Investor Meet Company - Audio Archive

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An audio archive of all investor presentations from UK listed companies hosted on Investor Meet Company.

  1. 1d ago

    CITY NATURAL RESOURCES GROWTH AND INCOME PLC - Investor Presentation

    City Natural Resources Growth and Income PLC, managed by Tufton Investment Management, provides an investor update on portfolio performance, market outlook and growth strategy across global natural resources. The managers highlight opportunities in energy, gold, uranium and selected mining companies, focusing on undervalued assets, geopolitical risks, supply constraints and persistent inflation. The trust combines active investment management with a quarterly dividend targeting 8% of net asset value, aiming to deliver long term total returns through strategic exposure to commodities and real assets.

  2. 2d ago

    AVACTA GROUP PLC - Interim Results

    Avacta Group PLC presented its Interim Results and investor update, highlighting significant progress across its oncology pipeline, financial position and growth strategy. The company continues to advance its proprietary pre|CISION® platform, designed to deliver tumour-targeted cancer treatments while reducing toxicity to healthy tissues. Lead next-generation candidate AVA6103, a FAP-activated exatecan peptide drug conjugate, demonstrated encouraging early clinical safety and pharmacokinetic results in its Phase 1 trial, with no neutropenia observed across the first three dosing cohorts. Management highlighted strong alignment between preclinical and clinical data, with tumour pharmacokinetic results expected in late 2026 or early 2027 and an initial efficacy readout anticipated in H1 2027. Avacta also outlined progress with AVA6000, its first-generation FAP-activated doxorubicin programme, with updated progression-free survival, safety and efficacy data in salivary gland cancer expected at ESMO 2026. Meanwhile, dual-payload candidate AVA6207 is progressing towards clinical candidate selection in Q4 2026, targeting resistance mechanisms in difficult-to-treat cancers. Financial results showed cash and short-term deposits of £20.27 million at 30 June 2026, with a subsequent £12.5 million oversubscribed fundraising strengthening the company's financial position. Avacta also confirmed ongoing discussions with pharmaceutical partners and plans to explore a potential NASDAQ dual listing in 2027. Looking ahead, management emphasised upcoming clinical milestones, intellectual property development, strategic partnerships and opportunities to unlock long-term shareholder value through its expanding precision oncology pipeline.

  3. 2d ago

    KENMARE RESOURCES PLC - Q3 2026 Production Update

    Kenmare is planning to announce its Q3 2026 Production Update on 15 October 2026. Management will host a webcast at 2pm UK time on the day to discuss the announcement.

  4. 2d ago

    SERAPHIM SPACE INVESTMENT TRUST PLC - Full Year results for the twelve-month period ended 30 June 2026

    Seraphim Space Investment Trust PLC (LSE: SSIT) presented its full-year financial results for the 12 months ended 30 June 2026, reporting exceptional portfolio growth and strong shareholder returns amid accelerating investment in the global space technology sector. NAV per ordinary share total return reached 102.9%, while share price total return increased by 119.4%. Net assets rose 150.6% to £704.4 million, with the investment portfolio's fair value increasing to £605.5 million. Management highlighted the outstanding performance of ICEYE, its largest holding, which accounted for 53.9% of NAV and contributed significantly to portfolio valuation gains, supported by major defence contracts, revenue growth and strong EBITDA performance. Other key investments, including Xona, Tomorrow.io, Pixxel, Skylo and HawkEye 360, demonstrated commercial progress, technological innovation and expanding market opportunities. The trust also raised £137 million through a C share issuance, strengthening its balance sheet and providing renewed capital to pursue high-conviction investments across satellite communications, defence, navigation, weather intelligence and space infrastructure. Private companies within the top 10 holdings delivered 237% fair-value-weighted revenue growth, while 96% of the portfolio was fully funded or had at least 12 months of funding runway. Management addressed portfolio concentration, disciplined C share deployment and its long-term growth strategy, emphasising opportunities arising from increasing geopolitical demand, sovereign space capabilities and institutional investment in space technology. Looking ahead, Seraphim remains focused on portfolio diversification, strategic capital allocation and capturing long-term value as the global space economy continues to expand.

  5. 2d ago

    CLEANTECH LITHIUM PLC - Dialling in from Australia

    Cleantech Lithium PLC provided an investor update highlighting progress towards the approval of its Chilean mining sale agreement, planned ASX listing and development of its lithium project portfolio. The company expects the sale agreement to progress through the Controller General’s Office, with final approval anticipated in the coming weeks, subject to the regulatory process. Approval will enable Cleantech Lithium to lodge its Australian prospectus, with ASX admission targeted before the end of 2026 to increase investor exposure, broaden analyst coverage and potentially address the valuation discount to listed lithium peers. Laguna Verde remains the company’s flagship project and development priority, with the board initiating preparation of its Environmental Impact Assessment (EIA), a critical step towards production. The EIA is expected to take approximately 12 months to prepare, with submission targeted for the end of 2027. Cleantech Lithium also reported positive Direct Lithium Extraction (DLE) test results, successfully completing the end-to-end process from extraction to lithium carbonate in Chile using its pre-feasibility study flowsheet. The company produced approximately 5kg of high-purity lithium carbonate, with purity ranging from 99.69% to 99.75%, supporting the technical assumptions underpinning its development plans. In Argentina, the company has secured exploration licences at the Antofalla salar, one of the country’s largest undeveloped lithium salars, strengthening its regional resource growth strategy. Subject to environmental permitting, Cleantech Lithium plans to undertake two exploration drill holes in 2027 at an estimated cost of $500,000, with the aim of establishing an initial mineral resource. The company’s longer-term strategy centres on building a regional lithium resource base around Laguna Verde, with the potential for a centralised processing facility near Copiapó to generate operational synergies. Together, regulatory progress, technical validation, exploration opportunities and the proposed ASX listing represent key milestones in Cleantech Lithium’s growth strategy.

