PIWORLD audio investor podcasts

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PIWORLD audio investor podcasts

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

  1. 9 HR AGO

    Secure Trust Bank (STB) Full Year 2024 results overview - March 2025

    Secure Trust Bank CEO, David McCreadie provides an overview of the group's results for the 12 months to 31 December 2023. David McCreadie, CEO00:29 Introduction00:49 Vehicle Finance Sector challenges02:03 Strategic goals & targets04:31 2024 performance highlights06:32 Strategic initiatives08:39 Outlook and conclusion Founded over 70 years ago, Secure Trust Bank is a leading retail deposit-funded specialist bank operating in four core markets: retail finance, vehicle finance, real estate finance, and commercial finance. Secure Trust Bank’s management has simplified the business through the sale/exit of non-core businesses, repositioning the loan portfolio towards lower-risk loans, and focusing on reducing operating costs to drive efficiency (Project Fusion).

    11 min

  2. 6 DAYS AGO

    The Market Call - Week Ending 7th March 2025

    This week, Gareth and Jeremy try to keep up with the gyrations from across the Atlantic - both around defence alliances and tariff policies. In terms of the impact on Europe and the UK, Germany is stepping up and spending big, which is driving up both (European) stock markets and (German) borrowing costs. Trump seems to be ignoring the stock market and is probably happy that US borrowing costs are falling - crucial for the upcoming refinancing of a significant chunk of US government debt. Closer to home, Severfield is seeing tough conditions, which reflect a sluggish broader economy, and XP Power's £41m raise shows that UK markets aren't completely closed. Next week, we'll discuss US jobs data and inflation...unless Trump 2.0 delivers another surprise!

    15 min

  3. 6 MAR

    OTC Markets: Interview with Jason Paltrowitz, Executive Vice President, Corporate Services

    Progressive's Gareth Evans recently sat down with Jason Paltrowitz, Executive Vice President, Corporate Services at OTC Markets. The two discuss how the business operates and the opportunities that the OTC offers for companies and investors. 00:00 Opener00:31 What are OTC Markets, and how do they operate?02:58 Are there any additional regulatory overheads?04:50 Is the ability to offer easier-to-manage shares for US employees a motivator for listing?07:13 How much of the growth in volume trading comes from new companies listing, and how much comes from trading of existing stocks?08:59 Do you think we'll ever reach overnight trading?11:37 I see you run a $1billon + index, could you talk about why companies of that scale are interested in having an OTC listing?13:25 What are the costs of listing on the OTC?16:51 Closing comments OTC Markets offers the ability for UK-listed companies to list and trade their shares in the USA.  The regulatory structure is almost unbelievably flexible, relying on the UK stock market regulations with little to no additional requirement.  The opportunity for additional liquidity and investor interest is significant, and a number of companies - large and small - are looking to the OTC to help them find a new pool of investors.

    18 min

  4. 5 MAR

    Talking Tech - Episode 15

    Progressive Analysts, George O'Connor and Ian Robertson’s regular review of the technology sector. George updates us on PLC awards winners – all well deserved and fingers crossed for none of those traditional subsequent share price declines. Ian looks to Pinewood.AI and the issue of where the value really lies in AI. It looks to have paid a ‘full’ price for Seez, but it makes strategic sense, and if investors think they themselves can call the quality of the decision now, then they should be placing their bets elsewhere. This leads George onto how AI is impacting the tech services companies and to where’s the real AI driven growth going to come from for the software providers. Crash landing back onto planet small-cap, we touch on which stories are truly AI related, KX being a real one, and the damage that can be done to portfolios and companies when management find themselves ‘managing to the broking story’.

    15 min

  5. 4 MAR

    Nexteq (NXQ) Capital Markets Day Highlights - February 2025

    Nexteq’s recently appointed management team of Duncan Faithfull, CEO, and Matt Straight, CFO, along with senior leaders from across the business present the Group's three-year plan and strategic ambitions for the end of 2027 at its 2025 Capital Markets Event. The presentations also showcase, through practical demonstrations, the Group's innovative new technology solutions which are being launched across Nexteq's focus markets. Duncan Faithfull, CEO00:18 One Nexteq & 3-year plan Matt Staight, CFO00:57 Financial ambition01:26 Organic growth plan Nexteq (AIM: NXQ) is a strategic technology solutions provider to customers in selected industrial markets. Its innovative technology enables the manufacturers of global electronic equipment to outsource the design, development and supply of non-core aspects of their product offering. By outsourcing elements of their technology stack to Nexteq, customers can focus their product development effort on the most critical drivers of their business' success. Our solutions are delivered through a global sales team and leverage the Group's electronic hardware, software, display and mechanical engineering expertise. Our Taiwan operation is at the heart of Asian supply networks and facilitates cost effective manufacturing and strategic supply chain management. The Group operates in six countries and services over 500 customers across 47 countries. Nexteq operates two distinct brands: Quixant, a specialised computer platforms provider, and Densitron, leaders in human machine interface technology, each with dedicated sales, account management and product innovation teams. Founded in 2005, and later floating on the London Stock Exchange's AIM stock market as Quixant plc, the Group rebranded to Nexteq in 2023. Further information on Nexteq and its divisions can be found here.

