PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2020/09/25/litigation-capital-management-lit-fy20-results-presentation/   Litigation Capital Management (LIT) FY20 presentation by Patrick Moloney, CEO, Nick Rowles-Davies, Executive Vice Chairman and Mary Gangemi, CFO. Patrick Moloney, CEO Overview of the year - 00:40 Measures of growth - 04 :05 LCM’s business model - 05:19 Asset management business - 09:05 Investment cycle - 10:26 Mary Gangemi, CFO. Full year financial highlights - 12:30 Current portfolio of direct investments - 14:43 LCM Global Alternative Returns Fund - 17:10 Nick Rowles-Davies, Executive Vice Chairman & Patrick Moloney, CEO Market conditions - 19:00 Patrick Moloney, CEO Strategic priorities - 26:12 Growth since listing - 29:22 Capital growth potential of AUM - 32:04 Q&A - 34.25   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/2020/09/25/piworld-interview-an-hour-with-cockney-rebel/   Cockney Rebel AKA Richard Crow, has a name for making money in small caps, with a knack for perfect timing. He has an annual investment return of 30%+, and runs a private chatroom of over 250 members, who discuss stocks. In this interview we glean more about how Richard invests to get such good returns, what he looks for; recovery plays he's holding, catalysts for selling, and a general feel for his investing style. Introduction - 00:18 Richard’s background – 00:53 What return do you look to achieve? - 10:18 What alerts you to a new investment? - 11:30 Today, are you just looking for recovery plays? - 17:00 Xaar (XAR) - 18:47 De La Rue (DLAR) – 24:18 SIG (SHI) – 29 :50 How long do you hold your core positions? - 35:33 Catalysts for selling? - 36:46 Size of holding size? - 37:28 Number of holdings? – 39:07 Vertu Motors (VTU) - 40:00 Q&A Greggs (GRG) & House builders - 42:48 Did your style evolved through trial & errors? What were your biggest howlers and what did you learn from them? - 44:35 D o you have a view on insurers, specifically Legal & General (LGEN) - 46:05 Evolution of your strategy? - 47:00 When do you decide you made a mistake and sell? Do you have price limits or any other indicators? - 49:33 Do you ever use stop losses? - 50:43 Loop-Up (LOOP) - 51:33 Ted Baker (TED) & - 52.15 Cockney Rebel chat room – 54:01 About Richard Crow After starting life as a milkman and ending up paralysed after a motorbike accident @ 19 years old, Richard started investing in 1982. Mainly punting penny shares and buying unit trusts all went quite well until the 1987 Black Monday Crash where he lost a third of his investments. Undeterred he returned to investing several years later and had good success in the tech boom, selling out early before most of the tech rout. Thereafter, he started investing and trading, mainly in small caps finding many multi-baggers and much greater success. He now runs a very restricted private chatroom of some 260 or so members where members discus the stock news of the day and stock merits and opinions, together with chat and banter re life, gardening, photography and more. He also has a cracking sense of humour and posts numerous great jokes and one-liners, (he wrote that bit).

This video can be seen at: https://www.piworld.co.uk/2020/09/25/judges-scientific-jdg-h1-20-results-presentation/   David Cicurel (CEO), Brad Ormsby (Group FD) & Mark Lavelle (COO) present Judges Scientific’s half year results for the period ending 30 June 2020 David Cicurel, CEO Introduction – 00:19 About Judges Scientific – 00:27 Results key messages – 01:27 COVID-19 update – 03:14 Brad Ormsby, Group FD Performance review – 05:38 Highlights – 05:54 Performance – 07:46 Order intake – 08:29 Revenue Summary – 10:27 Profit bridge – 10:54 Balance sheet & cash flow – 11:35 Return on total invested capital – 12:42 Diversification – 13:32 Financial history – 13:55 David Cicurel, CEO Acquisitions – 14:39 Growth drivers – 17:14 Outlook – 19:39 Investment case – 23:10 Q&A – 24:34   About Judges 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/2020/09/24/tremor-trmr-h1-2020-investor-presentation/   Ofer Druker, Chief Executive Officer presents Tremor H1 20 results. Introduction – 00:17 Overview – 01:06 Tremor vision – 01:49 Q3 performance overview including Covid-19 – 02:31 H1 highlights – 03:43 Market trends – 04:58 Covid-19 – 05:49 Technology stack – 06:20 Global presence – 06:57 Ongoing strategy – 09:05 Tremor KPIs – 09:54 Advertising – 10:34 Summary & outlook – 11:53   About Tremor International Ltd: Tremor International Ltd offers data-focused marketing solutions that drive execution and brand insight in mobile, leveraging video, native, and display to reach the users for every application, service, and brand. The Company’s technology is based on artificial intelligence and machine learning at big data scale. The Company works with more than 450 advertisers, including Amazon, Disney, Facebook, Twitter, OpenTable, Expedia, and Zynga, and more than 50,000 supply and publishing partners worldwide.

This video can be seen at: http://www.piworld.co.uk/2020/09/21/litigation-capit…results-overview/   Patrick Moloney, CEO discusses the FY20 results with piworld. Introduction - 00:24 2020 overview - 00:49 Financial results - 04:09 Current portfolio of direct investments - 07: 25 LCM Global alternative returns fund - 08:57 Covid-19 - 09:31 Outlook - 12:50 About Litigation Capital Management: 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.

