PIWORLD Investor Podcasts

this video can be seen at: https://www.piworld.co.uk/2019/09/17/kape-technologies-kape-h1-results-september-2019/   CEO Ido Erlichman and CFO Moran Laufer present the Group’s interim results for the six months ended 30th June 2019. Introduction – 00:18 Investments highlights – 00:28 Kape in numbers – 01:13 H1 Highlights – 01:42 Market drivers – 03:30 Growth opportunity – 03:48 Core products – 04:49 Consumer focused UI - 05:54 Growing subscription base – 06:31 Financial performance – 07:509 Cash flow – 08:16 ROI growth – 09:18 De-risked revenue model – 09:46 Cohorts – 11:22 KPI’s – 11:54 Zen Mate & Intego integration – 12:59 Growth strategy – 14:01 Summary – 14:48 Kape Technologies PLC, formerly Crossrider plc, is a United Kingdom-based online distribution and digital product company. The Company operates through three segments: App Distribution, Media, and Web Apps and License. Through the App Distribution segment, the Company offers Reimage, a computer repair software; DriverAgent, a driver repair software; CyberGhost, a virtual private network solution, and associated services. The Company’s Media division provides media and advertising technology services that include media buying, ad agency services, and ad serving technologies. It offers Ajillion, a mobile ad server and exchange; Definiti Media, an advertisement network, and crossmob, a mobile marketing application. Through the Web Apps and License division, the Company licenses web apps monetization platform and associated technologies.

This video can be seen at: https://www.piworld.co.uk/2019/09/16/trinity-exploration-production-trin-h1-results-presentation-at-sharesoc/   Jeremy Bridglalsingh, Managing Director & CFO talks through the latest results (half year ending 30th June 2019), released 10th September 2019. Why Trinidad? – 00:18 Who is Trinity? And management shareholdings – 02:49 Asset Summaries – 04:22 2019 Interim results & post period highlights – 05:56 Increasing margins & financial resilience – 11:10 Margin drivers – 12:01 Organic growth path: Reserves & Production – 14:59 Onshore: optimising base production – 16:54 Onshore: growing base production: doing it differently – 19:28 FCF generation – 22:26 Offshore: Further development of Galeota Anticline – 27:39 Modus operandi – 30:02 Summary – 30:39 Q&A: 30:56 Trinity Exploration & Production plc is an independent oil and gas company focused solely on Trinidad & Tobago. The Company operates a portfolio of producing and development assets both onshore and offshore, in the shallow waters West and East Coasts of Trinidad. The Company operates through the segment of production, development and exploration and extraction of hydrocarbons. It operates in Trinidad & Tobago with assets onshore and offshore the East and West Coast. The Company holds approximately 100% interest in the exploration license for the Pletmos Inshore block, which covers an area of approximately 11,000 square kilometers. The Trinidad & Tobago is a prolific hydrocarbon basin. Trinidad & Tobago offers a fiscal regime and regulatory environment. The Company’s total average net production is approximately 2,900 barrels of oil per day (bopd). All non-current assets of the Company are located in Trinidad & Tobago.

This video can be seen at: https://www.piworld.co.uk/2019/09/16/open-orphan-orph-at-sharesoc-september-2019/   Presentation by Cathal Friel, Co-Founder ORPH came out of a reverse takeover of Venn Life Sciences earlier this year. Cathal Friel outlines what they’re up to, and their vision. Introduction – 00:18 A pharma services company – 02:02 The founders – 03:14 The orphan drug sector – 06:48 Combining high-margin pharma with digital & data offerings – 10:35 Founders investment – 12:15 Transforming Venn Life Sciences – 13:04 Targetting to add Eu30m in high margin revenues by 2022 – 15:45 Virtual Rep & Access platform – 18:45 Open Orphan’s Geonomic Health Data Platform – 23:03 Summary – 28:15 Q&A – 30:45 Open Orphan plc, formerly Venn Life Sciences Holdings plc, is engaged in the pharma services business. The Company is also engaged in building an orphan drug consulting services platform that helps pharma companies commercialize their products in Europe. The Company consists of four elements: a European clinical research organization and consultancy; an orphan drug services business; a Virtual Rep and Data Access Platform consisting of physicians, and a Health Data Platform. The Company provides fragmented orphan drug services. The Company acquires and consolidates series of orphan drug services companies. It also provides digital data platforms to support companies in research & development and commercialization.

