Author: Steven Frazer
Steven Frazer has worked in the investment space for nearly 30 years and was Shares magazine's (owned by AJ Bell) technology word basher and analyst for close on 15 years, covering all the major tech developments right back to the dot com boom and bust (AI, cloud computing, cybersecurity, robotics, digital commerce and more). He is a Spurs obsessive, ska junkie and loves a good book about physics. Winner of the 2013 UKTech journalist of the year gong and a TytoPR #Tech500 influencer in 2018 & 2019. Find him at LinkedIn: Click Here
In our latest podcast, Sharesify’s Steven Frazer and Ian Conway get to grips with a big sell-off over in the US. They explain how Trump’s Greenland land grab is dragging on investor confidence, and why events are setting the gold price alight. The chaps also explain why UK markets have remained more robust. Steven and Ian then talk through some of the UK company announcements that have caught their eye – dual-listed Wise (WISE), Anpario (ANP), Ashtead Technology (AT.), DFS (DFS), Currys (CURY), JD Wetherspoon (JDW), Gear4Music (G4M), Experian (EXPN), and why the latter will interest Finsbury Growth & Income…
Netflix’ (NFLX) stock surge has come to a shuddering halt in recent months. Investors are rightly wondering if the party is over. The streaming giant’s stock flopped overnight posting what many read as ‘soft’ financial guidance. But while soft guidance drags on stock, the Warner Bros Discovery’s (WBD) deal could be a catalyst for changing investor sentiment. The stock is set to post a near-7% slump when Wall Street reopens later today. At $81.40, it would mark a 39% slump since June. Reported numbers and guidance Netflix announced Q4 2025 diluted EPS of $0.56 on $12.05 billion revenue, just beating analyst estimates…
Forecast-beating financial performance is sparking a dramatic revival for Volex (VLX). Shares in the AIM-listed power cables designer jumped more than 7% on Wednesday, hitting 438.5p, their highest since late 2021. ‘The strong momentum, and good visibility through to the financial year-end provides the board with confidence in delivering full year revenue ahead of current market consensus’, the company said in a statement. Volex (VLX)Price: 440pMarket cap: £875m Company compiled consensus revenue data is pitched at $1,152.3 million, from a range of $1,145.1 million to $1,167.4 million. Average underlying operating profit forecast is $112.7 million, with a range of $111.7…
Gold surged to new records, close to $4,900 an ounce, as pressure ramps up over escalating Greenland trade tensions. The safe-haven precious metal started 2025 below $3,000/oz, putting its gains at 70% in barely a year, an unprecedented rally. Gold spot prices are trading at $4,860 at 9am UK time, while gold futures have jumped almost 5% in a week. Tough session for US stocks While gold soars, Wall Street’s major equity indices took a battering overnight as investors run for cover, reigniting the ‘Sell America’ trade. Donald Trump has insisted there is ‘no going back’ on Greenland, citing security…
It’s been years in the making but Bango (BGO) might have finally found a model for long-run success. Shares in the £70 million direct carrier billing firm jumped close on 8% on Tuesday after reporting stronger operating performance in 2025. Flagging a strategic shift toward higher-margin, recurring subscription revenues and tighter cost control has clearly gone down well with investors. New DVM clients and markets ARR, or annual recurring revenue, rose 30% to $18.2 million, underpinned by nearly 60% growth in active subscriptions on its Digital Vending Machine platform. Net revenue retention was an impressive 117%, with zero client churn…
Investors can get very excited when companies beat expectations, and that’s certainly the case with Wise (WISE) today. Shares in the money transfers business stormed nearly 12% higher on Tuesday after trumping quarterly revenue forecasts. It also raised its profit margin outlook, driven by strong customer growth and higher transaction volumes. The London-listed fintech company reported underlying income of £424.4 million for Q3 of fiscal 2026, up 21% from £349.5 million a year earlier. That was a rough 3% outperformance of analyst consensus of £412 million. Margins scaling faster Wise upgraded its underlying pre-tax profit margin guidance to the high end of…
Investors are betting on a sharp revenue and earnings recovery in 2026 for XP Power (XPP). The power controls manufacturer unveiled significantly improved new orders in both its Q4 and full year 2025 (to end December). In early trading on Monday, XP Power shares were up more than 4% at 944p. XP Power reported Q4 order intake up 29% year-on-year at £57.9 million, and a 24% hike for the year at £225.9 million. The company’s book-to-bill ratio improved to 0.98x for the full year, up from 0.73x in 2024. At the end of December, XP Power’s order book stood at £116.1…
In our latest podcast, Sharesify’s Steven Frazer and Ian Conway are getting that Friday fried feeling. Still, they soldier on to discuss record-breaking results from US investment bank Goldman Sachs (GS), which advised on a staggering $1.5 trillion of IPOs, cash calls and other deals. Wall Street rival Morgan Stanley (MS) was also on fire, as deal volumes soared last year thanks to the AI dash for cash and a boom in M&A. Steven talks through some mouth-watering IPOs which could appear this year – think Elon Musk’s SpaceX, exciting AI brainbox Anthropic and perhaps Sam Altman’s genius ChatGPT creator…
As global stock markets grapple with world events and their implications, cybersecurity concerns remain a dominant discussion point across corporate boardrooms. For investors, considering top cybersecurity stocks is more relevant than ever in this environment. In an increasingly digital, connected and cloud-based environment, what dangers do businesses face and what can be done about them. Sophisticated ransomware, pervasive phishing, AI-powered deepfakes, insider threats, supply chain disruption – it’s a long list. When looking for opportunities, these top cybersecurity stocks are frequently discussed as effective investments for the digital age. Piper’s picks Analysts at investment bank Piper Sandler have identified three stocks that…
In our latest podcast, Sharesify’s Steven Frazer and Ian Conway discuss the bubbling battle for control of Warner Bros Discovery’s valuable content catelogue, as streaming giant Netflix mulls launching an all-cash offer. The pair also delve into Apple’s partnership with Google’s Gemini as it attempts to narrow the AI gap with rivals. The pair move on to US banks as the US reporting season kicks off. They also look at the still gloomy clouds hanging over UK housebuilders. Steven and Ian then wrap up with recruiters, and why key stocks are trading a multi-year lows. But before any of that,…












