piworld video investor podcasts

Xpediator (XPD) presentation at Mello Derby 2018 By Stephen Blyth CEO Introduction – 00:28 The board – 00:38 The business profile - 01:38 Pallets division – 03:21 Freight forwarding – 04:59 EshopWedrop - 05:55 Transport Services – 11:35 Logistics & warehousing – 13:35 Customer base & markets – 15:33 Growth strategy - 16:22 Investment proposition - 18:18 Q&A - 19:18

Adept (ADT) presentation at Mello Derby 2018 By Ian Fishwick (CEO) & John Swaite (CFO) Introduction – 00:18 Key fundamentals - 01:12 What Adept do – 04:18 Revenue & EBITDA - 05:20 Telecoms & IT - 06:12 Market size – 11:55 Group structure – 12:51 Key stats – 15:20 Acquisitions: Atomwide - 16:32 KPIs: revenue - 20:18 KPI: customer sector – 21:55 KPIs: EBITDA – 25:33 KPIs: Free cash flow - 26:45 KPIs: Leverage control – 27:53 KPIs: EPS - 29:25 KPIs: Dividend policy – 29:52 Q&A – 30:32

1pm (OPM) presentation at Mello Derby 2018 By Ian Smith, CEO Group overview – 00:35 Who 1pm are - 02:22 What 1pm provide – 04:17 Three operating divisions – 04:50 What 1pm do – 05:53 1pm’s history - 11:21 Group companies – 11:42 Management structure – 12:03 Major shareholders - 12:52 Competitors - 13:49 Track record 2014 to 2018 H1 - 15:18 Financial highlights - 16:26 Divisions – 17:06 Strategic plan 2014-18 - 19:34 Next phase of strategic growth - 20:53 Summary – 22:10 Q&A - 22:58

Impax Asset Management (IPX) ShareSoc Investor presentation, April 2018 Ian Simm, CEO Introduction 0:30 Investment management landscape & IPX – 1:36 IPX assets under management – 2:50 What is a sustainable global economy? - 3:38 IPX historic track record - 4:57 Drivers for environmental products & services - 5:32 Returns from specific environmental markets - 6:13 Offices and distribution partners - 6:45 Shareholder register - 7:19 2017 Business highlights - 8:30 2017 Financial highlights - 10:56 Acquisition of PaxWorld Management - 12:35 IPX group structure – 16:38 Future prospects - 16:57 Summary - 18:39 Q&A – 19:15

Miton Group (MGR) presented by David Barron, Chief Executive c. 30 mins Introduction by Gareth Evans, Progressive Equity Research – 0:18 About Miton Group plc - 01:42 Differentiation from peers – 03:30 Year end AuM by strategy – 04:23 Net flows by quarter – 06:35 2017 results highlights - 07:14 2017 results KPIs - 08:33 2017 financials – 11:05 Outlook - 13:20 Summary – 20:20 Q&A – 21:35

Benchmark Holdings (BMK) presentation at Progressive Equity Research – MHP – piworld investor event by Malcolm Pye CEO Mark Plampin CFO Introduction by Gareth Evans, Progressive Equity Research - 00:17 BMK’s vision - Malcolm Pye 01:51 BMK at a glance - 02:43 History – 03:28 Strategy - 05:15 What BMK do – 08.14 Pipeline of products - 12:47 Commercial success of pipeline – 14:34 Financials – Mark Plampin CFO – 16:12 Financial outlook – 23:55 Division outlook with EBITDA guidance - 27:15 Financial discipline – 28:52 Outlook – Malcolm Pye 31:15 Q&A – 33:40

Investor presentation by Paul Fineman (CEO) & Giles Willits (CFO) Introduction by Gareth Evans, Progressive Equity Research – 00:20 Video intro: What IG Design does - 01:58 What IGR does – Paul Fineman – 05:30 Key facts – 07:55 Diversity of the business - 09:28 Who IGR sell to - 11:35 What underpins IGR performance? - 13:25 Barriers to entry - 16:55 Achievements in 2017 - 17:35 A new initiative for 2018 - 21:05 Acquisition of Biscay Greetings - 21:50 Financials – Giles Willits - 22:37 IGR future promises – 30:03 Paul Fineman The challenges - 31:07 Why invest in IGR? - 35:05 Q&A – 37:20

Andrew Day (CEO) & David Broderick (CFO), present the Group's full year results to the 31st of December 2017. KWS video overview - 00:21 Andrew Day, CEO Introduction – 02:22 David Broderick, CFO Financials - 16:53 Andrew Day Strategy - 24:03 Q&A – 45:33

Wheelie helps us to cope with the ups and downs Pete’s moving tweet – 00:43 What was the catalyst for sending that tweet? - 01:12 Are people asking for investing help, or seeking help on broader issues? – 02:27 Are you looking to help emotionally or with practical help? – 03:14 Are people coming to you because they’ve lost a lot of money, or because they’re too scared to invest? - 04:57 What are the key issues you’re helping people with? - 07:05 How long do you spend on your own investing? - 11:58 How much money do you think you need to start investing? - 15:39 What’s your advice to people, with the recent volatility? – 17:43 Have you increased your cash position? - 22:45 What advice do you have for newbies, to cope with the volatility? - 23:51 And is that the advice your wiser older self would give to that younger self who lost 50% in 2000? - 24:23 What advise do you have for us all from all your mentoring? - 26:04 How do you build people’s confidence? - 28:50

Results presentation for year end 31st December 2017 by CEO Jack Cooney, EVP Sales Howard Hohmann and CFO John Yuncza. Followed by a lengthy Q&A. Jack Cooney, CEO Introduction – 00:17 Howard Hohmann, EVP Sales 2017 highlights – 1:24 Sales by territory – 2:38 Sales by product – 3:38 John Yuncza, CFO Financial highlights – 4:16 Operating results - 6:17 Balance sheet – 8:17 Cash flows - 8:40 Dividend policy – 9:03 US tax law changes - 9:47 Jack Cooney, CEO Current trading & outlook - 10:21 Q&A – 11:24 Discussion about the new vertical screeding product – 11:30 Dividend – 23:32 Marketing and development spend - 24:56 Chinese market - 26:20 India - 30:10 Share options - 32:35 Forward visibility - 33:15 Cyclical nature of construction industry - 34:39 Cash/debt position - 37:17 Weather & new tax rate - 38:32 Manufacturing flexibility - 39:25 Regional operation - 41:22 H2 weighting - 42:37 Outlook for 2018- 44:45 Europe - 46:10