PIWORLD Investor Podcasts

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.  

This video can be seen at: https://www.piworld.co.uk/2020/08/05/the-panoply-tpx-fy20-results-july-2020/   FY 2020 results presentation (for the year ended 31.3.20), by Neal Gandhi, CEO & Co-founder and Oliver Rigby, CFO & Co-Founder Neal Gandhi, CEO & Co-Founder Introduction – 00:18 What TPX do - 00:55 Oliver Rigby, CFO & Co-Founder Financial results - 06:51 Neal Gandhi, CEO & Co-Founder Summary of the period - 12:08 Commercial vision – 13:22 Oliver Rigby, CFO & Co-Founder Current trading - 15:51 Neal Gandhi, CEO & Co-Founder TPX strategy – 17:37 Competitive landscape - 19:36 TPX Full Service Brands – 22:06 Case Study: FutureGov – 24:05 Case Study: Green Shoot Labs – 26:00 Summary & Outlook – 27:13 Q&A – 28:24   About The Panoply: Panoply Holdings PLC is a United Kingdom-based technology services company. The Company operates through its subsidiaries, including Bene Agere Norden AS (Bene Agere), Manifesto Digital Limited (Manifesto Digital), Not Binary Limited (Not Binary) and Questers Global Group Limited (Questers). It operates through Experience, anything as a service (XaaS), Intelligence, Transformation and Automation segments. Bene Agere is a strategy and management consultancy business. Manifesto Digital is a digital experience agency. Not Binary is an information technology (IT) consultancy. Questers provides onshore and nearshore agile software development services. Not Binary is focused on software development and automation.

This video can be seen at: https://www.piworld.co.uk/2020/08/05/nwf-group-nwf-full-year-results-2020-presentation-august-2020/   By Richard Whiting, Chief Executive & Chris Belsham, Group Finance Director present Full Year results (for the year ended 31.05.20).   About NWF Group: NWF Group plc is engaged in the manufacture and sale of animal feeds, the sale and distribution of fuel oils, and the warehousing and distribution of ambient groceries. The Company operates through three segments: Feeds, Food and Fuels. The Feeds segment is engaged in the manufacture and sale of animal feeds and other agricultural products. The Food segment is engaged in warehousing and distribution of clients’ ambient grocery and other products to supermarket and other retail distribution centers. The Fuels segment is engaged in the sale and distribution of domestic heating, industrial and road fuels. The Company’s subsidiary, Boughey Distribution Limited, is engaged in warehousing and food distribution. Its subsidiaries, NWF Agriculture Limited, S.C. Feeds Limited, New Breed (UK) Limited and Jim Peet (Agriculture) Limited, are engaged in animal feedstuffs and seeds supply. Its subsidiaries, NWF Fuels Limited and Staffordshire Fuels Limited, are engaged in fuel distribution.

This video can be seen at: http://www.piworld.co.uk/2020/08/03/ig-design-group-…lts-presentation/   Paul Fineman, CEO & Giles Willits, CFO, present FY20 results, followed by Q&A. Paul Fineman, CEO Highlights – 00:19 Covid-19 - 03:56 Giles Willits, CFO Financial overview - 10:19 Paul Fineman, CEO Strategy - 24:45 CSS Integration - 31:12 Q1 update & 2021 outlook - 36:03 Summary - 41:21 Q&A – 44:20 About IG Design Group: 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.  

This video can be seen at: https://www.piworld.co.uk/2020/07/30/ultra-ule-interim-results-2020/   Presentation given to analysts by Simon Pryce, CEO & Jos Sclater, CFO on 30th July 2020. Simon Pryce, CEO H1 overview - 55:03 Covid 19 - 03:53 Increased technology/capability investment - 06:26 Important new contract wins - 08:52 Transformation programme - 11:37 Jos Sclater, CFO Financial review - 15:32 Simon Pryce, CEO Outlook – 31:38 Q&A – 37:54 About Ultra Ultra Electronics Holdings plc provides solutions and products in the defense and aerospace, security and cyber, transport and energy markets, by applying electronic and software technologies. The Company operates in three segments: Aerospace & Infrastructure, Communications & Security, and Maritime & Land. Its market facing segments are Aerospace, Infrastructure, Nuclear, Communications, C2ISR, Maritime, Land and Underwater Warfare. The Aerospace & Infrastructure division produces high-integrity, safety critical electronic control systems for aircraft applications, including position sensing and control; airframe and engine ice protection and detection; electronic architectures; weapon control, and noise cancellation systems. The Communications & Security division provides mission critical, information dominance solutions. The Maritime & Land division provides sensors, combat management systems, power solutions for surface, sub-surface and unmanned platforms.

This video can be seen at: http://www.piworld.co.uk/2020/07/28/ig-design-group-…ear-2020-results/   Paul Fineman, CEO & Giles Willits, CFO discuss Full Year 2020 results, (period ending 31.3.20), with piworld’s Tamzin Freeman. Paul Fineman Overview – 0:36 CV19 - 02:10 Giles Willits Financials – 04:00 Paul Fineman Performance drivers - 05:15 CSS integration - 06:45 Outlook - 07:40 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