Apax Global Alpha (LON:APAX) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk Interviews. 
 ﻿Mark talks us through his recent report entitled ‘Outperformance by adding value to companies’, through some of the key numbers, explains why he expressed confidence in the NAV being real, what the unique Derived Investments portfolio brought in 2022 and any risks to be aware of.

Apax Global Alpha adding value leads to outperformance - Mark Thomas

Interviews with CEOs of Public Listed Companies. Helping investors make informed decisions.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

News

Zinc Media Group Plc (LON:ZIN) CEO Mark Browning joins DirectorsTalk Interviews to discuss results for the year ended 31 December 2023. Mark talks us through the company’s financial performance for the year ended December 31, 2023. Mark highlights significant achievements such as a 34% increase in revenue to £40 million, gross margin improvement, the highest EBITDA profit in 13 years, and an increase in cash holdings. He attributes the revenue growth to organic expansion in television and the successful acquisition and integration of The Edge Picture Company. Mark also discusses various successful television productions, customer retention rates, and future financial projections, emphasising the company’s strong market positioning and operational success. Zinc Media Group are an award-winning, critically-acclaimed television and content creation company producing award-winning programmes for broadcasters, global networks and VOD platforms. #Media #Television #BargainLovingBrits #Investing #Growth #Stocks

Zinc Media CEO Mark Browning Celebrates Record Earnings and Strategic Growth

Gattaca plc (LON:GATC) CEO Matthew Wragg, joins DirectorsTalk Interviews to discuss the company’s interim financial results for the first half of the fiscal year ending January 31, 2024. Matthew outlines the challenges faced by the company, particularly in the recruitment sector, which has seen a general decline. He details the Group’s Net Fee Income performance in the first half and the key factors influencing the performance, talks about a slight increase in profits through strategic cost reductions and operational adjustments and the initiatives being taking to reflect challenging market conditions. Matthew talks about the strategic shifts in sales focus, particularly towards markets with sustainable growth potential like energy and also touches on the company’s maintaining a strong balance sheet and outlines future strategies to navigate the tough economic landscape, including further investments in technology and strategic realignment. Gattaca Plc is a collective of expert brands connecting thousands of businesses to the STEM talent and outcomes they need to build a better future.

Gattaca Plc on Path for Sustainable Growth after Resilient Performance and Strategic Adjustments

TEAM Plc (LON:TEAM) Chief Investment Officer Craig Farley joins DirectorsTalk Interviews to discuss its Q1 performance. 
 Craig covers the financial performance and strategies of Team Asset Management, focusing on their Q1 results and future outlook. Craig discusses the main drivers of their recent performance, including global economic conditions, AI investment trends, and central bank policies. He explains the impact of these factors on the market and outlines their asset allocation strategy, emphasising a preference for equities over fixed interest, with a strategic mix across regions. Craig also addresses potential risks and opportunities ahead, such as oil price fluctuations and their systematic investment process designed to deliver risk-adjusted returns and concludes with insights into how Team Asset Management is navigating current market conditions and their approach to maintaining stability and growth in their portfolios. TEAM Plc (LON: TEAM) is a boutique, independent asset manager centred in Jersey, With a focus on the UK, Crown Dependencies and International Finance Centres. 
 #AssetManagement #WealthManagement #Investing #Growth #MultiAsset #IncomeFunds #Equities #Stocks #Jersey #Globaleye #NebaWealth #TEAMEast

Team Plc Positive Q1 and Strategic Outlook for 2024 with Craig Farley

Ilika plc (LON:IKA) CEO Graeme Purdy and CFO Jason Stewart join DirectorsTalk Interviews to discuss its half-year report for the six months ended 31 October 2023. In this interview with Ilika’s CEO Graeme Purdie and CFO Jason Stewart discuss the company’s solid performance in the first half of the fiscal year and its advancements in solid-state battery technology, specifically the Goliath project. They highlight successful grant-funded projects and effective cost management. The interview also covers ILIKA’s collaboration with Cirtec for the Stereax product line, its impact on the electric vehicle sector due to regulatory changes, and optimism for a potential breakthrough in the company’s financial and operational progress in the near future. Ilika plc is a pioneer in solid state battery technology, enabling solutions for applications such as Industrial IoT, MedTech, EV and Consumer Electronics.

Ilika plc (LON:IKA) CEO and CFO Discuss Half-Year Report and Solid-State Battery Advancements

Smarttech247 Group Plc (LON:S247) CEO Raluca Saceanu joins DirectorsTalk Interviews to discuss the increasing demand for cybersecurity and its plans for 2024. In this interview, Raluca provides an overview of the company, discusses the challenges faced by businesses and the demand for Smarttech247 products. She also talks about the company's growth and progress in 2023, and outlines the ambitious plans for revenue growth in 2024. Smarttech247 Group is a multi-award-winning Managed Detection & Response company and a market leader in Security Operations.

Apax Global Alpha adding value leads to outperformance - Mark Thomas

Download our free app to listen on your phone