Latest videos

Accrol Group (ACRL) Interim Results presentation January 2021
52:17

Accrol Group (ACRL) Interim Results presentation January 2021

Accrol Group H1 presentation delivered as part of the results roadshow, followed by Q&A. With Dan Wright, Executive Chairman, Gareth Jenkins CEO, & Graham Cox, Managing Director, Tissue Division. Dan Wright, Executive Chairman Introduction – 00:17 H1 Highlights – 00:46 Gareth Jenkins, CEO Management Team – 02:07 Financial Highlights – 03:21 Graham Cox, Managing Director, […]
piworld interview: Ben McKeown, Dowgate Capital
22:43

piworld interview: Ben McKeown, Dowgate Capital

Ben McKeown, CFA, Investment Director at Dowgate Capital, discusses how he manages money at Dowgate. We learn some of their investing criteria, and where he sees their current opportunities. Ben tells us that Dowgate Capital’s wealth management division is a younger, more dynamic wealth manager, where they aspire to generate returns of 20% a year, […]
piworld interview: Andrew Hollingworth – Reflections on 2020
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piworld interview: Andrew Hollingworth – Reflections on 2020

Andrew Hollingworth, Founder, HollAnd Advisors, discusses his investment approach and running a fund during CV19: what went well and badly, and opportunities for 2021. We get a real sense of some of the aspects of fund management. Andrew’s background & HollAnd Advisors – 00:31 How’s the fund performed since it’s inception? – 4:57 Growth v […]
RA International (RAI) investor presentation December 2020
47:38

RA International (RAI) investor presentation December 2020

Soraya Narfeldt (CEO), Lars Narfeldt (COO) and Andrew Bolter (CFO) give an overview of RA International and an update on current trading following December 2020’s trading update. Soraya Narfeldt, CEO Introduction – 00:17 Soraya Narfeldt, CEO, Andrew Bolter, CFO & Lars Narfeldt, COO What RAI do – 00:55 Clients – 03:12 Growth strategy – 05:42 […]
piworld 2020 round up interview: Mark Slater
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piworld 2020 round up interview: Mark Slater

Mark Slater, Chairman & CIO, Slater Investments, looks back at 2020. Codemasters (CDM) played out very well, as anticipated. The learnings repeated: in a crisis, don’t panic and take advantage of it; aggressively. Finally, Mark gives us his expectations for the UK markets in 2021, which he feels are attractive. What’s the fund’s ytd performance? […]
piworld 2020 round up interview: David Thornton
16:03

piworld 2020 round up interview: David Thornton

David’s performance from the lows of March to December 2020, was +99%, with a ytd performance (to 14.12.20) of +10%. Here David outlines what went well, with Tremor (TRMR), which endorses the need for patience and taking a long term view. IMImobile (IMO) didn’t go so well, selling out two weeks before their bid. However, […]
piworld 2020 round up interview: Stephen English
21:53

piworld 2020 round up interview: Stephen English

We interviewed Stephen back in April 2020. Now he updates us on joining Stellar Asset Management, on 1st September 2020. He discusses, what has gone well and how to avoid value traps, advising don’t buy a recovery stock unless it’s rallied significantly, citing Volex (VLX). What didn’t go so well and learnings, where he discusses […]
piworld 2020 round up of the year: John Rosier
17:49

piworld 2020 round up of the year: John Rosier

John called the market to perfection, when we spoke to him back in April 2020. He outlines how it’s played out for him throughout the rest of the year, what went well, what went less well, and what he’s most bullish about for 2021. A sanguine thought, if he’d have done nothing this year, he’d […]
piworld 2020 round up: Leon Boros
14:02

piworld 2020 round up: Leon Boros

Leon has had an exceptional performance this year, up 37%. His top contributor is Best of the Best (BOTB) which he continues to hold. He regrets selling Games Workshop (GAW) in the 40’s, but swallowed his pride and bought back recently. For 2021, he believes Wey Education (WEY) should outperform. Hopefully we’ll catch up with […]
piworld 2020 round up: Paul Scott
16:44