    Jack Cooney, CEO, John Yuncza, CFO & Enzo LiCausi, VP of Finance present H1 20 results followed by Q&A, on 14th September 2020. Jack Cooney, CEO Introduction - 00:18 Covid-19 - 00:24 H1 highlights - 03:16 John Yuncza, CFO H1 highlights: Sales - 04:26 Enzo LiCausi, VP of Finance Financial results - 12:32 John Yuncza, CFO Strategy update & outlook - 18:17 Q&A - 26:52 About Somero Enterprises Inc: 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/2020/09/17/eagle-eye-solutions-eye-full-year-20-results-presentation/   Eagle Eye Solutions (EYE) FY20 results presentation to analysts by Tim Mason, CEO & Lucy Sharman-Munday, CFO, on 16th September 2020. Tim Mason, CEO Introduction – 00:18 Executive summary – 02:51 Covid-19 – 03:33 Lucy Sharman-Munday, CFO Financial update – 07:40 Tim Mason, CEO Strategic update – 16:52 Outlook – 26:22 Q&A – 28:20 About Eagle Eye Solutions: 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/2020/09/17/aquis-exchange-plc-aqx-h1-20-results-presentation/     Alasdair Haynes, CEO and Jonathan Clelland, CFO & COO present Aquis Exchange H1 20 results 11th September 2020. Alasdair Haynes, CEO and Jonathan Clelland, CFO & COO Introduction - 00:17 Alasdair Haynes, CEO Initial results - 02:29 Covid-19 - 04:32 Market share - 11:00 Jonathan Clelland, CFO & COO Divisional review - 13:47 Alasdair Haynes, CEO Divisional review: AQSE - 17:37 Moving forwards - 20:09 Jonathan Clelland, CFO & COO Financial results - 33:10 Future growth - 34:25 Alasdair Haynes, CEO Summary & outlook - 35:58 Q&A - 39:53 About Aquis Exchange plc: Aquis Exchange PLC, formerly Aquis Exchange Limited, is a United Kingdom-based company that operates as a pan-European cash equities trading exchange. The Company’s lit order book allows institutional traders to trade the stocks from 14 European countries. Its Market at Close order type allows members to enter orders on Aquis Exchange at the closing price of the market-of-listing end-of-day auction. It offers trading in a range of European financial instruments, including the constituents of the European indices from various markets. Its software and technology division, Aquis Technologies, develops trade surveillance and matching engine software for banks, investment firms and exchanges. Aquis Market Surveillance is a market surveillance platform for exchanges, multilateral trading facility, brokers and other trading firms. The features of its AMS include case management, market abuse indicators, management information system, order book replay and intraday alert parameter control.

This video can be seen at: https://www.piworld.co.uk/2020/09/16/the-property-franchise-group-tpfg-interim-results-presentation-september-2020/   Gareth Samples, CEO and David Raggett, CFO present The Property Franchise Group (TPFG) H1 20 results. Gareth Samples, CEO and David Raggett, CFO Introduction & timeline - 00:20 David Raggett, CFO Financial overview - 05:00 Gareth Samples, CEO Covid-19 - 08:31 David Raggett, CFO Covid-19 financial impacts - 11:57 Gareth Samples, CEO Current trading - 14:14 David Raggett, CFO Revenue - 16:34 Gareth Samples, CEO Changing market overview - 20:33 Growth initiatives - 22:55 Outlook - 28:50 About The Property Franchise Group: The Property Franchise Group plc, formerly MartinCo PLC (MartinCo), is engaged in residential property franchise business. The Company operates as a franchise model focused on the United Kingdom residential lettings and property management services offered to private clients. It also offers estate agency services. Its brands include Martin & Co, Xperience, Ellis & Co, CJ Hole, Parkers and Whitegates. Martin & Co is a national brand with approximately 200 offices distributed across the United Kingdom. Martin & Co is a specialist lettings and property management business. Xperience brand includes is the property franchise business. Ellis & Co has over 20 offices within the M25 and one office in Tonbridge, Kent. CJ Hole is engaged in selling property within the estate agency market in the South West with over 20 offices throughout Bristol, Somerset and Gloucestershire. Its subsidiaries include Martin & Co (UK) Limited, Xperience Franchising Limited and Whitegates Estate Agency Limited.

This video can be seen at: https://www.piworld.co.uk/2020/09/16/kape-technologies-kape-h1-20-results-presentation/   Ido Erlichman, CEO & Moran Laufer, CFO present H1 20 results to analysts, followed by Q&A, 15 September 2020. Ido Erlichman, CEO Investment summary - 00:42 Ido Erlichman, CEO & Moran Laufer, CFO Financial & operational highlights - 02:06 Ido Erlichman, CEO Data privacy market - 05:09 Covid-19 - 06:31 Moran Laufer, CFO Financial overview - 10:47 Ido Erlichman, CEO Revenue model - 15:48 Marketing - 19:29 Customer service - 21:04 Integration of PIA & Kape - 22:26 Ongoing priorities & outlook - 23:50 Q&A - 25:54 About Kape Technologies: 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.