PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2019/11/06/whireland-whi-h1-results-november-2019/   CEO Phillip Wale presents an overview of the Group's half year results to 3oth September 2019. Overview - 00:19 Financial highlights - 00:50 Wealth Management - 01:39 Corporate and institutional broking - 02:12 Board appointments - 02:55 Proposed placing - 03:27 Summary & outlook - 04:00 WH Ireland Group plc is a holding company. The Company's principal activities are the provision of wealth management and corporate finance advice, research, products and services to the private clients, and small and medium sized companies. It operates through two segments, which include Private Wealth Management and Corporate Broking. The Private Wealth Management segment offers investment management advice and services to individuals and contains its wealth planning business, giving advice on and acting as intermediary for a range of financial products. The Corporate Broking segment provides corporate finance and corporate broking advice and services to the companies, and acts as nominated advisor to clients listed on the Alternative Investment Market (AIM). The Corporate Broking segment contains its institutional sales and research business, which carries out stockbroking activities on behalf of companies, as well as conducting research into markets of interest to its clients.

This video can be seen at: https://www.piworld.co.uk/2019/11/05/castleton-technology-ctp-h1-results-november-2019/?preview_id=3987&preview_nonce=833dea0798&post_format=video&_thumbnail_id=3990&preview=true   CEO Dean Dickinson and CFO Haywood Chapman, talk about the Group’s interim results for the period ending 30th September 2019 Introduction – 00:22 Recent challenges & solutions– 00:37 Financial highlights – 05:49 Operational progress – 07:14 Client wins – 10:26 Cross-selling – 11:42 Growth Strategy – 12:46 Summary & outlook – 13:10 Castleton Technology plc, formerly Redstone PLC, is an investment holding company. The Company is engaged in providing software and managed services to the public and not-for-profit sectors, mainly the social housing sector. Its segments include Managed Services, which consists of Castleton Managed Services Limited and Keylogic Limited, and Software Solutions, which consists of the results of Castleton Software Solutions Limited, Kypera Limited and Kypera Pty. It offers KYPERA FINANCIALS, a finance solution, which uses a single ledger format; EDRM, which is an electronic document and records management system that allows organization to manage its documents and supporting information; P2P, which manages repairs and non-repairs processes and integrates finance and repairs system; AGILE, OPUS SERVICE CHARGES and MANAGED SERVICES. Its subsidiaries include Castleton Technology Intermediate Holding Company Limited, Castleton Group Holdings Limited and Castleton Information Group Limited.

This video can be seen at: https://www.piworld.co.uk/2019/10/29/stephen-english-keynote-presentation-at-mello-london-may-19-swiss-army-knife-investing/   Stephen shares his investing wisdom, in his engaging and entertaining style. Highly recommended. Retail Life Cycle – 01:14 Domino’s Pizza – 02:40 Shoe Zone - 06:19 Buy and build strategy - 12:02 Restore - 20:37 Earnings accretive can value destruct – 25:58 Gartners hype cycle - 27:27 Vertu Motors: forward PE de-rating - 30:23 Rumsfeldian investing – unknowns can be profitable - 31:48 KPI’s – 34:56 For the traders: charts - 35:37 Formula for success - 37:05 About Stephen English BA(Hons), CFA Chartered FCSI Investment Director – Head of AIM stocks, Blankstone Sington Stephen joined Blankston Sington in 2002 and works as an analyst generating research and investment recommendations across large and mid-cap companies as well as collective investment funds. Stephen is also responsible for selecting stocks in the Inheritance Tax Portfolio, comprised of AIM listed companies, which has been successfully managed since its inception in 2010. Stephen is a Chartered Fellow of the Chartered Institute for Securities & Investment (FSCI) and also holds the Chartered Financial Analyst® designation (CFA®). The CFA® designation is globally recognised and attests to a holder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. https://www.blankstonesington.co.uk/  

