Tech Chat

Tech Chat

finnCap Tech Chat | Disruptors disrupted

finnCap Tech Chat | Disruptors disrupted

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.

finnCap Tech Chat | The ferret of disorder

finnCap Tech Chat | The ferret of disorder

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.

finnCap Tech Chat | Thomas had never seen such a mess

finnCap Tech Chat | Thomas had never seen such a mess

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.

finnCap Tech Chat | If you go into the woods today

finnCap Tech Chat | If you go into the woods today

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.

finnCap Tech Chat | Red Bull gives you wings

finnCap Tech Chat | Red Bull gives you wings

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.

finnCap Tech Chat | War is hell but health is wealth

finnCap Tech Chat | War is hell but health is wealth

Take some soothing medicine for these volatile market conditions: this week's Tech Chat takes a look at software health-tech stocks that have recently reported good numbers and provide some recurring revenue stability in the current investment environment.

finnCap Tech Chat | Kyiv and Chips

finnCap Tech Chat | Kyiv and Chips

The mendacious justification that Russia was only deploying peacekeeping forces in to the “breakaway” Ukrainian regions of Donetsk and Luhansk was accompanied by the brazen aggression of cyber attacks. This week's Tech Chat takes a look at the effects of Russia's invasion of Ukraine: the global cyber risk and (more) component shortages.

finnCap Tech Chat | Are you special?

finnCap Tech Chat | Are you special?

As we return to the daily commute and the jostle on the underground, the tech indices also show that tech valuations are now closing on being back to normal from all time highs in 2020/21.

finnCap Tech Chat | Into the metaverse

finnCap Tech Chat | Into the metaverse

This week we enter into the metaverse, and identify stocks in UK small-mid cap that are set to benefit as the metaverse scales through the 2020s.

finnCap Tech Chat | Tech top picks for 2022

finnCap Tech Chat | Tech top picks for 2022

This week, we summarise the investment case for each of our tech top picks for 2022: Tracsis, Quartix and Tremor.

finnCap Tech Chat | Cloudy with a chance of tennis balls

finnCap Tech Chat | Cloudy with a chance of tennis balls

This week, our tech analyst takes a look at multi-cloud architectures and considers the impact of China on internet and cloud provision.