We begin the show with Jemma Slingo who covers results at Baltic Classifieds (BCG), the largest internet services provider for the Baltics. The business has a dominant position in the housing and car listings market, making it a similar company to the UK’s Rightmove and Auto Trader. Dan and Jemma unpack its expansion plans, risks and valuation. Next, Mark Robinson joins to discuss the ‘decision intelligence’ company ActiveOps (AOM) which is gaining attention for high customer retention rates and positive earnings growth. Mark explores how large the scope is for its software services.Last up, Julian Hofmann and Jemma discuss outsourcers Serco (SRP) and Mitie (MTO). The two explore current trading at the two companies and their prospects under a Labour government. 1:22 Baltic Classifieds9:59 ActiveOps 20:18 Serco24:08 MitieClaim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only. Hosted on Acast. See acast.com/privacy for more information.

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