR) devices. It also supports standard Windows 10 personal computer (PC), phones and tablets running either Android or Apple iOS. It offers customization options and the ability to upload private content to either ENGAGE servers or to custom hosting solution on request.

TXPimpact CEO & Co-Founder Neal Gandhi and CFO, Oliver Rigby present the interim results for the period ended 30th September 2021. Neal Ghandi, CEO & Co-Founder 00:17 – Introduction & Agenda 00:53 – Half Year summary Oliver Rigby, CFO & Co-Founder 02:47 – Financial results 05:23 – ESG 07:04 – Revenue and EBITDA growth 07:27 – Cash flow 08:18 – Revenue breakdown 08:52 – Income statement 09:15 – Adjusted PBT reconsolidation 12:30 – Adjusted EPS 13:22 – Statement of financial position Neal Ghandi, CEO & Co-Founder 14:28 – Operational review 19:29 – Our market 22:10 – Our strategy 29:49 – EBITDA % to date 30:31 – Commercial vision for 2025 32:09 – ESG vision for 2025 32:56 – Outlook 33:53 – Q&A 42:23 – Closing remarks TPXimpact Holdings PLC, formerly The Panoply Holdings PLC, is a United Kingdom-based technology-enabled services company. The Company is focused on digital transformation. The Company's segments include Consulting and innovation, Software development and Automation. The Consulting and innovation services include strategy consulting and service design. The Software development services include digital transformation, technical software development, cloud-based services and information technology (IT) implementation. The Automation services include automation, robotics, chatbots and artificial intelligence (AI). The Company's subsidiaries include Bene Agere Norden AS, Manifesto Digital Limited, Questers Resourcing Limited, iDisrupted Limited and Greenshoot Labs Limited. Bene Agere Norden AS is a strategic and management consultancy with a focus on digital transformation. Manifesto Digital Limited is a digital experience agency.

Highlights of Oxford Metrics' full year results for the year ended 30 September 2021. This illustrates the technology, the 5 year growth strategy to achieve 2.5x revenue and to return adjusted Pre Tax Profit to 15%, and closes with the shorter term outlook. 00:11 - Period overview 01:11 - Five-year growth plan & the technology 02:36 - Sensing capabilites, analysis & embed technology 03:09 - Financial aims 03:45 - Outlook: Vicon, Yotta & the group 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 two market-leading divisions: Vicon and Yotta. Vicon is a world leader in motion measurement analysis to thousands of customers worldwide, including Guy’s Hospital, Industrial Light & Magic, MIT and NASA. Yotta’s cloud-based infrastructure asset management software enables central and local government agencies and other infrastructure owners to digitally manage their assets. Yotta has a large number of high-profile clients including VicRoads in Australia , Auckland Motorway System in New Zealand, and, in the UK, National Highways and over 160 local authorities.   The Group is headquartered in Oxford with offices in Leamington Spa, Gloucester, 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.

Sosandar Co-CEOs & Co-Founders, Ali Hall and Julie Lavington and CFO, Steve Dilks present the financial results for the six months ended 30 September 2021 and give an update on current trading. Ali Hall, Co-CEO & Co-Founder 00:17 – Introduction & Agenda 00:36 – Overview of the period Julie Lavington, Co-CEO & Co-Founder 02:53 – HY22 Highlights Steve Dilks, CFO 04:50 – Financial & KPI Review Julie Lavington & Ali Hall 14:09 – Product strategy Julie Lavington, Co-CEO & Co-Founder 18:14 – Driving growth through third parties 19:48 – Powerful marketing strategy Steve Dilks, CFO 23:47 – Supply chain Julie Lavington, Co-CEO & Co-Founder 26:30 – Outlook 27:35 – Q&A 39:06 – Closing remarks Sosandar PLC, formerly Orogen PLC, is a United Kingdom-based company that operates an online women’s wear platform. The Company’s clothing categories include dresses, jackets and coats, knitwear, shirts and blouses, tops, skirts, trousers, jeans, leggings, footwear, leather and suede, occasion wear, work wear, autumn trends, velvet and holiday shop. Its footwear products include Pewter Metallic Chelsea Boot, Red Leather Ankle Boot, Velvet Cylinder Heel Ankle Boot, Black Leather Stud Detail Ankle Boot, Black Suede Closed Toe Mule, Grey Velvet Court Shoe With Jeweled Brooch, Black Suede And Pewter Metallic Court Shoe, Black Leather Front Zip Ankle Boot, Leopard Print Leather Chelsea Boot, Steel Blue Leather Snake Print Ankle Boot And Black Suede Knee Boot. It also offers latest edit of day-to-night dresses, on-trend separates, luxe leather and outfit-topping shoes through its platform.

