Talking Tech

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 but what’s to co...

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 tech companie...

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 regaining its mojo...

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 quality and va...

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 questions wheth...

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 advisors. They also ch...

George O'Connor and Ian Robertson catch up on recent tech news and discuss the implications of the new Labour government upon the small and mid-cap listed tech space. George has been canvassing opinions amongst the great and the good of UK tech and found a generally positive, if somewhat non-committal, view. The Labour party have been making many of the right noises, and appear aware of the proble...

George O'Connor and Ian Robertson catch up on recent tech news. They discuss Ian’s blog on the question of what 'cloud native' is and whether we really need the big rewrite of existing code. George reviews the positive news extending from the small end with Made Tech and tinyBuild , through to the giant Accenture. He also talks about his evening at the recent Enterprise awards, highlighting UK Fin...

As some 45,000 people attended London's Tech Week last week, George O'Connor and Ian Robertson got together to talk about the latest sector news.  With the theme of rates higher for longer equating to lower for longer, George touched on how this macro centric year of elections was effecting the growth prospects of Small Caps. Ian discussed the geo-spatial theme linking two of our stocks, Idox and...

George O'Connor and Ian Robertson discuss the impact of digitalisation on analog businesses and how sometimes it is not the big disruptive story that makes the difference.  Digitalisation has made a huge impact on the world of Domino’s Pizza and yet Cazoo has shown that being a ‘disruptor’ is not enough – you have to know what you are trying to disrupt. They then consider Shein and whether, once t...

In this episode George O’Connor and Ian Robertson catch up on recent and mostly positive Tech News, with George holding his positivity pledge card firmly aloft.  They also discuss the Raspberry Pi IPO – another reason to be cheerful. A London float, a good company, a growth company and litmus test for the UK equity market. Brought to you by Progressive . If you enjoyed listening to the Talking Tec...

George O’Connor and Ian Robertson discuss UK small and mid-cap tech, examining current issues and searching for facts, clarity and understanding. In this first episode they discuss the opportunities in motion capture, virtual reality and machine learning smart vision at Oxford Metrics , and the potential for profitable semiconductor player, CML Microsystems , to profit from next generation wireles...