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. HÁ 2 DIAS

    The Market Call - Week Ending 17th January 2025

    Progressive’s Jeremy McKeown and Gareth Evans discuss the week’s macro picture, the impact on investors, companies reporting & what to look out for next week. 00:00 Introduction01:04 The Return of Bond Vigilantes04:05 UK market news06:24 National insurance rises07:55 Progressive client news - Petro Matad (MATD), Xaar (XAR) and Gamma (GAMA)11:04 Upcoming macro news UK Unemployment figures (Tues 21 Jan) UK Average earnings (Tues 21 Jan) Japanese inflation data (Thurs 23 Jan) Bank of Japan interest rate decision (Fri 24 Jan) 13:21 Outro About: Gareth Evans has 25 years’ research experience covering the Technology sector. An Oxford University graduate, Gareth qualified as an accountant before starting his research career covering the Pan European Chemicals sector at the American Investment Bank Donaldson Lufkin & Jenrette (DLJ), later acquired by Credit Suisse. He then moved to cover the Technology sector at ABN AMRO, Canaccord and at Investec for eleven years, where he was Joint Head of Research. Gareth has received numerous awards for his work, including being voted techMark Analyst of the Year. Jeremy McKeown has a degree in economics and an MBA. He has been working in the City for over forty years, both as an investment manager and at a number of leading investment banks including Merrill Lynch and Investec. His passion is for meeting, investing in and advising small and mid-sized businesses – and his previous roles give him a vast array of experience on which to draw. Jeremy’s role at Progressive includes helping clients with their investment cases, providing high quality content to our subscriber base and giving the team a valuable macro “framework” within which to evaluate and position our customers’ propositions.

    14min

  2. HÁ 4 DIAS

    Tern (TERN) Portfolio Update - January 2025

    Tern hosted an investor presentation and Q&A session on 9 January 2025. Presentations were given by the portfolio companies, which reinforced that all three businesses have made significant progress with major key accounts and important strategic partnerships. Read Progressive’s latest research note here or visit Tern's website here. Tim Metcalfe, Managing Director, IFC Advisory00:16 - Introduction Richard Vincent, CEO & Co-Founder, Fundamental Surgery01:59 - Fundamental Surgery Darren Antill, CEO, Device Authority14:43 - Device Authority Susant Patro, CEO & Co-Founder, Vortex IQ33:39 - Vortex IQ Jo Haliday, CEO & Founder, Talking Medicines49:50 - Talking Medicines 01:07:11 - Q&A Tern provides access to disruptive Internet of Things (IoT) start-ups with proven technology, not generally available to AIM investors. It operates a hybrid venture capital (VC) model, with shareholders acting as Limited Partners. This business model change was actioned in early 2017 following the acquisition of Device Authority Inc and Al Sisto becoming Tern CEO. Tern supports software companies that develop IoT security, enablement, and analytics solutions for the healthcare and industrial sectors. Tern is focused on accelerating the growth of portfolio companies from the point of investment to Series A or B, gaining external verification on valuations and maximising exit multiples. Tern has investments in: Device Authority (IoT security), Fundamental VR (VR haptic 'simulators' for surgery), Konektio, formerly InVMA (Industrial IoT), Wyld Networks AB (LoRa and Mesh), Talking Medicines (capturing the patient voice) and less than 1% of DiffusionData Ltd, formerly Push Technology (mission critical data). Tern has also committed to invest up to ?5m, over the 10-year life of the SVV UK Software Technology Fund.

    1h23min

  3. 10 DE JAN.

    The Progressive/PIWORLD Market Call - Week ending 10th January 2025

    Progressive’s Jeremy McKeown and Gareth Evans discuss the week’s macro picture, the impact on investors, companies reporting & what to look out for next week. 00:00 Opener00:52 Uncertainty around Trump04:38 UK macro backdrop for 202506:38 UK news: Trading updates from Retailers &  Christmas consumer spending08:03 Investing in the UK with the current macro backdrop12:37 Upcoming macro news: US Non-Farm Payrolls (Fri 10 Jan) UK Inflation Data (Weds 15 Jan) US Inflation Data (Weds 15 Jan) UK GDP Data (Thurs 16 Jan) 14:27 Outro About: Gareth Evans has 25 years’ research experience covering the Technology sector. An Oxford University graduate, Gareth qualified as an accountant before starting his research career covering the Pan European Chemicals sector at the American Investment Bank Donaldson Lufkin & Jenrette (DLJ), later acquired by Credit Suisse. He then moved to cover the Technology sector at ABN AMRO, Canaccord and at Investec for eleven years, where he was Joint Head of Research. Gareth has received numerous awards for his work, including being voted techMark Analyst of the Year. Jeremy McKeown has a degree in economics and an MBA. He has been working in the City for over forty years, both as an investment manager and at a number of leading investment banks including Merrill Lynch and Investec. His passion is for meeting, investing in and advising small and mid-sized businesses – and his previous roles give him a vast array of experience on which to draw. Jeremy’s role at Progressive includes helping clients with their investment cases, providing high quality content to our subscriber base and giving the team a valuable macro “framework” within which to evaluate and position our customers’ propositions.

