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Manx Telecom

EdisonTV | Technology | 05/09/2018

Executive interview – Manx Telecom

Manx Telecom [AIM: MANX] is the leading provider of broadband and telecommunications services on the Isle of Man. The company provides a full range of fixed, mobile, broadband, data, hosting and managed services to consumers, businesses and the public sector. The company’s global solutions business provides solutions for the international traveller and internet of things markets. More recently the company has established Vannin Ventures, a wholly owned ventures subsidiary which invests in and incubates technology companies.

In this video interview, CEO Gary Lamb introduces Manx and describes the key elements of the company’s ongoing transformation process, explaining what he expects it to achieve for the core domestic operations. He describes the company’s global solutions business, explaining how the company leverages its core operations to support the growth of these operations. He also explains the rationale for setting up Vannin Ventures, describing how the business unit operates and how it adds value to the companies it invests in. He discusses Vannin’s key investment, Goshawk Communications, a technology company that enhances the experience of calls for the hard of hearing. He rounds off by describing how management balances maintaining dividend payments while ensuring that the businesses growth opportunities receive adequate investment.

IQE - executive interview

IQE - executive interview

In this video, IQE’s CFO Tim Pullen comments on the company’s trading update for the six months ended June 2020. He begins with an overview, then gives more detail on the demand drivers in both the wireless and photonics sectors, and comments on whether inventory building has been a significant factor in either sector. He concludes with some thoughts on the impact a global recession caused by the coronavirus pandemic could potentially have on IQE. IQE is the leading supplier of epitaxial compound semiconductor wafers globally. The principal applications include radio frequency semiconductors, devices for optical networks, vertical cavity lasers, infrared semiconductors and power electronics.
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16/06/2020 | IQE

Media & Games Invest (MGI) - executive interview

Media & Games Invest (MGI) - executive interview

Media and Games Invest's CEO, Remco Westermann, and CFO, Paul Echt, introduce MGI, a Xetra/Frankfurt-listed, free-to-play games and marketing business. Following the acquisition of the remaining minorities in gamigo (the company's principal games subsidiary) over the last few months, a clearer, more streamlined business has emerged. Together they discuss the impact of COVID-19 on the business and the games industry, the implications of the gamigo buyout for MGI and what it might mean for the future of the group, and why they feel that leveraging the balance sheet is an appropriate way to fund the group's M&A strategy. Media and Games Invest (Xetra: M8G) is a fast-growing games and media company, following a ‘buy, integrate, build and improve’ M&A strategy. Its principal subsidiaries include gamigo (online games), ReachHero (media influencer), Applift (mobile advertising) and PubNative (mobile advertising).
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19/05/2020 | Media and Games Invest

Osirium Technologies - executive interview

Osirium Technologies - executive interview

UK-based Osirium Technologies designs and supplies subscription-based cybersecurity software, specialising in privileged access security. Its PAM platform supports privileged access, task, session and behaviour management. Broadening its product portfolio, Osirium recently launched a secure process automation solution (PPA) and a privileged endpoint management (PEM) solution. In this interview, CEO David Guyatt and CFO Rupert Hutton discuss the company’s FY19 results. They highlight key contract wins during the year, the 100% subscription renewal rate and the success of their land and expand strategy. David outlines key progress made in product development and gives an overview of the company’s positioning within the PAM (privileged access management) market. Finally, David discusses current trading, including the impact of COVID-19 on the business, and the longer-term outlook for the business.
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14/05/2020 | Osirium Technologies

bet-at-home - executive interview

bet-at-home - executive interview

Michael Mubiru (Edison IR) interviews Franz Ömer (CEO of bet-at-home) following the company's Q120 results. They discuss the impacts of COVID-19 on gaming and sports betting, as well as updates on regulation and expansion into non-core markets. The company's attractive liquidity position and dividends were also explored. bet-at-home (BAH) is an established European online sports betting and e-gaming provider. It largely operates in grey markets that are characterised by strong cash flow. According to H2 Gambling Capital (H2GC), the European online sports betting and gaming market is expected to experience a 6.5% CAGR between 2018 and 2023 to c €33bn (pre COVID-19 impact). See latest research here.
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07/05/2020 |

Mynaric - executive interview

Mynaric - executive interview

In this interview Bulent Altan, who is a member of Mynaric’s executive board and former SpaceX veteran, talks about the impact the coronavirus pandemic is having on the space communications industry and Mynaric. He describes the product validation missions that customers are planning for H220, the US Space Development Agency’s proposed satellite constellation and the significance of the new optical terminals that Mynaric is working on. He also provides an update on what is happening on the airborne side of the business. He concludes the interview with a discussion of what the space communications industry could look like five years from now. Mynaric designs and manufactures laser communication terminals and ground stations for airborne and spaceborne networks and applications. Its objective is to become the world’s leading provider of network equipment for the aerospace communication industry using its serially produced and low-cost laser communication products.
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06/05/2020 | Mynaric

