PIWORLD Investor Podcasts

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.

This video can be seen at: https://www.piworld.co.uk/2020/11/26/mind-gym-mind-h1-investor-presentation-november-2020/   Octavius Black, Co-Founder & CEO, Richard Steele, CFO & Elaine Safier, Chief Digital Officer, outline Mind Gym's H1 results, and their ambitious strategy to grow the business going forward. Octavius Black, Co-Founder & CEO H1: CV19 & Operational highlights - 01:05 Richard Steele, CFO H1: Financials - 04:24 Octavius Black, Co-Founder & CEO Investment for growth - 10:10 MIND is a market disrupter - 12:53 The market opportunity - 15:03 An example of what MIND delivers - 21:33 Elaine Safier, Chief Digital Officer The historic digital journey - 26:57 Future digital strategy - 29:57 Future digital commercials - 39:09 Richard Steele, CFO Financial summary including digital & outlook - 40:50 Octavius Black, Co-Founder & CEO Summary - 44:04 Mind Gym PLC is a United Kingdom-based company that provides professional leadership skills and business relationship management services. The Company offers a range of solutions, such as performance management, management development, diversity and inclusion, change, ethics, reorganization, personal effectiveness, on-boarding, employee engagement, and customer services.

This video can be seen at: https://www.piworld.co.uk/2020/11/26/tracsis-trcs-full-year-2020-results-overview/   Chris Barnes, CEO & Max Cawthra, CFO provide an overview of Tracsis FY20 results, the group's development and what's driving the business. Chris Barns, CEO Overview - 00:35 Max Cawthra, CFO Financial overview - 02:38 Chris Barns, CEO Group development - 04:11 Max Cawthra, CFO Trade post period end - 06:11 Chris Barns, CEO What are the market drivers? - 07:11 Outlook - 09:23 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/2020/11/25/argentex-agfx-h1-results-presentation-november-2020/   Carl Jani, Co-CEO outlines Argentex's business model, their latest trading and the strategy going forward. Introduction – 00:18 What we do - 00:50 How we work - 01:44 Addressable market - 03:58 Clients - 05:43 Performance - 06:35 Interim results - 06:55 Income statement - 08:12 Balance sheet - 09:26 Cash - 10:07 H1 in context - 11:10 H1 in detail - 13:05 London HQ - 17:53 Overseas expansion - 18:30 Summary - 19:17 Outlook – 19:46 Q&A – 20:32 Argentex Group PLC is a United Kingdom-based company that is a provider of foreign exchange (FX) services. The Company operates as a Riskless Principal broker for non-speculative spot, forward foreign exchange and structured financial derivative contracts. The Company delivers tailored foreign exchange advisory and execution services to a global client base consisting principally of institutions, corporates and high net worth private individuals.  

This video can be seen at: https://www.piworld.co.uk/2020/11/24/dotdigital-group-plc-dotd-full-year-results-presentation/   Milan Patal, CEO & Paraag Amin, CFO present the FY20 results, illustrating how the year has panned out with CV19. This comprehensively covers the market, the strategy and how they see the opportunities ahead. Milan Patel, CEO Introduction – 00:17 What we do – 00:25 Who we are - 01:03 The talent - 03:16 PLC Board - 03:40 The growth strategy - 04:10 FY 19/20 review - 06:25 COVID-19 – 06:28 Key messages - 08:20 Strategic progress: product innovation - 09:30 Strategic progress: strategic partnerships – 15:50 Strategic progress: geographic expansion – 15:42 Paraag Amin, CFO Historical growth trends– 16:56 Key trading highlights – 17:10 Trading performance - 18:27 Balance sheet - 21:03 Cashflow - 21:27 IFRS 16 - 22:07 Summary - 22:51 Milan Patel, CEO The market - 23:19 The rise of omnichannel - 24:50 Forrester Wave - 28:05 Summary - 28:54 Outlook – 2947 Q&A – 30:51 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/2020/11/24/ig-design-group-igr-h1-21-results-overview/   Paul Fineman, CEO & Giles Willits, CFO discuss the IG Design Group H1 results with piworld. Paul Fineman, CEO & Giles Willits, CFO H1 performance - 00:32 Giles Willits, CFO Financial postion in light of CV19 - 02:27 Paul Fineman, CEO IGR response to CV19 - 03:04 Giles Willits, CFO Non-US performance - 5:35 Paul Fineman, CEO Outlook - 06:22   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.