PIWORLD Investor Podcasts

CVS's CEO, Richard Fairman gives an overview of full year results for the year ended 30th June 2021. 00:21 - FY20 highlights 02:03 - Strategic progress 05:26 - Outlook 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.

Somero CEO, Jack Cooney, CFO, John Yuncza and VP of Finance, Enzo LiCausi outline the interim results for the period ended 30 June 2021. They have experience unprecedented demand, delivering record revenue, profits and operating cashflow. In June, they introduced the Somero SkyStrip expanding their portfolio to 18 products. Looking forward they are planning to increase the operating capacity at the Michigan facility by 35%. As for the outlook, they are raising guidance, expecting revenues of $120m and EBITDA of $42m. A very confident presentation. Jack Cooney, CEO 00:17 - H1 2021 Highlights John Yuncza, CFO 02:51 - Financial highlights Enzo LiCausi, VP of Finance 09:25 - Operating results John Yuncza, CFO 13:22 - Strategy update 18:51 - ESG 21:15 - Outlook 23:49 - Q&A Jack Cooney, CEO 52:26 - Closing remarks Somero Enterprises, Inc. is a manufacturer of laser-guided equipment. The Company's equipment automates the process of spreading and leveling volumes of concrete for commercial flooring and other horizontal surfaces, such as paved parking lots in North America. The Company's products include S-22E, S-15R, S-15M, STS-11M, S-840, S-485, CopperHead XD 3.0, Mini Screed C, PowerRake 3.0, 3-D Profiler and SiteShape. 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 3-D Profiler System allows automatic paving of contoured sites using a Somero Laser Screed equipment. The CopperHead XD machine encounters applications, such as chaired rebar, low slump and poor subgrades. The Somero eXtreme Platform (SXP) allows users use their Laser Screed equipment.

LCM's CEO, Patrick Moloney gives an overview of the period ended 30th June 2021. 00:25 – FY21 highlights 01:50 – Financial performance 02:47 – Portfolio development 05:10 – Measuring success 06:49 – Market dynamics 08:52 – 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.

Diaceutics CEO, Peter Keeling and CFO, Philip White present the half year results for the period ending 30th June 2021. The DXRX platform services the unmet diagnostic commercialisation needs of the pharmaceutical industry. The engagement from clients on the DXRX platform is ahead of the Board's expectations, and the progress made with their laboratory network during H1, sets them in good stead for H2. They anticipate a more balanced first half, second half weighting compared to previous years. Peter Keeling, CEO 00:17 - Introduction & overview 02:52 - Strategic roadmap 04:13 - Business transformation 09:00 - Highlights Philip White, CFO 15:55 - Benefits of DXRX 18:19 - Financial highlights Peter Keeling, CEO 26:24 - Outlook 33:01 - Q&A 49:56 - Closing remarks Diaceutics PLC is a United Kingdom-based data analytics and implementation services company which services the global pharmaceutical industry. The Company offers end to end services that encompasses from understanding the diagnostic landscape to test implementation into treatment pathways to enable better treatment decisions for patients. The Company’s data analytics and implementation services, including Landscape, Tracking, and Primary Market Research, leverages the diagnostic testing information to provide data-driven insights to drive seamless integration of diagnostic tests into treatment pathways. Its implementation services include Planning, Commercialization and Reimbursement Landscapes, to build the strategies and implement the tactics that drives optimal test utilization, ensuring that patients are getting the right treatment.

RAI's CEO, Soraya Narfeldt, COO, Lars Narfeldt & CFO, Andrew Bolter present H1 results for the period ending 30th June 2021, which are in line with expectations. More details are given on Mozambique, and the significant new contract awards which give a sense of the outlook and the strength of the business going forward. It includes Q&A from the investor audience. Soraya Narfeldt, CEO 00:16 - Introduction & agenda 00:44 - H1 21 Headlines Andrew Bolter, CFO 01:54 - Financial performance 06:01 - Operational focus Lars Narfeldt, COO 06:34 - Mozambique update 09:17 - Strategic execution 16:54 - ESG Andrew Bolter, CFO 18:54 - Outlook Soraya Narfeldt, CEO 20:45 - Summary 21:51 - Q&A 31:51 - Closing remarks RA International Group PLC is a United Kingdom-based remote site service provider. The Company offers integrated camp services, from the construction of camp facilities to full life support services- including camp catering and camp maintenance services for clientele operating in remote and challenging environments. It focuses on providing remote site solutions for those involved in humanitarian operations, and the oil and gas and mining industries. The Company’s service offerings include construction, operation and maintenance, integrated facilities management, supply chain, and accommodation. It provides its services to mining, oil and gas, and humanitarian.

Bonhill's CEO, Simon Stilwell and CFO, Sarah Thompson present the interim results for the period ended 30th June 2021. Simon Stilwell, CEO 00:17 – Introduction & Agenda 00:42 – H1 Headlines Sarah Thompson, CFO 01:54 – Financial results Simon Stilwell, CEO 04:42 – Rebranding 05:39 – Global events 06:46 – ESG 08:07 – H2 Focus on delivery 08:59 – Summary & Outlook Bonhill Group PLC, formerly Vitesse Media Plc, is a United Kingdom-based business to business (B2B) media company. The Company provides business information, live events and data and insight propositions to international technology, financial services and diversity business communities. Business information includes digital/print magazines, online portal, digital content, video, audio, content syndication and marketing services. Live events include various formats, such as awards, summits, conferences, career fairs and workshops. Data and insight include industry research programs, white papers, market research and survey, directories, industry/company data product, workflow management solution and bespoke consultancy. The Company’s flagship titles include SmallBusiness.co.uk, Information Age, GrowthBusiness.co.uk and What Investment.

