Episodes

  • 2097: Small-cap Investing with Paul Hill and Paul Scott

    2097: Small-cap Investing with Paul Hill and Paul Scott
    May 15 2025
    Watch on YouTube

    In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.

    00:00 Is the recent ‘tariff induced’ rally sustainable or a ‘dead cat bounce’
    04:00 HAT and M&A activity
    06:10 Potential other M&A targets eg Inspiration Healthcare
    11:40 Eurocell
    15:55 Wickes
    18:50 Brickability & Michelmersh
    21:35 Marks & Spencer
    25:00 Cranswick
    27:10 Diaceutics
    30:25 Tristel
    33:30 RNK
    37:05 Venture Life
    41:15 MacFarlane
    44:20 Foresight Group
    48:20 ITM Power
    52:55 Watches of Switzerland
    57:00 Victorian Plumbing
    61:45 What is a ‘coffee can’ stock?
    62:30 Ultimate Products
    66:00 Gooch & Housego
    68:35 Mobico
    71:55 Big Technologies
    74:40 Argentex

    #HAT #IHC #ECEL #WIX #BRCK #MBH #MKS #CWK #DXRX #TSTL #RNK #VLG #MACF #FSG #ITM #WOSG #VIC #ULTP #GHH #MCG #BIG #AGFX
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    1 hr and 21 mins
  • 2096: Interview with John Wood, CEO of Gelion

    2096: Interview with John Wood, CEO of Gelion
    May 14 2025
    What are batteries, how do they work, what are cycles, cycle-lives, and what are the different types of battery? What are the opportunities for investors interested in the battery space, and what will advances in these technologies mean for the future? John Wood is chief executive of Gelion, a company developing sulfur-based battery technologies. He joins us with the answers
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    59 mins
  • 2096: Interview with the Nick Lee of Riverfort Global and Scott Livingstone of S-Ventures PLC

    2096: Interview with the Nick Lee of Riverfort Global and Scott Livingstone of S-Ventures PLC
    May 13 2025
    Riverfort Global has announced a reverse takeover of S-Ventures, a wellness and healthfood company. Here to tell us all the details, Nick Lee of Riverfort and Scott Livingstone of S-Ventures
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    5 mins
  • 2095: The Exchange with James Taylor of M&G

    2095: The Exchange with James Taylor of M&G
    May 12 2025
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    In this fascinating interview, accomplished UK small/midcap fund manager James Taylor of M&G takes me through the below 17 stock ideas.

    00:00 Outlook for UK small/midcaps and M&A activity
    03:45 Avon Protection
    06:35 Senior
    10:20 Victrex
    14:30 Premier Foods
    18:40 Currys
    22:00 Dominos Pizza
    25:30 Watches of Switzerland
    31:20 Keller
    34:15 Marshalls
    38:15 Serica Energy
    43:50 Hunting
    47:45 M&C Saatchi
    52:10 Savills
    55:00 Everplay
    58:50 Oxford Nanopore Technologies
    1:03:35 Wilmington
    1:06:25 Favourite stock idea - DFS Furniture
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    1 hr and 10 mins
  • 2094: Klaus Eckhof, chairman of Rome Resources

    2094: Klaus Eckhof, chairman of Rome Resources
    May 9 2025
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    Klaus Eckhof gives us the latest Rome Resources #RMR, following the resumption of the company's activities on the ground in the DRC. Drilling is ongoing, assays are expected, and a resource update is due within a number of weeks. Will the project be economic? - well, the grades are good, they improve at depth, and major tin producer Alphamin is close by.
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    8 mins
  • 2093: Small-cap Investing with Paul Hill and Paul Scott

    2093: Small-cap Investing with Paul Hill and Paul Scott
    May 8 2025
    Watch on YouTube

    In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas.

    00:00 Implications of US and UK interest rates decisions
    04:45 Big Technologies
    09:15 Renishaw
    13:55 Filtronic
    16:35 XP Factory
    20:25 Victrex
    22:20 1Spatial
    26:35 Anpario
    27:40 Windar Photonics
    30:45 Facilities of ADF
    36:20 Card Factory
    38:15 Trainline
    42:40 Gulf Marine Services
    46:05 James Cropper
    49:15 CT Automotive
    53:20 Polarean Imaging
    55:30 Pulsar Group
    59:35 Skillcast
    1:01:30 Redcentric
    1:05:55 Franchise Brands
    1:08:35 Character Group

    #BIG #FTC #RCN #RSW #VCT #XPF #POLX #ANP #WPHO #GMS #CARD #TRN #SPA #PULS #SKL #CRPR #FRAN #CTA #ADF #CHAR
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    1 hr and 12 mins
  • 2092: Copper, with former mining analyst of the year Sam Spring

    2092: Copper, with former mining analyst of the year Sam Spring
    May 7 2025
    Sam Spring spent many years as a mining analyst in London before moving to Australia to run Kincora Copper, a copper explorer and project generator. In this in-depth conversation, Sam talks about the supply-demand dynamics in the copper industry, what makes a good copper project, and how investors can get a handle on companies that might, or might not, succeed.
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    1 hr and 4 mins
  • 2092: The Exchange with William Tamworth of Artemis

    2092: The Exchange with William Tamworth of Artemis
    May 6 2025
    In this fascinating interview, accomplished UK small/midcap fund manager William Tamworth of Artemis takes me through the below 17 stock ideas:
    00:00 Outlook for UK smallcaps
    05:15 M&A activity and Corpay’s approach for Alpha International
    08:55 Babcock International
    11:45 Qinetiq
    15:20 Moneysupermarket or MONY
    18:30 Telecom Plus
    22:15 Moonpig
    25:30 Onthebeach
    27:25 How important is cashflow yield as a stock picking metric?
    28:55 Warpaint
    31:10 Mears
    34:45 MJ Gleeson & potential Building Safety Levy
    38:45 Henry Boot
    41:30 GB Group
    45:40 Yougov
    48:35 NCC
    51:50 AOTI Inc
    55:40 RWS Holdings
    58:25 Beeks Financial Cloud
    60:05 Favourite stock idea - Alpha International

    #ALPH #BAB
    #QQ. #MONY #TEP #MOON #OTB #W7L #MER #GLE #BOOT #GBG #YOU #NCC #AOTI #RWS #BKS
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    1 hr and 3 mins