PIWORLD audio investor podcasts piworld

The Property Franchise Group CEO, Gareth Samples and CFO, David Raggett present an overview of their results for the year ended 31 December 2023, as well as outlining the rationale and benefits of the merger with Belvoir.
Gareth Samples, CEO00:24 - Operational highlights
David Raggett, CFO01:47 - Financial highlights
Gareth Samples, CEO04:28 - Belvoir merger
David Raggett, CFO05:49 - Combined group benefits
Gareth Samples, CEO07:27 - Outlook
The Property Franchise Group PLC (AIM: TPFG) is the largest property franchisor in the UK and manages the second largest estate agency network and portfolio of lettings properties in the UK.
The Company was founded in 1986 and has since grown to a diverse portfolio of nine brands operating throughout the UK, comprising longstanding high-street focused brands and a hybrid, no sale no fee agency.
The Property Franchise Group's brands are Martin & Co, EweMove, Hunters, CJ Hole, Ellis & Co, Parkers, Whitegates, Mullucks & Country Properties.
Headquartered in Bournemouth, UK, the Company was listed on AIM on the London Stock Exchange in 2013. More information is available at www.propertyfranchise.co.uk

Pod Point CEO, Andy Palmer and CFO, David Wolffe present full year results for the year ended 31 December 2023, followed by Q&A.
Andy Palmer, CEO00:16 - Introduction03:39 - FY23 Highlights07:58 - Powering up strategy15:12 - FY23 summary
David Wolfe, CFO17:09 - P&L20:03 - H2 Improvement20:54 - Gross margin22:05 - Adj EBITDA23:14 - Cashflow24:30 - Customer lifetime value model26:43 - Financial outlook
Andy Palmer, CEO27:52 - FY24 Strategy31:50 - Industry expectations32:17 - Business transformation34:41 - Current performance34:12 - Conclusion
38:10 - Q&A
Pod Point was founded in 2009. Driven by a belief that driving shouldn't cost the earth, Pod Point is building the infrastructure needed to enable the mass adoption of electric vehicles and to make living with an EV easy and affordable for everyone. As at 31 December 2023 the company has 226k chargepoints installed and able to communicate on its network in the UK and is an official chargepoint supplier for major car brands.
Pod Point works with a broad range of organisations and customers to offer home and commercial charging solutions.
Pod Point is admitted to trading on the London Stock Exchange under the ticker symbol "PODP."

Everyman Media Group CEO, Alex Scrimgeour provides an overview of the group's performance for the year, outlining their operational and financial performance, as well as their expansion strategy, future outlook, and the performance of the overall UK Film market.
Alex Scrimgeour, CEO00:16 - Introduction02:05 - UK film market03:08 - FY23 financial performance04:14 - Expansion strategy05:21 - Operational highlights06:31 - Outlook
Everyman is the fourth largest cinema business in the UK by number of venues and is a premium, high-growth leisure brand. Everyman operates a growing estate of venues across the UK, with an emphasis on providing first-class cinema and hospitality.
Everyman is redefining cinema. It focuses on venue and experience as key competitive strengths, with a unique proposition:
Intimate and atmospheric venues, which become a destination in their own right
An emphasis on a strong quality food and drink menu prepared in-house
A broad range of well-curated programming content, from mainstream and independent films to theatre and live concert streams, appealing to a diverse range of audiences
Motivated and welcoming teams
For more information visit http://investors.everymancinema.com/

Sosandar Joint CEO’s Julie Lavington, Ali Hall and CFO Steve Dilks outline FY24 Highlights, followed by Q&A.
Julie Lavington, Co-CEO00:16 – Introduction & Overview
Ali Hall, Co-CEO01:58 – Strategic highlights
Steve Dilks, CFO03:23 – Financial highlights
Julie Lavington, Co-CEO05:10 – Outlook
05:41 – Q&A
Sosandar is one of the fastest growing women’s fashion brands in the UK targeting style conscious women who have graduated from lower quality, price-led alternatives. The Company offers this underserved audience fashion-forward, affordable, quality clothing to make them feel sexy, feminine, and chic. The business sells predominantly own-label exclusive product designed and tested in-house.
Sosandar’s product range is diverse, providing its customers with an array of choice for all occasions across all women’s fashion categories. The company sells through Sosandar.com and has a number of high value brand partnerships including with Next and Marks & Spencer.
Sosandar’s success has been built on an exceptional product range, seamless customer experience and impactful, lifestyle marketing, all of which is underpinned by combining innovation with data analysis. Our growth strategy is focused on continuing to grow brand awareness and expand our addressable market and routes to market, reaching customers wherever they wish to shop. This is achieved both through direct to consumer channels and through chosen third party partners.
Sosandar was founded in 2016 and listed on AIM in 2017. More information is available at www.sosandar-ir.com

