The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Begbies Traynor Group Executive Chairman, Ric Traynor and Group Finance Director, Nick Taylor present half year results for the six months ended 31 October 2023, followed by Q&A.
Watch the video here: https://www.piworld.co.uk/company-videos/begbies-traynor-group-beg-half-year-results-presentation-december-23/
Or listen to the podcast here: https://piworld.podbean.com/e/begbies-traynor-group-beg-half-year-results-presentation-december-23/
TPXimpact CEO, Björn Conway and CFO, Steve Winters present interim results for the six months ended 30 September 2023, followed by Q&A.
Watch the video here: https://www.piworld.co.uk/company-videos/tpximpact-tpx-half-year-results-presentation-december-23/
Or listen to the podcast here: https://piworld.podbean.com/e/tpximpact-tpx-half-year-results-presentation-december-23/
Braemar CEO, James Gundy, CFO, Grant Foley and COO, Tris Simmonds present results for Full Year 2023 and H1 2024, followed by Q&A.
Watch the video here: https://www.piworld.co.uk/company-videos/braemar-bms-fy23-h1-24-results-presentation-december-23/
Or listen to the podcast here: https://piworld.podbean.com/e/braemar-bms-fy23-h1-24-results-presentation-december-23/
Cerillion CEO, Louis Hall and CFO, Andrew Dickson present full year results for the year ended 30 September 2023.
Watch the video here: https://www.piworld.co.uk/company-videos/cerillion-cer-fy23-results-presentation-november-23/
Or listen to the podcast here: https://piworld.podbean.com/e/cerillion-cer-fy23-results-presentation-november-23/
Treatt CEO, Daemmon Reeve and CFO, Ryan Govender present results for the financial year ended 30 September 2023.
Watch the video here: https://www.piworld.co.uk/company-videos/treatt-tet-fy23-results-presentation-november-2023/
Or listen to the podcast here: https://piworld.podbean.com/e/treatt-tet-fy23-results-presentation-november-2023/
IG Design Group CEO, Paul Bal and CFO, Rohan Cummings present results for the six months ended 30 September 2023, followed by Q&A.
Watch the video here: https://www.piworld.co.uk/company-videos/ig-design-group-igr-half-year-2024-results-presentation-november-23/
Or listen to the podcast here: https://piworld.podbean.com/e/ig-design-group-igr-half-year-2024-results-presentation-november-23/
Tuesday, 12 December, 12:00pm
Julie Lavington & Ali Hall, Joint CEOs and Steve Dilks, CFO will present results for the six-month period to 30 September 2023, followed by Q&A.
Register here: https://bit.ly/SOS_H124_webinar
DSW Capital CEO, James Dow, and Deputy CEO, Nicole Burstow present results for the six months to 30 September 2023, followed by Q&A.
Watch the video here: https://www.piworld.co.uk/company-videos/dsw-capital-dsw-interim-results-2024-presentation-november-23/
Or listen to the podcast here: https://piworld.podbean.com/e/dsw-capital-dsw-interim-results-2024-presentation-november-23/
Tracsis CEO, Chris Barnes and CFO, Andrew Kelly present results for the year ended 31 July 2023, followed by Q&A.
Watch the video here: https://www.piworld.co.uk/company-videos/tracsis-trcs-full-year-results-presentation-november-23/
Or listen to the podcast here: https://piworld.podbean.com/e/tracsis-trcs-full-year-results-presentation-november-23/
Friday, 1 December, 1:00pm
James Grundy, CEO, Tristram Simmonds, COO and Grant Foley, CFO will present FY23 results and give an update on trading in H124.
Register here: https://bit.ly/BMS_FY23_webinar
Tuesday, 5 December, 12:30pm
Bjorn Conway, CEO & Steve Winters, CFO will present interim results followed by Q&A.
Register here: https://bit.ly/TPX_HY24_webinar
The Capital Markets Event, hosted by Pod Point, a leading provider of Electric Vehicle charging solutions, which updated the market on its new focussed strategy and provided more details of its medium-term financial plans.
