24 min listen
Vodafone’s fortunes & UK’s tech stocks: The Companies and Markets Show
Vodafone’s fortunes & UK’s tech stocks: The Companies and Markets Show
ratings:
Length:
36 minutes
Released:
Mar 22, 2024
Format:
Podcast episode
Description
We begin this week’s episode discussing specialist engineering company Dowlais (DWL) which has found itself making a considerable £450mn operating loss. Mark Robinson shares his thoughts on the business's health since the spin-off from Melrose and debates the effect the EV transition will have on the company.Dan Jones then stops asking the questions and answers them on his recent feature on Vodafone (VOD). Investors may struggle to name a more disappointing stock since the turn of the century, and Dan analyses the chances of the business turning its fortune around, and what the dividend cut means for investors. Julian Hofmann then shares his thoughts on the telecom industry at large.Last but not least, Arthur Sants joins from New York to discuss this week’s cover feature on UK software stocks, and the ability of AI to either boost or break a business. He explains the rationale behind the piece and changes in the sector, while the team discuss some of the companies analysed in the piece, including Sage and Bytes Technology.Timestamps1:13 Dowlais 10:08 Vodafone 22:15 Finding the UK's software successes24:25 Sage27:38 Bytes Technology Hosted on Acast. See acast.com/privacy for more information.
Released:
Mar 22, 2024
Format:
Podcast episode
Titles in the series (100)
Personal Finance Show 2 April 2015: This week @MoiraONeill and the team look at investing in India and the first UK-domiciled ETF offering access to China's money markets. We also chat to special guest Alan Steel about this week's portfolio clinic. See acast.com/... by Investors' Chronicle