Alfa Financial Software Holdings Plc

BOKU

BRCK

Cerillion Plc

Fintel plc

Greatland Resources Limited

Mortgage Advice Bureau (Holdings) Plc

Netcall

Renew Holdings Plc

Restore Plc

Serica Energy Plc

Stelrad Group

Telecom Plus Plc

Tracsis Plc

Yu Group PLC

In this investing masterclass, accomplished UK fund manager Paul Jourdan of Amati Global takes me through his view of the markets and latest thoughts on 17 stock ideas.

The Exchange with Paul Jourdan of Amati Global

Ashtead Technology Holdings Plc

ASOS Plc

AURR

Craneware Plc

Fonix Plc

FRAS

Future Plc

Harworth Group Plc

JD Sports Fashion Plc

Kingfisher plc

Kooth

Luceco

MONY

Raspberry Pi Holdings Plc

Seeing Machines Ltd.

Warpaint London

XP Factory Plc Ord GBP 0.0125

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas.

2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott

AdvancedAdvT Limited

Bloomsbury Publishing

EnSilica Plc

Gear4music (Holdings)

Hvivo

JNEO

NIOX

PCI-PAL PLC

Smith & Nephew Plc

SysGroup Plc

Trainline Plc

In this week’s live Exchange, accomplished UK fund manager Dominic Weller of Octopus Investments takes me through his latest thoughts on the following 18 stocks

The Exchange with Dominic Weller of Octopus Investments

VRCI

Albeit still a relatively small business (£5.1m mrkcap), Verici Dx certainly punches above it weight. Today announcing that in Q4'26, it plans to launch a new "1st-in-class" genetic RNA blood test TranscripTx.

Verici Dx to Launch TranscripTx™ Transplant Genetic Test in Q4 2026

MPAC

Despite today’s geopolitical angst, US tariffs and ongoing wars, factory automation remains one of the world’s most powerful growth drivers. Manufacturers desperately need to lift productivity, improve reliability/quality and reduce cost. All secular trends for Mpac Group, a specialist provider of high-speed packaging and factory automation serving the Food & Beverage and Healthcare sectors. 

Mpac Group: Stabilised order book and stronger balance sheet following sale of Lambert business

In this upbeat interview, CEO Adam Holland & CFO Duncan Tyler of Mpac take me through today’s resilient H1’26 results and in line guidance, despite the challenging macro backdrop.

Q&A with Mpac Group CEO Adam Holland & CFO Duncan Tyler

Alumasc Group Plc

Audioboom Group Plc

Light Science Technologies Holdings Plc

Likewise Group Plc

Mincon Group

Pebble Beach Systems Group

Portmeirion Group

RentGuarantor Holdings Plc

Transense Technologies Plc

In this fascinating interview, I was delighted again to speak to accomplished fund manager Laurence Hulse of Onward Opportunities, and hearing his views on the below 12 stock ideas.

The Exchange with Laurence Hulse of Onward Opportunities

Focusrite Plc

GB Group Plc

Goodwin Plc

Halfords Group Plc

Marshalls Plc

SFOR

Solid State

Thruvision Group

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & Paul Hill discussed their latest thoughts on 21 stock ideas.

AB Dynamics Plc

Anglo-Eastern Plantations

Avingtrans

Cohort Plc

Eagle Eye Solutions Group Plc

James Latham Plc

SRT Marine Systems

YouGov

In this investing masterclass, accomplished UK fund manager Nick Hawthorn of Downing takes me through his view of the markets and latest thoughts on 15 stocks

The Exchange with Nick Hawthorn of Downing

Precision medicine is steadily replacing healthcare’s old 'one-size-fits-all' playbook. Indeed by using genomic sequencing and protein biomarkers to understand a patient's specific condition, doctors can choose personalised therapies that improve efficacy and outcomes, while equally avoiding unnecessary treatment, toxicity and side effects.

Verici Dx Achieves Olink Certified Service Provider Status

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.

2 P's on a Pod: Small Cap Investing with Paul Hill & Paul

From AI-assisted project scheduling and carbon estimating to proactive asset maintenance and buildings, digitisation has become mission-critical.

ELCO – Fastest top line LFL growth in the 11 years I’ve owned the stock

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 25 stock ideas.


2 P’s on a Pod: Small Cap Investing with Paul Hill & Paul Scott

In this investing masterclass, accomplished UK fund manager Abby Glennie of Aberdeen Investments walks me through her view of the markets and latest thoughts on 14 stocks (see below).

