2 P's on a Pod: Is UK Takeover Activity Just Getting Started?

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In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.

00:00 Advanced Medical Solutions Follow | AMS
04:00 Recent buys
07:25 Spire Healthcare Follow | SPI
12:45 Ramsdens Follow | RFX
19:15 Segro Follow | SGRO
23:50 Easyjet Follow | EZJ
28:10 Gamma Communications Follow | GAMA
31:30 IP Group Follow | IPO
33:40 ITV Follow | ITV
37:00 Avingtrans Follow | AVG
40:35 Distribution Finance Capital Holdings Follow | DFCH
44:35 Volex Follow | VLX
48:50 Telecom Plus Follow | TEP
51:25 Impact of change in tax treatment of cash held in ISAs
53:50 Moonpig Follow | MOON
57:55 Gear4Music Follow | G4M
60:25 McBride Follow | MCB
67:55 MHA
73:15 Low margin retailers eg AO World Follow | AO., Halfords Follow | HFD, etc
75:40 NIOX Follow | NIOX
78:15 BRCK / Brickability Follow | BRCK
80:05 Severfield Follow | SFR
83:05 Carclo Follow | CAR