Playing FTSE

Greggs, AG Barr & Why Pharma Is Rocketing!


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What is Chinese tapas? Find out on this week’s PlayingFTSE Show!


Steve W’s had a below-average week, but Steve D is absolutely running away with it. Or at least, he would be if he hadn’t had such a big lunch…


A year has passed since Steve W thought he saw 30% upside in AG Barr shares, so it’s time to check in on that idea. And the results so far have been… mixed.


On the one hand, the company has done what it said it would and progress is actually ahead of schedule. On the other hand, however, the stock hasn’t responded as expected.


Shares in pharmaceutical companies are up across the board this week as Pfizer managed to strike a deal with the US government. And Steve D has the details. 


Who were the winners and who were the losers? More importantly – what does it mean for investors looking for stocks to buy across the sector? 


Greggs shares jumped on the firm’s Q3 trading update. But Steve W couldn’t see anything very good in the FTSE 250 company’s report. 


Sales growth continues to be weak and it’s actually started going backwards after some signs of improvement. Steve D, however, has a slightly more positive view…


Axcelis shares fell this week on news the company plans to merge with Veeco – a similar business elsewhere in the semiconductor production process. Steve D owns this one.


There’s nothing unusual in a stock going down in an acquisition deal. But could the cross-selling opportunities and synergies unlocked by the merger make it a smart move?


Only on this week’s PlayingFTSE Podcast!


► Get a free share!


This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.


When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.


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► Support the show:


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(All proceeds reinvested into the show and not to coffee!)


► Timestamps:


0:00 INTRO & OUR WEEKS

07:23 GREGGS

22:40 PHARMA

41:04 AG BARR

56:51 SEMI MERGER


► Show Notes:


What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy


► Wanna get in contact?


Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/


► Enquiries:


Please email - playingftsepodcast@gmail(dot)com


► Disclaimer:


This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

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