From a disappointing run with Treatt (TET) to his belief Goodwin’s (GDWN) is Britain’s most exciting engineering company outside of Rolls Royce (RR.), and STV’s (STV) profit warning to a floor coverings business benefitting from expanding infrastructure projects; this episode covers considerable ground for all DIY investors. 

It concludes with reader questions, and listeners get to hear Lord Lee’s take on what may lie ahead as the Autumn Budget approaches.

Timestamps 

1:21 Reflections on M&G episode 

4:27 Treatt

9:24 Goodwin

18:05 STV

19:55 Venture Life

22:47 James Halstead 

25:00 Primary Health Properties 

27:20 Workspace

29:21 MS International

32:57 Reader questions

38:45 The Budget

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