This video can be seen at: https://www.piworld.co.uk/2019/10/25/instem-ins-presentation-at-piworld-progressive-equity-research-event-september-2019/   Phil Reason, CEO, gives a comprehensive overview of the investment case for Instem. Introduction by Gareth Evans, Progressive Equity Research – 00:18 Phil Reason, CEO Introduction – 01:05 What is Instem? – 03:02 Market leader – 06:22 Market drivers – 08:38 INS from discovery to post marketing – 13:13 Study management – 16:42 Regulatory solutions – 19:43 SEND Outsourced Services Growth – 23:04 Informatics – 26:10 Financial highlights H1 19 – 29:50 Summary – 30:20 Q&A – 31:27 Instem plc is a supplier of information technology (IT) applications to the early development healthcare market delivering solutions for data collection, management and analysis across the research and development continuum. The Company is engaged in Global Life Sciences operations. Its lead product suite, Provantis, is an application in the Early Development Safety Assessment (EDSA) market. The Provantis solution incorporates a suite of modules required for managing and recording EDSA studies, from receipt of the compound through to the automated assembly of statistical analyses and final reports. Its software allows scientific staff to collect, analyze and share data across the organization and externally. It also offers ALPHADAS, an early phase clinical software solution. The Company offers Centrus suite, which provides pre-built applications, as well as the ability to utilize a range of business intelligence and analysis tools.

This video can be seen at: https://www.piworld.co.uk/2019/10/25/ecsc-group-ecsc-presentation-at-sharesoc-october-2019/   by Ian Mann, CEO and Founder Introduction - 00:18 What ECSC do - 01:41 The market - 08:09 New cyber security vulnerabilities - 09:37 Major GDPR fines - 10:56 Jan-June 19 financial performance -15:10 Organic revenue growth - 18:11 KPIs - 19:00 Outlook - 20:08 Summary - 21:10 Q&A - 21:50 ECSC Group plc is a United Kingdom-based information and cyber security service provider. The Company offers a range of cyber security solutions and services to the sectors, including education, retail, legal, financial and local authorities. It offers services to e-commerce start-ups and global organizations. Its PROTECT division delivers the ECSC PCI DSS certified Security Operations Centre, which supports around the clock services for clients wishing to outsource their cyber security device management. The ECSC SOC supports a range of ECSC LABS security appliances, along with its ECSC SELECT vendor products. Its consultancy services, part of the ECSC ASSURE division, offer advice on compliance to industry standards. It offers a range of testing services, both technical and non-technical, to uncover its clients' vulnerabilities and suggest an appropriate plan to resolve them. As part of its testing service line from ECSC ASSURE, it also certifies to Cyber Essentials requirements.

This video can be seen at: https://www.piworld.co.uk/2019/10/21/everyman-media-group-eman-h1-results-presentation-september-2019/   An overview of Everyman H1 results by Crispin Lilly, CEO & Elizabeth Lake, CFO, presenting in the Everyman cinema at Kings Cross. Crispin Lilly, CEO Introduction - 00:18 Overview - 01:36 The evolution of Everyman - 03:04 What makes EMAN unique - 05:28 Food and drink - 06:31 Film content - 07:42 Motivated team - 09:13 Highlights of the period - 10:11 KPIs – 18:08 Elizabeth Lake, CFO Introduction - 19:37 P&L - 20:17 EBITDA bridge - 24:20 Balance sheet - 25:33 Cashflow statement - 27:13 Crispin Lilly, CEO Estate profile – 29:04 New markets - 33:20 UK cinema market - 34:43 Streaming - 36:28 Conclusion - 38:23 Q&A - 38:58 Everyman Media Group plc is a United Kingdom-based holding company. The Company is an independent cinema group in terms of cinema venues, screens and admissions. The Company's segments include film and entertainment, food and beverages, and other. The Company and its subsidiaries are engaged in the ownership and management of cinemas in the United Kingdom. It has a portfolio of over 20 venues and approximately 40 screens operating under the Everyman brand. It shows a range of current and classic films alongside event cinema productions. The Company has its venues in the following locations, such as at the Mailbox in Birmingham; Hampstead, Baker Street, Barnet, Belsize Park, Canary Wharf, Islington, Maida Vale and Muswell Hill in London; Hampshire in Winchester; Surrey in Walton-On-Thames, Surrey in Reigate and others. The Company's subsidiaries include Everyman Media Holdings Limited and Everyman Media Limited, both of which are engaged in the cinema management and ownership.

