PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2021/04/12/ra-international-rai-fy20-results-presentation-given-30th-march-2021/   RA International #RAI FY20 presentation given by Soraya Narfeldt, CEO, Lars Narfeldt, COO and Andrew Bolter, CFO. Growth in IFM & Supply Chain Services revenue was offset by deferral of construction revenue to next period. They now have a record order book approaching $200m. They are winning larger contracts with higher margin IFM work, and have increase in dividend. Obviously, their hearts and attention is with those affected by the events in Mozambique. Soraya Narfeldt, CEO 00:16 – Introduction 00:59 – Overview Lars Narfeldt, COO 02:04 – Mozambique Update Andrew Bolter, CFO 03:09 – Financial highlights Soraya Narfeldt, CEO 06:56 – Contract book 08:13 – Strategic Overview Lars Narfeldt, COO 12:32 – ESG Andrew Bolter, CFO 14:44 – Business transformation 16:57 – Outlook Soraya Narfeldt, CEO 18:27 – Summary Andrew Bolter, CFO, Lars Narfeldt, COO, Soraya Narfeldt, CEO 19:38 – Q&A Soraya Narfeldt, CEO 35:00 – Closing remarks RA International Group PLC is a United Kingdom-based remote site service provider. The Company offers integrated camp services, from the construction of camp facilities to full life support services- including camp catering and camp maintenance services foe clientele operating in remote and challenging environments. It focuses on providing remote site solutions for those involved in humanitarian operations, and the oil and gas and mining industries. The Company’s service offerings include construction, operation and maintenance, integrated facilities management, supply chain, and accommodation. It provides its services to mining, oil and gas, and humanitarian.  

This video can be seen at: https://www.piworld.co.uk/2021/04/09/stockopedia-piworld-virtual-stockslam-april-2021-hosted-by-damian-cannon/ The second virtual StockSlam hosted by Damian Cannon. Over 1,600 investors joined the event live to hear ten investors present their best stock idea in just three minutes. Bite-sized nuggets to inspire further research. Fast, factual and fun. 00:18 Introduction by Damian Cannon 02:45 Micro Focus International (MCRO) - Damian Cannon 09:53 Tharisa (THS) - Keelan Cooper 17:10 John Menzies (MNZS) - Richard Crow aka Cockney Rebel 24:58 finnCap (FCAP) - Mark Simpson 32:08 Ashtead (AHT) - Lilian Nandi 39:14 Tekcapital (TEK) - Alex Schlich 45:30 Circassia (CIR) - David Thornton 52:00 Jubilee Metals (JLP) - Edmund Shing 59:26 Beximco Pharmaceuticals (BXP) - James Nelson 1:05:33 Tandem Group (TND) - Jack Brumby The next StockSlam is Wednesday 19th May, 6pm. Details to register will be found in due course on our events page. If you would like to 'Slam a Stock' contact us here.  

This video can be seen at: https://www.piworld.co.uk/2021/04/08/tracsis-trcs-interim-results-overview/ Tracsis's Chris Barnes, CEO and Andrew Kelly, CFO give an overview of interim results for the period ended 31st January 2021 and the strategy going forwards. Chris Barnes, CEO 00:31 – Overview Andrew Kelly, CFO 01:47 – Financial highlights Chris Barnes, CEO 03:39 – Market position Andrew Kelly, CFO 06:43 – Trading update Chris Barnes, CEO 09:19 – Growth Strategy 11:57 – Outlook 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.

This video can be seen at: https://www.piworld.co.uk/2021/04/06/personal-group-pgh-full-year-2020-results-presentation/ Personal Group Holdings' (PGH) CEO Deborah Frost and CFO Sarah Mace present FY20 results for the year ending 31st December 2020. Deborah Frost, CEO 00:17 – Introduction 01:19 – Overview Sarah Mace, CFO 05:54 – Financial overview 15:19 – Outlook Deborah Frost, CEO 16:09 – Strategic and operational review Deborah Frost, CEO Sarah Mace, CFO 34:55 – Q&A Deborah Frost, CEO 48:58 – Closing remarks Personal Group Holdings PLC (PGH) is a United Kingdom-based company engaged in transacting employee benefits related business, including short-term accident and health insurance and the provision of salary sacrifice technology products in the United Kingdom. The Company's segments include Core Insurance, IT Salary Sacrifice, Mobile and Other. The Core Insurance segment is engaged in the underwriting by Personal Assurance Plc (PA) of insurance policies that are bought by employees of host companies through bespoke benefit programs. The IT salary sacrifice segment refers to the trade of Lets Connect, a salary sacrifice technology. Mobile segment refers to the trade of PG Mobile Limited, a mobile phone salary sacrifice company set up from the trade and assets of shebang Technologies. The Other segment consists of Berkeley Morgan Group (BMG) and its subsidiary undertakings and Personal Management Solutions (PMS).

