PIWORLD Investor Podcasts

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  

This video can be seen at: https://www.piworld.co.uk/2019/08/07/ultra-electronics-ule-interim-results-august-2019-analyst-presentation/   By Simon Pryce, CEO & Amitabh Sharma, Group FD. Simon Pryce, CEO Results overview – 00:18 Changing strategy – 03:26 Fix: Progress – 06:50 Grow: Tech strength delivering on new programmes – 09:59 Ami Sharma, Group FD Financial highlights – 13:29 Revenue & profit bridges – 15:21 Divisional performances – 16:50 Average working capital turn – 20:14 Long term contract receivables – 21:01 Investment update – 22;13 2019 technical guidance – 23:18 Simon Pryce, CEO Summary & H2 – 24:53 Q&A – 28:40 c. 50 minutes Ultra Electronics Holdings plc provides solutions and products in the defence and aerospace, security and cyber, transport and energy markets, by applying electronic and software technologies. The Company operates in three segments: Aerospace & Infrastructure, Communications & Security, and Maritime & Land. Its market facing segments are Aerospace, Infrastructure, Nuclear, Communications, C2ISR, Maritime, Land and Underwater Warfare. The Aerospace & Infrastructure division produces high-integrity, safety critical electronic control systems for aircraft applications, including position sensing and control; airframe and engine ice protection and detection; electronic architectures; weapon control, and noise cancellation systems. The Communications & Security division provides mission critical, information dominance solutions. The Maritime & Land division provides sensors, combat management systems, power solutions for surface, sub-surface and unmanned platforms.

This video can be seen at: https://www.piworld.co.uk/2019/07/31/whireland-whi-full-year-results-july-2019/   WHIreland CEO Phillip Wale presents the Group’s full year results to 31st May 2019. Introduction – 00:21 Restoring profitability – 02:16 A robust business – 02:57 The new management team – 03:25 Wealth management – 04:35 Corporate & institutional broking – 05:05 Summary & outlook – 05:33 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/2019/07/30/nwf-group-nwf-full-year-results-july-2019/   NWF CEO Richard Whiting and Group FD Chris Belsham, present the Group’s full year results to 31st May 2019. Richard Whiting, CEO Introduction – 00:18 Results summary – 00:28 Fuels highlights – 01:22 Food highlights – 02:19 Feeds highlights – 02:50 Chris Belsham, Group FD Financial highlights – 03:43 Income statement – 03:48 Balance Sheet – 05:16 Pension – 05:40 Net debt – 06:09 Richard Whiting, CEO Development strategy – 06:55 Fuels strategy – 07:41 Summary & outlook – 09:51 NWF Group plc is engaged in the manufacture and sale of animal feeds, the sale and distribution of fuel oils, and the warehousing and distribution of ambient groceries. The Company operates through three segments: Feeds, Food and Fuels. The Feeds segment is engaged in the manufacture and sale of animal feeds and other agricultural products. The Food segment is engaged in warehousing and distribution of clients’ ambient grocery and other products to supermarket and other retail distribution centers. The Fuels segment is engaged in the sale and distribution of domestic heating, industrial and road fuels. The Company’s subsidiary, Boughey Distribution Limited, is engaged in warehousing and food distribution. Its subsidiaries, NWF Agriculture Limited, S.C. Feeds Limited, New Breed (UK) Limited and Jim Peet (Agriculture) Limited, are engaged in animal feedstuffs and seeds supply. Its subsidiaries, NWF Fuels Limited and Staffordshire Fuels Limited, are engaged in fuel distribution.

This video can be seen at: https://www.piworld.co.uk/2019/07/22/sthree-sthr-h1-results-presentation-22nd-july-2019/   CEO Mark Dorman and CFO Alex Smith present the company’s half year results for the six months ending 31st May 2019. Mark Dorman, CEO Introduction – 00:18 Alex Smith, CFO Performance – 01:04 Mark Dorman, CEO Strategy & business overview – 12:42 Q&A – 22:57 SThree plc is an international staffing company, which provides specialist recruitment services in the science, technology, engineering and mathematics (STEM) industries. The Company provides permanent and contract staff to sectors, including information and communication technology (ICT), banking and finance, life sciences, engineering and energy. The Company’s segments include the United Kingdom & Ireland (UK&I), Continental Europe, the USA, and Asia Pacific & Middle East (APAC & ME). The Company’s recruitment brands include Computer Futures, Progressive Recruitment, Huxley and Real Staffing. The Company’s other brands include Global Enterprise Partners, Hyden, JP Gray, Madison Black, Newington International and Orgtel. The Company delivers contract, permanent, projects, retained and executive search recruitment solutions. Its support and mobility services offer contracting, relocation and relevant visa support. It provides resources to support its brands with contractor services.

This video can be seen at: https://www.piworld.co.uk/2019/07/19/rosenblatt-group-rbgp-presentation-at-mello-may-2019/   By Nicky Foulston, CEO Introduction & Nicky’s background – 00:18 Summary – 04:34 Growth strategy – 07:41 Financial highlights – 10:34 Legal services market – 14:36 Peer group metrics – 15:53 Remuneration – 17:10 Litigation funding – 22:03 Dividends & M&A – 28:16 Outlook – 28:45 Q&A – 29:33 Rosenblatt Group PLC is a United Kingdom-based company that provides a range of legal services to the businesses. The Company’s services include banking and finance, construction and projects, corporate, dispute resolution, employment services, financial services, insolvent person (IP)/ technology/media, real estate, regulatory and funds, and tax services. It offers advisory services on the tax implications of company acquisitions and sales, restructurings and reorganizations, joint ventures and capital-raising activities. It offers dispute resolution services, such as fraud, professional negligence, defamation, corporate insolvency/shareholder disputes, intellectual estate, media and banking (including claims related to mis-selling and interest rate swaps). It serves banks, brokers, institutional investors, sovereign and private equity funds, payment service providers, e-money institutions and e-commerce companies.