PIWORLD Investor Podcasts

We join Edmund Shing again to introduce us to funds, how we should construct a portfolio with funds, and what we should look for. A great introduction to the basics for any newbie investor. 1:02 What are your thoughts on using funds to invest? 04:20 When would you use a managed fund/unit trust? 05:25 How do you diversify your risk across asset classes? 07:07 How do I select funds? 10:56 How do you select an ETF? 13:17 Are there any ETF brand names that we should be more inclined to invest in? 14:53 How do I select an Investment Trust? 17:57 How many funds do you suggest someone starts off with? 20:18 Engaging your children in funds? Edmund Shing: Introducing your kids to investing - Part 1 can be seen here. 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.

Gareth Samples, CEO and David Raggett, CFO present FY20 results, and give an overview of the Hunters Property acquisition and the strategic partnership with LSL. 00:16 – Opening Gareth Samples, CEO 00:17 – Introduction 00:46 – About The Property Franchise Group 01:52 – Summary of 2020 David Raggett, CFO 06:25 – Financial results Gareth Samples, CEO 17:20 – EweMove’s highlights 21:05 – LSL partnership 23:55 – Covid-19 update Gareth Samples, CEO David Raggett, CFO 26:12 – Acquisition of Hunters Gareth Samples, CEO 36:14 – What does TPFG look like? 40:09 – Q1 21 Trading update 46:27 – Growth initiatives 50:49 – The management team 54:05 – The market 55:34 – Outlook Gareth Samples, CEO David Raggett, CFO 56:12 – Q&A Gareth Samples, CEO 1:08:50 – Closing Remarks The Property Franchise Group plc, formerly MartinCo PLC (MartinCo), is engaged in residential property franchise business. The Company operates as a franchise model focused on the United Kingdom residential lettings and property management services offered to private clients. It also offers estate agency services. Its brands include Martin & Co, Xperience, Ellis & Co, CJ Hole, Parkers and Whitegates. Martin & Co is a national brand with approximately 200 offices distributed across the United Kingdom. Martin & Co is a specialist lettings and property management business. Xperience brand includes is the property franchise business. Ellis & Co has over 20 offices within the M25 and one office in Tonbridge, Kent. CJ Hole is engaged in selling property within the estate agency market in the South West with over 20 offices throughout Bristol, Somerset and Gloucestershire. Its subsidiaries include Martin & Co (UK) Limited, Xperience Franchising Limited and Whitegates Estate Agency Limited.

This video can be seen at: https://www.piworld.co.uk/2021/05/04/1spatial-spa-full-year-2021-results-presentation/   Claire Milverton, CEO & Andrew Fabian, CFO present FY21 results followed by Q&A. FY21 results were in line expectations with a positive outlook. Annual recuring revenue (ARR) +10%. Gross margin 53% (20: 52%). Free cash flow £0.9m. Impressive US growth of 29%, albeit from a small base but there is huge scope and it's helpful having referral clients to sell into new states. FY22 trading in line with expectations. Claire Milverton, CEO 00:17 – Introduction 00:54 – Agenda 01:36 – About 1Spatial 08:42 – Overview of 2021 Andrew Fabian, CFO 11:35 – Financial results Claire Milverton, CEO 19:18 – Strategic review 25:26 – ESG 27:11 – FY22 key priorities 28:20 – Outlook Andrew Fabian, CFO Claire Milverton, CEO 29:16 – Q&A Claire Milverton, CEO 36:08 – Closing remarks   1Spatial plc is a global leader in providing Location Master Data Management (LMDM) software and solutions, primarily to the Government, Utilities and Transport sectors. Our global clients include national mapping and land management agencies, utility companies, transportation organisations, government and defence departments. Today - as location data from smartphones, the Internet of Things and great lakes of commercial Big Data increasingly drive commercial decision-making - our technology drives efficiency and provides organisations with confidence in the data they use. We unlock the value of location data by bringing together our people, innovative solutions, industry knowledge and our extensive customer base.  We are striving to make the world more sustainable, safer and smarter for the future. We believe the answers to achieving these goals are held in data. Our 1Spatial Location Master Data Management (LMDM) platform incorporating our 1Integrate rules engine delivers powerful data solutions and focused business applications on-premise, on-mobile and in the cloud. This ensures data is current, complete, and consistent through the use of automated processes and always based on the highest quality information available. 1Spatial plc is AIM-listed, headquartered in Cambridge, UK, with operations in the UK, Ireland, USA, France, Belgium, Tunisia and Australia. For more information visit  www.1spatial.com

