PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2019/04/24/sirius-real-estate-sre-investor-presentation-at-sharesoc-10th-april-2019/   Presentation by Andrew Coombs CEO. Sirius Real Estate Limited (Sirius) is a real estate holding company. The Company is engaged in the investment in and operation and development of commercial property to provide smart and flexible workspace in Germany. The Company has a portfolio of approximately 60 business parks across Germany. The Company invests in mixed-use commercial real estate assets in Germany, which are sub-divided into offices, storage, production and workspaces, and has over 1.4 million square meters of the total lettable space. The Company’s properties include Sirius Business Park Wuppertal, Sirius Business Park Schenefeld, Sirius Business Park Rostock, Sirius Business Park Mainz, Sirius Business Park Pfungstadt, Sirius Business Park Offenbach, Sirius Business Park Neuss, Sirius Business Park Nuremberg, Sirius Business Park Hamburg, Sirius Business Park Berlin, Sirius Business Park Kassel and Sirius Business Park Markgroningen. Introduction – 00:19 Net operating income development – 02:22 Assets – 03:31 Why invest in Sirius? – 04:13 Returns achieved – 07:23 Sirius/AXA joint venture – 13:28 Asset management – 15:05 The operating platform – 17:37 Returns profile – 19:10 Portfolio at a glance – 20:17 Value-add portfolio split – 22:12 Earnings & NAV potential – 25:15 Vacant space analysis – 25:42 Original Capex programme – 27:16 Acquisition Capex programme – 27:59 Summary – 28:34 Q&A – 29:42

This video can be seen at: https://www.piworld.co.uk/2019/04/18/aquis-aqx-investor-presentation-april-2019/   By Alasdair Haynes, CEO & Jonathan Clelland, CFO & COO 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. Introduction – 00:18 What is Aquis? – 00:54 Aquis: price movement of trades – 11:00 Competitive edge – 14:11 Market share and listing – 20:03 Transparency: Why does AQX benefit from MiFIDII? – 23:42 The subscription model: 27:37 The scope of the market share, and other asset classes? – 28:32 Capacity? – 31:18 Future potential – 32:44 Pricing – 35:19 Liquidity provided by AQX – 37:46 AQX the disrupter – 40:03 Who are AQX’s customers? – 45:37 Brexit – 46:33 Regulatory capital – 47:28 The customer journey – 49:04 A summary of the investment case – 50:58 Aquis Exchange at a glance – 52:23

This video can be seen at: https://www.piworld.co.uk/2019/04/17/navigating-the-markets-with-stephen-english-part-2-of-2/   Stephen English BA(Hons), CFA Chartered FCSI Blankstone Sington: Investment Director – Head of AIM stocks Another fascinating 30 mins with Stephen, where he discusses the structure of AIM and liquidity. Interestingly, he suggest that the next financial event will be due to lack of liquidity. Pleasingly he’s an enthusiast of retail investors managing their own money. He gives us some strategies for current markets. And, he discusses his criteria for stock selection, and gives some great examples. The structure of AIM – 00:37 Is there enough liquidity in AIM for institutional funds? – 06:40  What’s your view on holding cash? – 11:33 When do you sell? – 14:15 What’s the most important criteria for any stock you’ll buy – 27:06 How often do you change your strategy? – 28:27 What outlook do you see for the the stock market for the rest of this year? – 31:05 About Stephen English: 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/2019/04/12/taptica-tap-investor-presentation-april-2019/   Ofer Druker outlines the Taptica business, and where the RhythmOne acquisition fits in. Introduction – 00:19 TAP in numbers – 00:50  TAP strong growth record – 01:50 RhythmOne (RTHM): period to acquisition – 03:35 Taptica International Today – 04:20 Benefits of TAP’s acquisition of RTHM – 05:32 New group structure – 06:19 TAP’s video clients – 08:23 Global digital video market – 08:58 The divisions – 10:20 Integration plan – 13:11 Investment summary – 14:06 Taptica International Ltd 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/2019/04/10/arena-group-plc-are-fy-results-to-31st-december-2018/   CEO Greg Lawless and CFO Piers Wilson, present an overview of the Group’s full year results. Arena Events Group plc is a United Kingdom-based international turnkey event design and delivery company. The Company provides managed solutions from concept and design through to the construction and delivery of temporary structures, seating and interiors for a host of sporting, outdoor and leisure events around the world. Its contracts range in size and complexity from a simple equipment rental for a local outdoor event, to an integrated solution of multiple structures and interiors for an international sporting event. It provides a wide range of services from temporary demountable seating and project management, to the installation of ice rinks as well as the provision of high end catering equipment and event furniture. The Company has operations in the United Kingdom and Europe, Middle East and Asia and the Americas. Introduction – 00:19 Financial highlights – 00:50 UK operation – 02:11 Organic growth – 03:40 Acquisitions – 05:48 Contract wins – 06:30 Outlook – 07:13

