<p>This week’s show dives straight into safety and equipment maker <strong>Halma (HLMA)</strong>, which reported its<a href="https://www.investorschronicle.co.uk/content/7be3f693-1ef1-4d58-9ad5-d11994c78be6?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=editorial" rel="noopener noreferrer" target="_blank"> full-year results</a> on Thursday morning. It may be time to re-evaluate the company’s description as one of the FTSE 100’s least newsworthy businesses – it has been reaping the rewards of the AI boom. But with increased interest comes heightened expectations, and perhaps this is why its shares tumbled by 15 per cent on the day of the results. Mark Robinson digs into the details on whether this ‘quality stock’ is more volatile than it once was.</p><br><p>We then turn to big pharma giant <strong>GSK (GSK)</strong>. The drugmaker made its<a href="https://www.investorschronicle.co.uk/content/d0c7e758-1b5e-4c1e-b1d5-b0fa37e446e0?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=editorial" rel="noopener noreferrer" target="_blank"> largest deal in over a decade</a> earlier this week with the acquisition of US cancer biotech Nuvalent. Julian Hofmann takes a look at the $11bn deal and what it means for the future of the pharmaceutical company.</p><br><p>Finally we discuss venture capital trust <strong>Molten Ventures (GROW)</strong>, whose investments in the likes of fintech Revolut and microsatellite operator ICEYE have helped boost its returns. Mark is back to explore <a href="https://www.investorschronicle.co.uk/content/bdd51831-9445-46b7-8167-438b4e117f99?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=editorial" rel="noopener noreferrer" target="_blank">its portfolio</a> and looks at whether the trust is morphing into something different.</p><p><br></p><h4><br></h4><h4>Timestamps</h4><p><strong>00:00</strong> Introduction</p><p><strong>01:22</strong> Halma</p><p><strong>14:47</strong> GSK</p><p><strong>23:06</strong> Molten Ventures</p><p><strong>32:25</strong> Outro</p><br><p>Listen to more podcasts from Investors’ Chronicle on <a href="https://podcasts.apple.com/gb/podcast/investors-chronicle/id951671327" rel="noopener noreferrer" target="_blank"><strong>Apple</strong></a>, <a href="https://open.spotify.com/show/0UXC2zQdVzl1n57gqO5oBp" rel="noopener noreferrer" target="_blank"><strong>Spotify</strong></a> and <a href="https://www.youtube.com/user/InvestorsChronicle" rel="noopener noreferrer" target="_blank"><strong>YouTube</strong></a></p><br><p><br></p><br><p><a href="https://www.investorschronicle.co.uk/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer" target="_blank">Investors' Chronicle</a> has supported private investors in the UK for over 160 years by highlighting rewarding <a href="https://www.investorschronicle.co.uk/investment-ideas/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer" target="_blank">investment</a> opportunities. </p><br><p>Investors' Chronicle is a service by the <a href="https://www.ft.com/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer" target="_blank">Financial Times</a>.</p><hr><p style='color:grey; font-size:0.75em;'> 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.</p>

Investors' Chronicle

Investors' Chronicle

Investing in photonics, GSK and new opportunities in venture capital: Companies and Markets Show

JUN 12, 202633 MIN
Investors' Chronicle

Investing in photonics, GSK and new opportunities in venture capital: Companies and Markets Show

JUN 12, 202633 MIN

Description

<p>This week’s show dives straight into safety and equipment maker <strong>Halma (HLMA)</strong>, which reported its<a href="https://www.investorschronicle.co.uk/content/7be3f693-1ef1-4d58-9ad5-d11994c78be6?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=editorial" rel="noopener noreferrer" target="_blank"> full-year results</a> on Thursday morning. It may be time to re-evaluate the company’s description as one of the FTSE 100’s least newsworthy businesses – it has been reaping the rewards of the AI boom. But with increased interest comes heightened expectations, and perhaps this is why its shares tumbled by 15 per cent on the day of the results. Mark Robinson digs into the details on whether this ‘quality stock’ is more volatile than it once was.</p><br><p>We then turn to big pharma giant <strong>GSK (GSK)</strong>. The drugmaker made its<a href="https://www.investorschronicle.co.uk/content/d0c7e758-1b5e-4c1e-b1d5-b0fa37e446e0?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=editorial" rel="noopener noreferrer" target="_blank"> largest deal in over a decade</a> earlier this week with the acquisition of US cancer biotech Nuvalent. Julian Hofmann takes a look at the $11bn deal and what it means for the future of the pharmaceutical company.</p><br><p>Finally we discuss venture capital trust <strong>Molten Ventures (GROW)</strong>, whose investments in the likes of fintech Revolut and microsatellite operator ICEYE have helped boost its returns. Mark is back to explore <a href="https://www.investorschronicle.co.uk/content/bdd51831-9445-46b7-8167-438b4e117f99?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=editorial" rel="noopener noreferrer" target="_blank">its portfolio</a> and looks at whether the trust is morphing into something different.</p><p><br></p><h4><br></h4><h4>Timestamps</h4><p><strong>00:00</strong> Introduction</p><p><strong>01:22</strong> Halma</p><p><strong>14:47</strong> GSK</p><p><strong>23:06</strong> Molten Ventures</p><p><strong>32:25</strong> Outro</p><br><p>Listen to more podcasts from Investors’ Chronicle on <a href="https://podcasts.apple.com/gb/podcast/investors-chronicle/id951671327" rel="noopener noreferrer" target="_blank"><strong>Apple</strong></a>, <a href="https://open.spotify.com/show/0UXC2zQdVzl1n57gqO5oBp" rel="noopener noreferrer" target="_blank"><strong>Spotify</strong></a> and <a href="https://www.youtube.com/user/InvestorsChronicle" rel="noopener noreferrer" target="_blank"><strong>YouTube</strong></a></p><br><p><br></p><br><p><a href="https://www.investorschronicle.co.uk/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer" target="_blank">Investors' Chronicle</a> has supported private investors in the UK for over 160 years by highlighting rewarding <a href="https://www.investorschronicle.co.uk/investment-ideas/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer" target="_blank">investment</a> opportunities. </p><br><p>Investors' Chronicle is a service by the <a href="https://www.ft.com/?utm_medium=referral&amp;utm_source=acast&amp;utm_campaign=podcast" rel="noopener noreferrer" target="_blank">Financial Times</a>.</p><hr><p style='color:grey; font-size:0.75em;'> 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.</p>