Talking Tech

George and Ian catch up on tech as it impacts UK small and mid-caps. Recent events have seen the US market, and US tech and smaller stocks in particular, backtrace whilst UK’s Techmark index has gone up 5% since the start of the year. Perhaps showing its worth as a shelter in times of trouble? George updates on recent recruitment sector news, not great, but reminds us that elsewh

George updates us on PLC awards winners – all well deserved and fingers crossed for none of those traditional subsequent share price declines.Ian looks at the strategic reasons for PINE Pinewood's acquisition of Seez and the issue of where the value really lies in AI. Should investors be calling the quality of the acquisition decision now?This leads George onto how AI is impactin

This week George and Ian catch up on recent tech newsflow and consider its impact on the UK small and mid-cap tech stocks.George scans the wider market and whilst somewhat downbeat on the fact that the big boys in IT services are struggling to get back to where they were before the pandemic, at least in the UK the government looks to be spending some of the money it hasn’t got on

George and Ian discuss recent results and look at more detail at Oxford Metrics and FD Technologies.Oxford Metrics (OMG) has faced head winds as it returns to ‘normal’ after the pandemic and supply chain issues. But it also now has the opportunity in smart manufacturing.Historically Oxford Metrics has had strong positions in relatively small global markets, the move into smart

George O'Connor and Ian Robertson discuss Sage results as well as other recent newsflow.Sage’s share price rose 19% on the day with the market liking it more than the analysts. Much of the debate is around the cloud native growth narrative but have the company and analysts painted themselves into something of a corner?Nvidia results get a mention. It's been the big thing in 2024

George O'Connor and Ian Robertson discuss Q3 Tech news.They talk about the impact of the UK Budget and then the US Election on the tech sector. AIM rallied ater the UK Budget but then gave up the gain as American institutional investors who've been buyers of UK tech this year, suddenly found a reason to go back home with tax cuts promised to US companies. As some of the larger US

George O'Connor and Ian Robertson catch up on recent Tech news. Ian sees some common themes with Pinewood (PINE) and Made Tech (MTEC) results – looking at sales processes and how much more difficult it is to sell software than services, and how lines can become blurred.George looks to the results of TCS (Tata Consultancy Services), the services behemoth and ponders an industry re

George O'Connor and Ian Robertson catch up on recent Tech News after the summer break. They consider Gamma Communications and IQE and what some might see as the difference between a good stock and a good business. Even though a company can lay claim to great IP and great tech, it is just as likely, if not more, that it is the position in the value chain that will determines its qu

George O'Connor and Ian Robertson catch up on recent Tech News, discussing stock and sector rotation in tech and the semiconductors industry.Having reviewed Allianz Tech Trust and Polar Capital Tech Trust recently, George looks at divergent performance in the sector and the big focus and interest in semiconductors. And with so much going on but so little clarity in the sector, Ian

George O'Connor and Ian Robertson catch up on recent tech news.They consider whether in the words of Robert Smith (of Vista Equity Partners) ‘‘Software tastes like chicken’ and what the success of Mark Leonard’s $80bn market cap Constellation Software as a serial acquiror of vertical market software businesses, has in the way of lessons for UK listed company investors and a