    15min

  4. 9 DE JAN.

    SDI Group (SDI) Management Interview - January 2025

    An Interview with SDI Group CEO, Stephen Brown, providing an overview of the business, its refreshed strategy and insight into the acquisition of InspecVision. Read the research here. 00:00 - Introduction 00:28 - Can you give a brief overview, and tell us about the breadth of the business and the technological expertise that sits within the SDI Group?01:21 - Despite the difficult end markets, particularly in lab equipment how have you navigated these external challenges? 01:50 - What is the strategy of SDI and how is that translated into a sustainable operational reality? 02:34 - Can you tell us a bit more about what you did as part of the Strategic review that has now completed and what has been Implemented as part of the new strategic framework? 03:45 - What are the Long-term growth drivers for SDI and which businesses are best placed? 04:07 - One of the key attractions has been the levels of cash generation in the business and the ability to fund acquisition, can you say any more on this? 04:40 - Tell us what you are seeing M&A wise and what are you looking for when you buy a business? 05:15 - Tell us more about your most recent acquisition, InspecVision? Where does it sit and what opportunities do you see going forward? 06:02 - You clearly have strong access to capital and a healthy balance sheet to support the active M&A pipeline. Can you talk more about acquisition opportunities? 06:44 - You have recently resegmented the group and introduced a very clear mandate to grow the business both via organic growth and acquisition. Can you tell us more about how this is progressing? 07:30 - Can you expand on any of the operational efficiency initiatives to support margin growth? 08:05 - What are the benefits for portfolio companies, being part of SDI Group? Why would a management team decide to sell their business to SDI? 08:56 - We’ve touched on what sets SDI apart as a preferred buyer but some of your recent acquisitions have given you a broader geographic reach also. Can you say anymore about further geographic expansion opportunities? 09:28 - Just to finish off with the conundrum between M&A and organic growth, can you just end with your thoughts on this and any closing comments on SDI? SDl Group is an AIM-quoted group specialising in the acquisition and development of a portfolio of companies that design and manufacture niche analytical technology products for use within digital imaging and sensing and control applications in science, technology and medical markets. The group operates a well-established 'buy and build' strategy, supplementing organic growth with earnings-accretive acquisitions of complementary businesses that have sustainable profits and cash flows. Targets are primarily UK businesses with established reputations, capable of achieving significant organic growth through developing export markets. SDI Group takes a decentralised approach, with seasoned local management given broad discretion to run group businesses within defined limits. SDI Group typically acquires businesses generating up to £1m EBIT for around 4-6 times EBIT plus net assets, including earnout payments.

    11min

  5. 3 DE JAN.

    In the Company of Mavericks: Javier Milei, The Maverick President – with Robert Marstrand

    Progressive's Jeremy McKeown is joined by Robert Marstrand, an author and investor who writes the investment stack OfWealth. They discuss Javier Milei, Argentina's 'Maverick President', covering Argentina's political and economic background and the effects of Milei's reforms. 00:00 Introduction - About Argentina and Javier Milei08:07 Robert’s background14:32 Argentina’s political background17:24 How has Javier Milei met his goals?20:17 What’s the evidence on the ground of the supply side response?21:58 What’s the current political landscape?24:07 Potential risks28:01 What have been the effects of Milei’s changes to tariffs and taxes?34:02 How fast will Milei move in his reforms?35:31 Miliei’s relationship with Trump and the US38:03 What’s been driving his popularity?39:38 What does the future look like?42:21 What does Argentina look like from an investor's perspective?47:06 Conclusion About: Jeremy McKeown has a degree in economics and an MBA. He has been working in the City for over forty years, both as an investment manager and at a number of leading investment banks including Merrill Lynch and Investec. His passion is for meeting, investing in and advising small and mid-sized businesses – and his previous roles give him a vast array of experience on which to draw. Jeremy’s role at Progressive includes helping clients with their investment cases, providing high quality content to our subscriber base and giving the team a valuable macro “framework” within which to evaluate and position our customers’ propositions.

