PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2021/03/17/kape-kape-fy20-results-presentation/ Ido Erlichman, CEO & Moran Laufer, CFO present the FY20 results showing strong revenue growth, EBITDA ahead of expectations and improved profitability underpinned by organic growth initiatives. Looking forward they are confident and anticipate revenues of between $197-202m and adj EBITDA of between $73-76m. 00:00 – Opening Ido Erlichman, CEO & Moran Laufer, CFO 00:17 - 2020 highlights Ido Erlichman, CEO 04:00 – The Market 05:54 – Product development 07:13 – PIA integration 09:00 – Growing subscriber base Moran Laufer, CFO 09:50 – Income statement 12:09 – Cashflow Ido Erlichman, CEO 14:54 – Acquisition of Webselenese 17:39 – Growth strategy 19:55 – Guidance 20:27 – Summary Kape Technologies PLC, formerly Crossrider plc, is a United Kingdom-based online distribution and digital product company. The Company operates through three segments: App Distribution, Media, and Web Apps and License. Through the App Distribution segment, the Company offers Reimage, a computer repair software; DriverAgent, a driver repair software; CyberGhost, a virtual private network solution, and associated services. The Company’s Media division provides media and advertising technology services that include media buying, ad agency services, and ad serving technologies. It offers Ajillion, a mobile ad server and exchange; Definiti Media, an advertisement network, and crossmob, a mobile marketing application. Through the Web Apps and License division, the Company licenses web apps monetization platform and associated technologies.

This video can be seen at: https://www.piworld.co.uk/2021/03/17/sthree-stem-q1-trading-update-march-2021/ Mark Dorman, CEO and Alex Smith, CFO update on Q1, and discusses the broader trends in the recruitment market. Mark Dorman, CEO 00:00 Introduction 00:35 Q1 - An overview Alex Smith, CFO 02:10 Q1 - Trading 04:50 Q1 - Regional Performance 07:18 Continued strong positioning Mark Dorman, CEO 08:10 Strengthening of key themes 11:40 Remaining well positioned 12:30 More demand for talent 14:15 Summary 15:05 Q&A 26:30 Closing Remarks Three 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.

This video can be seen at: https://www.piworld.co.uk/2021/03/16/litigation-capital-management-lit-interim-results-2021-overview/ Patrick Moloney, CEO, gives an overview of LIT’s H1 21 results and what to expect looking forward. 00:34 Key highlights 03:27 Financial overview 05:48 Challenges of 2020 07:49 The outlook Litigation Capital Management Limited is engaged in the business of providing litigation financing and ancillary services to enable the recovery of funds from legal claims. The Company focuses on financing and management of Litigation Projects. The Company has provided litigation financing to over 40 Completed Litigation Projects, which consisted of approximately 190 cases. The Company sources the majority of its Litigation Projects through referral networks within the Australian legal, accounting and insolvency sectors. Insolvency practitioners represent a source of work as do solicitors within Australian firms who refer insolvency and commercial claims to it. It also receives direct applications. When considering whether to finance a Litigation Project, the Company undertakes analysis of the quantum of the Gross Claim Size and potential Recovery as compared to the likely costs and financing commitment required. The Company's subsidiary is LCM Litigation Fund Pty Ltd.

This video can be seen at: https://www.piworld.co.uk/2021/03/12/brand-architekts-bar-interim-2020-results-presentation/ Quentin Higham, Chief Executive and Tom Carter, CFO present interim results followed by Q&A. They outline the transformation strategy to grow BAR to a £50m revenue business within 5 years.   Quentin Higham, Chief Executive & Tom Carter, CFO 00:17 Introduction Quentin Higham, Chief Executive 03:35 Overview Tom Carter, CFO 07:00 Financial highlights Quentin Higham, Chief Executive & Tom Carter, CFO 16:00 Project 50 Quentin Higham, Chief Executive 21:40 Super Facialist 22:50 DTC 25:05 M&A 26:15 Outlook 27:28 Q&A 37:16 Closing remarks Brand Architekts Group plc, formerly Swallowfield plc, is a United Kingdom-based company that is engaged in the beauty brands business. The Company has a portfolio of brands including in skincare, haircare, bodycare, bathing, men's, gifting and accessories. The Company’s brands include Super Faclalist, Dirty Works, Kind Natured, Fish Soho and Dr SALTS. Super Facialist is a skincare range suitable for everyone, it combines natural extracts, scientific ingredients and exquisite aromas. Dirty Works is a British brand and the range includes a mix of beauty products. The Dr SALTS range is comprised of bath and shower products that includes the therapeutic benefits of the Dead Sea, Himalayan and Epsom Salts. The Company has presence across other European Union countries and rest of the world.

