PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2020/10/02/1spatial-spa-interim-results-presentation-september-2020/   1Spatial (SPA) interim results presentation by Claire Milverton, CEO & Andy Fabian, CFO, given to analysts 30.09.20. Claire Milverton, CEO What we do - 00:31 H1 21 Financial overview - 04:07 Covid-19 & current trading - 06:33 Andy Fabian, CFO Financial results - 08:53 Claire Milverton, CEO Growth strategy - 17:20 Case studies of customer wins - 24:04 Summary & outlook - 28:04 Q&A - 28:50 1Spatial plc is a holding company. The Company's principal activity is the development and sale of information technology software along with related consultancy and support. It operates through three segments: Geospatial, Cloud Services and Central costs. The Geospatial segment includes the core 1Spatial Group, including France and Belgium, and Laser Scan Inc. The Cloud Services segment is represented by Enables IT and its two smaller businesses: Avisen and Storage Fusion Limited, and its associate, Sitemap Limited. Its geospatial technology enables organizations to manage, validate, integrate and interpret spatial data from different sources. Its products and services include 1Integrate for ArcGIS, 1Spatial Cloud, 1Spatial Management Suite, Elyx Suite, FME, Geocortex, G-Cloud Services, consultancy, support and training. Its clients include national mapping and cadastral agencies, utility and telecommunications companies, and government departments, including census bureaus.

This video can be seen at: https://www.piworld.co.uk/2020/10/01/sumo-group-sumo-h1-20-results-presentation-including-details-of-the-pipeworks-acquisition/   Carl Cavers, CEO & David Wilton, CFO present Sumo H1 20 results, and give more details of the Pipeworks acquisition, in this presentation to analysts given 30th September 2020.   Sumo Group plc is a United Kingdom-based company that provides development services to the video games and entertainment industries. The Company's operating businesses include Sumo Digital Ltd. (Sumo Digital) and Atomhawk Design Ltd (Atomhawk). Sumo Digital is a developer of AAA-rated video games, providing both turnkey and co-development solutions to blue-chip client base. Atomhawk is a visual design company that provides services to the games, film and visual effects industries.  

This video can be seen at: https://www.piworld.co.uk/2020/10/01/attraqt-atqt-2020-interim-results-overview/   Mark Adams, CEO discusses the Group's interim results for the period ending 30th June 2020, and the acquisition of Aleph, with piworld. Introduction - 00:22 Why did Mark accept the position of CEO and initial observations - 00:30 Results overview - 02:09 What's been happening in the market? - 04:36 Acquisition of Aleph - 05:38 Outlook - 07:38 ATTRAQT Group PLC (ATTRAQT) provides visual merchandising, site search and product recommendation technology. The principal activity of the Company is the development and provision of e-commerce site search, merchandising and product recommendation technology. The Company's Freestyle Merchandising platform provides a range of merchandising disciplines within a single platform. The Company's platform acts as a plugin for a retailer's e-commerce site and provides tools to enable retailers to merchandise. The Company's Freestyle Merchandising enables retailers to control how the products are merchandised through the e-commerce sites, including site search and navigation, product recommendations, category pages, product detail pages, check-out basket, e-mail, order tracking and in-store devices. Over 100 retailers use the ATTRAQT Platform, including various multi-national retailers. The Company's subsidiaries include ATTRAQT Limited and ATTRAQT Inc.    

This video can be seen at:  http://www.piworld.co.uk/2020/09/28/fireangel-safety…results-overview/     piworld catch up with John Conoley, Executive Chairman, FireAngel Safety Technology, to hear more about the interim results, where they're at in their evolution, and how they see the outlook going forward. Who are FireAngel? – 00:30 Overview of H1 - 01:29 Operational performance - 04:02 Where’s FireAngel at in its evolution? - 07:07 The outlook for investors - 12:11 Fireangel Safety Technology Group plc, formerly Sprue Aegis plc, is engaged in the business of design, sale and marketing of smoke and carbon monoxide (CO) detectors and accessories. The Company also operates its own CO sensor manufacturing facility in Canada. The Company is also a provider of home safety products. The Company's principal products include smoke alarms and CO alarms and accessories. Sprue manufactures CO sensors for use in all its CO alarms. Sprue serves in the United Kingdom retail and the United Kingdom's fire and rescue services. The Company offers a range of brands, including FireAngel, AngelEye, Pace Sensors, First Alert, SONA, BRK and Dicon brands. The Company's subsidiaries include Sprue Safety Products Limited, which is engaged in distribution of smoke and CO alarms, and Pace Sensors Limited, which is a manufacturer of CO sensors

This video can be seen at:  http://www.piworld.co.uk/2020/09/29/xlmedia-xlm-h1-2…-ian-balchin-cfo/   XLM's Stuart Simms, CEO, & Iain Balchin, CFO, give a brief presentation of H1 20 results, the strategy going forward, and the outlook. Stuart Simms, CEO Introduction to XLM - 00:48 Operating overview - 1:46 Recovery of the Casino business - 03:29 Current plans for the branded sites - 05:25 Iain Balchin, CFO Financial overview - 08:00 Stuart Simms, CEO Strategic objectives - 10:57 Growth opportunities - 13:34 Summary - 15:25 XLMedia PLC is the United Kingdom-based online performance marketing company. The Company focuses on paying users from multiple online and mobile channels and directs them to online businesses who, in turn, convert such traffic into paying customers. The Company's segments include Publishing, Media and Partners Network. The Company owns over 2,000 informational Websites in approximately 20 languages. Its Media division acquires online and mobile advertising targeted at online traffic with the objective of directing it to its customers. It buys advertising space on search engines, Websites, mobile and social networks and places advertisement referring users to its customers Websites or to its own Websites. It manages marketing partners, whose role is to direct online traffic to its customers. Its partner program enables affiliates to have a single point of contact for directing traffic.

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.