Notes d’épisode
Ian and George wish ChatGPT a Happy Birthday before cantering through recent UK small tech updates.
ActiveOps – going well but could short term brokers and metric obsessed fund managers stop this little gem from reaching its full potential
Cerillion – a pause for breath year, still well positioned, cash generative with excellent margins
GBG – it is going to be hard work but the management look to be up to the challenge
Then, looking to Autodesk, George considers changing charging / accounting models when faced with AI and difficult wider economics – doesn’t the market see right through…
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