Treatt CEO, Daemmon Reeve and CFO, Richard Hope present the full year 2021 results to analysts, for the period ending 30th September 2021. Slides can be downloaded here: https://drive.google.com/file/d/1Mywkrr6kIV_zaqlRGBQt-MdiS9GqBFqd/view?usp=sharing Daemmon Reeve, CEO 00:04 – Introduction 00:39 – Overview of the period 01:27 – Performance 03:55 – Growth trends 07:20 – ESG Richard Hope, CFO 08:55 – PBT growth 10:08 – Dividends 10:37 – 2021 Financial review 11:31 – Cash flow 12:30 – Individual product categories 14:57 – Revenue 16:18 – Strategic evolution 17:02 – Financial metrics Daemmon Reeve, CEO 17:42 – Market overview & Strategic priorities 19:16 – Accessing market growth opportunities 21:27 – Benefits of new UK site 24:08 – Current trading & Outlook 26:27 – Q&A 43:50 – Closing remarks Treatt PLC is a United Kingdom-based ingredients manufacturer and solutions provider to the flavor, fragrance and consumer goods markets. The Company's geographical segments include United Kingdom, Rest of Europe, The Americas and Rest of the World. The Company's products include Essential oils, Citrus, Treattarome, Functional ingredients, Chemicals, Organic essential oils, Vegetable oils and Treatt brew solutions. Its Essential oils include Amyris Oil, Angelica Oil and Aniseed Oil. Treattarome products include Pineapple Treattarome, Honey Treattarome and Cucumber Treattarome. Its Citrus products include citrus oils, CitrustT, TreattZest and Citrus add-back range. Its Functional ingredients include beverage specialties, fragrance ingredients and sugar reduction products. Its chemicals include aroma chemicals, natural chemicals and Treatt Flavour Wheel. Its Vegetable oils include Borage Oil and Baobab oil. Its organic essential oils include Organic Aniseed Oil and Organic Lime Oil. Produced by BRR Media. Distributed by PIWORLD.

TPXimpact Co-Founder and CEO, Neal Gandhi and Co-Founder and CFO, Oliver Rigby give an overview of the interim results for the period ending 30th September 2021. Neal Gandhi, Co-Founder & CEO. 00:40 H1 overview Oliver Rigby, Co-Founder & CFO. 01:42 Financial highlights 02:48 Impact goals update Neal Gandhi, Co-Founder & CEO. 03:14 Growth strategy 04:57 Rebrand 05:59 Market opportunity 06:50 Outlook TPXimpact Holdings PLC, formerly The Panoply Holdings PLC, is a United Kingdom-based technology-enabled services company. The Company is focused on digital transformation. The Company's segments include Consulting and innovation, Software development and Automation. The Consulting and innovation services include strategy consulting and service design. The Software development services include digital transformation, technical software development, cloud-based services and information technology (IT) implementation. The Automation services include automation, robotics, chatbots and artificial intelligence (AI). The Company's subsidiaries include Bene Agere Norden AS, Manifesto Digital Limited, Questers Resourcing Limited, iDisrupted Limited and Greenshoot Labs Limited. Bene Agere Norden AS is a strategic and management consultancy with a focus on digital transformation. Manifesto Digital Limited is a digital experience agency.