Sharesify
Sharesify is an online resource for private investors and produced by several former employees of Shares magazine. It aims to help private individuals manage their own money and investment portfolios.
Launched in 2026, we publish daily news content, analysis and thought-provoking written content about stocks, investment trusts, funds, ETFs, ISAs, SIPPs, plus produce podcasts, webinars and more.
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We write about all companies on the UK stock market, covering large, mid and small cap stocks on both London’s Main Market and AIM. We also provide extensive coverage of stocks listed in the US, Europe, Asia and other overseas stock markets, interview fund and investment trust managers about performance and the secrets of their investing technique, highlighting products that provide exposure to interesting companies, geographies and growth or income-generating assets.
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Sharesify
Talking Alphabet, Amazon, Microsoft and SpaceX, plus AO World, Beauty Tech, PZ Cussons and Tesco
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The team discuss the latest developments in US tech stocks, including how SpaceX shares have traded since their IPO, plus updates from UK consumer stocks including AO World, Beauty Tech Group, PZ Cussons and Tesco.
Hello and welcome to the midweek edition of the Sherzify podcast. As usual, I'm joined by Stephen James. How are you, chaps? Very well. And as usual, it seems, we're talking SpaceX, which has gone from 135 at issue to $201 as of Tuesday night. That's a 49% gain. It did hit $225 in today, which was more like a sort of 59-60% gain, but super active. Tell us all about it, Steve.
SPEAKER_00Well, I mean, it's just it just tells you how much pent-up interest there was in this IPO. Um, and clearly, while there is a big retail investor market, something like 30% of the stock went to retail investors around the world. Ultimately, um, there's just so much pent-up buying um steel, and that's what's driven the stock. I mean, put it into context, uh, I mean, we were talking about this earlier. I mean, it's now worth more in stock market terms than Amazon. It's never made a penny of profit, and yet it's worth more than Amazon. So yeah, investors just they they are betting on things looking very much rosier in 2030 plus. Um, it's going to be a pretty bumpy next four years, I suspect. But at the moment, the stock only goes in one direction. So um I celebrate all those people who piled in at 135. Um, now you've got decisions to make about whether or not you you really want to stick stick with a stock for the longer term or whether you want to take a short-term profit. Everyone has to make their own decision about that.
SPEAKER_01Yeah, absolutely. It's all about your level of uh at what level of risk you're happy with. Um, what I noticed and what I thought was a bit strange was I genuinely expected all space stocks to be going up at the same time as the IPM. What it's done though, it sort of sucks the air out of the rest of the space sector. So there's uh a Van Eck Space Innovators ETF. The ticket is J-E-D-G, and that had been going really well. The minute space exflated, people have dumped it. And we've seen a similar phenomenon with the city.
SPEAKER_00Well, I think this is this this has a bit been a theme for over the last several weeks um in the run into the IPO, is that I think we've seen weakness across the wider tech space, not just the space subsector, not just the AI subsector, but across the wider tech environment where people I think have been crystalising profits in order to raise capital to put into the SpaceX IPO. So whether or not that eases up over time, um, we will wait and see. It'll be certainly very interesting to look at. For example, next week we've got uh the rebalance of the NASDAQ 100, and you've got Rocket Lab will be um joining the Nasdaq 100. So it's in a pretty similar space, it manufactures satellites, um, is developing its own uh launch uh capacity. Um, we'll see whether or not that starts getting uh a bit of a warmer reception. But anyway, lots of interesting dynamics going on. Things like uh Z-Scaler, the the cybersecurity company being kicked out of the Nasdaq 100. So you're really seeing this massive weight of AI infrastructure is is is just so popular at the moment, and and that is obviously going to condense um uh the investment and and and and make make everything a bit more narrow.
SPEAKER_01Yeah, now as you said, SpaceX overtook Amazon um in the ranking. Uh, but you've noticed um that you know it might be interesting for people to take a look at Amazon versus Microsoft.
SPEAKER_00Yeah, it was it wasn't Amazon, it's Alphabet. I was looking at Ian. And I just I just casually came across just just looking at share price performance and stuff as we do. Um, that Microsoft is is down about 17% year today. Amazon is up, um not Amazon, sorry, but good Alphabet is up about 17% year today. So I just wondered whether or not I've written a piece about it, wondered whether or not this was a sign that there should be people taking uh profits from from their alphabet holdings and perhaps funnel it into Microsoft. So I've looked at that analysis and looked at the pros and the cons and and come to you know conclusions which people can come to our website and and have a look at.
SPEAKER_01Brilliant, brilliant. So, James, um switching to the UK, we've had some pretty good numbers out of consumer companies, haven't we, this week?
SPEAKER_02Yeah, we have indeed surprisingly resilient. So we've had a couple of them as self-help stories rather than sort of a tailwind from the consumer, I suspect. So PZ Cousins, uh yet another upgrade. I think that's about four for the full year to date, actually. So self-help's working, there's a currency headwind from the Naira has abated. Um IG design, which is uh you know, greetings, cards, gift wrap, Christmas crackers, reinstated the dividend with that's turnarounds gaining some traction. And then also to the AO World has announced a 20 million cash return, 10 million through a special Divi, and 10 million through a further buyback. But I think the stock was down today because there wasn't you know another upgrade for FY27, which uh you know they've kind of treated investors to in recent months.
SPEAKER_00Yeah, I mean it's interesting. You mentioned the Naira James because uh I mean PZ Cousins have had the big market in Kenya for uh sorry in Nigeria for a long time, and and it's a very volatile currency, isn't it? And this seems to be a fairly regular, if infrequent, thing they have to manage is that currency risk.
SPEAKER_02Yeah, absolutely. I think it's a big reason why the share price looks a bit grim on a 10-year view. They've always got those currency hits from time to time on profits, but you know that with that stabilising a bit, it could be a brighter picture ahead. We've also had um Magic Mike Ashley is up to his uh his old tricks again, isn't he? Ian with uh a bid for Accent, which is Aussie's uh largest footwear retailer, and also a bid for the rest of Hugo Boss. So it'd be very interesting to see what happens there.
SPEAKER_00He does does like a deal with Mike Ashley.
SPEAKER_01But isn't it interesting the timing of this that he's decided that he's gonna go on the offensive and buy up minorities in, or actually not minorities because he's a large minority holder himself. So buying the rest of these things in to take control of it. I find that timing very, very interesting.
SPEAKER_00I remember him taking on uh brands like uh Wrangler Jeans and uh Lonsdale, the old boxing brands, and and I think he's always had that eye for a brand that's got real longevity, but it's really kind of fallen a bit out of fashion. So he buys it up on the cheap and gets you know gets to manufacture new stuff relatively cheaply and sells it, stacks it high, sells it cheap, kind of scenario. And he's been doing it for a long, long time.
SPEAKER_01Yeah, oh yeah, absolutely. Yeah, yeah. Um, and James, we've still got to come a few more consumer names, haven't we?
SPEAKER_02We have we've got a retail tiddler and a retail titan tomorrow. So we've got smaller end, angling direct, fish and sackle retailer, um, AGM, and then Tesco first quarter update, which will be really uh interesting. Read on the consumer, and then uh a bit later in the week, your old friends at Beauty Tech Group.
SPEAKER_01My old friends at Beauty Tech. I told you it's natural, it's natural. Steve, um Jabele, Jabel out tonight, is it?
SPEAKER_00Yeah, it's uh I think it's out um uh ahead of the market, so it it it it would probably hit the tape anytime now, actually. Um it's it's ahead of the US Open afterwards. Um so it's certainly one I'll be keeping an eye on to see uh see how that moves. I mean, we explained about it's it's got this this core man electronics manufacturing, contract manufacturing, and it and it works with so many big tech companies. So it probably isn't that familiar to many UK retail investors, but you'd be amazed at how many fingers in how many different pies it's got. So it really will be an interesting uh company to watch.
SPEAKER_01The other thing I know that everybody's gonna be watching tonight um is Kevin Walsh, new Fed chair, is uh gonna be taking his first Fed meeting. Um, I don't think there's any expectation he's gonna be particularly hawkish. He wasn't hired to be hawkish, he was hired to cut rates and to stoke growth. And to a degree, he's actually been helped because the obviously this agreement with Iran means that the oil price has gone down. I think West Texas is now something like 76 instead of 96 a couple of days ago. So, you know, everybody will be watching that one.
SPEAKER_00Um you certainly expect that to be deflationary and to take a little bit of the air out of the inflationary pressures that that central banks have recently been seeing because of what's been happening in the Middle East. Absolutely. And you're gonna be busy talking to um some some fund managers next week as well, are you? Let's not not forget that. Um, Japan and um European focus, aren't they?
SPEAKER_01That's right, Steve. Yeah, well, we've got um first of yeah, we've got uh JP Morgan European Growth and Income on the webinar, and we've got AVI Japan Opportunity Trust on the webinar. So that is six o'clock in the afternoon. Uh next Wednesday, 24th of June. Go to the website, sign up, it's completely free. Also, please do submit questions. We want your questions as well as our questions for these fund managers. This is your chance.
SPEAKER_00That's exactly the right point to make here. It's you, the listeners out there, it's your opportunity to ask them through us, ask them directly whatever you like about performance portfolios, positioning. Um, you can ask them pretty much whatever you like. So just send in your questions and we'll field them directly to the the fund manager themselves.
SPEAKER_01Absolutely, and with that, we'll sign off and we'll catch up with you on Friday. Cheers. See ya.
