UK Small/Mid Caps Podcast with Paul Scott

Just my personal opinions, never advice or recommendations. Please always do your own more thorough research. Hosted on Acast. See acast.com/privacy for more information.

Just my personal opinions, never advice or recommendations. Please always do your own more detailed research. Hosted on Acast. See acast.com/privacy for more information.

As always, just my personal opinions, never advice. You must do your own, more detailed research please. Hosted on Acast. See acast.com/privacy for more information.

Never advice, just my own personal opinions. Please always do your own research. Hosted on Acast. See acast.com/privacy for more information.

My content has now moved to: https://paulypilot.substack.com/ Please join me there (it's free for a week or two, but will then become subscription for premium and current comment, but with some free stuff too). A very reasonable £100/year, or £10/month, which given I create c.250 daily reports, and the same number of podcasts, plus access to all my other stuff, is deliberately set to be affordable and good value, I hope! It's a lot of quality content for not much money, but I know people prefer things to be free - bur independent commentary has to be paid for, and remember I don't take any money from companies, so my stuff is all brutally honest, not PR!Also see my new weekly roundup show with Paul Hill on Vox Markets, the first show is here: https://www.youtube.com/live/fx6puuq21SE?si=9uUM335OSY7up5l5 Hosted on Acast. See acast.com/privacy for more information.

Just personal opinions, never advice or recommendations. Please always DYOR. Hosted on Acast. See acast.com/privacy for more information.

See previous notes. Hosted on Acast. See acast.com/privacy for more information.

10 companies covered in my Substack.com/@Paulypilot Hosted on Acast. See acast.com/privacy for more information.

A short daily podcast on small/mid caps. Let me know if this is of interest!As always, just my opinions, never advice, and please always do your own research & take professional advice if necessary. Hosted on Acast. See acast.com/privacy for more information.

This week was totally dominated by the Budget, with this week's Small Cap Value Reports (on Stockopedia) giving extensive coverage & interesting reader comments debating the pros & cons. Overall, I think the removal of uncertainty in many areas now allows businesses and individuals to plan ahead again, and I'm positive on the potential for an autumn/winter recovery in small caps, which often starts around this time of year.As usual, nothing is advice, these are just my personal opinions, which are sometimes right, and sometimes wrong - because nobody can reliably predict the future! Hosted on Acast. See acast.com/privacy for more information.

Press reporting suggests a substantial hike in employers NICs could be announced on this coming Wed 30 Oct's budget. I crunch some numbers, which demonstrate that retail and especially hospitality could be facing significant falls in profit, hence maybe best avoided until the dust has settled?Expect carnage if they cut AIM's IHT exemption, or a big rebound if they don't! Place your bets ...Lots of companies reporting again, with 5 profit warnings, 8 GREENs (things we like the most), and 7 AMBER/GREENs (moderately positive).As always, please remember I'm only giving my personal, fallible opinions here. You must do your own more detailed research, and not rely on my views, as they will sometimes be right, but sometimes wrong, and nobody knows what the future holds. Hosted on Acast. See acast.com/privacy for more information.

Sorry this is a week late. I rattle through 51 companies reporting between 14-18 Oct 2024. As always we find some potentially interesting ideas (remember we're only doing quick reviews, you need to do your own much more detailed research, hence why nothing is recommendations, just quick opinions).We're all waiting for the Budget, in case investors get clobbered. If not as bad as feared, then hopefully we could see buyers snap up UK small cap bargains. Hosted on Acast. See acast.com/privacy for more information.

I have a good rant about "trading updates" that don't even state if the company is ahead/in line/below market expectations. We need clearer, more honest reporting, not increased PR obfuscation!As always, my work is independent (my opinions cannot be bought!), but also fallible, since we cover so much ground and might not necessarily spot all the detail. Hence it is essential that you must do your own more detailed research. Our opinions are just that, they are never advice, nor recommendations, and are subject to change when the facts change, as they frequently do. Hosted on Acast. See acast.com/privacy for more information.

Usual stuff! My personal opinions only, never advice. As we wait for the Budget on 30/10/2024 AIM seems wobbly. 7 profit warnings this week. Hosted on Acast. See acast.com/privacy for more information.

Sorry it's so long, but there was masses of stuff to cover!As usual these are just my personal, strictly independent opinions. I don't take any money from any listed companies, as my views are not for sale!Please always do your own more detailed research, because our views are certainly not infallible, and we only do quick reviews. Also we're not time travellers from the future, so we don't know what the future holds, it's just guesswork for everyone. Hosted on Acast. See acast.com/privacy for more information.

Lots of brief comments, due to the sheer volume of H1 results out this week. A few little gems buried in the mass of mostly "in line" performance.As always, just my personal opinions, never advice, as you must do your own more detailed research. Hosted on Acast. See acast.com/privacy for more information.

