2092: The Exchange with William Tamworth of Artemis
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2092: The Exchange with William Tamworth of Artemis
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About this listen
00:00 Outlook for UK smallcaps
05:15 M&A activity and Corpay’s approach for Alpha International
08:55 Babcock International
11:45 Qinetiq
15:20 Moneysupermarket or MONY
18:30 Telecom Plus
22:15 Moonpig
25:30 Onthebeach
27:25 How important is cashflow yield as a stock picking metric?
28:55 Warpaint
31:10 Mears
34:45 MJ Gleeson & potential Building Safety Levy
38:45 Henry Boot
41:30 GB Group
45:40 Yougov
48:35 NCC
51:50 AOTI Inc
55:40 RWS Holdings
58:25 Beeks Financial Cloud
60:05 Favourite stock idea - Alpha International
#ALPH #BAB
#QQ. #MONY #TEP #MOON #OTB #W7L #MER #GLE #BOOT #GBG #YOU #NCC #AOTI #RWS #BKS
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.