{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/a4c5de36-8260-4222-8e38-ff997dc73436/6af1e159876cc2ea402105e7?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Meeting with Victrex's CEO: Lee & The IC","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/61b9b44742e856e989985776/1794238293398-3b8cb9bf-c3fe-4953-bee9-b9e567954d9c.jpeg?height=200","description":"<p>Alex Newman and Lord Lee of Trafford are back to delve into the investment case for FTSE 250 manufacturer <strong>Victrex</strong> <strong>(VCT)</strong>, a manufacturer of ultra-high-performance polymers used in applications ranging from airframes to medical implants.</p><p><br></p><p>Joining them is the group’s chief executive Dr James Routh, who took over this year after eight years leading AB Dynamics. They dive into Routh’s background, his strategy for Victrex, as well as the opportunities and risks facing the company. The episode also looks at the latest changes to John’s portfolio.</p><p><br></p><p>Let us know your thoughts, or if you have any questions or any suggestions for future guests, by emailing <a href=\"mailto:alex.newman@ft.com\" rel=\"noopener noreferrer\" target=\"_blank\">alex.newman@ft.com</a></p><p><br></p><p><strong>Timestamps</strong></p><p><strong>01:56 </strong>What does Victrex specialise in?</p><p><strong>08:37 </strong>Victrex’s turnaround strategy</p><p><strong>17:53 </strong>Why did it cut its dividend?</p><p><strong>25:08 </strong>New opportunities</p><p><strong>38:44</strong> Lord Lee’s portfolio update</p><p><br></p><p>Listen to more podcasts from Investors’ Chronicle by <a href=\"https://www.investorschronicle.co.uk/podcasts/\" rel=\"noopener noreferrer\" target=\"_blank\">clicking here</a> or heading to <a href=\"https://podcasts.apple.com/gb/podcast/investors-chronicle/id951671327\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a>, <a href=\"https://open.spotify.com/show/0UXC2zQdVzl1n57gqO5oBp\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a> and <a href=\"https://www.youtube.com/user/InvestorsChronicle\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube</a></p>","author_name":"Investors' Chronicle"}