We begin this week’s chat with deputy companies editor Michael Fahy who runs through the history and new developments at tech solutions company Filtronic (FTC). Having signed a deal matching its total revenue last year, Michael unpacks the potential prospects for the business.
On the day the Bank of England announced it would keep interest rates on hold, Julian Hofmann joins the conversation to discuss his latest story on mid-cap stocks benefiting from interest rate cuts. Alex Newman also weighs in on the debate.
Last up, Mark Robinson discusses oil services group John Wood Group’s (WG) trading update and the recent opportunistic bid from Sidara. Would a deal make sense?
Timestamps
1:25 Filtronic (FTC)
16:12 Mid-caps
29:29 Wood Group (WG)
Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit investorschronicle.co.uk/podcasttrial
*After your 12-week trial you will pay just £56.25 every 13 weeks by direct debit.
If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.
Hosted on Acast. See acast.com/privacy for more information.
Personal Finance Show: A Boris bounce for the long term?
Companies & Markets Show: Deal or no deal
Personal Finance Show: Inheritance tax: spotting pitfalls as the net widens
Companies & Markets Show: Out for the count
Personal Finance Show: Brexit, Woodford and other UK equity opportunities
Companies & Markets Show: All hail the conkerer
Interview: Plotting Asia Dragon's return to out performance
Personal Finance Show: Good out performance and how to find genuine value
Companies & Markets Show: New power generation
Paid Post: Decoding the election
Companies & Markets Show: Good value hunting
Personal Finance Show: How to select the best investment trusts and investing optimistic investing
Interview: Seeking good returns through the cycle via European Assets
Paid Post: Is the UK investable ahead of the election?
Personal Finance Show: Waiting for Woodford to come good and consistent income options
Companies & Markets Show: When doves cry
Interview: Exploiting income opportunities home and away
Paid Post: Can the election clear the market air?
Personal Finance Show: Value on the rise, a UK equity conundrum & the latest Woodford crossroads
Companies & Markets Show: Margin of safety
Create your
podcast in
minutes
It is Free
THE ADAM BUXTON PODCAST
Wahlgren & Wistam
Mellan Himmel och Jord
Olösta Fall
Spår