Estratega de Mercadotecnia | Empresaria | Speaker | CEO @Adirektiva | Marketing | Pintora | Columnista @elimparcialcom @fronterainfo |
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
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piworld audio investor podcasts

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Empresaria (EMR) 2020 Full Year Results overview
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This video can be seen at: https://www.piworld.co.uk/2021/03/18/empresaria-emr-2020-full-year-results-overview/ Rhona Driggs, CEO & Tim Anderson, CFO give an overview of the 2020 full year results. Rhona Driggs, CEO 00:32 Overview of the period Tim Anderson, CFO 01:58 Overview of the financials Rhona Driggs, CEO 03:30 Highlights of the period 04:55…
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piworld audio investor podcasts

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Stockopedia/piworld Virtual StockSlam April 2021 hosted by Damian Cannon
1:15:19
1:15:19
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This video can be seen at: https://www.piworld.co.uk/2021/04/09/stockopedia-piworld-virtual-stockslam-april-2021-hosted-by-damian-cannon/ The second virtual StockSlam hosted by Damian Cannon. Over 1,600 investors joined the event live to hear ten investors present their best stock idea in just three minutes. Bite-sized nuggets to inspire further re…
This video can be seen at: https://www.piworld.co.uk/2021/04/08/tracsis-trcs-interim-results-overview/ Tracsis's Chris Barnes, CEO and Andrew Kelly, CFO give an overview of interim results for the period ended 31st January 2021 and the strategy going forwards. Chris Barnes, CEO 00:31 – Overview Andrew Kelly, CFO 01:47 – Financial highlights Chris B…
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piworld audio investor podcasts

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Personal Group (PGH) Full Year 2020 results presentation
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This video can be seen at: https://www.piworld.co.uk/2021/04/06/personal-group-pgh-full-year-2020-results-presentation/ Personal Group Holdings' (PGH) CEO Deborah Frost and CFO Sarah Mace present FY20 results for the year ending 31st December 2020. Deborah Frost, CEO 00:17 – Introduction 01:19 – Overview Sarah Mace, CFO 05:54 – Financial overview 1…
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piworld audio investor podcasts

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Tribal Group (TRB) Full Year 2020 Results Analyst Presentation
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This video can be seen at: https://www.piworld.co.uk/2021/03/29/tribal-group-trb-full-year-2020-results-analyst-presentation/ TRB management team Mark Pickett, CEO & Paul Simpson, CFO present FY20 results to analysts. 2020 was a year of evolution and operational progress. 2021 has started with increased revenue visibility, a strengthened position i…
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piworld audio investor podcasts

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The Pebble Group (PEBB) FY20 results presentation
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This video can be seen at: https://www.piworld.co.uk/2021/03/29/the-pebble-group-pebb-fy20-results-presentation/ Chris Lee, CEO & Claire Thomson, CFO present PEBB full year 2020 results followed by Q&A. Brand Addition was obviously hit by CV19 on the Corporate side although the Consumer Promotions side was robust. Total invoiced year to date, +10% …
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Judges Scientific (JDG) Full Year 2020 Analyst Presentation
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This video can be seen at: https://www.piworld.co.uk/2021/03/29/judges-scientific-jdg-full-year-2020-analyst-presentation/ JDG management team David Cicurel, CEO, Brad Ormsby, FD & Mark Lavelle, COO, present the results for the full year 2020. Overall the group was impacted by CV19, although each company in the group experienced it differently. By …
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CVS Group (CVSG) H1 analyst presentation given 25.3.21
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This video can be seen at: https://www.piworld.co.uk/2021/03/26/cvs-group-cvsg-h1-analyst-presentation-given-25-3-21/ Richard Fairman, CEO, Robin Alfonso, CFO and Ben Jacklin, COO present the CVSG interim results to analysts. Richard Fairman, CEO 00:18 Introduction 01:09 H1 highlights 01:55 UK Pet Market 03:45 Integrated model 07:15 Trading with CV…
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Tandem Group (TND) FY20 Results Presentation
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This video can be seen at: https://www.piworld.co.uk/2021/03/25/tandem-group-tnd-fy20-results-presentation/ Jim Shears, CEO and Phil Ratcliffe, Group Commercial Director present FY20 results. Revenues were down, in part, due to less FOB business but profit was significantly up due to higher margins. The improved margins were achieved by a higher ma…
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Bonhill Group (BONH) Full Year 2020 results presentation
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This video can be seen at: https://www.piworld.co.uk/2021/03/24/bonhill-group-bonh-full-year-2020-results-presentation/ Simon Stilwell, CEO and Sarah Thompson, CFO present the FY20 results. After a strong start to 2020, CV19 led to change in the operating environment, which transitioned the business to an increasingly digital-first business, with v…
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piworld audio investor podcasts

