Technology, Media & Telecoms Sector Investment Insights

TMT Insights

Market cap

Date (published)

thematic

TMT

20.10.25

Edison explains: AI’s bubble watch – central banks flag dot-com-level valuations

thematic

TMT

04.09.25

Edison explains: Small modular reactors – why governments and tech giants are embracing SMRs

Latest

TMT | Flash

04.02.26

Datatec — Logicalis acquires US cybersecurity specialist

TMT | Update

03.02.26

PCI-PAL — Record H1 new business

TMT | Flash

02.02.26

discoverIE Group — Organic growth in Q3 orders and sales

TMT | Flash

30.01.26

Datatec — Westcon expansion to the Balkans

insight

TMT

17.12.21

From drought to glut? – Where to position yourself in the chip value chain?

insight

TMT

23.09.21

Seven things every investor needs to know about Checkit

insight

TMT

16.08.21

Bitcoin’s investment thesis – Means of payment

insight

TMT

09.08.21

Bitcoin’s investment thesis – Ease of storing and transferring coins

insight

TMT

26.07.21

Bitcoin’s Investment thesis – Scarcity explained

insight

TMT

20.07.21

Northern Data Group (NB2)

Latest price

EUR12.63

▾ 0.04 (0.32)

As at 06/02/2026

Market capitalisation: EUR809m

View equity

Flash

TMT

11.11.25

Northern Data Group — Rumble confirms offer for Northern Data

Flash

TMT

04.11.25

Northern Data Group — Sale of Peak Mining finalised

Update

TMT

23.10.25

Northern Data Group — Q325 update and progress on strategic disposals

Omantel (OTEL)

Latest price

OMR1.09

— 0.00 (−0.18)

As at 06/02/2026

Market capitalisation: OMR818m

View equity

Ovanti (OVT)

Latest price

AUD0.00

— 0.00 (0.00)

As at 06/02/2026

Market capitalisation: AUD16m

View equity

PCI-PAL (PCIP)

Latest price

GBP0.57

— 0.00 (0.00)

As at 06/02/2026

Market capitalisation: GBP41m

View equity

Update

TMT

03.02.26

PCI-PAL — Record H1 new business

Flash

TMT

19.11.25

PCI-PAL — Targeting the US healthcare opportunity

Update

TMT

17.11.25

PCI-PAL — Fleshing out the growth strategy

Quadient (QDT)

Latest price

EUR15.14

▾ −0.24 (−1.56)

As at 06/02/2026

Market capitalisation: EUR531m

View equity

Quickview

TMT

01.10.25

Quadient — Stable H125 profit despite Mail weakness

Quartix Technologies (QTX)

Latest price

GBP2.81

▾ −2.00 (−0.71)

As at 06/02/2026

Market capitalisation: GBP142m

View equity

Reach (RCH)

Latest price

GBP0.64

— 0.00 (0.00)

As at 06/02/2026

Market capitalisation: GBP204m

View equity

Quickview

TMT

25.07.25

Reach — Clarifying the narrative

Quickview

TMT

04.03.25

S4 Capital (SFOR)

Latest price

GBP0.25

▾ 0.50 (2.07)

As at 06/02/2026

Market capitalisation: GBP168m

View equity

Quickview

TMT

25.03.25

S4 Capital — AI distractions and opportunities

SenSen Networks (SNS)

Latest price

AUD0.05

— 0.00 (6.67)

As at 06/02/2026

Market capitalisation: AUD40m

View equity

Quickview

Healthcare

28.08.25

Alzinova — Innovative new approach to Alzheimer's

Update

TMT

03.03.25

SenSen Networks — More focused, scalable and poised for growth

Quickview

Real Estate

10.02.25

Safari Investments — Portfolio optimisation to enhance value

Sirma (SGH)

Latest price

EUR1.23

▾ −0.02 (−1.60)

As at 06/02/2026

Market capitalisation: EUR74m

View equity

Softcat (SCT)

Latest price

GBP11.67

▾ −44.00 (−3.63)

As at 06/02/2026

Market capitalisation: GBP2,473m

View equity

Quickview

TMT

19.03.25

Softcat — H125 results outperform again

QuickView

TMT

25.10.24

Softcat — FY24 shows the strength of Softcat’s model

Solutions30 (S30)

Latest price

EUR0.90

▾ −0.01 (−0.88)

As at 06/02/2026

Market capitalisation: EUR98m

View equity

QuickView

21.11.17

Solutions 30 — Servicing Europe’s digital goods

STV Group (STVG)

Latest price

GBP1.13

▾ −3.00 (−2.59)

As at 06/02/2026

Market capitalisation: GBP54m

View equity

Quickview

TMT

12.03.25

STV Group — Broadening content and reach

Substrate AI (SAI)

Latest price

EUR0.06

— 0.00 (−3.23)

As at 06/02/2026

Market capitalisation: EUR11m

View equity

Spotlight — flash

TMT

20.01.25

Substrate AI — FY24 headline results are positive

Spotlight — flash

TMT

15.01.25

Substrate AI — Infrastructure investment

Initiation

TMT

17.07.24

Substrate AI — AI venture builder

Team Internet Group (TIG)