Invinity Energy Systems - executive interview

Invinity Energy Systems - executive interview

In this video Larry Zulch, CEO of Invinity, discusses the applications where vanadium flow battery technology is deployed and the size of the potential market. He outlines the rationale for forming Invinity and how the recent fundraising supports the company’s growth plans. He is joined by Matt Harper, CCO and founder, who explains how vanadium flow technology compares with the more conventional lithium-ion technology and what differentiates Invinity’s products from those offered by its competitors. Invinity Energy Systems manufactures vanadium flow batteries for the large-scale energy storage requirements of businesses, industry and electricity networks. Invinity was created in April 2020 through the merger of two flow battery industry leaders: redT energy and Avalon Battery. With over 10MWh of systems deployed to date across 40 sites in 14 countries, Invinity is active in all major global energy storage markets and has operations in the UK, Canada, USA, China and South Africa. Invinity Energy Systems is listed on the London Stock Exchange.
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04/05/2020 |

Mercia Asset Management - Executive interview

Mercia Asset Management - Executive interview

Mercia Asset Management's CEO, Mark Payton, discusses the impact of COVID-19 and the current economic climate on Mercia’s business, following Mercia's acquisition of the NVM assets and the related placing in December 2019. With over £260m in cash across its funds, he considers the likely impact on Mercia’s strategy and its goals to evergreen the balance sheet and achieve £1bn AUM in FY22, as well as the broader implications of a fall in the equity markets on private company valuations. Finally, he highlights a selection of Mercia’s c 300 portfolio companies, some of which are well placed to benefit from the lockdown and market dislocation. Mercia Asset Management (AIM: MERC) is a regionally focused specialist asset manager aiming to become the leading regional provider of supportive balance sheet, venture, private equity and debt capital in transaction sizes typically below £10m.
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20/04/2020 | Mercia Asset Management

Executive interview - IQE

Executive interview - IQE

In this video, Tim Pullen, IQE's CFO, describes how IQE is responding to the COVID-19 crisis. He discusses how IQE has been affected, explaining that the business has seen little impact on trading so far while recognising it is unlikely to be immune from the economic consequences of the crisis in the longer term. He outlines IQE’s liquidity position, explaining that net debt reduced in Q1 with working capital management and reduced capex providing further levers to support liquidity and the company's credit line, if required. He explains why it is important that IQE maintains R&D investment, before discussing the key actions the leadership team is taking to manage the business and stay connected at this time. IQE is the leading supplier of epitaxial compound semiconductor wafers globally. The principal applications include radio frequency semiconductors, devices for optical networks, vertical cavity lasers, infrared semiconductors and power electronics.
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08/04/2020 | IQE

Executive interview - Quixant

Executive interview - Quixant

Quixant’s CEO, Jon Jayal, runs through the highlights of the group’s FY19 performance and the steps management has taken to return the business to a growth trajectory and improve revenue visibility. He discusses the competitive dynamics among the company’s gaming customer base and the improving design win momentum within this segment, which should stand the business in good stead once demand in the gaming industry recovers. For Densitron, he discusses the company’s decision to accelerate and prioritise medical customers in the near term to support the COVID-19 response and progress with the company’s strategy of targeting individual vertical markets with high-value products, starting with the broadcast market. He discusses the anticipated impact of COVID-19 on trading and the actions that management has taken to mitigate it, before discussing the rationale behind the recently announced board changes. Quixant (AIM: QXT) is a leading provider of innovative, highly engineered technology products principally for the global gaming and broadcast industries.
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07/04/2020 |

Executive interview - BluGlass

Executive interview - BluGlass

BluGlass’s CEO, Giles Bourne, introduces the company’s proprietary remote plasma chemical vapour deposition (RPCVD) technology. He explains why RPCVD’s ability to produce material at a lower temperature can improve the performance and cost of compound semiconductors used in the production of light-emitting diodes (LEDs), micro-LED, power electronics and laser diodes. He discusses the rationale for the company’s move into a wafer supply model for laser diodes and the commercialisation path for this initiative. He gives an update on the company’s other commercialisation initiatives before highlighting the key milestones that investors should look for over the next 12 months. BluGlass (ASX: BLG) is an ASX-listed technology company developing its innovative semiconductor manufacturing RPCVD technology for the production of high-efficiency devices such as LEDs, laser diodes and power electronics.
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06/04/2020 |