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Eagle Eye (EYE) 2021 Interim results presentation
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This video can be seen at: https://www.piworld.co.uk/2021/03/23/eagle-eye-eye-2021-interim-results-presentation/ Tim Mason, CEO and Lucy Sharman-Munday, CFO present the H1 21 results to analysts. Although CV19 has impacted an element of their customer base, and hence the growth rate in the short-term, it's highlighted the need for retailers to digi…
This video can be seen at: https://www.piworld.co.uk/2021/03/23/somero-som-fy20-results-presentation/ Jack Cooney, CEO, John Yuncza, CFO & Enzo LiCausi, VP of Finance outline the results for the period. They achieved a balance between short-term requirements due to CV19 while advancing their long-term strategy. They introduced three new products th…
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Litigation Capital Management (LIT) H1 results presentation
1:09:43
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This video can be seen at: https://www.piworld.co.uk/2021/03/23/litigation-capital-management-lit-h1-results-presentation/ Patrick Moloney, CEO, Nick Rowles-Davies, Executive Vice Chairman, and Mary Gangemi, CFO outline the interim results for H1 21. During the period they continued to build scale. They continue to receive an increased flow of qual…
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EMIS Group (EMIS) 2020 full year results presentation to analysts
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This video can be seen at: https://www.piworld.co.uk/2021/03/19/emis-group-emis-2020-full-year-results-presentation-to-analysts/ Andy Thorburn, CEO & Peter Southby, CFO give an overview of the year to analysts. Although Covid has meant revenue was flat, the recurring revenue, cash flow and reported operating profit increased. Behind the scenes, Cov…
This video can be seen at: https://www.piworld.co.uk/2021/03/19/parsley-box-meal-ipo/ Kevin Dorren, CEO outlines Parsley Box's business, which is to IPO on AIM on 31st March. Parsley Box is a UK, Direct to consumer ready meal provider who target the Baby Boomer+ demographic. The capital light business model and scalable platform has enabled a CAGR …
This video can be seen at: https://www.piworld.co.uk/2021/03/17/kape-kape-fy20-results-presentation/ Ido Erlichman, CEO & Moran Laufer, CFO present the FY20 results showing strong revenue growth, EBITDA ahead of expectations and improved profitability underpinned by organic growth initiatives. Looking forward they are confident and anticipate reven…
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piworld audio investor podcasts

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Sthree (STEM) Q1 Trading Update March 2021
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27:52
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This video can be seen at: https://www.piworld.co.uk/2021/03/17/sthree-stem-q1-trading-update-march-2021/ Mark Dorman, CEO and Alex Smith, CFO update on Q1, and discusses the broader trends in the recruitment market. Mark Dorman, CEO 00:00 Introduction 00:35 Q1 - An overview Alex Smith, CFO 02:10 Q1 - Trading 04:50 Q1 - Regional Performance 07:18 C…
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piworld audio investor podcasts

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Litigation Capital Management (LIT) Interim Results 2021 overview
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This video can be seen at: https://www.piworld.co.uk/2021/03/16/litigation-capital-management-lit-interim-results-2021-overview/ Patrick Moloney, CEO, gives an overview of LIT’s H1 21 results and what to expect looking forward. 00:34 Key highlights 03:27 Financial overview 05:48 Challenges of 2020 07:49 The outlook Litigation Capital Management Lim…
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Brand Architekts (BAR) Interim 2021 results presentation
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This video can be seen at: https://www.piworld.co.uk/2021/03/12/brand-architekts-bar-interim-2020-results-presentation/ Quentin Higham, Chief Executive and Tom Carter, CFO present interim results followed by Q&A. They outline the transformation strategy to grow BAR to a £50m revenue business within 5 years. Quentin Higham, Chief Executive & Tom Car…
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piworld audio investor podcasts

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Samarkand (SMK) IPO Presentation (listing on the Aquis Stock Exchange)
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53:09
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This video can be seen at: https://www.piworld.co.uk/2021/03/12/samarkand-smk-ipo-presentation-listing-on-the-aquis-stock-exchange/ Samarkand are a cross-border eCommerce technology and retail group focusing on connecting Western Brands with China. In this presentation management outline Samarkand's background, what they do and how they intend to u…
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piworld audio investor podcasts

