piworld video investor podcasts

Forbidden Technologies (FBT) ShareSoc November presentation

By Ian McDonough, CEO & Stephen Streater, Director of R&D

Forbidden Technologies plc is a United Kingdom-based company engaged in the development and commercial exploitation of cloud-based video technology. The Company is engaged in developing cloud video platform used for its Forscene professional editing suite, its video social network, eva, and its online video editor, Captevate. The Company's products are delivered through an integrated Web-based platform. The Company's cloud-based technology and products enable news and sports broadcasters to get their Web and mobile highlights to markets; help post-production and broadcast clients; allow brands, influencers and celebrities to access audiences and their authentic content, and allow consumers to edit and share video in a new way. Forbidden Technologies Inc is the subsidiary of the Company.

Ian McDonough, CEO

Introduction – 00:20

The market – 01:00

Blackbird - 03:58

FBT’s evolution - 05:29

What customer’s say - 08:48

H1 2018 financial highlights - 09:48

Operational highlights - 10:40

Stephen Streater, Director of R&D

Blackbird developments - 12:35

Blackbird demo - 14:18

Ian McDonough, CEO

Investment case summary - 21:40

Q&A – 22:45

Creightons (CRL) H1 (for period to 30.11.18) results presentation given 23.11.18

By Bernard Johnson, Group Managing Director,

Paul Forster, Group Finance/Commercial Director

Pippa Clark, Global Marketing Director

Creightons plc is engaged in the development, marketing and manufacture of toiletries and fragrances. The Company operates through three business streams: private label business, contract manufacturing business and branded business. Its private label business focuses on private label products for high street retailers and supermarket chains. Its contract manufacturing business develops and manufactures products on behalf of third party brand owners. Its branded business develops, markets, sells and distributes products it has developed and owns the rights to. Its product portfolio includes bath and shower care, haircare, body care, baby and maternity, and fragrances, among others. Its services include market analysis, creative concept generation, product development, brand development, manufacturing and logistics. Its brands include Frizz No More, Volume Pro, Argan Body, Argan Smooth, Keratin Pro, Perfect Hair, Bronze Ambition, Sunshine Blonde, Beautiful Brunette and Just Hair.

Bernard Johnson, Gp Managing Director

Introduction – 00:18

Paul Forster – Gp Finance/Commercial Director

Financial overview - 03:02

Operational overview - 11:22

Pippa Clark, Global Marketing Director

The Market - 14:34

Division performance - 17:33

Order book - 18:34

Key business drivers - 19:15

Brand development - 21:35

Looking forward - 24:08

Bernard Johnson, Gp Managing Director

Summary - 28:03

Q&A - 32:55

Charles Stanley (CAY) H1 results to 30th September 2018

By Paul Abberley, CEO & Ben Money-Coutts, CFO

Charles Stanley Group PLC is an investment company. The Company provides investment management services, financial planning and pension administration. The Company's segments are Investment Management Services, Asset Management, Financial Planning, Charles Stanley Direct and Support functions. The Investment Management Services division provides personal investment services to individuals, companies, trusts and charities and includes platform dealing, custody and self-invested personal pension (SIPP) and individual savings account (ISA) administration services. The Asset Management division provides specialist asset management services, through its range of pooled funds, active and passive model portfolios, inheritance tax (IHT) services and investment research to the Investment Management Services division and clients. The Financial Planning division provides financial planning and advice. Charles Stanley Direct provides direct-to-client online dealing and fund broking services.

Paul Abberley, CEO

Overview – 00:21

Ben Money-Coutts, CFO

Financial overview – 00:59

Dividend – 05:38

Paul Abberley, CEO

Strategy update - 06:04

Outlook - 07:13

Entertainment One CEO Darren Throop and CFO Joe Sparacio present the Group's interim results for the period ending 30th September 2018.

Darren Throop, CEO

Introduction - 00:20

Business review - 00:33

Joe Sparacio, CFO

Financial Highlights - 17:17

Outlook & summary- 25:38

Q&A - 28:33

Entertainment One CEO Darren Throop talks about the groups' interim results to 30th September 2018.

Business Performance in the period -  00-18

Family and Brands: going from strength to strength - 00:41

Film & TV: positioned for growing demand -  01:15

Summary & Outlook - 02:13

Downing Strategic Micro Cap IT (DSM IT) has taken a stake in Duke Royalty.

