Episode Details

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In this investing masterclass, accomplished UK small/midcap fund managers Christopher and Nick Mills of Harwood Capital take me through their views of the markets and latest thoughts on 21 stock ideas, including:
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              00:00 Equity outlook & closing NAV discounts
05:45 Tribal
10:10 Pinewood Technologies
12:40 NCC
14:55 Spire Healthcare
18:00 EKF Diagnostics
20:40 ProService Building Services (formerly HSS)
26:05 NIOX
30:10 Optima Health
33:40 Pebble Group
38:35 Paypoint
41:45 Zigup
44:55 Avingtrans
47:50 Trifast
52:45 Use of EBITDA vs EBIT/PBT as a valuation metric
55:00 MJ Gleeson
57:35 River Global B shares (re 30% ownership of Parmenion)
60:45 Tate & Lyle
62:00 Centaur Media
63:20 Fevara
66:05 Big Technologies
68:05 Hargreaves Services
71:30 Animalcare
75:25 Favourite stock ideas for 2026. Trifast & Oryx International. 

#NAS #OIG #GLE #SPI #EKF #NIOX #PINE #TRB #BIG #PEBB #AVG #PAY #RVRB #NCC #TATE #HSP #ANCR #TRI #OPT #ZIG #CAU #PRO #FVA