PIWORLD Investor Podcasts

This video can be seen at: https://www.piworld.co.uk/2018/10/29/tamzin-talks-tech-with-gareth-evans-from-progressive-equity-research/     Tamzin talks Tech with Gareth Evans from Progressive Equity Research Gareth has over 15 years research experience covering pan-European Chemicals & Technology sectors. He founded Progressive Equity Research in 2012.  Formerly, Gareth held research positions at ABN AMRO, Canaccord & Investec, where he was Joint Head of Research and was awarded techMARK Analyst of the Year in 2006. Gareth’s background & ROCE – 00:22 The dotcom crash v today – 05:20 How do we value tech stocks (models)? - 07:53 Where are we at in the tech cycle? - 19:36 Which areas of tech excite you the most? -20:56 Who will be the winners and losers? - 24:40 Do you understand the current sell-off in tech? - 26:58 Is the current market volatility a blip, or more serious? - 33:03 In the current market, are you a buyer or seller of tech? - 36:03

The full video can be viewed here: https://www.piworld.co.uk/2018/10/25/supermarket-income-reit-supr-at-sharesoc-october-2018/   Supermarket Income REIT plc is a United Kingdom-based, closed-ended investment company. The Company intends to carry on business as a real estate investment trust (REIT). The Company’s investment objective is to provide its shareholders with an income together with capital growth by investing in a diversified portfolio of supermarket real estate assets in the United Kingdom. The Company is focused on investing in a diversified portfolio of principally freehold and long leasehold operational properties. The Company may invest, directly or indirectly, at least 80% of its gross asset value in properties let to the United Kingdom supermarket operators and it may invest up to 20% of its gross asset value in asset let to non-supermarket operators. Atrato Capital Limited is the investment advisor of the Company. The Company is not engaged in any operations. Steve Windsor Introduction - 00:19 Ben Green Investment strategy - 01:07 The portfolio - 03:59 Investing in the future model of UK Grocery - 05:50 Global convergence on the future model of grocery - 10:26 Our market – Supermarket yield - 12:52 Supermarket leases offer one of the cheapest sources of RPI - 14:33 Supply and demand of index linked supermarkets - 16:22 Performance – 17:29 Proactive asset management - 19:27 Conclusion - 21:22 The team - 22:46 Q&A 23:32   The Presentation slides can be viewed here.

The full video can be seen at: https://www.piworld.co.uk/2018/10/15/bioventix-bvxp-sharesoc-presentation-october-2018/   Bioventix ShareSoc presentation: October 2018 By Peter Harrison, CEO. Includes full year results year ended 30th June 2018. Bioventix PLC is a United Kingdom-based biotechnology company. The principal activity of the Company is the development and supply of antibodies. The Company specializes in the development of sheep monoclonal antibodies (SMAs) for use in immunodiagnostics focusing on the areas of clinical diagnostics and drugs of abuse testing. The Company's non-vitamin D business consists of antibodies, NT proBNP (heart failure), testosterone, Free Triiodothyronine (FT3) (thyroid hormone), estradiol, and various drugs, such as tetrahydrocannabinol (THC)/cannabis, and progesterone. The Company offers products for indications, such as thyroid, fertility, oncology, cardiac, vitamin D, drug of abuse, infectious disease and miscellaneous. Its sheep hybridoma technology produces cell lines that secrete SMAs. The Company offers a panel of SMAs to 25-OH D and has various 25-OH D2 and 25-OH D3 specific antibodies. It sells its products through direct sales and through distributors.   Overview - 00:29 Location and skills - 00:54 Automated blood testing - 01:26 Creating antibodies - 05:35 Why SMA’s? (Testosterone) - 07:49 Why SMA’s? (Troponin) - 10:04 Financial highlights 17/18 - 12:00 BVXP sales 17/18 product mix - 12:58 Key financials - 14:50 New Troponin assays - 15:46 Pipeline Development 2018 - 16:18 Business dynamics - 18:40 Selected shareholder base - 22:05 Bioventix Directors - 22:42 Conclusion and outlook – 23:19 Q&A - 24:39

  The full video can be seen at: https://www.piworld.co.uk/2018/10/10/eagle-eye-eye-results-presentation-october-2018/   Eagle Eye (EYE): FY results presentation for the year ending 30 June 2018 by Tim Mason, CEO & Lucy Sharman-Munday, CFO EYE is a software as a solution (SaaS) technology company. The Company is engaged in the marketing, validation and redemption of digital promotions in real-time for the grocery, retail and hospitality industries. The Company's software platform, Eagle Eye AIR, integrates with all existing point of sale (POS) systems and creates digital offers, rewards and vouchers then delivers them to customers by e-mail, text or through a loyalty application for instant redemption. Eagle Eye AIR enables brands and merchants to set up targeted campaigns, choosing various media channels to reach specific demographics. Eagle Eye AIR captures real-time data on consumer activity and campaign success. Eagle Eye Promote is a rules-based platform for brands and retailers, which creates, builds and manages their promotional campaigns. Eagle Eye Gift allows tracking of gift vouchers, including redemption data. Eagle Eye Reward supports and enables the digitization of loyalty schemes. Tim Mason, CEO Overview of EYE – 01:02 Lucy Sharman-Munday, CFO The business model: how we make money - 07:38 Tim Mason, CEO The market opportunity - 09:56 The strategy – 12:23 Product innovation – 13:48 The Eagle Eye digital wallet - 15:28 Lucy Sharman-Munday, CFO Investment during the year - 17:25 Launch of PC Optimum for Loblaw - 19:53 Financial update - 23:20 Tim Mason, CEO Outlook: 31:39 Q&A – 34:29