This video can be seen at: https://www.piworld.co.uk/2021/03/12/samarkand-smk-ipo-presentation-listing-on-the-aquis-stock-exchange/   Samarkand are a cross-border eCommerce technology and retail group focusing on connecting Western Brands with China. In this presentation management outline Samarkand's background, what they do and how they intend to use the funds raised. 00:00 Introduction by Tanith Dodge, Independent Non Exec Chairperson David Hampstead, Founder & CEO 01:50 History 03:10 About Samarkand 03:55 Team 05:40 Chinese e-commerce space 06:10 The Nomad platform Simon Smiley, Founder & COO 19:40 Brand partners 19:55 Buy in the West - Build in the East Eva Hang, CFO 23:30 Financial Highlights 25:50 Use of Funds 26:35 Cap Table David Hampstead, CEO 27:00 Investment Summary 30: 00 Q&A 52:00 Closing statements More about Samarkand: SMK is a cross-border eCommerce technology and retail group focusing on connecting Western Brands with China, the world's largest eCommerce market. The Group has developed a proprietary software platform, the Nomad platform, which is integrated across all necessary touch-points required for eCommerce in China including eCommerce platforms, payments, logistics, social media and customs. The Nomad platform is the foundation on which the Group's Nomad technology and service solutions are built. The core products include Nomad Checkout, Nomad Storefront, Nomad Commerce, Nomad Distribution and Nomad Analytics. The Company's current customer base comprises leading European brands such as 111SKIN, Shay & Blue, Omorovicza, ICONIC London, Philip Kingsley, Temple Spa, Zita West Products and Planet Organic. Samarkand has also successfully grown its own brand, Probio7, acquired in December 2017. Founded in 2016, Samarkand is headquartered in London, UK with an office in Shanghai employing over 90 staff. For further information please visit https://www.samarkand.global/

This video can be seen at: https://www.piworld.co.uk/2021/03/12/begbies-traynor-beg-acquisition-of-david-rubin-partners-and-fund-raising/ Begbies Traynor Group Executive Chairman Ric Traynor and Group Finance Director, Nick Taylor present the acquisition of David Rubin & Partners and the fund raise. Rick Traynor, Group Executive Chairman 00:00 Introduction 00:58 Highlights 01:52 Acquisition of David Rubin and partners (DRP) 03:06 Reasons for and benefits of acquisition 04:31 Integration plans Nick Taylor, Group Finance Director 05:30 Terms of the acquisition and financials 07:41 Material increase in scale of the group Rick Traynor, Group Executive Chairman 08:18 Summary - positive outlook and acquisition opportunity Begbies Traynor Group plc is a business recovery and property services consultancy. The Company's segments include insolvency and restructuring, and property. It provides services from a network of the United Kingdom locations through two operating divisions: Begbies Traynor and Eddisons. Begbies Traynor is an independent business recovery practice that handles corporate appointments, serving the mid-market and smaller companies. It provides insolvency, restructuring and consultancy services to businesses, their professional advisors and financial institutions. Eddisons is a national firm of chartered surveyors, delivering transactional and advisory services to owners and occupiers of commercial property, investors and financial institutions. It provides professional services, such as business rescue options, advisory options, forensic accounting and investigations, corporate and commercial finance, personal insolvency solutions and services to banking, legal and accounting sectors.  