piworld 2020 round up of the year: Paul Scott

Paul’s achieved outstanding returns for the year, where he used hedging. Interesting flatter where he has no hedges. He highlights some great learnings both about using hedges, and separately that cheap companies can get a lot cheaper! For 2021, he is very bullish about BooHoo. Delivered in Paul’s usual charming and relaxed style. Enjoy! Paul’s […]
piworld 2020 round up of the year: Richard Leonard
29:46

piworld 2020 round up of the year: Richard Leonard

Richard’s had a rollercoaster of a year, in April he was down over 40% and has now recovered to c +8%, from peak to trough, up about 80%. His biggest regret, moving to almost 100% cash in March, but he got back on the horse quickly, buying Polar Capital amongst others. Hear more of his […]
piworld round up of the year: Cockney Rebel.
12:48

piworld round up of the year: Cockney Rebel.

One of a series of short interviews to round up 2020. Having spent most of the CV19 crash, cashed out and crashed out, Richard returned in top gear from June onwards. Here he tells us a few of the highlights, and his most favoured stock for 2021. Performance year to date c+35% – 00:50 What […]
Sthree (STEM) FY20 Trading Update – analyst meeting
29:00

SThree (STEM) FY20 Trading Update – Analyst Meeting

SThree CEO Mark Dorman and CFO Alex Smith present a full year trading update and the results of their latest client sentiment survey. Mark Dorman, CEO Introduction – 00:17 Full year overview – 00:54 Alex Smith, CFO. Full year trading – 05:08 Regional performance – 06:21 Positioning at year end – 07:51 Mark Dorman, CEO. […]
Benchmark (BMK) FY20 results analyst presentation
31:28

Benchmark (BMK) FY20 results analyst presentation

Trond Williksen, CEO & Spetima Maguire, CFO present FY20 results to analysts. A transformational year, completing the restructuring, with good growth opportunities and long-term growth drivers. Trond Williksen, CFO Introduction – 00:20 Overview – 00:49 Benchmarks objectives – 04:21 Septima Maguire, CFO Financials – 05:49 Trond Williksen, CFO Strategy – 18:23 Outlook & guidance – […]
Creightons (CRL) Interim results presentation, December 2020
01:11:54

Creightons (CRL) Interim results presentation, December 2020

A comprehensive financial overview by Paul Forster, Group FD and Commercial Director, illustrating CRL’s agility to deliver in spite of Covid. Followed by Pippa Clark, Global Marketing Director & Deputy MD’s summary of the beauty, fragrance and healthcare market, (a fascinating insight in itself; apparently the male grooming market collapsed with lockdown!), and how CRL […]
Tekmar Group (TGP) H1 results presentation December 2020
01:03:15

Tekmar Group (TGP) H1 results presentation December 2020

New CEO, Alasdair MacDonald gives a comprehensive overview of the business and the market, followed by Sue Hurst, CFO who presents the financials for the period ended 30th September 2020. Alasdair MacDonald, CEO Introduction – 00:18 Alasdair MacDonald, CEO & Sue Hurst, CFO Presentation team – 01:20 Alasdair MacDonald, CEO Group overview – 03:30 Product […]
Begbies Traynor (BEG) H1 analyst presentation December 2020
17:42

Begbies Traynor (BEG) H1 analyst presentation December 2020

Ric Traynor, Executive Chairman, and Nick Taylor, Group Finance Director, present H1 results for the six months ended 31 October 2020, outlining a strong first half performance and confidence in the full year outlook. Ric Traynor, Executive Chairman. Introduction to Begbies Traynor – 00:18 Overview of H1 – 01:20 Nick Taylor, Group Finance Director. Financial […]
Ted Baker (TED) 2021 Interim results overview
11:20

