ABOUT THIS EPISODE
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 positioned, cash generative with excellent margins
GBG – it is going to be hard work but the management look to be up to the challenge
Then, looking to Autodesk, George considers changing charging / accounting models when faced with AI and difficult wider economics – doesn’t the market see right through this?
English
United States
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OTHER EPISODES IN THIS PODCAST
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…
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…
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.
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…
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