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2021: The Exchange with Dr Paul Jourdan of Amati Global Investors
Episode 2021

2021: The Exchange with Dr Paul Jourdan of Amati Global Investors

The Vox Markets Podcast · Vox Markets Podcast

January 20, 20251h 6m

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Show Notes

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In this investing masterclass, accomplished UK fund manager Paul Jourdan of Amati Global Investors takes me through his view of the markets and latest thoughts on 19 stock ideas, including:

00:00 Outlook for 2025
08:00 Diaceutics
11:30 Creo Medical
16:30 IXICO
18:25 UK building products sector & Brickability Group
19:55 Tracsis
23:50 Cordel Group
25:55 essensys
29:20 Water Intelligence
30:50 Private medicine & Spire Healthcare Group plc
32:40 Windar Photonics A/S
34:50 Solid State
39:40 EnSilica
42:35 SRT Marine Systems plc
45:30 Ashtead Technology
48:35 Serica Energy plc
55:40 Greatland Gold
58:40 Hochschild Mining
1:01:45 STV Group plc
1:02:20 Two favourite stock ideas for 2025 – Feedback & Alpha Group International.

Lastly, if anyone or any company would like to sponsor the Show (re naming rights), then please feel free to contact me here or via my email address [email protected].