The SharePickers Podcast with Justin Waite

A Company that's Grown its Pre-Tax Profits by Nearly Sixfold In this episode, we run the rule over Funding Circle (LON:FCH). We break down the operational mechanics of their core Term Loans, explain how their transition to a capital-light model has helped grow pre-tax profits nearly sixfold, and analyze the incredible transaction velocity behind their fast-growing FlexiPay engine to see if it scor...

In this episode, we dive deep into the latest Microcap market movements to see which companies earn their spot in the MicroCap League —the UK's premier index analyzing hundreds of small businesses across growth, value, health, efficiency, momentum, and potential. 🚀 Today’s Core Focus: 4 Big Investment Ideas We highlight four distinct investment setups, featuring three soft commodity ETCs and one...

El Nino is here, if a Super El Nino happens, watch these Funds (plus a 40% off summer code: POD40) Co’s Mentioned Today: Ramsdens #RFX Procook #PROC Halford #HFD Funds Mentioned: WisdomTree Cocoa #COCO WisdomTree Agriculture #AGAP WisdomTree Sugar #SUGA ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitab...

Company’s Mentioned Today: TinyBuild #TBLD Brave Bison #BBSN LBG Media #LBG ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.  Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics.  This fact-based, qu...

SpaceX - 5 Ways it will Impact the Market Negatively ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.  Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics.  This fact-based, quantitative approach all...

When is a Market Sell Off Likely to Happen? When Most Least Expect It The US markets at an all time high. This is not a bearish indicator in itself, quite the opposite but there are 5 red flags worth paying to. I am covering these on my weekly webinar for my investment club. I have covered 3 of the 5 so far and here they are… Co’s Mentioned Today: Iofina #IOF Ramsdens #RFX S4 Capital #SFOR Venture...

Is a Financial Crisis the Only Event That’ll Stop Labour Spending? Greggs #GRG  On The Beach #OTB  Seeing Machines #SEE  ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.  Each potential investment undergoes comprehensive analysis and is evaluated against 15 cr...

Don't Let the Markets Convince You We Are Not in a Precarious Situation Co’s Mentioned Today: Iofina #IOF Ensilica #ENSI Xeros Technologies #XSG  ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.  Each potential investment undergoes comprehensive analysis and i...

Paula Constant “2030 Target: £100m revenue, £30m EBITDA and £20m SaaS ARR” Paula Constant joined Personal Group as CEO in July 2023. It took just six months to stop the share price continuing its 5 year downtrend and achieve a 167% rally in less than 3 years. This was done by achieving double digit growth whilst still being on a reasonable valuation, building a rock solid balance sheet and paying...

***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.  Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics.  This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses a...

S4 Capital #SFOR  ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.  Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics.  This fact-based, quantitative approach allows us to pinpoint high-potential g...

The Market Can Climb 1 Big Worry But Probably Not 2 ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.  Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics.  This fact-based, quantitative approach allo...

Trump Can't Handle the Pain Trade ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.  Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics.  This fact-based, quantitative approach allows us to pinpoint...

***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.  Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics.  This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses a...

There's a Lot to Complain about but I think we need to be more Positive Co’s Mentioned Today: CAB PAYMENTS #CABP FUNDING CIRCLE #FCH IG DESIGN GROUP #IGR  ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.  Each potential investment undergoes comprehensive analy...

How to Back the Big Winner in AI Topics talked about Market volatility: bitcoin / tech stocks AI spending  BoE Interest Rate Decision Starmer - Better the devil you know. Co’s Mentioned Today: ALUMASC GROUP #ALU CT AUTOMOTIVE #CTA VIANET #VNET ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable compani...

I’m Glad the Board Rejected That Low Ball Cheeky Offer Co’s Mentioned Today: CAB PAYMENTS #CABP BRAVE BISON #BBSN HERCULES #HERC XP FACTORY #XPF ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.  Each potential investment undergoes comprehensive analysis and is...

I Never Thought I Would take a Serious Look at This Company - Why Tech will Always Win the Energy Race - Risk / Reward Portfolio Analysis Co’s Mentioned Today: CAB PAYMENTS #CABP WINKING STUDIOS #WKS LUCECO #LUCE TRIBAL GROUP #TRB PERSONAL GROUP #PGH S4 CAPITAL #SFOR ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover s...

Neil Austin of Xeros Technology: This Technology Should Feature in Every Washing Machine Xeros Technology was recognized for its innovation by TIME magazine, which named its technology one of the "Best Inventions" in 2010. Whilst it has taken a long time to commercialise this technology, it is as relevant (arguably more so) in today’s world as it was in 2010. Its IP protected tech can reduce water...

Ed Rimmer (CEO) & James Robers (CFO) discuss their H1 2026 results which showed: Financial Highlights: ·      Own-Book New Business Origination up 48% to £62.6m (H1 2024/25: £42.2m) ·      Gross lending book up 12% to a record £235.3m at 30 November 2025 (30 November 2024: £209.4m) ·      Revenue up 4% to £18.8m (H1 2024/25: £18.1m) ·      Profit before Tax ("PBT") up 10% to £4.3m (H1 2024/25:...

UK Small and Microcap Stocks are About to Go on a Run Co’s Mentioned Today: EENERGY GROUP #EAAS RECORD #REC FUNDING CIRCLE #FCH KOOTH #KOO ZOTEFOAMS #ZTF GEAR4MUSIC #G4M ANPARIO #ANP ASHTEAD TECHNOLOGY #AT. ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange.  Eac...

9 Companies Covered PLUS a Secret Stock Co’s Mentioned Today: M J GLEESON #GLE CAB PAYMENTS #CABP DIGITALBOX PLC #DBOX DISTRIBUTION FINANCE CAPITAL #DFCH FINSETA #FIN TRUFIN #TRU RAMSDENS HOLDINGS #RFX BRAVE BISON #BBSN EAGLE EYE SOLUTIONS #EYE ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable compan...

- Dollar weakens after US prosecutors launch criminal investigation into Federal Reserve chair Jerome Powell - UK business confidence weakened and hiring fell at end of 2025, surveys find - EU wants ‘Farage clause’ in Brexit ‘reset’ talks with UK - UK set for a 'booming' mortgage market, say analysts ***** About The SharePickers Investment Club ***** The SharePickers Investment Club employs a uniq...

Two Charts Looking to Break Higher POINTS OF INTEREST Boston Dynamics - Atlas Robot  Equity Funds Suffered Record Outflows In 2025 SOME OTHER MACRO HEADLINES Mining firms Rio Tinto and Glencore restart $260bn merger talks Sainsbury’s blames ‘significant headwinds’ for drop in Argos sales at Christmas Weight loss jabs affecting Greggs, boss says Businesses call to be included in any pub rates backt...

Not one single extra barrel of oil will be produced from Venezuela SOME OTHER MACRO HEADLINES Gold price and defence stocks rise after US captures Venezuela’s Maduro, but oil drops Collapse of ‘zombie’ UK firms forecast to fuel unemployment in 2026 Ban on TV junk food ads before 9pm comes into force in UK HSBC becomes first big UK lender to cut its mortgage rates in 2026 Starmer: closer ties with...