This video can be seen at: https://www.piworld.co.uk/2019/09/11/blue-whale-interview-with-stephen-yiu-chief-investment-officer-cio/   Blue Whale was launched in September 2017, since when it’s achieved an annualised return of 21%. Here, Stephen gives us an insight to how he achieves those return, and what they do differently. An interesting insight to those who manage their own money, or those who are interested specifically in Blue Whale Capital. Introduction – 00:18 How do you know Peter Hargreaves – 00:34 Why did you launch Blue Whale in 2017? – 01:00 What does Blue Whale offer vs other funds? – 02:07 What are you investing caveats? – 05:28 Modelling – 06:55 Timing the market – 10:23 How much movement in the top 10 holdings? – 13:17 Are there any holdings that didn’t go so well? – 16:05 Have you had any holdings you’ve lost money on? – 19:07 What time period do you use to judge performance? – 21:45 How long do you spend on research? – 23:54 How quickly can you respond to results? – 29:30 Why do you predominantly invest in the US? – 32:12 Which other markets would you look at? – 36:55 Why large caps? – 37:54 What should we expect the average stock turnover pa? – 40:16 How much is the AMC? – 42:33 What are your ambitions for Blue Whale? – 43:03 Blue Whale investment objective: The investment objective of the fund is to achieve capital growth over the long-term by investing in equities on a global basis, with a current focus on developed markets. The portfolio will be concentrated, generally comprising between 25 to 35 stocks. In our view investments must fall into the below criteria in order to qualify for selection within the portfolio: 1. The business must be fundamentally attractive, this means • it has the ability to grow and improve profitability over the long term • it must not face structural or imminent cyclical issues 2. The business must have an attractive price; • the business must have a current valuation that is attractive relative to its future growth and profitability • we expect the business to receive favourable revisions of medium-term consensus growth and profitability expectations These criteria enable the Investment Manager to select investments from a broad range of geographies and sectors with no particular sector or style bias. The Investment Manager will conduct detailed bottom-up fundamental research on each potential investment and in most cases produce their own financial model and forecasts of future performance. Blue Whale fact shee: https://bluewhale.co.uk/factsheet/  

This video can be seen at: https://www.piworld.co.uk/2019/09/10/trinity-exploration-production-trin-h1-2019-results-interview/   With Jeremy Bridglalsingh Managing Director & CFO interviewed by Tamzin Freeman, piworld. Jeremy runs through the highlights of H1 19, TRIN's focus, and what investors can expect for the rest of the year. What are the key developments in H1? – 00:27 With strong revenue & profitability where does that leave the balance sheet? - 01:52 Where will growth come from? - 02:37 Sustainable and significant cash flow generation - 03:44 Where does that sit alongside SPT? - 04:36 What is it that TRIN does differently, in the region? - 06:12a Production volumes - 7:53 Offshore production – 08:22 Summary and outlook - 10:50 Trinity Exploration & Production plc is an independent oil and gas company focused solely on Trinidad & Tobago. The Company operates a portfolio of producing and development assets both onshore and offshore, in the shallow waters West and East Coasts of Trinidad. The Company operates through the segment of production, development and exploration and extraction of hydrocarbons. It operates in Trinidad & Tobago with assets onshore and offshore the East and West Coast. The Company holds approximately 100% interest in the exploration license for the Pletmos Inshore block, which covers an area of approximately 11,000 square kilometers. The Trinidad & Tobago is a prolific hydrocarbon basin. Trinidad & Tobago offers a fiscal regime and regulatory environment. The Company's total average net production is approximately 2,900 barrels of oil per day (bopd). All non-current assets of the Company are located in Trinidad & Tobago.

This video can be seen at: https://www.piworld.co.uk/2019/08/30/wameja-wja-h1-2019-overview-by-john-conoley-executive-chairman/   We catch up with John Conoley, Executive Chairman on the interims and outlook, at Wameja (WJM), fomerly eServGlobal (ESG) Can you tell us how the structure of the business has changed, as Wameja? - 00:22 What is unique about Wameja? – 01:54 The KPIs - 02:38 Latest liquidity request - 04:47 Transaction volumes - 05:46 Overview of H1 19 results - 06:24 The relationship with Mastercard – 08:40 M&A in cross board payments - 09:11 Summary - 09:55   Website: www.wameja.com Twitter: @wameja_jv LinkedIn: www.linkedin.com/company/wameja   Wameja Limited, formerly eServGlobal Limited, is a provider of mobile financial technology, offering mobile money solutions. The Company covers a spectrum of mobile financial services, including mobile wallet, mobile commerce, analytics, advanced recharge, promotions and agent management. The Company is engaged in the provision of telecommunications software solutions to mobile and financial service providers on a global basis. The Company's solutions include Mobile Money, Remittance and Recharge. The Company's PayMobile platform is an end-to-end solution for mobile money and mobile financial services. PayMobile is a recharge solution, which includes a featured prepaid account recharge solution. The Company's Remittance solution allows sending money. The PayMobile interfaces with the HomeSend global payments hub. The HomeSend is a solution, which enables cross-border transfer between mobile money accounts, payment cards, bank accounts or cash outlets.  

