Progressive Equity
@prog_res
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We provide bespoke research, investor engagement and advisory services to public and private companies of all sizes and across a broad range of sectors.
City of London, UK
Joined November 2017
🎙️The Market Call – Week Ending 12/12/25 A “hawkish cut” from the Fed dominated the week, with policymakers signalling just one more rate cut in 2026. Markets are also watching Kevin “The Real Asset” Hassett, widely tipped to replace Powell, as gold/silver react to shifting
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CER | Cerillion plc | Video: Full Year Results Presentation - November 2025 📺Watch here: https://t.co/QxcTGtp3oE Cerillion CEO, Louis Hall and CFO, Andrew Dickson, present the company’s results for the 12 months ended 30 September 2025, followed by Q&A.
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IGR | IG Design Group plc | Video: Half Year Results Presentation Watch here: https://t.co/GSgZeTcwnq IG Design Group Interim Executive Chair, Stewart Gilliland and CFO, Rohan Cummings, present the group's results for the six months ended 30 September 2025, followed by Q&A.
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🎙️The Market Call: Week Ending 05/12/25 – Watching the Bitcoin Barometer Why is Bitcoin weakening while gold and silver push ATHs? Jeremy & Gareth break down the drivers — and why BTC’s 24/7 pricing is becoming a useful real-time risk barometer for investors. They also look at
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🎙️New Podcast: In the Company of Mavericks - An Update on Argentina’s Milei Revolution with Jeffrey Stout Last year Jeremy visited Buenos Aires to witness the early days of Javier Milei’s presidency. A chance encounter with businessman Jeffrey Stout - one of the first to predict
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New Podcast: In the Company of Mavericks - The Consequences of the Budget Jeremy sat down with Simon French (Panmure Liberum) and Thomas Moore (Aberdeen) to dig into what the UK Budget really means — for the economy, for markets, and for attracting global capital. They break
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🎙️Talking Tech – Ep. 34 🎧Listen here: https://t.co/JNxhwVKE7z This week Ian & George mark ChatGPT’s birthday -before cantering through recent UK small tech updates. 🔹 ActiveOps — business is solid, but short-term pressure from brokers and metric-driven fund managers could
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🎙️The Market Call - Week Ending 21/11/2025: Mansplaining the Budget & UK Housing 🎧Listen here: https://t.co/2ImCFGspLT Jeremy, Gareth and Guest Alastair Stewart break down the key investor angles from Rachel Reeves’ second Budget. Alastair is notably bullish on the outlook
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🎙️Listen to the latest episode of @MarkAtkinsonDII's The Desert Island Investor: 🎧Listen here: https://t.co/TB8AFKsnl1 In this episode Mark reviews his holding in Smurfit Westrock plc (ne Smurfit Kappa) a company that continues to expand their market lead in the world of
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REMINDER | Investor Webinar | CER | Cerillion Plc Final Results Presentation Tomorrow, Friday 28th November, 2025 at 1pm (London) Register here: https://t.co/MSdF5O1QQy Louis Hall, CEO and Andrew Dickson, CFO, will be presenting from the company, followed by a Q&A session.
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🎙️Talking Tech – Episode 33 🎧Listen here: https://t.co/razuzHyyWK George and Ian catch up on the news and events affecting UK-listed tech companies. George and Ian consider Sage’s recent full-year results and where it can go from here. Its cloud-based US acquisition
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🎙️ITCOM: Contrarian Investing in UK Equities with Alyx Wood Jeremy McKeown and Mark Wharrier sit down with Kernow AM’s Alyx Wood to dig into his contrarian long–short approach to UK equities — why he’s bullish on the market, the ideas he’s backing, and the lessons from his
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🎙️Talking Tech – Episode 32 George and Ian dive into the latest moves in UK-listed tech — from Rightmove’s AI investment wobble to what Kainos’ results say about year-end IT spending. They preview Sage’s upcoming numbers through the lens of Xero’s results and explore what a
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IGR | IG Design Group HY26 Results Presentation 11:00 am (London), Tuesday 2nd December 2025 Register here: https://t.co/tvYuBwnN4K Stewart Gilliland, Interim Executive Chair, and Rohan Cummings, CFO, will be presenting from the company. Questions can be submitted during the
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🎙️In the Company of Mavericks: A Global Thematic Masterclass A deep dive into global thematic investing with Mark Farrington - from Japan’s boom and bust to China’s emerging challenges, and how shifting geopolitics and monetary risks could reshape the world economy. 🎧Listen to
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🎙️The Market Call: Week Ending 14/11/2025 – When Does the UK Get a Government Shutdown? UK markets wobble as Reeves backs away from an income tax rise, shaking gilts and the pound. In the US, investors are flying blind with no official data and tightening dollar liquidity
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Investor Webinar | CER | Cerillion Plc Final Results Presentation Friday 28th November, 2025 at 1pm (London) Register here: https://t.co/MSdF5O1QQy Louis Hall, CEO and Andrew Dickson, CFO, will be presenting from the company, followed by a Q&A session.
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🎙️ New podcast: “ITCOM: Will the UK sacrifice the North Sea to net-zero?” Join Jeremy as he unpacks the shifting UK energy policy, soaring North Sea oil & gas debates, and what it could all mean for jobs, prices and the next election—with expert guests Kathryn Porter and Martin
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FORT | Forterra: Guidance held as housebuilding outperforms Update from @ForterraUK confirms that FY25E EBITDA guidance is maintained as demand in housebuilding, where the group has larger exposure than rivals, remained stronger than the depressed RMI market. Read more:
progressive-research.com
Quality coverage, accessible to all investors
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🎧The Market Call: Week Ending 07/11/25 – Fireworks Postponed A calm week in the markets: US & China reach a truce, the Fed stays cautious amid data drought, and Musk celebrates a trillion-dollar deal. In the UK, all eyes on the looming Budget and Tim Martin’s latest broadside.
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