PIWORLD Investor Podcasts

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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

  1. Sep 14

    The Pebble Group (PEBB) Half Year Results Presentation - September 2026

    The Pebble Group CEO, Chris Lee and CFO, Claire Thomson, present the group's results for the six months ended 30 June 2026, followed by a Q&A session. Chris Lee, CEO0:16 Introduction1:00 Market Opportunity2:35 Investment Case5:05 HY26 Highlights Claire Thomson, CFO6:00 Income Statement8:30 Balance Sheet9:10 Cash Flow9:40 Cash Generation Chris Lee, CEO10:30 Facilisgroup – Overview12:15 Facilisgroup – Key Financial & Operational Metrics13:20 Facilisgroup – Organic Growth16:45 Facilisgroup – Strategy Claire Thomson, CFO17:50 Brand Addition – Overview18:30 Brand Addition – Key Financial & Operational Metrics19:20 Brand Addition – EBITDA20:50 Brand Addition – New Business Acceleration21:40 Brand Addition – Strategy Chris Lee, CEO23:15 ESG24:38 Outlook26:34 Q&A The Pebble Group is a provider of technology, products, and related services to the global promotional products industry, comprising two differentiated businesses, Facilisgroup and Brand Addition, focused on specific areas of the promotional products market. Facilisgroup: Providing an end-to-end order processing system, combined with a proprietary operating method, market network and community support to growth orientated promotional products distributors in North America Brand Addition: An end-to-end creative branded merchandise agency that helps global brands build culture, awareness and meaningful connections with their customers, employees and communities

  2. Sep 10

    DF Capital (DFCH) Half Year 2026 Results Overview - September 2026

    DF Capital CEO, Carl D’Ammassa provides an overview of the company’s results for the six months ended 30 June 2026. 00:25 Introduction01:01 HY26 Review04:27 Looking Ahead DF Capital is a speciality lender providing flexible financing solutions that support the sales and growth of manufacturers, dealers and distributors operating in attractive underserved retail markets across the UK. As a bank, DF Capital’s lending is underpinned by its award-winning savings products, straightforward digital platform, and exceptional customer service. The Group is listed on AIM on the London Stock Exchange under the ticker DFCH. For more information, please visit www.dfcapital.bank

  3. Aug 18

    Secure Trust Bank (STB) Interim Results Overview - August 2026

    Ian Corfield, CEO, provides an overview of the group’s results for the 6 months to 30 June 2025. Ian Corfield, CEO00:16 Introduction00:49 Financial performance01:30 Delivering against strategic priorities 03:06 Outlook03:30 Summary STB is an established, well‑funded and capitalised UK retail bank with a more than 72‑year trading track record. STB operates principally from its head office in Solihull, West Midlands. The Group's diversified lending portfolio focuses on two lending sectors, with multiple product verticals, supported by a strong deposits franchise: (i) Business Finance, and (ii) Retail Finance through its V12 brand

  4. Jun 30

    Cerillion (CER) Interim Results Presentation - June 2026

    Cerillion CEO Louis Hall and CFO Gregory Price present the company's results for the half-year to 31 March 2026. Louis Hall, CEO00:18 Introduction01:05 HY highlights03:52 Operations07:00 About Cerillion09:55 Product offering10:30 Delivery model13:06 Customers14:55 BSS/OSS Market size15:36 Barriers to entry Gregory Price, CFO18:08 HY Financial KPIs Louis Hall, CEO19:50 Sales pipeline20:37 Summary & Outlook Cerillion has a 26-year track record in providing mission-critical software for billing, charging and customer relationship management ("CRM"), mainly to the telecommunications sector but also to other markets, including utilities and financial services. The Company has c.70 customer installations across c. 45 countries. Headquartered in London, Cerillion also has operations in India and Bulgaria as well as a sales presence in the USA, Singapore and Australia. The business was originally part of Logica plc before its management buyout, led by CEO Louis Hall, in 1999. The Company joined AIM in March 2016. www.cerillion.com

