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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.

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

Executive interview - bet-at-home at EKF 2019

Executive interview - bet-at-home at EKF 2019

In this interview, bet-at-home’s CEO, Franz Ömer provides an overview of the business, growth expectations for the overall European gaming market and how the company fits in. He also discusses the business’s strong cash flow, dividend policy and gaming regulation in the key markets, as well as the recent tax changes in Austria.
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09/12/2019 | bet-at-home

Executive interview - Tinexta at EKF 2019

Executive interview - Tinexta at EKF 2019

In this interview, Lawrence Kay, director of communications & IR at Tinexta, discusses how European regulations enable the company to diversify the digital trust business away from Italy. He covers progress in overseas markets to date, international opportunities for the business units aside from digital trust, and what the investment requirements of growing internationally are.
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06/12/2019 | Tinexta

Executive interview - PANTAFLIX at EKF 2019

Executive interview - PANTAFLIX at EKF 2019

In this interview, Nicolas Paalzow, CEO at PANTAFLIX discussed the company’s new corporate strategy. He covered how the SVoD and AVoD channels will compete, how the company is broadening its content slate, and the group’s B2B and B2C opportunities. He also covered what further investment is needed to reduce losses towards profit in FY21e.
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06/12/2019 | Pantaflix

Executive interview - CLIQ Digital at EKF 2019

Executive interview - CLIQ Digital at EKF 2019

In this interview, Ben Bos, a member of the board at CLIQ Digital, discusses the company’s Q319 figures, how the business intends to drive gross revenues further, and how to ensure that its digital entertainment content remains relevant. He also shares an insight on what could be done to improve margins from a cost perspective.
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06/12/2019 | Cliq Digital

Executive interview - Bragg Gaming Group

Executive interview - Bragg Gaming Group

CEO Dominic Mansour provides an introduction to Bragg Gaming – a fast-growing European online B2B casino operator. Revenue increased by 30% during Q319 and Bragg is now entering the US market through partnerships with Kambi and Seneca.
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12/11/2019 | Bragg Gaming Group

Executive interview - IQE

Executive interview - IQE

IQE’s CFO, Tim Pullen, discusses the company’s recent interim results and explains the operational measures IQE has put in place to support growth. He also explains why it is well placed to adapt to shifts in the global electronics supply chain being brought about by US/Chinese trade sanctions. With the infrastructure phase of the capacity-expansion programme nearing completion, he explains why future investment in capacity will be much more linear and discretionary, based on anticipated demand. As a result, supported by recent cost-control measures, the company expects to generate cash in H2. With an increased debt facility in place, management is confident it will not need to raise further capital. Tim ends by discussing how management sees margins evolving and how investors should view the timing of the company’s growth opportunities across multiple different applications.
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12/09/2019 | IQE

Executive interview - Boku

Executive interview - Boku

In this video, CEO Jon Prideaux and CFO Stuart Neal give an overview of the company’s H119 results, the performance of its Payments and Identity businesses, the competitive environment and key factors influencing growth. They give an update on current trading and outline the company’s outlook on a longer-term basis.
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10/09/2019 | 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 video, CEO Andy Thorburn reviews the company’s H119 results. He discusses the new divisional structure and gives an overview of performance on this new divisional basis. He gives an update on the GP software procurement process in England and the ongoing development of the EMIS-X platform. Finally, he discusses the current trading environment and gives his views on the company’s short and medium-term outlook.
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29/08/2019 | EMIS Group

Executive interview - XP Power

Executive interview - XP Power

In this interview , CEO Duncan Penny and CFO Gavin Griggs discuss XP Power's H119 results. Duncan highlights that despite weakness in demand from the semiconductor sector, the company saw robust growth in revenues from the three other markets it serves, and has seen a good level of design wins across all sectors. Gavin discusses the impact of trade tariffs and other cost pressures on H119 margins and notes that despite short-term pressures, the company continues to invest in R&D. Duncan and Gavin also highlight the shift in production to Vietnam to reduce costs and avoid US tariffs. Duncan discusses the outlook for the company on a longer term basis, noting that the recently expanded product portfolio is moving the company up the value chain and that recent design wins in the semiconductor sector leave it well positioned once the semiconductor cycle turns positive. 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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01/08/2019 | XP Power

Bitesize briefing - Technicolor

Bitesize briefing - Technicolor

Fiona Orford-Williams, director of media, discusses Technicolor, on which Edison recently initiated research. She talks about the business models across the company's three segments and management’s strategy to drive profitability and cash flow to improve the group balance sheet.
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17/07/2019 | Technicolor

Executive interview - Tinexta

Executive interview - Tinexta

Tinexta was founded in 2009 and has expanded quickly through a combination of organic growth and M&A. It is listed on the STAR segment of the Italian Stock Exchange and provides IT solutions, information and consulting services in niche markets predominantly to corporate clients. In this video director of corporate and financial communications, Lawrence Kay, provides an overview of Tinexta’s development, the business units and their competitive landscapes, historic growth rates and current financial guidance. Read our initiation note or latest research on Tinexta here.
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17/07/2019 | Tinexta

