PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2020/12/09/tekmar-group-tgp-h1-results-presentation-december-2020/   New CEO, Alasdair MacDonald gives a comprehensive overview of the business and the market, followed by Sue Hurst, CFO who presents the financials for the period ended 30th September 2020. Alasdair MacDonald, CEO Introduction - 00:18 Alasdair MacDonald, CEO & Sue Hurst, CFO Presentation team - 01:20 Alasdair MacDonald, CEO Group overview – 03:30 Product range - 05:17 Application of products - 06:57 Floating wind solutions - 08:49 Global reach – 09:43 H1 highlights – 10:43 Generation 10 product - 21:32 Order book & intake - 22:36 Offshore wind market overview - 23:31 Addressable market - 28:09 Emerging markets - 29:36 Floating wind outlook - 31:20 Offshore wind spend vs oil & gas - 31:47 Growth strategy – 33:15 Sue Hurst, CFO P&L – 34:53 Balance sheet - 36:40 Cash flow - 38:29 Alasdair MacDonald, CEO Summary - 39:30 Q&A – 40:29 Tekmar Group PLC is a United Kingdom-based company that provides subsea cable, umbilical and flexible pipe protection systems and engineering services. The Company offers various service packages including FEED study, product development, design and engineering, in-house product testing, manufacturing, project management, and personnel training and offshore support. Its products include Teklink CPS, Tektube CPS, Cable hang-offs, TEKSPACE, TEKDUCT, SPLIT PIPE, j-tube seals, bend restrictors and bend stiffeners. The Company primarily provides its products and services to offshore wind, and oil and gas companies.

This video can be seen at: https://www.piworld.co.uk/2020/12/09/begbies-traynor-beg-h1-analyst-presentation-december-2020/   Ric Traynor, Executive Chairman, and Nick Taylor, Group Finance Director, present H1 results for the six months ended 31 October 2020, outlining a strong first half performance and confidence in the full year outlook. Ric Traynor, Executive Chairman. Introduction to Begbies Traynor – 00:18 Overview of H1 - 01:20 Nick Taylor, Group Finance Director. Financial highlights – 02:10 Business recovery and financial advisory - 03:40 Property advisory and transactional services - 05:01 Financial position - 06:44 Full year outlook - 07:45 Ric Traynor, Executive Chairman. Group developments: The insolvency market – 08:43 Group developments: Business recovery and financial advisory – 11:30 Group developments: Property services – 14:42 Summary – 16:50 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/2020/12/07/ted-baker-ted-2021-interim-results-overview/   Ted Baker's CEO Rachel Osborne & CFO, David Wolffe summarise the H1 21 results, and give an update on Ted's growth formula. Rachel Osborne, CEO Key Highlights – 00:37 David Wolffe, CFO Financial highlights – 02:38 Financial outlook - 04:05 Rachel Osborne, CEO Strategic progress – 05:08 Ted Baker Plc is a United Kingdom-based global lifestyle company. The Company offers a range of collections, including menswear, womenswear, global, phormal, endurance, accessories, audio, bedding, childrenswear, crockery, eyewear, footwear, fragrance and skinwear, gifting and stationery, jewelry, lingerie and sleepwear, luggage, neckwear, rugs, suiting, technical accessories, tiles and watches. The Company operates through three segments: retail, wholesale and licensing. It operates stores and concessions across the United Kingdom, Europe, North America and Asia and an e-commerce business based in the United Kingdom, primarily serving the United Kingdom and Europe, with separate the United States and Canadian sites dedicated to North America, and a separate site serving Australia. The Company's wholesale business in the United Kingdom serves countries across the world, particularly in the United Kingdom and Europe. The Company operates both territorial and product licenses.

