

PIWORLD Investor Podcasts
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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 • 25min
Cerillion (CER) Investor presentation at Mello South June 2018
Cerillion (CER) investor presentation at Mello Hever June 2018 by Louis Hall Co-founder & CEO, and Oliver Gilchrist, CFO
Louis Hall, Co-founder and CEO
The team - 00:21
Business overview – 01:03
Product overview - 02:35
Strategy overview - 07:14
Market drivers – 09:42
Global customers – 12:14
Analysis of FY17 revenue - 14:00
Sales pipeline - 14:45
Order book – 15:27
Oliver Gilchrist, CFO
Financials – 17:54
Louis Hall, Co-founder and CEO
Summary & outlook - 21:40
Q&A – 22:48

Jul 19, 2018 • 41min
Benchmark Holdings (BMK) Investor presentation April 2018
Benchmark Holdings (BMK) presentation at Progressive Equity Research – MHP – piworld investor event
by
Malcolm Pye CEO
Mark Plampin CFO
Introduction by Gareth Evans, Progressive Equity Research - 00:17
BMK’s vision - Malcolm Pye 01:51
BMK at a glance - 02:43
History – 03:28
Strategy - 05:15
What BMK do – 08.14
Pipeline of products - 12:47
Commercial success of pipeline – 14:34
Financials – Mark Plampin CFO – 16:12
Financial outlook – 23:55
Division outlook with EBITDA guidance - 27:15
Financial discipline – 28:52
Outlook – Malcolm Pye 31:15
Q&A – 33:40

Jul 19, 2018 • 34min
Beeks Financial Cloud (BKS) presentation at Mello Derby 2018
Beeks Financial Cloud (BKS) presentation at Mello Derby 2018
By Gordon McArthur, CEO
What Beeks does - 00:25
Beeks’s USP - 02:30
Who use Beeks & background? - 03:50
Beeks’s clients - 05:50
The cloud landscape - 08:28
Service offering - 10:47
Why is low latency important? - 12:25
What problems does Beeks Cloud solve? - 14:47
Competition - 21:48
The business model - 23:43
Strategy - 25:20
H1 results – 25:55
Q&A – 27:12

Jul 19, 2018 • 35min
Adept (ADT) presentation at Mello Derby 2018
Adept (ADT) presentation at Mello Derby 2018
By Ian Fishwick (CEO) & John Swaite (CFO)
Introduction – 00:18
Key fundamentals - 01:12
What Adept do – 04:18
Revenue & EBITDA - 05:20
Telecoms & IT - 06:12
Market size – 11:55
Group structure – 12:51
Key stats – 15:20
Acquisitions: Atomwide - 16:32
KPIs: revenue - 20:18
KPI: customer sector – 21:55
KPIs: EBITDA – 25:33
KPIs: Free cash flow - 26:45
KPIs: Leverage control – 27:53
KPIs: EPS - 29:25
KPIs: Dividend policy – 29:52
Q&A – 30:32