Watch the video here: https://www.piworld.co.uk/company-videos/pod-point-podp-capital-markets-day-held-16-november-2023/
Or listen to the podcast here: https://piworld.podbean.com/e/pod-point-podp-capital-markets-day-held-16-november-2023/
Monday, 27 November, 1:00pm
James Dow, CEO & Nicole Burstow, Deputy CEO will run through the Group’s current trading and performance in the six months to 30 September 2023, before finishing with Q&A.
Register here: https://bit.ly/DSW_H124_webinar
Friday, 24 November, 11:00am
Louis Hall, CEO & Andr
Friday, 24 November, 11:00am
Louis Hall, CEO & Andrew Dickson, CFO will present results followed by Q&A.
Register here: https://bit.ly/CER_FY23_webinarew Dickson, CFO will present results followed by Q&A.
Register here: https://bit.ly/CER_FY23_webinar
ActiveOps CEO, Richard Jeffery, CFO Ken Smith and incoming CFO, Emma Salthouse present Interim Results for the six months ended 30 September 2023.
SaaS B2B solutions to improve productivity
SaaS +8%
aEBITDA £0.5m
Maiden PTP £0.1m
Cash £10m
A H2 weighting to growth due to seasonality (budgets signed off in H2)
Founder CEO owns 14%
A quality business. Historically, they've been counter-cyclical (2008 massive growth for them in spite of being a supplier to the banks). They increase productivity hence are in demand when efficiencies need to be made.
Watch the video here: https://www.piworld.co.uk/company-videos/activeops-aom-interim-2024-results-presentation-november-23/
Or listen to the podcast here: https://piworld.podbean.com/e/activeops-aom-interim-2024-results-presentation-november-23/
Tracsis CEO, Chris Barnes and CFO, Andrew Kelly provide an overview of their results for the year ended 31 July 2023.
Watch the video here: https://www.piworld.co.uk/company-videos/tracsis-trcs-full-year-2023-results-overview-november-23/
Or listen to the podcast here: https://piworld.podbean.com/e/tracsis-trcs-full-year-2023-results-overview-november-23/
Friday, 17 November, 1:00pm
Chris Barnes, CEO & Andy Kelly, CFO will present FY23 results followed by Q&A.
Register here: https://bit.ly/TRCS_FY_webinar
CMD given 8/11/23
https://www.piworld.co.uk/company-videos/secure-trust-bank-stb-capital-markets-day-november-2023/
Medium Term Targets of a £4bn loan book to allow the group to deliver a cost-income ratio of 44-46%, and a future 14-16% return on average equity.
The day focussed on V12 Retail Finance, referred to as ‘An emerging powerhouse’. V12 is delivering significant growth, structural improvement in its cost of risk and significant operational leverage and scalability through digitalisation of customer service.
A low PE of just 3 and a fantastic dividend yield of 8.55%.
There was a helpful chart on risk by sector, (for interest free retail finance) the least risky is Furniture, then Jewellery followed by Leisure (often peddle/electric bikes), highest risk are Electricals although Marks Electrical are one of their retailers. They focus on the less risky sectors with interest free finance, they say the cost of risk has now reduced from 3% of the loan book in 2019 to 1.6% at H123.
Yesterday they also gave a Trading Update showing that Q3 closed with ongoing momentum. Net lending up 14.2%. V12 Retail Finance represents 79% of the growth! Their retail finance market share has also increased to 13.2% from 7.5%. A competitor has disappeared and that has been beneficial to STB. They drive retail finance sales through their relationship with the retailers.
Interview with Huddled Group CEO Martin Higginson about the acquisition and an overview of the brands.
Watch the video here: https://www.piworld.co.uk/company-videos/huddled-group-hud-interview-november-23/
Or listen to the podcast here: https://piworld.podbean.com/e/huddled-group-hud-interview-november-23/
Monday, 6 November, 5:00pm
The presentation relates to the recent acquisition of Huddled and its Discount Dragon and BeerMonster brands, as confirmed at the General Meeting on 16 October 2023, and will cover the rationale behind the acquisition and the opportunity ahead. Followed by Q&A.
Register here: https://bit.ly/HUD_acquisition_intro_webinar