piworld video investor podcasts

Leon gives insight to his own investing journey, and how he’s achieved 21.5% CAGR since 2003. He analyses how investors can achieve those returns. Citing the winning formulas of the best investors, gleaned from research by Lee Freeman-Shor, in the book The Art of Execution. Lastly, he covers his rationale on Arcontech (ARC), and why he thinks this stock has the potential to continue his outstanding performance.

Leon’s ISA performance - 01:23

Leon’s ISA value 1993-2019 - 03:26

Why you should be investing in equities? - 05:45

What about Government bonds? – 06:45

S&P returns over rolling 30 yr period to 1928-2018 - 09:30

Japan - 10:54

Shares that generate wealth creation - 12:43

Should you invest via a fund? – 14:25

Passive funds? - 15:03

Is this the end of active investing? - 17:40

How can I beat the market? - 19:30

The Art of Execution: money management – 20:03

Run your winners - 28:44

Leon’s performance stats over 26 years - 29:55

Conclusion - 33:35

Arcontech - 35:30

Q&A - 47:56

Leon refers to his presentation last year at Mello May 2018:

https://www.piworld.co.uk/2018/11/10/mello-derby-2018-leon-boros-how-to-become-an-isa-millionaire-and-still-be-wrong-most-of-the-time/

Tim Sykes, CEO, tells us the outcome of the operational review, how this is being executed, and what impact it will have going forward.

Overview & operational review - 00:23

Performance & operational highlights - 02:19

Financial highlights - 03:10

Summary & outlook - 04:11

PROACTIS Holdings PLC is a United Kingdom-based company, which is a Spend control and e-Procurement solution provider. The Company is engaged in the development and sale of business software, installation and related services. It offers a range of solutions, such as PROACTIS Source-to-Contract, PROACTIS Purchase-to-Pay and PROACTIS Supplier Network solutions. It offers managed services, such as procurement-related managed services, such as Sourcing and Content Management; Finance-related managed services, such as Invoice Data Capture and Accelerated Payment Facility, and information technology (IT)-related managed services, such as Application Hosting & Management. Its Solutions for Finance and Procurement include cloud, hosted or on-premise software applications. PROACTIS Spend Analysis offers company-wide data on users' laptop, tablet or mobile. Its PROACTIS Invoice Data Capture turns paper, fax and Portable Document Format (PDF) invoices into system-ready electronic records.

piworld's Tamzin Freeman talks to CEO Mark Briffa about the Group's half year results for the period ended 31st July 2019.

Introduction - 00:22

Financial highlights - 00:53

Operational highlights - 02:12

Market backdrop - 03:07

Pipeline - 04:37

NGS partnership - 05:22

Outlook - 06:07

Air Partner plc is a United Kingdom-based aviation services company. The Company provides worldwide solutions to industry, commerce, governments and private individuals. The Company has two divisions: Charter division comprising air charter broking and remarketing and the Consulting & Training division comprising the aviation safety consultancies, Baines Simmons, Clockwork Research and SafeSkys, as well as Air Partner's Emergency Planning Division. In addition for reporting purpose, the Company is structured into four divisions: Commercial Jets, Private Jets, Freight (Charter) and Consulting & Training (Baines Simmons, Clockwork Research, SafeSkys and Air Partner's Emergency Planning Division).

With an introduction by Gareth Evans, Progressive Equity Research. Sam Smith, CEO, outlines the business model for finnCap, the rationale behind the recent IPO and what's happened since. Tom Hayward, CFO runs through the financials, and combining with Cavendish.

Sam Smith, CEO

Overview of finnCap - 00:33

Market opportunity - 02:02

Financial highlights - 03:31

The ambition - 03:57

Tom Hayward, CFO

Financials - 5:48

KPIs - 10:04

Rationale for combining with Cavendish - 10:55

Sam Smith, CEO

What the combined group has achieved to date - 13:57

finnCap business strategy - 15:17

Q&A - 17:16

finnCap Group Plc is a United Kingdom-based investment adviser and broker. The Company focuses on providing the financial services to public or private sectors. Its principal activities are equity capital market focused and delivered through teams specializing in corporate finance and broking, equity sales, agency trading and market making and research.

