We begin the show with Jemma Slingo who covers results at Baltic Classifieds (BCG), the largest internet services provider for the Baltics. The business has a dominant position in the housing and car listings market, making it a similar company to the UK’s Rightmove and Auto Trader. Dan and Jemma unpack its expansion plans, risks and valuation.
Next, Mark Robinson joins to discuss the ‘decision intelligence’ company ActiveOps (AOM) which is gaining attention for high customer retention rates and positive earnings growth. Mark explores how large the scope is for its software services.
Last up, Julian Hofmann and Jemma discuss outsourcers Serco (SRP) and Mitie (MTO). The two explore current trading at the two companies and their prospects under a Labour government.
1:22 Baltic Classifieds
9:59 ActiveOps
20:18 Serco
24:08 Mitie
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