Things that seem permanent do change: pronunciation, the pace of technological change... and us. This is the 379th, and final finnCap Tech Chat, as we return as Cavendish Securities (as part of Cavendish Financial Group). Cav Secs Tech Chat here we come.
Bill Gates says he's only seen two demonstrations of technology that struck him as revolutionary. The first became Microsoft Windows. The second was GPT. If we have now entered the ‘Age of AI’ as Gates suggests, the self-propagating nature of the technology could lead to rapid changes in how developers, and everybody else, work and live.
Does history rhyme or repeat? If you apply the description of a company with "£24m ARR and 60% recurring revenue, a renewed focus on SaaS and ARR, and a drive to M&A", you could be talking about Ideagen in 2017 (sold for £1.1bn in 2022)....or Sopheon now. History seems to be repeating.
How best can 192,000 hours be put to work? Ultimately, that is the question that management of a company with 100 staff working 8 hours a day must answer. Today's Tech Chat highlights companies that drive towards 'automation of the unglamorous' and save their customers compounded minutes of valable time.
We are a glass half full knowing that history doesn't repeat itself, but it often does rhyme. We take a look at influences on small cap tech in the coming year with our tech Top Picks and opportunity for AI as it becomes more and more accessible to the individual.
Despite the immense value of transactions facilitated in banking, the technology supporting its complexity has yet to catch up with the expectation. We consider the need for a Goldilocks approach to banking: not too human, not to automated, but just right.
These are 'interesting times' for the global tech industry. In today's Tech Chat, we review the challenges facing the global tech industry and note the wave of layoffs across the Silicon Valley and beyond as US tech titans tighten their belts and face up to the reality of having to make profit to earn their keep. UK tech learned this discipline a while ago.
Roger Moore's character in Spice World: The Movie is particularly relevent in today's macroeconomic environment: “the headless chicken can only know where he’s been. He can’t see where he’s going.” The current environment tends to encourage the headless chicken in us all, but perhaps we simply need time to adjust – or look more closely - at the investment cases under our noses. In today's Tech Chat we look at Tracsis, IQGeo, 1Spatial and IDOX against our perennial maxim that the three certainties in life are death, taxes and regulatory compliance.
The process of inviting automation into any industry creates ripples across our society and affects us all in different ways. This week's Tech Chat takes a look at AIM listed companies aimed at automating activities in their respective verticals, from workforce management, national rail infrastructure to food & drink management in pubs to vending machines.
Spotting a success story, by definition, requires one to look at a technology investment beyond what it currently is, to see its potential, in the same way that a videographer sees potential during production in actors, location and audio before the glitz and glamour are added to its final edit.
Variables for winning the Formula 1 Championship are the same as delivering company financial results: preparation and performance. This week's Tech Chat looks at how companies in the AIM Tech space are positioning their M&A strategy to accomodate uncertainty.
