Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk
Stockopedia/piworld Virtual StockSlam April 2021 hosted by Damian Cannon
This video can be seen at: https://www.piworld.co.uk/2021/04/09/stockopedia-piworld-virtual-stockslam-april-2021-hosted-by-damian-cannon/
The second virtual StockSlam hosted by Damian Cannon. Over 1,600 investors joined the event live to hear ten investors present their best stock idea in just three minutes. Bite-sized nuggets to inspire further research. Fast, factual and fun.
00:18 Introduction by Damian Cannon 02:45 Micro Focus International (MCRO) - Damian Cannon 09:53 Tharisa (THS) - Keelan Cooper 17:10 John Menzies (MNZS) - Richard Crow aka Cockney Rebel 24:58 finnCap (FCAP) - Mark Simpson 32:08 Ashtead (AHT) - Lilian Nandi 39:14 Tekcapital (TEK) - Alex Schlich 45:30 Circassia (CIR) - David Thornton 52:00 Jubilee Metals (JLP) - Edmund Shing 59:26 Beximco Pharmaceuticals (BXP) - James Nelson 1:05:33 Tandem Group (TND) - Jack Brumby
The next StockSlam is Wednesday 19th May, 6pm. Details to register will be found in due course on our events page.
If you would like to 'Slam a Stock' contact us here.
Tracsis (TRCS) interim results overview
This video can be seen at: https://www.piworld.co.uk/2021/04/08/tracsis-trcs-interim-results-overview/
Tracsis's Chris Barnes, CEO and Andrew Kelly, CFO give an overview of interim results for the period ended 31st January 2021 and the strategy going forwards.
Chris Barnes, CEO00:31 – Overview
Andrew Kelly, CFO01:47 – Financial highlights
Chris Barnes, CEO03:39 – Market position
Andrew Kelly, CFO06:43 – Trading update
Chris Barnes, CEO09:19 – Growth Strategy11:57 – Outlook
Tracsis plc is a holding company. The Company is engaged in the business of software development and consultancy for the rail industry. Its segments include Rail Technology and Services, and Traffic & Data Services. The Rail Technology and Services segment includes its Software, Consultancy and Remote Condition Monitoring Technology, and also includes Ontrac Limited and Ontrac Technology Limited (together being Ontrac). The Traffic & Data Services segment includes data capture, analysis and interpretation of traffic and pedestrian data to aid with the planning, investment and ultimate operations of a transport environment and it also includes SEP Limited (SEP). It provides software products, consultancy services and delivers customized projects to solve a range of problems within the transport and traffic sector. It specializes in solving a range of data capture, reporting and resource optimization problems along with the provision of a range of associated professional services.
Personal Group (PGH) Full Year 2020 results presentation
This video can be seen at: https://www.piworld.co.uk/2021/04/06/personal-group-pgh-full-year-2020-results-presentation/
Personal Group Holdings' (PGH) CEO Deborah Frost and CFO Sarah Mace present FY20 results for the year ending 31st December 2020.
Deborah Frost, CEO00:17 – Introduction01:19 – Overview
Sarah Mace, CFO 05:54 – Financial overview15:19 – Outlook
Deborah Frost, CEO16:09 – Strategic and operational review
Deborah Frost, CEO Sarah Mace, CFO 34:55 – Q&A
Deborah Frost, CEO48:58 – Closing remarks
Personal Group Holdings PLC (PGH) is a United Kingdom-based company engaged in transacting employee benefits related business, including short-term accident and health insurance and the provision of salary sacrifice technology products in the United Kingdom. The Company's segments include Core Insurance, IT Salary Sacrifice, Mobile and Other. The Core Insurance segment is engaged in the underwriting by Personal Assurance Plc (PA) of insurance policies that are bought by employees of host companies through bespoke benefit programs. The IT salary sacrifice segment refers to the trade of Lets Connect, a salary sacrifice technology. Mobile segment refers to the trade of PG Mobile Limited, a mobile phone salary sacrifice company set up from the trade and assets of shebang Technologies. The Other segment consists of Berkeley Morgan Group (BMG) and its subsidiary undertakings and Personal Management Solutions (PMS).
Tribal Group (TRB) Full Year 2020 Results Analyst Presentation
This video can be seen at: https://www.piworld.co.uk/2021/03/29/tribal-group-trb-full-year-2020-results-analyst-presentation/
TRB management team Mark Pickett, CEO & Paul Simpson, CFO present FY20 results to analysts. 2020 was a year of evolution and operational progress. 2021 has started with increased revenue visibility, a strengthened position in South East Asia, and a considerably expanded addressable market through the launch of Tribal Cloud and the imminent launch of Tribal Edge Admissions. To date, the group is trading in line with expectations and is confident to execute against their strategic roadmap.