Executive interview - Mercia Asset Management

Executive interview - Mercia Asset Management

In this interview Mark Payton, Mercia’s CEO, discusses the latest FY19 results, the rationale for the group’s rebranding to Mercia Asset Management and the outlook for the business in FY20. We also invited the three fund principals responsible for venture (Will Clark), private equity (Wayne Thomas) and debt (Paul Taberner) to outline the positioning, track record and opportunities that lie ahead for their respective business areas. See latest research note here.
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09/07/2019 | Mercia Asset Management

Executive interview - IQE

Executive interview - IQE

In this video CFO Tim Pullen, who joined IQE in February 2019, discusses his early impressions of the business as well as its medium- to longer-term outlook. He explains why management remains confident that there will be an inflection in demand for compound semiconductors and the initiatives that IQE has implemented across photonics/3D sensing, wireless and other applications to capitalise on this. He also discusses the benefits that management expects to generate from the optimisation and investment in the company’s manufacturing facilities, and the path to profitability and cash generation from here.
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02/07/2019 | IQE

Executive interview – accesso

Executive interview – accesso

In this interview, CEO Paul Noland discusses his background in the attractions and entertainment industries and what made him want to join accesso, a leading software supplier into these industries. He also explains the opportunities and challenges facing the business as he executes a transition to a customer-led model, the investment being made into this transformation and the ultimate benefits he expects it to generate. He describes how the company is improving its financial disclosure to help investors measure performance and summarises current guidance. He finishes by describing the company’s long-term strategic goal of becoming a key partner for clients providing a suite of solutions to manage their digital guest journey.
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03/06/2019 | accesso Technology Group

Executive interview - Riber

Executive interview - Riber

Chairman Michel Picault begins by explaining what MBE (molecular beam epitaxy) equipment is, what it is used for and what is driving demand. He then discusses Riber’s competitive position. He reviews FY18 performance and concludes with a discussion of why management is very confident about the prospects for FY19.
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08/05/2019 |

Executive interview - WANdisco

Executive interview - WANdisco

WANdisco CEO, David Richards discusses how WANdisco supports enterprises through the different stages of deploying a cloud-based architecture (migration to cloud, hybrid cloud and multi cloud) and how the opportunity evolves for WANdisco through this transition. He also discusses the progress the business has made in broadening and deepening relationships with tier 1 cloud providers such as Microsoft, Alibaba and Amazon AWS and the scope to improve or add to these relationships. David describes the main components of the plan to achieve $100m revenue in the medium term, while CFO, Erik Miller explains how the business is likely to migrate to a scalable, recurring revenue model over this period.
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30/04/2019 | WANdisco

Executive interview - Minds + Machines Group

Executive interview - Minds + Machines Group

Toby Hall, CEO of Minds + Machines Group (AIM: MMX), the top-level domain registry company, describes the business and how it has been transformed into a pure-play registry with a focus on growing recurring renewal sales. He discusses the company’s growth strategy and how management is achieving a balance between growing recurring renewal revenues and maximising the return on one-time premium sales. He also discusses the strategy to expand intuitive TLD identifiers into other areas such as IoT and blockchain. He runs through the highlights of the recent FY results and the key financial metrics management uses to run the business as it executes its strategy towards becoming a highly predictable, cash-generative business.
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26/04/2019 |

Executive interview - Nanoco

Executive interview - Nanoco

CFO Brian Tenner discusses the recent financial performance and how projects with the major customer underpin visibility on revenues and cash flows for FY19 into FY20. He also explains what Nanoco’s financial model should look like once commercial initiatives mature.
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15/04/2019 | Nanoco Group

Executive interview - Applied Graphene Materials

Executive interview - Applied Graphene Materials

Dr Adrian Potts, Applied Graphene Materials’ CEO discusses the specific differentiators of its graphene technologies and the markets being targeted through 120 different customer engagements. He also discusses the pathway to commercialisation and details activities in the paints and coatings world, where the first products are on the cusp of commercial realisation. He then explains what commercial and technical milestones investors should look for as the business executes its strategy, the key changes made since his arrival as CEO last year and the company’s balance sheet and cash-burn profile.
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11/04/2019 |

Executive interview - Claranova

Executive interview - Claranova

Claranova is a group of three businesses focused on mobile and internet technologies with high growth potential. The three businesses are PlanetArt, online and mobile photo printing with operations in 10 countries (76% of FY18 revenues); Avanquest, a specialist in monetising internet traffic (22% of FY18 revenues); and myDevices, IoT platform to manage connected devices in the cloud (2% of FY18 revenues). After a long period of restructuring and refocusing the business, the group is demonstrating strong revenue growth and improving profitability.
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08/04/2019 | Claranova