Small-cap Investing with Paul Hill and Paul Scott

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 Drax
43:00 Eleco
47:50 Tracsis
49:35 Corero Network Security
52:20 Focusrite
56:00 Restore
58:55 Cambridge Cognition
1:01:30 UK house builders - Taylor Wimpey & Persimmon
1:03:00 Aberdeen & Jupiter
1:05:30 Whitbread
1:08:45 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 [email protected] .
Published by Vox Markets

#CVSG #PETS #GEM #GRG #GNS #CKN #VCT #LBG #MPAC #TRI #KETL #DRX #ELCO #TRCS #CNS #TUNE #RST #COG #TW. #PSN #ABDN #JUP #WTB #CAR