This video can be seen at: https://www.piworld.co.uk/2021/03/29/tribal-group-trb-full-year-2020-results-analyst-presentation/   TRB management team Mark Pickett, CEO & Paul Simpson, CFO present FY20 results to analysts. 2020 was a year of evolution and operational progress. 2021 has started with increased revenue visibility, a strengthened position in South East Asia, and a considerably expanded addressable market through the launch of Tribal Cloud and the imminent launch of Tribal Edge Admissions. To date, the group is trading in line with expectations and is confident to execute against their strategic roadmap. Mark Pickett, CEO 00:19 – Overview of 2020 Paul Simpson, CFO 07:22 – Financial highlights Mark Pickett, CEO 16:04 – Challenges & Opportunities 20:27 – Strategy 28:05 – ESG 29:13 – Summary & Outlook Tribal Group plc is a United Kingdom-based company, which provides software and services for education management. The Company's segments include Product Development and Customer Services (PD&CS), Implementation Services (IS), Professional and Business Solutions (PBS) and Quality Assurance Solutions (QAS). The PD&CS segment represents the delivery of software and subsequent maintenance and support services. The IS segment represents the activities through which it deploys and configures software for its customers. The PBS segment represents a portfolio of performance improvement tools and services, including analytics, benchmarking and transformation services, and the QAS segment represents inspection and review services, which support the assessment of educational delivery. Its products and services include license and development, implementation, maintenance, professional and business solutions, quality assurance solutions and other systems related.

This video can be seen at: https://www.piworld.co.uk/2021/03/29/the-pebble-group-pebb-fy20-results-presentation/   Chris Lee, CEO & Claire Thomson, CFO present PEBB full year 2020 results followed by Q&A. Brand Addition was obviously hit by CV19 on the Corporate side although the Consumer Promotions side was robust. Total invoiced year to date, +10% v 2020. Facilisgroup continues with management's internal aspiration to achieve recurring revenues in excess of $50m by 2024. Listen to the full presentation here. Chris Lee, CEO 00:17 – Introduction 01:19 – Overview Claire Thomson, CFO 04:46 – Financial highlights Chris Lee, CEO 13:40 – Facilis business model 16:42 – KPI’s 21:11 – New software assets 26:48 – Brand addition business model Claire Thomson, CFO 28:52 – Revenue breakdown Chris Lee, CEO 34:22 – ESG 36:39 – Outlook Chris Lee, CEO & Claire Thomson, CFO 38:00 – Q&A Chris Lee, CEO 41:55 – Closing remarks The Pebble Group PLC is a United Kingdom-based company that provides products, services and technology to the global promotional products industry. The Company operates through two businesses: Brand Addition and Facilisgroup. Brand Addition is its promotional product merchandise business that provides promotional products to global brands. Brand Addition, through its network, sources and provides promotional product solutions to clients, who operate in sectors which include health and beauty, fast moving consumer goods, transport, technology, banking and finance and charity. Facilisgroup is the Company’s software as a service (SaaS) business that provides subscription-based services to small and medium enterprise (SME) promotional product distributors in the United States and Canada. Facilisgroup’s suite of services includes business intelligence software and community events.

This video can be seen at: https://www.piworld.co.uk/2021/03/29/judges-scientific-jdg-full-year-2020-analyst-presentation/   JDG management team David Cicurel, CEO, Brad Ormsby, FD & Mark Lavelle, COO, present the results for the full year 2020. Overall the group was impacted by CV19, although each company in the group experienced it differently. By the year-end, the group’s organic order book had recovered to 14 weeks (2019: 13.2 weeks). There were three acquisitions during the period. Hear the full details here. David Cicurel, CEO 00:41 – Overview 04:09 – Key messages 06:52 – Covid-19 Update Brad Ormsby, FD 08:45 – Performance review David Cicurel, CEO 20:56 – Growth strategy 24:30 – Acquisitions Mark Lavelle, COO 32:39 – Post acquisition David Cicurel, CEO 39:39 – Outlook & Investment case Mark Lavelle, COO & Brad Ormsby, FD 43:20 – Q&A David Cicurel, CEO 53:46 – Closing remarks Judges Scientific plc is a United Kingdom-based company, which is engaged in the acquisition and development of a portfolio of scientific instrument businesses. The Company’s activities are predominantly in or in support of the design and manufacture of scientific instruments. Its segments include Materials Sciences and Vacuum. Its subsidiaries include Armfield Limited, engaged in the design and marketing of engineering equipment and research instruments; Fire Testing Technology Limited, which is engaged in the design, manufacture and service of instruments that measure the reaction of various materials to fire; Scientifica Limited, which offers micropositioning equipment, microscopes and advanced imaging systems used in electrophysiology and neuroscience; Quorum Technologies Limited, which manufactures scientific instruments primarily used for electron microscopy sample preparation, and Sircal Instruments (UK) Limited, which designs, manufactures and distributes rare gas purifiers.

This video can be seen at: https://www.piworld.co.uk/2021/03/26/cvs-group-cvsg-h1-analyst-presentation-given-25-3-21/ Richard Fairman, CEO, Robin Alfonso, CFO and Ben Jacklin, COO present the CVSG interim results to analysts. Richard Fairman, CEO 00:18 Introduction 01:09 H1 highlights 01:55 UK Pet Market 03:45 Integrated model 07:15 Trading with CV19 10:15 Acquisitions Robin Alfonso, CFO 10:55 Financial review Ben Jacklin, COO 16:30 Operational update Richard Fairman, CEO 22:15 Outlook Q&A 24:16 CVS Group plc is a holding company. The principal activities of the Company are to operate animal veterinary practices, veterinary diagnostic businesses, pet crematoria and an online pharmacy and retail business. Its segments are Veterinary Practice, Laboratories, Pet Crematoria and Animed Direct. The Veterinary Practice segment offers treatment for companion animals, equine and farm animals. The Laboratories segment provides diagnostic services to its veterinary practices and third-parties. Its laboratories provide Biochemistry, haematology, histology, serology and advanced allergy testing. The Pet Crematoria segment offers pet cremation services to its veterinary practices, third-party practices and directly to pet owners. The Animed Direct segment sells prescription and non-prescription drugs, pet food and other animal related products through its Website. It operates approximately 360 veterinary practices, four diagnostic laboratories, seven pet crematoria and an online dispensary.

This video can be seen at: https://www.piworld.co.uk/2021/03/25/tandem-group-tnd-fy20-results-presentation/ Jim Shears, CEO and Phil Ratcliffe, Group Commercial Director present FY20 results. Revenues were down, in part, due to less FOB business but profit was significantly up due to higher margins. The improved margins were achieved by a higher margin product mix, careful cost control, and reduced operating costs. CV19 has had a massive impact on both supply and demand, sometimes for the better or the worse, with a net positive effect. This is a really comprehensive presentation to understand the moving parts. 00:00 - Opening Jim Shears, CEO 00:36 - Operational highlights 10:48 - Financial highlights Phil Ratcliffe, Group Commercial Director 15:08 - 2020 Review 19:25 - Elements of the business 24:43 - Summary 25:08 - 2021 Challenges 27:18 - Outlook Jim Shears, CEO 31:54 - Closing remarks 32:36 - Q&A Tandem Group plc is a holding company. The Company is engaged in the design, development, sourcing and distribution of sports, leisure and mobility equipment. The Company operates in two segments: Bicycles, bicycle accessories and mobility, and Sports, leisure and toys. The Company's subsidiaries include Tandem Group Cycles Limited, which is engaged in the design, development, sourcing and distribution of sports, leisure and toy products; MV Sports & Leisure Limited, which is engaged in the design, development, sourcing and distribution of bicycles and accessories; Pro Rider Limited, which is engaged in the design, development, sourcing and distribution of mobility and leisure products, and E.S.C. (Europe Limited), which is engaged in the design, development, sourcing and distribution of leisure products.

This video can be seen at: https://www.piworld.co.uk/2021/03/24/bonhill-group-bonh-full-year-2020-results-presentation/   Simon Stilwell, CEO and Sarah Thompson, CFO present the FY20 results. After a strong start to 2020, CV19 led to change in the operating environment, which transitioned the business to an increasingly digital-first business, with virtual events and product and revenue opportunities across the Group. BONH are confident of revenue growth of c 12% in 2021 and EBITDA of c £1.2m, ex any Government support. They have had a good start to 2021. 00:00 – Opening Simon Stilwell, CEO 00:37 – Introduction 02:07 – Operational highlights Sarah Thompson, CFO 03:15 – Financial highlights Simon Stilwell, CEO 05:13 - Covid-19 Response Sarah Thompson, CFO 06:58 – Covid-19 Cost saving 08:38 – Financial statement Simon Stilwell, CEO 10:04 – Event Analysis 15:54 – Operational update Sarah Thompson, CFO 16:45 – Post Covid opportunities Simon Stilwell, CEO 18:00 – Summary Bonhill Group PLC, formerly Vitesse Media Plc, is a United Kingdom-based business to business (B2B) media company. The Company provides business information, live events and data and insight propositions to international technology, financial services and diversity business communities. Business information includes digital/print magazines, online portal, digital content, video, audio, content syndication and marketing services. Live events include various formats, such as awards, summits, conferences, career fairs and workshops. Data and insight include industry research programs, white papers, market research and survey, directories, industry/company data product, workflow management solution and bespoke consultancy. The Company’s flagship titles include SmallBusiness.co.uk, Growth Company Investor, Information Age, GrowthBusiness.co.uk and What Investment.