This video can be seen at: https://www.piworld.co.uk/2021/04/30/fireangel-fa-fy20-results-placing-overview/   John Conoley, Executive Chairman gives an overview of FireAngel FY20 results, how the business is evolving, and detail on the placing and open offer and what the will be used for. 00:00 – Opening animation 00:20 – Introduction 00:37 – FireAngel overview & markets 03:07 – Challenges faced by social landlords 05:00 – Sector examples 06:29 – FY20 results overview 10:35 – Placing 13:22 – Q1 performance 14:58 – Outlook Fireangel Safety Technology Group plc, formerly Sprue Aegis plc, is engaged in the business of design, sale and marketing of smoke and carbon monoxide (CO) detectors and accessories. The Company also operates its own CO sensor manufacturing facility in Canada. The Company is also a provider of home safety products. The Company’s principal products include smoke alarms and CO alarms and accessories. Sprue manufactures CO sensors for use in all its CO alarms. Sprue serves in the United Kingdom retail and the United Kingdom’s fire and rescue services. The Company offers a range of brands, including FireAngel, AngelEye, Pace Sensors, First Alert, SONA, BRK and Dicon brands. The Company’s subsidiaries include Sprue Safety Products Limited, which is engaged in distribution of smoke and CO alarms, and Pace Sensors Limited, which is a manufacturer of CO sensors.

This video can be seen at: https://www.piworld.co.uk/2021/04/30/piworld-andy-broughs-3-minute-stockslam-other-gems/   Andy commented on Twitter on the Stockopedia/piworld StockSlam from April; we catch up with Andy to hear what caught his eye, how he perceives the retail investor, how to ‘Slam a stock’ and reflections from his career as a Fund Manager. A stream of investing gems to entertain and inform. 00:30 Stockopedia/piworld StockSlam & the PI community; mentions of John Menzies (MNZS), Tandem (TND) & Micro Focus (MCRO) & DX Group (DX.) 03:09 Liquidity and size of position in the fund with reference to Xaar (XAR) 04:17 What can the retail investor learn from the Fund Manager? 07:11 If you have 3 minutes to pitch a stock, what do you need to cover? 09:07 Selling: How do you know those stocks that keep growing and those that don’t. 11:13 Dart Group (JET2) 11:44 What did you learn from selling too early? ITM Power (ITM), AFC Energy (AFC) 14:03 3 minute StockSlam: Studio Retail Group (STU) 18:56 How important is the retail investor to listed companies? 20:09 Andy’s children and investing 24:24 What advice would you give to your younger self? 28:32 Should companies be communicating with retail investors? 29:22 Do you favour meeting management? 31:55 Ted Baker (TED) 32:55 Placings: will they continue? 34:26 What do you think of markets at the moment? 36:28 How do you feel about inflation? If you want to join us for the next StockSlam on Wednesday 19th May 6pm, register here.  At several points, Andy refers to a piworld interview with Rosemary Banyard, Fund manager at VT Downing Unique Opportunities Fund, watch here.  About Andy Brough: • Head of the UK & European Small and Mid Cap team • Manager of the Schroder Mid 250 Fund and the Schroder UK Smaller Companies Fund • Co-Manager of the Schroder UK Mid Cap Fund plc and Co-manager of the Schroder Institutional UK Smaller Companies Fund • Co-manager of Schroder ISF European Smaller Companies • Investment career commenced on joining Schroders in 1987 • Chartered Accountant • BSc in Economics, Manchester University          

