PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2019/01/19/the-financial-pr-with-reg-hoare-managing-director-mhp-communications/ piworld’s Tamzin Freeman interviews Reg Hoare about the role of the Financial PR. Reg’s background: Reg joined MHP in 2010 and has over 30 years City experience, initially gained with 11 years in investment banking and securities, principally at SG Warburg and Nomura. He switched to financial PR in 1995, and specialises in advising mid market companies, from FTSE 250 to AIM 100 across a number of sectors, and has a long track record of advising in complex situations including IPOs, fund raisings, M&A, crises and restructurings. He also served for 8 years as a Board member of the Investor Relations Society, Europe’s leading body for investor relations practitioners. Reg’s background and how he got into financial PR – 00:39 What is the role of the financial PR? – 02:53 What makes a good RNS? – 05:49 Why companies don’t put the consensus forecasts on their website? – 07:15 What notice do you have of the good news, or bad news, of a trading update? – 08:43 Profit warnings – 09:56 What’s the biggest challenge for the PR? – 13:31 As a PR, how do you feel about the retail investor? – 15:21 How do you gear a comms strategy to include the retail investor? – 17:00 The regulation that the companies have to adhere to? – 18:24 Has MiFIDII affected you, as a financial PR? – 23:14 How has the PR function changed over the period? – 26:13 How has the proliferation of media affected you? – 29:50 As a PR, what are the constraints for you as a private investor? – 32:04 If you weren’t a financial PR, what would you do? – 34:35

This video can be seen at: https://www.piworld.co.uk/2018/12/21/palace-capital-pca-presentation-at-mello-london-november-2018/ By Neil Sinclair, Chief Executive Stephen Silvester, Finance Director Richard Starr, Executive Director Palace Capital plc is a property investment company. The Company invests in commercial real estate in the United Kingdom. The Company's property portfolio includes investment properties located throughout England, predominantly regional investments outside London and consists of a diverse portfolio of commercial buildings. The Company's properties include Hudson House, York; Fraser House, Staines, and Midsummer Boulevard, Milton Keynes. The Company invests in a range of sectors, such as leisure, auto, legal, hotels, retail, health, research and development, and car parking. The Company's subsidiaries include Palace Capital (Leeds) Limited, Palace Capital (Northampton) Limited, Palace Capital (Properties) Limited, Palace Capital (Developments) Limited, Palace Capital (Halifax) Limited and Property Investment Holdings Limited. Introduction - 00:19 Investment case - 00:41 Regional UK commercial property market - 01:09 Track record of outperforming in UK Real Estate - 02:12 HY19 Sept 2018 highlights - 03:20 The financials - 04:24 The UK property market - 08:09 Permitted development impact on regional office stock - 08:59 Urbanisation & connectivity - 09:42 Portfolio overview - 10:29 Outlook - 16:00

This video can be seen at: https://www.piworld.co.uk/2018/12/20/eservglobal-esg-presentation-at-mello-london-november-2018/   eServGlobal (ESG) presentation at Mello London 2018 by John Conoley, Executive Chairman 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. Introduction – 00:17 The two businesses – 01:05 The core business – 02:13 HomeSend – 03:20 Recent fundraise – 07:50 Newflow – 13:45 Typical finTechs – 15:40 Q&A – 20:34

This video can be seen at: https://www.piworld.co.uk/2018/12/19/john-rosier-reflections-on-2018-interview-by-tamzin-freeman/   John Rosier: reflections on 2018 John Rosier, a full time private investor with over 30 years’ investment experience and a regular contributor to the Investors Chronicle magazine. John runs a website, which is a journal of two live portfolios. It reports on the progress, explains the rational behind each investment decision and comments on latest company news, portfolio strategy, topical issues and performance. http://johnsinvestmentchronicle.com John’s background – 00:30 How’s the last year been? – 02:02 What have you learnt from the profit warnings? – 03:30 What are your views on the tricky market? – 09:13 What are your methods to remain balanced with a profit warning? – 14:08 What’s your cash position? – 16:37 The power of dividends – 18:00 What are you looking to buy? – 19:00 Where do you see the market going forward? – 25:00

