
Exciting British stocks & the Budget: Lee and the IC
Dienstag, 11. November 2025 · 46 min
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Shownotes
From a disappointing run with Treatt (TET) to his belief Goodwin’s (GDWN) is Britain’s most exciting engineering company outside of Rolls Royce (RR.), and STV’s (STV) profit warning to a floor coverings business benefitting from expanding infrastructure projects; this episode covers considerable ground for all DIY investors.
It concludes with reader questions, and listeners get to hear Lord Lee’s take on what may lie ahead as the Autumn Budget approaches.
Timestamps
Reflections on M&G episode
Treatt
Goodwin
STV
Venture Life
James Halstead
Primary Health Properties
Workspace
MS International
Reader questions
The Budget
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