PIWORLD Investor Podcasts

Phillip Wale, CEO, and Stephen Ford, Head of Wealth Management give an overview of FY21, the year ended 31st March. A strong performance from the Capital Markets Division and continued progress in Wealth Management has delivered the first profit in five years and has enabled considerable investment across the Group to ensure future growth. Phillip Wale, CEO 00:21 – Introduction 00:40 – Financial Highlights Divisional Review Stephen Ford, Head of Wealth Management 01:51 – Wealth Management Phillip Wale, CEO 03:41 – Capital Markets 05:07 – Current Trading and Outlook 05:35 – Summary 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.

Listed private capital gives all investors access to high-performing private equity and credit investments -- funds of ready-made diversified portfolios of interesting and well managed private companies in exciting growth sectors such as technology enablement and health and wellbeing and at the forefront in ESG investing. As the fund shares are listed, investors have liquidity in what would otherwise be a medium to long-term investment. In this, the first of a two-part series we explore the listed private capital opportunity with leading managers who will explain and discuss the investment case and the opportunities presented by their individual investment strategies.   Deborah Botwood Smith, CEO - LPeC 00:17 – Introduction to Listed Private Capital Paul Daggett, MD NB Private Equity Partners 05:40 – NB (Neuberger Berman) Private Equity Partners Investing in private companies to generate long-term growth. Linda Tierala, Director, Communications and Investor Relations, CapMan Oyj 20:05 – CapMan - A Nordic Private Assets Powerhouse Investing in real estate, infrastructure, special situations, growth, buyout and credit opportunities in the Nordic region. Kristof Vande Capelle, CFO, Gimv NV 34:52 – Gimv Specialist European mid-market investment company that invests in innovative and entrepreneurial growth companies. 54:48 – Q&A

Richard has doubled his money on a rolling twelve-month basis to July 2021. Here, he gives his views on the markets, the economy, and where he sees opportunities. He is positive on global equities, with caveats. He saw August 2020 as the start of the business recovery, which he believes is still on course. He cautions to keep an eye on PMI/ISM data to see the continued growth. He’s bullish on industrial cyclicals due to government fiscal spending, citing Kier. Essentially, he’s looking for companies with pricing power, strong brands and structural drivers. Richard runs a concentrated portfolio of just 16 stocks, here he expands on some of his holdings and why he feels these investments will profit in the current environment. You should assume Richard owns any shares he talks about so, of course DO YOUR OWN RESEARCH if they are of interest to you. 00:50 Richards performance year to date 01:25 Reach (RCH) 02:00 The markets and economic background. 10:25 Reach (RCH) 14:18 Polar Capital (POLR) 15:57 Redde Northgate (REDD) 16:35 UP Global Sourcing (UPGS) 17:05 Macfarlane (MACF) 17:20 Synthoma (SYNT) 18:00 Wickes (WIX) 18:25 Novacyt (NCYT) 23:51 Made.com (MADE) 32:19 Devro (DVO) 39:22 National World (NWOR) 49:55 The government bond market PIWORLD videos are for information, education and interest only. They do not constitute any kind of recommendation to buy a share in any company mentioned, do your own research. Richard's background in his own words: My interest in the London stock market came about in the early 80’s – working over the summer holidays whilst at college, as a post boy – leading to being somewhat of a gofer for a man called Zimmerman, who help build Mercury Asset Management in the 1980s. The taste of the moving parts of the City gave me my first real joy of City life – and I loved it. 1986 – joined Lazard Brothers (via the back door) as a Trust Accountant, valuing and doing the daily book-keeping for investment trusts/unit trusts. Had my chance to move to the front office in 1988 as an assistant fund manager on the bond the international desks. Met my first real mentor John Innes, helping to manage and win major international global accounts – flying around the world in my mid 20’s. Realised the real way to learn the skills needed to manage money was via mentors – very good ones. My real passion is to manage money invested directly in stocks and shares – where I saw the excitement and thrills – and having the belief I could make serious money. Passed my analyst and other professional exams then had the chance to join a real modern-day investment legend – Richard Smith – becoming his no.2 on the Lazard UK Small Companies desk. Over the following 5 years gained the opportunity to build the investment style foundation stones – I still follow today. The importance of skilled mentors – is the real key to the success of any young professional – especially in the investment world. True 30 years ago – true today. 1997 – left Lazard to join the sell-side (stockbroking), Chaterhouse - specialising in small and mid-cap UK companies. An amazing experience, helping to take a mid-ranking firm to No1. 2001 – sold my soul to Merill Lynch. 2005 – returned to the buy-side with Cazenove to help run the UK-focused hedge funds – mixing my stock-picking skills to their business cycle style. Ended up with about £1.5billion of funds to manage and becoming one of the most successful performing UK hedge funds in the UK in that period, especially the GFC. 2010 – left Cazenove to join Trium – a private family wealth office – managing our own money – no clients – simply an absolute returned focused approach. Long – short. And both short and long-term objectives and managing my own pa. money alongside.