Duke Royalty Limited (DUKE) is a Guernsey-based diversified royalty investment company. The Company specializes in diversified royalty financing and provides alternative capital solutions to a diversified range of businesses in Europe and abroad. The Company’s investment policy is to invest in, without limitation and restrictions (including geographical restrictions), long-term, revenue-based royalties in private and/or public companies, and or other alternative asset classes and/or financing instruments from time to time that bear similar risk and return characteristics. The Company provides financing solutions to private companies that are in need of capital but whose owners wish to maintain equity control of their business. It provides capital to companies in exchange for rights to a small percentage of future revenues.

Here’s what James Lynch, Fund Manager at DSM IT, says about DUKE, and why they have added DUKE to their portfolio.

Further, you can see DUKE present at Mello London.

What DUKE do - 00:20

Why it’s unique? – 00:38

Risk adjusted return - 01:16

Volex (VLX): investment case by Nick Hawthorn, Downing Strategic Micro-Cap Investment Trust.

Volex represents 10.5% of the Trust. It was introduced to the portfolio May 2018, through the opportunity of a £36m institutional placing. Here Investment Manager, Nick Hawthorn outlines the investment case.

ZOO Digital (ZOO) Interim Results for the 6 months ending 30th September 2018 by Stuart Green, CEO & Phil Blundell, CFO

ZOO Digital Group plc is a holding company. The Company's principal activities include provision of a range of services to allow television and movie content to be subtitled in any language and prepared for sale with online retailers, and research and development of productivity software in those areas. The Company operates through two segments: Software solutions, which includes development, consultancy and software sales, and Media production, which includes localization and design. The Company offers services, including subtitling, captioning, dubbing and digital distribution. The Company offers services through its cloud computing platforms, including ZOOsubs, which offers subtitling and captioning services; ZOOcore, which is a workflow management platform; ZOOstudio, which is a self-service distribution platform for ordering, tracking and delivering digital content packages, and ZOOdubs, which is a dubbing process management platform.

Stuart Green, CEO

ZOO at a glance - 00:23

Phil Blundell, CFO

Financial highlights – 02:00

Segmental analysis - 03:46

Stuart Green, CEO

Operational Highlights – 06:35

Growth strategy & Progress

• Innovation - 12:46

• Scale – 23:09

• Affiliates – 24:02

• Partnerships - 24:52

Consumer Market Trends - 25:47

Growth potential - 27:35

Competitive environment - 28:11

Competitive advantage - 31:30

Barriers to Entry - 33:52

Outlook – 35:46

Investment summary - 36:17

Q&A – 37:23

Castleton Technology (CTP) CEO Dean Dickinson and CFO Haywood Chapman, talk about the Group's interim results for the 6 months to 30th September 2018.

Introduction - 00:21

Financial highlights - 0:48

Cross-selling - 02:02

Progress - 02:23

Outlook - 5:30

Stephen English, CFA, Blankstone Sington at Mello South, June 2018. Presenting:

Performance enhancers for your portfolio (plus other musings).

This is the calibre of Keynote Speakers at Mello.

Mello London (26/27th November), is two days of similar Keynote speakers including Lord Lee of Trafford, Judith MacKenzie, Downing, Paul Scott and Graham Neary, plus a wide selection of interesting small cap companies, alongside Stockopedia, ShareSoc and other supporters of the investing community.

A punchy presentation by Stephen outline key parts of his investment philosophy. What works? How does he make money for his clients? Thinking ahead. The psychology of investing. A check list of key criteria to look for in our own stock picking. Finally leaving us with a reading list, and recommended podcasts.

Introduction: Who is Stephen? What does he do? - 00:28

Stephen’s investing style - 01:15 (Watch the fox in the background!)

Dividends and Price/Earnings – 03:30

Stephen’s creed - 09:39

Investment process - 13:08

A tripartite Approach (qualitative, quantitive, psychological) - 23:28

Growth or Value – a false dichotomy -26:14

Performance enhancing strategies - 27:22

IPOs – 43:15

Stock example: AlphaFX - 44:07

Learning what can’t be taught - 45:10

Questions for management - 45:53

Blankstone Sington IHT portfolio performance - 46:43

Recommended reading/listening - 47:45

Summary - 49:58

Q&A – 51:00