Talking Tech - Episode 15

Progressive Analysts, George O'Connor and Ian Robertson’s regular review of the technology sector.

George updates us on PLC awards winners – all well deserved and fingers crossed for none of those traditional subsequent share price declines.

Ian looks to Pinewood.AI and the issue of where the value really lies in AI. It looks to have paid a ‘full’ price for Seez, but it makes strategic sense, and if investors think they themselves can call the quality of the decision now, then they should be placing their bets elsewhere.

This leads George onto how AI is impacting the tech services companies and to where’s the real AI driven growth going to come from for the software providers.

Crash landing back onto planet small-cap, we touch on which stories are truly AI related, KX being a real one, and the damage that can be done to portfolios and companies when management find themselves ‘managing to the broking story’.