The Panoply FY21 results presentation by Neal Gandhi, CEO and Oliver Rigby, CFO. An excellent year. Highlights include having welcomed three quality businesses into the Group, delivering 19% organic revenue growth, very strong cash conversion and having made substantial progress against ESG targets. Trading momentum has accelerated further into the current year, and they have signed c £18.6m in new contracts in Q1 FY2022. They expect revenue and EBITDA for FY22 to be significantly ahead of current market expectations and to deliver analysts' expectations for FY23 a full year early. Neal Gandhi, CEO 00:18 – Introduction & Agenda 00:46 – 2021 in Overview 02:52 – Covid-19 – Playing Our Part 05:57 – Our Impact 07:43 – Our Market 08:22 – Organic Growth 09:27 – Acquisitive Growth Oliver Rigby, CFO 11:27 – Financial Results 13:27 – ESG Results 15:53 – Our Commercial Vision for 2023 17:37 – Our ESG Vision for 2023 18:30 – Financial Graphs 20:10 – Statutory P&L Neal Gandhi, CEO 22:36 – Business Overview & Outlook Neal Gandhi, CEO Oliver Rigby, CFO 31:21 – Q&A Neal Gandhi, CEO 39:14 – Closing Remarks 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.

The Capital Markets Day of Headlam, Europe's leading floorcoverings distributor, at its distribution centre in Ipswich. Hosted by the Directors of Headlam, and featuring presentations from managers responsible for projects under the Company's Operational Improvement Programme delivering revenue growth opportunities and cost improvements. It includes a tour of the Ipswich facility. Steve Wilson, CEO 00:16 – Introduction Adrian Harris, Managing Director, UK 02:39 - Agenda 05:05 – The UK Opportunity 17:15 – Operational Improvement Program Iain Lennard, Sales Development Director, UK 22:17 – Introduction 23:34 – Sales Force Effectiveness Farren Murphy, Commercial Director, National Carpets 26:22 – Introduction 27:41 – Multiple Retailers Iain Lennard, Sales Development Director, UK 37:03 – Multiple Retailers - Continued Ian Crick, Trade Counter Program 42:36 – Introduction 43:43 – The Trade Counter Opportunity 55:08 – Ipswich Distribution Centre Tour Rob Marsh, Operations Project Manager 57:19 – Introduction 58:03 – Ecommerce & Digital 1:11:46 – Transport Integration Steve Wilson, CEO 1:20:14 – ESG Strategy 1:28:34 – Conclusion Headlam Group Plc is a United Kingdom-based company, which is engaged in the marketing, supply and distribution of a range of floorcovering products. The Company's operations are focused on providing customers, principally independent floorcovering retailers and contractors, with a range of floorcovering products supported by a next day delivery service. The Company operates through 56 operating segments in the United Kingdom and five operating segments in Continental Europe. Each operating segment is a trading operation aligned to the sales, marketing, supply and distribution of floorcovering products. The Company's activities and facilities are located throughout the United Kingdom, France, Switzerland and the Netherlands. Its business in France operates from approximately two distribution centers and over 20 service centers, and the businesses in Switzerland and the Netherlands each operate from a single distribution center.

Neal Gandhi, CEO & Co-Founder, and Oliver Rigby, CFO & Co-Founder, give an overview of The Panoply FY results.  Strong growth with revenue up 62%, 19% organic growth, and a sales order backlog of £39m to be delivered by end March 22.  They outline new targets to achieve 10-15% organic revenue growth per annum and to become a top 20 public sector supplier which means generating annual revenues at or around £200m by 2025.  For the FY2022 both revenue and EBITDA will be significantly ahead of current market expectations and they expect to deliver analysts' expectations for FY2023 a full year early.    Neal Gandhi, CEO & Co-Founder 00:25 Overview of the year Oliver Rigby, CFO & Co-Founder 02:10 Financial highlights 02:50 ESG results Neal Gandhi, CEO & Co-Founder 03:22 Progress against strategy with acquisitions and organic growth Oliver Rigby, CFO & Co-Founder 04:30 Performance against stated targets and new ones established Neal Gandhi, CEO & Co-Founder 05:37 Current trading in Q1 2022 07:17 What are your key focuses for the period ahead? What does the future hold? 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.

