Latest videos

The Property Franchise Group (TPFG) H1 2019 results presentation
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The Property Franchise Group (TPFG) H1 2019 results presentation

TPFG CEO Ian Wilson & CFO David Raggett present the Group’s interim results for the period ending 30th June 2019 Ian Wilson, CEO Introduction – 00:18 TPFG overview & history – 01:43 Results overview – 05:18 David Raggett, CFO Introduction & background – 11:28 Financial highlights – 14:50 Financial performance – 17:35 Group revenue by […]
Blue Whale: Interview with Stephen Yiu, Chief Investment Officer (CIO)
45:40

Blue Whale: Interview with Stephen Yiu, Chief Investment Officer (CIO)

Blue Whale was launched in September 2017, since when it’s achieved an annualised return of 21%. Here, Stephen gives us an insight to how he achieves those return, and what they do differently. An interesting insight to those who manage their own money, or those who are interested specifically in Blue Whale Capital. Introduction – […]
Trinity Exploration & Production (TRIN) H1 2019 results interview
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Trinity Exploration & Production (TRIN) H1 2019 results interview

With Jeremy Bridglalsingh Managing Director & CFO interviewed by Tamzin Freeman, piworld. Jeremy runs through the highlights of H1 19, TRIN’s focus, and what investors can expect for the rest of the year. What are the key developments in H1? – 00:27 With strong revenue & profitability where does that leave the balance sheet? – […]
Wameja (WJM) H1 2019 overview by John Conoley, Executive Chairman
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Wameja (WJA) H1 2019 overview by John Conoley, Executive Chairman

We catch up with John Conoley, Executive Chairman on the interims and outlook, at Wameja (WJA), fomerly eServGlobal (ESG) Can you tell us how the structure of the business has changed, as Wameja? – 00:22 What is unique about Wameja? – 01:54 The KPIs – 02:38 Latest liquidity request – 04:47 Transaction volumes – 05:46 […]
Lord Lee – A taste of Stock Market Investment: Part 2
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Lord Lee – A taste of Stock Market Investment: Part 2

A piworld interview. Lord Lee, the veteran of stock market investing, continues to impart his wisdom. In this interview, he reflects on stock market cycles, and shares some of the companies he’s buying into after his windfall from Tarsus. What have you learned from stock market cycles throughout your investing history? – 00:35 Your cash […]
Empresaria (EMR) H1 2019 results presentation
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Empresaria Group (EMR) H1 2019 results presentation

By Rhona Driggs, CEO & Tim Anderson, CFO Operations – Rhona Driggs, CEO Introduction – 00:18 Diversified business model – 01:44 Overview of the half year – 03:18 What are we doing differently? – 06:20 Strategy & delivery – 11:00 Sectors & brands – 11:35 Investing in the business – 13:10 Financials – Tim Anderson, […]
Lord Lee: A taste of Stock Market Investment – Part one
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Lord Lee: A taste of Stock Market Investment – Part one

Lord Lee, who is a veteran of stock market investing, has just written Yummi Yoghurt – A Taste of Stock Market Investment! Predominantly a primer to engage potential teenage investors, but universally relevant to all newbie investors. Here, Lord Lee discusses his book and imparts some of his investing wisdom, relevant to new and seasoned […]

Empressaria (EMR) H1 results August 2019

Rhona Driggs, CEO and Tim Anderson, CFO, talk about the Group’s interim results for the 6 months ending 30th June 2019. Introduction – 00:18 Financial highlights – 01:29 Driving growth and profitability – 02:17 Outlook – 03:39   Videos from Empresaria
The perspective of a teenage investor, a piworld interview.
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The perspective of a teenage investor, a piworld interview.

