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
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Progressive’s Jeremy McKeown and Gareth Evans discuss the week’s macro picture, the impact on investors, companies reporting & what to look out for next week. 00:50 US rate reductions 04:44 UK Inflation and interest rates 06:53 Japanese interest rates 07:36 Other news: China, Russia, Trump 09:18 Idox (IDOX) and Petro matad (MATD) 10:48 Artisanal Sp…
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In the Company of Mavericks - Long Short Equity Management with Richard Stuckey of Ennismore
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Progressive's Jeremy McKeown and David Seaman of Alpha Cygni Investment Management are joined by Richard Stuckey, the manager of the Ennismore Global Equity Fund, to discuss the management of a long-short strategy in smaller global companies. 00:22 - Introduction 09:49 - Managing risk in a long-short strategy 22:30 - How does shorting affect the ov…
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Progressive’s Jeremy McKeown and Gareth Evans discuss the week’s macro picture, the impact for investors, companies reporting & what to look out for next week. 01:00 Overview: Middle East Uncertainty, Trump 01:41 China’s monetary policy 02:31 USA 05:40 Springfield Properties (SPR) and VanElle Holdings (VANL) 06:36 UK - Ashtead and Games Workshop (G…
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Begbies Traynor Executive Chairman, Ric Traynor and Group Finance Director, Nick Taylor present the group's results for the six months ended 31 October 2024, followed by Q&A. Ric Traynor, Executive Chairman 00:16 - Introduction 01:05 - H1 highlights Nick Taylor, Group Finance Director 03:04 - H1 financial highlights 06:45 - Reconciliation of adjust…
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SThree CEO, Timo Lehne and CFO, Andrew Beach give a trading update. Timo Lehne, CEO 00:16 - Introduction Andrew Beach, CFO 01:46 - Financial performance 02:24 - Contract order book 02:51 - Balance sheet Timo Lehne, CEO 03:14 - Summary & Outlook SThree plc brings skilled people together to build the future. We are the only global specialist talent p…
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Progressive Analysts, George O'Connor and Ian Robertson’s regular review of the technology sector, including an overview of Oxford Metrics full-year results, reported last week, and FD Technologies focussing on its KX database business. 00:00 - Introduction 01:15 - Oxford Metrics (OMG) 07:38 - FD Technologies (FDP) View Oxford Metrics (OMG) researc…
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MindGym CEO, Christoffer Ellehuus and CFO, Emily Fyffe present the group's results for the six months ended 30 September 2024. Christoffer Ellehuus, CEO 00:16 - Introduction 04:04 - Market opportunity & dynamics Emily Fyffe, CFO 07:11 - HY FY25 financial highlights Christoffer Ellehuus, CEO 10:00 - Global energy framework case study 12:15 - Finastr…
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Cerillion CEO, Louis Hall and CFO, Andrew Dickson present the company's results for the year ended 30 September 2024, followed by Q&A. Louis Hall, CEO 00:16 - Introduction 01:31 - About Cerillion 08:32 - FY24 Highlights Andrew Dickson, CFO 11:24 - FY24 financial highlights 14:30 - Cash generation 17:02 - Income statement 18:53 - Balance sheet 19:20…
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Tracsis CEO, Chris Barnes and CFO, Andrew Kelly present the group's results for the year ended 31 July 2024, followed by Q&A. Chris Barnes, CEO 00:16 - Introduction 03:31 - FY 2024 highlights 07:42 - UK Market 10:54 - US rail market Andrew Kelly, CFO 13:20 - FY2024 financial highlights 16:41 - Divisional performance 18:43 - Cash position 19:53 - Op…
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Creightons Group Managing Director, Pippa Clark and Director of Finance, Qadeer Mohammed present the group's results for the six months ended 30 September 2024, followed by a Q&A session with them both and Paul Forster, Non-Executive Chairman. Pippa Clark, Group Managing Director 00:16 - Introduction 00:43 - About Creightons 02:48 - Operational hig…