The Exchange with Abby Glennie of Aberdeen

Following today’s strong and ‘in line’ H1’26 trading udpdate, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco – a specialist Buildtech software developer - kindly take me through the:
00:00 Current demand picture and business’ growth drivers.
04:35 Financial highlights
07:30 Agentic AI, new product development and cyber security
14:30 Outlook for 2026 & closing remarks

Eleco Interview with CEO, Jonathan Hunter and CFO, Neil Pritchard

In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) takes me through his view of the markets and latest thoughts on 25 stock ideas

The Exchange with Richard Crow

The nuclear renaissance is no longer simply about decarbonisation and base load capacity. AI and hyperscale data centres require vast quantities of reliable, round-the-clock power - while the Iran conflict and renewed energy instability has pushed domestic electricity generation back up government agendas. Indeed the International Atomic Energy Agency expects worldwide nuclear production to climb from 377GW to between 561GW-992GW by 2050.

Avingtrans Raises Capital for US Nuclear Expansion

2 P's on a Pod: What Happens Next for UK Small Caps?

In this upbeat interview, CEO Sara Barrington of Verici DX – a next generation medical diagnostics firm focusing on the global kidney transplant market - takes me through last week’s ‘in line’ FY’25 results and positive outlook.

Q&A with Verici DX CEO Sara Barrington

One of the attractions of the FMCG industry is its predictability. Indeed even during the toughest of times, hard up consumers still buy affordable cleaning sprays, protein shakes, tea, soft drinks and reusable vapes. That consistent, non-perishable, value-led demand is exactly where Supreme PLC resides – and was on display again in today’s positive March FY26 results and in line outlook.

Supreme FY26 Results: Growth, Margins and Outlook

In this upbeat interview, CEO Sandy Chadha and CFO Suzanne Smith of Supreme – a leading FMCG products business – take me through today’s positive FY’26 results and in line FY'27 outlook.

Q&A with Supreme CEO Sandy Chadha & CFO Suzanne Smith

Consumer healthcare sits right in the sweet spot of several powerful secular trends: ageing populations, stretched public health budgets and consumers increasingly wanting to treat everyday conditions quickly, discreetly and affordably themselves. From menopause and intimate health to ear care, glucose management and wound treatment, self-care is becoming main stream - helped by better products, stronger brands, e-commerce and a desire for improved quality of life.

Venture Life Highlights Growth Across Its Core Brands

2 P's on a Pod: Is UK Takeover Activity Just Getting Started?

For investors wishing to benefit from the boom in AI power demand, data centres, nuclear security, defence, energy independence and critical infrastructure, then look no further than Avingtrans (Mrkcap £203m).

Avingtrans Reports FY26 Profit In Line with Expectations

One of the toughest challenges remaining in US healthcare is to improve the success rates of kidney transplants. Not only reducing the number of acute organ rejections (10% in year 1) and enhancing patient care, but also cutting hospital costs and eliminating expensive dialysis (Est $100k pa) and poorly targeted immunosuppression.

Verici Dx Secures New York State Clinical Lab Certification

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas.

Water is fast becoming one of the world’s most valuable resources – and not just because of droughts, climate change and rising utility bills. Ageing pipes, poor infrastructure, more frequent floods and spiralling insurance claims mean that homeowners, landlords, insurers and municipalities are increasingly looking to prevent leaks before they turn into costly disasters. 

Water Intelligence - Water is fast becoming one of the world’s most valuable resources

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

Exchange show with Christopher and Nick Mills of Harwood Capital

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas.

In this upbeat interview, CEO James Hickman and CFO Andrew Richards of Finseta – a specialist B2B payments and foreign exchange platform - take me through last week’s positive FY’25 results and ‘in line’ outlook.
00:00 Business growth drivers and Finseta’s key USPs
05:00 Financial highlights & 54% expansion in corporate sales to £7.1m (57% of group)
08:40 Commercialisation and new product strategies
13:30 FY’26 outlook, valuation & closing remarks

Finseta Interview - Last week’s positive FY’25 results and ‘in line’ outlook

In a short and sweet AGM trading update this morning - specialist BuildTech software developer Eleco said that "Apr'26 YTD trading has been positive, and in line with FY'26 market expectations". 

