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.
The Companies and Markets Show: HSBC, Asos and the problem with megaprojects
IC Interviews: UK equity manager Nick Train
The Companies and Markets Show: Lloyd’s of London and Aim 100 Part 2
‘You can’t get selling right every time’ | Lee and the IC
The Companies and Markets Show: The 2023 Aim special
The Companies and Markets Show: Wetherspoons, saving for retirement and Birkenstock’s IPO
IC Interviews: Small-cap stockpicker Rosemary Banyard
The Companies and Markets Show: Volution, investment trust discounts & the bond yield spike
Partner Content: AI – opportunity or threat?
The Companies and Markets Show: Pendragon, disinflation and pet care
‘You only need two things to become a successful investor’ | Lee and the IC
IC Interviews: Simon Barnard of Smithson Investment Trust
The Companies and Markets Show: Elixirr, Vodafone and Judges Scientific
The Companies and Markets Show: Melrose, Dowlais and the cost of capital
The Companies and Markets Show: Housebuilders, the UK economy and Oxford Nanopore
IC Interviews: Alliance Trust fund selector Craig Baker
The Companies and Markets Show: Prudential’s plan, the German economy and 50 top funds
The Companies and Markets Show: Arm, M&S, China and BHP
IC Interviews: Fund manager Katie Potts
The Companies and Markets Show: Insurers, weight-loss drugs and survivor shares
Create your
podcast in
minutes
It is Free
THE ADAM BUXTON PODCAST
Wahlgren & Wistam
Mellan Himmel och Jord
Olösta Fall
Spår