MADE CEO, Philippe Chainieux and CFO Adrian Evans outline the highlights of the period, including a strategy update and financial review. 00:18 Introduction by Philippe Chainieux, CEO 00:40 Video highlighting the H1 achievements 02:17 The key figures & core strengths by Philippe Chainieux, CEO 07:10 The financial review by Adrian Evans, CFO 10:33 Summary and outlook by Philippe Chainieux, CEO Made.com Group Plc is a United Kingdom-based holding company. The Company through its subsidiary, Made.com Limited, is engaged in the online retail of furnishings and homeware. The Company operates under two reportable segments: UK operations and Continental Europe operations. It sells its products across the United Kingdom, Germany, Switzerland, Austria, France, Belgium, Spain and the Netherlands through its e-commerce platform. The Company partners with over 150 established and up-and-coming designers, artists and collaborators. The Company's subsidiaries also include Made.com Design Ltd, Made.com Netherlands B.V, Made.com Trading Limited and Made.com Company Limited.

SThree CEO, Mark Dorman and CFO, Andrew Beach give a trading update for Q3 2021. A very strong performance for the group with net fees up 11% in the quarter. Investment will gather pace through the remainder of the year with the benefits to be seen FY22. The outlook for the full year is anticipated to be significantly ahead of expectations , following the upwards revision provided in June 2021. Mark Dorman, CEO 00:18 – Q3 Summary Andrew Beach, CFO 01:53 – Financial highlights Mark Dorman, CEO 07:38 – Q3 Outlook 08:56 – Q&A 16:30 – Closing remarks SThree plc is an international staffing company, which provides specialist recruitment services in the science, technology, engineering and mathematics (STEM) industries. The Company provides permanent and contract staff to sectors, including information and communication technology (ICT), banking and finance, life sciences, engineering and energy. The Company's segments include the United Kingdom & Ireland (UK&I), Continental Europe, the USA, and Asia Pacific & Middle East (APAC & ME). The Company's recruitment brands include Computer Futures, Progressive Recruitment, Huxley and Real Staffing. The Company's other brands include Global Enterprise Partners, Hyden, JP Gray, Madison Black, Newington International and Orgtel. The Company delivers contract, permanent, projects, retained and executive search recruitment solutions. Its support and mobility services offer contracting, relocation and relevant visa support. It provides resources to support its brands with contractor services.

Pebble's CEO Chris Lee, and CFO Claire Thomson present the interim results for the period ending 30 June 2021. Revenues are returning to strength, 39% ahead of HY20. Facilisgroup achieved an adjusted EBITDA margin of 54.6%, and they maintain their aspiration to grow annual recurring revenue to $50m by the end of FY24. Brand Addition revenues for FY21 are expected to be ahead of FY20 & FY19. For the outlook, management expect the full year to be at least in line with expectations. Chris Lee, CEO 00:17 – Introduction 01:35 – HY21 highlights Facilisgroup Claire Thomson, CFO 02:24 –Financial highlights Chris Lee, CEO 08:44 – Operational metrics Brand Addition Claire Thomson, CFO 19:27 –Financial highlights Chris Lee, CEO 25:15 – Operational metrics The Pebble Group 29:39 – ESG 31:09 – Outlook 32:18 – Q&A 38:41 – Closing remarks The Pebble Group PLC is a United Kingdom-based company that provides products, services and technology to the global promotional products industry. The Company operates through two businesses: Brand Addition and Facilisgroup. Brand Addition is its promotional product merchandise business that provides promotional products to global brands. Brand Addition, through its network, sources and provides promotional product solutions to clients, who operate in sectors which include health and beauty, fast moving consumer goods, transport, technology, banking and finance and charity. Facilisgroup is the Company’s software as a service (SaaS) business that provides subscription-based services to small and medium enterprise (SME) promotional product distributors in the United States and Canada. Facilisgroup’s suite of services includes business intelligence software and community events.

This is the fifth virtual StockSlam hosted by Damian Cannon. Not only is it great fun, the track record has been pretty impressive with each portfolio of ten picks up as follows: from February 2021 +23%, April +18.5%, May +10% and June +9.6%. The single stock winner has been Tekcapital (TEK) up 186%, followed by Renold (RNO) +63% and Cakebox +51%. The format, each ‘slammer’ has 3 minutes to ‘slam’ their stock followed by 3 minutes of audience questions. These are just ideas, the presenter probably is talking their own book. Please do all your own research! If you’d like to slam at a future StockSlam, please contact me via the PIWORLD contact page. 00:20 Introduction by Damian Cannon 03:00 Damian Cannon: Robert Walters (RWA) 09:11 Tamzin Freeman: Argentex (AGFX) 14:40 Alex Schlich: Capita (CPI) 21:36 David Carle: Belvoir (BLV) 28:15 Twenties Trader: AB Dynamics (ABDP) 35:34 Mark Simpson: Base Resources (BSE) 42:05 David Thornton: Totally (TLY) 48:40 Lawrence Judd: Watches of Switzerland (WOSG) 55:46 Edmund Shing: Geiger Counter (GCL) 01:02:45 Alan Firth: Quiz (QUIZ) 01:08:00 Damian Cannon closing remarks Thank you to all the presenters. The next Stockopedia/PIWORLD StockSlam is Wednesday 8th October, 6pm, register via the events page