PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2019/10/03/aquis-exchange-aqx-h1-19-presentation/   By Alasdair Haynes, CEO & Jonathan Clelland, CFO Overview on H1 19 both operationally and financially, and more detail on the proposed acquisition of the NEX Exchange. Introduction – 00:18 Aquis Exchange at a glance – 01:16 H1 19 overview - 08:35 KPIs - 10:30 Liquidity - 13:45 Aquis Exchange growth - 16:23 Financial performance H1 19 - 18:19 Progress at the Exchange division – 23:17 Progress on technologies division and market data - 28:27 Proposed acquisition of NEX Exchange - 33:57 Q&A - 41:26 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/2019/10/02/finncap-group-fcap-presentation-at-progressive-equity-research-event-september-2019/   With an introduction by Gareth Evans, Progressive Equity Research. Sam Smith, CEO, outlines the business model for finnCap, the rationale behind the recent IPO and what's happened since. Tom Hayward, CFO runs through the financials, and combining with Cavendish. Sam Smith, CEO Overview of finnCap - 00:33 Market opportunity - 02:02 Financial highlights - 03:31 The ambition - 03:57 Tom Hayward, CFO Financials - 5:48 KPIs - 10:04 Rationale for combining with Cavendish - 10:55 Sam Smith, CEO What the combined group has achieved to date - 13:57 finnCap business strategy - 15:17 Q&A - 17:16 finnCap Group Plc is a United Kingdom-based investment adviser and broker. The Company focuses on providing the financial services to public or private sectors. Its principal activities are equity capital market focused and delivered through teams specializing in corporate finance and broking, equity sales, agency trading and market making and research.

This video can be seen at: https://www.piworld.co.uk/2019/09/30/sumo-group-sumo-h1-results-presentation-september-2019/ Founder & CEO Carl Cavers and CFO David Wilton present the Group’s interim results for the six months ended 30th June 2019.   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. Together, the Company delivers visual and development solutions, which include initial concepts and pre-production, production and development, and post-release support.

