Investors' Chronicle cover image

Investors' Chronicle

Building stocks, Germany’s rearmament & Reach: The Companies and Markets Show

Mar 14, 2025
31:49

Mark Robinson sits in for Dan Jones this week and is joined by Michael Fahy to discuss building supplier stocks. The sector has had a rough few years with rising inflation and interest rates, and declining demand. Michael explores where the industry goes next.


Alex Newman joins to unpack everything going on with FTSE 250 listed shipbroker Clarkson (CKN) whose share price dropped after it released results.


Julian Hofmann covers the news of Germany’s rearmament. The country faces significant challenges to fund and implement its colossal plan, but stocks are already reaping the benefits.


Last up, Valeria Martinez discusses digital revenues in publishing, specifically focusing on Reach (RCH). Mark and Valeria unpack how its new business plan could impact growth.


Timestamps

5:18 Building suppliers 

15:12 Clarkson

18:51 Germany’s rearmament

26:10 Reach




Hosted on Acast. See acast.com/privacy for more information.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode