Omslagafbeelding van de show Navigating the noise – conversations with the Natixis Investment Managers Expert Collective.

Navigating the noise – conversations with the Natixis Investment Managers Expert Collective.

Podcast door Natixis Investment Managers Australia

Engels

Business

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Over Navigating the noise – conversations with the Natixis Investment Managers Expert Collective.

We aim to help you make better investment decisions by bringing you insights from Natixis Investment Managers’ global expert collective including IML, Loomis Sayles, Mirova, Vaughan Nelson, Flexstone, AEW and others. This content is only available to Australian audiences. Natixis Investment Managers Australia Pty Limited ABN 60 088 786 289, AFS Licensee (AFSL) no. 246830, is authorised to provide financial services to “wholesale clients” and to provide general financial product advice to retail clients only.

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aflevering Now it’s through the ‘Valley of Death’ this tech company is on the up artwork

Now it’s through the ‘Valley of Death’ this tech company is on the up

Transitioning a tech business to the cloud is known as the ‘Valley of Death’ for good reason. Your up-front costs soar and the payoff in profit can be years away. Little-known cinema-focused tech company Vista Group International (VGL) has been through a tumultuous few years as it made this transition. Many of its shareholders deserted it and its stock price more than halved from March 2025 to March 2026. However, the transition is now well progressed and VGL is seeing the benefits. It has been winning contracts and the stock has been rising off its March lows. In this podcast Lucas Goode and Max Canfield from our Small Cap Team discuss: * Why they bought VGL and the customer research that convinced them of its merits * How cinema has changed since Covid and why the Australian box office is up ~22% this year * What has driven the recent roller coaster ride in Vista’s share price * Why Lucas and Max believe VGL is in a strong position for future growth * Why Australian small caps are at their biggest discount to large caps since the GFC and what might close the share price gap

11 jun 2026 - 17 min
Super app. Onthoud waar je bent gebleven en wat je interesses zijn. Heel veel keuze!
Super app. Onthoud waar je bent gebleven en wat je interesses zijn. Heel veel keuze!
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