Another rapid summary of all the week's main small & mid caps news. Why I'm bullish on UK stocks. Please remember all my stuff is opinions only, not advice, and you must do your own research! Hosted on Acast. See acast.com/privacy for more information.

My usual weekly recap on the Small Cap Value Reports, written by me & Graham Neary, only on Stockopedia.As usual we never give advice, these are purely our personal opinions, which change as the facts change over time. Hosted on Acast. See acast.com/privacy for more information.

My usual weekly recap on small/mid cap results & trading updates. Remember these are only my personal opinions, never advice or recommendations. No rants this week, as nobody has pissed me off particularly! (that's a first!!) Hunting (HTG) is my favourite share of the week (I hold), looking a decent, quality growth company, on a modest valuation, and with a lovely balance sheet too. The mgt IMC webinar was an excellent briefing on what they do, worth watching the recording.I expect we're now coming to the end of the quiet summer period, so we're bracing for a deluge of updates in Sept.I also ponder if the widely anticipated attacks on savers & pensions from the Labour Govt (with it's incredibly poorly judged messaging of impending doom) might be harming markets by incentivising investors to cash out at a lower CGT rate? Hosted on Acast. See acast.com/privacy for more information.

My usual weekly roundup of our Stockopedia reports. Plus a few macro factors, which all look encouraging to me.And a rant about one of our (few) resident clowns who has resurfaced and irritated me in the comments section LOL!I continue to see a positive autumn outlook for UK small/mid caps, but as always, anything could happen.Just my views, never advice - so please always do your own research (DYOR). Hosted on Acast. See acast.com/privacy for more information.

As usual this summary of the week's Small Cap Value Reports from Stockopedia are just mine and Graham's personal opinions, which will sometimes be right, and sometimes wrong, as the facts change over time. Therefore please always do your own research. Hosted on Acast. See acast.com/privacy for more information.

My usual summary of the week's Small Cap Value Reports, written by Graham & I on Stockopedia.comMy take on the market volatility is that's it's provided me with some buying opps, let's hope I'm right. Hosted on Acast. See acast.com/privacy for more information.

As usual, just mine & Graham's personal opinions on lots of companies reporting trading updates & results.Please do your own more detailed research. Hosted on Acast. See acast.com/privacy for more information.

Roland and Graham did a lot of the work this week, as I took 2 days off for a funeral of a lovely old friend from my Southampton days, Andy Symonds - one of the kindest, most supportive, loyal, funny, and likeable people I've ever had the good fortune to be part of my life.Back to work now though. As usual we found some interesting share ideas to fling at you for further research.As always, we never recommend - we just come up with some ideas, for you to do proper, detailed research on. Hosted on Acast. See acast.com/privacy for more information.

Loads of interesting companies reporting this week. As always these are just my personal opinions, they're not recommendations, or infallible predictions of the future!More detail can be found on Stockopedia - if you're already a member, thank you. If not, why not try a 2-week free trial and join our knowledgeable and friendly community?! Hosted on Acast. See acast.com/privacy for more information.

Here's my latest weekly roundup of UK results/trading updates, covering 60 companies!As always please remember these are just my independent (we are not paid by any companies other than Stockopedia) opinions, based on quick reviews of lots of companies. We may miss things, so it's vital you do your own research. Hosted on Acast. See acast.com/privacy for more information.

Sorry I rambled on about politics too much! Plenty of shares to covered too. Hosted on Acast. See acast.com/privacy for more information.

I rattle through 40 small/mid cap companies this week, with the usual mix of dross, interspersed with some good ideas!As always, just my opinions after doing quick reviews, so these are never recommendations, you need to do your own much more detailed research. Hosted on Acast. See acast.com/privacy for more information.

Another busy week, with some decent companies unearthed!As always, these are mine/Graham's personal opinions, never advice or recommendations.You must do your own more detailed research, as we're only doing brief reviews. Hosted on Acast. See acast.com/privacy for more information.

A somewhat sorter podcast this week, as I'm away in Washington DC, meeting my American cousins (literally!) for the first time. What a gorgeous city too, I'll definitely be coming back, loads to see and do, and all so leafy & pleasant.Thanks to Graham for covering for me especially on Thu & Fri. Hosted on Acast. See acast.com/privacy for more information.

As always these are just my independent (nobody can buy our views!) opinions on many companies. You must do your own research, as we never give advice, just our view from a brief review of each share. Hosted on Acast. See acast.com/privacy for more information.

Lots of companies to cover again this week, as I summarise our opinions on many company trading updates & results.My macro view remains positive, as economic indicators improve, and I doubt the election is likely to have much effect either way.Plus a mystery share from Friday's report!Please remember we never give advice. These are just our honest, unbiased opinions, which are sometimes right, and sometimes wrong, as we cannot be expected to predict the future. So you must do your own research, and not rely on us, as we might miss something important, due to covering so many companies in a limited time available. Hosted on Acast. See acast.com/privacy for more information.

