Anna Bielby took the helm at Vp in September 2023, a year after John took his own stake in the business. In this episode, Bielby, Lord Lee and IC associate editor Alex Newman discuss the equipment leasing group's history, business model, threats and opportunities.
As always, Alex and John wrap up with an update on Lord Lee’s portfolio, plus his take on defence stocks.
Timestamps
0:59 Introduction
3:57 Lord Lee’s history with the company
5:17 Business model & threats
6:58 Hinkley Point
8:03 Rail demand
11:11 How it fits in Lord Lee’s portfolio
12:37 Questions from Lord Lee
15:33 Current trading outlook
17:49 Impact of tariffs
18:37 Dividend
22:38 2022 sale saga
25:24 Concerns over weak valuations
28:24 Financials
34:39 Changes to Lord Lee’s portfolio
36:24 Defence
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