PIWORLD Investor Podcasts

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).

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.