29 companies reviewed this week by Paul & Graham, in the UK's leading independent small caps commentary.Always just opinions, never recommendations. Remember nobody can buy our views, we do not take any money from companies. Hosted on Acast. See acast.com/privacy for more information.

Usual stuff - views, not recommendations or advice. As always, you must do your own research.The lovely bull market continues, about time too! I hope you're all making pots of money :-) Hosted on Acast. See acast.com/privacy for more information.

Continuing my summary of the week's SCVRs. Always just my fallible opinions, never advice. Hosted on Acast. See acast.com/privacy for more information.

Yes I'm back in Gozo, my favourite tiny island of them all. A few technical problems, and drinking Cisk in the sun, means things didn't go completely to plan. Also podcastle stopped me and demanded a 145 Euro fee to continue, which didn't amuse me. So I paid the ransom, against all my principles, and continue in part 2. Hosted on Acast. See acast.com/privacy for more information.

I've been bullish for small caps since autumn 2023, and it's looking increasingly that I was right. Takeover activity (esp from US private equity) is almost daily proof that UK mid caps especially are often too cheap. Graham & I have seen c.20% gains in our top ideas lists in just 4 months. This is an exciting time to be buying cheap, carefully selected UK stocks I think, ignore the doomsters, they're way behind the curve!As always, we fling lots of ideas at you to look at, essentially doing your own more detailed research from our quick reviews. We're never recommending, just providing some ideas for research. Hosted on Acast. See acast.com/privacy for more information.

My usual weekly roundup of many companies reporting. Plus a good rant about EBITDA! Hosted on Acast. See acast.com/privacy for more information.

My usual weekly round-up of the 47 companies we reviewed in this week's Small Cap Value Reports.As always, these are just mine (and Graham's) opinions, never recommendations or advice. You must do your own research, as we're only doing quick reviews, not in-depth research. Hosted on Acast. See acast.com/privacy for more information.

My usual weekly recap of the small/mid cap companies reporting. Also some overall market thoughts (I remain very positive on the outlook for cheap small/mid caps, selectively). 3 more takeover approaches confirms that the market is too cheap in places. Hosted on Acast. See acast.com/privacy for more information.

Paul's usual weekly roundup of small/mid caps results and trading updates.To emphasise - we're never recommending anything, just giving our personal opinions after a quick review. So it's vital to do your own more detailed research please. Hosted on Acast. See acast.com/privacy for more information.

As always, my weekly recaps on small/mid cap news & views are not advice or recommendations, just my personal views.As usual I quickly run through all the companies myself & Graham have written about in the Stockopedia Small Cap Value Reports. Hosted on Acast. See acast.com/privacy for more information.

My usual weekly summary of companies myself and Graham have written about in our small cap value reports on Stockopedia.comAs always, these are just my personal opinions, never advice. You must do your own research please, as we cover so many companies, we're only doing quick reviews, so might miss something important. Hosted on Acast. See acast.com/privacy for more information.

Paul Scott summarises this week's Small Cap Value Reports on Stockopedia. Covering >50 companies, branching out into mid caps as well as all the usual small cap stuff. Please remember this is just news/views, never advice or recommendations. Hosted on Acast. See acast.com/privacy for more information.

Coverage in the Small Cap Value Reports is extended now to plenty of mid caps, and big daily % movers, as well as the usual coverage of trading updates & results statements. Another very busy week. Hosted on Acast. See acast.com/privacy for more information.

Nightmare! I've had to re-record part 2, due to terrible sound quality of original, sorry! Hosted on Acast. See acast.com/privacy for more information.

After recovering from technical failure, Paul continues this week's roundup of many companies reporting updates, and price movers too - the theme this week is price spikes and subsequent fundraisings! Beware of that, there's a lot of it about. Hosted on Acast. See acast.com/privacy for more information.

My usual weekly roundup of UK small caps was interrupted when my laptop recorder crashed. So I'll publish this with an abrupt stop, then record part 2 & publish that shortly. Hosted on Acast. See acast.com/privacy for more information.

44 UK small & mid caps covered in this week's round up of the Small Cap Value Reports on Stockopedia. Hosted on Acast. See acast.com/privacy for more information.

I last interviewed Gordon McArthur, Beeks CEO/Founder in Oct 2022. So I asked him back to talk through the recent surge in share price, following contract wins and increased broker forecasts for FY 6/2024.Disclaimers - I do hold a small position (less than 1% of my portfolio) in Beeks shares. I did not charge a fee. This is not financial advice, it's just for general interest, and you must do your own more detailed research please. Hosted on Acast. See acast.com/privacy for more information.