PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2020/09/15/sthree-stem-q3-trading-update-latest-sentiment-survey/   Mark Dorman, CEO & Alex Smith, CFO, speaking to analysts on 14th September 2020, following their Q3 trading update. Mark Dorman, CEO Q3 overview – 00:45 Alex Smith, CFO Q3 trading – 02:11 Q3 regional performance – 03:36 Q3 improving underlying performance – 05:52 Mark Dorman, CEO Positioning for the future – 07:15 Sentiment survey – 07:55 Summary – 10:30 SThree 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/2020/09/11/inspired-energy-inse-half-year-2020-results-presentation/   Mark Dickinson, CEO & Paul Connor, CFO present Inspired Energy's half year results, in a presentation to analysts 9.9.20. Mark Dickinson, CEO Introduction - 00:18 Paul Connor, CFO Financial results - 00:38 Mark Dickinson, CEO Strategic update incl. covid - 08:54 Outlook - 21:26 Q&A - 24:13 About Inspired Energy: Inspired Energy PLC provides energy purchasing and energy consultancy services to corporate, and small and medium-sized enterprise (SME) energy users. The Company's segments include The Corporate division (Corporate), The SME division (SME) and PLC costs. The Corporate segment includes operations of Inspired Energy Solutions Limited, Direct Energy Purchasing Limited, Wholesale Power UK Limited and STC Energy and Carbon Holdings Limited. Corporate's services are primarily in the review, analysis and negotiation of gas and electricity contracts on behalf of corporate clients. It provides additional services, which include energy review and benchmarking, negotiation and bill validation. The SME segment includes the operations of Energisave Online Limited, KWH Consulting Limited and Simply Business Energy Limited. Within the SME division, the Company's energy consultants contact prospective SME clients to offer reduced tariffs and contracts based on the situation of the customer.

This video can be seen at: https://www.piworld.co.uk/2020/09/11/a-piworld-interview-an-hour-with-castleford-tiger/   Castleford Tiger has been making around 30-40% annual returns from his small cap portfolio, over time. Here he discusses his investing criteria with some stocks as examples, where he feels there is scope for significant upside. CT’s career background and how he got into investing? - 00:48 CT's annual return – 05:24 What CT looks for in those companies in which he invests – 06:40 How long CT holds – 09:10 Mpac Group (MPAC) – 11:00 Tandem (TND) – 17:04 Hargreaves Services (HSP) – 21:00 LPA (LPA) – 27:29 Robinson (RBN) - 28:37 Manx Financial (MFX) – 30:08 Do you ever get it wrong? - 31:46 Why do you post on bulletin boards? - 36:20 Q&A – 39:00 On The Beach v Dart (DTG)/Jet2 - 39:20 Number of stocks in CT’s portfolio - 42:38 What other metrics does CT use for research? - 43:50 Hargreaves Service (HSP) - 46:57 Access to management - 50:27 Andrew Robinson (Castleford Tiger) is a accountant, he runs a family food & drinks business and has interests in retail property. Andrew has invested since winning an investing competition whilst at University. (Latterly he went back and taught investing to under grads at his university, but sadly no longer has time for this.)  

  This video can be seen at: https://www.piworld.co.uk/2020/09/10/emis-group-plc-emis-half-year-2020-results-presentation/   EMIS H1 2020 presentation to analysts, 9th September 2020, by Andy Thorburn, CEO & Peter Southby, CFO. Andy Thorburn, CEO Introduction - 00:31 Peter Southby, CFO Financial review - 02:19 Andy Thorburn, CEO Operational review - 14:12 Operational performance incl. Covid-19 - 16:42 Strategic roadmap execution - 24:29 Summary and outlook - 33:58 About EMIS Group plc: 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: http://www.piworld.co.uk/2020/09/09/luceco-plc-luce-…s-september-2020/    Presentation to analysts 8.9.20 by John Hornby, CEO & Matt Webb, CFO. John Hornby, Chief Executive Officer Overview of Luceco - 00:30 John Hornby, Chief Executive Officer & Matt Webb, Chief Financial Officer Highlights - 00:56 Matt Webb, Chief Financial Officer Financial Overview - 05:52 Covid-19 impact - 08:32 John Hornby, Chief Executive Officer Key initiatives - 32:02 Current trading and outlook - 36:07 Q&A - 38:19 About Luceco plc: Luceco plc offers a range of brands, including Luceco, BG Electrical, Masterplug and Ross. The Company's products include Luxpanel, Epsilon and ambient lighting. Luceco light emitting diode (LED) lighting provides commercial and domestic lighting solutions. BG Electrical is a wiring accessory manufacturing brand, which serves electrical trade and specifiers. BG Electrical's products include White Rounded Edge, Nexus Flaplate Screwless, Nexus Metal, Nexus Storm, Nexus Grid and Metal Clad. Masterplug supplies portable power equipment through do-it-yourself (DIY) outlets and street retailers. Masterplug offers products under various categories, including indoor power, such as plugs and adaptors, sockets, chargers and cables; outdoor power, such as case reel, weatherproof box and extension leads, and workpower, such as trailing sockets, inline connectors, cassette reels and cable reels. Ross offers a range of audio visual and home entertainment products.