Executive interview - Expert System

Executive interview - Expert System

Walt Mayo, Expert System’s Group CEO, introduces himself and explains what attracted him to the opportunity at the company. Walt joined the business from Endeavor, a scale-up venture capital firm, and in this interview he explains how he intends to apply this scale-up expertise to driving an acceleration in growth at Expert System, with a particular focus on building the business out in the US market. He discusses the key factors, including the depth of team, strength of technology and breadth of customer experience, which should make the company well placed to grow rapidly at a time when adoption of AI technology is accelerating in enterprise markets. He outlines his key strategic plans for the coming year, before discussing how the company is managing the current COVID-19 crisis, and explains why the business is offering free access to its Clinical Research Navigator (CRN), an AI tool for medical researchers to support the fight against the pandemic. Expert System has developed and patented an AI-based technology platform that extracts useful information from unstructured text using a unique mix of natural language understanding and machine learning algorithms and applies it to verticals such as enterprise search, customer experience management and big data analytics.
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03/04/2020 | Expert System

Executive interview - Applied Graphene Materials

Executive interview - Applied Graphene Materials

Adrian Potts, the CEO of Applied Graphene Materials (AGM), discusses the company’s commercial progress over the course of the past 12 months, which saw the launch of a number of coatings products based on AGM’s graphene dispersions. These products include industrial anti-corrosion products from Blocksil and Alltimes Coatings and retail products from Halfords and Hycote. He also highlights the progress made in the composite and functional materials markets and why initiatives to develop water-based dispersions are key to enlarging the addressable market. Finally, he explains how management has strengthened its routes to market and the actions the company has taken to mitigate the impact of COVID-19. Applied Graphene Materials is a leading innovator in the manufacture and application of graphene. The company has developed a proprietary ‘bottom-up’ process for the production of high specification graphene and owns the intellectual property and know-how behind this process. The company’s immediate commercial focus is on the coatings market, where products based on AGM’s graphene dispersions can provide demonstrably improved corrosion protection versus incumbent technologies.
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30/03/2020 | Applied Graphene Materials

Executive interview - WANdisco

Executive interview - WANdisco

WANdisco recently confirmed that its Fusion product is on track for full availability with Microsoft ‘in the next few weeks’. In this audio clip CEO David Richards describes the commercial implications of this and how the business is navigating the challenges of COVID-19. WANdisco’s proprietary replication technology enables its customers to solve critical data management challenges created by the shift to cloud computing. It has established partner relationships with leading players in the cloud ecosystem including Amazon and Microsoft.
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26/03/2020 | WANdisco

Executive interview - Boku

Executive interview - Boku

Boku has developed and operates a platform that connects mobile carriers with merchants. This supports direct carrier billing (DCB), which serves as an alternative payment method for companies selling digital content, and identity verification services, which enable merchants to sign up and transact with users while meeting regulatory requirements and avoiding fraud. Boku has signed up the leading merchants in key digital content categories (music, app stores, games) and, after a period of investment to connect merchants and mobile network operators (MNOs) to its platform, is seeing strong volume growth. Boku has c 210 employees, with its main offices in the US, UK, Germany and India. In this video, CEO Jon Prideaux discusses the highlights of the company’s FY19 results. He outlines the underlying performance of the Payments business and explains the opportunity to address the digital wallet market. He gives an update on progress in the Identity businesses since acquiring Danal at the start of 2019. He outlines the company’s short- and medium-term priorities, and explains how COVID-19 could potentially drive higher volumes for the Payments business.
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26/03/2020 | Boku

Executive interview - EMIS Group

Executive interview - EMIS Group

EMIS Group is a clinical software supplier to the UK healthcare market. The company was originally established to serve the GP market, where it has a leading position with a market share of 57% of UK GP practices. It has expanded from this position to create a broad range of products serving the community healthcare market, the acute sector and community pharmacies (where it has c 37% share). Its Patient business provides medical and wellbeing information as well as transactional services to patients. The company strategy is to provide connected healthcare solutions to facilitate patient-centric care. In this audio interview, CEO Andy Thorburn reviews the group’s financial and operational highlights for FY19 and gives an overview of performance on a divisional basis. He gives an update on the GP IT Futures framework which went live at the beginning of this year, and the ongoing development of the EMIS-X platform. Finally, he discusses the current trading environment, particularly in the light of coronavirus restrictions, and gives his views on the company’s short- and medium-term outlook.
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18/03/2020 | EMIS Group

