2310: The Exchange with James Thorne of Colombia Threadneedle

2026-02-09

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In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 18 companies.00:00 Outlook for UK mid/smallcaps03:15 Auction Technology Group09:15 Kitwave11:20 Oxford Biomedica14:55 1Spatial16:55 Activeops20:10 Eleco & possible impact of agentic AI on software stocks24:25 Microlise28:55 Trainline33:35 Chemring36:40 Trustpilot41:50 Serabi Gold47:20 Yougov50:50 GlobalData54:00 Avingtrans58:10 XP Power1:00:55...

In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 18 companies.

00:00 Outlook for UK mid/smallcaps
03:15 Auction Technology Group
09:15 Kitwave
11:20 Oxford Biomedica
14:55 1Spatial
16:55 Activeops
20:10 Eleco & possible impact of agentic AI on software stocks
24:25 Microlise
28:55 Trainline
33:35 Chemring
36:40 Trustpilot
41:50 Serabi Gold
47:20 Yougov
50:50 GlobalData
54:00 Avingtrans
58:10 XP Power
1:00:55 Victrex
1:03:50 LSL Property Services
1:06:50 Norcros
1:09:30 Favourite stock ideas (not recommendations) for next 12-24 months: Activeops and Auction Technology Group