We begin this week’s episode discussing specialist engineering company Dowlais (DWL). Mark Robinson shares his thoughts on the business's health since the spin-off from Melrose and debates the effect the EV transition will have on the company.
Dan Jones then stops asking the questions and answers them relating to his recent feature on Vodafone (VOD). Dan analyses the chances of the business turning its fortunes around, and what the dividend cut means for investors. Julian Hofmann then shares his thoughts on the telecom industry at large.
Last but not least, Arthur Sants joins from New York to discuss this week’s cover feature on UK software stocks, and the ability of AI to either boost or break a business. He explains the rationale behind the piece and changes in the sector, while the team discuss some of the companies analysed in the piece, including Sage and Bytes Technology.