This video can be seen at: https://www.piworld.co.uk/2019/08/30/lord-lee-a-taste-of-stock-market-investment-part-2/   A piworld interview. Lord Lee, the veteran of stock market investing, continues to impart his wisdom. In this interview, he reflects on stock market cycles, and shares some of the companies he’s buying into after his windfall from Tarsus. What have you learned from stock market cycles throughout your investing history? – 00:35  Your cash position? – 04:18  Portfolio positioning with the economic cycle – 07:38  What mistakes have you learnt the most from? – 08:45  What are the catalysts to sell? – 11:12  Do you think meeting management is positive or negative? – 15:34  Who would you nominate top CEO? – 19:57  Funds v shares? – 22:22  What’s Lord Lee adding to? – 23:20  Photo-Me – 26:05  Where do you source your stock ideas? – 27:24  What might lead young people to start investing? – 30:04  Where you can buy Lord Lee’s book, and who it’s for – 32:12 Lord Lee has just published an introduction to investing for his grandchildren: Yummi Yoghurt: A First Taste of Stock Market Investment! Find it here on Amazon: https://www.amazon.co.uk/gp/product/178623520X?pf_rd_p=330fbd82-d4fe-42e5-9c16-d4b886747c64&pf_rd_r=9B7NC8T8FXP7Z1HZRN6Y  

This video can be seen at: https://www.piworld.co.uk/2019/08/29/empresaria-group-emr-h1-2019-results-presentation/   By Rhona Driggs, CEO & Tim Anderson, CFO Operations – Rhona Driggs, CEO Introduction – 00:18  Diversified business model – 01:44  Overview of the half year – 03:18  What are we doing differently? – 06:20  Strategy & delivery – 11:00  Sectors & brands – 11:35  Investing in the business – 13:10 Financials – Tim Anderson, CFO  Income statement – 16:35  Earnings – 20:04  Adjusted net Debt – 21:23  Sectors – 22:44  Cash flow – 37:11 Rhona Driggs, CEO Summary – 38:32   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 organised 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/2019/08/23/lord-lee-a-taste-of-stock-market-investment-part-one/   Lord Lee, who is a veteran of stock market investing, has just written Yummi Yoghurt – A Taste of Stock Market Investment! Predominantly a primer to engage potential teenage investors, but universally relevant to all newbie investors. Here, Lord Lee discusses his book and imparts some of his investing wisdom, relevant to new and seasoned investors, alike. What inspired the book? – 01:57 What qualities do you think a person needs to invest? – 05:20 What return should investors expect? – 07:00 Risk - 09:05 How much do you think you need to start investing? – 12:34 Can investors start investing with just reading Yummi Yoghurt? – 15:42 When you investigate a share, how long to do you spend researching? - 17:38 How long should investor’s spend to manage their portfolio? – 18:49 Is it a prerequisite to read the RNS's at 7am? - 20:45 What criteria are you looking for in companies in which you invest? – 21:33 Has Brexit affected companies that you hold? - 22:47 Profit warnings & stop losses – 27:06 Large cap or small cap? - 34:31  

This video can be seen at: https://www.piworld.co.uk/2019/08/16/the-perspective-of-a-teenage-investor-a-piworld-interview/   If you’re trying to get your teenage relative(s) into investing, watch this. Ryan began investing at 11 years old, having made money from car boot sales, and other entrepreneurial activities. He opened his account with £1,000. Over the last 6 years, has achieved an average annual return of around 100%! Here, he outlines how he became interested in investing, how he taught himself, and how he goes about achieving those exceptional returns. Hopefully it will inspire more young people to take an interest in investing. What attracted you to investing? - 04:26 How did you have the money to invest? – 06:30 How did you teach yourself investing? - 09:07 The first position – 11:28 Opening accounts – 12:25 Resources and oil and gas shares – 13:29 What are your criteria for stock selection? – 14:22 Footasylum – 20:45 What returns are you looking to achieve? – 23:37 How long will you hold a position? - 24:43 Have you had a wipe out year, when you made nothing? - 25:40 How would you encourage more young people to invest? - 26:32 What do you want to do with your career? - 28:57 What is QuantiumResearch.co.uk? – 30:46 Ryan refers to his research website, here: https://www.quantiumresearch.co.uk He can be found on Twitter: @Ryankia2 or @quantiumcast