piworld video investor podcasts

piworld's Tamzin Freeman interviews Reg Hoare about the role of the Financial PR.

Reg’s background: Reg joined MHP in 2010 and has over 30 years City experience, initially gained with 11 years in investment banking and securities, principally at SG Warburg and Nomura. He switched to financial PR in 1995, and specialises in advising mid market companies, from FTSE 250 to AIM 100 across a number of sectors, and has a long track record of advising in complex situations including IPOs, fund raisings, M&A, crises and restructurings. He also served for 8 years as a Board member of the Investor Relations Society, Europe's leading body for investor relations practitioners.

Reg’s background and how he got into financial PR – 00:39

What is the role of the financial PR? - 02:53

What makes a good RNS? – 05:49

Why companies don’t put the consensus forecasts on their website? - 07:15

What notice do you have of the good news, or bad news, of a trading update? - 08:43

Profit warnings - 09:56

What’s the biggest challenge for the PR? - 13:31

As a PR, how do you feel about the retail investor? - 15:21

How do you gear a comms strategy to include the retail investor? – 17:00

The regulation that the companies have to adhere to? - 18:24

Has MiFIDII affected you, as a financial PR? - 23:14

How has the PR function changed over the period? - 26:13

How has the proliferation of media affected you? - 29:50

As a PR, what are the constraints for you as a private investor? – 32:04

If you weren’t a financial PR, what would you do? - 34:35

1pm CEO, Ian Smith, and CFO, James Roberts talk about the group’s interim results for the six months ended 30th November 2018.

1pm plc is a holding company. The Company provides financial services to the United Kingdom businesses. The Company finances a range of business assets to small and medium sized enterprises (SMEs). The Company offers small business loans, lease finance and hire purchase. The Company's leasing portfolio consists of a mixture of sectors and assets, such as garages, cleaners, fish and chip shops, and beauty salons. The Company offers equipment finance and hire purchase finance for various assets, such as Beauty equipment; Cleaning equipment; Manufacturing equipment; Medical equipment; Gym equipment; Catering/kitchen equipment; Restaurant/cafe/pub equipment; Copiers, faxes, scanners, projectors and printers; Security systems; Construction equipment; Furniture; Computers/Servers and hardware, and Telecoms equipment. The 1pm SME loan product is available to various businesses. The money borrowed can be used for various purposes, such as Audit fees, cash flow and Website design.

Introduction – 00:20

Financial highlights – 01:33

Investing in key capabilities – 04:01

Funding - 04:58

Trading conditions – 06:22

IFRS9 adoption – 07:59

Interim dividend – 08:48

Strategy – 09:40

Outlook – 10:37

By Neil Sinclair, Chief Executive

Stephen Silvester, Finance Director

Richard Starr, Executive Director

Palace Capital plc is a property investment company. The Company invests in commercial real estate in the United Kingdom. The Company's property portfolio includes investment properties located throughout England, predominantly regional investments outside London and consists of a diverse portfolio of commercial buildings. The Company's properties include Hudson House, York; Fraser House, Staines, and Midsummer Boulevard, Milton Keynes. The Company invests in a range of sectors, such as leisure, auto, legal, hotels, retail, health, research and development, and car parking. The Company's subsidiaries include Palace Capital (Leeds) Limited, Palace Capital (Northampton) Limited, Palace Capital (Properties) Limited, Palace Capital (Developments) Limited, Palace Capital (Halifax) Limited and Property Investment Holdings Limited.

Introduction - 00:19

Investment case - 00:41

Regional UK commercial property market - 01:09

Track record of outperforming in UK Real Estate - 02:12

HY19 Sept 2018 highlights - 03:20

The financials - 04:24

The UK property market - 08:09

Permitted development impact on regional office stock - 08:59

Urbanisation & connectivity - 09:42

Portfolio overview - 10:29

Outlook - 16:00

eServGlobal (ESG) presentation at Mello London 2018

by John Conoley, Executive Chairman

eServGlobal Limited is a provider of mobile financial technology, offering mobile money solutions. The Company covers a spectrum of mobile financial services, including mobile wallet, mobile commerce, analytics, advanced recharge, promotions and agent management. The Company is engaged in the provision of telecommunications software solutions to mobile and financial service providers on a global basis. The Company's solutions include Mobile Money, Remittance and Recharge. The Company's PayMobile platform is an end-to-end solution for mobile money and mobile financial services. PayMobile is a recharge solution, which includes a featured prepaid account recharge solution. The Company's Remittance solution allows sending money. The PayMobile interfaces with the HomeSend global payments hub. The HomeSend is a solution, which enables cross-border transfer between mobile money accounts, payment cards, bank accounts or cash outlets.

Introduction - 00:17

The two businesses - 01:05

The core business - 02:13

HomeSend - 03:20

Recent fundraise - 07:50

Newflow - 13:45

Typical finTechs - 15:40

Q&A - 20:34

John Rosier: reflections on 2018

John Rosier, a full time private investor with over 30 years’ investment experience and a regular contributor to the Investors Chronicle magazine.

John runs a website, which is a journal of two live portfolios. It reports on the progress, explains the rational behind each investment decision and comments on latest company news, portfolio strategy, topical issues and performance. http://johnsinvestmentchronicle.com

John’s background – 00:30

How’s the last year been? – 02:02

What have you learnt from the profit warnings? - 03:30

What are your views on the tricky market? - 09:13

What are your methods to remain balanced with a profit warning? – 14:08

What’s your cash position? - 16:37

The power of dividends – 18:00

What are you looking to buy? – 19:00

Where do you see the market going forward? - 25:00

John mentions our Duke Royalty video, this can be seen here: https://www.youtube.com/watch?v=rmbw5Lqq0N4

Mello London 2018 … a two minutes whistle stop tour of Mello London.

