The Companies and Markets show: Braemar, Shell & BP, what is behind Sterling's weakness?
On this week's Companies and Markets show, shipping company Braemar is under the spotlight as our result of the week, and with transactions on the rise as Covid-19 effects start to dissipate investors are starting to be bullish.
Then it's over to our long-read, as Alex Hamer joins the pod to discuss his feature Shell and BP: time for a rethink.
And finally the panel analyse what is driving the weakness in the price of Sterling, and ask which companies are the beneficiaries/losers...
Dan Jones hosts Alex Newman, Alex Hamer, Mark Robinson and Michael Fahy.
00:00 - Intro
00:28 - News roundup
03:00 - Result of the week: Braemar (and shipping)
12:14 - Shell and BP: time for a rethink
24:04 - Sterling's weakness
Friday, May 19, 2023
The Companies and Markets show: British Land, luxury shares and outer space
In the latest episode of the Companies and Markets show, our team delve into the British Land results. What do they tell us and is there a valuation risk here? It’s then on to this week’s cover feature, on the ‘space economy’. The team discuss investment opportunities for UK investors wanting to get a piece of the action.LVMH’s decision to not split its shares has our economics expert questioning whether investments in a luxury company can be a status symbol. And what impact do stock splits have?Finally, the interim results of easyJet. Does the future look sunny for the budget airline?Dan Jones is joined by Mark Robinson, Julian Hofmann, Hermione Taylor and Michael Fahy.
Friday, May 12, 2023
The Companies and Markets show: Banks, the American dream and Wetherspoons
The episode begins with an examination of the recent fall in Virgin Money’s profits. What drove it and what lies ahead for the bank?The team then go on to this week’s cover story on British stocks moving listings to the US. How big of a trend is it? And are companies right to see the US as the magical solution to boost their valuations?Finally, a trading update from JD Wetherspoons. Positive news from the pub company who had their busiest Saturday ever at the start of May. But what about cost of living pressures? Can consumers be relied upon to keep buying drinks though prices are rising?Dan Jones is joined by Julian Hofmann, Jemma Slingo and Mark Robinson.
Friday, May 5, 2023
The Companies and Markets show: Manufacturers, AGMs and the energy transition
In this week’s Companies and Markets show, the panel discuss specialist manufacturer Morgan Advanced Materials' results and digs into what drove revenues in 2022. The team then talk annual general meetings and unpick the obstacles that have arisen since conferences began to move online. Lastly is our latest cover story on the energy transition, discussing UK stock picks and giving listeners an insight into threats facing renewables investment trusts.Dan Jones is joined by Mark Robinson, Val Cipriani and Jennifer Johnson.