If you’re trying to get your teenage relative(s) into investing, watch this. Ryan began investing at 11 years old, having made money from car boot sales, and other entrepreneurial activities. He opened his account with £1,000. Over the last 6 years, has achieved an average annual return of around 100%! Here, he outlines how he […]
Ultra Electronics (ULE) interim results August 2019 Analyst presentation
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Ultra Electronics (ULE) interim results August 2019 Analyst presentation

By Simon Pryce, CEO & Amitabh Sharma, Group FD. Simon Pryce, CEO Results overview – 00:18 Changing strategy – 03:26 Fix: Progress – 06:50 Grow: Tech strength delivering on new programmes – 09:59 Ami Sharma, Group FD Financial highlights – 13:29 Revenue & profit bridges – 15:21 Divisional performances – 16:50 Average working capital turn […]
Ultra Electronics (ULE) H1 results August 2019
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Ultra Electronics (ULE) H1 results August 2019

Ultra Electronics CEO Simon Pryce talks about the Group’s interim results for the six months ending 30th of June 2019. Are you pleased with the H1 results? – 00:19 Have your findings about Ultra remained the same? Have there been any more surprises? – 00:48 Is there any update on strategy? – 01:22 What is […]
WHIreland (WHI) Full year results July 2019
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WHIreland (WHI) Full year results July 2019

WHIreland CEO Phillip Wale presents the Group’s full year results to 31st May 2019. Introduction – 00:21 Restoring profitability – 02:16 A robust business – 02:57 The new management team – 03:25 Wealth management – 04:35 Corporate & institutional broking – 05:05 Summary & outlook – 05:33 WH Ireland Group plc is a holding company. […]
NWF Group (NWF) Full Year results July 2019
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NWF Group (NWF) Full Year results July 2019

NWF CEO Richard Whiting and Group FD Chris Belsham, present the Group’s full year results to 31st May 2019. Richard Whiting, CEO Introduction – 00:18 Results summary – 00:28 Fuels highlights – 01:22 Food highlights – 02:19 Feeds highlights – 02:50 Chris Belsham, Group FD Financial highlights – 03:43 Income statement – 03:48 Balance Sheet […]

SThree (STHR) H1 results presentation 22nd July 2019

CEO Mark Dorman and CFO Alex Smith present the company’s half year results for the six months ending 31st May 2019. Mark Dorman, CEO Introduction – 00:18 Alex Smith, CFO Performance – 01:04 Mark Dorman, CEO Strategy & business overview – 12:42 Q&A – 22:57 SThree plc is an international staffing company, which provides specialist […]
SThree (STHR) H1 results interview July 2019
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SThree (STHR) H1 results interview July 2019

CEO Mark Dorman and CFO Alex Smith talk about the company’s half year results for the six months ending 31st May 2019. Mark Dorman, CEO Introduction – 00:21 Alex Smith, CFO Financial highlights – 01:16 Why focus on contract? – 02:50 Support relocation success – 04:18 Non financial KPI’s 04:33 Mark Dorman, CEO Market drivers […]
Rosenblatt Group (RBGP) Presentation at Mello May 2019
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Rosenblatt Group (RBGP) Presentation at Mello May 2019

By Nicky Foulston, CEO Introduction & Nicky’s background – 00:18 Summary – 04:34 Growth strategy – 07:41 Financial highlights – 10:34 Legal services market – 14:36 Peer group metrics – 15:53 Remuneration – 17:10 Litigation funding – 22:03 Dividends & M&A – 28:16 Outlook – 28:45 Q&A – 29:33 Rosenblatt Group PLC is a United […]
Downing: Income & Growth presentation at Mello May 2019
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Downing: Income & Growth presentation at Mello May 2019

Downing: Income and Growth By James Lynch, Fund Manager, Downing & Ian Fishwick, Chairman, AdEPT Technology James Lynch, Fund Manager, Downing Introduction – 00:28 Market opportunities: small cap v large cap – 01:23 DiscoverIE – 03:05 AdEPT Technology – 07:34 Ian Fishwick, Chairman, ADT ADT Key Fundamentals – 08:28 ADT Strategy – 10:18 ADT Sectors […]

Codemasters (CDM) FY19 results presentation

By Frank Sagnier, CEO & Rashid Varachia, CFO Intro video – 00:18 Frank Sagnier, CEO Key highlights – 01:33 Digital sales – 07:00 The market – 13:55 Rashid Varachia, CFO Financial overview – 17:55 Frank Sagnier, CEO Looking ahead – 31:08 Summary – 44:39 Codemasters Group Holdings PLC, formerly Codemasters Group Holdings Limited, is a […]
Castleton Technology (CTP) FY19 results investor presentation
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Castleton Technology (CTP) FY19 results investor presentation

