George scans the wider market and, while somewhat downbeat about the fact that the big boys in IT services are struggling to get back to where they were before the pandemic, at least in the UK, the government looks to be spending some of the money it hasn’t got on tech—giving some grounds for optimism amongst the smaller companies, including Made Tech (MTEC).
Ian scratches his head on Palantir’s business model and ponders just how dependent it is on share-based remuneration and how far and how fast does its non-conformist customer base have to grow to justify 70x sales. He also considers small-cap silicon play, Ensilica (ENSI), a real tech company with the wrong balance sheet. Share price movements following announcements and forecast revisions suggest that the investors and wider market have a better idea of how the semiconductor industry works than the brokers.
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