PIWORLD Investor Podcasts

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.

Benchmark's CEO, Trond Williksen and CFO, Septima Maguire present the full year results for the period ended 30th September 2021. Trond Williksen, CEO 00:17 – Introduction 00:52 – Highlights of the period 04:21 – Performance highlights 06:48 – Operational highlights Septima Maguire, CFO 13:16 – Financial review 15:44 – Segmental highlights 23:07 – Cash flow 24:29 – Looking forward Trond Williksen, CEO 26:22 – Strategy 28:23 – ‘One Benchmark’ opportunities 29:33 – Current trading & Outlook 31:07 – Investment case 31:36 – Closing remarks Benchmark Holdings plc is engaged in the provision of aquaculture health, genetics and nutrition. The Company’s segments include genetics, advanced nutrition and health. The Company develops products that helps fish and shrimp to improve their sustainability and profitability by improving yield, quality, and by reducing mortality. The Company’s products include high genetic quality ova for salmon, shrimp and tilapia, and breeding, program, specialist feeds for early stage shrimp and fish; probiotics, biocides and medicines.

ActiveOps CEO & Founder, Richard Jeffery and CFO, Patrick Deller present to analysts the interim results for the period ended 30th September 2021. Richard Jeffery, CEO & Founder 00:17 – Introduction to ActiveOps 00:39 – Overview of the business 02:24 – The market 03:18 – Key financials 06:00 – H1 Areas of focus 07:50 – Operating regions Patrick Dellar, CFO 08:16 – Strength of the SaaS model 09:04 – P&L statement 10:59 – Cashflow & Balance sheet Richard Jeffery, CEO & Founder 12:21 – Strategy & Opportunity 14:30 – Market Opportunity 16:09 – Confident outlook 17:27 – Q&A 34:08 – Closing remarks ActiveOps plc, formerly ActiveOps Limited, is a United Kingdom-based management process automation (MPA) software company. The Company provides a software as a service (SaaS) platform to enterprises with global back-offices. Its software and embedded back-office operations management methodology enables enterprises to adopt a data-driven approach to organizing work and managing capacity. The Company's enterprise platform comprises Workware+, its MPA software platform, and AOM, its operations methodology and framework for effective back-office management. Its cloud-based ControliQ employee performance management solution enables managers to simplify running operations. Its solution, WorkiQ, captures workforce analytics from desktop activity for employee engagement. The Company's OpsIndex Score & Benchmarking tool involves measuring the performance of the operational business on an enterprise level, department by department and against community level.

Alexandra Jackson, Fund Manager of the Rathbone UK Opportunities Fund. The fund has returned 20% ytd (as at 22.10.21) and has an impressive track record over the longer term. Here, we learn about Alexandra's selection criteria of scalability, durability, quality and governance. This does lead to some UK tech companies, which do exist! She outlines how the team assessed the portfolio during the March 2020 Covid crises, and reflects on lessons learned, referring to their score card to take emotion out of investing decisions. She makes it all sound so easy! 00:41 Alexandra’s background 02:05 The performance of the fund v FTSE All Share and peers 03:54 Approach and learnings from March 2020 06:05 Investment selection criteria: Scalability: Future #FUTR & Keystone Law #KEYS Durability: Diploma #DPLM Quality: Halma #HLMA Governance: Greggs #GRG 10:47 Valuations 12:05 Lower PE stocks in the portfolio: MJ Gleeson #GLE, Beasley #BEZ 13:53 IPOs: Oxford Nanopore Technologies #ONT; Bites Technology Group #BYIT 16:57 Current sentiment to capital raises 17:32 UK tech, including Kainos #KNOS & Molten Ventures #GROW 22:14 What are the most exciting stocks that could move the dial in the next year: Intermedia Capital #ICP; Accsys Technologies #AXS; Greggs #GRG 24:54 Learning from mistakes 26:45 Qualities that make a good Fund Manager Alexandra Jackson manages the Rathbone UK Opportunities Fund, (formerly named Rathbone Recovery Fund) which she has run since 2014. She joined Rathbones in January 2007 and was formerly Assistant Fund Manager on the Rathbone Global Opportunities Fund. Alexandra holds the IMC and is a CFA (Chartered Financial Analyst) charterholder. Rathbone Funds UK: rutm.com Rathbone UK Opportunities Fund: https://www.rathbonefunds.com/uk/individual-investor/multi-asset-fixed-income-and-equity-funds/rathbone-uk-opportunities-fund

IG Design Group H1 2022 presentation for the period ended 30th September 2021, given by CEO, Paul Fineman, and CFO, Giles Willits. Paul Fineman, CEO 00:19 Introduction 00:40 Summary of the year Giles Willits, CFO 06:00 Financial overview Paul Fineman, CEO 11:41 Supply chain challenges and cost headwinds 17:09 The regions: DG Americas 20:08 DG International update 21:37 FY22 Outlook 23:15 FY23 Long-term positive outlook 29:10 Q&A IG Design Group plc, formerly International Greetings plc, is engaged in the design, manufacture and distribution of gift packaging and greetings; stationery and creative play products, and design-led giftware. The Company's geographic segments include UK and Asia; Europe; USA, and Australia. The Company sells its products in over 150,000 stores across approximately 80 countries. It also offers a portfolio of licensed and customer bespoke products suitable for sale through multi channel distribution. The Company's products include crackers, pens and pencils, stickers, single cards and gift wrap. The Company offers its products under the brands A Star, B Stationery, Papercraft and Pepperpot. Its subsidiaries include Artwrap Pty Ltd, International Greetings UK Ltd, International Greetings USA, Inc, International Greetings Asia Ltd, The Huizhou Gift International Greetings Company Limited, Hoomark BV, Anchor International BV and Hoomark S.p.z.o.o.

