Podcast Episode Details

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In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 24 stock ideas.

00:00 CMA’s findings wrt UK drug pricing for pets CVS Group & Pets at Home
07:10 This week’ sells (Gemfields) and buys (08:35 Greggs & UK long bonds)
13:35 Genus
18:40 Clarkson & impact of Trump’s tariffs
24:05 Victrex
27:00 LBG Media
29:35 MPAC
33:15 Trifast
36:55 Strix
39:00 DRX
43:00 Eleco
47:50 Tracsis
49:35 Corero Network Security
52:20 Focusrite
56:00 Restore
58:55 Cambridge Cognition
61:30 UK house builders - Taylor Wimpey & Persimmon63:00 Aberdeen & Jupiter
65:30 Whitbread
68:45 Carclo

Finally, if anyone or any company would like to sponsor this Smallcap Investing series (re naming rights), then please feel free to contact me here or via my email paulhill@pmhcapital.com .

Published by Vox Markets