DirectorsTalk Interviews

Saietta Group Plc (LON:SED) CEO Vic Kist and Executive Chairman Tony Gott join DirectorsTalk Interviews to discuss its interim results, for the six-month period ended 30 September 2022 and the signing of its first major contract with an Global OEM operating in the light Duty eDrive segment.

Tony discusses its shift in strategy and the signing of the development agreement, progress with the ConMet collaboration, when we can expect revenues, overcoming the challenges facing emerging suppliers to the automotive industry, progress since IPO and how Saietta differs from the other companies trying to benefit from the electric vehicle revolution.

Vic explains what needs to be delivered between now and September next year to enable production to commence on schedule, puts the 80,000 units into context in terms of the target market, updates us on the Sunderland factory, its capacity and local jobs and how further production plants might be developed.

Saietta Group plc (LON:SED) is a multi-national business which designs, engineers and manufactures complete Light Duty and Heavy Duty electric drive systems.

Touchstone Exploration Inc. (LON:TXP) Chief Executive Officer Paul Baay joins DirectorsTalk Interviews to discuss placings in both Canada and the UK.

Paul explains how the funds will be used, the rate of production at Coho, capacity at the Shell pipeline, plans for the rig deployment, drilling, goals for Touchstone in 2023, exploration plans for 2023 and opportunities to expand its exploration acreage.

Touchstone Exploration is a Canadian-based, international upstream oil and gas company currently active in the Republic of Trinidad and Tobago.

Tirupati Graphite Plc (LON:TGR) Executive Chairman & Managing Director Shishir Poddar joins DirectorsTalk Interviews to discuss a successful and oversubscribed fundraise.

Shishir explains the logic behind this placing, the significance of completing all hurdles to the acquisitions in Mozambique and near term milestones for the company moving forward.

Fidelity European Trust PLC (LON:FEV) is the topic of conversation when Hardman & Co Analyst Riccardo Bindi joins DirectorsTalk Interviews.

Riccardo gives us an overview of his note entitled ‘Continued resilience in difficult markets’, explains why he thinks Fidelity European Trust investment philosophy and long-term track record are worth re-visiting, issues that he touches on in the note, any effects that they may have had on the trust and shares his thoughts on fees and turnover.

Fidelity European Trust PLC captures the diversity and potential of Europe through top-ranking research and investment in high quality Euro companies.

Cerillion plc (LON:CER) Chief Executive Officer Louis Hall joins DirectorsTalk Interviews to discuss annual results for the 12 months ended 30th September 2022.

Louis explains what market forces are driving demand for its solutions, the market opportunity and outlook for 2023 and the reasoning behind a dividend increase of 30%.

Cerillion plc is a leading provider of billing, charging and customer management systems with more than 20 years’ experience delivering solutions across a broad range of industries including the telecommunications, finance, utilities and transportation sectors.

Real Estate Credit Investments (LON:RECI) is the topic of conversation when Hardman & Co Analyst Mark Thomas joins DirectorsTalk Interviews.

Mark gives us an overview of his report entitled 'Positioned for the current crisis', tells us more about the track record of superior credit assessment, monitoring and collection reducing the probability of default, and the secured nature of the portfolio, the low exposure to high-risk sectors and proven limited loss in ones where they have had exposures in the past, the accounting points and benefit to rising rates and any risks involved.

Real Estate Credit Investments (LON:RECI) is a specialist investor in UK and European real estate credit markets with a focus on fundamental credit and value.

Learn more about RECI here:

https://www.directorstalkinterviews.com/real-estate-credit-investments-reci/reci.l

Helium One Global (LON:HE1) CEO David Minchin joins DirectorsTalk Interviews to discuss its full project update, including an update on rig selection for the Company’s Phase II drilling programme.

David takes us through this morning’s announcement and what it all means, mobilising the rig in the wet season, confidence that this will become a definitive contract, the company funding position and how they manage to fund the drilling.

Helium One Global, has a focus to explore, develop, and ultimately, become a producer of high-grade helium for the international market place.

Ilika plc (LON:IKA) CEO Graeme Purdy joins DirectorsTalk to discuss its latest trading update. Graeme explains how it’s large format Goliath programme has continued largely unaffected by COVID restrictions, with partners such as JLR and McLaren being more affected by COVID what impact this has had on the company, whats happening with the Stereax pilot line for making miniature batteries, plans for transferring Stereax to a 3rd party FAB and with full year results due soon how investors can interact with the company to discuss these.

Hardide plc (LON:HDD) CEO Philip Kirkham joins DirectorsTalk to discuss interim results for the six-month period ended 31 March 2020. Philip explains what has driven another record set of numbers, talks about the first production order for Airbus A380 wing compression pads, other orders in the aerospace sector, how the move to Bicester, Oxfordshire is progressing, how the company has been affected by COVID 19 and the outlook for the year ahead.

Avacta Group plc (LON:AVCT) CEO Alastair Smith joins DirectorsTalk to discuss preliminary results for the period ending 31st Dec 2019. Alastair talks us through the highlights, outlines the key objectives to the coming 12 to 18 months and reminds us of what has been achieved over the past 12 months.