A tremendous interview that gives some insight to the highs and lows of 2021. What companies and Andy have learned through Covid. The hunt for disrupters. Activists and bid activity. The attractions of the FTSE100. We hear how an institution exits a position. The attractiveness of an IPO, a placing or an overhang. Director buys and sells. Latterly, we discuss bitcoin and NFT’s (Non Fungible Tokens). Finally, for those who want the investing challenge (or fancy themselves as a Fund Manager!), we discuss the new PIWORLD series, Sell it to the City, and what the Fund Managers, Andy, Judith and Stephen are looking for from contestants. Please contact PIWORLD.CO.UK if you want to take part. A very engaging and informative listen. Thank you Andy!
01:02 How has 2021 been?
01:46 Omicrom?
03:28 Views on a Santa rally?
05:18 Inflation
07:05 Tapering
08:17 Reach (LON:RCH), Future (LON:FUTR), Lookers (LON:LOOK), Inchcape (LON:INCH)
12:15 Property – Grainger (LON:GRI)
13:11 FTSE100, FTSE250 v AIM £RMG; £LAND; Wise (LON:WISE), Marks And Spencer (LON:MKS)
17:18 Activists: Elliot, Glaxosmithkline (LON:GSK), Taylor Wimpey (LON:TW.), Clinigen (LON:CLIN), Pearson (LON:PSON), Johnson Matthey (LON:JMAT)
17:50 Which holdings which will move the dial? Frasers (LON:FRAS), Studio Retail (LON:STU)
19:00 Bid activity Clinigen (LON:CLIN)
19:47 Studio Retail (LON:STU)
22:43 Learnings from 2021
25:22 Tremor International (LON:TRMR)
26:47 Bid pick for 2022 Indivior (LON:INDV)
28:39 Crystal Amber and selling an overhang De La Rue (LON:DLAR)
30:57 Institutional pools of liquidity & IPOs
32:18 Preference to buy and IPO, placing or overhang?
34:18 Evolution of Covid: what went well and what went badly
37:44 Director buys and sells £TEP; Tremor International (LON:TRMR) Frasers (LON:FRAS)
40:19 Bitcoin
41:40 NFTs
42:14 Where to find Andy Brough & his funds
42:41 Sell it to the City: what is it? What the Fund Managers want to hear.
(Sell it to the City – Episode 1: https://www.piworld.co.uk/education-videos/piworld-sell-it-to-the-city-october-2021/)
About Andy Brough:
• Head of the UK & European Small and Mid Cap team
• Manager of the…