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DSW Capital CEO, James Dow, CEO Designate, Shru Morris and CFO & COO, Pete Fendall present the group's results for the six-month period ended 30 September 2024, followed by Q&A. James Dow, CEO 00:16 - Introduction 01:39 - H1 FY25 highlights 03:15 - The DSW licence model 05:47 - Current service lines Pete Fendall, CFO & COO 06:25 - H1 FY25 financial…
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Sosandar Co-CEOs, Julie Lavington and Ali Hall, and CFO, Steve Dilks, present the company's results for the six months ended 30 September 2024, followed by Q&A. Julie Lavington, Co-CEO 00:16 - Introduction 00:56 - H1 highlights Steve Dilks, CFO 02:17 - H2 Outlook Ali Hall & Julie Lavington, Co-CEOs 03:58 - Store rollout 05:33 - Halo effect of store…
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IG Design Group CEO, Paul Bal and CFO, Rohan Cummings present the group's results for the six months ended 30 September 2024, followed by Q&A. Paul Bal, CEO 00:16 - Introduction 00:20 - HY2025 highlights 04:36 - HY2025 Financial summary 06:15 - Category performance 07:04 - DG Americas 12:27 - DG International Rohan Cummings, CFO 15:40 - Group reven…
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Tracsis CEO, Chris Barnes and CFO, Andrew Kelly provide an overview of the group's results for the year ended 31 July 2023. Chris Barnes, CEO 00:22 - Operational highlights Andrew Kelly, CFO 02:28 - Financial highlights Chris Barnes, CEO 06:03 - Commercial successes and opportunities Andrew Kelly, CFO 08:23 - Operating model transformation Chris Ba…
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ActiveOps Executive Chair, Richard Jeffery and CFO, Emma Salthouse present the group's results for the six months ended 30 September 2024. Richard Jeffery, Executive Chair 00:16 - Introduction 01:37 - Key strengths 03:35 - Fidelity International case study 04:56 - H1 FY25 highlights Emma Salthouse, CFO 06:58 - Commercial model 08:20 - H1 FY25 finan…
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Miles Adcock CEO & Kim Garrod, CFO gives an overview for investors of Concurrent. 00:18 What it does 01:30 The business model 02:18 The market 03:20 Lifetime value of contracts 03:50 Geographic split & market sectors 04:21 Investment & growth strategy 05:31 The future Concurrent Technologies Plc develops and manufactures high-end embedded plug-in c…
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Secure Trust Bank management provides an overview of its Commercial Finance Business and its role in helping the business achieve its medium-term targets.The Commercial Finance management team outline the product offering, the size of the market, the team's track record, further growth opportunities, the recurring revenue benefits of the model, as …
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Braemar CEO, James Gundy and CFO, Grant Foley present the group's results for the six months ended 31 August 2024, followed by a Q&A session. James Gundy, CEO 00:16 - Introduction 00:33 - H1 25 Highlights 01:57 - Investment case Grant Foley, CFO 03:21 - Income statement 05:02 - Revenue mix 05:32 - Revenue Diversification 07:20 - Operating costs 07:…
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Sosandar Co-CEOs, Julie Lavington and Ali Hall, and CFO, Steve Dilks outline the highlights for Half Year 2025, followed by Q&A. Julie Lavington, Co-CEO 00:16 - Introduction & Overview Ali Hall, Co-CEO 01:46 - Strategic highlights Steve Dilks, CFO 03:55 - Financial highlights Julie Lavington, Co-CEO 06:03 - Outlook 06:58 - Q&A Sosandar is a women's…
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1Spatial CEO, Claire Milverton and CFO, Stuart Ritchie present the group's results for the six-month period ended 31 July 2024. Claire Milverton, CEO 00:16 - Introduction 02:41 - H1 FY25 highlights 05:13 - Virginia & Georgia DOT wins Stuart Ritchie, CFO 07:41 - H1 FY25 Financial highlights 09:25 - Income statement 10:50 - Cashflow 12:43 - Regional …
