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UK & US Earnings, Updates & IPO's?
► 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.
► Get 15% OFF Finchat.io:
Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!
https://finchat.io/playingftse/?lmref=iQl2VQ
► Episode Notes:
Who’s been playing FC25 in Bolton Wanderers mode? Find out on this week’s PlayingFTSE Show!
Monzo – the bank that Steve and Steve have owned for what seems like ages – has been making noises about going public. But will it list in London, or in the US?
A lot of UK companies have been listing in the States recently, but Steve D is hoping for a London IPO. Is this one for the AIM or the main market?
J.D. Wetherspoon’s has released its latest trading update and Steve W thinks it’s… fine. Like-for-like sales growth is decent enough, but only really in line with the industry.
The company has no realistic price competition from its rivals, but supermarkets are the big challenge. So how will the firm cope with higher tax and NI contributions?
From the AIM, Steve D’s investment in Ashtead Technology is starting to pay off. But nobody on our show is quite sure why.
Revenues are set to come in marginally ahead of expectations, with EBITA (no D) up. Surely that’s not enough to set the stock off, though… is it?
We haven’t talked about FTSE 250 dividend aristocrat Spectris on the show before – but that might have been a mistake. The stock has been bouncing back off its lows recently.
It’s in the precision measurement space and Steve D knows it from work. But Steve W has concerns over the impact of weak demand from China and its implications for profits.
Prologis is still the biggest publicly-listed real estate investment trust (REIT) – we checked. It’s heavily exposed to some promising trends that are emerging, but it’s cheap right now.
With a lower cost of capital than its rivals, the firm is well-positioned to make it through a period of normalising demand. So could it be one for either Steve to buy right now?
Steve W has been looking at the latest results from Associated British Foods. It’s underwhelming across the board, but especially when it comes to Primark.
Despite this, the stock looks cheap right now. And it might be that the retailer’s results – disappointing as they are – could justify the entire market cap by itself…
We’re always interested in Netflix on this show. And Steve D has been looking at a very impressive performance from the world’s leading streaming platform.
Revenue growth has been picking up and margins are widening, greeting great unit economics. And with its competitive position getting stronger, is it too late to buy the stock?
Only on this week’s PlayingFTSE Podcast!
► Support the show:
Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse
(All proceeds reinvested into the show and not to coffee!)
There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/
We get a small cut of anything you buy which will be reinvested back into the show...
► Timestamps:
0:00 INTRO & OUR WEEKS
7:05 MONZO IPO
12:20 JD WETHERSPOONS
17:32 ASHTEAD TECH
23:00 SPECTRIS
28:25 PROLOGIS
35:39 PRIMARK AND FRIENDS
48:33 NETFLIX
► 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 Twitter: https://twitter.com/playingftseshow
Or 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.
View all episodes
By playingftsepodcast
5
44 ratings
► 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.
► Get 15% OFF Finchat.io:
Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!
https://finchat.io/playingftse/?lmref=iQl2VQ
► Episode Notes:
Who’s been playing FC25 in Bolton Wanderers mode? Find out on this week’s PlayingFTSE Show!
Monzo – the bank that Steve and Steve have owned for what seems like ages – has been making noises about going public. But will it list in London, or in the US?
A lot of UK companies have been listing in the States recently, but Steve D is hoping for a London IPO. Is this one for the AIM or the main market?
J.D. Wetherspoon’s has released its latest trading update and Steve W thinks it’s… fine. Like-for-like sales growth is decent enough, but only really in line with the industry.
The company has no realistic price competition from its rivals, but supermarkets are the big challenge. So how will the firm cope with higher tax and NI contributions?
From the AIM, Steve D’s investment in Ashtead Technology is starting to pay off. But nobody on our show is quite sure why.
Revenues are set to come in marginally ahead of expectations, with EBITA (no D) up. Surely that’s not enough to set the stock off, though… is it?
We haven’t talked about FTSE 250 dividend aristocrat Spectris on the show before – but that might have been a mistake. The stock has been bouncing back off its lows recently.
It’s in the precision measurement space and Steve D knows it from work. But Steve W has concerns over the impact of weak demand from China and its implications for profits.
Prologis is still the biggest publicly-listed real estate investment trust (REIT) – we checked. It’s heavily exposed to some promising trends that are emerging, but it’s cheap right now.
With a lower cost of capital than its rivals, the firm is well-positioned to make it through a period of normalising demand. So could it be one for either Steve to buy right now?
Steve W has been looking at the latest results from Associated British Foods. It’s underwhelming across the board, but especially when it comes to Primark.
Despite this, the stock looks cheap right now. And it might be that the retailer’s results – disappointing as they are – could justify the entire market cap by itself…
We’re always interested in Netflix on this show. And Steve D has been looking at a very impressive performance from the world’s leading streaming platform.
Revenue growth has been picking up and margins are widening, greeting great unit economics. And with its competitive position getting stronger, is it too late to buy the stock?
Only on this week’s PlayingFTSE Podcast!
► Support the show:
Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse
(All proceeds reinvested into the show and not to coffee!)
There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/
We get a small cut of anything you buy which will be reinvested back into the show...
► Timestamps:
0:00 INTRO & OUR WEEKS
7:05 MONZO IPO
12:20 JD WETHERSPOONS
17:32 ASHTEAD TECH
23:00 SPECTRIS
28:25 PROLOGIS
35:39 PRIMARK AND FRIENDS
48:33 NETFLIX
► 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 Twitter: https://twitter.com/playingftseshow
Or 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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