A comprehensive overview of FY19 results. *To get an introduction to CTP see links below. Dean Dickinson CEO Overview of FY19 results – 00:18 Castleton Community Solution for smaller HAs – 03:14 CTP solution set – 04:13 The market opportunity – 07:29 Case study – 08:45 Haywood Chapman CFO Financial highlights – 11:17 Contracted backlog […]
Keith Ashworth-Lord, The UK Buffettology Fund: interview part two
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Keith Ashworth-Lord, The UK Buffettology Fund: interview part two

Keith Ashworth-Lord CIO, Sanford DeLand UK Buffettology Fund Another inspiring 30 mins from Keith talking us through valuations, self-discipline, learned lessons, Woodford, and much more. Valuation of good companies – 00:20 AB Dynamics – 02:08 Sell discipline – 04:45 Lessons learned from past mistakes – 06:04 Lessons learned from Woodford? – 10:08 Do you have […]
Zoo Digital Group (ZOO) FY19 results presentation
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Zoo Digital Group (ZOO) FY19 results presentation

By Stuart Green, CEO & Philip Blundell, CFO Stuart Green, CEO Introduction – 00:19 ZOO at a glance – 01:20 Highlights – 02:18 Vendor selection by large buyers – 05:00 The OTT market today – 09:08 2019-20: Transition of OTT Services – 10:55 Hours of content by platform (US) – 12:49 Strategic Pillars & Progress […]
Trackwise Designs (TWD) Presentation at Mello May 2019
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Trackwise Designs (TWD) Presentation at Mello May 2019

By Philip Johnston, CEO Introduction – 00:18 About Trackwise – 00:43 RF business – 01:45 Improved Harness Technology (IHT) – 04:22 The competition – 09:10 Business strategy – 11:08 2018 highlights – 11:44 Financial highlights – 13:01 IHT today – 13:30 Summary – 18:50 Q&A – 20:00 Trackwise Designs PLC is a United Kingdom-based company […]
Creightons (CRL) FY19 preliminary results presentation
01:12:20

Creightons (CRL) FY19 preliminary results presentation

By Bernard Johnson, Group MD Pippa Clark, Global Marketing Director Paul Forster, Group Finance and Commercial Director Bernard Johnson, Group MD Introduction – 00:18 Paul Forster, Group Finance and Commercial Director Financial highlights – 06:40 Revenue – 10:38 Operating profit – 11:33 Operating margin – 12:35 R&D impact – 13:28 Diluted EPS – 14:15 ROCE […]

Polar Capital Holdings (POLR) Presentation at Mello May 2019

A presentation by Gavin Rochussen, CEO Introduction – 00:18 What is the Polar Capital model? – 00:49 Attracting the best talent – 01:48 Market perspective – 04:04 Assets under management & analysis – 05:35 Style bias – 09:02 Current active share – 09:54 Strategy performance – 11:09 Capacity – 14:40 Areas of strategic focus – […]
Keith Ashworth-Lord interview part one
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Keith Ashworth-Lord, The UK Buffettology Fund: interview part one

Keith Ashworth-Lord, Sanford DeLand, Chief Investment Officer, The UK Buffettology Fund. Keith was inspired by Benjamin Graham, which led him to Buffett.  Keith views his investments as a Business Manager, rather than a Fund Manager.  An approach which has rewarded him, with Return on Investment of c.200% since he launched the Buffettology Fund in 2014.  […]
Axiom European Financial Debt Fund (AXI) presentation at Mello Trusts & Funds May 2019
06:33

Axiom European Financial Debt Fund (AXI) presentation at Mello Trusts & Funds May 2019

European Financials: Value trap or Investment opportunity By David Benamou, CIO, Axiom Alternative Investments Who are Axiom? – 00:17 Performance targets of Axiom credit funds – 00:40 Reasons to invest in Subordinated Financial – 02:50 Banks 2008-2019 – 04:16 Axiom European Financial Debt Fund Limited is a closed-ended investment company. The investment objective of the […]
Polar Capital Technology Trust (PCT) presentation at Mello Trusts & Funds May 2019
48:55

