Episode 2097
2097: Small-cap Investing with Paul Hill and Paul Scott
The Vox Markets Podcast · Vox Markets Podcast
May 15, 20251h 20m
Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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
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