PIWORLD Investor Podcasts

The Future of Transportation – choosing the right investments By Jon Forster, Co-Manager, Impax Environmental Markets Impax Environmental Markets is a fund specialising in environmental markets for cleaner or more efficient delivery of basic services: energy, water & waste. Jon talks about the EV space, and outlines the key criteria Impax seek, identifying investment opportunities in the environmental space.

How the private sector is meeting the challenge of charging infrastructure in the UK By Tom Callow, Director of Communication & Strategy at Chargemaster Chargemaster design, build, sell and maintain charging units for electric cars. They run POLAR, the largest network of public charging points in the country. Tom gives an excellent overview of the EV infrastructure, and is very knowledgeable about the EV market & stats.

Challenges of vehicle electrification By Paul McNamara, Technical Director, Williams Advanced Engineering Paul draws on his knowledge from Williams, especially automotive & motorsport, to identify the opportunities for EVs going forward.

Zoo Digital FY results presentation 5.7.18 by Stuart Green CEO What ZOO do – 00:37 KPIs - 02:34 Operational highlights – 09:47 Home entertainment market – 11:20 ZOO’s USP - 14:35 ZOO’s timeline - 15:25 ZOO’s strategy & progress – 21:39 Financials - 25:12 Growth potential - 36:54 Management team - 40:02 Structure and organisation - 41:07 Roadmap - 41:58 Investment summary and outlook - 44:59 Q&A - 46:50

Xpediator (XPD) presentation at Mello Derby 2018 By Stephen Blyth CEO Introduction – 00:28 The board – 00:38 The business profile - 01:38 Pallets division – 03:21 Freight forwarding – 04:59 EshopWedrop - 05:55 Transport Services – 11:35 Logistics & warehousing – 13:35 Customer base & markets – 15:33 Growth strategy - 16:22 Investment proposition - 18:18 Q&A - 19:18

Ten Lifestyle Group (TENG) investor presentation at Mello South June 2018 by Alex Cheatle, CEO Background & introduction to TENG - 00:32 The business model - 04:15 The USP - 06:22 Our clients – 10:04 Geographical coverage – 10:40 Margins – 11:24 H1 2018 results – 12:55 Post period end and outlook – 15:25 Summary - 19:44 Q&A - 22:24

Proactis presentation by CEO Hamp Wall, at Progressive Equity Research – piworld investor event 11.6.18 Introduction by Gareth Evans, Progressive Equity Research What PHD does - 02:00 Overview – 02:55 Acquisition of Perfect Commerce - 03:50 Management team – 05:55 2018 FY outlook - 08:05 Spend control and eProcurement market - 14:53 Vision and strategy - 18:25 A strong profitable business - 20:28 KPIs - 21:39 Strong sales track record - 23:05 Rebranding - 24:18 Market presence - 24:50 Investment case - 25:28 Q&A 29:15

Non Standard Finance (NSF) investor presentation at Mello South 14.6.18 by Peter Reynolds, Director, IR and Communications. The vision – 00:45 Why are we different – 01:07 Our three divisions - 01:49 The opportunity – 03:38 2017 was a year of investment, growth & momentum - 06:40 Our three business divisions - 08:09 Branch based lending KPIs - 10:02 Impairment - 10:40 2017 operational highlights - 12:20 Yield and volume - 13:12 Branch-based lending – our plans 2018 – 17:07 Guarantor loads - 22:02 Home credit - 26:55 On course to achieve medium-term targets – 28:35 Balance sheet - 29:07 Summary – 30:00 Q&A – 30:40

N4 Pharma (N4P) presentation at Mello Derby 2018 Nigel Theobald, CEO Introduction – 00:36 Business model – 00:40 One year on – 02:16 Sildenafil MR - 03:22 Nuvec – 07:38 Summary – 15:38 Q&A – 16:10

Driving the next generation of cell-based medicines By Doug Doerfler – Founder, President & CEO Introduction – 00:23 Background and what MaxCyte does - 02:41 Business model – 04:11 CARMA platform, CAR therapy in oncology - 09:07 Cell therapy programmes – business model – 16:12 Revenue potential across multiple applications – 19:15 Expected news flow - 21:36 Summary & outlook – 22:18 2017 financial highlights - 22:50 Q&A - 23:45