2 P's on a Pod: Profit Warnings, Takeovers & UK Small Caps

Jul 3, 2026

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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.

00:00 Portfolio performance in H1’26
02:45 Craneware Follow | CRW
17:25 CMC Markets Follow | CMCX
21:45 Topps Tiles Follow | TPT
25:45 James Latham Follow | LTHM
30:05 Activeops Follow | AOM
41:20 Focusrite Follow | TUNE
45:15 Cake Box Follow | CBOX
49:05 Proservice Building Services Follow | PRO
53:30 Seeing Machines Follow | SEE
58:50 Invinity Energy Systems Follow | IES
61:50 JD Sports Follow | JD.
63:45 AdvancedADVT Follow | ADVT
66:30 Filtronic Follow | FTC
69:40 Kooth Follow | KOO
73:05 Trifast Follow | TRI
76:40 Cerillion Follow | CER
78:40 James Halstead Follow | JHD
80:20 Outlook for H2’26

Disclaimer & Declaration of Interest

The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.