piworld video investor podcasts

By Gordon McArthur (CEO) and Fraser McDonald (CFO)

Beeks Financial Cloud Group PLC is a United Kingdom-based provider of custom computer programming company. The Company is focused on providing niche cloud computing and connectivity services for automated trading in futures and forex financial products. The Company’s platform designed for latency sensitive automated trading environments and provides on demand low latency computing resources to its clients through its direct connectivity. The Company offers server infrastructure and connectivity to its clients which enables same day trading of forex and futures on financial exchanges and trading venues. The Company’s products include dedicated server, VPS, and Co-Location.

Introduction - 00:18

What Beeks do - 01:18

The market opportunity - 05:42

The global network - 08:48

Highlights H1 2019 - 10:27

Financial results - 14:50

Capacity - 17:57

Strategic priorities - 23:10

Capturing the Tier 1 Market - 27:29

Example customer journey - 31:26

Summary & outlook - 33:28

Q&A - 34:25

Digital currency adoption by Government, Central Banks and much more

Tamzin Freeman is joined by Erik Townsend, the originator of macrovoices.com, and the author of Beyond Blockchain – the death of the dollar and the rise of digital currencies. Erik discusses how initially he ignored digital currency, and latterly realised its scope could change the world. He’s not a bitcoin or ICO fan but sees the scope of what they offer with distributed ledger technology, which could be revolutionary for the financial system.

A fascinating 45 minutes.

Erik’s background and how it led to the book – 01:29

Cryptocurrency falsely judged, instead what benefits it could offer to Government? – 02:34

What needs to happen technically to make digital currency a reality? – 05:23

How quickly will it happen? - 09:00

Doesn’t the technology have to be in place before the Government can adopt it? - 10:52

Adoption of digital currency by central banks: the pros and cons - 13:41

What catalyst will lead to adoption of a digital currency by Governments? - 16:06

Who are the pioneers in the digital currency space? - 17:20

What’s Russia & China’s position? - 20:09

How could a digital currency get the trust that the Dollar has? - 23:23

Is a digital sovereign bond market possible? - 29:25

Where do international boundaries and foreign exchange fit in? - 33:56

How would Erik go about implementing a digital currency? - 37:48

Link to Erik’s book Beyond Blockchain: https://www.macrovoices.com/bb

Link to Macrovoices: https://www.macrovoices.com

RA International Group PLC is a United Kingdom-based remote site service provider. The Company offers integrated camp services, from the construction of camp facilities to full life support services- including camp catering and camp maintenance services foe clientele operating in remote and challenging environments. It focuses on providing remote site solutions for those involved in humanitarian operations, and the oil and gas and mining industries. The Company’s service offerings include construction, operation and maintenance, integrated facilities management, supply chain, and accommodation. It provides its services to mining, oil and gas, and humanitarian.

RAI: who are we and what do we do? - 00:18

Management - 00:45

What RAI does? - 01:20

The background – 02:50

Competitive position - 05:15

Customers - 06:32

RAI locations - 08:19

Financial summary - 09:48

Business profile in a new country - 11:24

Overview of contracts - 15:05

Financials - 17:54

Growth strategy – 18:30

Market opportunity & pipeline - 20:40

Our differentiators - 22:14

The tender process - 27:59

Compliance led approach - 31:40

IPO overview - 33:15

The Board - 33:28

Summary - 34:24

The journey of the investor, from beginner to pro – interview with Graham Neary by Tamzin Freeman, piworld.

Graham discusses the investing options for individuals who want to manage their future financial security. He starts with an IFA, covers the use of passive funds, and then moves into the more sophisticated skills of self-investing. Graham describes aspects of his own investing journey, with reference to specific holdings in his own portfolio.

Graham Neary is Director of Cube.Investments, the platform for objective, independent financial analysis, and writes the Stockopedia Small Cap Value Report with Paul Scott.

Graham is a full-time investor and analyst with a decade of financial markets experience. He has worked on the sell-side as a fixed income analyst at independent research firms, and on the buy-side as equity portfolio manager for an international financial services organisation.

Graham is a CFA Charterholder, also holding the Investment Management Certificate and the STA Diploma in Technical Analysis. He graduated in mathematics from Trinity College, Dublin.

Introduction to Graham – 00:38

Graham’s views on IFA’s – 02:30

Passive funds – 03:49

Managing your own money - 07:56

Where to start doing your own research? – 10:02

What’s Graham’s style of investing? - 11:13

Losses? Being OK with a 50% draw-down - 12:57

What is the catalyst for Graham to sell? - 14:44

Value v Quality - examples - 15:49

Organic growth v acquisitions – 18:05

Tandem Group (TND) – low earnings multiple – 20:47

Quality holdings in Graham’s portfolio – 23:09

Customer concentration – 26:00

Financial stocks – 26:37

What rate of return are you looking to achieve? – 29:00

Risk management - 30:20

Position size in portfolio - 32:10

Outlook for 2019 – 33:51

Introduced by Osman Abdullah, Group CEO.

Presentation by Paul Negus, Group Business Development Director

Petards Group plc (Petards) supplies advanced security and surveillance systems. The Company operates in the development, supply and maintenance of technologies used in advanced security, surveillance and ruggedized electronic applications segment. It offers software driven on-board digital video and sensor systems for fitment to new build or retrofitted to existing rolling stock, and its applications include driver only operation, condition monitoring, saloon car closed circuit television (CCTV), drivers view cameras and automatic passenger counting systems. It offers electronic defensive countermeasure systems for fitment to rotary and fixed wing aircraft, threat simulation systems and mobile radios predominantly for the United Kingdom Ministry of Defense. It offers mobile speed enforcement and automatic number plate recognition (ANPR) systems to law enforcement agencies, and is sold under the Provida brand. It serves markets, including transport, defense and emergency services.

