Small-cap Investing with Paul Hill and Paul Scott
In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas.
00:00 What today’s UK inflation data means for bond yields and the stock market.
04:30 Will there be a peace deal between Russia & Ukraine?
05:30 Possible impact of autonomous driving on telematics software firms Microlise, Quartix & Seeing Machines
08:20 Aurrigo International
11:00 Inspiration Healthcare
15:30 Costain
18:15 IWG/Regus
24:20 Thoughts on recovery of office market
25:40 Applied Nutrition
28:10 Tribal Group
34:25 Manolete
37:40 Feedback from conversation with Pennant International CEO
44:20 TT Electronics
48:00 Morgan Advanced Materials
52:30 Anglo Eastern Plantations
55:10 Coats
57:05 Ashtead Technology
62:45 Pebble Beach Systems
66:35 Tekmar Group
68:20 Revolution Beauty & possible trading read across to Warpaint
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.