Ted Baker (TED) 2021 Interim results overview

Ted Baker’s CEO Rachel Osborne & CFO, David Wolffe summarise the H1 21 results, and give an update on Ted’s growth formula. Rachel Osborne, CEO Key Highlights – 00:37 David Wolffe, CFO Financial highlights – 02:38 Financial outlook – 04:05 Rachel Osborne, CEO Strategic progress – 05:08 Ted Baker Plc is a United Kingdom-based global […]
IG Design Group (IGR) 2021 Interim Results presentation
56:33

IG Design Group (IGR) 2021 Interim Results presentation

Paul Fineman, CEO & Giles Willits, CFO present the IG Design Group 2021 H1 results for the six months ended 30 September 2020. Paul Fineman, CEO, Introduction – 00:17 H1 Highlights – 00:36 Performance – 04:32 Strategy in action – 10:08 Giles Willits, CFO Financial highlights – 14:19 Profit & loss – 15:33 Cashflow – […]
The Panoply (TPX) interim results for 6 months ended 30.9.20
42:12

The Panoply (TPX) interim results for 6 months ended 30.9.20

Neal Gandhi, CEO & Oliver Rigby, CFO present the H1 results followed by Q&A. Given on 30.1.20. Neal Gandhi, CEO Introduction to the team – 00:33 TPX at a glance – 01:36 Competitive landscape – 02:37 H1 highlights – 05:25 Oliver Rigby, CFO Financials – 07:33 Neal Gandhi, CEO Growth strategy – 17:30 Outlook 29:25 […]
Cerillion (CER) Full Year 20 results presentation given at ShareSoc 29.11.20
42:26

Cerillion (CER) Full Year 20 results presentation given at ShareSoc 30.11.20

Louis Hall, CEO & Oliver Gilchrist, CFO present FY20 results at ShareSoc November 2020. Louis Hall, CEO & Oliver Gilchrist, CFO Introduction – 00:20 Louis Hall, CEO Business overview – 01:410 Products & markets overview – 03:30 Key highlights – 05:16 KPI’s 09:58 Oliver Gilchrist, CFO Financial highlights – 11:24 Income Statement – 15:12 Balance […]
Calnex Solutions (CLX) H120 results presentation, November 2020
45:35

Calnex Solutions (CLX) H120 results presentation, November 2020

Tommy Cook, CEO & Ashleigh Greenan, CFO present interim results for the period ended 30th September 2020. CLX IPO’d October 2020. Tommy Cook, CEO Introduction to Tommy & Ashleigh – 00:28 What Calnex do – 01:34 The telecom testing market – 04:46 H1 highlights – 07:20 CV-19 resilience – 09:05 Ashleigh Greenan, CFO Business model […]
WHIreland (WHI) Conditional Acquisition of Harpsden.
05:52

WHIreland (WHI) Conditional Acquisition of Harpsden.

Phillip Wale, Chief Executive & Stephen Ford, Executive Director, Head of Wealth Management outline the WHI plan for growth, and where the Harpsden Wealth Management acquisition fits into that. Phillip Wale, Chief Executive Plan for growth – 00:40 Stephen Ford, Executive Director, Head of Wealth Management Harpsden Wealth Management acquisition – 01:17 Strategic rationale for […]
Tracsis (TRCS) FY20 results presentation
58:34

Tracsis (TRCS) FY20 results presentation

Chris Barnes, CEO, Max Cawthra, CFO & Andy Kelly, (incoming CFO from February 2021) present TRCS FY20 results, providing more colour to the results, the outlook and the strategy going forward. Chris Barnes, CEO Overview – 00:34 Andy Kelly, (incoming CFO from February 2021) Introduction to Andy Kelly, incoming CEO – 01:37 Chris Barnes, CEO […]
RA International (RAI): Who they are & what they do.
09:47

RA International (RAI): Who they are & what they do.

