PIWORLD audio investor podcasts
Business:Investing
This video can be seen at: https://www.piworld.co.uk/2019/07/17/downing-income-growth-presentation-at-mello-may-2019/
Downing: Income and Growth By James Lynch, Fund Manager, Downing & Ian Fishwick, Chairman, AdEPT Technology
James Lynch, Fund Manager, Downing
Introduction – 00:28
Market opportunities: small cap v large cap – 01:23 DiscoverIE – 03:05 AdEPT Technology – 07:34
Ian Fishwick, Chairman, ADT
ADT Key Fundamentals – 08:28
ADT Strategy – 10:18
ADT Sectors – 13:10
ADT KPIs – 14:56
ADT Acquisitions – 18:44
James Lynch, Fund Manager, Downing
AdEPT mispriced – 19:44
Ramsdens – 21:03
Ian Fishwick, Chairman, ADT
M&A v organic growth – 27:57 Share buybacks – 32:36
Q&A – 34:25
James Lynch: James joined Downing in February 2012 as part of the Private Equity team, gaining transaction experience in the SME space across a range of industries before transferring to Downing Public Equity in 2013. Prior to Downing, James worked within the asset management division of Ernst & Young after specialising in smaller companies at HW Fisher & Company. James is a CFA Charterholder, Chartered Accountant (ACA) and holds the Investment Management Certificate. James manages the MI Downing Monthly Income Fund and co-manages the Downing Strategic Micro-Cap Investment Trust.
AdEPT Technology Group plc, formerly AdEPT Telecom plc, is engaged in providing managed services for information technology (IT), unified communications, connectivity and voice to over 100 Councils, NHS Trusts and other government bodies. The Company’s segments are fixed line services (being calls and line rental services) and managed services (which are data connectivity, hardware services, IP telephony, support and maintenance services). It is engaged in the provision of voice and data communication services to both domestic and business customers. The Company offers technical and commercial options for onsite and cloud-based telephony. The Company serves approximately 20,000 commercial customers including worldwide and nationwide
Tracsis (TRCS) Full Year results presentation - November 23
Pod Point (PODP) Capital Markets Day held 16 November 2023
ActiveOps (AOM) Interim 2024 results presentation - November 23
Tracsis (TRCS) Full Year 2023 Results overview - November 23
Secure Trust Bank (STB) Capital Markets Day - November 2023
Huddled Group (HUD) Interview - November 23
Gresham Technologies (GHT) Investor Briefing: Introduction to Floe - October 2023
1Spatial (SPA) H1 2024 results presentation - October 2023
Sosandar (SOS) H1 Trading and Strategy update - October 23
Introduction to Xeros Technologies (XSG) - October 2023
Eneraqua Technologies (ETP) Half Year results presentation - October 23
Eneraqua Technologies (ETP) Half Year Results Overview – October 2023
Vertu Motors (VTU) Interim results presentation - October 23
Accrol Group (ACRL) Full Year 2023 results presentation - October 23
Gusbourne (GUS) Interim results presentation - September 23
WH Ireland (WHI) Full year 2023 results overview - September 23
Judges Scientific (JDG) Half Year 2023 results presentation - September 23
Eagle Eye (EYE) Full Year results presentation - September 23
Inspired (INSE) FY23 Interim Results presentation - September 2023
Fintel (FNTL) HY23 results presentation - September 23
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast