2329: 2 P's on a Pod: How Should Investors Position for Geopolitical Uncertainty?
The Vox Markets Podcast · Vox Markets Podcast
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Show Notes
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In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas.
00:00 What the Middle East conflict means for investors
04:00 GB Group & Tribal – Purchases
10:50 Craneware
17:50 Senior
22:10 MTI Wireless
24:15 Gulf Marine Services
30:00 Vistry
33:45 Henry Boot
36:15 Surface Transforms
38:35 Power Probe
46:10 Hikma Pharmaceuticals
49:40 Synectics
54:45 Intercede
58:20 Wilmington
1:01:10 GlobalData
1:04:50 Winvia Entertainment
1:07:25 System1 & Brave Bison share swap deal
1:11:45 PCI-Pal
1:14:35 Autotrader
1:17:45 Capita
1:20:15 Galliford Try