Soraya Narfeldt, CEO, Lars Narfeldt, COO & Andrew Bolter, CFO outline RA International, including the company’s history, what they do, their values and the story since IPO. Soraya Narfeldt, CEO History of RA International – 00:19 Lars Narfeldt, COO & Andrew Bolter, CFO What we do – 01:41 Soraya Narfeldt, CEO The importance of trust […]
Mind Gym (MIND) H1 Investor presentation November 2020
46:42

Mind Gym (MIND) H1 Investor presentation November 2020

Octavius Black, Co-Founder & CEO, Richard Steele, CFO & Elaine Safier, Chief Digital Officer, outline Mind Gym’s H1 results, and their ambitious strategy to grow the business going forward. Octavius Black, Co-Founder & CEO H1: CV19 & Operational highlights – 01:05 Richard Steele, CFO H1: Financials – 04:24 Octavius Black, Co-Founder & CEO Investment for […]
Tracsis (TRCS) Full Year 2020 results overview
11:25

Tracsis (TRCS) Full Year 2020 results overview

Chris Barnes, CEO & Max Cawthra, CFO provide an overview of Tracsis FY20 results, the group’s development and what’s driving the business. Chris Barns, CEO Overview – 00:35 Max Cawthra, CFO Financial overview – 02:38 Chris Barns, CEO Group development – 04:11 Max Cawthra, CFO Trade post period end – 06:11 Chris Barns, CEO What […]
Argentex (ARGX) H1 results presentation November 2020
36:54

Argentex (AGFX) H1 results presentation November 2020

Carl Jani, Co-CEO outlines Argentex’s business model, their latest trading and the strategy going forward. Introduction – 00:18 What we do – 00:50 How we work – 01:44 Addressable market – 03:58 Clients – 05:43 Performance – 06:35 Interim results – 06:55 Income statement – 08:12 Balance sheet – 09:26 Cash – 10:07 H1 in […]
dotdigital Group plc (DOTD) Full Year results presentation
43:26

dotdigital Group plc (DOTD) Full Year results presentation

Milan Patal, CEO & Paraag Amin, CFO present the FY20 results, illustrating how the year has panned out with CV19. This comprehensively covers the market, the strategy and how they see the opportunities ahead. Milan Patel, CEO Introduction – 00:17 What we do – 00:25 Who we are – 01:03 The talent – 03:16 PLC […]
IG Design Group (IGR) H1 21 results overview
07:30

IG Design Group (IGR) H1 21 results overview

Paul Fineman, CEO & Giles Willits, CFO discuss the IG Design Group H1 results with piworld. Paul Fineman, CEO & Giles Willits, CFO H1 performance – 00:32 Giles Willits, CFO Financial postion in light of CV19 – 02:27 Paul Fineman, CEO IGR response to CV19 – 03:04 Giles Willits, CFO Non-US performance – 5:35 Paul […]
Charles Stanley (CAY) 2020 Half Year results overview
09:00

Charles Stanley (CAY) 2020 Half Year results overview

Charles Stanley CEO Paul Abberley and CFO Ben Money-Coutts present an overview of the Group’s Half Year results to 30th September 2020. Paul Abberley, CEO Overview – 00:23 Ben Money-Coutts, CFO Financial overview – 01:19 Paul Abberley, CEO Business transformation update – 06:30 Outlook – 07:52 Charles Stanley Group PLC is an investment company. The […]
dotdigital Group (DOTD) Full Year 2020 results overview
09:44

dotdigital Group (DOTD) Full Year 2020 results overview

CEO Milan Patel and CFO Paraag Amin, talk about the Groups’ full year results to 30th of June 2020 Milan Patel, CEO Overview of the year – 00:37 The impact of COVID-19- 03:25 Market overview – 05:21 Paraag Amin, CFO Financial highlights – 06:45 Milan Patel, CEO Outlook – 08:25 dotdigital Group Plc is a […]
A Tech Deep Dive into Silicon Carbide for investors
52:10