Eleco Maintains FY26 Expectations in AGM Trading Update

The world is getting older, wealthier and more health conscious. From menopause and diabetes to intimate health and everyday wound care, consumers are increasingly taking charge of their own wellbeing – helped by better science, improved distribution and a desire to treat common conditions earlier, faster and more conveniently.

Venture Life Expands US Presence

One of the best untapped opportunities in US healthcare is to improve outcomes for kidney transplant patients, whilst simultaneously reducing the enormous cost burden of organ rejection, repeat hospitalisations, dialysis and over/under immunosuppression.

Verici Dx Reports Progress Across Kidney Transplant Diagnostics Portfolio

2 P's on a Pod: What’s Next in UK M&A?

Rockwood Strategic

In this investing masterclass, accomplished UK fund manager Richard Staveley of Rockwood Strategic and Harwood Capital, takes me through his latest thoughts on 13 stocks

The Exchange with Richard Staveley of Rockwood Strategic

Kidney transplants are one of medicine’s great success stories, but they still come with a frustratingly blunt follow-up toolkit. Too little immunosuppressant and the new kidney can be rejected. Too much and the patient faces higher risks of toxicity, infection and even malignancy.

Verici Dx Announces Publication of PTRA Clinical Validation Study

UK small/midcap investors like myself are loving today’s speculative bubble in AI, Space & semiconductor stocks. Since it has artificially pushed down the prices of many other quality GARP shares such as Water Intelligence. A ‘one stop shop’ for leak detection, repair and preventative maintenance solutions, operating across the US (American Leak Detection, ALD), UK, Ireland, Canada & Australia.

Water Intelligence Highlights Q1 Growth Momentum and Strategy Execution

In this upbeat interview, Exec Chairman Patrick Desouza and new CFO Michael Moulton of Water Intelligence, alongside CEO Will Knell of American Leak Detection - take me through today’s positive and in line Q1’26 trading update and expectations for FY’26.

Q&A with Water Intelligence

Small, clever and close to the patient. That’s the future of medical imaging. Instead of sending people to large hospitals, next generation compact 3D X-ray machines can bring lower-dose, lower-cost, high-quality imaging directly into clinics, community care, urgent care centres and orthopaedic practices. 

Avingtrans’ Adaptix Receives CE Certification for 3D Imaging Technology

In this investing masterclass, accomplished UK fund manager Gervais Williams of Premier Miton takes me through his view of the markets and latest thoughts on 23 stock ideas.

The Exchange with Gervais Williams of Premier Miton

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas. 

2 P’s on a Pod: M&A, Momentum Stocks & Market Movers

Competition across consumer markets is ferocious. Here the winners are those firms that can continually reinvent themselves through product innovation, in-licensing & brand diversification. 

Supreme & Tonino Lamborghini Partner on Global Premium Energy Drinks Launch

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas.

2 P's on a Pod: M&A Themes, Software Winners & Retail Reality

Following today’s strong and better than expected FY’25 results, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco – a specialist Buildtech software developer - kindly take me through the current demand picture and growth drivers & Financial highlights

Q&A with Eleco CEO Jonathan Hunter and CFO Neil Pritchard

On today’s live Vox Markets smallcap show, I discussed my latest thoughts on 20 stock ideas. Unfortunately though UK equity analyst & markets commentator Paul Scott (who apologises profusely) was feeling ill so couldn’t join this week. Everything though should back to normal service next Thursday 30th April at 2pm.

In this positive interview, CEO Adam Holland & CFO Will Wilkins of Mpac take me through today’s resilient 2025 results and in line guidance, despite the challenging macro backdrop.


Interview, CEO Adam Holland & CFO Will Wilkins of Mpac

In a crisis riddled world marked by wars from Ukraine to the Middle East – one would expect consumer demand to wobble. Yet across the UK’s FMCG, drinks, wellness and vaping markets, consumption remains remarkably resilient. Why? Because these are everyday, affordable products -small-ticket essentials and “feel-good” purchases that people continue to enjoy.

Supreme: FY26 revenue and adjusted EBITDA expected to be significantly ahead of expectations

After >5 years of hard graft and substantial progress since its Dec’20 IPO, the stars are aligning for AI-powered kidney transplant diagnostics firm Verici Dx.

Verici Dx Reports Positive Q1 Trading Update

The world has entered a new super-cycle: nuclear power. Surging AI adoption, electricity hungry data centres, geopolitical instability (Ukraine/Iran wars), energy security and the global push for decarbonisation are all converging to create a structural step-change in demand.