PIWORLD Investor Podcasts

GetBusy's CEO, Daniel Rabie outlines what the business does, the market drivers and the growth strategy through organic growth and acquisition, including the two new acquisitions of Quoters and DocDown. GETB aspire to double their ARR over the next 5 years. 00:21 What Get Busy does 00:55 Market drivers 02:30 The growth strategy 03:10 Acquisitions: 1. Quoters 2. DocDown 04:38 The opportunity GetBusy plc is a United Kingdom-based company. The company is engaged in document management software business. The Company’s product offering includes Virtual Cabinet and SmartVault. The Virtual cabinet is document management software focused on the medium size to enterprise size content management (ECM) markets. It is used by accounting firms in the United Kingdom. SmartVault product is document management software targeting the professional small and medium enterprise (SME) market. The Company has operations across the United Kingdom, United States, Australia and New Zealand.

Andy Brough initiated a challenge to private investors and fund managers back in May 2021. Referencing a stock mentioned in the StockChallenge Andy Tweeted: "A stock I have never heard of or met, maybe I should just have an information forum where people pitch ideas to fund managers. Just need to get a few more. Could be like judgement day (for those who remember his column in The Sunday Times) in reverse. Any other fund managers up for it?" Fortunately they were! Here, we bring you a fund manager panel of Andy Brough, Schroders, Judith MacKenzie, Downing and Stephen English, Stellar Asset Management, who listen to pitches by John Marriott (@F15JCM), Rebecca Stewart (@Reb40 AKA Aston Girl), Ryan Rahimikia (@Ryankia2) and Richard Crow (@RebelHQ AKA Cockney Rebel). Both sides, the pitches, and the fund managers questions and comments are enlightening. The format is work in progress. Get in touch with any comments. If you would like to get your name and a stock idea in front of top fund managers to 'Sell it to the City', contact via the PIWORLD contact page (link below). 00:18 Introduction & background. 02:13 John Marriott – Brave Bison (BBSN). 09:46 Fund manager questions on Brave Bison. (Mentions Mission (TMG) & STV (STVG)). 14:30 Fund manager feedback on Brave Bison. (Mentions Digitalbox (DBOX)). 18:00 Rebecca Stewart – Springfield Properties (SPR). 22:20 Fund manager questions Springfield Properties. 25:08 Fund Manager feedback on Springfield (Mentions: MJ Gleeson (GLE)). 27:45 Ryan Rahimikia: TransferWise (WISE). 34:30 Fund manager questions on TransferWise. (Mentions: Alpha Fx (AFX)) 41:30 Fund manager feedback on TransferWise. 45:11 Richard Crow – Creightons (CRL) 51:00 Fund manager questions on Creightons. (Mentions Warpaint (W7L) 57:28 Fund manager feedback on Creightons. 01:00:52 The results: who Sold it to the City? If you would like to pitch at the next Sell it to the City, please contact us here.

Vertu CEO Robert Forrester, and CFO, Karen Anderson present interim results for the period ended 31st August 2021.  Record results with profit before tax of £51.8m due to the  favourable used vehicle market conditions and outperforming market trends.  For the full year, they guide ahead of expectations with adjusted profit before tax of no less than £65m (previously £50-55m), the highest ever.  A comprehensive presentation with full details on all business areas and the strategy going forward. The presentation slides can be downloaded here: https://drive.google.com/file/d/1nunJ22BR-qSx5WBZSh0JTXqTlyvkP3ob/view?usp=sharing Robert Forrester, CEO 00:05  Introduction 00:36  The history & highlights of H1 FY22 05:21  H1 FY22  financial KPIs (slide 5) Karen Anderson, CFO 06:20  Financial results Robert Forrester, CEO 16:11  Strategic update (slide 13) 38:20  Current trading and outlook  Vertu Motors plc is an automotive retailer in the United Kingdom. The principal activity of the Company is the sale of new cars, motorcycles, and commercial vehicles and used vehicles, together with related aftersales services. The Company is engaged in the provision of management services to all subsidiary statutory entities. The Company operates a chain of franchised motor dealerships offering sale, servicing, parts and bodyshop facilities for new and used car and commercial vehicles. The Company also operates various franchise dealerships, such as Volvo, Volkswagen, Land Rover, Audi, Mercedes-Benz and Jaguar, and operates Honda dealerships in the United Kingdom. The Company operates approximately 125 franchised and over three non-franchised operations across England and Scotland. The Company's subsidiaries include Bristol Street First Investments Limited, Bristol Street Fourth Investments Limited, Vertu Motors (VMC) Limited and Grantham Motor Company Limited. Produced by BRR Media. Distributed by PIWORLD.

