piworld video investor podcasts

NWF CEO Richard Whiting and Group FD Chris Belsham, present the Group's full year results to 31st May 2019.

Richard Whiting, CEO

Introduction - 00:18

Results summary - 00:28

Fuels highlights - 01:22

Food highlights - 02:19

Feeds highlights - 02:50

Chris Belsham, Group FD

Financial highlights - 03:43

Income statement - 03:48

Balance Sheet - 05:16

Pension - 05:40

Net debt - 06:09

Richard Whiting, CEO

Development strategy - 06:55

Fuels strategy - 07:41

Summary & outlook - 09:51

NWF Group plc is engaged in the manufacture and sale of animal feeds, the sale and distribution of fuel oils, and the warehousing and distribution of ambient groceries. The Company operates through three segments: Feeds, Food and Fuels. The Feeds segment is engaged in the manufacture and sale of animal feeds and other agricultural products. The Food segment is engaged in warehousing and distribution of clients' ambient grocery and other products to supermarket and other retail distribution centers. The Fuels segment is engaged in the sale and distribution of domestic heating, industrial and road fuels. The Company's subsidiary, Boughey Distribution Limited, is engaged in warehousing and food distribution. Its subsidiaries, NWF Agriculture Limited, S.C. Feeds Limited, New Breed (UK) Limited and Jim Peet (Agriculture) Limited, are engaged in animal feedstuffs and seeds supply. Its subsidiaries, NWF Fuels Limited and Staffordshire Fuels Limited, are engaged in fuel distribution.

CEO Mark Dorman and CFO Alex Smith present the company’s half year results for the six months ending 31st May 2019.

Mark Dorman, CEO

Introduction – 00:18

Alex Smith, CFO

Performance – 01:04

Mark Dorman, CEO

Strategy & business overview – 12:42

Q&A – 22:57

SThree plc is an international staffing company, which provides specialist recruitment services in the science, technology, engineering and mathematics (STEM) industries. The Company provides permanent and contract staff to sectors, including information and communication technology (ICT), banking and finance, life sciences, engineering and energy. The Company's segments include the United Kingdom & Ireland (UK&I), Continental Europe, the USA, and Asia Pacific & Middle East (APAC & ME). The Company's recruitment brands include Computer Futures, Progressive Recruitment, Huxley and Real Staffing. The Company's other brands include Global Enterprise Partners, Hyden, JP Gray, Madison Black, Newington International and Orgtel. The Company delivers contract, permanent, projects, retained and executive search recruitment solutions. Its support and mobility services offer contracting, relocation and relevant visa support. It provides resources to support its brands with contractor services.

CEO Mark Dorman and CFO Alex Smith talk about the company's half year results for the six months ending 31st May 2019.

Mark Dorman, CEO

Introduction - 00:21

Alex Smith, CFO

Financial highlights - 01:16

Why focus on contract? - 02:50

Support relocation success - 04:18

Non financial KPI's 04:33

Mark Dorman, CEO

Market drivers - 05:35

Outlook - 06:41

SThree plc is an international staffing company, which provides specialist recruitment services in the science, technology, engineering and mathematics (STEM) industries. The Company provides permanent and contract staff to sectors, including information and communication technology (ICT), banking and finance, life sciences, engineering and energy. The Company's segments include the United Kingdom & Ireland (UK&I), Continental Europe, the USA, and Asia Pacific & Middle East (APAC & ME). The Company's recruitment brands include Computer Futures, Progressive Recruitment, Huxley and Real Staffing. The Company's other brands include Global Enterprise Partners, Hyden, JP Gray, Madison Black, Newington International and Orgtel. The Company delivers contract, permanent, projects, retained and executive search recruitment solutions. Its support and mobility services offer contracting, relocation and relevant visa support. It provides resources to support its brands with contractor services.

By Nicky Foulston, CEO

Introduction & Nicky’s background - 00:18

Summary - 04:34

Growth strategy - 07:41

Financial highlights - 10:34

Legal services market - 14:36

Peer group metrics - 15:53

Remuneration - 17:10

Litigation funding - 22:03

Dividends & M&A - 28:16

Outlook - 28:45

Q&A - 29:33

Rosenblatt Group PLC is a United Kingdom-based company that provides a range of legal services to the businesses. The Company’s services include banking and finance, construction and projects, corporate, dispute resolution, employment services, financial services, insolvent person (IP)/ technology/media, real estate, regulatory and funds, and tax services. It offers advisory services on the tax implications of company acquisitions and sales, restructurings and reorganizations, joint ventures and capital-raising activities. It offers dispute resolution services, such as fraud, professional negligence, defamation, corporate insolvency/shareholder disputes, intellectual estate, media and banking (including claims related to mis-selling and interest rate swaps). It serves banks, brokers, institutional investors, sovereign and private equity funds, payment service providers, e-money institutions and e-commerce companies.

Downing: Income and Growth

By James Lynch, Fund Manager, Downing & Ian Fishwick, Chairman, AdEPT Technology

James Lynch, Fund Manager, Downing

Introduction - 00:28

Market opportunities: small cap v large cap - 01:23

DiscoverIE – 03:05

AdEPT Technology - 07:34

Ian Fishwick, Chairman, ADT

ADT Key Fundamentals - 08:28

ADT Strategy - 10:18

ADT Sectors - 13:10

ADT KPIs - 14:56

ADT Acquisitions - 18:44

James Lynch, Fund Manager, Downing

AdEPT mispriced - 19:44

Ramsdens - 21:03

Ian Fishwick, Chairman, ADT

M&A v organic growth - 27:57

Share buybacks - 32:36

Q&A - 34:25

James Lynch: James joined Downing in February 2012 as part of the Private Equity team, gaining transaction experience in the SME space across a range of industries before transferring to Downing Public Equity in 2013. Prior to Downing, James worked within the asset management division of Ernst & Young after specialising in smaller companies at HW Fisher & Company. James is a CFA Charterholder, Chartered Accountant (ACA) and holds the Investment Management Certificate. James manages the MI Downing Monthly Income Fund and co-manages the Downing Strategic Micro-Cap Investment Trust.