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Eneraqua Technologies CEO, Mitesh Dhanak and Interim CFO, James Lamb present the group's results for the six months ended 31 July 2024, followed by Q&A. Mitesh Dhanak, CEO 00:16 - Introduction 01:49 - HY 2025 Operational highlights James Lamb, Interim CFO 05:21 - Income statement 06:27 - Balance sheet 07:27 - Net debt bridge Mitesh Dhanak, CEO 08:2…
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Mitesh Dhanak, CEO gives an overview of the interim results for the six months ended 31 July 2024. 00:25 Results highlights 01:24 Financial performance 02:18 Strategic and operational highlights 03:55 Outlook Eneraqua Technologies plc (AIM:ETP) is a specialist in energy and water efficiency. The Group has two divisions energy and water. Energy is t…
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Netcall CEO, James Ormondroyd and CFO, Richard Hughes present the group’s results for the year ended 30 June 2024. James Ormondroyd, CEO 00:16 – Introduction 03:05 – FY24 highlights 05:55 – Liberty platform 09:31 – Market drivers 13:34 – Platform expansion 15:58 – M&A Richard Hughes, CFO 19:25 – FY24 financial highlights 21:01 – Reccuring subscript…
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Made Tech CEO, Rory MacDonald and CFO, Neil Elton present the group's results for the year ended 31 May 2024, followed by Q&A. Rory MacDonald, CEO 00:16 - Introduction 01:04 - FY24 highlights Neil Elton, CFO 04:32 - FY24 financial highlights 06:13 - Diversification & client rentention 08:52 - Bookings & Revenue 09:43 - Adjusted EBITDA bridge 11:58 …
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CT Automotive CEO, Simon Phillips and CFO, Anna Brown present the group's results for the half year ended 30 June 2024, followed by Q&A. Simon Phillips, CEO 00:16 - Introduction 00:34 - About CT Automotive Anna Brown, CFO 03:16 - HY24 Financial highlights Simon Phillips, CEO 05:18 - HY24 Operational highlights Anna Brown, CFO 07:06 - Income stateme…
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Judges Scientific CEO, David Cicurel, CFO, Brad Ormsby, COO, Mark Lavelle and Group Business Development Director, Tim Prestidge present the group's results for the six months ended 30 June 2024, followed by Q&A. David Cicurel, CEO 00:16 - Introduction 05:22 - Aquisition criteria and process 08:22 - H1 Key messages Brad Ormsby, CFO 11:11 - H1 FInan…
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Somero Enterprises CEO, Jack Cooney, CFO, Enzo LiCausi and COO, Jesse Aho present their interim results for the six months ended June 30, 2024, followed by Q&A. Jack Cooney, CEO 00:16 - Introduction 00:24 - H1 2024 highlights 01:43 - Sales by territory 03:23 - Sales by product Enzo LiCausi, CFO 04:41 - Financial highlights 06:03 - Operating results…
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SThree CEO, Timo Lehne and CFO, Andrew Beach give a trading update for Q3 Full Year 2024. Timo Lehne, CEO 00:16 - Introduction 00:26 - Highlights Andrew Beach, CFO 01:59 - Financial highlights 02:34 - Per segment performance 03:06 - Regional performance 05:07 - Headcount 05:28 - Contract order book 05:56 - Balance sheet Timo Lehne, CEO 06:12 - Summ…
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Eagle Eye CEO, Tim Mason and CFO, Lucy Sharman-Munday present the Group's results for the year ended 30 June 2024. Tim Mason, CEO 00:16 - Introduction 03:48 - Market opportunity 06:08 - FY24 Highlights Lucy Sharman-Munday, CFO 07:46 - FY24 Financial highlights 08:21 - ARR growth 09:57 - FY24 Revenue analysis 12:53 - Sector split 14:23 - Income stat…
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The Pebble Group CEO, Chris Lee and CFO, Claire Thomson present the group's results for the six months ended 30 June 2024, followed by Q&A. Chris Lee, CEO 00:16 - Introduction 01:19 - Market Opportunity 02:33 - Investment case 03:37 - HY24 highlights Claire Thomson, CFO 04:52 - HY24 financial highlights 05:25 - Key financial dynamics 05:56 - Income…
