PIWORLD Investor Podcasts

Talking Tech - Episode 34


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Progressive's Ian Robertson and George O'Connor wish ChatGPT a Happy Birthday before cantering through recent UK small tech updates.
 
ActiveOps – going well, but could short-term brokers and metric-obsessed fund managers stop this little gem from reaching its full potential
 
Cerillion – a pause for breath, year, still well positioned, cash generative with excellent margins
 
GBG – it is going to be hard work, but the management looks to be up to the challenge
 
Then, looking to Autodesk, George considers changing charging / accounting models when faced with AI and difficult wider economics – doesn’t the market see right through this?

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