Inspired Chief Executive Officer, Mark Dickinson, Chief Commercial Officer, David Cockshott and CFO, Paul Connor present final results for the year ended 31 December 2023.
Mark Dickinson, CEO00:16 - Introduction02:56 - Market drivers04:54 - Cross-selling strategy06:12 - FY23 highlights07:07 - Non-financial KPI's
David Cockshott, CCO & Paul Connor, CFO10:31 - Assurance services13:32 - ESG services16:28 - Optimisation services18:38 - Software services
David Cockshott, CCO20:38 - Case studies
Paul Connor, CFO23:22 - Group financial performance23:56 - Cashflow24:56 - Balance sheet
Mark Dickinson, CEO25:46 - ESG27:36 - Outlook
Inspired PLC is a leading B2B technology enabled service provider delivering solutions that enable corporate businesses to transition to net-zero carbon and manage their response to climate change in the UK and Ireland.
Founded in 2000, Inspired operates four divisions: Assurance Services, Optimisation Services, ESG Services and Software Services, providing expert energy advisory and sustainability services to over 3,500 businesses who typically spend more than £100,000 on energy and water per year. The Group's four divisions work together to help corporate businesses manage all aspects of their energy and sustainability programme through the lens of what the Group refers to as the 4Cs of Cost, Consumption, Compliance and Carbon.
Inspired has been recognised with the London Stock Exchange's Green Economy market since 2020 for its environmental and strategic advice, service, and support to customers and is also ranked as the UK's leading advisor by the independent energy market intelligence consultancy, Cornwall Insight.

Bill Fawkner-Corbett, Head of SIGnet, takes us through his journey of discovering Compounders and the reasons for investing in them. He gives one example of a mistake he made selling Microsoft, which made him realise he had no effective tool for valuing Compounders. In his subsequent reading, he discovered the Graham Formula, which gave him a method for calculating the PE ratio for a company based on growth. This set him on a search for alternative methods that would take account of other metrics (e.g. return on capital) in the PE calculation; his explanation of what he found is fascinating.
Although all the examples he gives in the presentation are US shares, the majority of Bill's portfolio is in UK shares – he stresses that more than a few of these he considers to be Compounders.
This is a presentation Bill gave to his SIGnet group and is an example of the material that might be covered by your local SIGnet - Serious Investor Group Network. SIGnet groups of private investors meet regularly to discuss shares and investing strategies to benefit their investing performance. At the end of the video, and below, there are more details of SIGnet and how to find your local group.
00:18 - Introduction01:33 - Bill's background02:44 - Characteristics of a compounder07:02 - Market value VS Intrinsic Value08:38 - The PEG method12:45 - The Graham Formula13:39 - Margin of safety & Internal rate of return16:48 - Growth & value creation18:30 - Cost of capital & ROCE20:36 - Credit Suisse Method24:44 - Recent examples27:59 - About SIGnet29:46 - How to join SIGnet
About Bill Fawkner-Corbett
Bill’s professional experience for the past 30 years has been in Private Equity and Corporate Finance in Central & Eastern Europe.
He has been a private investor for around 50 years, initially in Investment Trusts, Unit Trusts and ETFs; since 2008 in individual shares.
In early 2020 he joined SIGnet, a national network of private investor groups. He became Head of SIGnet in May 2023. His presentation is a compilation of presentations he has recently given to SIGnet groups.
To join SIGnet, or just to find out more, go to: https://www.sharesoc.org/signet/