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hello this is breaking the Mould are regular market review with Russ Mould
our investment research director Ross what's the fuss, Claire this week the
fuss its all about technology gadgets gizmos widgets.
The economy it's still not ready firing on all cylinders so investors are clamoring
for companies that can grow that earnings organically
on their own steam without need to fiddly things like acquisition,s so can you
give us an example what was the most topical on the
such an american company called fire Eye. It plays in the hottest of hot technology
areas Internet Security it flows down the US
NASDAQ exchange a couple weeks ago and it shares went up eighty percent on
the first day. So that some american names but what about
over here yeah over here investors getting very excited about the cloud
that virtual store room that we keep all of our emails the billions a bit so the
information that businesses need every single day to function there are
lots of companies in the UK doing that or in a certain way WANDisco Blur, Fusionex
International for example on all their share prices absolutely
rocketed people also got very excited about a Malaysian company
called Rapid Cloud which is just floated on aim the junior market.
It's shares have doubled in a couple months wow
is there any other techy news that the looking forward obviously because the market
never looked back it always looks forward one of Yorkshire's finest reports today
Friday the 27th called Filtronic now it's actually an expert in fourth generation
mobile technology network equipment it provides very clever Kit that actually increases
the capacity the networks there if you drop calls
which is quite small it's just got to break even making a small profit
the market will be looking for the next stage in its development and a couple
days later on Wednesday the 2nd Andor a Northern Irish firm, leader in the nation area cameras
academic research now it has dished out a couple profit
warnings I'm afraid to say ear of austerities put the squeeze
on some other budgets share prices began to run quite nicely
and with it being such a strong leader in its field if demand picks up could be an
interesting one
okay so what else should be looking out for because this
Isn't an episode of tomorrow's world after all
that's fine and we got results from possible from woolsely merchant builders
merchant big reach from the US economy
on the 1st of October so that's going to be very important and then we've also
gonna be taking to the skies we've got to get some easy jet and Air
Lingus coming up on the 3rd and 4th now this is me particularly interesting
Ryan Air coughed up a bit to the disappointing statement a couple weeks ago
Michael O'Leary not everybody's favourite person but a very shrewd businessman
start to talk about price pressure now Easy Jet in its last statement said
actually volumes world and prices were up and that's why Easy
Jet stock is gone well to the skies this year it'll be
interesting to see if they can keep that
when their IPL assessment
well I'm liking that it sounds good a bit glamorous travel glamorous travel
also good but don't forget back on ground we saw two things I buy the
groceries every single week statements coming up next week from
Tesco and Sainsbury's again just like the contrast between Easy Jet and
Ryan Air you got Tesco's and Sainsbury's very different fortunes Sainsbury's proceeding
quite serenely market share gains like-for-like growth about
30 odd consecutive quarters Tesco's has been on the back foot ever since
his January 2012 profit warning now Phillip Clarke a newish boss he
still trying to turn it round
the pulling out of America suggestions they may be pulling out
turkey and as they stand those losses to be looking to use that money to maybe
try and get a little bit momentum going in the UK which would frankly
be a good thing finally what can we expect from the all powerful central
banks in the next fortnight
well them again okay fine on yet obviously markets still very confused about
why the fed didn't take the white still doing a bit of a hokey cokey
in out in out do we don't wait that's a lot markets in a tiz
the European Central Bank has its say on the 2nd of October
Super Mario druggy not expected to say anything too much
but he's dropping hints he may extend support the banking system if it's needed
and I very own you governor the bank in the Mark Carney he speaks on
the tense for the Fed going forward is one last number to bear in mind
Friday the 4th non-farm payrolls if it be 169,000 new jobs
the Fed might again stop thinking a tapering if it doesn't it won't.
Okay thanks Russ . This has been breaking the Mould, we will
be back with you in a fortnight's time to
bring you a whole lot more information and news until then
Bye