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What investors can do with takeover cash: Lee and the IC

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Manage episode 439073759 series 124416
Innhold levert av Investors' Chronicle. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Investors' Chronicle eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Lee and the IC is back after its summer hiatus with the latest updates to Lord Lee’s portfolio.


Armed with the proceeds of a takeover, Lord Lee has spent the last few months topping up some existing holdings and running the slide rule over several British value opportunities, including a media conglomerate and a global shipping firm. John and Alex continue their discussion on the role of non-executive directors (NEDs) as share ambassadors, as well as what lies ahead for private investors in the wake of Labour’s win.


1:11 Lok’nStore sell

6:13 Britvic

9:56 ITV purchase

12:09 Braemar purchase

18:00 Non-executive director holdings

24:01 Labour government


Hosted on Acast. See acast.com/privacy for more information.

  continue reading

1049 episoder

Artwork
iconDel
 
Manage episode 439073759 series 124416
Innhold levert av Investors' Chronicle. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Investors' Chronicle eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Lee and the IC is back after its summer hiatus with the latest updates to Lord Lee’s portfolio.


Armed with the proceeds of a takeover, Lord Lee has spent the last few months topping up some existing holdings and running the slide rule over several British value opportunities, including a media conglomerate and a global shipping firm. John and Alex continue their discussion on the role of non-executive directors (NEDs) as share ambassadors, as well as what lies ahead for private investors in the wake of Labour’s win.


1:11 Lok’nStore sell

6:13 Britvic

9:56 ITV purchase

12:09 Braemar purchase

18:00 Non-executive director holdings

24:01 Labour government


Hosted on Acast. See acast.com/privacy for more information.

  continue reading

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