We begin this week’s episode discussing specialist engineering company Dowlais (DWL)) which has found itself making a considerable £450mn operating loss. Mark Robinson shares his thoughts on the business's health since the spin-off from Melrose and debates the effect the EV transition will have on the company.
Dan Jones then stops asking the questions and answers them on his recent feature on Vodafone (VOD)). Investors may struggle to name a more disappointing stock since the turn of the century, and Dan analyses the chances of the business turning its fortune around, and what the dividend cut means for investors. Julian Hofmann then shares his thoughts on the telecom industry at large.
Last but not least, Arthur Sants joins from New York to discuss this week’s cover feature on UK software stocks), and the ability of AI to either boost or break a business. He explains the rationale behind the piece and changes in the sector, while the team discuss some of the companies analysed in the piece, including Sage and Bytes Technology.
Timestamps
1:13 Dowlais
10:08 Vodafone
22:15 Finding the UK's software successes
24:25 Sage
27:38 Bytes Technology
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