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EdisonTV | Industrial Support Services | 15/05/2017
Executive Interview – MedServ
Medserv is a Malta-listed provider of support services to the oil and gas industry. It operates an increasing number of onshore bases in support of offshore drilling activity in the Mediterranean, the two principal locations currently being Malta and Cyprus. It moved into the oil country tubular goods (OCTG) pipe services business for onshore activities in the “easy oil” markets in the Middle East through the acquisition of METS in early 2016. The challenges that arose from the sharp reduction in oil exploration and production capex budgets following the fall in the oil price are now stabilising. Contract renewals and recent discoveries provide reasons for optimism when market conditions improve.
Information Services Corporation – executive interview
Information Services Corporation (ISC), headquartered in Canada, is a leading provider of registry and information management services for public data and records. Through its expertise in developing and managing secure government registries, it capitalises on the burgeoning demand from citizens and businesses for personalised, real-time, secure data services from governments with the need for improved convenience. It operates through two main corporate divisions, Registry Operations and Services, plus a smaller Technology Solutions division.
In this interview, ISC’s CEO, Shawn Peters, provides an overview of the company and its three divisions. He discusses ISC’s progressive M&A strategy, which is supported by the recent 20-year extension of the master service agreement with the Province of Saskatchewan. This provides ISC with the exclusive rights to manage and operate the registries on behalf of the province until 2053. In addition, he provides an overview of ISC’s current financial position, the near-term outlook and the company’s capital allocation policy. To conclude, he comments on the future direction of the business and its strategy.
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05/12/2023 | Information Services Corporation
SigmaRoc - executive interview
SigmaRoc is a leading specialist quarried materials group, operating in the UK and Northern Europe. It has a visible track record of profit generation and accelerating top-line growth, bolstered by a model diversified both geographically and in terms of end-markets. The company creates value by acquiring quality assets in fragmented markets, generating efficiencies through active management and forming compatible business platforms, with FY22 group revenue of £538m (98% y-o-y growth). In this interview, SigmaRoc’s CEO Max Vermorken discusses the highlights of the recently published record FY22 results in addition to the company’s recent acquisitions. He talks about the benefits of the Nordkalk acquisition and its new organisational structure, as well as SigmaRoc’s recent successful fund-raise, with gross proceeds of c £30m. In discussing the challenges and opportunities facing SigmaRoc, Max also outlines the company’s sustainability credentials in its sector.
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06/04/2023 | SigmaRoc
Amoeba – executive interview
Amoéba is developing biological fungicides for treating diseases such as mildews and rusts, which have a major economic impact on the production globally of a wide range of crops including vines, potatoes, vegetables, cereals and bananas. These novel fungicides are based on the characteristics of the Willaertia magna C2c Maky amoeba.
In this interview, Amoéba CEO and chairman Fabrice Plasson explains why there is so much interest in biological alternatives to conventional crop protection products at present and describes both the progress the company has made so far in commercialising its biofungicides and the additional steps required before Amoéba starts to generate revenues from this technology.
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13/03/2023 | Amoeba
Smiths News – executive interview
Smiths News’ share price has increased by 48% in the last six months, yet the stock is trading on an undemanding FY24e P/E of c 5x. With its highly cash-generative characteristics and consistently strong balance sheet, the company shows a positive outlook despite declining markets. In this interview, Jon Bunting, CEO of Smiths News, highlights the company’s recent contract renewals and the potential for further long-term contracts to be signed with newspaper and magazine publishers. He discusses the development of ancillary revenue in addition to the company’s five initiatives to achieve low risk, low capital expansion. Jon touches on how the company has been able to mitigate the well-publicised macroeconomic headwinds of the past 12 months, such as inflation in both energy and wages. He concludes by discussing the dividend yield on Smiths News shares, which at a share price of c 50p offers an attractive 8.4% yield. Given that the business has generated EPS of over 10p/share consecutively in the last two years and has a DPS of 4.2p, this implies a healthy dividend cover.
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27/02/2023 | Smiths News
ADS-TEC Energy - EKF interview
Nürtingen headquartered ADS-TEC Energy has built on more than 10 years of experience of lithium-ion technologies, storage solutions, energy management software and fast charging systems to create a battery-buffered, fast charging technology. This enables electric vehicles to ultrafast charge even on low powered grids.
In our interview, ADS-TEC Energy’s founder and CEO, Thomas Speidel, discusses the company’s battery-buffered energy charge storage solutions and the markets served. He concludes by discussing the company’s recent financial performance.
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21/11/2022 |
Loop Energy – executive interview
Watch this Edison interview with Loop Energy CEO Ben Nyland, following the company’s Q222 earnings release on 3 August.
