the call: Thursday 8 October | head to head

Both guests see Firmness's IPO turmoil as a buying opportunity in Mass Group, not the float itself.

• Firmness IPO wobbles: Bankers (JPMorgan, BofA, Morgan Stanley, Morgans) cut the offer price to $8.25 from $11 on a $5.5bn book after lobbying Nvidia for support; implied value fell toward $30bn from $43bn, and Firmness scrapped a parliamentary AI committee appearance.
• Mass Group sold off on contagion: Shares fell ~25% despite holding a stake tied to Firmness's electricity contracts; both guests called the drop a buying opportunity, preferring Mass Group to the Firmness float itself.

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