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Talking Tech - Episode 12 - Sage results, looking to a normal 2025 and analysts forecasting un-probable profits
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George O'Connor and Ian Robertson discuss Sage results as well as other recent newsflow.
Sage’s share price rose 19% on the day with the market liking it more than the analysts. Much of the debate is around the cloud native growth narrative but have the company and analysts painted themselves into something of a corner?
Nvidia results get a mention. It's been the big thing in 2024 but what’s to come in 2025? Will it be the year we finally look beyond the chips?
Discussion of the ‘future’ leads us to Deferred tax loss assets. These get recognised when the profits are probable. No probable profits mean no loss-based asset. Crucial to small cap tech you would think but often ignored. We look to Bango, Cirata and Ocado as examples.
The pair bring their discussions to a close with a glance ahead to 2025. Will the sector continue to be driven by geo-politics? Ian dares to suggest that things might just be 'normal' and George summarises the chat with a call to action: Just get on with it!
Companies discussed include: Xero, Tracsis, Sage, Nvidia, Eagle Eye, Intuit, MadeTech, Redcentric, Snowflake, SoftCat, Intuit
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If you enjoyed listening to the Talking Tech podcast you might like to take a look at the accompanying Talking Tech insights.
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