Appreciate Group interim results for the period ended 30th September 2021, presented to analysts by CEO, Ian O'Doherty and CFO, Tim Clancy. Ian O’Doherty, Chief Executive Officer 00:17 – Introduction 00:44 – Strategic highlights of the period 02:46 – Financial highlights of the period 04:45 – Strong recovery in H1 billings 05:27 – Corporate operational highlights 05:57 - Consumer operational highlights Tim Clancy, Chief Financial Officer 06:26 – Financial results 13:19 – Summary Ian O’Doherty, Chief Executive Officer 13:45 – Our strategic journey 13:54 – Evolving our strategy to drive growth Areas of emphasis: 14:57 – Performance 16:28 – Products 17:56 – Partnerships 19:08 – Platform 20:31 – Summary: Driving growth opportunities Appreciate Group plc is a United Kingdom-based company gifting and engagement company. The Company operates through two segments: Consumer and Corporate. The Consumer segment Offers multi-retailer redemption product directly from its Website www.highstreetvouchers.com or via its christmas savings offering. The corporate segment includes the Company's sales to businesses, offering primarily sales of the Love2shop voucher, flexecash cards, Mastercards and e-codes in addition to other retailer voucher. The Company's products are split into three categories: Multi-retailer redemption product, Single retailer redemption products, and Other. The Single retailer redemption products includes third party retailer vouchers, cards, and e-codes. The Other category provides hampers, merchandise, and consultancy fees. 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.

Eneraqua Technologies IPO'd on 22.11.21. Here, Mitesh Dhanak, CEO and Iain Richardson, CFO outline the business, why they have listed and their strategy going forward. 00:25 Who are Eneraqua Technologies? 01:19 Growth drivers 02:25 Financial highlights 02:46 Growth strategy About Eneraqua Technologies: Eneraqua Technologies (AIM:ETP) is a specialist in energy and water efficiency. The Group has two divisions: energy and water. Energy is the larger division, with the Company focused on clients with end of life gas, oil or electric heating and hot water systems. The Group provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support Net Zero and decarbonisation goals. The water division is a growing service offering focused on water efficiency upgrades for utilities and commercial clients including hotels and care homes. The activities in both divisions are underpinned by the Company's wholly-owned intellectual property, the Control Flow HL2024 family of products which reduce water wastage and improve the performance of heating and hot water systems. The Company's main country of operation is the United Kingdom. The Company's head office is based in London with additional offices in Washington (Sunderland), Leeds, India, Spain and the Netherlands. The Company has 94 full time employees, with the majority employed within the UK. Eneraqua Technologies has received the London Stock Exchange's Green Economy Mark.

IG Design Group CEO, Paul Fineman, and CFO, Giles Willits, give an overview of the interim results for the period ending 30th September 2021. Paul Fineman, CEO 00:22 Overview of the period Giles Willits, CFO 01:13 Financial overview Paul Fineman, CEO 02:30 External challenges 05:06 Operational review 06:36 Outlook IG Design Group plc, formerly International Greetings plc, is engaged in the design, manufacture and distribution of gift packaging and greetings; stationery and creative play products, and design-led giftware. The Company's geographic segments include UK and Asia; Europe; USA, and Australia. The Company sells its products in over 150,000 stores across approximately 80 countries. It also offers a portfolio of licensed and customer bespoke products suitable for sale through multi channel distribution. The Company's products include crackers, pens and pencils, stickers, single cards and gift wrap. The Company offers its products under the brands A Star, B Stationery, Papercraft and Pepperpot. Its subsidiaries include Artwrap Pty Ltd, International Greetings UK Ltd, International Greetings USA, Inc, International Greetings Asia Ltd, The Huizhou Gift International Greetings Company Limited, Hoomark BV, Anchor International BV and Hoomark S.p.z.o.o.

Michael Bonte-Friedheim, CEO and Founder of NextEnergy Capital and Ross Grier, Managing Director of NextEnergy Capital present NextEnergy Solar Fund’s interim results for the period ended 30 September 2021, to analysts and investors. Michael Bonte-Friedheim, Group CEO 00:16 – Introduction 02:20 – NESF: a brief overview 02:56 – Financial highlights 05:39 – Key period highlights 07:12 – Period performance Ross Grier, Managing Director 08:04 – Portfolio growth Michael Bonte-Friedheim 10:16 – Nav bridge 10:44 – Portfolio bridge Ross Grier 12:23 – Nav sensitivities 14:30 – Optimised capital structure 15:23 – Ordinary share dividends 15:57 – Forecast power prices 17:10 – Protecting future cash flows 20:17 – ESG 21:20 – Strategic forward focus Michael Bonte-Friedheim 22:40 – NESF going forward 23:48 – Q&A 38:02 – Closing remarks NextEnergy Solar Fund Limited is a closed-ended investment company. The Company's principal activities and investment objectives are to provide investors with a sustainable and attractive dividend that increases in line with retail price index over the long-term by investing in a portfolio of solar photovoltaic (PV) assets that are located in the United Kingdom. It seeks to provide investors with an element of capital growth through the reinvestment of net cash generated in excess of the target dividend in accordance with its investment policy. Its portfolio includes over 94 solar PV plants that are located across approximately 20 different counties of England and Wales. In addition, the portfolio is diversified across over 20 non-connected contractors, approximately 10 different Tier 1 solar panel manufacturers and over nine Tier 1 inverter manufacturers. NextEnergy Capital IM Limited is the investment manager and NextEnergy Capital Limited is the investment advisor of the Company.