Talking Tech - Episode 38
In the latest Talking Tech episode, analysts George O'Connor and Ian Robertson examined the recent turbulence affecting UK small‑ and mid‑cap tech stocks, focusing on Cerillion, DotDigital and GB Group. They argued that fears of a "SaaSpocalypse" driven by AI are overstated for these firms. Cerillion enjoys a strong AI‑centric moat, while DotDigital and GB Group rely on more mature, less cutting‑edge solutions but retain solid market positions. Both companies face growth and operational challenges, yet no immediate AI‑induced existential threat is evident.
In the Company of Mavericks: Small Ships, Big Oceans and the World on Fire with Ami Daniel
The podcast with Windward founder Ammy Daniel centers on the cascading effects of the latest Middle East oil shock, emphasizing that the loss of roughly 80 million barrels per day cannot be remedied quickly and is reshaping the global energy order. Daniel...
The Pebble Group (PEBB) Full Year 2025 Results Presentation - March 2026
The Pebble Group reported FY2025 results in March 2026, highlighting a 15% revenue increase to roughly $1.2 billion across its two divisions, Facilisgroup and Brand Addition. Facilisgroup delivered a 22% EBITDA margin, driven by organic distributor growth and expanded partner networks....
DF Capital (DFCH) Full Year 2025 Results Overview - March 2026
DF Capital (DFCH) reported its full‑year 2025 results in March 2026, highlighting a record‑setting performance for the specialist lender that focuses on underserved manufacturers, dealers and distributors. Loan origination climbed to $1.8 billion, a 27% increase year‑on‑year, pushing the loan book to...
Secure Trust Bank (STB) 2025 Annual Results & Investor Update Highlights - March 2026
Secure Trust Bank used its March 2026 investor‑update to present the 2025 annual results and outline a refreshed strategy. After a three‑year simplification that cut the operating structure from eight units to two core businesses, management said the bank is...