

PIWORLD Investor Podcasts
piworld
Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk
Episodes
Mentioned books

Jul 19, 2018 • 49min
Proactis (PHD) Investor presentation June 2018
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

Jul 19, 2018 • 36min
Non Standard Finance (NSF) Investor presentation at Mello South June 2018
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

Jul 19, 2018 • 26min
N4 Pharma (N4P) presentation at Mello Derby 2018
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

Jul 19, 2018 • 30min
MaxCyte (MXCT) presentation at ShareSoc July 2018
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

Jul 19, 2018 • 28min
K3 Business Technology (KBT) presentation at ShareSoc July 2018
K3 Business Technology (KBT) presentation at ShareSoc July 2018
By Adalsteinn Valdimarsson, CEO, and Rob Price, CFO.
Adalsteinn Valdimarsson, CEO
Business overview – 00:34
Product offering – 03:16
Reorganisation/Engagement models – 05:38
Channel partner network - 07:38
H1 results overview - 08:50
Rob Price, CFO
H1 financial overview – 10:38
Adalsteinn Valdimarsson, CEO
Summary – 17:04
Q&A – 19:22

Jul 19, 2018 • 39min
Hardide plc (HDD) Investor presentation June 2018
Hardide (HDD) presentation by Phil Kirkham, CEO & Peter Davenport, CFO at the Progressive Equity Research – piworld investor event June 2018
Introduction by Gareth Evans, MD Progressive Equity Research
Phil Kirkham, CEO
What is Hardide? - 01:55
The business model - 04:20
Aim listing & placing – 05:35
The group facilities – 06:00
Key facts - 6:43
Patented coating technology - 09:10
Intellectual property - 13:10
Key markets – 14:30
Accreditations - 17:38
H1 18 overview - 18:19
Peter Davenport, CFO
Financial trends – 20:45
Financial overview H1 18 v H1 17 - 22:40
Income Statement - 23: 32
Balance sheet – 23: 40
Q&A - 25:30

Jul 19, 2018 • 35min
EU Supply (EUSP) Investor presentation June 2018
EU Supply presentation by CEO, Thomas Beergrehn, at Progressive Equity Research – piworld investor event 11.6.18
Introduction by Gareth Evans 00:17
Overview: 02:03
Complete tender management - 03:40
End-customer examples – 04:56
Rapid low-cost delivery through online – 08:02
Profitable growth platform – 10:20
Micro-procurement opportunity – 11:50
Q&A – 15:00

Jul 19, 2018 • 28min
Empresaria (EMR) Investor presentation at Mello South June 2018
Empresaria (EMR) investor presentation at Mello South 14.6.18 by Spencer Wreford, CEO and Tim Anderson, Group Finance Director
Spencer Wreford, CEO
Overview - 00:18
Why invest? - 02:17
Strategy focused on growth & diversification - 03:40
New management team - 08:21
Tim Anderson, Gp Finance Director
The business model 10:35
Cash generative business – 13:35
Spencer Wreford, CEO
Summary - 15:35
Q&A – 17:32

Jul 19, 2018 • 32min
Corero Network Security (CNS) Investor presentation at Mello South June 2018
Corero Network Security (CNS) investor presentation at Mello South June 2018
Andrew Lloyd, President and EVP of Sales & Marketing
Some case studies on DDoS - 00:33
What CNS does - 02:49
Overview – 05:30
2017 summary - 08:29
Strategy and progress - 9:32
Contract wins - 10:40
Investment - 14:30
Go-to-Market model - 15:51
SmartWall Threat Defence System Portfolio -18:19
DDoS attacks – 20:50
Competitors and market share – 24:29
Outlook – 26:02
Q&A - 26:43

Jul 19, 2018 • 29min
Collagen Solutions (COS) Results presentation July 2018
Collagen Solutions (COS) results presentation July 2018 by Jamal Rushdy (CEO) and Hilary Spence (CFO)
Jamal Rushdy
Summary – 00:33
Revenue/other income – 06:10
Core business sales highlights - 07:10
Business shape – 11:25
Moving up the value chain - 13:00
Our customers’ product cycle - 14:14
Core business operational highlights - 16:38
Proprietary products - 19:40
Priorities for FY2019 – 21:04
Hilary Spence
Commercial KPIs - 24:55
Jamal Rushdy
Conclusion – 27:28