This video can be seen at: https://www.piworld.co.uk/2019/09/27/the-panoply-tpx-capital-markets-day-september-2019/   With Neal Gandhi, Oliver Rigby A helpful overview of TPX which IPO’d December 2018. The overview by Neal and Ollie gives the purpose and vision for the company. The presentation by FutureGov, Human + & Greenshoot Labs, gives a sense of their acquisitions and the people behind them. Introduction – 00:18 Financial highlights FY19 – 04:36 Sticky customers – 06:25 The team – 07:14 The history – 11:39 What clients want – 13:39 Companies in the group – 15:10 The sectors – 18:47 The services – 20:04 How TPX work – 21:52 The purpose – 22:50 Clients – 27:45 Key differentiators – 29:16 Growth strategy – 31:55 The M&A pipeline – 32:50 Group investments – 34:15 Financial summary – 36:28 Summary & outlook – 37:58 Q&A – 40:30 FutureGov, Dominic Campbell, CEO – 47:36 Human+, David Biden, CEO – 1:08:09 Greenshoot Labs, Ronald Ashri – Founder 01:20:45 Closing remarks, Neal Gandhi – 1:46:06 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/2019/09/27/judges-scientific-jdg-h1-2019-analyst-presentation-september-19/   With David Cicurel, CEO & Brad Ormsby, CFO A very comprehensive overview of Judges Scientific, what they do and their KPIs. What’s happened in the period. Their strategy going forward. David Cicurel, CEO Introduction – 00:18 About Judges - 01:05 The Judges Group - 03:09 Judges customers - 03:50 Key messages - 04:45 Brad Ormsby, CFO Financial highlights - 06:40 Performance - 08:30 Order intake - 10:42 Revenue split - 12:49 H1 19 Profit bridge - 13:40 Balance sheet and cash flow - 14:50 ROTIC - 17:05 Diversification - 18:20 Financial history - 18:50 David Cicurel, CEO Growth drivers - 19:58 Acquisition criteria - 25:29 Post acquisition - 29:55 Outlook - 32:28 Investment case - 33:14 Q&A with David Cicurel, CEO, Brad Ormsby, CFO & Mark Lavelle, COO - 35:45 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/2019/09/26/xl-media-xlm-h1-2019-webcast-september-2019/   By Ory Weihs Ory runs through the key highlights of the period, and growth initiatives going forward. Introduction – 00:18 The business - 00:38 Key highlights - 01:24 Current trading - 02:15 Gambling Regulatory Summary - 03:00 Financial highlights - 06:40 Revenue diversification - 07:27 Income statement - 08:58 Cash Flow Statement - 09:24 Balance Sheet - 10:18 Growth strategy: personal finance; US gambling - 11:07 Growth initiatives - 13:00 Summary and Outlook - 13:45 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/2019/09/25/tremor-international-trmr-h1-19-results-webcast/   By CEO Ofer Druker, who runs through H1 2019 results, gives an operational update and guides on the outlook. Introduction – 00:18 Our business – 00:45 Our vision – 01:51 A unique proposition – 02:21 Clients and Partners – 03:33 Significant opportunity in video – 04:15 Traditional TV budgets shifting to Digital video – 05:05 Company structure – 06:29 Global presence – 07:11 H1 2019 highlights – 07:34 Integration – 08:59 Revenue split by division – 11:12 Growth engines – 11:46 Outlook – 12:27 Tremor International PLC 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: https://www.piworld.co.uk/2019/09/19/beeks-fiancial-cloud-bks-fy-results-2019-presentation/   By Gordon McArthur, CEO & Fraser McDonald, CFO A very comprehensive update on FY19, and how BKS are positioned for the coming year. Introduction – 00:18 Delivering on the growth strategy – 00:48 Private Cloud & Hybrid Cloud Management – 04:05 BKS global network – 06:12 Financials – 08:02 Income statement – 10:59 Capacity – 11:20 Balance Sheet – 11:48 Cashflow – 13:25 Capturing the Tier 1 market – 14:20 Strategic priorities – 23:06 Summary and Outlook – 28:03 Q&A – 30:29 Beeks Financial Cloud Group PLC is a United Kingdom-based provider of custom computer programming company. The Company is focused on providing niche cloud computing and connectivity services for automated trading in futures and forex financial products. The Company’s platform designed for latency sensitive automated trading environments and provides on demand low latency computing resources to its clients through its direct connectivity. The Company offers server infrastructure and connectivity to its clients which enables same day trading of forex and futures on financial exchanges and trading venues. The Company’s products include dedicated server, VPS, and Co-Location.

This video can be seen at: https://www.piworld.co.uk/2019/09/19/keywords-studios-kws-h1-2019-results-presentation/   CEO Andrew Day & CFO David Broderick present the Groups interim results for the 6 months ended 30th June 2019.     Keywords Studios Plc supplies localization and localization testing services. The Company's segments include Localization Services, which relate to translation and cultural adaptation of in-game text and audio scripts across multiple game platforms and genres; Localization Testing, which involves in testing the linguistic correctness and cultural acceptability of computer games; Audio/Voiceover Services, which relate to the audio production process for computer games and includes script translation, actor selection and talent management through pre-production, recording and post-production; Functional Testing, which relates to quality assurance services provided to game producers to ensure games functions as required; Art Creation Services, which relate to the production of graphical art assets for inclusion in the video game, and Customer Support, which relates to the live operations support services, such as community management, player support and associated services.

This video can be seen at: https://www.piworld.co.uk/2019/09/18/attraqt-atqt-h1-results-september-2019/   Attraqt CEO Luke McKeever talks about the Group’s half year results for the period ending 30th June 2019. H1 overview - 00:21 Early Birds - 01:57 Growth Strategy - 04:02 Market conditions - 07:13 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.