  6. 3d ago

    AUDIOBOOM GROUP PLC - Q3 Results Trading Update

    Audioboom Group PLC delivered a record third-quarter performance in 2026, demonstrating strong organic revenue growth, expanding gross margins and significant adjusted EBITDA improvement. Revenue increased 17% year-on-year to $23.8 million in Q3, while gross profit rose 30% to $5.6 million and adjusted EBITDA increased 89% to $2.2 million, with the EBITDA margin improving to 9%. For the first nine months of 2026, revenue grew 25% to $69.5 million, gross profit increased 32% to $15.5 million and adjusted EBITDA rose 84% to $5.5 million. The company’s performance reflects its scalable podcast advertising platform, growing global distribution and continued focus on higher-margin revenue streams. Showcase, Audioboom’s technology-driven advertising marketplace, accounted for 41% of revenue during the first nine months, with sales increasing 44% to $28.2 million. Global podcast downloads and video views reached 190 million per month, up 47% year-on-year, expanding advertising inventory and monetisation opportunities. Gross margin improved to over 23% in Q3, supported by stronger revenue retention, an increased contribution from Showcase and operational efficiencies following the integration of Adalicious. Operating expenses remain tightly controlled, while improving cash generation and a $10 million revolving credit facility support the company’s disciplined mergers and acquisitions strategy. With more than $90 million in booked revenue and seasonally strong advertising demand expected in Q4, Audioboom upgraded its full-year market expectations and reported a positive outlook for the remainder of 2026. Looking further ahead, management aims to grow annual revenue beyond $200 million and EBITDA above $40 million by 2030, supported by strategic acquisitions and the continued scalability of its podcast technology platform.

  7. 3d ago

    EDX MEDICAL GROUP PLC - Investor Presentation

    EDX Medical Group PLC delivered an investor presentation outlining significant progress in the development and commercialisation of its ultra-precision diagnostic tests, with a focus on cancer, cardiovascular and infectious diseases. Founder and Chief Scientific Officer Sir Chris Evans highlighted the company's transition from product development to revenue generation, with management anticipating more than £2 million in expected revenues to be announced in the coming quarter. Key developments include the commercial availability of advanced bowel and testicular cancer diagnostics, chemotherapy sensitivity testing, liquid biopsy services and a ventilator-associated pneumonia test currently used at Addenbrooke’s Hospital. EDX Medical also outlined its expanding corporate health screening business, including a contract with Arnold Clark Group covering its 8,500 employees, alongside discussions with several other major employers. The Scottish Prostate Cancer Initiative, targeting 25,000 men, is nearing completion and is supporting the development of a new prostate cancer diagnostic test. Looking ahead, the company expects to launch additional ovarian cancer, prostate cancer and sepsis tests in 2027, targeting a portfolio of 10–15 revenue-generating products. Strategic partnerships with Thermo Fisher Scientific, NHS trusts and leading healthcare providers support its growth strategy, while its Cambridge laboratory capabilities and regulatory expertise provide opportunities for international expansion. Management anticipates accelerating revenue growth over the next 12 months, initially driven by UK commercialisation before expanding into European and US markets through distribution and licensing partnerships. EDX Medical remains focused on scaling its diagnostic portfolio, building recurring revenue streams and establishing a high-growth, commercially sustainable precision healthcare business.

  8. 3d ago

    ECOFIN GLOBAL UTILITIES AND INFRASTRUCTURE TRUST PLC - Investor Presentation

    Ecofin Global Utilities and Infrastructure Trust PLC (LSE: EGL) provided an investor update marking its 10th anniversary, highlighting its investment strategy, portfolio performance and the long-term growth opportunities across global utilities and infrastructure markets. Managed by the Ecofin team within Redwheel, the Trust focuses on delivering sustainable income and capital growth through investments in essential infrastructure, including electricity and gas utilities, renewable energy, environmental services and transportation. Over the past decade, EGL has delivered an annualised shareholder total return of approximately 13%, including dividends and net of fees, while achieving average annual dividend growth of 5% over the past five years. The portfolio currently offers a dividend yield of approximately 3.9%, with underlying holdings expected to deliver dividend growth of 5–7% annually. Management highlighted three structural growth drivers: accelerating global electricity demand, increasingly predictable cash flows through long-term regulated contracts, and improving earnings potential supported by rising infrastructure investment. Electrification, artificial intelligence, data centre expansion and ageing infrastructure are expected to drive significant capital expenditure and investment opportunities. Despite these favourable fundamentals, listed infrastructure valuations remain attractive, with EGL's portfolio trading at approximately 15 times earnings compared with 18 times for the broader global infrastructure market. The presentation also addressed interest rate volatility, nuclear energy investment, power grid resilience and the Trust's geographically diversified investment approach. Looking ahead, management remains confident in EGL's growth strategy, emphasising attractive valuations, inflation-linked revenues, sustainable dividends and long-term opportunities for investors seeking income and capital appreciation.

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An audio archive of all investor presentations from UK listed companies hosted on Investor Meet Company.

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