TIETOJA TÄSTÄ JAKSOSTA
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 parochial home market’s love of yield and misunderstanding of growth.
They also ponder the challenges that the new CEO faces at Tracsis. Not least of which, in a similar theme to Sage, is its technical debt. Although it’s worth remembering its customer base, which might be more suited to a legacy approach after all.
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HAE EDELLISIÄ EPISODEJA
Hae kanavan Talking Tech vanhoja jaksoja.
MUITA jaksoja TÄSSÄ PODCASTISSA
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…
George and Ian catch up on US giants results, reflecting on very different approaches and perhaps outlooks, before considering whether the IPO noise is consistent with the share price performance of UK tech stocks.
Microsoft - AI reality, talk of returns on its own investment on AI but no real idea…
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…
George and Ian catch up on events in and around the UK small and mid-cap listed tech.
Visma – potential London IPO. Parallels with Sage are inevitable. Visma has grown through acquisition but still delivers on organic growth. It does not, however, scale per the SaaS storybook. A judgement in store…
This week George and Ian canter through the newsflow of recent weeks, Bytes, Accesso, Northcoders and Hostelworld.
Is Bytes broken? No, but its reputation has taken another beating.
Hostelworld’s direct marketing expense reminds us why many startups sometimes feel they are just working for Go…
Vastuuvapautusilmoitus: Tälle sivulle upotettu podcast ja kuvitus ovat peräisin Progressive Equity Research:ltä, joka on sen omistajan omaisuutta, eikä se ole sidoksissa Listen Notes, Inc:n tukemaan.
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