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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 - 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

Executive interview - Boku

Executive interview - Boku

Boku operates a direct carrier billing (DCB) platform that connects merchants with mobile network operators (MNOs) in more than 50 countries. Supporting merchants to offer DCB helps them to acquire and retain customers. 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 MNOs to its platform, is seeing strong volume growth. At the start of this year, Boku acquired Danal, an identity verification business, to leverage Boku’s strong relationships with MNOs and widen its addressable market. Boku has c 180 employees, with its main offices in the US, UK, Germany and India. In this video, CEO Jon Prideaux and CFO Stuart Neal give an overview of the company’s FY18 results and the performance of the DCB business. Jon explains the rationale for entering the identity verification market and outlines the growth strategy for Boku Identity. Stuart also discusses current trading and outlines the short- to medium-term outlook.
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26/03/2019 | Boku

Executive interview - EMIS

Executive interview - EMIS

In this video, CEO Andy Thorburn reviews the company’s FY18 results and gives an overview of performance at a divisional level. He gives an update on the GP software procurement process in England and highlights that the company was selected for the next Scottish GP software framework. He gives a progress update on the 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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20/03/2019 | EMIS Group

Bitesize briefing - Allied Minds

Bitesize briefing - Allied Minds

Allied Minds is an IP commercialisation company focusing on early-stage companies within life sciences and technology. Although AIM listed, its portfolio companies are spin-outs from US federal government laboratories and universities. The portfolio has been significantly rationalised since 2017 and is now focused on six principal companies which comprise 92%+ of portfolio fair value. Management expects the top three companies to achieve commercialisation in 2019, and we believe there could be substantial upside if this is achieved. Following recent cash management measures, Allied Minds has extended its cash runway into 2021.
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13/03/2019 | Allied Minds

Executive interview - XP Power FY18 results

Executive interview - XP Power FY18 results

In this interview, CEO Duncan Penny and CFO Gavin Griggs discuss XP Power’s FY18 results. Gavin explains the company’s record performance in terms of revenues, profits and bookings despite currency headwinds and Duncan summarises the benefits of the recent Glassman acquisition and highlights the breadth of the company’s product portfolio. While US tariffs on products imported from China have some impact on the company, Duncan explains that increasing manufacturing capacity in Vietnam should counter this. He also highlights the diverse end markets served by XP, and notes that while it saw weaker demand from semiconductor production equipment customers in Q4, all other end markets (c 75% of revenues) continued to perform well. Gavin gives an update on how the company is managing component shortages and both Duncan and Gavin discuss their expectations for FY19.
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04/03/2019 | XP Power

Bitesize briefing - UK video games

Bitesize briefing - UK video games

Over the past 2-3 years we have seen the re-emergence of a listed small and mid-cap games sector in the UK and Europe, with a wave of IPOs supported by a period of sustained outperformance of the industry majors against a backdrop of healthy equity markets. The more recent reversal of performance of the sector has been equally dramatic and largely indiscriminate. Mixed trading results from the industry majors reflects, in our view, the re-basement of expectations from unrealistic highs as well as disruption from digital distribution and recurring monetisation models. The small cap games sector mainly comprises companies with business models designed to exploit this new model and trading for the most part has been robust. The dynamic nature of the market will continue to create disruption, offering opportunities and risks, but we believe that the small cap European sector now offers exposure to a number of well run, innovative businesses and good execution will generate significant value.
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26/02/2019 |

Executive interview – mVise

Executive interview – mVise

In this interview mVise CEO, Manfred Götz, introduces the group's business of providing mobile services and solutions. He discusses mVises's new business model and turnaround in the last four years, which has led to group revenues multiplying, as well as its promising new products elastic.io and SaleSphere.
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10/12/2018 | mVISE

Executive interview – Bet-at-home

Executive interview – Bet-at-home

EKF conference 2018.
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10/12/2018 |

Executive Interview - Crealogix

Executive Interview - Crealogix

CREALOGIX, listed on the Swiss stock exchange, develops and implements software solutions that enable digital banking for ‘the digital bank of tomorrow’. The group’s products are front-end solutions that integrate with the customer’s back-end systems and are typically used by traditional banks to enable their journey to digitalisation, through the provision of a sophisticated, modern, omni-channel offering to their clients. CREALOGIX’s primary target customers are traditional retail, commercial and wealth banks that need to upgrade their legacy in-house systems to maintain competitiveness, reduce cost, differentiate and provide greater flexibility in a constantly evolving (swiftly digitalising) marketplace. In this video, CFO Philippe Wirth gives an overview of the business, including the key FY18 financials and the switch to the group’s software-as-a-service (SaaS) offering. He discusses the acquisitions of Innofis and Elaxy and also the winning of industry awards. Mr Wirth describes the group’s digital banking platform and discusses the impact of Brexit. He explains the key drivers of the business and outlines why management is optimistic on the outlook.
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07/12/2018 | CREALOGIX Group

Executive interview - Bigblu Broadband

Executive interview - Bigblu Broadband

With more than 110,000 customers across 30 countries, Bigblu Broadband (formerly Satellite Solutions Worldwide) is the world’s largest multi territory alternative broadband service provider connecting consumers, businesses and governments to super-fast broadband via satellite, fixed wireless and 4G/5G.
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29/10/2018 | Bigblu Broadband

Executive interview – Nanoco Group

Executive interview – Nanoco Group

In this interview Nanoco's CEO Michael Edelman discusses progress with the company's key US nanomaterials partner as it moves towards larger production volumes, expected for H1 FY20. He talks about the company's IP portfolio and why increased patent-filing activity could signal that the time for quantum dots may now have come. He also discusses the display market and what needs to happen to drive broader adoption of quantum dot televisions. New CFO, Brian Tenner, discusses why he joined the business, guidance for FY19 and what the financial profile of the business might look like once volume shipments commence.
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19/10/2018 | Nanoco Group

Executive interview - WANdisco

Executive interview - WANdisco

David Richards, CEO, provides an update on WANdisco’s progress with its partners, most notably with Microsoft and IBM. He also explains the company’s revenue model, and how the changing partnerships are expected to alter WANdisco’s growth profile. Erik Miller, CFO, goes on to explain how the company expects to deliver a significant ramp in bookings and revenues to meet consensus forecasts for the full year. He also details the cash costs over H1, and how he expects these to evolve over the second half. Finally, David provides an overview of WANdisco’s entry into the blockchain ecosystem and the problems that DConE seeks to address.
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01/10/2018 | WANdisco

Executive interview – Manx Telecom

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.
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05/09/2018 | Manx Telecom

Executive Interview – Boku

Executive Interview – Boku

Boku, the largest independent direct carrier billing (DCB) company, listed on AIM in November 2017. Boku operates a billing platform that connects digital content merchants with mobile network operators (MNOs) in more than 50 countries. Supporting merchants to offer DCB helps them to acquire customers and convert them to loyal, paying customers. 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 MNOs to its platform, is seeing strong volume growth. Boku has c 150 employees, with its main offices in the US, UK, Germany and India.
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04/09/2018 | Boku

Executive Interview – EMIS Group

Executive Interview – EMIS Group

EMIS is a clinical software supplier to the UK healthcare market. The company was originally established to serve the GP market, where it has a dominant position with a market share of 56% of UK GP practices. It has expanded from this position to create a broad range of products serving the community, child and mental healthcare (CCMH) market, the acute sector, and community pharmacies (where it has c 37% share), as well specialist software and screening services for diabetic retinopathy. The company strategy is to provide connected healthcare solutions to facilitate patient-centric care.
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31/08/2018 | EMIS Group