This video can be seen at: https://www.piworld.co.uk/2019/10/17/pantheon-international-presentation-at-mello-trusts-funds-may-2019/   By Helen Steers, Partner and Andrew Lebus, Partner A fascinating overview of the private equity markets by Helen, followed by Andrew who talks specifically about Pantheon International, and what it offers investors. Helen Steers, Partner Introduction – 00:18 Private Equity market – 02:10 Opportunity set in Private Markets - 09:00 Types of private equity - 10:13 Typical private equity structure - 12:11 Lifecycle of a PE fund - 13:07 How PE creates value - 15:27 Andrew Lebus, Partner Accessing Private Equity - 20:07 What PIP offers - 24:29 Approach for portfolio construction - 26:28 PIP : A cash generative portfolio - 28:16 PIP: Access to international growth companies - 29:32 Summary - 30:43 The Company's primary investment objective is to maximise capital growth by investing in a diversified portfolio of private equity funds and directly in private companies.

This video can be seen at: https://www.piworld.co.uk/2019/10/15/eagle-eye-eye-fy19-results-september-2019/   A comprehensive overview of the year operationally & financially by Tim Mason, CEO & Lucy Sharman-Mundy, CFO Tim Mason, CEO Eagle Eye - 00:44 Executive summary – 02:04 eCommerce tools to bricks & mortar retailers - 02:40 EYE KPI’s - 04:41 EYE investment case summary - 05:36 Lucy Sharman-Mundy, CFO Revenue split by business model - 07:28 Price per transaction - 08:47 Illustrative contract lifecycle - 10:16 Tim Mason, CEO Strategic update - 11:37 Delivering on customer strategy - 12:44 Loblaw’s 14:26 Innovation - 15:48 New geographies - 17:30 Operations - 20:38 Looking ahead - 23:54 Lucy Sharman-Mundy, CFO Financial results FY19 - 26:38 Tim Mason, CEO Outlook - 33:05 Q&A – 34:20 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/2019/10/09/dx-group-dx-fy19-webcast-october-2019/   By Ron Series, Executive Chairman, Lloyd Dunn, CEO & David Mulligan, CFO A comprehensive outline of DX Group by the management, who joined from 2017, summarising what they’ve achieved over this time. Ron Series, Executive Chairman Who are DX.? - 00:32 Executive Team - 01:37 Divisional Structure - 02:35 Summary FY19 – 03:55 Lloyd Dunn, CEO DX Freight - 04:38 DX Express – 07:52 David Mulligan, CFO Financial overview FY19 - 12:20 Ron Series, Executive Chairman Summary – 16:02 DX (Group) plc is engaged in the provision of parcels, mail and logistics services in the United Kingdom and Ireland. The Company's segments include parcels and freight, mail and packets, and logistics. The parcels and freight segment offers services, such as DX 1-Man, engaged in the delivery of irregular dimension and weight items; DX Courier, which provides next day parcel services, and DX 2-Man, which offers a business to consumer home delivery solution for heavier and bulkier items. The mail and packets segment comprises services DX Exchange, a business to business (B2B) mail service providing its customers with collection and delivery times; DX Secure, which provides security, and DX Mail, a mail service offering downstream access for smaller volume users. The logistics segment includes the provision of customer-liveried vehicles and uniformed personnel, such as fleet management solutions and integration with customer's business operations.

This video can be seen at: https://www.piworld.co.uk/2019/10/08/air-partner-air-h1-results-october-2019/   piworld’s Tamzin Freeman talks to CEO Mark Briffa about the Group’s half year results for the period ended 31st July 2019.   Introduction – 00:22 Financial highlights – 00:53 Operational highlights – 02:12 Market backdrop – 03:07 Pipeline – 04:37 NGS partnership – 05:22 Outlook – 06:07 Air Partner plc is a United Kingdom-based aviation services company. The Company provides worldwide solutions to industry, commerce, governments and private individuals. The Company has two divisions: Charter division comprising air charter broking and remarketing and the Consulting & Training division comprising the aviation safety consultancies, Baines Simmons, Clockwork Research and SafeSkys, as well as Air Partner’s Emergency Planning Division. In addition for reporting purpose, the Company is structured into four divisions: Commercial Jets, Private Jets, Freight (Charter) and Consulting & Training (Baines Simmons, Clockwork Research, SafeSkys and Air Partner’s Emergency Planning Division).