Wake Up to Money 06/11/2025
Nov 6, 2025
In a captivating discussion, Simon Kenny, CEO of Goodfellow, delves into advanced materials and their groundbreaking applications in fields like cancer treatment and space. Lindsay James, an investment strategist at Quilter Investors, shares insights on market volatility and the implications of executive pay packages, especially regarding Tesla and Elon Musk. They explore the balance between leadership impact on company value and potential risks tied to political activities. Cybersecurity also emerges as a critical business concern for manufacturers.
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Advanced Materials Powering High-Tech Projects
- Goodfellow supplies advanced metals, polymers and ceramics globally to fields from medical to space.
- Simon Kenny highlighted partnerships with SpaceX and research projects using their materials for high-tech applications.
Materials Used In Cancer Tech
- Simon described customers using thin metal foils in plasma beam tech to target cancer.
- He also mentioned microfluidic 'lab on a chip' devices for early cancer detection.
Musk's Persona Drives Tesla Valuation
- Tesla's sky-high market value largely reflects investor belief in Elon Musk rather than current fundamentals.
- James Early warned removing Musk could halve the stock as the firm is priced on future promises like robo-taxis.