It’s a heady mix. Lockdown the country, pump £100bns into the economy, displace millions of workers, don’t allow them to spend for 12 months, and then push the release button. Hey presto, you end up with a ‘V-shaped’ recovery, together with a shortage of qualified staff. Particularly anything related to technology, green power & engineering, as corporates accelerate their digitisation plans, alongside the secular expansion of renewables, electrification, defence (cyber & marine) and infrastructure (eg HS2, fibre-to-the-home, Lower Thames Crossing, etc).
21 May 2021
Upgrading FY21 forecasts & valuation to 280p/share
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Upgrading FY21 forecasts & valuation to 280p/share
Gattaca plc (GATC:LON) | 99.5 0 0.0% | Mkt Cap: 31.4m
- Published:
21 May 2021 -
Author:
Paul Hill -
Pages:
9
It’s a heady mix. Lockdown the country, pump £100bns into the economy, displace millions of workers, don’t allow them to spend for 12 months, and then push the release button. Hey presto, you end up with a ‘V-shaped’ recovery, together with a shortage of qualified staff. Particularly anything related to technology, green power & engineering, as corporates accelerate their digitisation plans, alongside the secular expansion of renewables, electrification, defence (cyber & marine) and infrastructure (eg HS2, fibre-to-the-home, Lower Thames Crossing, etc).