PIWORLD Investor Podcasts

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.    

This video can be seen at: https://www.piworld.co.uk/2021/02/25/various-eateries-vare-full-year-2020-results-overview/ Various Eateries (VARE) FY20 results overview with Andy Bassadone, Chairman, Yishay Malkov, CEO & Oli Williams, CFO, who outline the business, and the opportunities in the post CV19 world. They are an experienced management team, confident in their brands with a strong balance sheet. They face a market of pent-up demand, less competition, a massive choice of sites and great talent. They say they are ‘a coiled spring ready to pounce!’ Andy Bassadone, Chairman 00:35 Who are Various Eateries? 01:17 The team 02:53 The opportunity Yishay Malkov, CEO 06:22 Key highlights Oli Willliams, CFO 08:54 Financial highlights Andy Bassadone, Chairman 10:33 Outlook Various Eateries PLC is a United Kingdom-based company that owns, develops and operates restaurant sites. The Company operates its restaurant business under Coppa Club and Tavolino brands across ten locations. Coppa Club is a multi-use, all-day concept that combines restaurant, terrace, cafe, lounge, bar and work-spaces together. The Tavolino, is an Italian food restaurant brand.

This video can be seen at: https://www.piworld.co.uk/2021/02/25/dotdigital-group-plc-dotd-interim-results-overview/   Milan Patel, CEO, outlines the key drivers during the period, including new and existing customers, with SMS channels being particularly strong. Growth still comes from product innovation, strategic partnerships and geographic expansion. Digital spend is going up, accelerated by CV19. Paraag Amin, CFO, summarises the financials with 22% revenue growth, 93% of which is recurring revenue; with ebitda margin 37%; and Adj op profit 27%. Cash £27.6m. For the outlook, DOTD experiences strong trading momentum as global digital marketing spend continues to grow dramatically. Milan Patel, CEO 00:29 H1 highlights 02:58 The market Paraag Amin, CFO 04:14 Financial highlights Milan Patel, CEO 06:15 Outlook dotdigital Group Plc is a United Kingdom-based company, which is engaged in providing software as a service (SaaS) and managed services to digital marketing professionals. The Company offers dotmailer, which provides e-mail and multi-channel marketing automation platform with various tools that enable marketers to create, manage, execute and evaluate various campaigns. In addition to its automation technologies, the Company also provides multi-channel marketing consultancy and services for businesses seeking to manage customer acquisition, conversion and retention. The Company also has pre-built integrations with e-commerce platforms and customer relationship management (CRM) products, such as Magento and Salesforce. dotmailer helps in using contact data to design, test and send automated campaigns. The Company's subsidiaries include dotmailer Limited, dotsearch Europe Limited and dotmailer Inc. Through its subsidiaries, it is engaged in providing Web- and e-mail-based marketing.

This video can be seen at: https://www.piworld.co.uk/2021/02/19/stockopedia-piworld-virtual-stockslam-february-2021-with-damian-cannon/   The first virtual StockSlam was hosted by Damian Cannon, following the historical physical events in London. Over 1,350 investors joined the event live to hear 11 esteemed investors presenting their best stock idea in 3 minutes. Bite-sized nuggets to inspire your further research. Superb ideas and highly entertaining. 00:00 Start 00:18 Damian Cannon Introduction 03:35 Caledonia Mining (CMCL) - Damian Cannon 10:10 Unite (UTG) - David Brunsdon 17:15 RWS Holdings (RWS) – Nick Cotton 23:27 Braemar Shipping Service (BMS) – John Sladden 29:13 Renold (RNO) – Paul Scott 36:07 SDI (SDI) – Rebecca Stewart & Tamzin Freeman 42:11 Cake Box Holdings (CBOX) – Ed Croft 48:52 Gear4music (G4M) – Martin Flitton 55:52 Halfords (HFD) – Diarmuid O’Hare 01:02:44 Atalaya Mining (ATYM) – Edmund Shing 01:09:26 Close by Damian Cannon The next stock slam is Wednesday 7th April, 6pm. Details to register will be found in due course on our events page. 

This video can be seen at: https://www.piworld.co.uk/2021/02/17/the-renewables-infrastructure-group-trig-fy20-results-presentation/   TRIG FY20 results presentation, given to analysts and investors on 17/02/21 by the management team. 0:00 Start Helen Mahy, Chairman 1:09 Introduction 2:36 TRIG 2020 Overview Richard Crawford, Director, Infrastructure 4:18 Net Asset Value & dividends 5:17 Investments & share price performance Phil George, Director, Infrastructure 15:34 Financial highlights Chris Sweetman, TRIG Operations Director 18:01 Operational performance 19:42 Weather and operational highlights Jaz Bains, Group Risk Investment Director 21:39 Value enhancements 22:41 Sustainability in practice 23:38 Positively impacting communities Minesh Shah, Investment Director Infrastructure 24:49 Responsible investment process Richard Crawford, Director, Infrastructure 27:53 Portfolio additions 30:47 Concluding remarks About: The Renewables Infrastructure Group Limited is a Guernsey-based closed-ended investment company. The Company invests in operational renewable energy generation projects, predominantly in onshore and offshore wind and solar photovoltaics (PV) segments, across the United Kingdom and Northern Europe. Its portfolio consists of over 70 wind, solar and battery storage projects with aggregate net generating capacity of approximately 1,664megawatts (MW). Its assets are located across United Kingdom, Ireland, France, Sweden and Germany. InfraRed Capital Partners Limited is the Company’s investment manager.