What podcasts say about Scott Allan
Every statement, with the speaker, the exact quote and the moment it was said.
What Scott Allan has said on podcasts
17 statements · 14 positive · 3 neutral
Connecting Excellence expects a strong performance through late 2026 and into 2027.
“looking forward to a strong run into the back end of the year and into 27 now.”
Open the episode · S12 Ep9: Midweek Takeaway with Scott Ellam, CEO of Connecting Excellence Group PLC #XCEListen at 0:34
About 1,000 UK owner-managed recruitment firms are profitable, cash-generating, and lack exit strategies.
“there's 1,000 UK based. owner managed, executive and specialist recruitment firms that are profitable, cash generating with no exit strategy.”
Open the episode · S12 Ep9: Midweek Takeaway with Scott Ellam, CEO of Connecting Excellence Group PLC #XCEListen at 1:33
Connecting Excellence addresses a major market gap as a listed Bitcoin-backed acquirer.
“there's a massive gap in the market for XCE as a listed entity with a Bitcoin balance sheet”
Open the episode · S12 Ep9: Midweek Takeaway with Scott Ellam, CEO of Connecting Excellence Group PLC #XCEListen at 3:26
Additional acquisitions and Bitcoin holdings make Connecting Excellence more attractive to targets and hires.
“The more robust we are as a company and the more attractive we become as well to the next acquisition or the next revenue generating hire.”
Open the episode · S12 Ep9: Midweek Takeaway with Scott Ellam, CEO of Connecting Excellence Group PLC #XCEListen at 5:06
James Gray will retain its identity within Connecting Excellence.
“James Gray stays James Gray.”
Open the episode · S12 Ep9: Midweek Takeaway with Scott Ellam, CEO of Connecting Excellence Group PLC #XCEListen at 5:53
Reporting subsidiary results to the listed group enables faster acquisitions.
“they report their results up to the listed group. So that enables us to do more acquisitions at a faster pace.”
Open the episode · S12 Ep9: Midweek Takeaway with Scott Ellam, CEO of Connecting Excellence Group PLC #XCEListen at 6:23
Connecting Excellence paid market value for James Gray’s 8.216 Bitcoin.
“we paid market value for the Bitcoin, 8.216 Bitcoin.”
Open the episode · S12 Ep9: Midweek Takeaway with Scott Ellam, CEO of Connecting Excellence Group PLC #XCEListen at 7:50
The James Gray acquisition produced a £150,000 net cash outflow.
“there's a remaining £150,000 net cash outflow with the transaction.”
Open the episode · S12 Ep9: Midweek Takeaway with Scott Ellam, CEO of Connecting Excellence Group PLC #XCEListen at 8:29
Director loans indicate that the privately owned business is generating substantial cash.
“It's a good sign that the business is producing that kind of cash.”
Open the episode · S12 Ep9: Midweek Takeaway with Scott Ellam, CEO of Connecting Excellence Group PLC #XCEListen at 9:14
Connecting Excellence expects to retain 75–85% of James Gray’s EBITDA.
“XCE group expects to retain 75 to 85% of EBITDA based on the terms and agreement that we have in place.”
Open the episode · S12 Ep9: Midweek Takeaway with Scott Ellam, CEO of Connecting Excellence Group PLC #XCEListen at 10:45
Connecting Excellence’s acquisition model is designed to protect the group against downside.
“what we wanted to design was a replicable copy and paste acquisition model that protects the group to the downside”
Open the episode · S12 Ep9: Midweek Takeaway with Scott Ellam, CEO of Connecting Excellence Group PLC #XCEListen at 11:04
Compounding acquisitions, hiring, and incentives benefits shareholders over the medium to long term.
“the more we can compound the acquisitions and the hires into the business, and the more we can incentivize the performance, the better it is for shareholders over the medium to long term as well.”
Open the episode · S12 Ep9: Midweek Takeaway with Scott Ellam, CEO of Connecting Excellence Group PLC #XCEListen at 15:21
Connecting Excellence has maintained an MNAV multiple currently around 2.2.
“What we've managed to do is hold a 1.752, currently about 2.2 on our MNAV.”
Open the episode · S12 Ep9: Midweek Takeaway with Scott Ellam, CEO of Connecting Excellence Group PLC #XCEListen at 16:54
Connecting Excellence has averaged a valuation roughly twice its Bitcoin holdings.
“We've been on average, I would say Kevin, probably worth twice as much as the Bitcoin that we hold throughout the year.”
Open the episode · S12 Ep9: Midweek Takeaway with Scott Ellam, CEO of Connecting Excellence Group PLC #XCEListen at 17:03
Connecting Excellence’s premium reflects investor belief in continued Bitcoin accumulation and compounding.
“I think that's a reflection on a investor's belief that we can continue compounding and adding Bitcoin over time.”
Open the episode · S12 Ep9: Midweek Takeaway with Scott Ellam, CEO of Connecting Excellence Group PLC #XCEListen at 17:09
Recruitment businesses will compete for Connecting Excellence capital within one to two years.
“at some point over the next one to two years, you're going to start seeing these businesses compete for our capital.”
Open the episode · S12 Ep9: Midweek Takeaway with Scott Ellam, CEO of Connecting Excellence Group PLC #XCEListen at 18:41
Competition among acquisition targets will strengthen returns on capital and compound shareholder results.
“that makes the return on capital stronger and stronger and stronger and keep compounding the results for shareholders.”
Open the episode · S12 Ep9: Midweek Takeaway with Scott Ellam, CEO of Connecting Excellence Group PLC #XCEListen at 18:50
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.