Latest price

GBP0.50

▾ −0.60 (−1.20)

As at 06/02/2026

Market capitalisation: GBP122m

View equity

Flash

TMT

20.01.26

Team Internet Group — DIS and Comparison support year-end trading

Update

TMT

12.11.25

Team Internet Group — Strategic review and trading update

Update

TMT

02.09.25

Team Internet Group — Transitional H1, expecting the benefits in H2

The Pebble Group (PEBB)

Latest price

GBP0.50

— 0.00 (0.00)

As at 06/02/2026

Market capitalisation: GBP75m

View equity

Update

TMT

09.09.25

The Pebble Group — Pushing more value through platform

Update

TMT

11.07.25

The Pebble Group — On track, with further tender offer

Update

TMT

19.03.25

The Pebble Group — Well placed for market improvement

Curated by Edison

twitter.com

Economics of the OpenAI deal

TMT

Flow of profit distribution through the investments repayment phases

Read article

www.reuters.com

Exclusive: ChatGPT owner OpenAI projects $1 billion in revenue by 2024

TMT

The forecast represents how some are betting the AI tech will go far beyond splashy and sometimes flawed public demos.

Read article

www.ft.com

India’s high-stakes bid to join the global semiconductor race

TMT

Chipmaking could be fantastically lucrative but precision engineering has not been a traditional national strength

Read article

www.exponentialview.co

🔮 Twitter’s hive mind; Africa’s microgrids; new chips; bitcoin++ #397

TMT

The ‘hive-mind’ notion is appealing but does require stewardship and directionality.

Read article

www.gartner.co.uk

What is New in the 2022 Gartner Hype Cycle for Emerging Technologies

TMT

Gartner unveils our latest Hype Cycle™ for Emerging Technologies featuring 25 ‘must-know’ innovations to drive competitive differentiation and efficiency 💯 They are not only expected to greatly impact business and society over the next 2️⃣ to 🔟 years, but will especially enable CIOs and IT leaders to deliver on digital business transformation. Find out more here. #GartnerIT #EmergingTech #IT #CIO #DigitalBusiness

Read article

Thematics

thematic

Consumer

05.10.22

IPO apocalypse

thematic

TMT

10.08.22

ESG, moving beyond the box tick

thematic

TMT

11.05.22

Direct tech investors

thematic

TMT

21.04.22

Seven things every investor needs to know about SenSen

thematic

Consumer

24.03.22

Circular economy business models

thematic

TMT

29.09.21

Quantum dots – all the colours of the rainbow

thematic

TMT

09.09.21

Micro-LEDs – small is beautiful

thematic

TMT

14.07.21

Five things every investor needs to know about Mynaric

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Q425 reflections: Bullish on equities

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Audiovisual

Latest

Uncovering Trusts – JPMorgan European Discovery Trust (JEDT)

Xaar – executive interview

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About Edison

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TMT

SenSen Networks

6.67%

TMT Insights

Edison explains: AI’s bubble watch – central banks flag dot-com-level valuations

MediaWatch – A two-tier story

Edison explains: Small modular reactors – why governments and tech giants are embracing SMRs

Latest

Datatec — Logicalis acquires US cybersecurity specialist

PCI-PAL — Record H1 new business

discoverIE Group — Organic growth in Q3 orders and sales

Datatec — Westcon expansion to the Balkans

From drought to glut? – Where to position yourself in the chip value chain?

Seven things every investor needs to know about Checkit

Bitcoin’s investment thesis – Means of payment

Bitcoin’s investment thesis – Ease of storing and transferring coins

Bitcoin’s Investment thesis – Scarcity explained

Cryptocurrency Series

Equities

Northern Data Group (NB2)

EUR12.63

Northern Data Group — Rumble confirms offer for Northern Data

Northern Data Group — Sale of Peak Mining finalised

Northern Data Group — Q325 update and progress on strategic disposals

See morecontent on

Omantel (OTEL)

OMR1.09

Ovanti (OVT)

AUD0.00

PCI-PAL (PCIP)

GBP0.57

PCI-PAL — Record H1 new business

PCI-PAL — Targeting the US healthcare opportunity

PCI-PAL — Fleshing out the growth strategy

See morecontent on

Quadient (QDT)

EUR15.14

Quadient — Stable H125 profit despite Mail weakness

See morecontent on

Quartix Technologies (QTX)

GBP2.81

Reach (RCH)

GBP0.64

Reach — Clarifying the narrative

Reach — Reach for the stars

See morecontent on

S4 Capital (SFOR)

GBP0.25

S4 Capital — AI distractions and opportunities

See morecontent on

SenSen Networks (SNS)

AUD0.05

Alzinova — Innovative new approach to Alzheimer's

SenSen Networks — More focused, scalable and poised for growth

Safari Investments — Portfolio optimisation to enhance value

See morecontent on

Sirma (SGH)

EUR1.23

Softcat (SCT)

GBP11.67

Softcat — H125 results outperform again

Softcat — FY24 shows the strength of Softcat’s model

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