This video can be seen at: https://www.piworld.co.uk/2021/04/27/the-property-franchise-group-tpfg-full-year-2020-results-overview/ Gareth Samples, CEO talks through The Property Franchise Group full-year 2020 results, he gives an update on the Hunters acquisition, and he talks more about the strategic partnership announced with LSL today. 00:33 Summary of the period 01:50 Financial highlights 02:39 Growth strategy 04:47 Hunters 06:00 Q1 FY21 Trading Update 07:07 LSL strategic partnership 08:10 Outlook The Property Franchise Group plc, formerly MartinCo PLC (MartinCo), is engaged in residential property franchise business. The Company operates as a franchise model focused on the United Kingdom residential lettings and property management services offered to private clients. It also offers estate agency services. Its brands include Martin & Co, Xperience, Ellis & Co, CJ Hole, Parkers and Whitegates. Martin & Co is a national brand with approximately 200 offices distributed across the United Kingdom. Martin & Co is a specialist lettings and property management business. Xperience brand includes is the property franchise business. Ellis & Co has over 20 offices within the M25 and one office in Tonbridge, Kent. CJ Hole is engaged in selling property within the estate agency market in the South West with over 20 offices throughout Bristol, Somerset and Gloucestershire. Its subsidiaries include Martin & Co (UK) Limited, Xperience Franchising Limited and Whitegates Estate Agency Limited.

This video can be seen at: https://www.piworld.co.uk/2021/04/23/mercia-asset-management-merc-virtual-shareholder-event-april-2021/   This showcases Mercia’s team, portfolio companies and an overview of the Group’s recent performance. Led by Mercia’s CEO Dr Mark Payton, this provides insight on the progress that Mercia is making on its three-year strategy. Mark was joined by Martin Glanfield, CFO, Julian Viggars, CIO and Jill Williams, Investment Director. The event includes short presentations from the CEOs of several Mercia investee companies within both its direct investment portfolio and third-party manage funds’ portfolios. At the end there is a short Q&A. 00:16 – Introduction Dr Mark Payton, CEO 00:29 – CEO Update Martin Glanfield, CFO 10:47 – Financial highlights Julian Viggars, CIO 14:04 – Portfolio review 17:58 – James Quinn, CEO, Faradion & Dave Carruthers, Co-Founder & CEO, Voxpopme Interview Jill Williams, Investment Director 31:07 – ESG Emilie Vanpoperinghe, Co-Founder & CEO, Oddbox 35:58 – Overview of Oddbox Sarah Ellerby, CEO, Nova Pangaea Technologies 39:38 – Overview of Nova Pangaea Dr Mark Payton, CEO, Martin Glanfield, CFO, Julian Viggars, CIO & Jill Williams, Investment Director Q&A – 42:38 Dr Mark Payton, CEO 1:00:24 – Closing Remarks Mercia Asset Management PLC, formerly Mercia Technologies PLC, is a specialist asset manager focused on small and medium enterprises (SMEs) in the United Kingdom’s regions. The Company provides venture, private equity and debt for the enterprises. The Company invests in various sectors including in digital and entertainment; electronics, materials, manufacturing/engineering; software and the Internet sectors. The Company’s funds include North East Venture Fund, MEIF- Mercia Proof-of-Concept, NPIF- Mercia Equity Finance, Mercia EIS Funds, EV Growth II, EV SME Loan, Mercia fund 1 and Finance Yorkshire Seedcorn Fund. The Company’s portfolio consists of over 400 companies.

