PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2019/06/04/proposed-sale-of-eservglobal-esg-core-business/   Interview with John Conoley, eServGlobal, Executive Chariman eServGlobal announced it’s signed a conditional sale and purchase agreement to sell its core, eServGlobal operating business to Seamless Distribution Systems AB. John Conoley tells us more. Can you tell us more about the announcement? – 00:21 Why now and more about the core business? – 01:29 How much are they paying for the legacy business? – 02:28 What are they buying? – 03:58 Can you update us on HomeSend? – 04:47 What can we expect short term & medium term? – 05:43 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/2019/06/03/mirada-mira-presentation-at-mello-may-2019/   By Jose Luis Vazquez, Founder & CEO Mirada plc is engaged in the provision and support of products and services in the digital television and broadcast markets. The Company operates through the segments, including Digital TV & Broadcast and Mobile. The Company offers software for digital television platforms. Its products include Iris Client, xPlayer and Navi. Its Iris Client multi-screen solution merges traditional broadcast and over-the-top (OTT) services. Its xPlayer manages and deploys synchronized interactive content to a range of television platforms. Its xPlayer manages red and green button interactivity on behalf of a channel across satellite, digital terrestrial and cable. Its Navi is an interactive navigational solution for scalable vector graphic (SVG) browsers, built on Ericsson multi-screen middleware. Its Navi includes video on demand (VoD) and Pay-per-view (PPV) services, personal video recorder (PVR), content promotion and mini guide for linear television. Its services include development and consultancy. Introduction – 00:18 Company overview – 01:06 Our market – 02:30 Our products: Iris Inspire – 04:29 OTT Platform – 06:01 LOGICIQ – 06:57 Mirada Kids – 07:48 Video of the products – 08:19 Our clients – 09:10 Recent history – 12:28 The business model – 16:12 Our sales activities – 19:07 The pipeline of opportunities – 22:48 Financial growth – 24:27 Summary – 27:58

This video can be seen at: https://www.piworld.co.uk/2019/06/03/tern-tern-presentation-at-mello-london-may-2019/   By Albert E Sisto, CEO and Sarah Payne FD Tern Plc invests in, develops and sells private software companies with technology, based in the United Kingdom. The principal activity of the Company is investing in unquoted and quoted companies to achieve capital growth. The Company focuses on businesses in the cloud, Internet of Things (IOT) and mobile sectors. The Company focuses on building companies with technologies and services within the IOT market. Introduction – 00:17 2018 overview – 00:50 Our journey – 04:11 IoT spending in manufacturing, by type – 05:54 Significant IoMT Market Growth Predicted – 06:40 M&A activity gaining momentum – 08:35 Tern’s vision – 09:29 Our investment thesis – 11:33 Solving specific problems – 14:23 Current portfolio – 19:37 Value development approach – 19:45 How we help our companies grow – 23:14 Case study: Device Authority – 24:30 Case Study: FundamentalVR – Stage 2 – 28:06 Tern financials – 32:25 Next steps: UK & US Co-Investor Network – 35:09 Q&A – 36:00

This video can be seen at: https://www.piworld.co.uk/2019/06/03/panoply-holdings-tpx-presentation-at-mello-may-2019/     Presentation by Neal Gandhi, CEO & Co-Founder, with Oliver Rigby, CFO & Co-Founder and Jim Bowes, CIO Introduction – 00:18 Overview – 00:52 The team – 02:15 What we do – 04:56 Financial Summary – 09:55 Growth strategy – 10:58 Key differentiators – 14:45 Summary – 19:45 Q&A – 22:08 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/2019/05/31/charles-stanley-cay-full-year-results-2019/   Charles Stanley CEO Paul Abberley and CFO Ben Money-Coutts talk about the Groups’ full year results to 31st March 2019. Paul Abberley, CEO Introduction – 00:22 Ben Money-Coutts, CFO  Financial highlights – 00:48 Profit margin – 04:07 Paul Abberley, CEO Improving the business – 07:10 Charles Stanley Group PLC is an investment company. The Company provides investment management services, financial planning and pension administration. The Company’s segments are Investment Management Services, Asset Management, Financial Planning, Charles Stanley Direct and Support functions. The Investment Management Services division provides personal investment services to individuals, companies, trusts and charities and includes platform dealing, custody and self-invested personal pension (SIPP) and individual savings account (ISA) administration services. The Asset Management division provides specialist asset management services, through its range of pooled funds, active and passive model portfolios, inheritance tax (IHT) services and investment research to the Investment Management Services division and clients. The Financial Planning division provides financial planning and advice. Charles Stanley Direct provides direct-to-client online dealing and fund broking services.

