2Ps on a Pod — Is M&A Activity in UK Small Caps Telling Us Something the Market Isn't?

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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 Sectors potentially benefiting from the war in Iran
02:45 Eleco Follow | ELCO
06:55 CAB Payments Follow | CABP
10:45 System1 Follow | SYS1
13:50 M&C Saatchi Follow | SAA
17:10 Trustpilot Follow | TRST
20:20 Close Brothers Follow | CBG
23:45 TP ICAP Follow | TCAP
26:40 Funding Circle Follow | FCH
33:45 Vistry Follow | VTY
37:45 Victrex Follow | VCT
43:30 Intercede Follow | IGP
49:25 Beeks Financial Follow | BKS
53:25 Fonix Follow | FNX
57:20 Tribal Follow | TRB
60:45 Spire Healthcare Follow | SPI and UK M&A activity
66:45 ITV Follow | ITV
70:45 JD Sports Follow | JD.
75:25 Intuitive Investments Follow | IIG
82:00 Zotefoams Follow | ZTF
84:50 Somero Enterprises Follow | SOM
86:50 Eagle Eye Follow | EYE