PIWORLD Investor Podcasts

    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.

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.