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2 P's on a Pod: Profit Warnings, Geopolitics & the Hunt for Value

By Paul Hill25 Mar 2026

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas.

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In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas.

Apologies for the quality of my video today (tech issue), albeit the sound fine.

00:00 How to deal with the current extreme market volatility and pain
03:30 Goodwin Follow | GDWN
09:20 Spire Healthcare Follow | SPI
13:10 Pinewood AI Tech Follow | PINE
16:25 Volex Follow | VLX
19:30 Luceco Follow | LUCE
22:25 Gamma Communications Follow | GAMA
26:00 Crest Nicholson Follow | CRST & housebuilders
30:30 Grainger Follow | GRI
32:10 NIOX Follow | NIOX
35:05 PZ Cussons Follow | PZC
37:05 S4 Capital Follow | SFOR
39:40 The Mission Group Follow | TMG
43:10 Yougov Follow | YOU
48:45 Personal Group Follow | PGH
51:05 Mortgage Advice Bureau Follow | MAB1
53:30 AOTI Follow | AOTI
56:30 Bloomsbury Publishing  Follow | BMY

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