We begin with Trustpilot’s (TRST) results. Mark Robinson and Dan delve into what has gone right and wrong for the company, its durability in an age of AI, and our take on its use of buybacks.
Alex Hamer then covers the North Sea Energy Profits Levy. From the effect current policies are having on production to the companies that see opportunity in the region, Alex covers all that investors need to know.
Last up, Goodwin (GDWN), the 140-year-old Stoke-based engineering and manufacturing company. Alex Newman touches on the history of the business, its most recent trading update and if its years of investment are finally paying off.
Timestamps
1:31 Trustpilot
13:34 North Sea
27:21 Goodwin
Read the stories mentioned in the show:
Trustpilot grows revenue as AI boosts its subscription model
North Sea oil stocks bet on government U-turn
Goodwin: A 143-year-old firm flying under the radar
Meeting M&G’s CEO: Lee and the IC
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