<description>&lt;p&gt;From a disappointing run with &lt;strong&gt;Treatt (TET) &lt;/strong&gt;to his belief &lt;strong&gt;Goodwin’s (GDWN)&lt;/strong&gt; is Britain’s most exciting engineering company outside of &lt;strong&gt;Rolls Royce (RR.)&lt;/strong&gt;, and &lt;strong&gt;STV’s (STV) &lt;/strong&gt;profit warning to a floor coverings business benefitting from expanding infrastructure projects; this episode covers considerable ground for all DIY investors.&amp;nbsp;&lt;/p&gt;&lt;br&gt;&lt;p&gt;It concludes with reader questions, and listeners get to hear Lord Lee’s take on what may lie ahead as the Autumn Budget approaches.&lt;/p&gt;&lt;br&gt;&lt;p&gt;&lt;strong&gt;Timestamps&amp;nbsp;&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;1:21 Reflections on M&amp;amp;G episode&amp;nbsp;&lt;/p&gt;&lt;p&gt;4:27 Treatt&lt;/p&gt;&lt;p&gt;9:24 Goodwin&lt;/p&gt;&lt;p&gt;18:05 STV&lt;/p&gt;&lt;p&gt;19:55 Venture Life&lt;/p&gt;&lt;p&gt;22:47 James Halstead&amp;nbsp;&lt;/p&gt;&lt;p&gt;25:00 Primary Health Properties&amp;nbsp;&lt;/p&gt;&lt;p&gt;27:20 Workspace&lt;/p&gt;&lt;p&gt;29:21 MS International&lt;/p&gt;&lt;p&gt;32:57 Reader questions&lt;/p&gt;&lt;p&gt;38:45 The Budget&lt;/p&gt;&lt;br&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;hr&gt;&lt;p style='color:grey; font-size:0.75em;'&gt; Hosted on Acast. See &lt;a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'&gt;acast.com/privacy&lt;/a&gt; for more information.&lt;/p&gt;</description>

Alex Newman and Lord John Lee reunite in the FT studio to unpack the latest changes in his portfolio

From a disappointing run with Treatt (TET) to his belief Goodwin’s (GDWN) is Britain’s most exciting engineering company outside of Rolls Royce (RR.), and STV’s (STV) profit warning to a floor coverings business benefitting from expanding infrastructure projects; this episode covers considerable ground for all DIY investors.&nbsp; It concludes with reader questions, and listeners get to hear Lord Lee’s take on what may lie ahead as the Autumn Budget approaches. Timestamps&nbsp;1:21 Reflections on M&amp;G episode&nbsp;4:27 Treatt9:24 Goodwin18:05 STV19:55 Venture Life22:47 James Halstead&nbsp;25:00 Primary Health Properties&nbsp;27:20 Workspace29:21 MS International32:57 Reader questions38:45 The Budget <hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Investors' Chronicle

Exciting British stocks & the Budget: Lee and the IC

Exciting British stocks & the Budget: Lee and the IC

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