Cavendish Tech Chat | We love regulation

April 2024

The legacy of losing 11 days in 1752 left us with a peculiar tax year end, so, in light of our second new year, here is our second “looking to the year ahead”.

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Cavendish Tech Chat | CES - Artificial Irrelevance?

January 2024

Sometimes, looking back at old CES articles is like a game of “where are they now” and it wouldn’t surprise you that unavoidable and predictable buzz at CES this year is AI; CES celebrating gimmicks is the inevitable consequence of media focus, usually on the wrong thing.

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Cavendish Tech Chat | A winter in AIM

November 2023

Is winter here? Or is winter still coming? Beauty is in the eye of the beholder, and where equity multiples fall so far, and UK equity performance is so subpar to the US, bidders invitably pounce. Through our own investigations, we examine the characteristics and bidders of the 51 tech takeouts since 2017 in our Joy of Techs sector report. There remains plenty of value on the market for both investors and bidders and the Cavendish Equity Capital Markets tech team, the largest and most experienced on AIM, is well positioned to take advantage of it.

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finnCap Tech Chat | Got not gotten

September 2023

Things that seem permanent do change: pronunciation, the pace of technological change... and us. This is the 379th, and final finnCap Tech Chat, as we return as Cavendish Securities (as part of Cavendish Financial Group). Cav Secs Tech Chat here we come.

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finnCap Tech Chat | Generative AI eating software development

March 2023

Bill Gates says he's only seen two demonstrations of technology that struck him as revolutionary. The first became Microsoft Windows. The second was GPT. If we have now entered the ‘Age of AI’ as Gates suggests, the self-propagating nature of the technology could lead to rapid changes in how developers, and everybody else, work and live.

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finnCap Tech Chat | What's the French for "deja-vu"?

March 2023

Does history rhyme or repeat? If you apply the description of a company with "£24m ARR and 60% recurring revenue, a renewed focus on SaaS and ARR, and a drive to M&A", you could be talking about Ideagen in 2017 (sold for £1.1bn in 2022)....or Sopheon now. History seems to be repeating.

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finnCap Tech Chat | TikTok on the Clock

January 2023

How best can 192,000 hours be put to work? Ultimately, that is the question that management of a company with 100 staff working 8 hours a day must answer. Today's Tech Chat highlights companies that drive towards 'automation of the unglamorous' and save their customers compounded minutes of valable time.

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finnCap Tech Chat | AI wrote this Tech Chat

January 2023

We are a glass half full knowing that history doesn't repeat itself, but it often does rhyme. We take a look at influences on small cap tech in the coming year with our tech Top Picks and opportunity for AI as it becomes more and more accessible to the individual.

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finnCap Tech Chat | Goldilocks and the Old Fashioned Bankers

December 2022

Despite the immense value of transactions facilitated in banking, the technology supporting its complexity has yet to catch up with the expectation. We consider the need for a Goldilocks approach to banking: not too human, not to automated, but just right.

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finnCap Tech Chat | Disruptors disrupted

November 2022

These are 'interesting times' for the global tech industry. In today's Tech Chat, we review the challenges facing the global tech industry and note the wave of layoffs across the Silicon Valley and beyond as US tech titans tighten their belts and face up to the reality of having to make profit to earn their keep. UK tech learned this discipline a while ago.

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finnCap Tech Chat | The ferret of disorder

October 2022

Roger Moore's character in Spice World: The Movie is particularly relevent in today's macroeconomic environment: “the headless chicken can only know where he’s been. He can’t see where he’s going.” The current environment tends to encourage the headless chicken in us all, but perhaps we simply need time to adjust – or look more closely - at the investment cases under our noses. In today's Tech Chat we look at Tracsis, IQGeo, 1Spatial and IDOX against our perennial maxim that the three certainties in life are death, taxes and regulatory compliance.

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