UK Small/Mid Caps Podcast with Paul Scott

Paul's wondering if the big rally in small caps might be getting a bit overheated? The avalanche of company news is now receding, and Paul even managed a face-to-face company meeting this week, for the first time post covid, which was a great pleasure. There's really no substitute for meeting management. Hosted on Acast. See acast.com/privacy for more information.

Paul's usual commentary on UK small caps news & markets Hosted on Acast. See acast.com/privacy for more information.

With 2022 trading updates still coming thick & fast, Paul rattles through dozens of small cap shares that have updated the market. No time for macro comments. Quote at end is very interesting, from Guy Hands' autobiography, "The Dealmaker" - highly recommended. A warts & all account of his life, successes & failures. Hosted on Acast. See acast.com/privacy for more information.

Paul Scott rattles through 62 (a new record!) UK small caps trading updates, written about in this week’s Small Cap Value Reports (exclusively available on Stockopedia) A big boost to my personal portfolio occurred on Friday, with a 200% premium takeover bid for Seraphine (BUMP). It was high risk: high reward, so I’m very relieved an excellent outcome has happened. Maybe more luck than judgement!...

Paul Scott interviews Sam Bazini, founder/CEO of makeup company Warpaint London. I’ve been impressed with strong performance, and a series of “ahead of expectations” updates from W7L, so I approached the company to see what’s driving this out-performance, and whether it’s likely to be sustained. Please note this interview is for general interest, and is NOT advice or a recommendation. This is an i...

Paul Scott’s weekly recap of interesting UK small cap announcements included in the Small Cap Value Reports on Stockopedia.com A deluge of trading updates, we’ve been super-busy, covering a record 46 companies! Mostly in line updates, and surprisingly some ahead of expectations ones too. 8 profit warnings. Hosted on Acast. See acast.com/privacy for more information.

Paul Scott has written the Small Cap Value Reports on Stockopedia for the last 10 years, and reviews each day's small caps results & trading updates, offering analysis & opinion. Hosted on Acast. See acast.com/privacy for more information.

Recapping on a short week, with only 3 Small Cap Value Reports on Stockopedia.com Paul also ponders themes for 2022, and 2023. Wishing all listeners a very happy new year! Hosted on Acast. See acast.com/privacy for more information.

Part 2 of this week's UK small caps podcast from Paul Scott (and brother Andy on saxophone) Hosted on Acast. See acast.com/privacy for more information.

Sorry the voice recorder crashed after 14 minutes. The rest is in part 2. Paul's usual weekly summary of the main points in the week's Small Cap Value Reports (SCVRs) exclusively on Stockopedia. Never advice, just my personal opinions - sometimes wrong, sometimes right. Hosted on Acast. See acast.com/privacy for more information.

Paul's usual commentary on UK small caps results & trading updates Hosted on Acast. See acast.com/privacy for more information.

Paul's usual weekly recap of the SCVRs on Stockopedia Hosted on Acast. See acast.com/privacy for more information.

Apologies for this episode being late. I run through the companies we reported on last week, in the Stockopedia small cap value reports. Lots of profit warnings, which makes me nervous about this market rally. Hosted on Acast. See acast.com/privacy for more information.

This week's summary of UK small cap results, covers loads of companies, and macro points. Hosted on Acast. See acast.com/privacy for more information.

This week was dominated by the Mello Chiswick investor conference, which I thoroughly enjoyed. But Graham and I still managed to publish 5 Small Cap Value Reports, with an unprecedented 4 mystery shares! As always, this is never investment advice, nor recommendations, it's just my personal opinions. Hosted on Acast. See acast.com/privacy for more information.

A powerful rally in markets continued, as hopes for peak inflation & interest rates have grown. However, the UK is moving into a recession, and corporate earnings have only begun falling. So could this be a bear market rally? I'm cautious, but also excited by some of the very low individual company valuations. As always, nothing in this podcast is advice or recommendations, just my personal op...

Paul Scott interviews Nick Kelsall, CEO of bathroom fittings group, Norcros (NXR). Resilient H1 results were published this week by Norcros. I ask Nick about various topical issues, such as inflation, sourcing from China, recession, acquisitions, bank borrowings, the low valuation on NXR shares despite many legacy issues now having been dealt with, or greatly reduced (e.g. pension deficit). Please...

I asked to speak to the CEO of Virgin Wines, after being impressed with resilient results for FY 6/2022. VINO also has a strong balance sheet, with net cash. The share price has fallen a lot since IPO, and now strikes me as being decent value, providing holds up during the seemingly likely recession. NB. These podcasts are for general interest only, they are not recommendations or advice. I did no...

Paul Scott & Graham Neary write the daily Small Cap Value Reports on Stockopedia. This is a summary of the companies we looked at, and also some macro/markets thoughts from Paul nearer the end. Hosted on Acast. See acast.com/privacy for more information.

Andy Gossage of UPGS answers my questions following publication today of strong results for FY 7/2022. Also a solid current trading update. So where's the consumer downturn? Andy makes lots of interesting points about supply chain, freight costs, gross margins, and other things of wider read-across to many other companies. UPGS sailed through the pandemic, and they seem pretty confident about sail...

Continuing my series of CEO interviews, where I approach companies that are performing particularly well. Revenues & profits have shot up at Cerillion since 2020, and its founder/CEO Louis Hall explains how various factors have come together to create a big opportunity for this software company specialising in providing mission-critical services for telcos globally. Please note this interview...

Paul's recap of the week's Small Cap Value Reports on Stockopedia Hosted on Acast. See acast.com/privacy for more information.

With interest rates on bonds now being much more attractive, and safer than equities, are they worth considering as part of a balanced portfolio? NB. This is a specialist area, so please take appropriate advice. This is for general interest only, and we're not making any recommendations or giving any advice. Hosted on Acast. See acast.com/privacy for more information.

Paul Scott’s regular weekly recap of the Stockopedia.com Small Cap Value Reports (now in its 10th year!) Please remember this is all just my personal opinions, it's never advice or recommendations. Our ethos at Stockopedia is to encourage everyone to do your own research. Hosted on Acast. See acast.com/privacy for more information.

Paul Scott interviews David Stirling, CEO of Zotefoams (ZTF). These are my criteria for choosing companies that I ask to do an interview (it’s by invitation only!) Good recent trading & outlook, Strong balance sheet, Good management & strategy, executing well, and Reasonable share price valuation. Zotefoam fits the bill, so here I run through some questions with its CEO, David Stirling. No...