  5. Jun 17

    IG Design Group (IGR) Full Year 2026 Results - June 2026

    IG Design Group Interim Executive Chair, Stewart Gilliland and CFO Rohan Cummings present the group's results for the year ended 31 March 2026, followed by a Q&A Session. CEO Designate, Gerald Kuehr also provides an overview of why he joined the group. Stewart Gilliland, Interim Executive Chair00:16 Introduction00:48 FY2026 Summary03:23 The Group Today04:34 Progress against operational targets Rohan Cummings, CFO05:57 Progress against financial targets08:45 Group Revenue10:29 Adjusted operating profit11:56 Design Group Europe14:07 Design Group UK16:22 Design Group Australia18:20 Financial Summary20:40 Cash Flow Stewart Gilliland, Interim Executive Chair23:14 Growth drivers24:34 Capital allocation26:19 Glenart acquisitiontt28:12 Outlook Gerald Kuehr, CEO Designate30:06 Introduction & Joining Design Group 32:35 Q&A IG Design Group plc is one of the world's leading designers, innovators and manufacturers of gift packaging, greeting cards, stationery, creative play products and related items. The Group designs, sources and manufactures a broad portfolio of products across multiple categories and occasions, encompassing every day, seasonal and celebration ranges. The Group operates across key international markets, with a strong presence in the United Kingdom, Europe and Australia. Its products are sold to a diverse customer base including major retailers and supermarkets such as Tesco, Costco and Aldi, as well as discounters, online platforms and independent stores. The Group's heritage brand, Tom Smith, holds a Royal Warrant for the supply of Christmas crackers and Christmas wrapping paper to the Royal Family, a distinction it has held continuously since 1906. Across IG Design Group's global teams, it manages a portfolio of more than 22,000 SKUs, supplying over 550 million units annually to customers in approximately 70 countries. The Group operates a vertically integrated model, combining in‑house design expertise with global sourcing, manufacturing, distribution and fulfilment capabilities. Its manufacturing footprint includes three facilities located in Wales, the Netherlands and Poland. This integrated platform enables the Group to deliver innovative, responsibly sourced products at scale, while maintaining cost efficiency, speed to market and flexibility. IG Design Group plc is listed on the AIM market of the London Stock Exchange.

  6. Apr 24

    The Market Call - Week Ending 24th April 2026

    This week Progressive's Jeremy McKeown & Gareth Evans comment on the Middle East situation, its potentially huge and long-term impact on supply chains but also the ability of humanity to reinvent and rearrange very quickly. Jeremy suggests that the equity market's buoyancy is partly a short-squeeze on Mag 7 as AI spend continues to reach new frenzied highs, and asset managers want "safe" US Dollar assets. The US may have started this war, but their assets and their energy are largely safe from its immediate effects. Meanwhile Kevin Warsh is suggesting a new - and more nuanced - approach to Central Bank structures...lower interest rates for sure, but with a dose of academic justification. Playing to the crowd, perhaps...persuading the bond markets, hard to tell.

  7. Apr 24

    ITCOM - Schrödinger's Strait & The Gems Among The Rubble with Le Shrub and Laurence Hulse

    Progressive's Jeremy McKeown brings together an investing "odd couple": Laurie Hulse, UK small-cap stock picker and manager of the Onward Opportunities Investment Trust, and The Shrub, a world-renowned meme trader, parody hedge fund manager, and macro commentator. Together, they explore how to navigate market volatility and uncover wealth-building strategies by blending bottom-up micro-cap stock picking with top-down macro analysis. In this episode, they cover: The Reality of Public Markets vs Private Equity: Laurie reflects on the 3-year anniversary of Onward Opportunities, its graduation from AIM to the LSE primary listing, and the brutal, honest "mark-to-market" nature of public markets. The guests contrast this with the "deferred reckoning" of private markets, discussing the potential market impact of massive private valuations and the looming SpaceX IPO.The "Golden Age of Grift" & Market Absurdity: The Shrub explains his philosophy that "once you realise it's all nonsense, it starts to make sense". He breaks down why global markets ignore geopolitical crises—joking that as long as the S&P is above its 200-day moving average, even an asteroid strike is "priced in". He introduces the concept of "Schrödinger's Strait", where vital global shipping lanes are treated by the market as both open and closed simultaneously.The Capital Cycle & The UK Discount: Discover why a decade-long slump in UK equities might be the perfect setup for massive returns. The Shrub outlines the "capital cycle," explaining that the longer an asset is ignored, the more explosive its eventual upcycle will be. They discuss "Klaus," the imaginary European pension fund manager, and why trillions in capital reshoring to Europe could trigger a massive rally for UK and European assets.Gems Among the Rubble: Laurie shares real-world case studies of finding heavily discounted global businesses listed in the UK, including the highly successful acquisition of marine data business Windward and the podcasting platform Audioboom.Exit Liquidity & Survival Strategies: The Mavericks discuss why investors must plan their exits before they buy, whether through takeovers, US dual-listings, or graduating to larger markets, especially when dealing with illiquid small-cap stocks.Listen to the end for actionable takeaways on building portfolio resilience and surviving the "clown show" of modern markets.

    ITCOM - Schrödinger's Strait & The Gems Among The Rubble with Le Shrub and Laurence Hulse

  8. Apr 17

    Talking Tech - Episode 38

    Progressive's George O'Connor and Ian Robertson catch up on recent news and events in UK small and mid-cap tech and discuss the (limited) SaaSpocalypse scenarios for Cerillion, DotDigital and GB Group – a few of the UK listeds that have been seen their share prices caught in the crossfire. Cerillion might look to techies to be an easy AI technical target its business model, market position and end customer knowledge give it a major moat. DotDigital and GB Group are collections of mainly less than bleeding edge technology solutions, but there is considerable value in their established market positions. GB Group is sorting itself out whilst DotDigital faces the challenge of how to keep top line growth growing in a business area that is seeing constant innovation and change, but neither looks to be facing fundamental challenges from AI.

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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

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  • Creator
    piworld
  • Years Active
    2018 - 2026
  • Episodes
    905
  • Rating
    Clean
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    © Copyright piworld 2018 All rights reserved.
  • Show Website
    PIWORLD Investor Podcasts

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