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

31:43
 
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Manage episode 439073759 series 124416
Kandungan disediakan oleh Investors' Chronicle. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Investors' Chronicle atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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

1043 episod

Artwork
iconKongsi
 
Manage episode 439073759 series 124416
Kandungan disediakan oleh Investors' Chronicle. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Investors' Chronicle atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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

1043 episod

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