This video can be seen at: https://www.piworld.co.uk/2021/03/11/attraqt-atqt-fy20-overview-by-mark-adams-ceo/ Mark Adams, CEO gives an overview of Attraqt's full year 2020 results, how they're delivering on their strategic priorities and how he sees the outlook. 00:33 FY20 overview 02:40 Aleph 04:44 The market 05:40 Delivering on strategic priorities 08:38 The outlook Attraqt Group plc is a United Kingdom-based company, which enables brands, manufacturers and retailers to optimize the electronic commerce site. Through its platforms, Fredhopper Discovery Platform, Early Birds and software Experience Orchestrator (XO), the Company provides a set of application programming interface (API)-enabled, algorithm-driven, intelligent software as a service (SaaS) services covering personalization, search, navigation, merchandising, recommendations and internationalization. The Company offers a search system that provides a machine learning-based solution for matching a text string entered into a search box on an electronic commerce site against the products on that site. The Company partners with brands and specialist retailers across sectors, including fashion, footwear, homeware, health and beauty, grocery, electronics, business to business (B2B), sports and outdoor.

This video can be seen at: https://www.piworld.co.uk/2021/03/10/ultra-ule-preliminary-results-2020-presentation/   Ultra (ULE) Full Year 2020 results presentation given 9th March 2021, by Simon Price, CEO & Jos Sclater, CFO. Simon Price, CEO 00:00 Start 01:29 2020 unlocking the underlying strengths of Ultra 02:25 Strategic progress 06:08 Growth through 2020 20:08 2021 final guidance Jos Sclater, CFO 07:44 Operational & Financial highlights Simon Price, CEO 21:55 Focus, Fix, Grow 28:25 Outlook 40:00 Q&A 1:06:54 Closing Statement Ultra Electronics Holdings plc provides solutions and products in the defense and aerospace, security and cyber, transport and energy markets, by applying electronic and software technologies. The Company operates in three segments: Aerospace & Infrastructure, Communications & Security, and Maritime & Land. Its market facing segments are Aerospace, Infrastructure, Nuclear, Communications, C2ISR, Maritime, Land and Underwater Warfare. The Aerospace & Infrastructure division produces high-integrity, safety critical electronic control systems for aircraft applications, including position sensing and control; airframe and engine ice protection and detection; electronic architectures; weapon control, and noise cancellation systems. The Communications & Security division provides mission critical, information dominance solutions. The Maritime & Land division provides sensors, combat management systems, power solutions for surface, sub-surface and unmanned platforms.

This video can be seen at: https://www.piworld.co.uk/2021/03/09/headlam-group-head-full-year-2020-results-presentation/ Headlam Group (HEAD) Full Year 2020 results presentation given by Steve Wilson, CEO & Chris Payne, CFO. 00:00 Introduction 02:09 Overview 04:53 Financial Highlights 15:46 Operational Improvement Program 27:56 ESG Strategy 30:22 Trading outlook 32:18 Summary 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.

This video can be seen at: https://www.piworld.co.uk/2021/02/26/piworld-interview-with-edmund-shing-the-idle-investor/   Edmund is CIO at BNP Paribas Wealth management. He talks to us about his approach to investing, which he’s been doing since he was 14 years old. Today, he targets a 20%+ return pa. We learn more about his asset allocation, how he selects investments, some of his top holdings, and his outlook for the retail market and equities. An engaging and informative interview. Thank you Edmund! 00:32 Edmund’s background 02:53 Edmund’s investing journey 03:54 The Idle Investor, the book 04:50 Performance 06:35 Asset allocation 07:19 Property 08:12 Commodities 10:49 Equity selection 12:35 Top holdings: Mpac (MPAC), Caledonia Mining (CMCL); Sylvania Platinum (SLP) 14:00 Equities to ETFs 14:14 ETFs: Semi Conductor; Video Games & eSports 15:26 Cybersecurity: Intercede (IGP); Kape (KAPE) 17:24 Renewable Energy Infrastructure: Gresham House Energy Storage Fund (GRID) 18:36 Retail investor environment 20:44 Equities outlook for 2021 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.