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Begbies Traynor (BEG) acquisition of David Rubin & Partners and fund raising
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9:23
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This video can be seen at: https://www.piworld.co.uk/2021/03/12/begbies-traynor-beg-acquisition-of-david-rubin-partners-and-fund-raising/ Begbies Traynor Group Executive Chairman Ric Traynor and Group Finance Director, Nick Taylor present the acquisition of David Rubin & Partners and the fund raise. Rick Traynor, Group Executive Chairman 00:00 Intr…
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Attraqt (ATQT) FY20 overview by Mark Adams, CEO
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This video can be seen at: https://www.piworld.co.uk/2021/03/11/attraqt-atqt-fy20-overview-by-mark-adams-ceo/ Mark Adams, CEO gives an overview of Attraqt's full year 2020 results, how they're delivering on their strategic priorities and how he sees the outlook. 00:33 FY20 overview 02:40 Aleph 04:44 The market 05:40 Delivering on strategic prioriti…
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Ultra Preliminary Results 2020 Presentation
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1:07:56
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This video can be seen at: https://www.piworld.co.uk/2021/03/10/ultra-ule-preliminary-results-2020-presentation/ Ultra (ULE) Full Year 2020 results presentation given 9th March 2021, by Simon Price, CEO & Jos Sclater, CFO. Simon Price, CEO 00:00 Start 01:29 2020 unlocking the underlying strengths of Ultra 02:25 Strategic progress 06:08 Growth throu…
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Headlam Group (HEAD) Full Year 2020 Results Presentation
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This video can be seen at: https://www.piworld.co.uk/2021/03/09/headlam-group-head-full-year-2020-results-presentation/ Headlam Group (HEAD) Full Year 2020 results presentation given by Steve Wilson, CEO & Chris Payne, CFO. 00:00 Introduction 02:09 Overview 04:53 Financial Highlights 15:46 Operational Improvement Program 27:56 ESG Strategy 30:22 Tr…
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piworld interview with Edmund Shing: The Idle Investor
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This video can be seen at: https://www.piworld.co.uk/2021/02/26/piworld-interview-with-edmund-shing-the-idle-investor/ Edmund is CIO at BNP Paribas Wealth management. He talks to us about his approach to investing, which he’s been doing since he was 14 years old. Today, he targets a 20%+ return pa. We learn more about his asset allocation, how he s…
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Various Eateries (VARE) Full Year 2020 results overview
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This video can be seen at: https://www.piworld.co.uk/2021/02/25/various-eateries-vare-full-year-2020-results-overview/ Various Eateries (VARE) FY20 results overview with Andy Bassadone, Chairman, Yishay Malkov, CEO & Oli Williams, CFO, who outline the business, and the opportunities in the post CV19 world. They are an experienced management team, c…
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dotdigital Group plc (DOTD) Interim Results Overview
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This video can be seen at: https://www.piworld.co.uk/2021/02/25/dotdigital-group-plc-dotd-interim-results-overview/ Milan Patel, CEO, outlines the key drivers during the period, including new and existing customers, with SMS channels being particularly strong. Growth still comes from product innovation, strategic partnerships and geographic expansi…
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Stockopedia/piworld Virtual StockSlam February 2021 with Damian Cannon
1:10:56
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This video can be seen at: https://www.piworld.co.uk/2021/02/19/stockopedia-piworld-virtual-stockslam-february-2021-with-damian-cannon/ The first virtual StockSlam was hosted by Damian Cannon, following the historical physical events in London. Over 1,350 investors joined the event live to hear 11 esteemed investors presenting their best stock idea…
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The Renewables Infrastructure Group (TRIG) FY20 results presentation
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This video can be seen at: https://www.piworld.co.uk/2021/02/17/the-renewables-infrastructure-group-trig-fy20-results-presentation/ TRIG FY20 results presentation, given to analysts and investors on 17/02/21 by the management team. 0:00 Start Helen Mahy, Chairman 1:09 Introduction 2:36 TRIG 2020 Overview Richard Crawford, Director, Infrastructure 4…
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4basebio (4BB) Investor Presentation February 2021
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18:24
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This video can be seen at: https://www.piworld.co.uk/2021/02/15/4basebio-4bb-investor-presentation-february-2021/ 4basebio (4BB) lists on AIM on 17th March 2021. Heikki Lanckriet, CEO gives us an overview of the business, what it does, the market opportunity, and how it plans to capitalise on it; its capital structure, and its short-term objectives…
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piworld interview - Charlie Morris: All about bitcoin
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This video can be seen at: https://www.piworld.co.uk/2021/02/11/piworld-interview-charlie-morris-all-about-bitcoin/ Charlie gives us a comprehensive overview of bitcoin. He helps us make sense of the febrile bitcoin market which is experiencing the Elon Musk's and Michael Saylor's impact. He outlines the key elements of bitcoins price, namely inflo…
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Reg Hoare: Investment Trusts - An investing panacea for pandemics update
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This video can be seen here: https://www.piworld.co.uk/2021/02/05/reg-hoare-investment-trusts-an-investing-panacea-for-pandemics-update/ Reg’s Investment Trust performance during 2020 played out very positively. Here, Reg follows-up on some of the Investment Trusts he mentioned in his last presentation (given May 2020), he tells us what he top slic…