This video can be seen at:    The first in a series of introducing your kids to investing. Here, Edmund Shing outlines why we should all be interested in investing summarised by The Rule of 72, the number of years required to double your money at a given interest rate. Powerful! Edmund shares his experience of engaging his children in investing and covers some considerations valuable to introduce anyone to investing. Later episodes will cover further steps of the investing journey. 01:01 How many children do you have? And, are interested in investing? 03:00 How did you get them interested? And, how old were they when you started their accounts? 11:48 Why should children or people generally take an interest in investing? 14:45 What attributes does a child or a person need to be able to successfully invest? 16:20 How much money does an individual need to start investing? 17:07 What sort of returns and goals should an early stage investor look to achieve from their investments? 19:06 How do you deal with risk? 22:05 Where should people start? 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. He is married with four children.

This video can be seen at: https://www.piworld.co.uk/2021/04/22/inspired-energy-inse-full-year-2020-results-presentation/ Mark Dickinson, CEO & Paul Connor, CFO present Inspired Energy FY20 results for the period ending 31 December 2020, and further, outline the rational for the rename to Inspired PLC, to better reflect the Group as a technology enabled service provider for energy procurement, utility cost optimisation and sustainability enhancement in the UK and Ireland. Mark Dickinson, CEO 00:18 – Introduction 00:44 – Operational highlights 02:39 – ESG Paul Connor, CFO 06:15 – Financial Performance Mark Dickinson, CEO 10:16 – Strategy Mark Dickinson, CEO, Paul Connor, CFO 16:30 – Acquisitions Mark Dickinson, CEO 19:26 – Outlook Inspired Energy PLC is a United Kingdom-based provider of assurance and optimization services. The Company offers consultancy services for energy procurement, utility cost optimization and legislative compliance in the United Kingdom (UK) and Ireland. It offers its services to corporate energy consumers. It operates through its Corporate Division, which includes four divisions: Energy intensive, Estate intensive, Public sector and Mid-market. Its services in Energy intensive division is focused on optimizing the timing of the buying decisions, securing tax breaks and incentives available to the client and monetizing any flexibility in the portfolio through demand side response. Its services in Estate intensive division are focused on managing the movements in the property estate, accounting for the energy across a portfolio, providing repeatable energy saving projects across different properties.

This video can be seen at: https://www.piworld.co.uk/2021/04/21/tracsis-trcs-2021-interim-results-presentation/   Chris Barnes, CEO and newly appointed Andy Kelly, CFO present Tracsis' interim results for the six months ended 31 January 2021. Revenue growth in the Rail Technology & Services Division was offset by lower sales in Events and Traffic Data businesses due to CV19. They have a strong cash balance of £20.8m. There are two large multi-year rail opportunities in the final stages of being awarded. Post period end saw the win of a hardware and software contract with a major transit agency in North America. They are starting to see an increase in new business enquiries across the businesses that were hardest hit by Covid. Chris Barnes, CEO 00:16 – Introduction 02:13 – Overview 07:36 – Current Situation & Outlook Andy Kelly, CFO 13:03 – Financial Highlights Chris Barnes, CEO 17:13 – Growth Opportunities Andy Kelly, CFO 28:27 – Looking Forward 32:01 – Outlook Andy Kelly, CFO & Chris Barnes, CEO 32:54 – Q&A Chris Barnes, CEO 39:08 – Closing remarks Tracsis plc is a holding company. The Company is engaged in the business of software development and consultancy for the rail industry. Its segments include Rail Technology and Services, and Traffic & Data Services. The Rail Technology and Services segment includes its Software, Consultancy and Remote Condition Monitoring Technology, and also includes Ontrac Limited and Ontrac Technology Limited (together being Ontrac). The Traffic & Data Services segment includes data capture, analysis and interpretation of traffic and pedestrian data to aid with the planning, investment and ultimate operations of a transport environment and it also includes SEP Limited (SEP). It provides software products, consultancy services and delivers customized projects to solve a range of problems within the transport and traffic sector. It specializes in solving a range of data capture, reporting and resource optimization problems along with the provision of a range of associated professional services.