Stuart Widdowson, Managing Partner of Odyssean Capital is looking to double the client’s money every five years. Here he outlines how he achieves that, and what he’s looking for in the companies in which he invests, using the best of private and public equity investing styles. Odyssean runs a concentrated portfolio focussing on smaller companies. 00:37 Stuart’s background 01:27 How did the Odyssean IT come about? 04:37 What return are you looking to achieve? 06:00 Public equity v private equity investing 08:35 Attributes Stuart looks for in companies in which he invests 11:20 What are private equity & trade buyers looking for? 13:09 Flowtech Fluidpower (FLO) 17:05 How do you realise the potential in companies? SDL (SDL/RWS). 21:00 Which companies in your portfolio are most likely to have a bid approach? Attributes private equity doesn’t like? 22:20 Elementis (ELM) 26:40 Where do your ideas come from? 27:37 How long do you spend researching an idea? What are the catalysts for buying? 28:40 Xaar (XAR) 31:28 How much do you look at what other fund managers are doing? 32:42 Clinigen (CLIN) & its profit warning 36:48 Which holdings are you most excited about? Chemring (CHG) 38:30 Sector selection: healthcare Spire Healthcare (SPI) and Vectura (VEC) 42:53 Inflation & how can investors plan for it? Stuart is the Managing Partner of Odyssean Capital, which he founded in 2017. He has spent the last 18 years investing in public and private UK small and mid-size corporates and a further two years providing investment advice in the same field. Prior to founding Odyssean, he was a Director and fund manager at GVQ Investment Management. In 2009, he became lead fund manager of Strategic Equity Capital plc. Over the following 7 years, was instrumental in driving a turnaround in the performance and fortunes of this closed-ended fund. Stuart began his career as a strategy consultant undertaking commercial due diligence and strategy projects for private equity and corporate clients. In 2001 he joined HgCapital and spent five years executing small and mid-cap leveraged buyouts in the UK and Germany, including working on a number of public to private transactions of UK quoted companies. http://www.odysseancapital.com/ Odyssean Investment Trust: http://www.oitplc.com/

Appreciate Group’s CEO, Ian O’Doherty & CFO, Tim Clancy present full-year 2021 results. It was a year of significant progress – weathering lockdowns whilst re-focussing the business and accelerating the digital proposition. Ian O’Doherty – Chief Executive Officer 00:17 – Introduction 00:33 – Year In overview 02:04 – Financial highlights 04:13 – Operational highlights Tim Clancy – Chief Financial Officer 05:59 – Financial results 11:51– Summary Ian O’Doherty – Chief Executive Officer 12:13 – Strategic update 15:38 – ESG 16:41 – Technology transformation 17:35 – Outlook & summary Appreciate Group Plc, formerly Park Group Plc, is a United Kingdom-based multi-retailer redemption product provider to corporate and consumer markets. It operates gift voucher, prepaid gift card and financial service business, which is engaged in delivering rewards and prepaid products and is focused on consumer prepayments and corporate reward and incentive programs. The Company’s segments include consumer and corporate. The consumer segment includes the Company’s sales to consumers, utilizing its Christmas savings offering. The corporate 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 vouchers. Love2shop is the multi-retailer gift voucher and prepaid gift card. It offers flexecash, which is its information technology infrastructure. Its Park Christmas Savings Club operates through a network of agents.

The fourth virtual StockSlam hosted by Damian Cannon. Eleven private investors ‘slam’ their best stock idea live, in just 3 minutes, to a sophisticated investor audience followed by questions that keep the slammers on their toes. Bite-sized nuggets to invpire your further research. Fast, factual and fun. 00:18 Damian Cannon introduction 02:40 Gamma Communications (GAMA): Damian Cannon 09:40 Redde Northgate (REDD): Jon McFarlane 15:30 VP Group (VP.): David Thornton 22:16 Tandem (TND): Andrew Robinson 28:37 Phoenix Copper (PXC): Donald Pond 33:56 Endeavour Mining (EDV): Mark Bentley 42:39 Supreme (SUP): Dexter Burt 49:21 Frontier Developments (FDEV): Twenties Trader 56:34 Novacyt (NCYT): Charles Ford 01:04:40 Synthomer (SYNT): Daniel Jones 01:10:15 Concurrent Technologies (CNC): Jack Brumby The next StockSlam is Wednesday 8th September at 6pm. We hope you can joins us then.

Diaceutics Group CEO, Peter Keeling, and members of the senior management team provide an update on strategy, a demonstration of the DXRX SaaS platform and an expert industry panel discuss their views on the diagnostics market for precision medicine.   00:18 – Introduction by Deborah Davis Non-Executive Chair 06:28 – Overview of Diacuetics, Peter Keeling Founder and CEO 14:38 – Introduction to DXRX, Ryan Keeling Chief Innovation Officer 47:14 – Industry expert panel discussion Led by Susanne Munksted, Chief Precision Officer. 1:15:21 – Q&A 1:34:38 – Our opportunity & strategic roadmap, Peter Keeling Founder and CEO 1:41:31 – Business model & KPIs, Philip White CFO 1:49:10 – Conclusion, Peter Keeling Founder and CEO 1:50:35 – Q&A 1:59:56 – Closing remarks, Peter Keeling Founder and CEO At Diaceutics we believe that every patient should have access to the right treatment at the right time. We provide the world’s leading pharmaceutical companies with an end-to-end solution for the launch of precision medicine diagnostics enabled by DXRX – The Diagnostic Network®. DXRX is the world’s first diagnostic commercialisation platform for precision medicine, integrating multiple pipelines of real-world diagnostic testing data from a global network of laboratories.