Polar Capital Technology Trust (PCT) presentation at Mello Trusts & Funds May 2019

Polar Capital Technology Trust (PCT) By Ben Rogoff, Investment Director, Technology Introduction – 00:18 The team – 01:07 Investment framework – 02:32 Thematic investing: Hype v Reality – 05:10 Technology change: Little Chef – 07:28 Internet: new networks on unprecedented scale – 10:58 Digital disruption – 15:06 Artificial intelligence – 24:47 Autonomous vehicles – 26:11 […]
Hardman & Co: Hot Topics in the Tech sector Presentation at Mello May 2019
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Hardman & Co: Hot Topics in the Tech sector Presentation at Mello May 2019

By Milan Radia, Technology Analyst, Hardman & Co Introduction – 00:18 Internet – 01:29 Key sector themes – 02:27 Internet of Things (IoT) – 03:36 SmartHome and LightWave – 04:52 Evolution of AI – 06:20 Chatbots/Artificial solutions – 08:01 Cloud Adoption – 10:09 Assessing investability – 11:14 Hardman & Co are a rapidly growing, innovative […]
PCF (PCF) ShareSoc presentation June 2019
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PCF (PCF) ShareSoc presentation June 2019

By Scott Maybury, CEO Introduction – 00:18 Company overview – 00:55 Operational highlights – 04:51 Financial highlights – 09:24 Business lines – 11:02 2019 Achievements – 17:30 Outlook – 19:27 Strategic objectives – 22:06 Q&A – 24:33 PCF Group plc, formerly Private & Commercial Finance Group plc, is engaged in banking business. The Company offers […]
Urban Logistics REIT (SHED) presentation at Mello Trusts & Funds May 2019
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Urban Logistics REIT (SHED) presentation at Mello Trusts & Funds May 2019

By Richard Moffitt, Director & CEO, & Christopher Turner, External Management Team, Property Director Introduction – 00:18 Investment strategy – 00:37 The Board & Manager – 07:14 Portfolio: High Quality Tenants – 08:59 Portfolio Highlights – 13:14 The Market – 17:23 Summary – 23:30 Urban Logistics REIT plc, formerly Pacific Industrial & Logistics REIT plc, […]
Castleton Technology (CTP) full year results to 31st March 2019
07:33

Castleton Technology (CTP) full year results to 31st March 2019

by CEO Dean Dickinson and CFO Haywood Chapman. Introduction – 00:18 Financial highlights – 0:46 Progress – 01:52 Acquisitions – 04:29 Outlook – 05:34 Castleton Technology plc, formerly Redstone PLC, is an investment holding company. The Company is engaged in providing software and managed services to the public and not-for-profit sectors, mainly the social housing […]
IG Design Group (IGR) FY19 results presentation June 2019
54:36

IG Design Group (IGR) FY19 results presentation June 2019

By Paul Fineman, CEO & Giles Willits, CFO Introduction & overview – 00:18 Revenue breakdown – 02:30 Commitment to shareholders – 04:16 Financial overview – 06:25 Margin targets – 09:39 Cash conversion – 11:56 Balance Sheet & IFRS16 – 14:41 New banking facility – 15:32 Future targets – 16:49 Strategic drivers & outlook – 18:07 […]
T Clarke (CTO) Presentation at Mello May 2019
34:39

T Clarke (CTO) Presentation at Mello May 2019

T Clarke (CTO) Presentation at Mello May 2019 By Mark Lawrence, Gp CEO & Trevor Mitchell, Gp FD Video overview of T Clarke – 00:18 Introduction – 02:28 What CTO does – 03:27 Financial summary – 06:09 Current market expectations for 2019 – 07:49 A selection of current projects – 08:53 Our five target markets […]
Tavistock investments (TAVI) Presentation at Mello May 2019
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Tavistock investments (TAVI) Presentation at Mello May 2019

