PIWORLD Investor Podcasts

This is the third virtual StockSlam hosted by Damian Cannon. A very popular investor event where ten private investors ‘slam’ their best stock idea in just three minutes to a sophisticated investor audience, followed by questions which keep the slammers on their toes. Bite-sized nuggets to inspire your further research. Fast, factual and fun. 00:18 Introduction by Damian Cannon 03:00 Softcat (SCT) by Damian Cannon 09:44 Paypoint (PAY) by Jamie Streeter 16:40 CVS Group (CVSG) by D’Arcy Andrews 23:45 Ergomed (ERGO) by Lilian Nandi 31:33 Innovaderma (IDP) by Francis Evans 38:45 Just (JUST) by Dee O’Hare 45:36 Tremor International (TRMR) by Ed Croft 53:13 Orchard Funding (ORCH) by William Woodard 01:00:03 Celtic (CCP) by David O’Hara 01:07:31 Surgutneft Gas (SGGD) by Rob Mahan The next StockSlam is Wednesday 25th June at 6pm, we hope you can join us then, registration will be available on our events page next week.  

Here, David Ridley, MD gives us an overview of The Artisanal Spirits Company, which is to IPO. The Artisanal Spirits Company is the owner of The Scotch Malt Whisky Society (SMWS), the leading curator and provider of premium single cask Scotch malt whisky and other spirits, mainly selling online. The capital raised will be used to finance the growth of the business over the next 2-3 years, including investment in stock, supply chain efficiency; membership promotion and recruitment; selective investment in existing and new venues, and investment in brand and digital development. To apply for share visit primarybid.com 00:21 – Introduction 00:39 – Who we are 01:59 – The business model 03:27 – The history 04:30 – Performance 05:55 – The market 07:30 – The growth strategy 08:38 – The investment case The Artisanal Spirits Company plc is the owner of The Scotch Malt Whisky Society (SMWS), the leading curator and provider of premium single cask Scotch malt whisky and other spirits for sale primarily online to a discerning and passionate global membership. SMWS was founded in Edinburgh in 1983 by Philip "Pip" Hills as a way for its members to discover and celebrate single malt whisky straight from the cask. The single cask, single malt Scotch whiskies sold by SMWS fall exclusively within premium and above price bands, and are available exclusively to members of SMWS, with each release being limited in supply to the volume extracted from the source cask. In 2015, The Artisanal Spirits Company acquired SMWS from Glenmorangie (part of the LVMH group). Today, SMWS has a presence in over 30 international markets, including the US and China, and celebrates 28,000 members globally.

Trond Willikson, CEO and Septima Maguire, CFO present the H1 results, the strategy and the outlook. Trond Willikson, CEO 00:18 Introduction 00:59 H1 2021 Highlights Septima Maguire, CFO 08:17 Financial highlights Trond Willikson, CEO 14:40 FY21 Outlook Benchmark Holdings plc is engaged in the provision of aquaculture health, genetics and nutrition. The Company’s segments include genetics, advanced nutrition and health. The Company develops products that helps fish and shrimp to improve their sustainability and profitability by improving yield, quality, and by reducing mortality. The Company’s products include high genetic quality ova for salmon, shrimp and tilapia, and breeding, program, specialist feeds for early stage shrimp and fish; probiotics, biocides and medicines.

A results season overview by David Thornton, Editor of Growth Company Investor and ex Fund Manager. David has interviewed 129 companies so far in 2021. He is bullish about how companies are performing expecting many to upgrade as the year goes on. For investors, he suggests a value and recovery theme rather than growth stocks. He shares his insight on six companies that have stood out for him, interestingly four have been interviewed or presented on piworld, which we link to below. 00:43 What’s been the general theme of company results? 04:37 MISSION (TMG) 08:17 Tracsis (TRCS) 11:54 Quixant (QXT) 17:03 Belvoir (BLV) 21:08 The Property Franchise Group (TPFG) 21:59 Medica (MGP) 27:20 Somero (SOM) Links to results from companies featured by both piworld and mentioned by David: MISSION (TMG) Full Year 2020 results overview  https://youtu.be/Zmpxr1RPi0U Tracsis (TRCS) 2021  Interim results presentation: https://youtu.be/3nVTcPU36ZQ Interim results overview: https://youtu.be/aEQ_PTO1758 Quixant (QXT) Full year 2020 results overview  https://youtu.be/Xc9_YYaoyiQ The Property Franchise Group (TPFG)  Full year 2020 results presentation: https://youtu.be/WNorQSjObI8 Full year 2020 results overview: https://youtu.be/tZrV3xeyivE Somero (SOM) Full year 2020 results presentation https://youtu.be/STMuRAadx08 About David Thornton: Following an extensive career in the City David is Editor & Owner of Growth Company Investor (GCI), an excellent publication about Small Cap Shares. David, graduated 1982 and went into the City as a trainee UK equity investment analyst with an insurance company. 1985 started managing money at Br Gas pension fund. 1987-04 fund manager at Henderson. Spent 4 years doing US equities before returning to UK desk. 2006-12 launched and ran an East European fund at a hedge fund boutique (Russia, Turkey, Poland, Hungary, Greece etc). Doing these markets turned out to be good training for looking at the nether reaches of AIM which was his next job! 2013 onwards – financial journalism focused on UK small caps. Initially Redhot Penny Shares newsletter (part of MoneyWeek) and since 2015 Growth Company Investor (GCI). In September 2020 David acquired GCI from the original owners, Bonhill plc. www.growthcompany.co.uk Twitter: @growthcompany

Daemmon Reeve, CEO and Richard Hope, CFO outline H1 results where they have seen revenue up 13.5%, with gross profit margin up 880bps; very strong growth has been enjoyed from the ‘healthier living’ categories. Good trading momentum continues with encouraging order book levels and further growth opportunities. Profit before tax and exceptionals for the current year is expected to be at least £20m, exceeding the current consensus of £18m. Daemmon Reeve, CEO 00:16 – Introduction 01:26 – Growth Drivers 06:21 – ESG Richard Hope, CFO 08:00 – Financial Highlights Daemmon Reeve, CEO 14:38 – Case Study: Hard Seltzers 19:26 – Market Trends 21:48 – Partnership Model 23:10 – UK Site Relocation 26:24 – Current Trading & Outlook Daemmon Reeve, CEO Richard Hope, CFO 27:58 – Q&A Daemmon Reeve, CEO 56:01 – Closing Remarks Treatt PLC is a United Kingdom-based ingredients manufacturer and solutions provider to the flavor, fragrance and consumer goods markets. The Company’s geographical segments include United Kingdom, Rest of Europe, The Americas and Rest of the World. The Company’s products include Essential oils, Citrus, Treattarome, Functional ingredients, Chemicals, Organic essential oils, Vegetable oils and Treatt brew solutions. Its Essential oils include Amyris Oil, Angelica Oil and Aniseed Oil. Treattarome products include Pineapple Treattarome, Honey Treattarome and Cucumber Treattarome. Its Citrus products include citrus oils, CitrustT, TreattZest and Citrus add-back range. Its Functional ingredients include beverage specialties, fragrance ingredients and sugar reduction products. Its chemicals include aroma chemicals, natural chemicals and Treatt Flavour Wheel. Its Vegetable oils include Borage Oil and Baobab oil. Its organic essential oils include Organic Aniseed Oil and Organic Lime Oil.

Mark Briffa, CFO outlines AIR's FY21 results giving more colour across the different divisions, and updates on how the new financial year has started. 00:35 Overview of 2021 02:16 Current trading 04:06 The USA region 05:58 The 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).

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.