piworld video investor podcasts

Zotefoams (ZTF) investor presentation at Mello London November 2018

By David Stirling, Group CEO

Zotefoams plc is a United Kingdom-based cellular material technology company. The Company is engaged in the manufacture and sale of cross-linked block foams. The Company's segments include Polyolefins, High-Performance Products (HPP) and MuCell Extrusion LLC (MEL). Polyolefins foams are made from olefinic homopolymer and copolymer resin. HPP foams include ZOTEK F foams and T-Tubes insulation, made from polyvinylidene fluoride (PVDF) fluoropolymer. Other products include foams made from polyamide (nylon) and PEBA. MEL licenses microcellular foam technology and sells related machinery. The Company offers a range of categories of products, such as AZOTE, including PLASTAZOTE, EVAZOTE and SUPAZOTE; ZOTEK, including ZOTEK F, ZOTEK N and ZOTEK PEBA, and T-FIT. Its products are used in a range of markets, including sports and leisure, packaging, transport, medical, Industrial, building and medical other construction, and other.

Overview of Zotefoams - 00:43

Products overview - 04:44

Clients and end users - 06:34

Current locations – 07:39

H1 2018 Segmental Overview - 08:28

Strategy - 09:38

Demand influenced by global megatrends - 10:43

Major investment history - 13:13

Global investment strategy - 14:24

Unique technology - 15:36

Financial highlights - 19:20

KPIs - 20:46

Revenue & profit momentum - 22:15

The Zotefoams investment case - 24:43

Common questions – 24:55

Q&A - 29:30

Downing Monthly Income Fund presentation at Mello London 2018

By James Lynch, Fund Manager

Covering the key points of the fund, and how they do it

• Top quartile yield: the fund is committed to providing a market and sector beating yield.

• High conviction portfolio: 30 – 40 holdings allow best ideas to drive performance.

• Risk-adjusted portfolio construction: with our bottom-up approach, we believe we have a full understanding of our investments. Strong balance sheets, good cash generation and efficient operations reduce risk.

• Value-led: we aim to buy businesses at attractive valuations, to improve returns and protect against downside risk.

• Multi-cap approach: the fund applies Downing’s small-cap expertise across a range of UK market capitalisations.

• Distributions: income is paid monthly.

Duke Royalty (DUKE) - 00:27

Downing Monthly Income Fund - 01:21

Market backdrop - 01:31

Philosophy - 05:16

The positions: Adept Technology (ADT) – 07:50

Photo-Me International (PHTM) - 11:19

Maintel Holdings (MAI) - 14:29

Lock‘nStore Group (LOK) - 17:14

Summary about Downing Monthly Income - 19:02

Q&A - 21:07

SigmaRoc (SRC) presentation at Mello November 2018

By Max Vermorken, CEO

SigmaRoc plc (SigmaRoc), formerly Messaging International plc, is a United Kingdom-based company that pursues a buy-and-build strategy in construction materials in the European market. The Company invests in and operates construction material assets. It seeks to create value by purchasing assets in fragmented construction materials markets and extracting efficiencies through active management and by forming the assets into larger groups. It targets both the up and down stream heavy construction materials sectors, such as operating assets, value added products and services, associated infrastructure and supply chain. Its subsidiaries include Ronez Limited, supplier of building materials and services in the Channel Islands; SigmaPPG, which has locations in London, the Midlands and the east of England, trading through its entities of Topcrete, and Poundfield Products Ltd.

Introduction - 00:17

Two business models for heavy construction materials - 01:02

SRC products, services and applications - 05:11

Operational highlights 2018 - 06:06

Financials H1 2018 - 07:26

What’s next? - 09:00

Investment summary - 12:40

Q&A – 13:18

SmartSpace Software Plc

By Frank Beechinor, CEO

Smartspace Software PLC, formerly RedstoneConnect PLC, is engaged in providing technology and services for smart buildings and commercial spaces through its core businesses, Redstone and Connect IB. The Company, through Redstone, provides a range of services, including design, build and installation; and software solutions. The managed services encompasses the provision of outsourcing services spanning network infrastructure management, smart buildings support services, desktop and data center support services and move, add and change services. Redstone offers OneSpace occupancy management product. The Company, through Connect IB, creates digital solutions. Connect IB develops and deploys applications, including those that address mapping and way finding of Smart Buildings and Smart Spaces, such as car parks or retail shopping centers. It serves customers of all sizes, including corporations, such as property developers, landlords and principal occupiers of commercial property.