A Tech Deep Dive into Silicon Carbide for investors

An hour’s deep dive into silicon carbide (SiC) market, to summarise what investors should know. Here Dr Peter Gammon, who is an Associate Professor at the University of Warwick, talks about the power electronics market, technical characteristics of silicon carbide, suitability of silicon carbide for high voltage applications, issues and challenges in producing SiC devices […]
piworld interview: An hour with Paul Jourdan
58:53

piworld interview: An hour with Paul Jourdan

A fabulous hour with Paul Jourdan, CEO and Co-Founder of Amati Global Investors. We get a real sense of his investing rationale and thinking. Paul talks about where he sees market opportunities. How Amati dealt with CV19. Companies he thinks are interesting. What he’s learned from mistakes. Particularly thought provoking, his comment, it’s not the […]
Proactis Holdings (PHD) FY20 results presentation
35:26

Proactis Holdings (PHD) FY20 results presentation

By Tim Sykes, CEO & Richard Hughes, CFO Tim Sykes, CEO Key messages – 00:35 Highlights – 02:12 CV19 impact – 06:28 Growth strategy – 08:39 Target market – 11:30 bePayd – 13:44 TCV performance – 17:20 ARR performance – 21:16 HRA analysis – 23:49 Churn analysis – 25:37 Richard Hughes, CFO Financial highlights – […]
Proactis Group Holdings Full Year 2020 results overview.
04:34

Proactis Group Holdings Full Year 2020 results overview.

Tim Sykes, CEO, talks to piworld’s Tamzin Freeman about the Group’s full year results to 31st July 2020. The key themes for the year – 00:30 Highlights of the period – 01:00 Progress against growth strategy – 02:07 Operational progress – 03:08 Outlook – 03:48 PROACTIS Holdings PLC is a United Kingdom-based company, which is a Spend […]
WHIreland (WHI) Half year results overview, October 2020
03:47

WHIreland (WHI) Half year results overview, October 2020

WHIreland CEO Phillip Wale presents an overview of the group’s half year results for the period ended 30 September 2020. Introduction – 00:21 Financial highlights – 00:34 Wealth Management highlights – 01:13 Corporate & Institutional Broking highlights – 01:47 Outlook – 02:11 Wealth Management outlook – 02:18 Corporate & Institutional Broking outlook – 02:42 WH […]
piworld interview: An hour with Andy Brough & Richard Leonard
58:14

piworld interview: An hour with Andy Brough & Richard Leonard

We are privileged to spend an hour chatting to Andy Brough, Head of the UK & European Small & Mid Cap Team at Schroders, and Richard Leonard who co-runs a Family Office, an amazing duo. Firstly, we discuss their different perspectives as a family office and institutional fund, then, cover the macro picture, and drill […]
A piworld interview with David Thornton
58:49

A piworld interview with David Thornton

Growth Company Investor update, October 2020 David Thornton is Owner & Editor of Growth Company Investor (GCI). He tells piworld of his new ownership of GCI, updates on companies he mentioned in July, and gives an overview of those companies he’s recently interviewed, which he feels have good growth prospects. Introduction – 00:18 What does […]
Air Partner (AIR) interim results interview by piworld with Mark Briffa, CEO
12:18

Air Partner (AIR) interim results interview by piworld with Mark Briffa, CEO

Mark discusses AIR’s outstanding H1 with underlying PTP +250% and underlying EPS +198% mainly driven by Group Charter and Freight divisions. He goes on to discuss the performance of each of the divisions, the initiatives taken and then moves on to the opportunities including in the US, South Africa & with acquisitions. Finally, we cover […]
1Spatial (SPA) interim results presentation September 2020
42:40

1Spatial (SPA) interim results presentation September 2020

1Spatial (SPA) interim results presentation by Claire Milverton, CEO & Andy Fabian, CFO, given to analysts 30.09.20. Claire Milverton, CEO What we do – 00:31 H1 21 Financial overview – 04:07 Covid-19 & current trading – 06:33 Andy Fabian, CFO Financial results – 08:53 Claire Milverton, CEO Growth strategy – 17:20 Case studies of customer […]
Attraqt (ATQT) 2020 interim results overview
09:06

