Talking Tech

George and Ian catch up on the news and events affecting UK-listed tech companies. Rightmove’s share price reaction to management’s decision to accelerate its investment in AI suggests that the market is not comfortable...

George and Ian catch up on news around the UK small and mid-cap listed tech space. Picking up on concerns about the challenges AgenticAI from our last podcast, George highlights Forrester’s forecast that next year 40%...

The big, big question facing everyone is how do you make an original comment about the AI bubble. Ian and George tack away from Cisco vs Nvidia and nonsense PE comparisons and revisit ‘F’d Companies spectacular dot-com...

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...

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...

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...

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...

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...

George and Ian wish AIM a Happy 30th Birthday, consider its success and follow Charlie Munger’s edict of ‘invert, always invert’ to gain some context. 1,700 companies on AIM in 2007 was too many (polite way to say it)...

George and Ian catch up on events in and around the UK small and mid-cap listed tech. London Tech Week - George has been out and about and is enthused about by the talk by Gary Turner and Steve Vamas of Xero fame. More...

George and Ian catch up on events in and around the UK small and mid-cap listed tech. Looking to the US, Salesforce and C3.ai results show positive momentum for AI, as of course do Nvidia’s. But investors are asking...

George and Ian consider Sage’s results and the return of the normal share price path following results. George points to Xero as Sage’s rain cloud whilst Ian points to the success of Sage’s Intacct offering. Gamma’s AGM...

George and Ian catch up on news and events affecting UK small and mid-cap tech. IBM’s figures get George pondering the differing paths with AI for software vs IT professional services. He highlights the Asian IT...

George and Ian catch up on events in and around the UK small and mid-cap listed tech. Alphawave’s lack of guidance for 2025 is no great surprise, but in an industry as complex as semiconductors can anyone take forecasts...

George and Ian catch up on the jumble of news, both good and bad, for UK-listed tech. Pinewood.AI and Raspberry Pi deliver – although inventory build at Raspberry Pi is an issue that must be monitored. BIG Technologies...