Creightons Group Managing Director, Bernard Johnson, Group Finance and Commercial Director, Paul Forster and Global Marketing Director/Deputy MD, Pippa Clark present full year 2020 results Bernard Johnson, Group Finance and Commercial Director Introduction - 00:20 Outline of Company progress - 01:08 Covid 19 - 02:49 Group Finance and Commercial Director, Paul Forster Financial summary and key results - 06:26 Global Marketing Director/Deputy MD, Pippa Clark The UK market - 19:06 Division performance - 21:52 Covid 19 impact - 36:32 Bernard Johnson, Group Finance and Commercial Director Future aspirations - 41:04 Q&A - 45:08 About Creightons plc: Creightons plc is engaged in the development, marketing and manufacture of toiletries and fragrances. The Company operates through three business streams: private label business, contract manufacturing business and branded business. Its private label business focuses on private label products for high street retailers and supermarket chains. Its contract manufacturing business develops and manufactures products on behalf of third party brand owners. Its branded business develops, markets, sells and distributes products it has developed and owns the rights to. Its product portfolio includes bath and shower care, haircare, body care, baby and maternity, and fragrances, among others. Its services include market analysis, creative concept generation, product development, brand development, manufacturing and logistics. Its brands include Frizz No More, Volume Pro, Argan Body, Argan Smooth, Keratin Pro, Perfect Hair, Bronze Ambition, Sunshine Blonde, Beautiful Brunette and Just Hair.

This video can be seen at: https://www.piworld.co.uk/2020/08/12/appreciate-group-app-fy20-results-presentation/     Appreciate Group CEO, Ian O’Doherty & CFO, Tim Clancy, present full year 2020 results Ian O’Doherty, CEO Overview - 00:28 Full highlights - 00:49 Covid-19 - 02:59 Performance overview - 06:23 Tim Clancy, CFO Financial results - 08:29 Summary & outlook - 16:17 Ian O’Doherty, CEO Strategic journey - 17:09 Summary - 23:41 About Appreciate Group Plc: Formerly Park Group Plc, is a United Kingdom-based multi-retailer redemption product provider to corporate and consumer markets. It operates gift voucher, prepaid gift card and financial service business, which is engaged in delivering rewards and prepaid products and is focused on consumer prepayments and corporate reward and incentive programs. The Company's segments include consumer and corporate. The consumer segment includes the Company's sales to consumers, utilizing its Christmas savings offering. The corporate includes the Company's sales to businesses, offering primarily sales of the Love2shop voucher, flexecash cards, Mastercards and e-codes in addition to other retailer vouchers. Love2shop is the multi-retailer gift voucher and prepaid gift card. It offers flexecash, which is its information technology infrastructure. Its Park Christmas Savings Club operates through a network of agents.