This video can be seen at: https://www.piworld.co.uk/2019/05/29/stobart-group-stob-full-year-results-may-2019/   Warwick Brady, CEO talks about Stobart Group’s full year results to 28th of February 2019. Highlights: 00:20 Stobart Aviation: 00:49 Stobart Energy: 01:22 Stobart Rail & Civils: 02:06 Summary & outlook: 02:32 Stobart Group Limited is engaged in infrastructure and support service businesses operating in the biomass energy, aviation and railway maintenance sectors, as well as has investments in a national property and logistics portfolio. Its segments are Energy, Aviation, Rail, Infrastructure and Investments. The Stobart Energy segment specializes in supply of sustainable biomass for the generation of renewable energy. The Stobart Aviation segment specializes in operation of commercial airports and includes a joint venture investment in an airline. The Stobart Rail segment specializes in delivering internal and external civil engineering development projects including rail network operations. The Stobart Infrastructure segment specializes in management, development and realization of a portfolio of property assets, and investments in energy plants. The Stobart Investments segment holds non-controlling interests in a transport and distribution business and an aircraft leasing business.

This video can be seen at: https://www.piworld.co.uk/2019/05/21/entertainment-one-eto-fy19-results-presentation/     Full year results presentation for the 12 months ending 31st May 2019 by CEO Darren Throop & CFO Joe Sparacio Darren Throop CEO Highlights – 00:17 Family & Brands – 04:19 Film, Television & Music – 11:45 Joe Sparacio CFO  Financial review 19:46 Darren Throop CEO Summary & outlook – 34:24 Q&A – 35:57 Presentation slides can be downloaded here. Entertainment One Ltd is a Canada-based independent entertainment company. It develops, produces, markets and distributes content. The Company’s segments include Film, Television, Music, Family and Brands, and Innovation. The Film segment in collaboration with partners develops, acquires, produces and finances film content. The Television segment through partnerships and global distribution network produces and distributes television content. The Music segment built musical brands, as the Company is part of the network eOne Management Group. The Family and Brands segment is involved in the creation of family content and develops, launches and roll out content-related products. The Innovation segment provides digital content, such as virtual reality (VR) and the platform to discover it.

This video can be seen at: https://www.piworld.co.uk/2019/05/14/interview-with-peter-kenyon-ceo-ramsdens/   by James Lynch, Fund Manager, Downing Strategic Micro-Cap Investment Trust Ramsdens Holdings PLC (Ramsdens) is a financial services provider and retailer. The Company operates through four segments: Foreign Currency Exchange, Pawnbroking, Purchases of precious metals and Jewellery Retail. The Foreign Currency Exchange segment consists of primarily, the sale and purchase of foreign currency notes with prepaid travel cards and international bank to bank payments. The Pawnbroking segment is a form of asset backed lending where an item of value is given to the pawnbroker in exchange for a cash loan. Through its precious metals buying and selling service, Ramsdens offers to buy unwanted jewelry, gold and other precious metals from customers for cash. The Company is engaged in refurbishing items bought from customers and retailing them through its store network. The Company also provides ancillary services, including franchise fees, western union, sale and buy back of electronics, and credit broking. It has a portfolio of over 130 stores. Introduction – 00:23 Peter Kenyon’s background – 00:53  Operating areas of the business – 02:45  Diversification – 04:12  Growth strategy – 05:25  Retail rents & footfall? – 06:45  Ramsdens locations? – 09:35  What’s the strategy to expand the estate? – 11:20  What are the growth opportunities? – 12:35  New stores’ journey to profitability – 16:18  Cash generation – 17:07  Dividends and capital allocation – 18:02  Summary of the investment case – 19:27  The longer term outlook – 20:04  

This Video can be seen at: https://www.piworld.co.uk/2019/05/10/proactis-phd-h1-2019-results-presentation/   CEO, Tim Sykes talks us through interim results for the period ending 31st January 2019 PROACTIS Holdings PLC is a United Kingdom-based company, which is a Spend control and e-Procurement solution provider. The Company is engaged in the development and sale of business software, installation and related services. It offers a range of solutions, such as PROACTIS Source-to-Contract, PROACTIS Purchase-to-Pay and PROACTIS Supplier Network solutions. It offers managed services, such as procurement-related managed services, such as Sourcing and Content Management; Finance-related managed services, such as Invoice Data Capture and Accelerated Payment Facility, and information technology (IT)-related managed services, such as Application Hosting & Management. Its Solutions for Finance and Procurement include cloud, hosted or on-premise software applications. PROACTIS Spend Analysis offers company-wide data on users’ laptop, tablet or mobile. Its PROACTIS Invoice Data Capture turns paper, fax and Portable Document Format (PDF) invoices into system-ready electronic records. Strategic, commercial & operational highlights – 00:33 Financial highlights – 05:42 Challenges faced – 06:55 Net debt and cash flow – 16:06 Operational review – 27:16 Group strategy & focus – 35:42 Build: Supplier side – 38:08 Summary and outlook – 41:15 Q&A – 42:23

This video can be seen at: https://www.piworld.co.uk/2019/05/08/attraqt-atqt-early-birds-acquisition/   Attraqt Group plc (AIM: ATQT), the provider of SaaS solutions that power online shopping experiences, has announced the conditional acquisition of Early Birds SAS for consideration of €15.89 million and a conditional placing to raise £17.1 million at 27.0 pence per share. Attraqt CEO Luke McKeever talks about the acquisition of Early Birds, and how it represents a transformational step for the Group. About Attraqt – 00:19 Early Birds acquisition – 01:32 AI & Machine Learning – 04:32 Outlook – 05:18 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.