Executive interview - Gresham Technologies

Executive interview - Gresham Technologies

Ian Manocha, CEO of Gresham Technologies, discusses the company’s transition towards a pure subscription software model centred on Clareti, Gresham’s next generation data integrity software platform. Clareti currently holds the number three market position in a data integrity software market estimated to be worth over US$400m per annum. Mr Manocha describes how Clareti is differentiated from its competitors and discusses management’s strategy to drive market share and growth. CFO Tom Mullan describes how the business has sustained strong growth while migrating towards a recurring subscription model and improving margins. He discusses how growth will be funded going forward and the expected financial profile of the business as Clareti scales. Gresham Technologies is a software and services company listed on the main market of the London Stock Exchange. It specialises in providing real-time solutions for data integrity and control, banking integration, payments and cash management. All solutions are based on the company's Clareti software platform and customers include some of the world's largest financial institutions, served from offices located in Europe, North America and Asia Pacific.
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16/03/2020 |

Executive interview - XP Power FY19 results

Executive interview - XP Power FY19 results

In this interview, CEO Duncan Penny and CFO Gavin Griggs discuss XP Power’s FY19 results. Duncan discusses the performance by sector, highlighting that demand from the industrial, technology and healthcare markets remained robust through the year, while the semiconductor sector was weak for the first three quarters of the year. Order intake rebounded in Q4, setting up a strong backlog going into FY20. Gavin outlines the growth in revenues and orders over the year and explains the issues that affected gross margins in FY19, including US-China trade tariffs, foreign exchange, product mix and higher component costs. He highlights the actions taken by the company to mitigate these challenges, including shifting more production from China to Vietnam, clawing back the tariffs from customers, and the ongoing shift of production from a facility in Nevada, US to Vietnam. Duncan discusses the more recent challenge posed by the COVID-19 virus, which has reduced the availability of labour at XP’s Chinese facility and affected the supply chain. He notes that the Vietnam facility is operating as normal and, where possible, manufacturing is being shifted there from China. In terms of outlook for FY20, Duncan highlights that order intake remains strong and the company is upbeat, despite the uncertainty posed by COVID-19. XP Power is a developer and designer of power control solutions with production facilities in China, Vietnam and the US, and design, service and sales teams across Europe, the US and Asia.
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03/03/2020 | XP Power

Executive interview - CentralNic Group

Executive interview - CentralNic Group

In this video, CentralNic Group's CEO, Ben Crawford discusses the structural growth drivers and attractive financial characteristics, including the recurring nature of revenue and high cash flow generation, of the domain name industry. He also highlights how CentralNic's strategy has evolved and will continue to do so as the company seeks to consolidate this industry and diversify into new complementary services, such as with the recent acquisition of Team Internet. Team Internet is a domain name monetisation service ie it sells advertising inventory on inactive domain names, owned by domain name investors, that still attract search engine enquiries. CentralNic is a UK based and AIM-listed company that has developed its own software platforms that help to manage the global distribution of internet domain names, the core infrastructure of the internet. CentralNic is a global business providing its services to clients, including corporates and individuals, in practically every country around the world. Since listing on AIM in September 2013, CentralNic has been highly acquisitive, consolidating the domain name industry. As a result, CentralNic's revenue has grown from £3m in 2014 to £43m in 2018. Following a pick up in the rate of acquisitions in 2019, CentralNic estimates that its proforma revenue is c $200m.
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20/01/2020 | CentralNic Group

Executive interview - Orion at DNB conference

Executive interview - Orion at DNB conference

Orion Head of Investor Relations Tuukka Hirvonen joined Edison at the DNB North American Life Science’s Conference to discuss highlights from 2019 and what to expect in 2020.
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19/12/2019 | Orion Health Group

Bitesize briefing - Battery charge report

Bitesize briefing - Battery charge report

In this video, the authors of the report, Dan Gardiner and Anne Margaret Crow, look at the prospects for the lithium-ion battery market over the next decade. They discuss the size of the market, the major growth drivers and developments in chemistry that are likely to sustain further reductions in battery prices and improvements in performance.
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18/12/2019 |

Executive interview - mVISE at EKF 2019

Executive interview - mVISE at EKF 2019

In this interview, Cedric Balzar, CFO of mVISE, discusses the market opportunities for his core consultancy business as companies progressively shift to cloud-based software solutions, and how mVISE’s internally developed elastic.io and SaleSphere products capitalise on this opportunity. He goes on to update us on the long-term overall targets that were set in 2018 under the 2018+ strategy, and explains how his company’s model works after securing some large white-label partners for its products. He finishes by discussing whether the company is on track to deliver a significant acceleration in growth in H2, given that three months of the period are now complete.
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09/12/2019 | mVISE