Video overview - 00:22

SMRT history - 03:16

What SMRT do - 09:49

Clients – 13:34

Recent developments - 15:28

Financial highlights - 15:53

Growth by acquisition - 16:15

SwipedOn - 17:45

Summary – 23:07

Q&A – 26:04

Park Group (PARK) H1 2018 results and strategy presentation on 4th December 2018.

By Ian O’Doherty, CEO, Tim Clancy CFO & Stephen Miller, CIO

Park Group plc is a multi-retailer gift voucher and prepaid gift card business, which is engaged in delivering rewards and prepaid products to the consumers and corporates in the United Kingdom. The Company focuses on consumer prepayments and corporate reward and incentive programs. The Company's segments include consumer and corporate. The consumer segment includes the Company's sales to consumers, utilizing its Christmas savings offering. The corporate includes the Company's sales to businesses, offering primarily sales of the Love2shop voucher, flexecash cards and other retailer vouchers to businesses for use as staff rewards/incentives, marketing aids and prizes and all online sales. Love2shop is the multi-retailer gift voucher and prepaid gift card, accepted at over 140 retailers with approximately 20,000 stores in the United Kingdom. It offers flexecash, which is its information technology infrastructure. Its Park Christmas Savings Club operates through a network of agents.

H1 results presentation

Team introduction - 00:17

Ian O’Doherty, CEO

Context and objectives - 01:15

Financial highlights - 02:12

Operational highlights - 03:09

Tim Clancy CFO

Segmental overview - 04:42

IFRS 15 - 06:26

H1 financials incl IFRS 15 – 10:42

Billing by product category - 12:37

Billings by market - 14:29

Balance sheet - 16:30

Cash balance & cash flow - 17:30

FY guidance - 17:53

Ian O’Doherty, CEO

Summary & outlook - 18:55

New strategy presentation for Park Group

Ian O’Doherty, CEO

Context & objective - 19:41

The opportunity - 20:03

Overview of morning - 21:49

The analysis: the shape of the business - 22:04

The Market Landscape - 23:50

The four pillars of Park’s strategy - 37:09

Stephen Miller, CIO

Delivering the strategy through technology - 43:32

Tim Clancy CFO

Outcomes - 51:42

Financial implications - 52:47

Key benefits - 55:11

Ian O’Doherty, CEO

Summary - 56:14

Q&A – 57:48

Frontier Developments (FDEV) presentation at Mello November 2018

By Alex Bevis, CFO

Frontier Developments plc (‘Frontier’), is a world-class video game developer and publisher with multiple revenue generating franchises.

Founded in 1994 by David Braben, co-author of the seminal Elite (1984), Frontier achieved success as a work-for-hire games developer over a twenty year period, with a proven track record over a variety of genres and many platforms.

The rise of digital distribution was the catalyst to transition to a more profitable self-published model, and in 2013 Frontier supported the development of a self-published title, Elite Dangerous, through a combination of kickstarter funding and an IPO on AIM (FDEV).  Elite Dangerous launched in December 2014, followed by Planet Coaster in November 2016 and Jurassic World Evolution in June 2018.

Frontier is therefore well positioned having successfully launched three revenue generating game franchises.  The most recent, Jurassic World Evolution, achieved the biggest launch to date – 1 million units in just 5 weeks.  Frontier has a proven track record of sustaining and nurturing existing franchises to deliver multi-year revenues, with each new franchise release providing a step-up in overall financial performance.  Franchise four is now in full development and targeted for release in FY20, and two more new franchises are in earlier stages of development.

Frontier employs over 400 people in Cambridge and utilises its proprietary ‘COBRA’ game development technology to create innovative games, currently focusing on video game consoles and personal computers.  Revenue in FY18 (year ended 31 May 2018) was £34 million and analysts expectations for FY19 are £75-88 million.