This video can be seen at: https://www.piworld.co.uk/2018/12/09/zotefoams-ztf-presentation-at-mello-london-november-2018/   Zotefoams (ZTF) investor presentation at Mello London November 2018 By David Stirling, Group CEO Zotefoams plc is a United Kingdom-based cellular material technology company. The Company is engaged in the manufacture and sale of cross-linked block foams. The Company’s segments include Polyolefins, High-Performance Products (HPP) and MuCell Extrusion LLC (MEL). Polyolefins foams are made from olefinic homopolymer and copolymer resin. HPP foams include ZOTEK F foams and T-Tubes insulation, made from polyvinylidene fluoride (PVDF) fluoropolymer. Other products include foams made from polyamide (nylon) and PEBA. MEL licenses microcellular foam technology and sells related machinery. The Company offers a range of categories of products, such as AZOTE, including PLASTAZOTE, EVAZOTE and SUPAZOTE; ZOTEK, including ZOTEK F, ZOTEK N and ZOTEK PEBA, and T-FIT. Its products are used in a range of markets, including sports and leisure, packaging, transport, medical, Industrial, building and medical other construction, and other. Overview of Zotefoams – 00:43 Products overview – 04:44 Clients and end users – 06:34 Current locations – 07:39 H1 2018 Segmental Overview – 08:28 Strategy – 09:38 Demand influenced by global megatrends – 10:43 Major investment history – 13:13 Global investment strategy – 14:24 Unique technology – 15:36 Financial highlights – 19:20 KPIs – 20:46 Revenue & profit momentum – 22:15 The Zotefoams investment case – 24:43 Common questions – 24:55 Q&A – 29:30

This video can be seen at: https://www.piworld.co.uk/2018/12/10/t-clarke-cto-presentation-at-mello-london-november-2018/   T Clarke (CTO) presentation at Mello November 2018 By Mark Lawrence, CEO and Trevor Mitchell, Group FD. TClarke plc is a United Kingdom-based building services company, which delivers electrical, mechanical, and information and communications technology (ICT) services. The Company provides electrical and mechanical contracting and related services to the construction industry and end users. Its geographical segments include London and South East, Central and South West, the North and Scotland. The Company’s businesses include Intelligent Buildings Green Technologies, Facilities Management, Transport, Mission Critical, Manufacturing Services, Residential & Hotels, M&E Contracting and Design & Build. The Company within its M&E contracting business has capabilities in sectors, including commercial offices, retail, education, healthcare, financial services and media. Its Manufacturing Services business includes in-house precision prefabrication and engineering services. Its projects include Beckley Court, Chiswick Park, Kettering Hospital, Project Nova, Mitie Care Home and Rathbone Square. Introductory video to T Clarke – 00:18 Mark Lawrence, Group CEO and Trevor Mitchell, Group FD – 02:15 What we do – 03:06 Target markets and customer relationships – 05:34 Financial highlights – 08:06 Investment case – 11:00 Risk management – 14:05 Market sectors – 19:28 Summary – 27:19 Q&A – 28:33

This video can be seen at: https://www.piworld.co.uk/2018/12/06/smartspace-software-smrt-presentation-at-mello-london-november-2018/   SmartSpace Software Plc By Frank Beechinor, CEO Smartspace Software PLC, formerly RedstoneConnect PLC, is engaged in providing technology and services for smart buildings and commercial spaces through its core businesses, Redstone and Connect IB. The Company, through Redstone, provides a range of services, including design, build and installation; and software solutions. The managed services encompasses the provision of outsourcing services spanning network infrastructure management, smart buildings support services, desktop and data center support services and move, add and change services. Redstone offers OneSpace occupancy management product. The Company, through Connect IB, creates digital solutions. Connect IB develops and deploys applications, including those that address mapping and way finding of Smart Buildings and Smart Spaces, such as car parks or retail shopping centers. It serves customers of all sizes, including corporations, such as property developers, landlords and principal occupiers of commercial property. Video overview – 00:22 SMRT history – 03:16 What SMRT do – 09:49 Clients – 13:34 Recent developments – 15:28 Financial highlights – 15:53 Growth by acquisition – 16:15 SwipedOn – 17:45 Summary – 23:07 Q&A – 26:04

