piworld video investor podcasts

by Andrew Day, CEO & David Broderick, CFO given on 8.4.19

Keywords Studios Plc supplies localization and localization testing services. The Company's segments include Localization Services, which relate to translation and cultural adaptation of in-game text and audio scripts across multiple game platforms and genres; Localization Testing, which involves in testing the linguistic correctness and cultural acceptability of computer games; Audio/Voiceover Services, which relate to the audio production process for computer games and includes script translation, actor selection and talent management through pre-production, recording and post-production; Functional Testing, which relates to quality assurance services provided to game producers to ensure games functions as required; Art Creation Services, which relate to the production of graphical art assets for inclusion in the video game, and Customer Support, which relates to the live operations support services, such as community management, player support and associated services.

Andrew Day, CEO

Video introduction - 00:19

2018 financial results - 02:14

Key achievements - 03:40

Video games market - 07:52

KWS services - 09:16

International locations - 10:19

KWS clients - 11:22

Key metrics - 12:11

Diversification - 13:36

David Broderick, CFO

Financials - 17:30

2019 guidance - 23:53

Andrew Day, CEO

Strategic overview - 25:08

Service lines progress - 26:40

Acquisition opportunities - 38:54

Integration: VMC, Art & Audio Service line - 41:35

Management structure - 50:05

Outlook - 53:09

Investment summary - 54:40

Q&A - 57:00

The Property Franchise Group plc, formerly MartinCo PLC (MartinCo), is engaged in residential property franchise business. The Company operates as a franchise model focused on the United Kingdom residential lettings and property management services offered to private clients. It also offers estate agency services. Its brands include Martin & Co, Xperience, Ellis & Co, CJ Hole, Parkers and Whitegates. Martin & Co is a national brand with approximately 200 offices distributed across the United Kingdom. Martin & Co is a specialist lettings and property management business. Xperience brand includes is the property franchise business. Ellis & Co has over 20 offices within the M25 and one office in Tonbridge, Kent. CJ Hole is engaged in selling property within the estate agency market in the South West with over 20 offices throughout Bristol, Somerset and Gloucestershire. Its subsidiaries include Martin & Co (UK) Limited, Xperience Franchising Limited and Whitegates Estate Agency Limited.

Highlights – 00:22

The Market – 01:25

Growth – 02:25

EweMove – 03:46

Outlook – 04:28

Pelatro (PTRO) presentation at The ShareSoc Growth Company Seminar 14th November 2018 by Managing Director & Founder Subash Menon and Finance Director Nicholas Hellyer.

Pelatro PLC is a United Kingdom-based company that offers precision marketing solutions for telecom industry. The Company’s solutions analyse customer behaviour and customize promotions. Its product enables targeted campaign management. The features of its product include multi-dimensional profile, individualised campaigns, real time campaigns, machine-learning and analysis, lifecycle management, big data and multi-channel communications. Its product features multi-dimensional profile for each customer based on information gathered from transactional and demographic data. Its solution enables activities, including data analysis, campaign design, campaign configuration, campaign execution, reporting, effectiveness analysis and feedback. It enables marketers to track customers across various stages in the lifecycle and take necessary actions.

Subash Menon, Managing Director

Introduction - 00:18

The product – 03:20

The technology – 5:57

The demand – 10:28

The relevance – 11:48

The market opportunity – 15:56

Customer growth – 17:51

Global footprint – 18:57

Nicholas Hellyer, Finance Director

Revenue model – 19:23

Financial highlights – 22:44

Acquisition highlights – 23:57

Current trading – 25:30

Subash Menon, Managing Director

Post IPO events – 26:18

Summary – 28:12

Q&A – 29:00

In this presentation Leon covers the performance of the best professional investors, based on the must read book: The Art of Execution, and discusses the findings of the different personality types. Leon starts with an enlightening poll to test the room on their behaviours. This serves to show the different trading behaviours of the personality types cited: rabbits, assassins and hunters. He goes on to cover what do with winning holdings, with the characteristics of the raider and connoisseurs. Then he takes the same filters as those outlined in the book, to scrutinize his own historic performance, under the same microscope, and highlights some interesting findings. Finally, he offers his own stock pick.

