Anna Bielby took the helm at Vp in September 2023, a year after John took his own stake in the business. In this episode, Bielby, Lord Lee and IC associate editor Alex Newman discuss the equipment leasing group's history, business model, threats and opportunities.

As always, Alex and John wrap up with an update on Lord Lee’s portfolio, plus his take on defence stocks.

Timestamps 

0:59 Introduction

3:57 Lord Lee’s history with the company

5:17 Business model & threats

6:58 Hinkley Point

8:03 Rail demand 

11:11 How it fits in Lord Lee’s portfolio

12:37 Questions from Lord Lee

15:33 Current trading outlook

17:49 Impact of tariffs

18:37 Dividend

22:38 2022 sale saga

25:24 Concerns over weak valuations

28:24 Financials

34:39 Changes to Lord Lee’s portfolio

36:24 Defence 

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