The full video can be seen at: https://www.piworld.co.uk/2018/10/04/trinity-exploration-production-trin-h1-results-presentation-september-2018/   Trinity Exploration & Production (TRIN) H1 results presentation September 2018 By Bruce Dingwall CBE – Executive Chairman and Jeremy Bridglalsingh – CFO TRIN 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 in Trinidad & Tobago. Bruce Dingwall CBE – Executive Chairman Overview – 00:23 Jeremy Bridglalsingh - CFO 2018 H1 Key financial metrics - 05:05 Peer comparatives (UK AIM listed production led) - 12:15 Bruce Dingwall CBE – Executive Chairman Production growth - 13:20 Business assurance: base production - 14:29 Organic growth to come from existing portfolio - 18:56 Onshore – Technical - 20:23 Galeota Anticline SW - 22:51 TGAL Development – status - 24:49 Summary - 27:36 Q&A – 31:00

This video can be seen at: https://www.piworld.co.uk/2018/09/27/quixant-qxt-h1-results-presentation-september-2018/   Quixant CEO Jon Jayal and CFO Cresten Preddy, present an overview of the Group and highlights of their recent interim results for the 6 months ending 30th June 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 Quixant overview – 01:06 Investment case – 08:11 The market – 11:26 Highlights of the 6 month period – 13:42 Cresten Preddy, CFO Financial highlights – 18:27 Historical performance - 20:50 H2 weighting & sales lead times (Jon Jayal) - 21:47 Overdue Debtors - 23:32 Cash Bridge - 23:57   Jon Jayal, CEO Gaming ecosystem - 24:45 Densitron & monitors – 26:15 Strengthening the infrastructure – 29:53 Summary & outlook – 31:10 Q&A – 32:41

This full video can be seen at: https://www.piworld.co.uk/2018/09/26/malvern-international-mlvn-sharesoc-presentation-september-2018/   Malvern International CEO Sam Malafeh and CFO Bharat Guha, Present an overview of the Group at the ShareSoc Growth company seminar September 2018. Sam Malafeh, CEO Introduction - 00:21 Biographies - 00:43 Group proposition – 04:26 Structure of organisation – 05:46 What Malvern offers – 09:42 Group growth strategy - 10:18 Course delivery model - 11:57 Future expansion – programmes & offerings - 13:23 Courses & locations – 15:46 International reach & sales channels – 17:35 Strategy – 20:56 The Group’s recent journey - 23:30 Digital strategy - 25:36 Bharat Guha, CFO – 25:49 Recent interim financial highlights – 26:32 Sam Malafeh, CEO 2018 progress – 29:34 Investment Summary – 33:02 Key shareholders – 35:18

the full video can be seen at: https://www.piworld.co.uk/2018/09/25/amryt-pharma-amyt-investor-presentation-at-sharesoc-september-2018/ Presentation by Amryt Pharma CCO, David Allmond. Amryt Pharma plc is a commercial-stage specialty pharmaceutical company focused on developing and delivering treatments for patients with rare and orphan diseases. The Company is building a diversified portfolio of proprietary drugs to help address some of rare and debilitating illnesses. The team – 00:27 The vision - 02:12 Amryt overview – 04:04 Commercial & development pipeline - 06:00 Strategy – 3 pillars of growth - 07:43 Lojuxta - 10:02 Epidermolysis Bullosa (EB) AP101 - 12:20 AP103 – building an EB franchise - Gene Therapy Platform - 18:26 In-License Opportunities - 21:07 Financials - 22:16 Investment case - 22:55 Q&A - 24:18

    The full video can be seen at: https://www.piworld.co.uk/2018/09/24/miton-group-mgr-h1-results-summary-september-2018/ David Barron, CEO, gives an overview of H1 2018 results, for the period ended 30th June 2018. Miton Group plc is an investment management company. The Company provides fund management services. Its funds are invested in a range of asset classes under various investment mandates, including multi-asset, equity and portfolios of collective investment schemes. Financial highlights – 00:21 Growth drivers – 01:14 The outlook – 02:17

The full video can be seen at: https://www.piworld.co.uk/2018/09/20/somero-enterprises-som-h1-results-september-2018/   Somero Enterprises is a manufacturer of laser-guided equipment. The Company's equipment automates the process of spreading and levelling volumes of concrete for commercial flooring and other horizontal surfaces, such as paved parking lots in North America.   Here, Howard Hohman, Exec Vice President and John Yuncza, CFO present the very positive H1 results, (for period to 30.6.18).   Howard Hohman Introduction and summary of results - 00:20 Sales by territory - 00:45 Sales by product - 03:55   John Yuncza Financials - 06:26 Current trading and outlook - 13:47   Howard Hohman Strategy update - 17:29   Q&A: 21:28