1Spatial's CEO, Claire Milverton and CFO, Andy Fabian present 1Spatial’s interim results for the period ending 31 July 2021. Claire Milverton, CEO. 00:17 Introduction 00:58 Overview of 1Spatial plc 01:41 The importance of location data 02:59 Growth gear change 04:06 Proof the strategy is working 05:10 NUAR contract 06:06 Defra and the Rural Payments Agency contract 06:30 HM Land Registry contract 06:57 New UK Government contract 07:17 Next generation 911 contract Andy Fabian, CFO 08:12 HY22 highlights 09:17 Growth in ARR 10:46 Regional revenue growth 11:39 Summary P&L and margin 12:50 Cash flow 14:14 Financials conclusion Claire Milverton, CEO. 15:03 Market, strategy & opportunity 15:12 Transformational market opportunity 16:09 Delivering on the growth strategy 19:02 Outlook 21:07 Q&A Claire Milverton, CEO. 32:42 Closing remarks 1Spatial plc is a holding company. The Company's principal activity is the development and sale of information technology software along with related consultancy and support. It operates through three segments: Geospatial, Cloud Services and Central costs. The Geospatial segment includes the core 1Spatial Group, including France and Belgium, and Laser Scan Inc. The Cloud Services segment is represented by Enables IT and its two smaller businesses: Avisen and Storage Fusion Limited, and its associate, Sitemap Limited. Its geospatial technology enables organizations to manage, validate, integrate and interpret spatial data from different sources. Its products and services include 1Integrate for ArcGIS, 1Spatial Cloud, 1Spatial Management Suite, Elyx Suite, FME, Geocortex, G-Cloud Services, consultancy, support and training. Its clients include national mapping and cadastral agencies, utility and telecommunications companies, and government departments, including census bureaus.

Iain Staples, Fund Manager, on the UK Desk at Schroders, shares how he evaluates dynamic smaller companies for his funds. Firstly, they should make profit and have positive free cashflow, then he describes his four pillars, including their superiority through brand and reputation, then, what he describes as architecture, having the structures in place to operate in any environment; innovation to keep ahead, and strategic assets which make them untouchable. To illustrate, he picks companies with these qualities. He then goes on to give wise advice from his own mistake and gives a view on current markets. A thoroughly entertaining and enlightening interview. 00:41 Iain’s background 03:49 Sectors and themes Iain likes 05:11 Selection criteria for investments 09:58 Innovation: Oxford Instruments (OXIG), Spectris (SXS) Xp Power (XPP), Big Technologies (BIG) 11:54 Strategic assets: Elementis (ELM) 13:00 Are you limited in what you can invest in, by company size? 14:17 What companies offer good value at the moment? 15:03 Eurocell (ECEL) 15:26 Strix (KETL) 17:56 XP Power (XPP) 24:40 Battery storage: Invinity Energy Systems (IES). (PIWORLD interview with CEO of IES https://www.piworld.co.uk/company-videos/piworld-interview-with-invinity-energy-systems-ies-ceo-larry-zulch/) 33:10 Meditech 33:34 Renalytix (RENX) 40:30 Luceco (LUCE) (LUCE H120 results https://www.piworld.co.uk/company-videos/luceco-plc-luce-interim-results-september-2020/) 43:00 Learning from mistakes Saietta (SED); 46:13 NCC (NCC) 49:38 Current market valuations Iain Staples works on: Schroders UK Smaller Companies Fund: Schroders Dynamic UK Smaller Companies Fund https://www.schroders.com/ About Iain Staples: Iain’s first proper job, after studying maths and theoretical physics at Cambridge and Manchester, was at LEK Consulting, the corporate strategy consultant. After cutting his teeth on anything from potash mines in Spain to launching a low cost carrier for BA, he moved to Hoare Govett in 1999 in its TMT equity research team, just before the dot com bubble started to expand. After it duly popped, he emerged somewhat wiser from the experience and worked for ten years on the sell side, ending up at Altium as a roving analyst. Since 2012, he has worked at Schroders and took on his first fund in 2015.

Personal Group's CEO, Deborah Frost and CFO, Sarah Mace present the interim results for the period ended 30 June 2021. They are in the sweet spot providing benefits and services to improve employee wellbeing and engagement. Although hit by CV19 they are now benefiting from strong market tail winds with the insurance business picking up, Sage Employee Benefits demonstrating a significant growth in ARR and client numbers and HapiFlex delivered and live for the first client. This includes a helpful client testimonial from Sage. Deborah Frost, CEO 00:17 – Introduction & business overview 02:40 – Highlights Sarah Mace, CFO 05:15 – Financial results Deborah Frost, CEO 12:51 – Strategic & operational review 21:48 – HapiFlex by Personal Group 24:45 – Sage Employee Benefits 30:30 – Innecto 31:51 – Let’s Connect 32:28 – Key takeaways 33:40 – Q&A 40:27 – Closing remarks 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.