AdEPT Technology Group plc, 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

by CEO Dean Dickinson and CFO Haywood Chapman.

Introduction – 00:18

Financial highlights – 0:46

Progress – 01:52

Acquisitions – 04:29

Outlook – 05:34

Castleton Technology plc, formerly Redstone PLC, is an investment holding company. The Company is engaged in providing software and managed services to the public and not-for-profit sectors, mainly the social housing sector. Its segments include Managed Services, which consists of Castleton Managed Services Limited and Keylogic Limited, and Software Solutions, which consists of the results of Castleton Software Solutions Limited, Kypera Limited and Kypera Pty. It offers KYPERA FINANCIALS, a finance solution, which uses a single ledger format; EDRM, which is an electronic document and records management system that allows organization to manage its documents and supporting information; P2P, which manages repairs and non-repairs processes and integrates finance and repairs system; AGILE, OPUS SERVICE CHARGES and MANAGED SERVICES. Its subsidiaries include Castleton Technology Intermediate Holding Company Limited, Castleton Group Holdings Limited and Castleton Information Group Limited.

By Frank Sagnier, CEO & Rashid Varachia, CFO

Intro video - 00:18

Frank Sagnier, CEO

Key highlights - 01:33

Digital sales - 07:00

The market - 13:55

Rashid Varachia, CFO

Financial overview – 17:55

Frank Sagnier, CEO

Looking ahead - 31:08

Summary - 44:39

Codemasters Group Holdings PLC, formerly Codemasters Group Holdings Limited, is 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 videogames. It produces Formula One’s range of games for the Playstation 4 console.

A comprehensive overview of FY19 results. *To get an introduction to CTP see links below.

Dean Dickinson CEO

Overview of FY19 results – 00:18

Castleton Community Solution for smaller HAs - 03:14

CTP solution set - 04:13

The market opportunity - 07:29

Case study - 08:45

Haywood Chapman CFO

Financial highlights - 11:17

Contracted backlog & recurring revenue - 13:00

Traction on cross sell - 14:16

Income statement - 15:33

Cash Flow - 18:54

FY19 highlights - 20:00

Dean Dickinson CEO

Growth strategy - 20:38

M&A - 22:25

Our people - 23:50

Product roadmap & priorities - 25:10

Summary - 27:05

Q&A - 28:20

*Investor presentation from 2017: https://www.piworld.co.uk/2018/03/09/castleton-technology-ctp-investor-presentation-november-2017/

*An in depth overview of their offering, and hear a client talk about their product, see the Capital Markets Day 2018 here: https://www.piworld.co.uk/2018/07/13/castleton-technology-ctp-capital-markets-day-2018/

Castleton Technology plc, formerly Redstone PLC, is an investment holding company. The Company is engaged in providing software and managed services to the public and not-for-profit sectors, mainly the social housing sector. Its segments include Managed Services, which consists of Castleton Managed Services Limited and Keylogic Limited, and Software Solutions, which consists of the results of Castleton Software Solutions Limited, Kypera Limited and Kypera Pty. It offers KYPERA FINANCIALS, a finance solution, which uses a single ledger format; EDRM, which is an electronic document and records management system that allows organization to manage its documents and supporting information; P2P, which manages repairs and non-repairs processes and integrates finance and repairs system; AGILE, OPUS SERVICE CHARGES and MANAGED SERVICES. Its subsidiaries include Castleton Technology Intermediate Holding Company Limited, Castleton Group Holdings Limited and Castleton Information Group Limited.

Keith Ashworth-Lord

CIO, Sanford DeLand

UK Buffettology Fund

Another inspiring 30 mins from Keith talking us through valuations, self-discipline, learned lessons, Woodford, and much more.

Valuation of good companies – 00:20

AB Dynamics – 02:08

Sell discipline – 04:45

Lessons learned from past mistakes - 06:04

Lessons learned from Woodford? – 10:08

Do you have to go to the small/mid cap market for good growth? - 14:13

How has regulation changed fund management? – 17:45

Liquidity – 18:55

Buffettology licence continuity? – 19:40

What part does luck play in investing? – 22:20

Lack of mentors – 23:11

The macro picture – 25:05

How do you feel about valuations now? - 27:57

By Stuart Green, CEO & Philip Blundell, CFO

Stuart Green, CEO

Introduction – 00:19

ZOO at a glance - 01:20

Highlights - 02:18

Vendor selection by large buyers - 05:00

The OTT market today - 09:08

2019-20: Transition of OTT Services - 10:55

Hours of content by platform (US) - 12:49

Strategic Pillars & Progress

1. Innovate: 15:06

2. Scale - 20:11

3. Collaboration - 22:41

4. Growth strategy & Progress - 26:02

Philip Blundell, CFO

Financial overview: P&L – 27:01

Balance Sheet - 30:14

Segmental analysis - 32:24

KPI’s - 33:55

Stuart Green, CEO

Investment Summary - 35:42

Outlook - 37:32

Q&A - 39:44

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.