DirectorsTalk Interviews

NQ Minerals plc (AQUIS: NQMI) (OTCQB: NQMLF) Chairman David Lenigas joins DirectorsTalk to discuss Q1 2020 production figures and its COVID-19 response plan. David talks us through the highlights, expands on the response plan, explains what the update on the Beaconsfield Gold Mine means for the company and other news that investors can expect over the coming months.

Zotefoams plc (LON:ZTF) CEO David Stirling joins DirectorsTalk to discuss preliminary results for the year ended 31 December 2019. David talks us through the financial highlights, expands on he HPP strategy, explains how MuCell has made a return to growth, a new opportunity in ReZorce mono-material barrier packaging, the launch of A-ZOTE Adapt and how David view the outlook for the company.

Zotefoams plc is a world leader in cellular materials technology. Utilising a variety of unique manufacturing processes, including environmentally friendly nitrogen expansion for lightweight AZOTE® polyolefin and ZOTEK® high-performance foams, Zotefoams sells to diverse markets worldwide. Zotefoams uses its own cellular materials to manufacture T-FIT® advanced insulation for demanding industrial markets. In addition, Zotefoams owns and licenses patented microcellular foam technology, developed specifically for extrusion applications, from a base in Massachusetts, USA to customers worldwide.

Zotefoams is headquartered in Croydon, UK, with additional manufacturing sites in Kentucky and Oklahoma, USA (foam products manufacture and conversion), Massachusetts, USA (MuCell Extrusion) and Jiangsu Province, China (T-FIT®). A third foam-manufacturing site, in Poland, is planned to begin operations in 2020.

Premier Miton Group plc (LON:PMI) Head of Equities, Gervais Williams joins DirectorsTalk to discuss the investment process, meeting companies, company indicators, reporting of climate risks and how companies mitigate them.

Premier Miton was formed in November 2019 from the merger of Premier Asset Management Group plc and Miton Group plc. It manages £11billion on behalf of a wide range of individual investors and institutions.

The merger has brought together the capabilities, expertise and knowledge of two highly regarded companies to create a new organisation that is even better placed to deliver the right outcomes for its clients.

The asset management industry is facing a time of unparalleled challenges, particularly in its ability to deliver value to its underlying clients. Its Premier Miton’s belief that genuinely active management can make a real difference to investment returns.

Manolete Partners (LON:MANO) CEO Steven Cooklin joins DirectorsTalk to discuss the impact of COVID-19. Steven explains the impact both short-term, longer, the competition and its market share.

Manolete Partners Plc is a specialist insolvency litigation financing company. The company funds or buys insolvency claims. They work with Insolvency Practitioners and their lawyers to maximise returns to creditors and are renowned for our unparalleled knowledge of the Insolvency and Recovery sector.

RM Secured Direct Lending Plc (LON:RMDL) is the topic of conversation when Mark Thomas, Analyst at Hardman & Co joins DirectorsTalk. Mark explains the key message from his recent note on the company, how the company portfolio is faring in the current market turmoil and Marks thoughts on a recent Q&A with the manager over credit.

RM Secured Direct Lending Plc is a closed-ended investment trust established to invest in a portfolio of secured debt instruments. The Company aims to generate attractive and regular dividends through loans sourced or originated by the Investment Manager with a degree of inflation protection through index-linked returns where appropriate. Loans in which the Company invests are predominantly secured against assets such as real estate or plant and machinery and/or income streams such as account receivables.

Gresham House plc (LON:GHE) CEO Tony Dalwood joins DirectorsTalk to discuss becoming investment manager and Alternative Investment Fund Manager of Strategic Equity Capital plc. Tony explains the detail of the deal, why the SPE style of investing is important for this mandate, why the partnership between Gresham House and Aberdeen Standard Investments is special and what this mandate means for GHE going forward.

Gresham House plc is an AIM quoted specialist asset manager providing funds, direct investments and tailored investment solutions, including co-investment across a range of highly differentiated alternative investment strategies. Our expertise includes timber, renewable energy, housing and infrastructure, strategic public and private equity (private assets). The group aims to deliver sustainable financial returns and is committed to building long-term partnerships with clients (institutions, family offices, high-net-worth individuals, charities and endowments and private individuals) to help them achieve their financial goals.

Shareholder value creation will be driven by long-term growth in earnings as a result of increasing AUM and returns from invested capital.

Touchstone Exploration Inc. (LON:TXP) CEO Paul Baay joins DirectorsTalk to discuss year end results. Paul talks us through the highlights, progress at COHO and Cascadura, when we can expect results from Chinook, the effect of COVID 19 and volatility in the market. 

Touchstone Exploration is a Calgary based company engaged in the business of acquiring interests in petroleum and natural gas rights and the exploration, development, production and sale of petroleum and natural gas. Touchstone is currently active in onshore properties located in the Republic of Trinidad and Tobago. The Company's common shares are traded on the Toronto Stock Exchange and the AIM market of the London Stock Exchange.

Boku Inc. (LON:BOKU) CEO Jon Prideaux joins DirectorsTalk to discuss results for the year ended 31st December 2019. Jon explains the trends he is seeing during the impact of COVID-19, talks us through the highlights of 2019 and what we can look forward to during 2020.

Boku's technology platform is used in over 59 countries with over 815 million verified transactions in 2019, contributing $5 billion to the digital economy. Businesses that currently employ Boku's platform to simplify sign-up, acquire new paying users and prevent fraud include global leaders such as Apple, Discover, Experian, Facebook, Fiserv, Google, Microsoft, Netflix, PayPal, Sony, Spotify, Uber and Western Union.

Ilika plc (LON:IKA) CEO Graeme Purdy joins DirectorsTalk to discuss its effective remote working practices and how it can minimise any impact from COVID-19. Graeme explains the kind of activities the battery development team can carry out, the effect of a global travel lock-down, operational capability, confidence for the next 3 financial years and why Ilika shares have been so resilient.

Applied Graphene Materials plc (LON:AGM) CEO Adrian Potts joins DirectorsTalk to discuss interim results for the six months ended 31st January 2020. Adrian talks us through the highlights, points out areas that investors should look at, the importance of data, what to expect over the coming period and how COVID-19 is impacting the business.