Air Partner’s CEO Mark Briffa discusses interim results for the period ended 30 June 2021. A very positive period resulting in another upgrade to expectations for the full year. We start to see how the strategy is coming together, including the recent acquisition of Kenyon. 00:29 Overview of the period 01:38 Strategy update 02:43 Kenyon 03:52 Outlook Air Partner PLC is a United Kingdom-based aviation services company. The Company provides worldwide solutions to industry, commerce, governments and private individuals. The Company has two divisions: Charter division comprising air charter broking and remarketing and the Air Partner Safety & Security division comprising the aviation safety consultancies, Baines Simmons, Clockwork Research and SafeSkys, as well as Air Partner's Emergency Planning Division. In addition, for reporting purpose, the Company is structured into four divisions: Commercial Jets, Private Jets, Freight (Charter) and Air Partner Safety & Security (Baines Simmons, Clockwork Research, SafeSkys and Air Partner's Emergency Planning Division).

CVS Group's CEO Richard Fairman, CFO, Robin Alfonso & COO, Ben Jacklin present full year results for the year ended 30 June 2021. Impressive numbers with total sales growth up 19.2% and adjusted EBITDA +37.3% with strong tailwinds in the UK pet care sector. Richard Fairman, CEO 00:17 – Introduction & agenda 00:50 – Overview 02:22 – Our integrated model 03:45 – Market & strategy update Robin Alfonso, CFO 08:14 – Financial review Ben Jacklin, COO 15:32 – Strategic & operational update Richard Fairman, CEO 22:31 – Outlook 25:01 – Closing remarks CVS Group plc is a holding company. The principal activities of the Company are to operate animal veterinary practices, veterinary diagnostic businesses, pet crematoria and an online pharmacy and retail business. Its segments are Veterinary Practice, Laboratories, Pet Crematoria and Animed Direct. The Veterinary Practice segment offers treatment for companion animals, equine and farm animals. The Laboratories segment provides diagnostic services to its veterinary practices and third-parties. Its laboratories provide Biochemistry, hematology, histology, serology and advanced allergy testing. The Pet Crematoria segment offers pet cremation services to its veterinary practices, third-party practices and directly to pet owners. The Animed Direct segment sells prescription and non-prescription drugs, pet food and other animal related products through its Website. It operates approximately 360 veterinary practices, four diagnostic laboratories, seven pet crematoria and an online dispensary.

LCM's CEO, Patrick Moloney, Executive Vice Chairman, Nick Rowles-Davies & CFO, Mary Gangemi present full year results for the year ended 30 June 2021. They achieved sustained growth and strong financials in disrupted market conditions. Going forward they are growing AUM with increased capital available to facilitate continued growth, they have a mature portfolio of high yielding assets, and feel the future market conditions will drive demand for LCM's capital. Patrick Moloney, CEO 00:17 – Introduction & Overview 03:21 – Building scale 06:10 – Maintaining performance Mary Gangemi, CFO 08:44 – Financial review Patrick Moloney, CEO 11:23 – Portfolio review Nick Rowles-Davies, Executive Vice Chairman 20:15 – Market dynamics Patrick Moloney, CEO 26:55 – Outlook 31:27 – Q&A 54:58 – Closing remarks 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.

Judges' CEO, David Cicurel, Gp FD, Brad Ormsby and COO, Mark Lavelle, present interim results for the period ended 30 June 2021. The Board is confident that the Group will exceed market expectations for the year. The order intake, revenue, profit and cashflow have recovered well from CV19. The organic orders to the end of August are up 23% yoy, although the environment is still challenging,. They have a new £60m five-year bank facility to provide greater acquisition financing capability. David Cicurel, CEO 00:16 – Introduction to Judges 03:02 – Key messages Brad Ormsby, CFO 06:37 – Financial review David Cicurel, CEO 21:35 – Growth strategy 32:40 – Outlook 35:11 – Investment case 36:35 – Q&A 51:16 – Closing remarks Judges Scientific plc is a United Kingdom-based company, which is engaged in the acquisition and development of a portfolio of scientific instrument businesses. The Company's activities are predominantly in or in support of the design and manufacture of scientific instruments. Its segments include Materials Sciences and Vacuum. Its subsidiaries include Armfield Limited, engaged in the design and marketing of engineering equipment and research instruments; Fire Testing Technology Limited, which is engaged in the design, manufacture and service of instruments that measure the reaction of various materials to fire; Scientifica Limited, which offers micropositioning equipment, microscopes and advanced imaging systems used in electrophysiology and neuroscience; Quorum Technologies Limited, which manufactures scientific instruments primarily used for electron microscopy sample preparation, and Sircal Instruments (UK) Limited, which designs, manufactures and distributes rare gas purifiers.