Panoply Holdings (TPX) presentation at Mello May 2019
Presentation by Neal Gandhi, CEO & Co-Founder, with questions answered by Oliver Rigby, CFO & Co-Founder, and Jim Bowes, CIO.
A good overview of the company.
by Jose Luis Vazquez, Founder & CEO presenting at Mello London May 2019.
Giving an overview of the business and his vision.
Video: TERN company presentation at Mello London May 2019
by Albert E Sisto, CEO & Sarah Payne, FD.
Titled: Capitalising on the rapid growth of IoT.
Video: CAY FY19 results overview by Paul Abberley, CEO & Ben Money-Coutts, CFO
FUM +6.5%. EPS +3%. Medium term target 15% profit margin.
Video: STOB FY results overview by Warwick Brady, CEO
Highlights, with a brief overview of each division.
piworld have just published the FY19 results presentation, given to analysts this morning (21.5.19).
Here is CEO Darren Throop & CFO Joe Sparacio. (Length: c.55 mins)
ETO FY19 results interview. CEO Darren Throop talks about the Group’s full year results for the year ending 31st March 2019.
EBITDA & EPS up over 20%, leverage 1.7x, library valued at $2bn.
A piworld video, with Peter Keynon, CEO, Ramsdens Holdings (LON:RFX) interviewed by James Lynch, Fund Manger of Downing Strategic Micro-Cap Trust.
Peter discusses the business areas, which makes the company very defensive. Their strategy for growth, both short term and long term. The cash generation, dividends and capital allocation. James summarises why Downing think it's an interesting company.
It's shot at the Middlesbrough branch, so you get a feel of a Ramsdens branch.
Enjoy! (It's about 20 mins.)
Tim Sykes, CEO presents H1 2019 results.
Tim covers in detail the financial highlights, the challenges, debt and cashflow, and the strategy going forward. An authentic presentation where he owns up the problems, but equally indicates the solution. (c.50 mins)
ATTRAQT (LON:ATQT) have just announced the acquisition of Early Birds with conditional placing to raise £17.1m at 27p.
Early Birds adds AI capability to ATTRAQT (LON:ATQT) and moves them closer to their strategic goals. Here, Luke McKeever, CEO, outlines the rationale:
Link to the ATTRAQT (LON:ATQT) RNS with full details:
ATTRAQT (LON:ATQT) create an efficient, personalised, on-line shopping experience for many high profile brands, including ASOS, PrettyLittleThing to ScrewFix.
It sounds interesting. Luke McKeever is an impressive CEO, who's recently taken over the helm. Not profit making yet, but perhaps one to keep an eye on.
If you follow MGR you might be interested in this investor interview with Gervais Williams, Senior Executive Director at Miton
How he got into fund management, who's influenced his style, the macro picture, how he's positioned and much more.
Plus many more investor interviews here: https://www.piworld.co.uk/category/piworld-interviews/
Interesting investor presentation on the German commercial real estate market, in which SRE invests, by the CEO Andrew Coombs. Given at the May ShareSoc London event.
1. 2018 results, with 17% rev growth and EBITDA ahead of expectations. Growth achieved from both organic and M&A. Cash at year end £5.8m.
2. VLG overview and investment case: the business model, market environment and growth strategy
Video overview of DMTR by Mark Warne, CEO. Where he outlines the technology, the road map, the InfoChem acquisition and the investment case.
Video: A results overview and strategy update by Tim Sykes, CEO. Link above works, or watch on piworld:
AQX investor presentation by Alasdair Haynes, CEO & Jonathan Clelland, CFO & COO.
Fascinating watch for any equity investor, just to understand liquidity & mkt pricing of equities.
As an investment a play on MiFIDII.
TAP presentation (audio with slides) which outlines the TAP business, where RTHM's acquisition fits in, how they'll integrate, and the investment summary.
Worth a listen/watch.
ARE FY18 results today, (another IPO from 2018.)
A very helpful video by CEO & CFO: https://www.piworld.co.uk/2019/04/10/arena-group-plc-are-fy-results-to-31st-december-2018/
Following UK operational issues last year, reassuring results. Improvements in revenue and EBITDA. Small increase in dividend. Completed eight acquisitions. Organic growth 11%, great repeat revenue. Positive outlook with plenty of upcoming major events, including US Open. US Ryder Cup and the Tokyo Olympics. Expect a strong 2019 and very strong 2020.
Keywords Studios (LON:KWS) FY18 analyst presentation given yesterday by Andrew Day, CEO & David Broderick, CFO.
A superb presentation. Really worth a watch. KWS keep on doing it very well. The market is growing at 9% a year, outsourcing is still less than 50%, so lots of market to grow, across many services lines. Clients are up selling to multiple service lines. They now supply 5 service lines to Fortnite! (Benefitting from being game agnostic.) Still a sector with loads of tiny players, so ripe for consolidate. Andrew goes into depth about each of the service lines. There are case studies of integration of VMC, Art service line and audio service line. And, you get all the analysts Q&A. It's long but worth it, even if you just skim through it.
The Property Franchise Group (TPFG) FY18 results overview by Ian Wilson
Good set of results in spite of market backdrop. Rev up 11%, and profit up 19.4% if you strip out one off exceptional gain, FY17. Robust balance sheet. CEO is very bullish about the market and where TPFG sits.