By Alasdair Haynes, CEO & Jonathan Clelland, CFO

Overview on H1 19 both operationally and financially, and more detail on the proposed acquisition of the NEX Exchange.

Introduction – 00:18

Aquis Exchange at a glance – 01:16

H1 19 overview - 08:35

KPIs - 10:30

Liquidity - 13:45

Aquis Exchange growth - 16:23

Financial performance H1 19 - 18:19

Progress at the Exchange division – 23:17

Progress on technologies division and market data - 28:27

Proposed acquisition of NEX Exchange - 33:57

Q&A - 41:26

An earlier investor video referred to in this presentation can be found here: https://www.piworld.co.uk/2019/04/18/aquis-exchange-aqx-investor-presentation-april-2019/

Aquis Exchange PLC, formerly Aquis Exchange Limited, is a United kingdom-based company that operates as a pan-European cash equities trading exchange. The Company’s lit order book allows institutional traders to trade the stocks from 14 European countries. Its Market at Close order type allows members to enter orders on Aquis Exchange at the closing price of the market-of-listing end-of-day auction. It offers trading in a range of European financial instruments, including the constituents of the European indices from various markets. Its software and technology division, Aquis Technologies, develops trade surveillance and matching engine software for banks, investment firms and exchanges. Aquis Market Surveillance is a market surveillance platform for exchanges, multilateral trading facility, brokers and other trading firms. The features of its AMS include case management, market abuse indicators, management information system, order book replay and intraday alert parameter control.

Founder & CEO Carl Cavers and CFO David Wilton present the Group’s interim results for the six months ended 30th June 2019.

Intro video – 00:20

Carl Cavers, Founder & CEO

Introduction - 01:30

David Wilton, CFO

Financial overview - 04:05

Carl Cavers, Founder & CEO

Operational update - 24:23

The market and growth drivers - 42:51

Strategy - 46:37

Summary & Outlook - 47:33

Q&A – 49:23

Sumo Group plc is a United Kingdom-based company that provides development services to the video games and entertainment industries. The Company's operating businesses include Sumo Digital Ltd. (Sumo Digital) and Atomhawk Design Ltd (Atomhawk). Sumo Digital is a developer of AAA-rated video games, providing both turnkey and co-development solutions to blue-chip client base. Atomhawk is a visual design company that provides services to the games, film and visual effects industries. Together, the Company delivers visual and development solutions, which include initial concepts and pre-production, production and development, and post-release support.

With David Cicurel, CEO & Brad Ormsby, CFO

A very comprehensive overview of Judges Scientific, what they do and their KPIs. What’s happened in the period. Their strategy going forward.

David Cicurel, CEO

Introduction – 00:18

About Judges - 01:05

The Judges Group - 03:09

Judges customers - 03:50

Key messages - 04:45

Brad Ormsby, CFO

Financial highlights - 06:40

Performance - 08:30

Order intake - 10:42

Revenue split - 12:49

H1 19 Profit bridge - 13:40

Balance sheet and cash flow - 14:50

ROTIC - 17:05

Diversification - 18:20

Financial history - 18:50

David Cicurel, CEO

Growth drivers - 19:58

Acquisition criteria - 25:29

Post acquisition - 29:55

Outlook - 32:28

Investment case - 33:14

Q&A with David Cicurel, CEO, Brad Ormsby, CFO

& Mark Lavelle, COO - 35:45

Judges Scientific plc is a United Kingdom-based company, which is engaged in the acquisition and development of a portfolio of scientific instrument businesses. The Company's activities are predominantly in or in support of the design and manufacture of scientific instruments. Its segments include Materials Sciences and Vacuum. Its subsidiaries include Armfield Limited, engaged in the design and marketing of engineering equipment and research instruments; Fire Testing Technology Limited, which is engaged in the design, manufacture and service of instruments that measure the reaction of various materials to fire; Scientifica Limited, which offers micropositioning equipment, microscopes and advanced imaging systems used in electrophysiology and neuroscience; Quorum Technologies Limited, which manufactures scientific instruments primarily used for electron microscopy sample preparation, and Sircal Instruments (UK) Limited, which designs, manufactures and distributes rare gas purifiers.