Ben highlights a record quarter for the company, with strong commercial momentum set to continue for the rest of the year and into 2023. In addition to an upgrade to current guidance, he comments on Loop Energy’s strong position in the market for commercial vehicle fuel cell systems and its ambitions to leverage its technologies into adjacent markets, such as electrolysis.
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04/08/2022 |
HeiQ - executive interview
Headquartered in Switzerland, HeiQ is an IP creator and established global brand in materials and textile innovation, adding hygiene, comfort, protection and sustainability to the products we use every day.
In this interview, HeiQ’s co-founder and CEO Carlo Centonze gives an overview of what the group does and discusses management’s expectations for FY22 and beyond. He also describes the group’s three ‘blockbuster’ products, which collectively have an implied valuation of more than US$400m. The roll-out of these products will help the group achieve its target of US$300m in revenues in the mid-term (FY21: US$58m). He is joined by CFO Xaver Hangartner, who talks about FY22 performance.
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26/05/2022 |
Webinar: Loop Energy - 2022 objectives
Loop Energy (TSE: LPEN) designs, manufactures, installs and maintains hydrogen fuel cells and the systems which integrate them. Once it has established a proven advantage in heavy-duty commercial return-to-base fleets of vehicles, Loop has ambitions [aims?] to become a leader across the whole of the fuel cell market. As well as moving to adjacent markets including marine, rail and mining transportation, the company expects to move into stationary power applications.
In this webinar, senior team members explain Loop’s commercial strategy, technology and growth plans.
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09/05/2022 |
Arcadis – executive interview
Arcadis trades at a discount to both its larger European peers and its North American competitors, with the discount even wider versus the latter group. In this interview, Arcadis’s CEO Peter Oosterveer discusses the company’s recent results, the strategic progress it is making, and the challenges and opportunities that ‘sustainability’ brings to the company. He goes on to discuss why it is important for Arcadis to become the employer of choice and the huge opportunities presented to the market from investment initiatives such as the $1tn US infrastructure investment plan.
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03/05/2022 | Arcadis
Global Energy Ventures - executive interview
Global Energy Ventures is a young company with a unique green hydrogen initiative that should see it producing and transporting its own green hydrogen from Australia to South East Asia with zero greenhouse gas emissions as early as 2026.
In this interview, CEO Martin Carolan discusses the potential for hydrogen to displace other hydrocarbons and the pace of the transformation to a hydrogen economy. He goes on to outline GEV’s own exciting CO₂-free model for producing and transporting green hydrogen and its first solar photovoltaic farm and hydrogen production project in Australia.
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29/11/2021 | Provaris Energy
Smiths News – ETV: Cash flow begins to open up future options
Smiths News trades on a P/E of just 4x in FY22e and yields an attractive 6%. In this interview, Smiths News CEO Jon Bunting discusses FY21, the impact the pandemic has had on the business and how it may affect the print market in the longer term. He goes on to discuss labour and costs issues, which have affected many businesses as well as Smiths News. He also gives an update on the company’s progress on its strategic journey, its approach to ESG issues and how cash generation is opening up different opportunities for reinvestment in the business and/or shareholder returns. Finally, he concludes with some interesting statistics that may surprise some readers.
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17/11/2021 | Smiths News
Arctic Paper - EKF interview
Arctic Paper is one of the leading producers of high-quality graphical paper in Europe. The company recently unveiled its new 4P strategy for 2022–2030, which will reorganise Arctic Paper into four key pillars, building on its core paper and pulp businesses to invest and develop in packaging and power.
In this interview, CEO Michał Jarczyński discusses Arctic Paper’s profile and outlines the highlights of its recently announced 4P strategy. He then provides an update on the effect of the COVID-19 pandemic and the expected recovery in demand for graphical paper. He also explains how the pulp and paper production mix provides an effective business hedge and ensures stable results. Together with on-site power generation, this provides a hedge against cost inflation. He also discusses the company’s future investment plans to increase renewable power generation (solar and wind).
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09/11/2021 | Arctic Paper
Renewi: CFO Toby Woolrych on FY22 interims – record performance driven by recyclates
In this interview, Michelle Livings talks to Toby Woolrych, Renewi’s group CFO, about the company’s results released today and the key highlights. They discuss whether Renewi is back to pre COVID-19 activity levels and if the group is doing anything differently. They continue with an update on ATM and recyclates, the group’s capital allocation priorities now net debt is below two times EBITDA and how Renewi positions itself with respect to climate change. They finish by examining whether Renewi should now be viewed as a growth story.
Renewi is a leading waste-to-product company in some of the world’s most advanced circular economies with operations primarily in the Netherlands, Belgium and the UK. Its activities span the collection, processing and resale of industrial, hazardous and municipal waste.
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08/11/2021 | Renewi
ESG interview with Renewi CEO Otto de Bont
Renewi is a recycling company operating in Europe. As a pure-play recycling business, its focus is exclusively on extracting value from waste and used materials, rather than disposal. It seeks to play a key role in limiting the scarcity of resources through the creation of secondary materials. Renewi believes this approach offers the most efficient solution to recycling, avoiding more than three million tonnes of CO2 emissions annually.
