Investor Meet Company - Audio Archive

Available Episodes

5 of 164

ACUITY RM GROUP PLC - Final Results
Acuity Risk Management delivered a comprehensive investor update highlighting a pivotal inflexion point for the business following the appointment of new CEO David Rajakovic. The company is focused exclusively on cybersecurity risk, supported by the relaunch of its flagship platform, Stream, and the introduction of a new vendor management hub—designed for faster, more intuitive deployment, stronger integration, and reduced implementation costs. Operating in a growing cyber risk and compliance market, Acuity reported £3.4 million in forward contracted revenue, up from £2.9 million, with a strengthened go-to-market strategy that is AI-driven, capital efficient, and partner-led. The business is targeting expansion across regulated sectors including defence, healthcare, and finance, leveraging strategic alliances with consultancies like CGI and Infodava. Recent operational improvements include significant cost reductions, enhanced gross margin potential, and improved revenue visibility through automation, partner enablement, and a focus on recurring SaaS revenue. The company’s ability to quantify cyber risk in financial terms directly addresses evolving board-level priorities. With strong traction across enterprise and mid-market clients, Acuity aims to become the “single pane of glass” for real-time cyber risk monitoring. Backed by a leaner cost base, robust balance sheet, and growing partner ecosystem, the business is on track to achieve cash flow positivity in H2 2025, while positioning itself for long-term shareholder value creation in the expanding cybersecurity software market.
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ACTIVEOPS PLC - Full Year Results
ActiveOps PLC (AIM:AOM) delivered a strong FY25 performance, underpinned by 15% revenue growth and continued momentum in its SaaS-led growth strategy. The company secured nine new customer wins, up from three in the prior year, driving 14% SaaS revenue growth and a 23% uplift in professional services revenue. With an ARR increase of 15% and net revenue retention of 108%, ActiveOps continues to expand within its customer base, capitalising on its "land and expand" strategy. EBITDA remained steady at £2.5m, supported by strategic investments in sales capacity, while gross margins held firm at 84%. The company reported healthy cash conversion at 200%, ending the year with £21m in cash and no debt. A key highlight was the acquisition of Enlighten, enhancing ActiveOps’ enterprise decision intelligence capabilities and deepening market penetration in Australia and North America. The integration is expected to deliver operational synergies while maintaining the company’s core strengths. Product innovation remains a priority, with continued expansion of ControliQ and strong ARR growth from CaseworkiQ (up 38%). ActiveOps sees a clear path to significantly grow its ARR, with an estimated £130m total addressable opportunity within its existing customer base. Management remains confident in future growth, with Q1 trading in line with expectations and five new logos already secured. As ActiveOps builds scale and explores indirect sales channels, the business is well-positioned for sustainable, high-margin growth driven by recurring revenue, a resilient SaaS model, and increasing demand for operational control and transformation solutions.
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OPTIBIOTIX HEALTH PLC - Full year results briefing
OptiBiotix Health plc (AIM:OPTI) delivered a strong investor update highlighting significant progress across revenue growth, global market expansion, and e-commerce performance. In FY2024, the company achieved a 35% increase in revenue and a 56% rise in sales orders - positioning it for a robust start to FY2025. E-commerce emerged as a major growth driver, with online sales up 108%, Amazon sales up 156%, and customer numbers expanding from 2,000 in 2022 to over 10,000. Strategic investments in the USA and India are delivering returns, including successful launches with partners such as Apollo and Morin in India, and new partnerships in North America. The company also cleared legacy inventory, lowered fixed costs, and is targeting improved EBITDA margins through streamlined operations and localized production. With leading positions in weight management and gut health, OptiBiotix is capitalizing on the demand for clinically backed functional nutrition, supported by 43 published studies. Its second-generation products and microbiome modulators present further upside potential. The business remains debt-free, holds over £9 million in cash, and owns stakes in high-growth associates like ProBiotix and SkinBioTherapeutics. With a diversified revenue mix across B2B, retail, and digital channels in key markets including Asia, Europe, and North America, OptiBiotix is well-positioned for scalable, sustainable growth. Investors are encouraged by the company’s strong order book, expanding customer base, and strategic focus on high-margin, recurring revenue streams.
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BLACKBIRD PLC - Investor Presentation
Blackbird plc has successfully closed a fully subscribed £2 million funding round to accelerate the development of Elevate, its next-generation SaaS video editing platform. Positioned as the “Figma for video,” Elevate is a browser-based, collaborative, and professional-grade editing tool designed to disrupt a vast $500bn+ global market. The platform targets creators, SMEs, educators, influencers, and businesses with a scalable solution previously inaccessible to those without high-end hardware or desktop software expertise. Elevate has entered its product-market fit phase, achieving strong early traction with tens of thousands of users and a growing base of paid subscribers since monetisation began in February. The company has halved customer acquisition costs and increased conversion and retention metrics month-over-month. Built on patented technology inherited from Blackbird’s enterprise platform—used by top-tier clients like CBS Sports, FIFA, and the US State Department—Elevate delivers frame-accurate, cloud-native editing with real-time collaboration and AI integration. Recent feature rollouts include effects, visual styles, text-to-speech, review tools, and digital asset management. The new funding will be split evenly between product development and go-to-market expansion, with upcoming marketing channels including influencer partnerships, social ads, and affiliate programs. With a clear roadmap to scale in 2026, Elevate is backed by an experienced leadership team, strong internal investment participation, and a rapidly growing market opportunity. This marks a pivotal step in transforming Elevate into a major SaaS player and long-term value generator.
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HERCULES PLC - Acquisition of Advantage NRG Ltd Investor Update Q&A
Investor Meet Company will be hosting HERCULES PLC - Acquisition of Advantage NRG Ltd Investor Update Q&A, at 3rd Jul 2025 at 11:30am BST.
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