Introduction, Osman Abdullah – 00:17

Paul Negus, Group Business Development Director - 01:09

Overview of PEG: Markets - 02:40

Executive board - 03:34

Strategic plan - 03:50

Order highlights - 05:44

Video of PEG products - 06:54

Technology highlights 2018 - 09:41

Value creation in the ‘New Build’ market - 14:40

UK rail market opportunities 2019/20 - 17:16

Product roadmap - 19:08

The Rail outlook - 22:03

Traffic technology offering & highlights - 23:23

Defence Services Offering - 24:25

Petards Group - 25:00

Q&A – 26:00

Gareth Evans, Founder Progressive Equity Research interviewed by Tamzin Freeman, piworld

Gareth describes the role of the analyst, clarifying where the analyst sits within the bank/broker’s services, and where they sit commercially. He gives great insight to the delicate balance of client relationships, reputation and integrity. Finally, he covers off the effects of MiFID II.

Gareth has over 15 years research experience covering pan-European Chemicals & Technology sectors. He founded Progressive Equity Research in 2012. Formerly, Gareth held research positions at ABN AMRO, Canaccord & Investec, where he was Joint Head of Research and was awarded techMARK Analyst of the Year in 2006.

Gareth’s background – 00:25

Where does the analyst sit within a bank? - 02:30

What’s the typical day for an analyst? - 04:44

Do you cover the whole market? – 05:58

How are analysts briefed by their manager? - 11:14

Relationships within the corporate broker and the company – 13:09

The institutional investor v the company relationship - 15:32

The different roles of the corporate broker, analyst & salesman – 17:33

Broker ‘sell’ notes - 19:23

The poor results dilemma - 22:20

The effect of MiFID II - 26:14

How do you see research playing out on-going? - 31:29

Group CEO, Richard Whiting and Group Finance Director, Chris Belsham, present the groups’ half year results to 30th November 2018

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.

Richard Whiting, Group CEO

Introduction – 00:17

Group results – 00:38

Fuels results – 01:11

Food results – 02:15

Feeds results – 03:24

Chris Belsham, Group FD

Financial highlights – 04:20

Richard Whiting, Group CEO

Development strategy, fuels – 07:08

Development strategy, food – 07:47

Development strategy, feeds – 08:17

Summary and outlook – 09:10

By Carl Harald Janson, Lead Investment Manager, IBT

International Biotechnology Trust plc is an investment trust company. The Company's investment objective is to achieve long-term capital growth by investing in biotechnology and other life sciences companies. The Company will seek to achieve its objective by investing in a diversified portfolio of companies, which may be quoted or unquoted and whose shares are considered to have growth prospects, with experienced management and strong potential upside through the development and/or commercialization of a product, device or enabling technology. It may invest through equities, index-linked securities and debt securities, cash deposits, money market instruments and foreign currency exchange transactions. Investments may also be made in related sectors, such as medical devices and healthcare services. Its portfolio is split between large, mid and small-capitalization companies, primarily quoted on stock exchanges in North America. Its investment manager is SV Life Sciences Managers LLP.

Disclaimer and risk warning - 00:18

Agenda - 00:41

Video introducing IBT - 01:03

Management team - 03:50

SV Health Managers: The Manger of IBT - 04:18

Biotech is a high growth sector – 05:04

IBT dividend - 05:53

Growth drivers - 06:23

Risk: Politics in US and regulation - 09:28

Sector valuations at some of lowest in 20 yrs - 12:10

Performance of IBT - 12:47

Portfolio breakdown - 15:49

How to cope with pricing pressure and slow growth - 18:38

Portfolio changes - 19:09

Portfolio acquisitions in 17/18 - 19:47

Unquoted portfolio - 21:07

Investment process - 21:44

Risk mitigation - 22:52

Summary - 23:45

Introduced by Osman Abdullah, Group CEO.

Presentation by Paul Negus, Group Business Development Director

Petards Group plc (Petards) supplies advanced security and surveillance systems. The Company operates in the development, supply and maintenance of technologies used in advanced security, surveillance and ruggedized electronic applications segment. It offers software driven on-board digital video and sensor systems for fitment to new build or retrofitted to existing rolling stock, and its applications include driver only operation, condition monitoring, saloon car closed circuit television (CCTV), drivers view cameras and automatic passenger counting systems. It offers electronic defensive countermeasure systems for fitment to rotary and fixed wing aircraft, threat simulation systems and mobile radios predominantly for the United Kingdom Ministry of Defense. It offers mobile speed enforcement and automatic number plate recognition (ANPR) systems to law enforcement agencies, and is sold under the Provida brand. It serves markets, including transport, defense and emergency services.

Introduction, Osman Abdullah – 00:17

Paul Negus, Group Business Development Director - 01:09

Overview of PEG: Markets - 02:40

Executive board - 03:34

Strategic plan - 03:50

Order highlights - 05:44

Video of PEG products - 06:54

Technology highlights 2018 - 09:41

Value creation in the ‘New Build’ market - 14:40

UK rail market opportunities 2019/20 - 17:16

Product roadmap - 19:08

The Rail outlook - 22:03

Traffic technology offering & highlights - 23:23

Defence Services Offering - 24:25

Petards Group - 25:00

Q&A – 26:00

Here’s the fun of the Stockopedia Stockslam. Damian Cannon talks through how it came about. We show the fun in action, at the Stockslam hosted during Mello London 2018.

How many faces do you recognise? What shares are they pitching? And see that @astongirl twirl, one more time!

For more details of the next Stockopedia Stockslam contact Damian https://www.stockopedia.com/contributors/damian-cannon/