PIWORLD Investor Podcasts

CEO Frank Hanna and (new) CFO Ryan Mahoney give an overview of the business, the market structure and where MBH fit in; followed by extensive questions from the audience. Frank Hanna, CEO & Ryan Mahoney, CFO 00:17 – Introduction Frank Hanna, CEO 02:13 – About Michelmersh Brick Holdings 04:17 – 2020 Financial highlights 06:04 – Operational highlights 07:45 – Market structure 09:06 – Market fundamentals 10:59 – Outlook 15:14 – Q&A Frank Hanna, CEO & Ryan Mahoney, CFO Closing remarks – 25:52 Michelmersh Brick Holdings Plc is a United Kingdom-based company, which is engaged in the manufacture of clay bricks, tiles and pavers. The principal activity of the Company is the management and administration of its subsidiary companies. The Company’s segments are Building materials and Landfill. The Company’s Building materials segment is engaged in the manufacture of bricks, tiles and building products being principally facing bricks and clay paviors at Blockleys, which is based in Telford, Shropshire; Charnwood, which is based in Shepshed, Leicestershire; Freshfield Lane, which is based in Danehill, West Sussex, and Michelmersh, which is based in Romsey, Hampshire. The Company’s Landfill segment is engaged in landfill operations, through New Acres Limited, which is based in Telford, Shropshire. The Company’s brands include Blockleys, Charnwood, Freshfield Lane, Michelmersh and Hathern Terra Cotta. Its Blockleys brand manufactures a range of standard special shaped bricks.

NESF management present full year 2021 results for the period ended 31st March 2021, to analysts and investors. Kevin Lyon, Chairman 00:16 – Introduction & Overview Michael Bonte-Friedheim, Group CEO 02:08 – Key Highlights Ross Grier, Managing Director 05:23 – Growth plans & Outlook Michael Bonte-Friedheim, Group CEO 08:10 – Financial Highlights Ross Grier, Managing Director Michael Bonte-Friedheim, Group CEO 15:10 – Q&A Michael Bonte-Friedheim 36:02 – 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.

Reg has been dabbling in crowdfunding opportunities, about 50% of which are EIS opportunities. Here, he outlines how a few glasses of wine got him interested(!) and his subsequent journey. Not without risk but worthy of understanding these private equity type opportunities which are now accessible to all investors. Generously, Reg shares his experience for us all to learn from. *The day after recording this interview, Nutmeg announced on 17.6.21 they are to be purchased for £700m by JPMorgan Chase, a nice windfall for Reg and more than 2,000 investors who invested £250m through Crowdcube in 2019. 00:50 What is crowdfunding? 01:25 What drew crowdfunding to your attention and how did you get involved? 03.21 What’s the difference between this or Kickstarter or investing in VC Fund? 04:30 What is in it for the private investor? 06:57 What are the downsides? 09:12 What sort of return are you hoping to achieve? 10:35 Can you see what large holders are buying into opportunities? 13:07 What percentage of your portfolio would you put into these crowdfunded opportunities? 14:14 How do you view the risk? 15:26 How quickly do you expect to see a return on the investment? 18:14 Exiting 22:44 Access to management 24:04 How do you select investments? 29:30 How much investor information is there on crowdfunded opportunities? 32:16 How do you value the opportunities? 36:03 Market cycles 38:52 The pricing of the offer 40:18 Success rate 43:30 Market sectors About Reg Hoare Reg is a Managing Director of Engine MHP Communications, the leading Financial & Corporate PR firm where he specialises in advising mid-market companies, from FTSE 250 to AIM 100. He has over 35 years’ City experience including a decade in investment banking and securities. In his spare time, he is an active private investor, managing his own SIPP and other investments. Reg can be followed on Twitter @reghoare

IG Design Group's CEO, Paul Fineman & CFO, Giles Willits present the FY21 results, which were robust despite Covid-19. Looking forward they have impressive targets to achieve $1.5bn revenue and to double adjusted EBITDA. Here, they outline their strategy for that growth. Paul Fineman, CEO 00:17 - Introduction 00:23 - FY21 Highlights 02:53 - The business at a glance Giles Willits, CFO 06:22 - Financial highlights 07:58 - Profit & Loss 11:12 - Cashflow 14:08 - Shareholder Commitments Paul Fineman, CEO 14:58 - Strategy progress in 2021 20:23 - Growth plan 24:24 - Growth drivers, products 26:42 - Growth drivers, customers 28:40 - ESG 30:08 - Outlook & Summary 33:07 - Q&A Paul Fineman, CEO 37:23 - Closing remarks 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.

SThree's CEO, Mark Dorman and CFO, Alex Smith give a bit of colour to their trading update 14.6.21. Q2 was ahead of expectations which drives H1 net fees up both year on year and versus 2019. Further, there is sustained improvement in new deal activity and contractor retention rates. STEM has a strong balance sheet and the resilient contract business model gives them confidence for the future. Mark Dorman, CEO 00:17 - Introduction Alex Smith, CFO 01:20 - H1 trading overview 02:44 - Regional performance 03:49 - Strong positioning Mark Dorman, CEO 04:38 - H1 Summary 07:02 - Q&A Mark Dorman, CEO 21:09: 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.

