
Ocado, asset managers and Telecom Plus: Companies and Markets Show
Freitag, 26. Juni 2026 · 29 min
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Shownotes
This week, we begin with online grocer Ocado (OCDO) following reports (investorschronicle.co.uk/live-blog/eef47a6d-51…) of a CEO switch. Julian Hofmann dives into what a potential change at the top will mean for the FTSE 250 company that has struggled to deliver despite decades of investing in its technology.
Next, we turn to Liontrust Asset Management (LIO), where, despite another year of poor results, it reported an early completion for its acquisition of River Global (investorschronicle.co.uk/content/9982491e-ac64…). Christopher Akers explores the positive response to the news and whether M&A offers a road to recovery.
Lastly, we look at Telecom Plus (TEP), better known as Utilities Warehouse, after it slashed dividend payouts (investorschronicle.co.uk/content/a97ed834-0aab…) and cut forecasts. Julian is back to discuss the provider’s plans to kick-start customer growth and considers whether investors are right to have confidence in the turnaround.
Timestamps
Intro
Ocado
Liontrust Asset Management
Telecom Plus
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