PIWORLD audio investor podcasts
Business:Investing
00:41 Iain’s background
03:49 Sectors and themes Iain likes
05:11 Selection criteria for investments
09:58 Innovation: Oxford Instruments (OXIG), Spectris (SXS) Xp Power (XPP), Big Technologies (BIG)
11:54 Strategic assets: Elementis (ELM)
13:00 Are you limited in what you can invest in, by company size?
14:17 What companies offer good value at the moment?
15:03 Eurocell (ECEL)
15:26 Strix (KETL)
17:56 XP Power (XPP)
24:40 Battery storage: Invinity Energy Systems (IES).
(PIWORLD interview with CEO of IES https://www.piworld.co.uk/company-videos/piworld-interview-with-invinity-energy-systems-ies-ceo-larry-zulch/)
33:10 Meditech 33:34 Renalytix (RENX)
40:30 Luceco (LUCE)
(LUCE H120 results https://www.piworld.co.uk/company-videos/luceco-plc-luce-interim-results-september-2020/)
43:00 Learning from mistakes Saietta (SED); 46:13 NCC (NCC)
49:38 Current market valuations
Iain Staples works on:
Schroders UK Smaller Companies Fund:
Schroders Dynamic UK Smaller Companies Fund
https://www.schroders.com/
About Iain Staples:
Iain’s first proper job, after studying maths and theoretical physics at Cambridge and Manchester, was at LEK Consulting, the corporate strategy consultant. After cutting his teeth on anything from potash mines in Spain to launching a low cost carrier for BA, he moved to Hoare Govett in 1999 in its TMT equity research team, just before the dot com bubble started to expand. After it duly popped, he emerged somewhat wiser from the experience and worked for ten years on the sell side, ending up at Altium as a roving analyst. Since 2012, he has worked at Schroders and took on his first fund in 2015.
Tracsis (TRCS) Interim results presentation - April 2024
1Spatial (SPA) Full Year 2024 results presentation - April 2024
Tracsis (TRCS) Half Year 2024 results overview - April 2024
The Property Franchise Group (TPFG) Full Year 2023 results overview - April 2024
Pod Point (PODP) Full Year 2023 results presentation - April 2024
Everyman Media Group (EMAN) FY23 Results Overview - April 2024
Sosandar (SOS) Full Year 2024 Trading update - April 2024
Inspired (INSE) Full Year 2023 results presentation - March 2024
PIWORLD interview with Bill Fawkner-Corbett: Investing In Compounders and SIGnet membership
Judges Scientific (JDG) Full Year 2023 results presentation - March 2024
Tribal Group (TRB) Full Year 2023 Results presentation - March 2024
The Pebble Group (PEBB) Full Year Results 2023 - March 2024
Inspired (INSE) Full Year 2023 overview - March 2024
Somero Enterprises (SOM) Full Year 2023 results presentation - March 2024
Eagle Eye (EYE) H1 FY24 results presentation - March 24
Secure Trust Bank (STB) FY23 results highlights - March 2024
Fintel (FNTL) Full Year 2023 results presentation - March 24
SThree (STEM) FY24 Q1 Trading Update - March 2024
H&T Group (HAT) FY23 results presentation - March 2024
1Spatial (SPA) Introduction to 1Streetworks - March 24
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