2 P’s on a Pod: Small Cap Chaos! M&A Drama, Profit Shocks & 2026 Hot Takes

Dec 17, 2025

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In this week’s jam-packed Xmas Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 smallcap stock ideas.

00:00 YTD’25 portfolio returns and 2026 outlook
06:50 1Spatial
09:50 TT Electronics
14:10 Hollywood Bowl
17:40 Card Factory (& 60:00)
21:15 Moonpig
25:45 Watkin Jones Group
31:05 Synectics
37:10 Tribal Group
43:10 Essentra
45:40 Frontier Developments
51:00 Beeks Financial (& 76:45)
57:50 SDI Group
1:00:20 Van Elle
1:04:15 Character Group
1:08:40 Tristel
1:73:35 Springfield Properties
1:18:00 Victoria
1:22:20 Nichols
1:24:50 Sthree
1:28:10 Premier Miton
1:31:00 EKF Diagnostics

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.