Find all the companies who were recorded here: https://www.piworld.co.uk/category/mello/

The next Mello Event will be 16th & 17th May 2019, more details will be posted here (in due course): http://melloevents.com

Shield Therapeutics (STX) presentation at Mello London 2018

By Tim Watts, CFO

Shield Therapeutics PLC is a specialty pharmaceutical company focused on the development and commercialisation of late-stage, hospital-focused pharmaceuticals. The Company's product, Feraccru, is an oral treatment for iron deficiency anaemia (IDA) in patients for whom intravenous iron or blood transfusions is needed. It also has a pipeline of over three prescription pharmaceutical assets, including PT20, PT30 and PT40. PT20, which is in Phase II clinical trials, is used as a treatment for hypophosphatemia. PT30, which indicates advanced intravenous (IV) iron formulation, is in pre-clinical stage. Its PT40, which indicates generic IV iron formulation, is in pre-clinical trials. Feraccru, which indicates IDA in chronic kidney disease (CKD) and inflammatory bowel disease (IBD), is in Phase III clinical trials. Its other indications for Feraccru are in Phase II clinical trials.

Introduction - 00:17

Iron deficiency and Feraccru - 01:56

Norgine licence headlines - 11:28

USA - 14:00

Financial – 15:15

Management team - 15:47

Anticipated news flow - 17:00

Key messages and investment highlights - 18:12

Minds + Machines (MMX) presentation at Mello London November 2018

By Toby Hall, CEO

Minds + Machines Group Limited and its subsidiaries own and operate a portfolio of generic top-level domain assets (gTLDs). The Company operates in the domain name industry and provides end-to-end domain services. Its segments include Registry ownership (Registry), including applicant of top level domain name from Internet Corporation for Assigned Names and Numbers (ICANN) and wholesaler of domain names of those top level domain names; Registry service provider (RSP) and consulting services (segment B), which includes back end service provider for a registry, and Registrar (Registrar), which includes retailer of domain names. Its portfolio is focused around geographic domains, such as .london, .boston, .miami and .bayern; professional occupations, such as .law, .abogado and .dds; consumer interests, including .fashion, .wedding and .vip; lifestyle, including .fit, .surf and .yoga; outdoor activities, such as .fishing, .garden and .horse, and generic names, such as .work and .casa.

MMX at a glance - 01:10

MMX portfolio - 04:53

The turnaround - 07:23

Global sales channel - 12:20

Growing registration & recurring revenue - 13:20

Ongoing strategy - 16:33

Organic growth - 19:57

Portfolio management - 27:27

Innovation: the digital identifier universe - 30:16

Blockchain: .luxe - 31:32

MMX investment case - 35:05

Summary - 37:11

T Clarke (CTO) presentation at Mello November 2018 By Mark Lawrence, CEO and Trevor Mitchell, Group FD.

TClarke plc is a United Kingdom-based building services company, which delivers electrical, mechanical, and information and communications technology (ICT) services. The Company provides electrical and mechanical contracting and related services to the construction industry and end users. Its geographical segments include London and South East, Central and South West, the North and Scotland. The Company's businesses include Intelligent Buildings Green Technologies, Facilities Management, Transport, Mission Critical, Manufacturing Services, Residential & Hotels, M&E Contracting and Design & Build. The Company within its M&E contracting business has capabilities in sectors, including commercial offices, retail, education, healthcare, financial services and media. Its Manufacturing Services business includes in-house precision prefabrication and engineering services. Its projects include Beckley Court, Chiswick Park, Kettering Hospital, Project Nova, Mitie Care Home and Rathbone Square.

Introductory video to T Clarke - 00:18

Mark Lawrence, Group CEO and Trevor Mitchell, Group FD - 02:15

What we do - 03:06

Target markets and customer relationships - 05:34

Financial highlights - 08:06

Investment case – 11:00

Risk management - 14:05

Market sectors - 19:28

Summary - 27:19

Q&A – 28:33

Eagle Eye (EYE) Capital Markets Day 22.11.18

Eagle Eye Solutions Group plc is a software as a solution (SaaS) technology company. The Company is engaged in the marketing, validation and redemption of digital promotions in real-time for the grocery, retail and hospitality industries. The Company's software platform, Eagle Eye AIR, integrates with all existing point of sale (POS) systems and creates digital offers, rewards and vouchers then delivers them to customers by e-mail, text or through a loyalty application for instant redemption. Eagle Eye AIR enables brands and merchants to set up targeted campaigns, choosing various media channels to reach specific demographics. Eagle Eye AIR captures real-time data on consumer activity and campaign success. Eagle Eye Promote is a rules-based platform for brands and retailers, which creates, builds and manages their promotional campaigns. Eagle Eye Gift allows tracking of gift vouchers, including redemption data. Eagle Eye Reward supports and enables the digitization of loyalty schemes.

Introduction, Malcolm Wall, Chairman - 00:17

Market update, Tim Mason, CEO - 02:15

Product innovation, Steve Rothwell, CTO - 12:53

The Eagle Eye App in F&B, Sarah Jarvis, Sen Solutions Consultant – Loyalty - 15:17

How do customers win? Rich Millington, Head of Product – 23:10

Organised for growth, David Aylmer, COO – 29:55

Our work with Loblaw, Steve Rothwell, CTO - 32:43

Business update, Lucy Sharman-Mundy, CFO – 34:55

Four pillar growth strategy, Tim Mason, CEO - 43:26

Q&A - 46:35