The Exchange with Christopher & 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 21 stock ideas, including:

(Nb. Apologies, the intro video didn’t work this morning wrt the 1st 10 seconds of the interview)

00:00 Equity outlook & closing NAV discounts
05:45 Tribal Follow | TRB
10:10 Pinewood Technologies Follow | PINE
12:40 NCC Follow | NCC
14:55 Spire Healthcare Follow | SPI
18:00 EKF Diagnostics Follow | EKF
20:40 ProService Building Services Follow | PRO (formerly HSS)
26:05 NIOX Follow | NIOX
30:10 Optima Health
33:40 Pebble Group Follow | PEBB
38:35 Paypoint Follow | PAY
41:45 Zigup Follow | ZIG
44:55 Avingtrans Follow | AVG
47:50 Trifast Follow | TRI
52:45 Use of EBITDA vs EBIT/PBT as a valuation metric
55:00 MJ Gleeson Follow | GLE
57:35 River Global B shares (re 30% ownership of Parmenion)
1:00:45 Tate & Lyle Follow | TATE
1:02:00 Centaur Media Follow | CAU
1:03:20 Fevara Follow | CARR
1:06:05 Big Technologies Follow | BIG
1:08:05 Hargreaves Services Follow | HSP
1:11:30 Animalcare Follow | ANCR
1:15:25 Favourite stock ideas for 2026. Trifast Follow | TRI & Oryx International.