PIWORLD Investor Podcasts

Full video casn be seen at: https://www.piworld.co.uk/2017/09/08/mifid-ii-the-private-investor/   piworld interviews Robert Mundy, co-founder of Research Tree, to understand how MiFID II legislation, coming into effect from January 2018, will affect the research available to the retail investor.   How is research currently paid for? – 0:39 How will MiFID II change how research is paid for?  – 1:46 How will MiFID II affect the retail investor? – 2:57 Will the private investor still be able to get forecasts (PTP, EPS, Rev) on the various investor platforms? – 5:41 Will private investors be able to get the full broker notes, through Research Tree, or through our broker? – 8:19 Does Brexit make MiFID II null and void?  – 10:38 Who are the winners and losers of MiFID II? – 11:30 Conclusion: the net effect of MiFID II for the private investor in mid and small caps: 14:36   https://www.research-tree.com/

Electric Vehicles – the opportunities and challenges for the investor • The latest innovations • The key suppliers who should benefit • How to pick the winners and losers Introduction by Ralph Anderson, Senior Account Manager, Redleaf The automotive revolution: autonomous, connected, electrified and shared By Chris Jones, Co founder, VP and Chief Analyst, Canalys Canalys research and analyse trends impacting the automotive industry. Great insight to the past, present and future of EVs and how the EV market might evolve.

By Stephen Irish, MD, Commercial, Hyperdrive Innovation Hyperdrive Innovation designs and builds lithium-ion battery systems for powering electric cars, off-highway vehicles, autonomous vehicles and home energy storage. They work in collaboration with Nissan and others to design & develop innovative battery systems that it aims to commercialise in the near term. Stephen follows on neatly from Chris Jones’s presentation, to indicate how developments are playing out for suppliers to the industry.

By Keith Allaun, CEO, PowerHouse Energy Group PowerHouse Energy are the UK pioneer in Waste-to-Hydrogen systems. Aiming to become the lead distributor of low-cost hydrogen to fuel cars, produced from waste, including plastic. Fascinating concept of taking plastic bottles and other waste and converting into energy to power a car, effectively dealing with two problems, creating a sustainable economy.

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