Agenda – 00:30

FDEV overview – 0-:51

Our industry - 01:49

FDEV history to date - 04:32

Launching and sustaining a game franchise - 07:47

Financial performance with scale up of franchises - 12:17

Financial performance FY12 to FY22 - 13:54

Income statement – 15:28

Players in Games - 20:40

Future opportunities – 22:11

Summary and outlook – 25:15

Q&A - 25:49

Biome Technologies (BIOM) presentation at Mello London November 2018

By Paul Mines, CEO

Biome Technologies plc is a United Kingdom-based company engaged in the development of its business in bioplastics. The Company's operations are focused in two areas: Bioplastics and Radio Frequency (RF). The Company operates through three segments: Bioplastics, RF Technologies and Central costs. The Bioplastics division consists of Biome Bioplastics Limited and Aquasol Limited. The Bioplastics division supplies a range of bioplastic resins that replace existing oil based materials in a range of applications, such as flexible films, molded products, extruded sheets and food wraps. The RF Technologies division consists of Stanelco RF Technologies. RF Technologies division involves the design and manufacture of electrical/electronic systems based on advanced radio frequency technology. The Central costs division consists of senior management, corporate and administration functions, as well as facilities costs.

Introduction – 00:18

Overview - 01:05

Key data - 01:43

Biome Bioplastics - 02:22

The business – 09:24

Stanelco RF Technologies - 10:52

Growth potential - 14:05

Summary: investment proposition - 14:45

KPIs - 15:36

Q&A - 16:30

Further viewing explaining the plastic predicament: What’s wrong with plastic?

https://www.youtube.com/watch?v=iBcTWQCWn0E&feature=youtu.be

AdEPT Technology (ADT) presentation at Mello London, November 2018

By Ian Fishwick, CEO, Phil Race, Group Managing Director, John Swaite, FD

AdEPT Tehnology, formerly AdEPT Telecom plc, is engaged in providing managed services for information technology (IT), unified communications, connectivity and voice to over 100 Councils, NHS Trusts and other government bodies. The Company's segments are fixed line services (being calls and line rental services) and managed services (which are data connectivity, hardware services, IP telephony, support and maintenance services). It is engaged in the provision of voice and data communication services to both domestic and business customers. The Company offers technical and commercial options for onsite and cloud-based telephony. The Company serves approximately 20,000 commercial customers including worldwide and nationwide brand names.

Introduction, and opportunity to win a bottle of champagne! -00:22

ADT key fundamentals - 01:45

Strategy: Telecoms – unified comms – IT & hosting – 04:35

ADT by numbers - 10:13

KPIs: Product revenue - 12:33

KPIs: Customer sector – 14:14

Partners - 16:36

Accreditations & awards - 17:31

Interim results highlights (Sept 18) - 18:17

Latest update – acquisitions - 25:13

Q&A - 27:11

Design Group (IGR) H1 results (to 30th September 2018) given November 2018

By Paul Fineman, CEO & Giles Willits CFO

IG Design Group plc, formerly International Greetings plc, is engaged in the design, manufacture and distribution of gift packaging and greetings; stationery and creative play products, and design-led giftware. The Company's geographic segments include UK and Asia; Europe; USA, and Australia. The Company sells its products in over 150,000 stores across approximately 80 countries. It also offers a portfolio of licensed and customer bespoke products suitable for sale through multi channel distribution. The Company's products include crackers, pens and pencils, stickers, single cards and gift wrap. The Company offers its products under the brands A Star, B Stationery, Papercraft and Pepperpot. Its subsidiaries include Artwrap Pty Ltd, International Greetings UK Ltd, International Greetings USA, Inc, International Greetings Asia Ltd, The Huizhou Gift International Greetings Company Limited, Hoomark BV, Anchor International BV and Hoomark S.p.z.o.o.

Paul Fineman, CEO

Highlights H1 2018 - 00:17

Giles Willits CFO

Financial performance - 04:55

Managing our challenges - 15:15

Our future promises - 18:40

Paul Fineman, CEO

Future growth drivers - 20:06

Why invest? – 30:20

Q&A - 32:48

Codemasters interim results presentation for the 6 months ending 30th September 2018

By Frank Sagnier, CEO & Rashid Varachia, CFO

A United Kingdom-based video game developer and publisher. Through its subsidiary, The Codemasters Software Company Limited, the Company designs, develops and produces driving and racing games. The Company’s driving and racing games include DiRT, GRID, Micro Machines, ONRUSH and Formula 1 series of video games. It produces Formula One’s range of games for the Playstation 4 console.

Frank Sagnier, CEO

Introduction – 00:18

Highlights – 00:53

Rashid Varachia, CFO

Financials - 04:45

Frank Sagnier, CEO

Outlook for H2 - 11:15

CDM strategy - 14:50

Q&A – 26:15