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.

To book go to: http://www.mello2018.com/

Poll - 01:50

- What’s your portfolio worth?

- Other behavioural questions

Introduction to Leon Boros - 05:24

ISA value – 05:50

The art of execution - 07:18

The rabbit – 10.40

The assassin – 17:15

The hunter - 21:48

I’m winning what should I do?

The raider - 22:50

Connoisseurs – 27:40

Performance states over 25 yrs – 32:00

Outstanding performance – 38:42

Stock idea - 39:44

Stephen English BA(Hons), CFA Chartered FCSI

Blankstone Sington: Investment Director – Head of AIM stocks

Stephen gives great insight on the macro economic environment investors face today, and where he sees the opportunities. He talks about some criteria for his stock selection, illustrated with examples. He discusses catalysts for selling. He speaks of the changes to the market structure. He spots the themes illustrating where public markets are, in some instances, priced cheaper than private markets, which can mean PE buying listed companies too cheaply. And much, much more.

A fantastic 40 mins ... and there's another 40 mins to go in a second interview to follow.

What are your views on the macro picture for investors? – 00:20

What’s your strategy to take advantage of this macro picture? – 04:29

Growth stocks: what PE are you prepared to pay? - 09:12

Weighting of growth stocks? - 12:28

Which part of your portfolio are you uncomfortable with? - 16:09

What’s your timing on holdings? - 20:21

Which sectors are ripe for Private Equity now? – 25:24

Where do you think we are at in the tech cycle? – 27:23

Where are the opportunities in tech? – 33:33

About Stephen English:

Stephen joined Blankston Sington in 2002 and works as an analyst generating research and investment recommendations across large and mid-cap companies as well as collective investment funds. Stephen is also responsible for selecting stocks in the Inheritance Tax Portfolio, comprised of AIM listed companies, which has been successfully managed since its inception in 2010.

Stephen is a Chartered Fellow of the Chartered Institute for Securities & Investment (FSCI) and also holds the Chartered Financial Analyst® designation (CFA®). The CFA® designation is globally recognised and attests to a holder's success in a rigorous and comprehensive study program in the field of investment management and research analysis.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

https://www.blankstonesington.co.uk/

XLMedia PLC is the United Kingdom-based online performance marketing company. The Company focuses on paying users from multiple online and mobile channels and directs them to online businesses who, in turn, convert such traffic into paying customers. The Company's segments include Publishing, Media and Partners Network. The Company owns over 2,000 informational Websites in approximately 20 languages. Its Media division acquires online and mobile advertising targeted at online traffic with the objective of directing it to its customers. It buys advertising space on search engines, Websites, mobile and social networks and places advertisement referring users to its customers Websites or to its own Websites. It manages marketing partners, whose role is to direct online traffic to its customers. Its partner program enables affiliates to have a single point of contact for directing traffic.

Strategic realignment – 00:24

Share buyback - 01:45

Regulation - 02:13

Website ranking recovery - 05:30

Acquisitions – 05:58

Outlook - 06:22

By Ory Weihs, CEO

XLMedia PLC is the United Kingdom-based online performance marketing company. The Company focuses on paying users from multiple online and mobile channels and directs them to online businesses who, in turn, convert such traffic into paying customers. The Company's segments include Publishing, Media and Partners Network. The Company owns over 2,000 informational Websites in approximately 20 languages. Its Media division acquires online and mobile advertising targeted at online traffic with the objective of directing it to its customers. It buys advertising space on search engines, Websites, mobile and social networks and places advertisement referring users to its customers Websites or to its own Websites. It manages marketing partners, whose role is to direct online traffic to its customers. Its partner program enables affiliates to have a single point of contact for directing traffic.

