Talking Tech - Episode 23 episode artwork

EPISODE · Jun 17, 2025 · 24 MIN

Talking Tech - Episode 23

from Talking Tech · host Progressive Equity Research

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 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?Brought to you by Progressive.

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 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?Brought to you by Progressive.

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Talking Tech - Episode 23

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How long is this episode of Talking Tech?

This episode is 24 minutes long.

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This episode was published on June 17, 2025.

What is this episode about?

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 LSE departures - To read the...

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