By Brian Raven, CEO & Q&A with contribution from Oliver Cook, Chairman Introduction – 00:18 Why invest in Tavistock? – 01:04 Why financial services? – 02:15 The strategy – 03:54 The brand – 05:44 Strategic partnerships – 07:01 Delivering explosive growth & business model – 08:02 The timeline – 11:13 The financials – 11:49 Group […]
Park Group (PARK) Final results to 31 March 2019
05:21

Park Group (PARK) Final results to 31 March 2019

CEO Ian O’Doherty provides an overview of Park Group’s final results for the year ended 31 March 2019 and the implementation of the strategy. Highlights – 00:22 Operational performance – 00:52 Implementing the strategy – 01:29 An evolving market place – 02:44 Summary & outlook – 04:27 Park Group plc is a multi-retailer gift voucher […]
Malvern International (MLVN) Presentation at Mello May 2019
31:45

Malvern International (MLVN) Presentation at Mello May 2019

By CEO Sam Malafeh and CFO Bharat Guha. Sam Malafeh (CEO) Introduction – 00:18 History – 01:29 The management team – 03:18 The education industry – 05:21 The business model – 07:53 Why Malvern? – 11:44 Accreditation & partners – 14:48 Scalability – 17:47 Locations – 18:07 Financial progress – 19:10 Bharat Guha (CFO) Bharat’s […]
Gresham House Energy Storage Fund plc (GRID) presentation at Mello Trusts & Funds May 2019
37:45

Gresham House Energy Storage Fund plc (GRID) presentation at Mello Trusts & Funds May 2019

By Bozkurt Aydinoglu Introduction – 00:17 A typical energy storage plant – 01:17 Summary of the fund – 02:29 Key investment characteristics – 06:11 Assets – 11:14 The market background – 11:45 Persistent volatility and wasted power – 13:42 A hedge for renewable investments – 15:09 Revenue opportunities – 17:07 Revenue assumptions – 20:40 Competitive […]
Gresham House Strategic plc (GHS) Presentation at Mello Trusts & Funds May 2019
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Gresham House Strategic plc (GHS) Presentation at Mello Trusts & Funds May 2019

By Graham Bird – Fund Manager Gresham House overview – 00:17 Gresham House Strategic overview – 03:07 What is strategic public equity? – 07:38 Market opportunity – 10:30 Performance – 14:34 Process – 15:18 Qualifying opportunities – 19:11 Value enhancements – 22:04 Top 10 holdings – 24:30 Track record – 29:31 The team – 29:45 […]
National Milk Records (NMRP) Presentation at Mello May 2019
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National Milk Records (NMRP) Presentation at Mello May 2019

By Andy Warne, MD & Mark Frankcom, FD Introduction – 00:18 Delivering results and passionate about growth – 01:13 Milk we give the provenance of the product – 02:56 We partner & protect; we ensure and assure; we service and support – 03:52 Corporate overview – 05:45 The Board 06:56 What do we do? – […]
Avation (AVAP) Presentation at Mello May 2019
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Avation (AVAP) Presentation at Mello May 2019

By Richard Wolanski, FD Introduction – 00:18 Company overview – 01:17 Snapshot of Avation – 08:22 Half Year 2019 Summary – 14:02 Historical Operation & Financial Performance – 14:56 Half Year 2019 Summary – 15:35 Attractive Industry Fundamentals – 20:28 Attractive Aircraft Portfolio – 23:14 Customers – 26:10 Growth and diversification continues – 26:50 Fleet […]
Circle Property (CRC) Presentation at Mello May 2019
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Circle Property (CRC) Presentation at Mello May 2019

John Arnold, CEO, Edward Olins COO Introduction – 00:20 Overview – 00:43 What we do – 02:53 Current portfolio – 04:32 The board & supporting team – 05:29 Company history – 07:19 Our strategy – 09:52 Market watch – falling supply in regional cities – 11:53 2018 Highlights – 13:19 The investment opportunity – 14:20 […]
Codemasters (CDM) 2019 Full year results
07:31

Codemasters (CDM) 2019 Full year results

By Frank Sagnier, CEO and Rashid Varachia, CFO Introduction – 00:20 Financial highlights – 00:53 Continued momentum – 01:36 Strategic partnerships – 03:57 Outlook – 05:37   An overview of Codemasters can be seen here.   Codemasters Group Holdings PLC, formerly Codemasters Group Holdings Limited, is a United Kingdom-based video game developer and publisher. Through […]
Codemasters (CDM) Overview & investment case
05:46