Mark Pickett, CEO00:19 – Overview of 2020
Paul Simpson, CFO07:22 – Financial highlights
Mark Pickett, CEO16:04 – Challenges & Opportunities20:27 – Strategy28:05 – ESG29:13 – Summary & Outlook
Tribal Group plc is a United Kingdom-based company, which provides software and services for education management. The Company's segments include Product Development and Customer Services (PD&CS), Implementation Services (IS), Professional and Business Solutions (PBS) and Quality Assurance Solutions (QAS). The PD&CS segment represents the delivery of software and subsequent maintenance and support services. The IS segment represents the activities through which it deploys and configures software for its customers. The PBS segment represents a portfolio of performance improvement tools and services, including analytics, benchmarking and transformation services, and the QAS segment represents inspection and review services, which support the assessment of educational delivery. Its products and services include license and development, implementation, maintenance, professional and business solutions, quality assurance solutions and other systems related.
The Pebble Group (PEBB) FY20 results presentation
This video can be seen at: https://www.piworld.co.uk/2021/03/29/the-pebble-group-pebb-fy20-results-presentation/
Chris Lee, CEO & Claire Thomson, CFO present PEBB full year 2020 results followed by Q&A. Brand Addition was obviously hit by CV19 on the Corporate side although the Consumer Promotions side was robust. Total invoiced year to date, +10% v 2020. Facilisgroup continues with management's internal aspiration to achieve recurring revenues in excess of $50m by 2024. Listen to the full presentation here.
Chris Lee, CEO00:17 – Introduction01:19 – Overview
Claire Thomson, CFO04:46 – Financial highlights
Chris Lee, CEO13:40 – Facilis business model16:42 – KPI’s21:11 – New software assets26:48 – Brand addition business model
Claire Thomson, CFO28:52 – Revenue breakdown
Chris Lee, CEO34:22 – ESG36:39 – Outlook
Chris Lee, CEO & Claire Thomson, CFO38:00 – Q&A
Chris Lee, CEO41:55 – Closing remarks
The Pebble Group PLC is a United Kingdom-based company that provides products, services and technology to the global promotional products industry. The Company operates through two businesses: Brand Addition and Facilisgroup. Brand Addition is its promotional product merchandise business that provides promotional products to global brands. Brand Addition, through its network, sources and provides promotional product solutions to clients, who operate in sectors which include health and beauty, fast moving consumer goods, transport, technology, banking and finance and charity. Facilisgroup is the Company’s software as a service (SaaS) business that provides subscription-based services to small and medium enterprise (SME) promotional product distributors in the United States and Canada. Facilisgroup’s suite of services includes business intelligence software and community events.
Judges Scientific (JDG) Full Year 2020 Analyst Presentation
This video can be seen at: https://www.piworld.co.uk/2021/03/29/judges-scientific-jdg-full-year-2020-analyst-presentation/
JDG management team David Cicurel, CEO, Brad Ormsby, FD & Mark Lavelle, COO, present the results for the full year 2020. Overall the group was impacted by CV19, although each company in the group experienced it differently. By the year-end, the group’s organic order book had recovered to 14 weeks (2019: 13.2 weeks). There were three acquisitions during the period. Hear the full details here.
David Cicurel, CEO00:41 – Overview04:09 – Key messages06:52 – Covid-19 Update
Brad Ormsby, FD08:45 – Performance review
David Cicurel, CEO20:56 – Growth strategy24:30 – Acquisitions
Mark Lavelle, COO32:39 – Post acquisition
David Cicurel, CEO39:39 – Outlook & Investment case
Mark Lavelle, COO & Brad Ormsby, FD43:20 – Q&A
David Cicurel, CEO53:46 – Closing remarks
Judges Scientific plc is a United Kingdom-based company, which is engaged in the acquisition and development of a portfolio of scientific instrument businesses. The Company’s activities are predominantly in or in support of the design and manufacture of scientific instruments. Its segments include Materials Sciences and Vacuum. Its subsidiaries include Armfield Limited, engaged in the design and marketing of engineering equipment and research instruments; Fire Testing Technology Limited, which is engaged in the design, manufacture and service of instruments that measure the reaction of various materials to fire; Scientifica Limited, which offers micropositioning equipment, microscopes and advanced imaging systems used in electrophysiology and neuroscience; Quorum Technologies Limited, which manufactures scientific instruments primarily used for electron microscopy sample preparation, and Sircal Instruments (UK) Limited, which designs, manufactures and distributes rare gas purifiers.
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