PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2021/03/23/eagle-eye-eye-2021-interim-results-presentation/   Tim Mason, CEO and Lucy Sharman-Munday, CFO present the H1 21 results to analysts. Although CV19 has impacted an element of their customer base, and hence the growth rate in the short-term, it's highlighted the need for retailers to digitally engage with their customers. Overall, they are confident in their offering, and the increased opportunity, and believe there is considerable potential for expansion. Tim Mason, CEO 00:00 – Opening 03:03 – Introduction 07:39 – Client pain points 08:13 – Executive summary Lucy Sharman-Munday, CFO 20:23 – Financial update Tim Mason, CEO 30:30 – Strategic update 31:32 – Outlook 52:32 – Q&A 53:23 – Closing remarks Eagle Eye Solutions Group plc is a software as a solution (SaaS) technology company. The Company is engaged in the marketing, validation and redemption of digital promotions in real-time for the grocery, retail and hospitality industries. The Company's software platform, Eagle Eye AIR, integrates with all existing point of sale (POS) systems and creates digital offers, rewards and vouchers then delivers them to customers by e-mail, text or through a loyalty application for instant redemption. Eagle Eye AIR enables brands and merchants to set up targeted campaigns, choosing various media channels to reach specific demographics. Eagle Eye AIR captures real-time data on consumer activity and campaign success. Eagle Eye Promote is a rules-based platform for brands and retailers, which creates, builds and manages their promotional campaigns. Eagle Eye Gift allows tracking of gift vouchers, including redemption data. Eagle Eye Reward supports and enables the digitization of loyalty schemes.

This video can be seen at: https://www.piworld.co.uk/2021/03/23/somero-som-fy20-results-presentation/   Jack Cooney, CEO, John Yuncza, CFO & Enzo LiCausi, VP of Finance outline the results for the period. They achieved a balance between short-term requirements due to CV19 while advancing their long-term strategy. They introduced three new products that contributed immediately to the current year figures and completed expansions of the operation and training facilities, laying the foundation for future growth. The period closed with the strongest cash position in the company's history and they are well positioned to make investments for long-term growth in new and existing markets. Jack Cooney, CEO: 00:00 Introduction 00:26 2020 in review John Yuncza, CFO: 02:40 Financial Highlights 04:05 Sales by Territory 08:15 Sales by Product Enzo LiCausi, VP of Finance: 12:00 Operating Results 14:20 Financial position 15:35 Cash Flows 17:19 Dividend John Yuncza, CFO: 18:20 Global Growth Strategy 20:05 New products 22:15 Products and Applications 23:33 Training & Expertise 24:20 2021 Outlook 27:00 Q&A Jack Cooney, CEO: 47:45 Closing remarks Somero Enterprises, Inc. is a manufacturer of laser-guided equipment. The Company's equipment automates the process of spreading and leveling volumes of concrete for commercial flooring and other horizontal surfaces, such as paved parking lots in North America. The Company's products include S-22E, S-15R, S-15M, STS-11M, S-840, S-485, CopperHead XD 3.0, Mini Screed C, PowerRake 3.0, 3-D Profiler and SiteShape. Its Somero Floor Levelness System monitors Laser Screed performance, operator performance and reports alert percentages of issues. The Somero SiteShape System allows for grade shaping automatically using users' motor grader, dozer or other grading machine. The Somero 3-D Profiler System allows automatic paving of contoured sites using a Somero Laser Screed equipment. The CopperHead XD machine encounters applications, such as chaired rebar, low slump and poor subgrades. The Somero eXtreme Platform (SXP) allows users use their Laser Screed equipment.

This video can be seen at: https://www.piworld.co.uk/2021/03/23/litigation-capital-management-lit-h1-results-presentation/   Patrick Moloney, CEO, Nick Rowles-Davies, Executive Vice Chairman, and Mary Gangemi, CFO outline the interim results for H1 21. During the period they continued to build scale. They continue to receive an increased flow of quality applications. And, the market conditions are increasing the demand for dispute finance. Patrick Moloney, CEO 00:00 Start 00:40 H1 highlights & progress on priorities 08:12 Building scale Mary Gangemi, CFO 11:15 Financials Patrick Moloney, CEO 13:22 Current portfolio of direct investments 15:26 LCM Global Alternative Returns Fund 16:27 Combined portfolio profile 23:26 US$50m credit facility Nick Rowles-Davies, Executive Vice Chairman 26:10 Market conditions 29:10 Outlook Patrick Moloney, CEO 33:00 Summary 34:23 Q&A 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.