This video can be seen at: https://www.piworld.co.uk/2020/12/02/ig-design-group-igr-2021-interim-results-presentation/   Paul Fineman, CEO & Giles Willits, CFO present the IG Design Group 2021 H1 results for the six months ended 30 September 2020. Paul Fineman, CEO, Introduction - 00:17 H1 Highlights - 00:36 Performance - 04:32 Strategy in action – 10:08 Giles Willits, CFO Financial highlights - 14:19 Profit & loss - 15:33 Cashflow - 21:18 Paul Fineman, CEO, DG Americas update - 25:14 DG International update - 34:40 Summary & outlook – 38:42 Q&A – 41-19 IG Design Group plc, formerly International Greetings plc, is engaged in the design, manufacture and distribution of gift packaging and greetings; stationery and creative play products, and design-led giftware. The Company's geographic segments include UK and Asia; Europe; USA, and Australia. The Company sells its products in over 150,000 stores across approximately 80 countries. It also offers a portfolio of licensed and customer bespoke products suitable for sale through multi channel distribution. The Company's products include crackers, pens and pencils, stickers, single cards and gift wrap. The Company offers its products under the brands A Star, B Stationery, Papercraft and Pepperpot. Its subsidiaries include Artwrap Pty Ltd, International Greetings UK Ltd, International Greetings USA, Inc, International Greetings Asia Ltd, The Huizhou Gift International Greetings Company Limited, Hoomark BV, Anchor International BV and Hoomark S.p.z.o.o.  

This video can be seen at: https://www.piworld.co.uk/2020/12/02/the-panoply-tpx-interim-results-for-6-months-ended-30-9-20/   Neal Gandhi, CEO & Oliver Rigby, CFO present the H1 results followed by Q&A. Given on 30.1.20. Neal Gandhi, CEO Introduction to the team - 00:33 TPX at a glance - 01:36 Competitive landscape - 02:37 H1 highlights - 05:25 Oliver Rigby, CFO Financials - 07:33 Neal Gandhi, CEO Growth strategy - 17:30 Outlook 29:25 Q&A - 33:44 The Panoply Holdings PLC is a United Kingdom-based technology-enabled services company. The Company is focused on digital transformation. The Company's segments include Consulting and innovation, Software development and Automation. The Consulting and innovation services include strategy consulting and service design. The Software development services include digital transformation, technical software development, cloud-based services and information technology (IT) implementation. The Automation services include automation, robotics, chatbots and artificial intelligence (AI). The Company's subsidiaries include Bene Agere Norden AS, Manifesto Digital Limited, Questers Resourcing Limited, iDisrupted Limited and Greenshoot Labs Limited. Bene Agere Norden AS is a strategic and management consultancy with a focus on digital transformation. Manifesto Digital Limited is a digital experience agency

This video can be seen at: https://www.piworld.co.uk/2020/12/01/cerillion-cer-full-year-20-results-presentation-given-at-sharesoc-30-11-20/   Louis Hall, CEO & Oliver Gilchrist, CFO present FY20 results at ShareSoc November 2020.   Louis Hall, CEO & Oliver Gilchrist, CFO Introduction – 00:20 Louis Hall, CEO Business overview - 01:410 Products & markets overview - 03:30 Key highlights - 05:16 KPI’s 09:58 Oliver Gilchrist, CFO Financial highlights - 11:24 Income Statement - 15:12 Balance sheet - 16:40 Cash Flow - 17:49 Louis Hall, CEO Geographic & customer base - 18:30 Revenue concentration - 21:32 Sticky customer base - 23:04 The competition - 25:00 Nokia partnership - 27:03 Sales pipeline - 29:28 Summary & outlook - 32:02 Q&A – 33:0o Cerillion plc is engaged in providing billing, charging and customer relationship management software solutions to the telecommunications market but also to the utilities and financial services sectors. The Company is a supplier and developer of telecommunication software solutions and equipment. It operates through four business segments, such as Services, Software, Software-as-a-Service and Third Party. The Services segment provides services to customers on new implementation projects and enhancements. The Software segment supports and provides maintenance for the software, as well as the licenses to use the software. The Software-as-a-Service segment offers monthly subscriptions for a managed service and products on a pay as you go service. The Third Party segment offers third-party services or licenses, and includes re-billable expenses and pass through of selling on hardware. It operates in Europe, the Middle East and Africa, the Americas and Asia-Pacific geographical markets.

