This week’s episode starts off with a discussion of Games Workshop’s (GAW) results which showed strong core revenues. Valeria Martinez looks at how the business is performing geographically, the catalysts of its growth, its forecasts and more.
Julian Hofmann then gives listeners an insight into our latest cover feature on dividend minnows. He shares the background of his research on the history of dividends in the FTSE 100 and highlights what investors should be wary of when it comes to large-cap dividends. He also touches on some examples from the piece such as brickmaker, Brickabilty (BRCK).
Last up is the pig and cattle genetics company Genus (GNS). Shares were up 20 per cent in just one day earlier in the week, a change of tune from its performance in previous years. Julian touches on the backdrop for the company’s performance and why it’s hard to price.
Timestamps
1:09 Games Workshop
17:00 Income minnows
25:34 Genus
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