<< Back to In the Company of Mavericks

April 1, 2022

Nadeem Raza of Microlise

Brendan D'Souza of Dowgate Capital joins me to talk to Nadeem Raza, CEO of Microlise. Microlise is a dominant software supplier to the UK logistics and road haulage industry. Nadeem has worked his way up from being a software engineer in the late 1980s and gives us a masterclass in how focusing on solving customer problems and taking a long term view of the business opportunity can drive value creation. Nadeem discusses the impact of changing technology and events such as the financial crisis and the 2008 MBO focused attention on developing the SaaS revenue model. As he says, what doesn't kill you makes you stronger. On IPO in 2021 Nadeem chose not to sell any shares and has subsequently bought more, marking him out from the norm. His long term vote of confidence in the international growth potential that Microlise offers is notable. Nadeem also describes how interconnected we are as an economy and the role that transport and logistics play vital roles in keeping us in the manner to which we have become accustomed.  

NB Prices are as at the previous day’s close.

This communication is provided for information purposes only, and is not a solicitation or inducement to buy, sell, subscribe, or underwrite securities or units. Investors should seek advice from an Independent Financial Adviser or regulated stockbroker before making any investment decisions. Progressive Equity Research Ltd (“PERL”) does not make investment recommendations. Opinions contained in this communication represent those of the research department of PERL at the time of publication. PERL does not undertake to provide updates to any opinions or views expressed in this document. PERL does not hold any positions in the securities mentioned in this email. However, PERL’s directors, officers, employees and contractors may have a position in, and PERL or its affiliates may perform services or solicit business from, any of the companies or related securities mentioned in this document.