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Mark Dickinson, CEO, gives an overview of Inspired's interim results for the period ending 30th June 2024. 00:00 Opening 00:23 Overview 00:53 Financial highlights 01:28 Ignite Deed of Variation 02:00 Divisional performance: Assurance Services 02:38 Divisional performance: ESG Services 03:28 Divisional performance: Optimisation Services 05:20 Divisi…
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Tribal Group CEO, Mark Pickett & CFO, Diane McIntyre present interim results for the six months ended 30 June 2024. 00:00 Opening Mark Pickett, CEO 00:18 Introduction to Tribal 01:40 H1 overview 03:52 New wins & successful implementations Diane McIntyre, CFO 06:33 Financial performance summary 08:38 Segments: SIS & ETIO 12:33 Cashflow 14:07 Summary…
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H&T Group CEO, Chris Gillespie and CFO, Diane Giddy present the group's results for the six months ended 30 June 2024, followed by Q&A. Chris Gillespie, CEO 00:16 - Introduction 00:34 - H1 Overview 01:36 - About H&T Group 03:27 - Product offering & profit contribution 03:59 - Physical stores & digital platform Diane Giddy, CFO 05:13 - H1 Financial …
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Secure Trust Bank CEO, David McCreadie and CFO, Rachel Lawrence present their results for the six months to 30 June 2024, followed by Q&A. David McCreadie, CEO 00:22 - Introduction 01:01 - H1 2024 overview Rachel Lawrence, CFO 08:02 - Income statement 09:42 - Net interest margin 1!:04 - Cost of funds 11:39 - Operating expenses 12:42 - Project Fusio…
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David McCreadie, CEO gives an overview of the interim results for the period ending 30th June 2024. 00:26 Summary of the period 01:26 Highlights 02:23 Efficiencies & cost saving targets 03:10 Risk adjusted margins 03:50 Tangible book value & dividend 04:10 Strategic progress 06:16 Retail Finance 07:03 Vehicle Finance 07:32 Business Finance 08:09 Co…
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Hill & Smith Executive Chair, Alan Giddins and Chief Financial Officer, Hannah Nichols present the group’s results for the six months ended 30 June 2024. Alan Giddins, Executive Chair 00:16 – H1 2024 highlights Hannah Nichols, Chief Financial Officer 02:25 – H1 2024 financial highlights 04:15 – Group Overview 05:23 – Divisional performance 12:16 – …
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NWF Group CEO, Chris Belsham and CFO, Katie Shortland present the group's results for the year ended 31 May 2024. Chris Belsham, CEO 00:16 - Introduction 02:32 - Full Year highlights 03:56 - Operating highlights Katie Shortland, CFO 10:43 - Income statement 14:29 - Balance sheet 15:47 - Pension summary 16:28 - Cash flow 17:04 - Net debt Chris Belsh…
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Creightons Group Managing Director, Pippa Clark and Director of Finance, Qadeer Mohammed present the group’s results for the year ended 31 March 2024. Followed by a Q&A session with them both and Martin Stevens, Group Manufacturing Director/Deputy MD & Paul Forster, Non-exec Chairman. 00:00 – Opener Pippa Clark, Group Managing Director 00:16 – Intr…
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SThree CEO, Timo Lehne, CFO, Andy Beach, Chief Legal Officer, Kate Danson and Client Director, Rakesh Patel provide an overview of the group's Employed Contractor Model (ECM) offering, outlining the demand for employed contractors, the details of providing the service, and the impact of the Technology Improvement Programme (TIP) on this segment of …
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SThree CEO, Timo Lehne and CFO, Andrew Beach present half year results for the period ended 31 May 2024. Timo Lehne, CEO 00:16 - Introduction 02:52 - HY24 Highlights Andrew Beach, CFO 04:20 - Net fee & operating profit performance 07:43 - Regional mix & skill mix 08:45 - Net fees by service 09:23 - Contract order book 10:38 - Productivity 11:03 - T…
