Investor Meet Company - Audio Archive

Available Episodes

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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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SKINBIOTHERAPEUTICS PLC - Superdrug Commercial Agreement
SkinBioTherapeutics PLC’s (AIM:SBTX) latest investor update highlighted significant progress in commercial execution and strategic growth, driven by science-backed innovation in skin health and the microbiome. The company unveiled its landmark two-year exclusive distribution agreement with Superdrug for AxisBiotix-Ac, marking its first high street retail launch, with rollout to 200 UK stores targeting the high-demand acne segment. This complements continued online sales via Amazon and the company’s website. Additionally, the company announced National Psoriasis Foundation (NPF) accreditation in the U.S., unlocking a major international market. Commercialisation of its lysate-based skin technology through Croda’s April launch of Zenakine - hailed as a next-generation cosmeceutical—is progressing well, though financial disclosure is restricted under confidentiality agreements. A recent £4.2 million fundraise was completed swiftly to support the accelerated Superdrug launch, product manufacturing, and marketing, rather than for ongoing working capital. Strategic acquisitions, including Dermatonics and Biotech Solutions, are enhancing group capabilities, margins, and distribution. R&D remains active across five scientific pillars, including wound care, inflammation, and oral health, with multiple multinational discussions ongoing. Management reiterated its dual strategy of organic growth and selective M&A, backed by a strengthened executive team and renewed investor communication focus. With a growing revenue base, expanding retail footprint, and valuable partnerships in place, SkinBioTherapeutics is well positioned for accelerated growth and long-term value creation.
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AUGMENTUM FINTECH PLC - Annual results for the year ended 31 March 2025 on 1 July 2025
Augmentum Fintech PLC’s (LSE:AUGM) FY24 investor update highlights a resilient and maturing portfolio focused on high-growth, early-stage fintech across Europe, with its top nine holdings representing 80% of NAV and delivering strong revenue growth and improving margins. Despite a notable write-down in Grover, core assets such as Zoa are showing robust performance, and the portfolio includes three companies expected to surpass $500M in annual revenue by year-end. With over £100M in exits to date averaging 30% above holding value and an IRR exceeding 30%, Augmentum remains committed to long-term value creation through selective realisations, disciplined capital deployment, and active portfolio support. CEO Tim Levene addressed the persistent share price discount - currently reflecting zero value for 20 portfolio companies - as unjustified, citing structural challenges in the UK market and outlining ongoing efforts to expand investor outreach and improve transparency. The company maintains a strong cash position, enabling continued investment in high-potential fintechs like Loop FX and Penmo, and is leveraging AI to enhance its sourcing and decision-making processes. As the portfolio continues to evolve, with more companies reaching profitability and exit readiness, Augmentum expects a material re-rating over the next 2-3 years, supported by improving market sentiment, a rising M&A pipeline, and growing investor recognition of its high-quality underlying assets.
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