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New Podcast: Talking Tech - Episode 29 How do you make an original comment about the AI bubble? Ian & George steer clear of Cisco vs Nvidia hype to revisit dot-com lessons — from “F’d Companies” flameouts to SaaS parallels. 💡AI is big money in few hands 💡Don’t bin ideas that…
🎧 The Market Call: Week Ending 24/10/25 – Gold, should we buy the dip? Gareth & Jeremy discuss fragile peace talks, Trump’s push for ceasefires, and hopes of a US–China Grand Bargain. Markets rotate sharply: gold plunges, bonds rally. Is it a correction or a structural shift?…
Question in a Bottle (short discussions from The Desert Island Investor): What do you think about buybacks? 🎧Listen here: progressive-research.com/podcasts/quest… Private investor @MarkAtkinsonDII answers the latest question sent in by listeners. In this episode, subscriber Joseph Harbin…
New Podcast: The Market Call — Week Ending 17/10/25 Gold rally: FOMO bubble or long-term dollar debasement trade? 🪙 Jeremy & Gareth discuss: • Trump’s peace→ trade war → peace U-turn with China 🇨🇳 • Gold strength & falling mining costs ⛏️ • Bitcoin lagging recent gold…
New Podcast: The Market Call – Week Ending 10/10/25 Gold hits all-time highs as credit & AI bubble worries grow (yes, even Bezos called it “a good bubble”). Trump pushes for peace in the Middle East — could lower oil & cool gold. Plus: UK car loan mis-selling, Beeks results &…
Listen to the latest episode of @MarkAtkinsonDII 's The Desert Island Investor: My review of Intertek plus a London Investor Show ticket offer Listen to the full episode here: progressive-research.com/podcasts/my-re… The Intertek Group is an FTSE 100 company that provides quality assurance…
WJG / Watkin Jones : FY guidance confirmed alongside new JV deal New Glasgow PBSA JV with Maslow Capital demonstrates the innovation and diversification of @WJHomes in a volatile market, while the group confirms FY guidance with strong operational delivery in H2. Read more:…
PHAR / Pharos Energy: Positive newsflow – Egyptian consolidation and interim results Positive newsflow from @pharosenergy yesterday as it reaches agreement with EGPC on consolidation of its two licences and releases solid interims, with drilling activity set to pick up in H2.…
THRU | Thruvision: FY25 results – resetting for growth FY25 results for @thruvision were in line with expectations after a tough year for the business, but FY26 has started strongly with a route towards breakeven profitability in FY27 if momentum continues. Read more:…
MTEC | Made Tech Group plc | Video: Full Year 2025 Results Presentation - September 2025 progressive-research.com/videos/made-te… Rory MacDonald, CEO of Made Tech Group, and Neil Elton, CFO, present the group's results for the year ended May 31, 2025, followed by a Q&A session.
SDI | SDI Group plc | Video: Full Year Results Presentation - September 2025 Watch here: progressive-research.com/videos/sdi-gro… SDI Group CEO, Stephen Brown, CFO, Ami Sharma and Head of Corporate Development, James Dimitriou present the group's results for the year ended 30 April 2025,…
STVG | STV Group: Cost actions to underpin recovery prospects Interims from @WeAreSTV show trading remains challenging for advertising and programme commissioning, but operating and financial cost actions should underpin potential to deliver longer-term growth. Read more:…
SDI | SDI Group : Current trading in-line; clear growth trajectory AGM update from @SDIplc reports continuing positive momentum across the portfolio and an improvement in organic growth, with FY26 results expected to be in line with market expectations. Read more:…
VANL | Van Elle Holdings: Project delays reduce short-term prospects Yesterday's update from @VanElleplc indicates FY26E trading and profits will be ‘materially below’ expectations as contract delays have meant the expected improvement across core markets has ‘yet to…
New podcast: Talking Tech Ep. 29 🎙️ 🎧Listen to the full episode here: progressive-research.com/podcasts/talki… George O’Connor & Ian Robertson cover: UK’s “Big Beautiful Trade Prosperity” deal – context vs Europe Oracle’s big leap & echoes of AOL–Time Warner 2000 UK co. news: SThree’s weak…
VIDEO: DFCH | DF Capital Holdings Plc : Half Year 2025 Results Overview Watch here: progressive-research.com/videos/df-capi… DF Capital CEO, Carl D’Ammassa provides an overview of the company’s results for the six months ended 30 June 2025.
New Podcast: Talking Tech Ep.28 🎧Listen to the full episode here: progressive-research.com/podcasts/talki… UK vs US tech valuations – a closer look at Computacenter, Raspberry Pi & Kainos shows the UK’s “p/e discount” is more nuanced than growth. IQE’s warning underlines AIM’s issues, while…
PEBB | The Pebble Group PLC | Video: Half Year 2025 Results Presentation Watch here: progressive-research.com/videos/the-peb… The Pebble Group CEO, Chris Lee and CFO, Claire Thomson, present the group’s results for the six months to 30 June 2025, followed by Q&A.
The Market Call: Week Ending 12/09/25 🎧 Listen here: progressive-research.com/podcasts/the-w… Inflation continues to pump up markets, keeping risk assets strong despite political volatility and looming fiscal cliffs. Bond markets wobbled on talk of IMF visits for France and the UK, but FX…
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