This video can be seen at: https://www.piworld.co.uk/2019/04/09/the-property-franchise-group-tpfg-fy18-results-overview-by-ian-wilson-ceo/   The Property Franchise Group plc, formerly MartinCo PLC (MartinCo), is engaged in residential property franchise business. The Company operates as a franchise model focused on the United Kingdom residential lettings and property management services offered to private clients. It also offers estate agency services. Its brands include Martin & Co, Xperience, Ellis & Co, CJ Hole, Parkers and Whitegates. Martin & Co is a national brand with approximately 200 offices distributed across the United Kingdom. Martin & Co is a specialist lettings and property management business. Xperience brand includes is the property franchise business. Ellis & Co has over 20 offices within the M25 and one office in Tonbridge, Kent. CJ Hole is engaged in selling property within the estate agency market in the South West with over 20 offices throughout Bristol, Somerset and Gloucestershire. Its subsidiaries include Martin & Co (UK) Limited, Xperience Franchising Limited and Whitegates Estate Agency Limited. Highlights – 00:22 The Market – 01:25 Growth – 02:25 EweMove – 03:46 Outlook – 04:28

This video can be seen at: https://www.piworld.co.uk/2019/04/09/keywords-studios-kws-fy18-results-presentation/   by Andrew Day, CEO & David Broderick, CFO given on 8.4.19 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/2019/04/04/navigating-the-markets-with-stephen-english-part-1-of-2/   Stephen English BA(Hons), CFA Chartered FCSI Blankstone Sington: Investment Director – Head of AIM stocks Stephen gives great insight on the macro economic environment investors face today, and where he sees the opportunities. He talks about some criteria for his stock selection, illustrated with examples. He discusses catalysts for selling. He speaks of the changes to the market structure. He spots the themes illustrating where public markets are, in some instances, priced cheaper than private markets, which can mean PE buying listed companies too cheaply. And much, much more. A fantastic 40 mins … and there’s another 40 mins to go in a second interview to follow. What are your views on the macro picture for investors? – 00:20 What’s your strategy to take advantage of this macro picture? – 04:29 Growth stocks: what PE are you prepared to pay? – 09:12 Weighting of growth stocks? – 12:28 Which part of your portfolio are you uncomfortable with? – 16:09 What’s your timing on holdings? – 20:21 Which sectors are ripe for Private Equity now? – 25:24 Where do you think we are at in the tech cycle? – 27:23 Where are the opportunities in tech? – 33:33 About Stephen English: 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/

----more----This video can be seen at: https://www.piworld.co.uk/2019/03/29/quixant-qxt-2018-full-year-results-presentation/   Jon Jayal (CEO), Guy Millward (CFO) and Gary Mullins (Group Strategic Sales Director), present the Group’s full years results to 31st December 2018. Quixant Plc is a United Kingdom-based company engaged in development and supply of computer systems. The Company’s range of gaming platforms includes personal computer (PC) compatible systems designed and catered to the gaming industry. The hardware integrates the features to drive pay to play machines in various gaming jurisdictions. Its software support Windows and Linux, including device drivers, gaming protocols, example code and even SAS support. The Quixant gaming platform range represents all-in-one logic box solutions for pay to play gaming machines. The Company’s products include QMax-1: the ultimate 4K gaming platform; QX-50: high performance 4K ultra HD gaming platform; QX-40: high performance multi-screen gaming platform; QXi-4000: high performance four-screen gaming platform; QXi-307: compact high performance gaming platform; QXi-106 : COMMA 6a gaming platform; Ultra High Definition Monitors; Curved Screen Monitors, and Button Deck/Cut Glass Monitor. Jon Jayal, CEO Introduction – 00:18 About Quixant – 00:36 Investment case – 03:19 Period highlights – 04:07 Guy Millward, CFO Profit and loss – 07:08 Cash Flow – 17:03 Gaming division segmental analysis – 21:16 Jon Jayal, CEO Gaming platforms – 23:39 Gary Mullins, Group Strategic Sales Director Sports betting – 25:14 Quixant gaming ecosystem – 25:55 Jon Jayal, CEO Button decks – 27:52 Densitron & broadcast – 29:09 Strengthening the business – 34:31 Market drivers – 36:18 Outlook – 41:54 Q&A – 42:50

This video can be seen at: https://www.piworld.co.uk/2019/03/29/somero-enterprises-som-2018-full-year-results-presentation/ Jack Cooney (CEO), Howard Hohmann (EVP Sales) and John Yuncza (CFO) present Somero’s final results to 31st December 2018. Somero Enterprises, Inc. is a manufacturer of laser-guided equipment. The Company’s equipment automates the process of spreading and leveling volumes of concrete for commercial flooring and other horizontal surfaces, such as paved parking lots in North America. The Company’s products include S-22E, S-15R, S-15M, STS-11M, S-840, S-485, CopperHead XD 3.0, Mini Screed C, PowerRake 3.0, 3-D Profiler and SiteShape. Its Somero Floor Levelness System monitors Laser Screed performance, operator performance and reports alert percentages of issues. The Somero SiteShape System allows for grade shaping automatically using users’ motor grader, dozer or other grading machine. The Somero 3-D Profiler System allows automatic paving of contoured sites using a Somero Laser Screed equipment. The CopperHead XD machine encounters applications, such as chaired rebar, low slump and poor subgrades. The Somero eXtreme Platform (SXP) allows users use their Laser Screed equipment. Jack Cooney, CEO  Introduction – 00:18 History of Somero – 00:32 The Somero Customer – 04:28 Customer care – 07:10 2018 review – 08:50 Howard Hohmann, EVP of Sales Global reach – 09:47 Sales by territory – 10:04 Sales by product – 14:26 John Yuncza, CFO Financial Highlights – 16:05 Operating results – 17:39 Financial position – 19:26 Cash flow – 20:12 Dividends – 21:50 Jack Cooney, CEO  Current trading & outlook – 24:13 Q&A – 26:56