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Sosandar Co-CEOs, Julie Lavington and Ali Hall, and CFO, Steve Dilks present their results for the year ended 31 March 2024, followed by Q&A. Ali Hall, Co-CEO 00:16 - Introduction Julie Lavington, Co-CEO 01:01 - Executive summary Ali Hall & Julie Lavington, Co-CEOs 03:13 - Brand strengths Steve Dilks, CFO 05:25 - FY24 Highlights 07:27 - Balance she…
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Pod Point (PODP) Capital Markets Event - July 2024
1:04:41
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Pod Point, a leading provider of electric vehicle charging solutions in the UK, hosted a Capital Markets Event on the 10th July 2024. Management presented a deep dive into Pod Point's Energy Flex business and its opportunities. David Wolffe, CFO 00:16 - Introduction Pilgrim Beart, VP, Energy Flex 04:02 - Agenda 04:41 - Energy Supply 07:45- Value po…
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Begbies Traynor Group Executive Chairman, Ric Traynor and Group Finance Director, Nick Taylor present the groups final results for the year ended 30 April 2024 , followed by Q&A. Ric Traynor, Executive Chairman 00:16 - Introduction 00:35 - FY24 Highlights 01:35 - Historic performance 03:03 - Business overview Nick Taylor, Group Finance Director 03:…
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Knights Group CEO, David Beech and CFO, Kate Lewis present their results for the year ended 30 April 2024 followed by Q&A. David Beech, CEO 00:16 - Introduction 00:35 - Full Year highlights 02:35 - Business growth 04:48 - Mix of work 06:04 - Business model 08:34 - Revenue & PBT growth Kate Lewis, CFO 08:58 - Full Year financial highlights 09:55 - I…
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Secure Trust Bank management provides an update on their Real Estate Finance business and how it will support the Group in achieving its medium-term financial targets.Geoff Ray, Managing Director, Real Estate Finance, John Griffin, Regional Head, London & South East and Chris King, Head of Credit provide details of their strong track record and the…
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James Dow, CEO and Pete Fendall, COO & Interim CFO, present the group's results for the year ended 31 March 2024, followed by Q&A. James Dow, CEO 00:16 - Introduction 01:54 - Overview of DSW 02:57 - Investment case Pete Fendall, COO & Interim CFO 04:10 - Current service lines 06:38 - The DSW license model 12:00 - Central initiatives 13:47 - FY24 hi…
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Wynnstay Group Executive Chairman, Steve Ellwood and Group Finance Director, Rob Thomas present the group's Interim results for the six months ended 30 April 2024, followed by Q&A. Steve Ellwood, Executive Chairman 00:16 - Introduction 00:52 - H1 Highlights Rob Thomas, Group Finance Director 03:51 - H1 Highlights Steve Ellwood, Executive Chairman 0…
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IG Design Group CEO, Paul Bal and CFO, Rohan Cummings present the group's the results for the year ended 31 March 2024, followed by Q&A. Paul Bal, CEO 00:16 - Introduction 01:03 - FY2024 highlights 04:14 - FY2024 Financial summary 06:06 - Category performance 07:14 - DG Americas update 10:42 - DG International update Rohan Cummings, CFO 15:58 - Gro…
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Poolbeg Pharma Chief Executive Officer, Jeremy Skillington PhD and Chief Business Officer, David Allmond present an overview of their current programmes and opportunities, focussing on POLB 001, their oral delivery platforms, exclusive option agreement and their AI-powered research using human viral challenge data, followed by a Q&A session. Jeremy…
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MindGym Executive Chairman, Octavius Black, CEO, Christoffer Ellehuus and CFO, Dominic Neary present the group's results for the year ended 31 March 2024, followed by Q&A. Octavius Black, Executive Chairman 00:16 - Introduction Christoffer Ellehuus, CEO 01:52 - Introduction & Background 03:12 - FY24 Overview Dominic Neary, CFO 05:36 - FY24 Market d…
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