Skillcast, Kenmare, Time Finance & Ramsdens Holdings present their investment case followed by Q&A & discussions with management.
Listen to listed companies present their investment case followed by Q&A and the opportunity for informal discussions with management over drinks and canapés.
Featuring presentations from Skillcast Group PLC, Kenmare Resources PLC, Time Finance PLC & Ramsdens Holdings PLC
Skillcast Group PLC
Speakers: Vivek Dodd, CEO, & Richard Steele, CFO
Skillcast helps businesses create ethical, resilient workplaces and make compliance simple. For over 20 years, Skillcast has supported companies in transforming workplace culture through e-learning, Governance, Risk and Compliance (GRC) tools, and a cloud-based SaaS platform. This platform integrates learning content, activity tracking, policy management, and compliance submissions, enabling firms to meet complex regulatory obligations efficiently and reduce compliance risks. All technology and content are developed in-house, allowing for customizable solutions. Skillcast serves over 1,400 clients including FTSE 100 companies and global financial institutions mainly in regulated sectors like financial services and insurance, both in the UK and internationally. The company’s annual revenue is approximately £14 million, growing at over 20% per year, with 83% from core SaaS products and a CAGR 25% year-on-year increase in Annual Recurring Revenue in its first three years following its AIM IPO in December 2021.
Kenmare Resources PLC
Speaker: Tom Hickey, MD
Kenmare Resources plc is one of the world's largest producers of titanium minerals. Listed on the London Stock Exchange and Euronext Dublin, Kenmare operates the Moma Titanium Minerals Mine in Mozambique. Moma's production accounts for approximately 6% of global titanium feedstocks and the Company supplies to customers operating in more than 15 countries. With an 18 year production history, Kenmare produces raw materials that are ultimately consumed in everyday quality-of life items such as paints, plastics and ceramic tiles. The Company established a dividend policy in 2018 and since 2019, it has returned approximately $295 million to shareholders through dividends and share buy-backs.
Time Finance PLC
Speakers: Ed Rimmer, CEO, & James Roberts, CFO
Time Finance, a non-bank alternative finance provider helps UK businesses thrive and survive through the provision of flexible funding facilities. Offering a multi-product range of funding solutions for UK SMEs, Time primarily concentrates on Asset Finance, Invoice Finance or a combination of the two through its Asset- ased Lending solution. While focussed on being an ‘own-book’ lender, the Group does retain the ability to 'broke-on' deals when felt to be more appropriate, enabling it to optimize business levels through market and economic cycles. The business has enjoyed four years of strategic delivery since 2021. The period has seen it's lending book grow from £113m to over £220m; Revenue from £24m to £37m, PBT from £2m to £8m, and Net Tangible Assets from £29m to over £44m. At the same time arrears have fallen from 12% to 5% and secured lending has moved from 52% to 85% of the total lending book.
Ramsdens Holdings PLC
Speakers: Peter Kenyon, CEO, & Martin Clyburn, CFO
Ramsdens Holdings PLC is a growing, diversified financial services provider and retailer, operating across four core business segments of foreign currency exchange, pawnbroking loans, precious metals and retailing premium watches, new and pre-owned jewellery. The Group is headquartered on Teesside and operates from 169 stores across the UK (including one franchised store), with an established and growing online presence. Ramsdens is fully FCA authorised for its pawnbroking and credit broking activities and as an authorised payment institution