This video can be seen at: https://www.piworld.co.uk/2021/03/19/emis-group-emis-2020-full-year-results-presentation-to-analysts/   Andy Thorburn, CEO & Peter Southby, CFO give an overview of the year to analysts. Although Covid has meant revenue was flat, the recurring revenue, cash flow and reported operating profit increased. Behind the scenes, Covid has been a catalyst for change, leading to a more rapid adoption of digital health care. Recurring revenue was up 4%, representing 82% of total revenue. £28m of new business delivered in the year and strong cash position of £53m. Current trading in line with expectations, with a good pipeline of opportunities. Emis expect to return to growth in 2021, with new product developments leading to opportunities for higher growth levels in 2022 and beyond. Andy Thorburn, CEO 00:17 – Introduction Peter Southby, CFO 02:42 – Financial Highlights 04:02 – Income Statement 06:03 – Segmental Analysis 07:08 – Revenue Analysis 08:13 – Cashflow 09:50 – Balance sheet 10:20 – Guidance Andy Thorburn, CEO 12:37 – Operational review 14:20 – COVID-19 response 15:47 – Engaging with customers 16:56 – Engaging with our team 20:31 – Executing our roadmap 21:42 – The changing healthcare market 22:00 – NHS restructure 23:16 – New & emerging opportunities 25:28 – EMIS connected care 32:39 – Summary & outlook EMIS Group plc provides healthcare software, information technology and related services in the United Kingdom. The Company’s segments include Primary & Community Care and Community Pharmacy. The Company serves various healthcare markets under the EMIS Health brand. The Primary & Community Care division provides clinical information technology (IT) systems for general practitioners (GPs) and commissioners. The Community Pharmacy division is an integrated community pharmacy dispensary and retail system. EMIS Health provides clinical software to customers across the healthcare sector. Its brand EMIS Care specializes in the delivery of diabetic retinopathy eye screening.

This video can be seen at: https://www.piworld.co.uk/2021/03/19/parsley-box-meal-ipo/ Kevin Dorren, CEO outlines Parsley Box's business, which is to IPO on AIM on 31st March. Parsley Box is a UK, Direct to consumer ready meal provider who target the Baby Boomer+ demographic. The capital light business model and scalable platform has enabled a CAGR of 248% from FY18 to FY20. Going forward they are looking to capitalise on the structural shift in the Grocery market to online shopping, an increased prevalence of D2C, and the growing Baby Boomer+ demographic. 00:00 – Opening & disclaimer 00:14 – Introduction 01:08 – The product 02:05 – The market 02:33 – The direct to consumer model 03:15 – Investing for growth 03:49 – The investment case

This video can be seen at: https://www.piworld.co.uk/2021/03/18/empresaria-emr-2020-full-year-results-overview/ Rhona Driggs, CEO & Tim Anderson, CFO give an overview of the 2020 full year results. Rhona Driggs, CEO 00:32 Overview of the period Tim Anderson, CFO 01:58 Overview of the financials Rhona Driggs, CEO 03:30 Highlights of the period 04:55 The outlook   Empresaria Group plc is a United Kingdom-based international specialist staffing company. The Company’s principal activity is the provision of staffing and recruitment services. The Company is organized across three regions: UK, Continental Europe and Rest of the World and operates across seven key sectors. The Company targets a balanced and diversified spread of operations across its regions and sectors. The Company also targets professional and specialist job levels where its brands can offer value added services to clients. The Company has three main service lines, temporary recruitment, permanent recruitment and offshore recruitment services. The Company’s offshore recruitment services represents a range of different recruitment services and provides training services in South East Asia. The Company’s brands include Alternattiva, Ball and Hoolahan, Become, FastTrack and Greycoat. It has operations in 21 countries.    

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.