PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2019/11/21/charles-stanley-cay-interim-results-to-30-09-19/   Paul Abberley, CEO, and Ben Money-Coutts, CFO, give an overview financially and operationally on the first half, inspiring confidence for the full year. Paul Abberley, CEO Results overview - 00:24 Ben Money-Coutts, CFO Financial highlights - 00:57 Transformation programme: financial – 04:01 Paul Abberley, CEO Transformation programme: sales – 06:19 Transformation programme: Operational efficiency – 07:11 Outlook – 08:36 Charles Stanley Group PLC is an investment company. The Company provides investment management services, financial planning and pension administration. The Company's segments are Investment Management Services, Asset Management, Financial Planning, Charles Stanley Direct and Support functions. The Investment Management Services division provides personal investment services to individuals, companies, trusts and charities and includes platform dealing, custody and self-invested personal pension (SIPP) and individual savings account (ISA) administration services. The Asset Management division provides specialist asset management services, through its range of pooled funds, active and passive model portfolios, inheritance tax (IHT) services and investment research to the Investment Management Services division and clients. The Financial Planning division provides financial planning and advice. Charles Stanley Direct provides direct-to-client online dealing and fund broking services.

This video can be seen at: https://www.piworld.co.uk/2019/11/19/getbusy-getb-presentation-at-mello-london-november-2019/   By Paul Haworth, CFO. Paul describes the background of GetBusy, their products, their markets, and their vision for growth. What does GETB do? – 00:35 Origins to the present – 00:54 Major shareholders – 01:58 GETB products – 02:23 The problems GETB solve – 03:17 GETB document management products – 06:10 GETB markets – 08:11 GETB growth drivers – 09:05 Customers – 10:26 Pricing – 12:02 Competitors – 14:17 The strategy – 16:12 GetBusy new product – 19:32 Financials – 23:10 Upcoming events – 27:07 Summary & priorities – 27:59 Q&A – 29:05 GetBusy plc is a United Kingdom-based company. The company is engaged in document management software business. The Company’s product offering includes Virtual Cabinet and SmartVault. The Virtual cabinet is document management software focused on the medium size to enterprise size content management (ECM) markets. It is used by accounting firms in the United Kingdom. SmartVault product is document management software targeting the professional small and medium enterprise (SME) market. The Company has operations across the United Kingdom, United States, Australia and New Zealand.

This video can be seen at: https://www.piworld.co.uk/2019/11/18/polar-capital-global-financials-trust-pcft-at-mello-november-2019/   By Nick Brind, Fund Manager Introduction – 00:18 The financial sector 10 yr performance - 01:38 Bank balance sheets - 02:10 Banks appetite for risk reduced - 03:32 Few signs of balance sheet stress – 05:19 Banks have significantly more liquidity - 06:17 FinTech - 07:37 Monzo & Revolut v One Savings Bank & Close Brothers v peer to peer - 08:30 Peak regulations for banks? - 14:00 How are the banks reacting to challengers? - 16:03 Capital return - 18:20 US Consumer leverage has fallen - 19:27 Have macro concerns outweighed fundamentals - 21:07 Bank have significantly de-rated - 22:40 Polar Capital Global Financials Trust - 25:43 PCFT performance v UK banks and competitor funds - 26:43 Top holdings & Geographic exposure - 27:25 Q&A - 28:18 Polar Capital Global Financials Trust plc is an investment trust company. The Company's investment objective is to generate for investors a growing dividend income together with capital appreciation. The Company seeks to achieve its objective by investing in a global portfolio consisting of listed or quoted securities issued by companies in the financial sector operating in the banking, insurance, property and other sub-sectors. The portfolio is diversified by geography, industry sub-sector and stock market capitalisation. It may invest through equities, index-linked and other debt securities, cash deposits, money market instruments, foreign currency exchange transactions, forward transactions, index options and other instruments, including derivatives. It offers investors a range of funds diversified by asset class, geographical and sectorial specialisation. The Company's investment manager and advisor is Polar Capital LLP.

This video can be seen at: https://www.piworld.co.uk/2019/11/18/belvoir-group-blv-presentation-at-mello-november-2019/   By Dorian Gonsalves, CEO Introduction & overview – 00:18 The Belvoir business – 04:07 Belvoir’s markets - 11:37 Belvoir’s future - 17:36 The investment case - 24:58 Q&A - 26:30 Belvoir Group PLC, formerly Belvoir Lettings PLC is a United Kingdom-based company engaged in selling, supporting and training residential lettings franchises. The Company operates a nationwide property franchise group with four brands that offer a range of services in property rental, property management, residential lettings, buy to let and property sales. Its property franchise group manages approximately 58,000 properties in Grantham, Lincolnshire.

This video can be seen at: https://www.piworld.co.uk/2019/11/07/zoo-digital-group-zoo-h1-19-investor-presentation/   By Stuart Green, CEO & Phil Blundell, CFO Stuart Green, CEO ZOO at a glance – 00:18 Phil Blundell, CFO Financial highlights - 02:36 Stuart Green, CEO Operational highlights - 04:32 OTT video market - 09:57 Growth – Four Strategic Pillars - 14:10 Innovate - 14:59 Scale – 17:30 Collaboration – 18:50 Partner – 20:51 Phil Blundell, CFO Statement of income - 21:50 Consolidated financial position - 24:36 Segmental analysis - 25:40 Stuart Green, CEO Outlook – 27:55 Investment summary - 29:58 Q&A – 32:00 ZOO Digital Group plc is a holding company. The Company's principal activities include provision of a range of services to allow television and movie content to be subtitled in any language and prepared for sale with online retailers, and research and development of productivity software in those areas. The Company operates through two segments: Software solutions, which includes development, consultancy and software sales, and Media production, which includes localization and design. The Company offers services, including subtitling, captioning, dubbing and digital distribution. The Company offers services through its cloud computing platforms, including ZOOsubs, which offers subtitling and captioning services; ZOOcore, which is a workflow management platform; ZOOstudio, which is a self-service distribution platform for ordering, tracking and delivering digital content packages, and ZOOdubs, which is a dubbing process management platform.

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.