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Idox (IDOX) – Full year 2020 results analyst presentation 2.2.21
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This video can be seen at: https://www.piworld.co.uk/2021/02/03/idox-idox-full-year-2020-results-analyst-presentation-2-2-21/ David Meaden, CEO and Rob Grubb, CFO, present FY20 results to analysts followed by Q&A. David Meaden, CEO Introduction – 00:17 About Idox - 00:58 Investment case - 03:15 Delivering the strategy - 05:43 FY20 financial highlig…
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NWF Group (NWF) – interim results analyst presentation 2.2.21
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This video can be seen at: https://www.piworld.co.uk/2021/02/03/nwf-group-nwf-interim-results-analyst-presentation-2-2-21/ Richard Whiting, Chief Executive & Chris Belsham, Group Finance Director present NWF’s interim results (to 30.11.20), to analysts, on 2nd Feburary 2021. Richard Whiting, Chief Executive Introduction – 00:17 Results summary – 00…
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piworld interview: The Signs Were There - Tim Steer & Andy Brough
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This viedo can be seen at: https://www.piworld.co.uk/2021/01/29/piworld-interview-the-signs-were-there-tim-steer-andy-brough/ Tim Steer, Author of The Signs were There, and Andy Brough, Head of the UK & European, Small & Mid Cap team, at Schroders, talk through different elements of Tim’s book. They help us identify some of the red flags in company…
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SThree (STEM) Full Year 2020 analyst presentation 25.1.21
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This video can be seen at: https://www.piworld.co.uk/2021/01/28/sthree-stem-full-year-2020-analyst-presentation-25-1-21/ Alex Dorman, CEO & Alex Smith, CFO present FY20 results to analysts followed by Q&A. Alex Dorman, CEO Alex Smith - 00:24 Overview of the FY20 - 01:43 Execution across the period - 07:00 Alex Smith, CFO Financials - 10:32 Alex Dor…
This video can be seen at: https://www.piworld.co.uk/2021/01/25/sthree-stem-fy20-results-overview/ Mark Dorman, CEO & Alex Smith, CFO outline the full year results and discuss the outlook, where they believe SThree are in the best markets, taking market share, and investing to become the number one STEM talent provider in the best STEM markets. Mar…
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Knights Group (KGH) H1 analysts' presentation 19.1.21
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This video can be seen at: https://www.piworld.co.uk/2021/01/22/knights-group-kgh-h1-analysts-presentation-19-1-21/ David Beech, CEO, Kate Lewis CFO & Richard King, COO present H1 results to analysts, followed by Q&A. David Beech, CEO Scalable business - 00:37 Track record of profit - 02:44 Key financial highlights - 04:51 Kate Lewis, CFO Financial…
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Bonhill (BONH) FY20 trading update January 2021
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This video can be seen at: https://www.piworld.co.uk/2021/01/21/bonhill-bonh-fy20-trading-update-january-2021/ Simon Stilwell, CEO discusses highlights of 2020, the impact of CV19, the opportunities, and the outlook for 2021. Key highlights FY20 – 00:23 Financials - 01:38 Covid-19 - 03:13 Events - 06:10 2021 strategy - 08:42 The return of live even…
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Accrol Group (ACRL) Interim Results presentation January 2021
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This video can be seen at: https://www.piworld.co.uk/2021/01/18/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 Chairma…
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piworld interview: Ben McKeown, Dowgate Capital
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This video can be seen at: https://www.piworld.co.uk/2021/01/15/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 manag…
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piworld interview: Andrew Hollingworth Reflections on 2020
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This video can be seen here: https://www.piworld.co.uk/2021/01/08/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 manage…
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RA International (RAI) investor presentation December 2020
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This video can be seen at: https://www.piworld.co.uk/2021/01/06/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 …
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piworld 2020 round up interview: Mark Slater
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This video can be seen at: https://www.piworld.co.uk/2020/12/30/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 …
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piworld round up of the year, David Thornton
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This video can be seen at: https://www.piworld.co.uk/2020/12/29/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.…
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piworld 2020 round up interview: Stephen English
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This video can be seen at: https://www.piworld.co.uk/2020/12/23/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 ralli…
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piworld 2020 round up of the year: John Rosier
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This video can be seen at: https://www.piworld.co.uk/2020/12/22/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 sangu…
This video can be seen at: https://www.piworld.co.uk/2020/12/21/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 be…
This video can be seen at: https://www.piworld.co.uk/2020/12/19/piworld-2020-round-up-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 …
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piworld 2020 round up of the year: Richard Leonard
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This video can be seen at: https://www.piworld.co.uk/2020/12/18/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, bu…