This video can be seen at: https://www.piworld.co.uk/2018/12/06/sigmaroc-src-presentation-at-mello-london-november-2018/   SigmaRoc (SRC) presentation at Mello November 2018 By Max Vermorken, CEO SigmaRoc plc (SigmaRoc), formerly Messaging International plc, is a United Kingdom-based company that pursues a buy-and-build strategy in construction materials in the European market. The Company invests in and operates construction material assets. It seeks to create value by purchasing assets in fragmented construction materials markets and extracting efficiencies through active management and by forming the assets into larger groups. It targets both the up and down stream heavy construction materials sectors, such as operating assets, value added products and services, associated infrastructure and supply chain. Its subsidiaries include Ronez Limited, supplier of building materials and services in the Channel Islands; SigmaPPG, which has locations in London, the Midlands and the east of England, trading through its entities of Topcrete, and Poundfield Products Ltd. Introduction – 00:17 Two business models for heavy construction materials – 01:02 SRC products, services and applications – 05:11 Operational highlights 2018 – 06:06 Financials H1 2018 – 07:26 What’s next? – 09:00 Investment summary – 12:40 Q&A – 13:18

This video can be seen at: https://www.piworld.co.uk/2018/12/14/shield-therapeutics-stx-presentation-at-mello-london-november-2018/   Shield Therapeutics (STX) presentation at Mello London 2018 By Tim Watts, CFO Shield Therapeutics PLC is a specialty pharmaceutical company focused on the development and commercialisation of late-stage, hospital-focused pharmaceuticals. The Company’s product, Feraccru, is an oral treatment for iron deficiency anaemia (IDA) in patients for whom intravenous iron or blood transfusions is needed. It also has a pipeline of over three prescription pharmaceutical assets, including PT20, PT30 and PT40. PT20, which is in Phase II clinical trials, is used as a treatment for hypophosphatemia. PT30, which indicates advanced intravenous (IV) iron formulation, is in pre-clinical stage. Its PT40, which indicates generic IV iron formulation, is in pre-clinical trials. Feraccru, which indicates IDA in chronic kidney disease (CKD) and inflammatory bowel disease (IBD), is in Phase III clinical trials. Its other indications for Feraccru are in Phase II clinical trials. Introduction – 00:17 Iron deficiency and Feraccru – 01:56 Norgine licence headlines – 11:28 USA – 14:00 Financial – 15:15 Management team – 15:47 Anticipated news flow – 17:00 Key messages and investment highlights – 18:12

This video can be seen at: https://www.piworld.co.uk/2018/12/10/minds-machines-group-mmx-presentation-at-mello-london-november-2018/     Minds + Machines (MMX) presentation at Mello London November 2018 By Toby Hall, CEO Minds + Machines Group Limited and its subsidiaries own and operate a portfolio of generic top-level domain assets (gTLDs). The Company operates in the domain name industry and provides end-to-end domain services. Its segments include Registry ownership (Registry), including applicant of top level domain name from Internet Corporation for Assigned Names and Numbers (ICANN) and wholesaler of domain names of those top level domain names; Registry service provider (RSP) and consulting services (segment B), which includes back end service provider for a registry, and Registrar (Registrar), which includes retailer of domain names. Its portfolio is focused around geographic domains, such as .london, .boston, .miami and .bayern; professional occupations, such as .law, .abogado and .dds; consumer interests, including .fashion, .wedding and .vip; lifestyle, including .fit, .surf and .yoga; outdoor activities, such as .fishing, .garden and .horse, and generic names, such as .work and .casa. MMX at a glance – 01:10 MMX portfolio – 04:53 The turnaround – 07:23 Global sales channel – 12:20 Growing registration & recurring revenue – 13:20 Ongoing strategy – 16:33 Organic growth – 19:57 Portfolio management – 27:27 Innovation: the digital identifier universe – 30:16 Blockchain: .luxe – 31:32 MMX investment case – 35:05 Summary – 37:11