Latest videos

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
07:41

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
40:33

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
38:07

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
38:56

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
29:44

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
55:47

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
33:42

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
31:34

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
13:23

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
41:01

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
25:03

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
38:06

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
34:36

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
37:09

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
38:34

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
37:20

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
39:32

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
35:24

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
07:24

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
29:04

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 […]
Tern (TERN) presentation at Mello London May 2019
41:43

Tern (TERN) presentation at Mello London May 2019

By Albert E Sisto, CEO and Sarah Payne FD Tern Plc invests in, develops and sells private software companies with technology, based in the United Kingdom. The principal activity of the Company is investing in unquoted and quoted companies to achieve capital growth. The Company focuses on businesses in the cloud, Internet of Things (IOT) […]
Charles Stanley (CAY) Full year results 2019
08:16

Charles Stanley (CAY) Full year results 2019

Charles Stanley CEO Paul Abberley and CFO Ben Money-Coutts talk about the Groups’ full year results to 31st March 2019. Paul Abberley, CEO Introduction – 00:22 Ben Money-Coutts, CFO Financial highlights – 00:48 Profit margin – 04:07 Paul Abberley, CEO Improving the business – 07:10 Charles Stanley Group PLC is an investment company. The Company […]
Stobart Group (STOB) Full year results May 2019
03:08

Stobart Group (STOB) Full year results May 2019

Warwick Brady, CEO talks about Stobart Group’s full year results to 28th of February 2019. Highlights: 00:20 Stobart Aviation: 00:49 Stobart Energy: 01:22 Stobart Rail & Civils: 02:06 Summary & outlook: 02:32 Stobart Group Limited is engaged in infrastructure and support service businesses operating in the biomass energy, aviation and railway maintenance sectors, as well […]

Entertainment One (ETO) FY19 results presentation

Full year results presentation for the 12 months ending 31st May 2019 by CEO Darren Throop & CFO Joe Sparacio Darren Throop CEO Highlights – 00:17 Family & Brands – 04:19 Film, Television & Music – 11:45 Joe Sparacio CFO Financial review 19:46 Darren Throop CEO Summary & outlook – 34:24 Q&A – 35:57 Presentation […]
Entertainment One (ETO) FY19 results interview
04:28

Entertainment One (ETO) FY19 results interview

Entertainment One CEO Darren Throop talks about the Group’s full year results for the year ending 31st March 2019. Financial performance (00:19) Strategic progress (00:43) Family & Brands (01:32) Film, Television & Music (02:10) Summary & outlook (02:55)   Videos from Entertainment One
James Ramsdens opener 2_00241Interview with Peter Kenyon, CEO, RamsdensInterview with Peter Kenyon, CEO, RamsdensInterview with Peter Kenyon, CEO, RamsdensInterview with Peter Kenyon, CEO, Ramsdens
22:00

Interview with Peter Kenyon, CEO, Ramsdens

by James Lynch, Fund Manager, Downing Strategic Micro-Cap Investment Trust Ramsdens Holdings PLC (Ramsdens) is a financial services provider and retailer. The Company operates through four segments: Foreign Currency Exchange, Pawnbroking, Purchases of precious metals and Jewellery Retail. The Foreign Currency Exchange segment consists of primarily, the sale and purchase of foreign currency notes with […]
Proactis (PHD) H1 2019 results presentation
52:31

Proactis (PHD) H1 2019 results presentation

CEO, Tim Sykes talks us through interim results for the period ending 31st January 2019 PROACTIS Holdings PLC is a United Kingdom-based company, which is a Spend control and e-Procurement solution provider. The Company is engaged in the development and sale of business software, installation and related services. It offers a range of solutions, such […]
Attraqt (ATQT) Early Birds acquisition
06:20

Attraqt (ATQT) Early Birds acquisition

Attraqt Group plc (AIM: ATQT), the provider of SaaS solutions that power online shopping experiences, has announced the conditional acquisition of Early Birds SAS for consideration of €15.89 million and a conditional placing to raise £17.1 million at 27.0 pence per share. Attraqt CEO Luke McKeever talks about the acquisition of Early Birds, and how […]
Gervais Williams investor interview
29:34

Gervais Williams investor interview

Senior Executive Director, Miton Group plc Gervais talks to piworld about his background, who influenced his investing style, the macro themes, liquidity, the outlook for the markets and how his funds are positioned. Introduction & Gervais’ background – 00:20 Who have been the main influencers in your career – 01:55 What was the attraction of […]
Venture Life Group (VLG) 2018 results
03:26

Venture Life Group (VLG) 2018 results

Venture Life (VLG) CEO Jerry Randall, presents highlights of the Group’s 2018 results. Results highlights – 00:22 A transformational year – 00:45 Growth outlook – 02:09 Venture Life Group plc is an international consumer self-care company. The Company focuses on developing, manufacturing and commercializing products for the ageing population. Its segments include Brands, which includes […]
Venture Life Group (VLG) Overview & investment case
04:48

Venture Life Group (VLG) Overview & investment case

Venture Life (VLG) CEO Jerry Randall presents an overview of the Group, how they will grow and the investment case. Overview – 00:20 The business model – 01:14 The market environment – 02:07 The growth strategy – 02:54 The investment case – 03:45 Venture Life Group plc is an international consumer self-care company. The Company […]
Deepmatter (DMTR) Overview & investment case
06:06

DeepMatter (DMTR) Overview & investment case

CEO Mark Warne presents an overview of the Group, its technology and the investment case. DeepMatter Group Plc is a big data and analysis company which has built a technology platform – DigitalGlassware™, focused on enabling reproducibility in chemistry. It continues to develop this software to deliver applications resulting in new optimised chemicals, materials and […]
Proactis (PHD) Interim results & strategy review April 2019
06:54

Proactis (PHD) Interim results & strategy review April 2019

Tim Sykes, CEO, gives an overview of the interim results for the period ending 31st January 2019, further he outlines the strategic review highlights, and how PHD are positioning to take the strategy forward. Introduction & results overview – 00:35Strategic review – 01:20New business – 01:44Existing customers & retention – 02:44Leadership & management – 04:02Financial […]