Attraqt (ATQT) 2020 interim results overview

Mark Adams, CEO discusses the Group’s interim results for the period ending 30th June 2020, and the acquisition of Aleph, with piworld. Introduction – 00:22 Why did Mark accept the position of CEO and initial observations – 00:30 Results overview – 02:09 What’s been happening in the market? – 04:36 Acquisition of Aleph – 05:38 […]
FireAngel Safety Technology (FA.) interim results overview
14:36

FireAngel Safety Technology (FA.) interim results overview

piworld catch up with John Conoley, Executive Chairman, FireAngel Safety Technology, to hear more about the interim results, where they’re at in their evolution, and how they see the outlook going forward. Who are FireAngel? – 00:30 Overview of H1 – 01:29 Operational performance – 04:02 Where’s FireAngel at in its evolution? – 07:07 The […]
XLMedia (XLM) H1 20 results presentation by Stuart Simms, CEO & Ian Balchin CFO
16:40

XLMedia (XLM) H1 20 results presentation by Stuart Simms, CEO & Ian Balchin CFO

XLM’s Stuart Simms, CEO, & Iain Balchin, CFO, give a brief presentation of H1 20 results, the strategy going forward, and the outlook. Stuart Simms, CEO Introduction to XLM – 00:48 Operating overview – 1:46 Recovery of the Casino business – 03:29 Current plans for the branded sites – 05:25 Iain Balchin, CFO Financial overview […]
Litigation Capital Management (LIT) FY20 results presentation
59:34

Litigation Capital Management (LIT) FY20 results presentation

Litigation Capital Management (LIT) FY20 presentation by Patrick Moloney, CEO, Nick Rowles-Davies, Executive Vice Chairman and Mary Gangemi, CFO. Patrick Moloney, CEO Overview of the year – 00:40 Measures of growth – 04 :05 LCM’s business model – 05:19 Asset management business – 09:05 Investment cycle – 10:26 Mary Gangemi, CFO. Full year financial highlights […]
piworld interview: An Hour with Cockney Rebel
57:24

piworld interview: An Hour with Cockney Rebel

Cockney Rebel AKA Richard Crow, has a name for making money in small caps, with a knack for perfect timing. He has an annual investment return of 30%+, and runs a private chatroom of over 250 members, who discuss stocks. In this interview we glean more about how Richard invests to get such good returns, […]
Judges Scientific (JDG) H1 20 results presentation
40:54

Judges Scientific (JDG) H1 20 results presentation

David Cicurel (CEO), Brad Ormsby (Group FD) & Mark Lavelle (COO) present Judges Scientific’s half year results for the period ending 30 June 2020 David Cicurel, CEO Introduction – 00:19 About Judges Scientific – 00:27 Results key messages – 01:27 COVID-19 update – 03:14 Brad Ormsby, Group FD Performance review – 05:38 Highlights – 05:54 […]
Tremor (TRMR) H1 2020 Investor Presentation
13:03

Tremor (TRMR) H1 2020 Investor Presentation

Ofer Druker, Chief Executive Officer presents Tremor H1 20 results. Introduction – 00:17 Overview – 01:06 Tremor vision – 01:49 Q3 performance overview including Covid-19 – 02:31 H1 highlights – 03:43 Market trends – 04:58 Covid-19 – 05:49 Technology stack – 06:20 Global presence – 06:57 Ongoing strategy – 09:05 Tremor KPIs – 09:54 Advertising […]
Litigation Capital Management (LIT) FY20 results overview
15:38

Litigation Capital Management (LIT) FY20 results overview

Patrick Moloney, CEO discusses the FY20 results with piworld. Introduction – 00:24 2020 overview – 00:49 Financial results – 04:09 Current portfolio of direct investments – 07: 25 LCM Global alternative returns fund – 08:57 Covid-19 – 09:31 Outlook – 12:50 About Litigation Capital Management: Litigation Capital Management Limited is engaged in the business of […]