    3 min

  6. 28 FEB

    The Market Call - Week Ending 28th February 2025

    Jeremy and Gareth talk this week about Trump 2.0 launching with a number of "adults in the room" who Trump trusts, and who can get things done. One thing that might get done is a US/UK trade deal...Jeremy describes how the stars could align, and how the UK's separation from Europe might save us from the worst of Trump's tariffs. Absent much other UK stock news, Jeremy talks about LSEG, whose results demonstrate just how small the London Stock Exchange actually is, relative to the rest of the group's business. This leads to discussion of the US, where the OTC is generating real interest, and Singapore, where the authorities are actively promoting local investment and local listings. Next week is jobs week in the USA...fingers crossed that all is well.

    15 min

  7. 26 FEB

    Wynnstay Group (WYN) Full Year results presentation - February 2025

    Wynnstay Group CEO, Alk Brand and CFO, Rob Thomas present the group's results for the year ended 31 October 2024, followed by Q&A. Alk Brand, CEO00:16 Introduction Rob Thomas, CFO01:19 Business Summary02:36 FY24 highlights Alk Brand, CEO & Rob Thomas, CFO06:10 Feed and Grain10:54 Fertiliser & Seed13:41 Depot merchanting Rob Thomas, CFO17:18 Income statement19:09 Balance sheet20:30 Cash flow statement21:07 Net cash22:03 Capital allocation policy Alk Brand, CEO24:03 Growth strategy26:51 Introducing Project Genesis Rob Thomas, CFO29:45 Driving value Alk Brand, CEO32:06 Initiatives to enhance returns Alk Brand, CEO & Rob Thomas, CFO 35:14 Summary & outlook 37:01 Q&A Wynnstay is a leading UK provider of agricultural supplies and services to farmers, mainly in England and Wales. The Group’s wide range of agricultural inputs includes feed, seeds and fertiliser. It also provides grain marketing services to arable farmers and its specialist teams offer farmers advice on animal health and nutrition products as well as on soil health, environmental measures, and the latest farming techniques. Wynnstay supplies direct-to-farm and via its network of depots, which sell an extensive range of farm supplies, including hardware, feed and dairy hygiene products. The depots also cater for rural dwellers. Wynnstay manufactures a range of branded feeds, trades feed raw materials, operates a modern seed processing facility and is the second largest fertiliser blender in the UK. Based in Wales, Wynnstay originated as a farmers’ co-operative in 1918 and joined AIM in 2004. It has established a strong record of rising dividends.

    54 min

  8. 14 FEB

    The Market Call - Week Ending 14th February 2025

    This week, Progressive's Gareth Evans and Jeremy McKeown tackle the investment implications of Trump 2.0. After shocking the world with his suggestion of turning Gaza into the Riveria of the Middle East, Trump has moved on to Ukraine. Such events illustrate how the accepted World order has broken down. Where is the UN in all of this? One outcome has been a new all-time high in the gold price, indicating heightened risks and uncertainties for global investors. The US inflation data also came in hot. Yet, counter-intuitively, it didn't dent the gold bull market, indicating perhaps investor concerns over policy errors or breakdown in the relationship between the Treasury and the Fed. Relative to other monetary metals, gold looks expensive, and silver or platinum might offer better opportunities to protect against fiat money debasement. Not advice; do your own research. China's equity values have recovered strongly after the Deep Seek AI revelations. Alibaba's stock has risen over 40% in less than a month, indicating the impact of the dispersal trade. The UK economy unexpectedly grew in Q4 last year. While negative sentiment surrounds the economy, UK assets remain relatively attractive to global investors. This week, one example of how the UK government prioritises economic growth is emerging in the newsflow of the motor finance and retail sectors. With significant exposure to car loans, Close Brothers and SU made constructive updates this week, indicating that motor finance might avoid the protracted drag on consumer lending that PPI became. Gareth covers the impact of government policy on Progressive clients Secure Trust Bank and Vertu Motors. Looking ahead, we will get UK inflation data next week, which is likely to indicate a flat annual rate of 2.5%. Also, we get Japanese inflation data, and the accompanying risk of the yen carry-trade unwind.

    15 min
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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

Information

  • Creator
    piworld
  • Years Active
    2018 - 2025
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright piworld 2018 All rights reserved.
  • Show Website
    PIWORLD audio investor podcasts

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