IG Design Group's CEO, Paul Fineman and CFO, Giles Willits run through the highlights of the FY21 results.  A stronger than expected performance with a strong order book.  There is a new Growth Plan which targets driving revenues beyond $1.5bn and doubling the Group's Adjusted EBITDA. Paul Fineman, CEO & Giles Willits, CFO 00:29 - FY21 Summary Paul Fineman, CEO 03:34 - Growth Plan 04:27 - Operational highlights 05:48 - CSS integration and US highlights 07:19 - International highlights 08:28 - 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.

Mind Gym's Founder and CEO Octavius Black and CFO, Richard Steele present full year 2021 results. Octavius Black, Founder & CEO 00:18 Introduction & agenda 00:45 Mind Gym snapshot 01:44 FY21 trading highlights 03:49 Board changes Richard Steele, CFO 05:00 FY21 Financial highlights Octavius Black, Founder & CEO 09:06 Strategy update 11:15 The way the market works 20:02 Investment 25:09 Current trading and outlook 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.

Ted Baker’s CEO, Rachel Osborne and CFO, David Wolffe give an overview of the full year 2021. Rachel Osborne, CEO 00:38 Highlights of 2021 David Wolffe, CFO 02:52 Financial highlights 04:47 Outlook Rachel Osborne, CEO 06:13 Strategic progress and key initiatives for the year ahead Ted Baker Plc is a United Kingdom-based global lifestyle company. The Company offers a range of collections, including menswear, womenswear, global, phormal, endurance, accessories, audio, bedding, childrenswear, crockery, eyewear, footwear, fragrance and skinwear, gifting and stationery, jewelry, lingerie and sleepwear, luggage, neckwear, rugs, suiting, technical accessories, tiles and watches. The Company operates through three segments: retail, wholesale and licensing. It operates stores and concessions across the United Kingdom, Europe, North America and Asia and an e-commerce business based in the United Kingdom, primarily serving the United Kingdom and Europe, with separate the United States and Canadian sites dedicated to North America, and a separate site serving Australia. The Company's wholesale business in the United Kingdom serves countries across the world, particularly in the United Kingdom and Europe. The Company operates both territorial and product licenses.

This video can be seen at: https://www.piworld.co.uk/education-videos/piworld-talks-to-edmund-shing-about-ntroducing-your-kids-or-anyone-to-investing-part-3/   Here Edmund moves onto how to invest in stocks. This is the third interview in the series where Edmund imparts the investing lessons and motivation he’s given to his kids on how and why to invest. Invaluable advice for any investor, new or old! 50 minutes of investing gems to get a profitable return from stock selection. This should be listened to alongside Part 1 and Part 2. 00:56 When should an investor graduate from funds to individual stock picks? 02:18 Where do you find your stocks and how do you select them? 05:12 What growth should we be looking for? 07:08 What other metrics on the checklist? 09:38 How do you work out the valuation of a company? 13:42 Where do you get your ideas? 14:55 How long do you spend on your research? 20:22 How do you time when to buy into a position? 23:44 What technical indicators do you look at? 26:32 How do you manage risk? 28:22 How to handle a market crash? 31:29 What moves a share price? 33:30 Market makers and bulletin boards 34:44 Trading diary and record-keeping 38:15 Averaging down 39:10 Spreads, stop losses and market cap size 42:15 Size of positions 42:37 Catalysts for winners to perform 44:00 IPOs are they good opportunities? 44:37 Macro factors: Where we’re at in the economic cycle? What is your view on inflation?   Edmund on Twitter: @TheIdleInvestor Edmund Shing has over 25 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris. Since 2015, he has held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London. Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology. He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.

We catch up with the very engaging Paul Scott who gives us a whistle-stop tour through his portfolio, what he’s been buying, topping up, or selling; plus a brief catch-up on some of the holdings he’s mentioned historically. We start with the unexpected Revolution Bars placing and an interesting commentary on institutional appetite for this, and placings more broadly. 00:53 Paul’s background 01:15 Paul’s performance ytd 02:02 Paul’s view on the market and valuations 03:15 Revolution Bars placing (RBG) 06:29 Sentiment for placings 08:13 What Paul’s been buying, SCS (SCS) 08:45 Smiths News (SNWS) 09:50 Vertu Motors (VTU) 11:04 Somero Enterprises (SOM) 12:01 Joules (JOUL) 12:50 BooHoo (BOO) & ASOS (ASOS) 14:29 Sosandar (SOS) 16:50 Cambridge Cognition (COG) 18:10 Sanderson Design (SDG) 19:58 N Brown (BWNG) 21.34 What Paul’s been selling 24:40 Foxtons (FOXT) 25:40 Best of the Best (BOTB) 28:32 Gear4Music (G4M) 29:35 The outlook for the market About Paul Scott Paul has been a professional small caps investor for nearly 20 years. Previously he was CFO of a ladieswear retailer with 150 shops in the UK & Europe. He has written the well-known “Small Cap Value Report” on Stockopedia since 2013. Paul’s focus on balance sheet strength has proven particularly relevant now. He shares his successes and sometimes failings with his readers very openly. Link to Stockopedia