With Neal Gandhi, Oliver Rigby

A helpful overview of TPX which IPO'd December 2018. The overview by Neal and Ollie gives the purpose and vision for the company. The presentation by FutureGov, Human + & Greenshoot Labs, gives a sense of their acquisitions and the people behind them.

Introduction - 00:18

Financial highlights FY19 - 04:36

Sticky customers - 06:25

The team - 07:14

The history - 11:39

What clients want - 13:39

Companies in the group - 15:10

The sectors - 18:47

The services - 20:04

How TPX work - 21:52

The purpose - 22:50

Clients - 27:45

Key differentiators - 29:16

Growth strategy – 31:55

The M&A pipeline - 32:50

Group investments - 34:15

Financial summary - 36:28

Summary & outlook - 37:58

Q&A - 40:30

FutureGov, Dominic Campbell, CEO - 47:36

Human+, David Biden, CEO - 1:08:09

Greenshoot Labs, Ronald Ashri – Founder 01:20:45

Closing remarks, Neal Gandhi - 1:46:06

Panoply Holdings PLC is a United Kingdom-based technology services company. The Company operates through its subsidiaries, including Bene Agere Norden AS (Bene Agere), Manifesto Digital Limited (Manifesto Digital), Not Binary Limited (Not Binary) and Questers Global Group Limited (Questers). It operates through Experience, anything as a service (XaaS), Intelligence, Transformation and Automation segments. Bene Agere is a strategy and management consultancy business. Manifesto Digital is a digital experience agency. Not Binary is an information technology (IT) consultancy. Questers provides onshore and nearshore agile software development services. Not Binary is focused on software development and automation.

By Ory Weihs

Ory runs through the key highlights of the period, and growth initiatives going forward.

Introduction – 00:18

The business - 00:38

Key highlights - 01:24

Current trading - 02:15

Gambling Regulatory Summary - 03:00

Financial highlights - 06:40

Revenue diversification - 07:27

Income statement - 08:58

Cash Flow Statement - 09:24

Balance Sheet - 10:18

Growth strategy: personal finance; US gambling - 11:07

Growth initiatives - 13:00

Summary and Outlook - 13:45

XLMedia PLC is the United Kingdom-based online performance marketing company. The Company focuses on paying users from multiple online and mobile channels and directs them to online businesses who, in turn, convert such traffic into paying customers. The Company's segments include Publishing, Media and Partners Network. The Company owns over 2,000 informational Websites in approximately 20 languages. Its Media division acquires online and mobile advertising targeted at online traffic with the objective of directing it to its customers. It buys advertising space on search engines, Websites, mobile and social networks and places advertisement referring users to its customers Websites or to its own Websites. It manages marketing partners, whose role is to direct online traffic to its customers. Its partner program enables affiliates to have a single point of contact for directing traffic.

Biffa management outline their strategy. This 13 minute video covers the key themes: the I&C consolidation story, which was much talked about at the IPO. The energy from waste. And most exciting, the polymers business with its attractive returns. All divisions operate in a very strong market, driven by government policy and consumer interest.

Michael Topham, CEO

Outlines the day - 00:27

The Strategic Vision - 01:15

Jeff Anderson, COO, Collections

The Growth Opportunity in I&C - 03:19

Mick Davis, COO, Resources & Energy

Polymers - Leading in UK Plastic Recycling - 06:21

Mike Thair, Director of Business Development & Treatment

Developing Energy from Waste Infrastructure – 08:20

Richard Pike, CFO

Funding Biffa’s Sustainable Growth Platform – 09:30

What the analysts say - 11:30

Biffa plc is engaged in waste management business. The Company is engaged in collection, treatment, processing and disposal of waste and recyclable materials, as well as related work in the production and sale of energy derived from waste and the sale of recovered commodities, such as paper, glass, metals and plastic. Its Industrial & Commercial division provides a range of services to corporate, industrial, commercial and public sector customers, including waste collection, sorting services for the recovery of recyclable material and transfer of residual waste, and processing and organizing waste materials for energy recovery as refuse derived fuel. Its Municipal division offers household waste and recycling collection services. Its Resource Recovery & Treatment division focuses on the treatment, recycling and disposal of waste, including hazardous waste materials. Its Energy division includes the energy production operations from landfill gas and from anaerobic digestion processes.