Exchange show with Christopher and Nick Mills of Harwood Capital

In this investing masterclass, accomplished UK small/midcap fund managers Christopher and Nick Mills of Harwood Capital take me through their views of the markets and latest thoughts on 23 stock ideas, including: 

00:00 Smallcap/equity outlook. 

02:25 Closing discounts to NAV for Oryx and North Atlantic 

06:00 Tate & Lyle 

08:00 Spire healthcare 

08:55 Pinewood Tech 

13:05 Tribal Group 

17:05 Big Technologies 

19:40 NIOX 

26:30 EKF Diagnostics 

29:35 Optima Health 

34:35 Restore 

38:15 Pebble Group 

42:25 Trifast 

47:50 Paypoint 

51:00 CVS Group 

55:05 Venture Life 

58:30 Hargreaves Services 

62:00 MJ Gleeson and UK housing market 

72:25 Redcentric 

73:25 Polar Capital 

75:25 TP ICAP 

78:20 Conduit Re 

83:30 Fevara (formerly Carr’s) 

87:30 River Global B shares 

92:50 NCC 

94:05 MycelX Tech 

95:00 Favourite stock ideas for next 12 months. Pebble Group and Optima Health