Talking Tech - Episode 28
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Talking Tech - Episode 28
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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 clearly more nuanced than just growth.
Ian questions why it takes so long for the UK market to trust and understand new tech stocks.
Results from Computacenter with George looking to the US reminding us that UK listed companies can grow globally when the fund managers allow it.
IQE’s profit warning is hardly a surprise and it now looks like AIM could be seeing another departure. So much value destroyed because a once sensible business became more about being a stock than a business.
Gamma’s results show the value of the Placetel and Starface acquisitions in Germany with their strong organic growth. The management look to be getting far better returns on their investments than the fund managers, so surely buy backs are the last thing fund managers should be demanding.