This video can be seen at: https://www.piworld.co.uk/2020/12/01/calnex-solutions-clx-h120-results-presentation-november-2020/   Tommy Cook, CEO & Ashleigh Greenan, CFO present interim results for the period ended 30th September 2020. CLX IPO'd October 2020. Tommy Cook, CEO Introduction to Tommy & Ashleigh - 00:28 What Calnex do - 01:34 The telecom testing market - 04:46 H1 highlights - 07:20 CV-19 resilience - 09:05 Ashleigh Greenan, CFO Business model - 14:43 Financials – 19:20 Tommy Cook, CEO Market and strategy - 25:38 Growth strategy - 27:22 Outlook - 29:40 Q&A – 31:08 Calnex Solutions Ltd is a United Kingdom-based provider of test and measurement systems for the global telecom industry. The Company designs, produces and markets test instrumentation and solutions for network synchronization and network emulation, enabling its customers to validate the performance of the infrastructure associated with the telecom networks. The Company offers its network synchronization systems and solutions for mobile networks to work correctly and get synchronized with nearby mobile radio transmitters or base stations. Its network emulation products are designed to impair data traffic for the development of Ethernet Switches and Routers for deployment in large data Wide Area Networks, operated by both the traditional network operators and in data storage farms offering cloud computing services.

This video can be seen at: https://www.piworld.co.uk/2020/11/30/whireland-whi-conditional-acquisition-of-harpsden/   Phillip Wale, Chief Executive & Stephen Ford, Executive Director, Head of Wealth Management outline the WHI plan for growth, and where the Harpsden Wealth Management acquisition fits into that. Phillip Wale, Chief Executive Plan for growth - 00:40 Stephen Ford, Executive Director, Head of Wealth Management Harpsden Wealth Management acquisition – 01:17 Strategic rationale for the transaction - 02:06 Phillip Wale, Chief Executive Plan for growth: Capital Markets - 04:10 Summary: a simpler & scalable business - 04:58 WH Ireland Group plc is a holding company. The Company's principal activities are the provision of wealth management and corporate finance advice, research, products and services to the private clients, and small and medium sized companies. It operates through two segments, which include Private Wealth Management and Corporate Broking. The Private Wealth Management segment offers investment management advice and services to individuals and contains its wealth planning business, giving advice on and acting as intermediary for a range of financial products. The Corporate Broking segment provides corporate finance and corporate broking advice and services to the companies, and acts as nominated advisor to clients listed on the Alternative Investment Market (AIM). The Corporate Broking segment contains its institutional sales and research business, which carries out stockbroking activities on behalf of companies, as well as conducting research into markets of interest to its clients.

This video can be seen at: https://www.piworld.co.uk/2020/11/30/tracsis-trcs-fy20-results-presentation/   Chris Barnes, CEO, Max Cawthra, CFO & Andy Kelly, (incoming CFO from February 2021) present TRCS FY20 results, providing more colour to the results, the outlook and the strategy going forward. Chris Barnes, CEO Overview - 00:34 Andy Kelly, (incoming CFO from February 2021) Introduction to Andy Kelly, incoming CEO - 01:37 Chris Barnes, CEO Group integration - 04:20 Revenue split & recurring revenue - 09:28 Headline figures - 10:24 CV19 actions - 13:04 Max Cawthra, CFO Financial overview - 15:20 Chris Barnes, CEO Rail Technology & Services - 18:35 Max Cawthra, CFO Income statement - 21:00 Cashflows – 22:22 Balance sheet - 22:43 Chris Barnes, CEO Industry drivers - 23:15 Andy Kelly, incoming CFO 3 year growth strategy - 25:16 Chris Barnes, CEO Where near term growth will come from - 27:58 ESG strategy - 31:45 20212 and beyond - 32:48 Q&A – 33:50 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 as

This video can be seen at: https://www.piworld.co.uk/2020/11/27/ra-international-rai-who-they-are-what-they-do/   Soraya Narfeldt, CEO, Lars Narfeldt, COO & Andrew Bolter, CFO outline RA International, including the company’s history, what they do, their values and the story since IPO. Soraya Narfeldt, CEO History of RA International – 00:19 Lars Narfeldt, COO & Andrew Bolter, CFO What we do – 01:41 Soraya Narfeldt, CEO The importance of trust – 03:03 Why we are different – 04:02 Lars Narfeldt, COO Diversification – 04:38 Andrew Bolter, CFO The one supplier model – 05:55 Lars Narfeldt, COO Sustainability – 06:48 Andrew Bolter, CFO The story since IPO – 07:58 Soraya Narfeldt, CEO Conclusion – 09:00 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.