Codemasters (CDM) Overview & investment case

By Frank Sagnier, CEO Overview – 00:21 Strong franchises – 00:59 The business model – 02:24 The market – 03:44 The investment case – 04:55 Codemasters Group Holdings PLC, formerly Codemasters Group Holdings Limited, is a United Kingdom-based video game developer and publisher. Through its subsidiary, The Codemasters Software Company Limited, the Company designs, develops […]
Blue Whale Growth Fund presentation at Mello Trusts & Funds May 2019
27:31

Blue Whale Growth Fund presentation at Mello Trusts & Funds May 2019

By Stephen Yiu, CIO Introduction – 00:22 What we do – 00:54 Key facts of Blue Whale Growth Fund – 05:15 Investment process – 06:03 Company research – 07:06 Our definition of a high quality business – 08:13 Our approach to valuation – 10:07 Financial modelling & forecasts – 13:25 Portfolio construction – 17:25 What […]
Impax asset Management (IPX) Presentation at Mello May 2019
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Impax Asset Management (IPX) Presentation at Mello May 2019

By Ian Simm, Founder & CEO Introduction – 00:18 Investment philosophy: A fund that specialises in the transition to a more sustainable economy 02:44 Impax Asset Management – overview – 04:54 Track record of assets under management 1998-2018 – 06:59 Landscape for Investment Managers – 08:20 Drivers for environmental products & services – 11:28 Investment […]
SmartSpace Software (SMRT) Presentation at Mello May 2019
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SmartSpace Software (SMRT) Presentation at Mello May 2019

By Frank Beechinor, CEO Introductory video – 00:18 SMRT history – 03:17 The team – 04:16 SMRT product offering – 05:06 At a glance – 08:42 Our clients – 09:44 Final results – 13:18 – SwipedOn – 21:13 – Financial highlights – 30:47 Q&A – 32:35 Smartspace Software PLC, formerly RedstoneConnect PLC, is engaged in […]
K3 Business Technology Group (KBT) Presentation at Mello May 2019
35:00

K3 Business Technology Group (KBT) Presentation at Mello May 2019

By Adalsteinn Valdimarsson, CEO & Rob Price, CFO Adalsteinn Valdimarsson, CEO Introduction – 00:18 Business overview – 00:43 K3’s model – 02:32 Transformation Strategy – 04:15 Sales Strategy – 05:54 Customers – 08:13 IP Landscape – 09:12 K3 imagine – Cornerstone of IP Strategy – 11:18 Operational Highlights – 15:00 Rob Price, CFO Financials – […]
Proposed Sale of eServGlobal (ESG) core business
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Proposed Sale of eServGlobal (ESG) core business

Interview with John Conoley, eServGlobal, Executive Chariman eServGlobal announced it’s signed a conditional sale and purchase agreement to sell its core, eServGlobal operating business to Seamless Distribution Systems AB. John Conoley tells us more. Can you tell us more about the announcement? – 00:21 Why now and more about the core business? – 01:29 How […]
Panoply Holdings (TPX) Presentation at Mello May 2019
35:43

Panoply Holdings (TPX) Presentation at Mello May 2019

Presentation by Neal Gandhi, CEO & Co-Founder, with Oliver Rigby, CFO & Co-Founder and Jim Bowes, CIO Introduction – 00:18 Overview – 00:52 The team – 02:15 What we do – 04:56 Financial Summary – 09:55 Growth strategy – 10:58 Key differentiators – 14:45 Summary – 19:45 Q&A – 22:08 Panoply Holdings PLC is a […]
Mirada (MIRA) Presentation at Mello May 2019
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Mirada (MIRA) Presentation at Mello May 2019

By Jose Luis Vazquez, Founder & CEO Mirada plc is engaged in the provision and support of products and services in the digital television and broadcast markets. The Company operates through the segments, including Digital TV & Broadcast and Mobile. The Company offers software for digital television platforms. Its products include Iris Client, xPlayer and […]