Lord John Lee and Alex Newman are back on the mics to get into the nitty-gritty of small-cap stocks, looking at software provider Pebble Beach Systems (PEB).
With a market capitalisation of £38mn, the company is a bright spot in Lord Lee’s portfolio and specialises in ‘playout’ automation and solutions for broadcasters and streamers.
The duo are in the studio with the Aim stock’s chief executive Peter Mayhead to discuss how Pebble benefits services both traditional broadcasters and increasingly streamers. They also explore the group’s competitive advantage, its balance sheet turnaround and a potential dividend.
Elsewhere, the podcast looks at tumultuous market conditions, what this means for Lord Lee’s portfolio and how he plans to ride out the volatility.
Time stamps
01:01 The markets
04:47 Inside Pebble Beach
20:22 Pebble’s turnaround
36:41 What’s behind the growth
42:42 Lord Lee’s portfolio updates
Let us know your thoughts, or if you have any questions or any suggestions for future guests, by emailing alex.newman@ft.com
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