Introduction – 00:19

Our business - 00:38

XLM in numbers - 01:18

Key highlights - 02:02

Gambling regulatory summary - 04:18

Financials - 09:52

Revenue diversification – 10:50

Income statement - 11:33

Cash flow statement - 12:55

Balance sheet - 13:35

Growth strategy - 14:08

Focus on Publishing Expertise - 15:00

Reduced exposure to media activities - 15:33

The Personal Finance Sector - 16:04

US gambling opportunity - 16:35

M&A - 17:29

Summary & outlook - 18:03

Jon Jayal (CEO), Guy Millward (CFO) and Gary Mullins (Group Strategic Sales Director), present the Group’s full years results to 31st December 2018.

Quixant Plc is a United Kingdom-based company engaged in development and supply of computer systems. The Company's range of gaming platforms includes personal computer (PC) compatible systems designed and catered to the gaming industry. The hardware integrates the features to drive pay to play machines in various gaming jurisdictions. Its software support Windows and Linux, including device drivers, gaming protocols, example code and even SAS support. The Quixant gaming platform range represents all-in-one logic box solutions for pay to play gaming machines. The Company's products include QMax-1: the ultimate 4K gaming platform; QX-50: high performance 4K ultra HD gaming platform; QX-40: high performance multi-screen gaming platform; QXi-4000: high performance four-screen gaming platform; QXi-307: compact high performance gaming platform; QXi-106 : COMMA 6a gaming platform; Ultra High Definition Monitors; Curved Screen Monitors, and Button Deck/Cut Glass Monitor.

Jon Jayal, CEO

Introduction – 00:18

About Quixant - 00:36

Investment case – 03:19

Period highlights - 04:07

Guy Millward, CFO

Profit and loss – 07:08

Cash Flow - 17:03

Gaming division segmental analysis - 21:16

Jon Jayal, CEO

Gaming platforms – 23:39

Gary Mullins, Group Strategic Sales Director

Sports betting - 25:14

Quixant gaming ecosystem - 25:55

Jon Jayal, CEO

Button decks - 27:52

Densitron & broadcast - 29:09

Strengthening the business - 34:31

Market drivers – 36:18

Outlook – 41:54

Q&A – 42:50

Jack Cooney (CEO), Howard Hohmann (EVP Sales) and John Yuncza (CFO) present Somero’s final results to 31st December 2018.

Somero Enterprises, Inc. 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. The Company's products include S-22E, S-15R, S-15M, STS-11M, S-840, S-485, CopperHead XD 3.0, Mini Screed C, PowerRake 3.0, 3-D Profiler and SiteShape. Its Somero Floor Levelness System monitors Laser Screed performance, operator performance and reports alert percentages of issues. The Somero SiteShape System allows for grade shaping automatically using users' motor grader, dozer or other grading machine. The Somero 3-D Profiler System allows automatic paving of contoured sites using a Somero Laser Screed equipment. The CopperHead XD machine encounters applications, such as chaired rebar, low slump and poor subgrades. The Somero eXtreme Platform (SXP) allows users use their Laser Screed equipment.

Jack Cooney, CEO

Introduction - 00:18

History of Somero – 00:32

The Somero Customer - 04:28

Customer care – 07:10

2018 review - 08:50

Howard Hohmann, EVP of Sales

Global reach - 09:47

Sales by territory – 10:04

Sales by product – 14:26

John Yuncza, CFO

Financial Highlights - 16:05

Operating results - 17:39

Financial position - 19:26

Cash flow - 20:12

Dividends - 21:50

Jack Cooney, CEO

Current trading & outlook - 24:13

Q&A – 26:56

XLMedia PLC is the United Kingdom-based online performance marketing company. The Company focuses on paying users from multiple online and mobile channels and directs them to online businesses who, in turn, convert such traffic into paying customers. The Company's segments include Publishing, Media and Partners Network. The Company owns over 2,000 informational Websites in approximately 20 languages. Its Media division acquires online and mobile advertising targeted at online traffic with the objective of directing it to its customers. It buys advertising space on search engines, Websites, mobile and social networks and places advertisement referring users to its customers Websites or to its own Websites. It manages marketing partners, whose role is to direct online traffic to its customers. Its partner program enables affiliates to have a single point of contact for directing traffic.

Strategic realignment – 00:24

Share buyback - 02:28

Regulation - 02:55

Website ranking recovery - 06:11

Acquisitions – 06:40

Outlook - 07:03