    48min

  6. 20/12/2024

    The Progressive/PIWORLD Market Call - Week ending 20th December 2024

    Progressive’s Jeremy McKeown and Gareth Evans discuss the week’s macro picture, the impact on investors, companies reporting & what to look out for next week. 00:50 US rate reductions04:44 UK Inflation and interest rates06:53 Japanese interest rates07:36 Other news: China, Russia, Trump09:18 Idox (IDOX) and Petro matad (MATD)10:48 Artisanal Spirits (ART)14:01 Outro About: Gareth Evans has 25 years’ research experience covering the Technology sector.  An Oxford University graduate, Gareth qualified as an accountant before starting his research career covering the Pan European Chemicals sector at the American Investment Bank Donaldson Lufkin & Jenrette (DLJ), later acquired by Credit Suisse. He then moved to cover the Technology sector at ABN AMRO, Canaccord and at Investec for eleven years, where he was Joint Head of Research. Gareth has received numerous awards for his work, including being voted techMark Analyst of the Year. Jeremy McKeown has a degree in economics and an MBA. He has been working in the City for over forty years, both as an investment manager and at a number of leading investment banks including Merrill Lynch and Investec. His passion is for meeting, investing in and advising small and mid-sized businesses – and his previous roles give him a vast array of experience on which to draw. Jeremy’s role at Progressive includes helping clients with their investment cases, providing high quality content to our subscriber base and giving the team a valuable macro “framework” within which to evaluate and position our customers’ propositions. About Progressive Research. Produced by Progressive Research, Distributed by PIWORLD

    14min

  7. 16/12/2024

    In the Company of Mavericks - Long Short Equity Management with Richard Stuckey of Ennismore

    Progressive's Jeremy McKeown and David Seaman of Alpha Cygni Investment Management are joined by Richard Stuckey, the manager of the Ennismore Global Equity Fund, to discuss the management of a long-short strategy in smaller global companies. 00:22 - Introduction09:49 - Managing risk in a long-short strategy22:30 - How does shorting affect the overall portfolio structure?24:11 - Genus (GNS)33:38 - Paradox Interactive40:51 - Geographic diversity & considering macro risks43:18 - Managing market inefficiency driven by mega-cap tech stocks, passive investment and meme-driven markets47:10 - Investing mistakes and learnings50:32 - Conclusion About: Jeremy McKeown has a degree in economics and an MBA. He has been working in the City for over forty years, both as an investment manager and at a number of leading investment banks including Merrill Lynch and Investec. His passion is for meeting, investing in and advising small and mid-sized businesses – and his previous roles give him a vast array of experience on which to draw. Jeremy’s role at Progressive includes helping clients with their investment cases, providing high quality content to our subscriber base and giving the team a valuable macro “framework” within which to evaluate and position our customers’ propositions. About Progressive Research. Produced by Progressive Research, Distributed by PIWORLD

    51min

  8. 13/12/2024

    The Progressive/PIWORLD Market Call - Week ending 13th December 2024

    Progressive’s Jeremy McKeown and Gareth Evans discuss the week’s macro picture, the impact for investors, companies reporting & what to look out for next week. 01:00 Overview: Middle East Uncertainty, Trump01:41 China’s monetary policy02:31 USA05:40 Springfield Properties (SPR) and VanElle Holdings (VANL)06:36 UK - Ashtead and Games Workshop (GAW)12:29 Forthcoming news: Chinese production data (Mon 16 Dec) UK inflation data (Weds 18 Dec) US interest rates (Weds 18 Dec) Bank of Japan interest rates (Thurs 19 Dec) UK Interest rates (Thurs 19 Dec) About: Gareth Evans has 25 years’ research experience covering the Technology sector.  An Oxford University graduate, Gareth qualified as an accountant before starting his research career covering the Pan European Chemicals sector at the American Investment Bank Donaldson Lufkin & Jenrette (DLJ), later acquired by Credit Suisse. He then moved to cover the Technology sector at ABN AMRO, Canaccord and at Investec for eleven years, where he was Joint Head of Research. Gareth has received numerous awards for his work, including being voted techMark Analyst of the Year. Jeremy McKeown has a degree in economics and an MBA. He has been working in the City for over forty years, both as an investment manager and at a number of leading investment banks including Merrill Lynch and Investec. His passion is for meeting, investing in and advising small and mid-sized businesses – and his previous roles give him a vast array of experience on which to draw. Jeremy’s role at Progressive includes helping clients with their investment cases, providing high quality content to our subscriber base and giving the team a valuable macro “framework” within which to evaluate and position our customers’ propositions. About Progressive Research. Produced by Progressive Research, Distributed by PIWORLD

    15min
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Sobre

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

Informações

  • Criado por
    piworld
  • Anos de atividade
    2018 - 2025
  • Episódios
    100
  • Classificação
    Livre
  • Copyright
    © Copyright piworld 2018 All rights reserved.
  • Site do podcast
    PIWORLD audio investor podcasts

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