Arthur Sants

London

U.S. Companies Reporter at Investors Chronicle Magazine

US Companies Reporter at @IChronicle. [email protected]

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Articles

This growing software small cap is as cheap as it’s ever been

2 weeks ago | investorschronicle.co.uk | Arthur Sants

Investment Risk: High Investment Style: GrowthInvestment Timescale: Long termLooking for investment opportunities during a global trade war is difficult. Shares are volatile, and sales are almost indiscriminate. But this doesn’t mean that all companies will be impacted in the same way over the longer term. Many software services businesses may see no direct impact from the tariffs, which (for now, at least) are only aimed at physical goods crossing borders.
Markets start pricing in Trump’s ignorance

2 weeks ago | investorschronicle.co.uk | Arthur Sants

The 2008 crisis was bad for the reputation of neoliberal economists. As the story goes, it was unchecked capitalism promoted by economists such as Milton Friedman that resulted in the hugely overvalued US mortgage-backed securities market. Economists then failed to spot this vulnerability, the mortgage market crashed, and the world was thrown into a catastrophic recession. Economists and politicians promised that a market-based globalised order would create more wealth for everyone.
Tesla loses ‘world’s largest EV maker’ moniker as sales plummet

3 weeks ago | investorschronicle.co.uk | Arthur Sants

Electric car maker Tesla (US:TSLA) reported a steep drop in deliveries as its brand struggles in the face of protests against its chief executive Elon Musk. In the first three months of the year, deliveries fell 13 per cent year-on-year to 336,000. Falling Tesla registration numbers gave prior warning that this would be a poor quarter for the company, but the figures were well below the 390,000 forecast by analysts.
Raspberry Pi accelerates product launches

3 weeks ago | investorschronicle.co.uk | Arthur Sants

Revenue dropped after inventory correction, but new product releases set it up for growth. Published on April 2, 2025Released 22 new products last year Inventories normalised in the fourth quarter In the computing industry companies need to predict demand and order their products ahead of time. However, inventories often get overstocked, and they then need to wait to sell these products before buying again. This was the dynamic in play for single board computing company Raspberry Pi (RPI).
Corero Network’s cyber security software is in demand

3 weeks ago | investorschronicle.co.uk | Arthur Sants

New business has grown by over 70 per cent in the past two yearsPublished on April 2, 2025Cyber security attacks are surging Strong free cash flow generation A distributed denial-of-service (DDoS) attack is a malicious attempt to make a website crash or slow down by overwhelming it with traffic from many computers at once. It is one of the most common forms of cyber attack. It is DDoS attacks that Corero Network Security (CNS) protects customers against.
Tariffs add uncertainty to Pinewood’s valuation

3 weeks ago | investorschronicle.co.uk | Arthur Sants

Double-digit growthUpgraded 2027 guidance Pinewood Technologies (PINE) – formerly Pendragon – sells software to car dealerships to help them streamline their operations. The software monitors their stock, updates the inventory as soon as a car is sold, and tracks customer interactions, as well as setting up email marketing campaigns. It is a cloud-based software operation and the dealership groups that use the software are spread across 21 countries.
Qualcomm considering offer for UK- listed chip designer

3 weeks ago | investorschronicle.co.uk | Arthur Sants

The US semiconductor giant sees value in Alphawave IP after its recent sell-off Published on April 1, 2025Semiconductor business Alphawave IP (AWE) saw its share price jump after US semiconductor giant Qualcomm (US:QCOM) confirmed it was considering a buyout. The shares climbed 45 per cent on Tuesday afternoon, to 135p. The shares have been on a rollercoaster in the past six months, ranging from 84p at the end of 2024 to 152p in early January.
Why New York’s latest IPO is a warning to everyone

3 weeks ago | investorschronicle.co.uk | Arthur Sants

Other than Nvidia, the world’s leading artificial intelligence (AI) companies are mostly private, so our look into their businesses are fleeting and hazy. However, on Friday, AI data centre company CoreWeave listed on the New York Stock Exchange, giving us an important glimpse into the economics of the industry. The story of CoreWeave is one of luck. In 2017, it was using Nvidia graphics processing units (GPUs) to mine Bitcoin. However, after the 2018 crypto crash it pivoted towards AI.
Gamma’s main market move marred by share price fall

3 weeks ago | investorschronicle.co.uk | Arthur Sants

Software company is falling due to technical reasons rather than performance, latest figures showPublished on April 1, 2025There is no reason all communications shouldn’t go through internet fibre-optics. However, inertia is a powerful force and many businesses are still dependent on landlines. Software company Gamma Communications (GAMA) is trying to make it as easy as possible for small businesses to make the switch. This service is known as a cloud private branch extension (PBX).
Tribal Group reports signs of recovery

3 weeks ago | investorschronicle.co.uk | Arthur Sants

The educational software provider has struggled to establish sales impetus. Published on March 28, 2025Increase in annual recurring revenueFewer international studentsTribal Group’s (TRB) software helps universities manage their operational processes, deal with student admissions, onboarding, and the pastoral care once they have arrived. In theory, the group’s proprietary software should lower costs as universities consequently need to employ fewer administrative staff.