Talking Tech - Episode 23

Progressive's George O'Connor and Ian Robertson 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 LSE

Episode 832 of the PIWORLD Investor Podcasts podcast, hosted by piworld, titled "Talking Tech - Episode 23" was published on June 17, 2025 and runs 24 minutes.

June 17, 2025 ·24m · PIWORLD Investor Podcasts

Summary

Progressive's George O'Connor and Ian Robertson 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 LSE departures - To read the eulogies you would think that Ricardo was the greater success story. Ricardo was just easy to explain and love. Spectris was a bit of an effort to understand but made the effort to grow. Few make the observation that WSP Global, the acquirer of Ricardo, was, not too long ago, a not-too-exciting Canadian small cap that simply had ambition, execution and its home market on its side. Molten Ventures - the ~50% NAV discount persists. It’s complicated. It delivers NAV growth but it has a primary valuation driver, Revolut – and how do you value that? GB Group - Whilst the revised management are getting to grips, will investors simply end up with a business model that the brokers could sell rather than one that works?

Episode Description