This video can be seen at: http://www.piworld.co.uk/2020/08/12/empresaria-emr-2…results-overview/     Empresaria CEO Rhona Driggs and CFO Tim Anderson talk to piworld's Tamzin Freeman about the Group's Interim results for the period ended 30th June 2020. Rhona Driggs, CEO Overview of the period - 00:34 Tim Anderson, CFO Financial highlights - 02:32 Rhona Driggs, CEO Operational efficiencies - 04:12 Signs of recovery - 06:25 Outlook - 07:41   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/2020/08/07/imimobile-plc-imo-full-year-results-2020/   Presentation by Jay Patel, CEO & Mike Jefferies, CFO present full year results, August (for the year ended 31.05.20). Jay Patel, CEO Overview – 00:18 FY20 Trading performance – 01:18 Covid-19 – 03:30 Mike Jefferies, CFO Financials – 05:38 Jay Patel, CEO Cloud communications products – 11:15 Summary & outlook – 25:31 Q&A – 26:47 About IMImobile PLC: IMImobile PLC is a cloud communications software and solutions provider. The Company’s segments include Europe and Americas (Europe being substantially all to the United Kingdom), India and South East Asia (SEA), and Middle East and Africa (MEA). Its products include IMIconnect, IMIcampaign, IMIdigital, IMIchat, IMIsocial and Textlocal. IMIconnect is an enterprise cloud communications platform enabling information technology (IT) to create and deliver multi-channel digital customer journeys. IMIcampaign is a multi-channel campaign management platform to deliver personalized marketing campaigns in real time. IMIdigital is a content management system for end-to-end delivery of content services across all digital touchpoints. IMIchat is a mobile and social chat application for contact centres. IMIsocial is a built for radio and television broadcasters to develop audience engagement and live programming across mobile, digital and social. Textlocal is a cloud-based messenger platform.

This video can be seen at: https://www.piworld.co.uk/2020/08/07/piworld-interview-with-richard-leonard-investor-trader-life-in-a-family-office/   Richard has achieved an average annual return of over 30% pa over the last 10 years. Here, he outlines what he looks for to achieve that. Bursting with enthusiasm, together with some great stock picks, with an engagingly honest insight to his reaction to CV19, which many will relate to. Richard believes today is the beginning of an economic cycle, and is a great time for equity investors. Richard’s background - 00:46 Richard’s investing performance - 02:40 Investing style & stock selection - 03:24 Covid-19 - 07:04 What sectors to avoid – 13:18 The business cycle philosophy - 15:50 Richard’s holdings and 2019 performance - 18:35 Richard’s been buying - 21:31 What prompts Richard to sell - 23:40 Macro thoughts – 26:16 Richard’s watch list - 28:46 Polar Capital (POLR) - 32:17 UP Global Sourcing (UPGS) - 37:46 Redde Northgate (REDD) - 42:52 Q&A – 47:28 Other companies mentioned: St James Place (STJ), Franchise Brands (FRAN); Telecom Plus (TEP); Legal & Genera (LEGN); M&G (MNG); Ted Baker (TED); Spectris (SXS). About Richard in his words: My interest in the London stock market came about in the early 80’s – working over the summer holidays whilst at college, as a post boy - leading to being somewhat of a gofer for a man call Zimmerman, who help build Mercury Asset Management in the 1980s. The taste of the moving parts of the City gave me my first real joy of City life – and I loved it. 1986 – joined Lazard Brothers (via the back door) as a Trust Accountant, valuing and doing the daily book-keeping for investment trusts/unit trusts. Had my chance to move to the front office in 1988 as an assistant fund manager on the bond the international desks. Met my first real mentor John Innes, helping to manage and win major international global accounts – flying around the world in my mid 20’s. Realised the real way to learn the skills needed to manage money was via mentors – very good ones. My real passion is to manage money invested directly in stocks and shares – where I saw the excitement and thrills – and having the belief I could make serious money. Passed my analyst and other professional exams then had the chance to join a real modern day investment legend - Richard Smith – becoming his no.2 on the Lazard UK Small Companies desk. Over the following 5 years gained the opportunity to build the investment style foundation stones – I still follow today. The importance of skilled mentors – is the real key to success of any young professional – especially in the investment world. True 30 years ago – true today. 1997 – left Lazard to join the sell side (stockbroking), Chaterhouse- specialising in small and mid-cap UK companies. An amazing experience, helping to take a mid- ranking firm to No1. 2001 – sold my soul to Merill Lynch. 2005 – returned to the buy-side with Cazenove to help run the UK focused hedge funds – mixing my stock picking skills to their business cycle style. Ended up with about £1.5billion of funds to manage and becoming one of the most successful performing UK hedge funds in the UK in that period, especially the GFC. 2010 – left Cazenove to join Trium – a private family wealth office – manging our own money – no clients – simply an absolute returned focused approach. Long – short. And both short and long term objectives and managing my own pa. money alongside.