Episode 2283
2283: 2 P's on a Pod: Defence Stocks Peak, Recruiters Crash & Hidden Gems
The Vox Markets Podcast · Vox Markets Podcast
January 15, 20261h 32m
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Show Notes
In this week’s upbeat smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas:
00:00 Oxford Biomedica
03:50 IQE
08:05 Robert Walters
13:55 MS International, Cohort & defence sector
19:35 Dunelm
21:40 Shoe Zone
25:45 Which retailers to look at
27:20 Fevertree
30:40 Premier Miton & fund manager headwinds
38:40 Ashmore Group
42:00 ME Group
46:15 Eagle Eye
52:35 Quartix Technologies
57:50 Mpac Group
64:05 Avacta
70:05 Gamma Communications
72:45 Xaar
77:55 Iofina
82:35 The Mission Group
68:45 Interesting stock ideas from yesterday's Harwood Capital fund manager interview
00:00 Oxford Biomedica
03:50 IQE
08:05 Robert Walters
13:55 MS International, Cohort & defence sector
19:35 Dunelm
21:40 Shoe Zone
25:45 Which retailers to look at
27:20 Fevertree
30:40 Premier Miton & fund manager headwinds
38:40 Ashmore Group
42:00 ME Group
46:15 Eagle Eye
52:35 Quartix Technologies
57:50 Mpac Group
64:05 Avacta
70:05 Gamma Communications
72:45 Xaar
77:55 Iofina
82:35 The Mission Group
68:45 Interesting stock ideas from yesterday's Harwood Capital fund manager interview