In Simon Thompson’s column today, he highlights a provider of maritime surveillance, monitoring and management systems for vessel owners and national agencies that is set to make waves. The uncertain global geopolitical backdrop is a key driver of end user demand as sovereign states in Asia and Middle East bolster their national security, border control, and search and rescue capabilities in light of the heightened security risks in these regions. Moreover, governments have a preference for autonomous systems rather than those supplied by third party nations. It all makes for a compelling investment case in Simon’s view, and one offering significant capital upside.
Meanwhile, Mark Robinson says easyJet's commitment to carbon offsetting might be good PR, but could it constrict returns over the long haul? Click here to read this week's Taking Stock, with a mention of Hollywood star Emma Thompson to boot.
And as capital spending is falling in the US as well as the UK, Chris Dillow is prompted to ask: if businesses don't want to invest, why should shareholders? Click here to read Economic outlook.