James has spent over 30 years in the investment industry as a Fund Manager and Sell Side Analyst. His career on the Sell Side was primarily focused on the Travel & Leisure Sector with coverage of Small, Mid and Large Cap companies at Dresdner Kleinwort, JP Morgan, Panmure Gordon and Citi. Latterly, James ran the European Product Management team at Citi, supporting colleagues across sectors to write impactful and differentiated research as well as coaching more junior members of the department.
Tony has worked within the oil and gas industry for over 30 years, including over 20 years as one of the leading equity analysts covering the sector. He was Head of Oil and Gas research for Peel Hunt and worked at Investec for 16 years prior to this. In these capacities, he was closely involved with IPOs and financings for several successful oil companies. He has also worked in Investment Research with The Bell Group International and Project Finance with Schroders. He read Mathematics at Cambridge University, both as an undergraduate and a post-graduate research student.
Chris has a BSc in Geology from the Royal School of Mines in London, with a post-graduate qualification in Ore Mineralogy. He has worked on projects and consulting engagements in a number of countries including Zambia, Indonesia, Nigeria and Cameroon. Chris specialises in understanding and explaining ore and resource formations, and in GIS and mapping.
Alk Brand, CEO
00:16 Introduction
Rob Thomas, CFO
01:25 H1 Highlights
04:39 Income statement
06:09 Balance sheet
07:52 Cashflow statement
07:59 Net cash
Alk Brand, CEO & Rob Thomas, CFO
08:31 Feed & Grain division
12:50 Arable division
15:45 Stores division
Alk Brand, CEO
17:51 Project Genesis update
Rob Thomas, CFO
22:50 Strategic proposition
25:44 Summary and outlook
Wynnstay is a leading UK provider of agricultural supplies and services to farmers, mainly in England and Wales. The Group’s wide range of agricultural inputs includes feed, seeds and fertiliser. It also provides grain marketing services to arable farmers and its specialist teams offer farmers advice on animal health and nutrition products as well as on soil health, environmental measures, and the latest farming techniques. Wynnstay supplies both direct-to-farm and via its network of depots. These sell an extensive range of farm supplies, including hardware, feed and dairy hygiene products, and also cater for rural dwellers.
Based in Wales, Wynnstay originated as a farmers’ co-operative in 1918 and joined AIM in 2004. It has a strong record of rising dividends.
For the past 25 years George has been a financial analyst covering London-listed Software & IT Services, e-comm and hardware companies. George has worked for a variety of firms including Albert E. Sharp, Panmure Gordon and Stifel where he researched and communicated investment cases, conducted IPOs, secondary placings and the odd rescue rights. George started his career at IT industry analysts IDC where over nine years he rose to become Research Manager.
Rebecca joins Progressive as a generalist research analyst, as well as working in a project-based role across the broader business. She brings a wealth of experience from her role as an analyst at Puma Investments. Her time on the buy-side was spent analysing and investing in AIM-listed small and mid-caps across a broad range of sectors. Prior to Puma Investments she worked in a variety of public and private companies. With a degree in English Literature and an art-based background, Rebecca is well-placed to help companies communicate with their investors and wider audiences. She also holds the CFA UK Investment Management Certificate (IMC) and the CFA certificate in ESG Investing.
