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Posted in: CDM
Codemasters (CDM) FY19 results presentation by Frank Sagnier, CEO & Raschid Varachia, CFOhttps://www.piworld.co.uk/2019/07/10/codemasters-cdm-fy19-results-presentation/Outlook sounds very confident.
Posted in: CTP
Castleton Technology FY19 results pres by Dean Dickinson, CEO & Haywood Chapman, CFOVideo: https://www.piworld.co.uk/2019/07/09/castleton-technology-ctp-fy19-results-investor-presentation/ c.35 minsRev +7% EBITDA+13.5% >100% Op Cashflow, targeting 60% recurring rev. Tech in social housing
Castleton Technology FY19 results pres by Dean Dickenson, CEO & Haywood Chapman, CFOVideo: https://www.piworld.co.uk/2019/07/09/castleton-technology-ctp-fy19-results-investor-presentation/ c.35 minsRev +7% EBITDA+13.5% >100% Op Cashflow, targeting 60% recurring rev. Tech in social housing.
Posted in: ZOO
ZOO FY19 results presentation and strategy going forward.https://www.piworld.co.uk/2019/07/02/zoo-digital-group-zoo-fy19-results-presentation/Very comprehensive overview of the last year, and the plan going forward.
Posted in: TWD
Trackwise presentation by Philip Johnson, CEO at Mello London May 2019https://www.piworld.co.uk/2019/07/02/trackwise-designs-twd-presentation-at-mello-may-2019/Looks an interesting market.
Posted in: POLR
Polar Capital presentation by Gavin Rochussen at Mello May 19https://www.piworld.co.uk/2019/07/01/polar-capital-holdings-polr-presentation-at-mello-may-2019/The model, the market perspective, style bias, performance and areas of strategic focus.
Posted in: CRL
CRL FY19 results presentationhttps://www.piworld.co.uk/2019/07/01/creightons-crl-fy19-preliminary-results-presentation/
Posted in: AXI
Axiom European Financial Debt Fund (LON:AXI) presentation at Mello Trusts & Funds May 2019A short version c 5 mins of the Axiom presentation at Mello. Rather an interesting overview of Subordinated debt, and banks since 2008.https://www.piworld.co.uk/2019/06/28/axiom-european-financial-debt-fund-axi-presentation-at-mello-trusts-funds-may-2019/
Posted in: PCF
Here's the PCF presentation at ShareSoc June 2019https://www.piworld.co.uk/2019/06/20/pcf-pcf-sharesoc-presentation-june-2019/Good overview with Q&A.
CTP FY19 results overview by Dean Dickinson, CEO & Heywood Chapman, CFOhttps://www.piworld.co.uk/2019/06/18/castleton-technology-ctp-full-year-results-to-31st-march-2019/A full c.1 hr results presentation will follow in due course.
Posted in: SHED
SHED at Mello Trusts & Funds May 2019https://www.piworld.co.uk/2019/06/19/urban-logistics-reit-shed-presentation-at-mello-trusts-funds-may-2019/Including their investment strategy, shown in some of their investments and a good overview of the market.
Posted in: CTO
TClarke presentation Mello May 19 by CEO&FD https://www.piworld.co.uk/2019/06/17/t-clarke-cto-presentation-at-mello-may-2019/A very comprehensive overview, with financials, current market expectations, their markets & selection of current projects etc
Posted in: IGR
IG Design Group FY19 results presentation by CEO&CFO https://www.piworld.co.uk/2019/06/17/ig-design-group-igr-fy19-results-presentation-june-2019/Very strong. Future KPI's incl EBITDA +10%; cash conversion 75% ROCE +24%
Posted in: TAVI
Tavistock Investments CEO presentation at Mello May 2019https://www.piworld.co.uk/2019/06/17/tavistock-investments-tavi-presentation-at-mello-may-2019/Outlines why they are radically different in the financial services space, the bus model & explosive growth.
Posted in: PARK
PARK results overview by CEO, Ian O'Doherty: operational performance and a bit of colour on implementation of the strategy.https://www.piworld.co.uk/2019/06/12/park-group-park-final-results-to-31-march-2019/
Posted in: GHS
Gresham House Strategic (GHS) at Mello Trusts and Funds, May 19by Graham Bird, Fund Managerhttps://www.piworld.co.uk/2019/06/11/gresham-house-strategic-plc-ghs-presentation-at-mello-trusts-funds-may-2019/
Posted in: GRID
GRID presentation at Mello London May 2019https://www.piworld.co.uk/2019/06/11/gresham-house-energy-storage-fund-plc-grid-presentation-at-mello-trusts-funds-may-2019/By Bozkurt Aydinoglu
Posted in: MLVN
MLVN presentation at Mello London May 19 by CEO & CFOhttps://www.piworld.co.uk/2019/06/11/malvern-international-mlvn-presentation-at-mello-may-2019/
Posted in: NMRP.PL
NMRP National Milk Records Mello presentation by Andy Warne, MDhttps://www.piworld.co.uk/2019/06/10/national-milk-records-nmrp-presentation-at-mello-may-2019/Andy opens with the statement, NMRP deliver results and are passionate about growth. He outlines what they do, the revenue streams, their growth strategy and the investment case.
Posted in: CRC
Circle Property (LON:CRC) Mello presentation by John Arnold, CEO & Edward Olins COOOutlines what they do. The current portfolio. The board. Their history. Their strategy and the investment opportunity.https://www.piworld.co.uk/2019/06/10/circle-property-crc-presentation-at-mello-may-2019/