Renewi has been listed on the London Stock Exchange since 1988 and listed on Euronext Amsterdam in 2020. The business employs more than 6,500 people and is widely recognised as a European leader in recycling.
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06/10/2021 | Renewi
Smiths News – Disconnecting from the past and embracing an exciting future
Despite Smiths News’ share price more than doubling in the last year, the stock still trades on an undemanding P/E of c 5x. In this interview, Smiths News CEO, Jon Bunting, highlights the competitive advantages the company enjoys and discusses the lessons learnt from the ill-fated Tuffnells acquisition and subsequent disposal. He goes on to discuss the key changes he has introduced since becoming CEO of the group in 2020, and how he sees the newspaper and magazine market embracing the online world more closely. Of course, the long-term contracts now signed give the company space to consider the future and plan the next phase of the long-term cost-saving story. Finally, Jon discusses how Smiths will reinvest its strong cashflows outside the core business and the potential for ordinary and special dividends, with a couple of interesting, but little-known Smiths News facts to conclude.
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26/07/2021 | Smiths News
Renewi - executive interview
Renewi is a waste-to-product company with operations primarily in the Netherlands, Belgium and the UK. It was formed from the merger of Shanks Group and Van Gansewinkel Group in 2017 and its activities span the collection, processing and resale of industrial, hazardous and municipal waste, giving investors exposure to the circular economy theme.
In this interview, Louisa Pilbeam interviews group CFO Toby Woolrych about results released today and their key highlights. They also discuss how the easing of COVID-19 restrictions is likely to affect Renewi, the anticipated speed of recovery, progress on the three- to five-year business improvement strategy and Renewi’s current and target recycling rates.
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27/05/2021 | Renewi
3U HOLDING - executive interview
3U HOLDING is a holding company with assets in three diverse segments. In this interview head of investor relations, Joachim Fleing, sets out the prospects for the business, particularly its cloud-based ERP platform weclapp.
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17/11/2020 | 3U Holding
Renewi - executive interview
Renewi is a waste-to-product company with operations primarily in the Netherlands, Belgium and the UK. It was formed from the merger between Shanks Group and Van Gansewinkel Group in 2017 and its activities span the collection, processing and resale of industrial, hazardous and municipal waste.
In this interview, group CFO Toby Woolrych provides an overview of the recently reported interim results and explains why the company expects lower exceptionals in future. He then outlines Renewi’s three growth pillars and how the company fits into the broader circular economy and sustainable investing themes.
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16/11/2020 | Renewi
Renewi - EKF interview
Renewi is a waste-to-product company with operations primarily in the Netherlands, Belgium and the UK, and was formed from the merger between Shanks Group and Van Gansewinkel Group in 2017. Its activities span the collection, processing and resale of industrial, hazardous and municipal waste.
In this interview, group CFO Toby Woolrych explains Renewi’s business purpose and its main market exposures and describes how the business has operated during the COVID-19-affected trading period. He also outlines the main elements of Renewi’s new strategic plan, in which the company is in the first year, that is targeting a significant increase in group profitability.
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02/11/2020 | Renewi
Renewi - executive interview
In this interview, Renewi CFO Toby Woolrych runs through:
•The highlights of FY20 and trading up to the 2020 AGM, with Renewi achieving profit expectations, ATM opening again, the benefits of restructuring starting to come through, two strategic disposals, net debt reducing and a secondary listing on Euronext Amsterdam.
•The recovery at ATM.
•How Renewi, which provides essential services, has fared through COVID-19, with volumes recovering and plenty of headroom from a liquidity perspective.
•A refreshed strategy in three core areas that both drives sustainability and should improve margins.
•Explaining the Renewi 2.0 programme, which pushes digitisation further and creates a modern platform for the future.
Renewi is a waste-to-product company with operations primarily in the Netherlands, Belgium and the UK, and was formed from the merger between Shanks Group and Van Gansewinkel Group in 2017. Its activities span the collection, processing and resale of industrial, hazardous and municipal waste.
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11/08/2020 | Renewi
Leclanché– executive interview
In this video, CEO Anil Srivastava begins by discussing the highs and lows of FY19 and describing the markets on which Leclanché is focused. He explains why Leclanché is forming two JVs with Eneris Group and provides some details on the financial aspects of the agreement. He concludes by exploring the rationale for switching to a 'build-own-operate' model for stationary energy storage projects and the steps that still need to be taken to complete this transition.
Leclanché is a fully vertically integrated energy storage solution provider. It delivers a wide range of energy storage solutions that support the decarbonisation of the power generation and transportation sectors.
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03/06/2020 | Leclanché