piworld video investor podcasts

Miton Group plc is an investment management company. The Company provides fund management services. Its funds are invested in a range of asset classes under various investment mandates, including multi-asset, equity and portfolios of collective investment schemes.

Here David Barron, CEO, gives an overview of H1 2018 results, for the period ended 30th June 2018.

Financial highlights – 00:21

Growth drivers – 01:14

The outlook – 02:17

Somero Enterprises is a manufacturer of laser-guided equipment. The Company's equipment automates the process of spreading and levelling volumes of concrete for commercial flooring and other horizontal surfaces, such as paved parking lots in North America.

Here, Howard Hohman, Exec Vice President and John Yuncza, CFO present the very positive H1 results, (for period to 30.6.18).

Howard Hohman

Introduction and summary of results - 00:20

Sales by territory - 00:45

Sales by product - 03:55

John Yuncza

Financials - 06:26

Current trading and outlook - 13:47

Howard Hohman

Strategy update - 17:29

Q&A: 21:28

Judges Scientific CEO David Cicurel and CFO Brad Ormsby present the Group’s interim results for the 6 months ending 30th June 2018.

David Cicurel, CEO

Introduction to JDG – 00:18

The Judges group – 02:13

Results key messages – 03:45

Brad Ormsby, CFO

Financial highlights – 05:23

Performance – 07:26

Order intake – 08:29

Revenue summary – 10:22

Profit bridge – 11:29

Balance sheet & cash flow- 12:25

ROTIC – 13:27

Diversification – 14:45

Financial history – 15:20

David Cicurel, CEO

Growth strategy – 16:45

Acquisitions – 26:51

Outlook – 30:06

Investment case – 32:43

Q&A – 34:29

Andrew Day, CEO, & David Broderick, CFO, present Keywords Studios (KWS) H1 results to 30th June 18, at the analyst presentation on 18th September 2018.

Andrew Day, CEO

Achievements in 2018 so far - 00:25

The video games market - 06:28

KWS – video games lifecycle - 08:50

KWS revenue by services - 09:41

KWS geographic spread - 11:00

KWS clients - 12:03

KWS diversified growth - 13:22

David Broderick, CFO

Financial overview - 14:33

H2 guidance - 22:01

Andrew Day, CEO

Delivering on strategy - 23:14

Performance by service line - 25:25

KWS growth opportunities - 30:19

Acquisition strategy - 36:48

Managing growth - 38:21

Outlook - 40:22

Investment summary - 42:55

Q&A – 43:30

Trakm8 Strategy presentation September 2018 (given at the AGM)

John Watkins, Executive Chairman

Introduction, mission statement & values – 00:17

John Furber, Group Finance Director

Operational highlights of the year - 01:23

Financial highlights - 06:22

Transition to pure Telematics Provider - 10:56

Growth dynamics - 12:22

Recurring revenues - 14:37

Adj PTP tax bridge - 16:20

Cash generated from operations & debt bridge - 21:20

TRAK strategy for growth - 23:40

Mark Watkins, Chief Operating Officer

Operational Efficiency Strategy – 24:48

World Leading Technology Strategy – 28:30

The solutions: i. Trakm8 Prime – 30:08

ii. Data enrichment with video – incl. video demo – 30:56

iii. Insight - 30:05

John Watkins, Executive Chairman

Increasing market share strategy – 39:10

Ambition to have 1m connections by 2020 and capacity – 39:47

Why does 1m connections matter? (Margins, R&D & marketing spend, cash & working capital) - 42:07

Big ambition – what we propose to do – 44:44

Summary – 48:29

Q&A – 49:09

In context of 1m connection targets could you talk about your market share & competitive landscape? – 49:10

Would you put your broker forecasts on your website? – 50:19

Will R&D tax credits change with your new business strategy? – 51:38

Are there any further payments due, related to previous acquisitions? - 52:50

Why do you have to manufacture? - 53:09

How much work have you done on the needs eg. translation, to develop International sales? – 55:14

What’s the plan for electric vehicles and driverless cars? - 56:41

Do you buy in your cameras from eg. Seeing Machines? – 58:13

How many competitors like Seeing Machines are in your market? – 58:43

1pm CEO Ian Smith and CFO James Roberts talk about the Group’s full year results to the 31st May 2018.

Introduction – 00:21

Trading conditions – 01:40

Financial highlights – 03:13

Strategy – 05:50

New business – 06:57

Continuing performance – 09:38

Continued expansion – 11:21

Outlook – 12:19

The Property Franchise Group's CEO Ian Wilson talks about the Group's interim results for the period ending 30th June 2018

Introduction to The Property Franchise Group - 00:21

Results highlights - 01:24

The Market - 03:10

EweMove - 07:00

Outlook - 08:20

Presented by Judith Mackenzie, Head of Public Equity at Downing LLP with Nick Hawthorn and James Lynch.

Disclaimer – 00:06

Hugh Aldous, Chairman, opening remarks – 00:17

Judith MacKenzie, Lead Fund Manager, introduction – 00:32

Annual review - 03:18

The micro-cap market - 04:43

The team - 05:34

Portfolio review – 06:10

Real Good Food - 07:17

Gama Aviation (presented by Nick Hawthorn) - 16:34

AdEPT (presented by James Lynch) - 23:38

Hargreaves Services - 31:57

Q&A – 35:00

Synetics - 40:30

Summary - 42:28

Hugh Aldous, Chairman, closing remarks - 44:37

Beeks Financial Cloud (BKS) results presentation for the full year ending 30th June 2018 by CEO Gordon McArthur and CFO Simon Goulding.

Audio & slides only

Gordon MacArthur, CEO

Introduction - 00:17

What Beeks Financial Cloud does – 01:05

Global footprint - 03:00

Simon Goulding, CFO

Financial highlights - 04:50

Income statement - 07:38

Balance sheet - 08:17

Cash flow- 09:13

Capital expenditure - 10:25

Gross profit - 12:31

Sales – 14:15

Free cashflow - 16:55

Growth strategy - 17:55

Market opportunity - 23:40

Strategic priorities - 31:19

Summary & outlook - 41:57

piworld investor interview with John Conoley, Executive Chairman, eServGlobal

eServGlobal has two parts to the business, can you explain what each does? - 00:22

Can you tell me more about HomeSend? – 02:18

Did HomeSend come out of ESG and mobile money transfer within ESG? – 03:05

What’s the size of the global money transfer market? – 04:01

What does HomeSend offer that legacy systems don’t offer? - 05:34

Is it the technology that’s different from legacy systems? – 07:16

Can you tell us more about the core business? - 08:20

When do you see it (the core business) returning to breakeven? – 09:20

Is the 50% recurring revenue what we should continue to expect? - 10:19

How did you (John) originally get involved (with ESG)? – 11:07

Which regions are the predominant regions (for ESG)? - 12:23

Are there risks in these regions? - 13:42

What are your aspirations for ESG in the short and medium term? - 14:20

How long does it take for a signed up back to start making transactions? - 15:49

For HomeSend is it labour intensive to on-board banks, or just switching a switch? – 17:34

On the core business, you mentioned corporate activity, can you say more? – 18:00

What should investors look forward to for the rest of the year? – 19:20

How will we know we’re really getting traction with the banks? – 20:00