OM DENNE PODCAST 🔗
Sector updates and discussions from Progressive's Tech Team
Opdateringsfrekvens:
every 22 days
Gennemsnitlig lydlængde:
19 minutes
Har sponsorer
Engelsk
USA
37 episoder
siden 3. maj 2024
episodic
SENESTE EPISODE 🔗
George and Ian catch up on recent news and events in UK small and mid-cap tech and discuss the (limited) SaaSpocalypse scenarios for Cerillion, DotDigital and GB Group – a few of the UK listeds that have been seen their share prices caught in the crossfire.
Cerillion might look to techies to be a…
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SIDSTE EPISODER 🔗
George and Ian consider the Saint Valentine’s day tech massacre.
In face of the carnage, we take a step back and remember that writing software is only part of the story. You need to plan, develop, test, sell and maintain. AI is untested in customer support for AI and much else besides.
We have f…
George and Ian take comfort from FY25 trading updates but look forward to a year in which reality may bite back.
Trading updates from Raspberry Pi, and news flow from Intel and Samsung, remind us that things rarely happen as smoothly or as predictably in real world tech as is hoped – particularly…
Ian and George wish ChatGPT a Happy Birthday before cantering through recent UK small tech updates.
ActiveOps – going well but could short term brokers and metric obsessed fund managers stop this little gem from reaching its full potential
Cerillion – a pause for breath year, still well positio…
George and Ian catch up on the news and events affecting UK-listed tech companies.
George and Ian consider Sage’s recent full-year results and where it can go from here. Its cloud-based US acquisition Intacct, has shown what can be done, but is Sage condemned to a life in the slow lane by its paroc…
George and Ian catch up on the news and events affecting UK-listed tech companies.
Rightmove’s share price reaction to management’s decision to accelerate its investment in AI suggests that the market is not comfortable with AI and is in bear case hunt mode. Looking at Rightmove, Trainline, Autotra…
George and Ian catch up on news around the UK small and mid-cap listed tech space.
Picking up on concerns about the challenges AgenticAI from our last podcast, George highlights Forrester’s forecast that next year 40% of AgenticAI projects will be cancelled.
On UK companies we have Dotdigital and A…
The big, big question facing everyone is how do you make an original comment about the AI bubble.
Ian and George tack away from Cisco vs Nvidia and nonsense PE comparisons and revisit ‘F’d Companies spectacular dot-com flameouts’ - the basis for Ian’s recent blog, looking for real lessons and ho…
George and Ian catch up on events in and around the UK small and mid-cap listed tech.
Big Beautiful Trade Prosperity deal – George tries to put in it some kind of context vs the scale of what is happening elsewhere. Has the UK sold its soul or did that really happen years ago? Look to the positive…
UK vs US tech valuations – reflecting on wider and individual stocks. Looking at several leading UK tech stocks, including Computacenter, Raspberry Pi and Kainos, George examines the ‘p/e discount’ issue but it’s clearly more nuanced than just growth.
Ian questions why it takes so long for the UK…
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Progressive Equity Research, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
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