UK Small/Mid Caps Podcast with Paul Scott

Not my finest podcast this week, as I've been rather stressed with looking after Mum, who had a fall on Monday. She's on the mend though! It's been very quiet for company news, so we branched out into some interesting mid caps too. As always our opinions are just that - a snapshot view of the facts, figures & forecasts as we see them, on that day. We have no idea what the future holds, so our...

We've looked at dozens of interesting companies this week. Please remember we're only giving our personal opinions, never advice. So doing your own more detailed research is always vital. Hosted on Acast. See acast.com/privacy for more information.

Paul's usual summary of the week's Small Cap Value Reports on Stockopedia. Lots of interesting companies, and a mystery share! Hosted on Acast. See acast.com/privacy for more information.

A massive number of small to mid caps reporting, Paul rattles through most of them here Hosted on Acast. See acast.com/privacy for more information.

Most small-mid cap UK companies reported in line with expectations updates this week. We focus mainly on the above, and below expectations reports. Lots of interesting share ideas for you to properly research, do remember we're only doing quick reviews, so our stuff is never, ever advice or recommendations. Hosted on Acast. See acast.com/privacy for more information.

Huge number of small & mid caps reviewed this week! Hosted on Acast. See acast.com/privacy for more information.

Happy New Year! My usual weekly summary of the UK small caps trading updates. Also more macro data and news, which reinforce my positive outlook for the economy and stock market this year. Hosted on Acast. See acast.com/privacy for more information.

In the last podcast of 2023, I mention a few company updates, but mainly focus on investing themes of 2023 and performance - both markets overall, and my personal year (an excellent one, I'm pleased to say). I also note the 6 common traits of the most successful investors in my network. Hosted on Acast. See acast.com/privacy for more information.

UK small caps investor/commentator, Paul Scott, runs through the week's Small Cap Value Reports on Stockopedia.com As usual we've unearthed some interesting shares for you to research yourselves. As always, we're only flagging ideas for you, not making any kind of recommendations. Also Paul reveals his (predictably) bullish outlook for small caps in 2024, with inflation now receding. Are we about...

Paul's usual audio summary of the Small Cap Value Reports that I write with Graham Neary, on Stockopedia. A surprisingly good week for company updates, plus some major markets moving to new highs, thanks to the Fed changing stance on interest rate expectations for 2024, with 3 cuts now expected. This strikes me as an ideal time to be putting money to work in bombed-out UK small caps, where value a...

Profuse apologies for this episode being 6 days late! We've had more takeover bids and profit warnings. I rattle through all the shares we reported on in our Stockopedia Small Cap Value Reports. As always, just my personal opinions, never advice or recommendations, you must do your own research. Hosted on Acast. See acast.com/privacy for more information.

This week we said goodbye to investing legend Charlie Munger, and I reflect on how Berkshire's stunning success is "only" about 20% pa compound - something that we should be able to replicate ourselves. Maybe not for 65 years though! It gives us something to aim for, and reinforces the vital quality of patience in investing. It was wonderful to catch up with everyone at Mello Chiswick, chatting to...

Paul runs through dozens of UK small caps that have reported either results or trading updates this week. All views are just my opinions, which could be right or wrong in future, when things have changed. So always do your own research please. The small caps market continues to be dominated by profit warnings and takeover bids, so quite a lottery at the moment! Will the big, inflation-busting pay...

A notable week with 3 takeover bids just in one day! Bargains galore in the small caps space, evidenced by all the takeover bids. We've seen a strong rebound in the last 3 weeks, in both small and mid caps. Is this the (overdue!) start of a new bull market, or just another bear market bounce? No idea, we focus on company fundamentals, and we're seeing many smashing risk:reward situations as disloc...

Multiple award-winning :-D small caps investor/commentator Paul Scott runs through this week's batch of trading updates & results statements, flagging value/GARP, and profit warnings. Just personal opinions, never advice remember. Hosted on Acast. See acast.com/privacy for more information.

I run through 23 UK small caps that we wrote about in this week's Small Cap Value Reports on Stockopedia. Also, I comment on markets overall (cheap, lots of takeover bids, but also plenty of profit warnings), and run through my spreadsheet keeping track of profit warnings (18 in October), and takeover bids (11 in October) - may not be comprehensive, as this is only the ones we wrote about on Stock...

Paul's usual rattle through what we've written about on Stockopedia this week. Quite a few bombshell profit warnings again this week. Terrible market conditions continue, with obvious signs of distressed sellers (instis with redemptions, and capitulating PIs probably). Some lovely bargains presented on a plate to us too. Hosted on Acast. See acast.com/privacy for more information.

As AIM grinds down to almost half of its 2021 peak, even the usually buoyant Paul is starting to get a bit miffed with this bear market. Not just small caps either, as Mid-caps are now down 10% YTD, and down 30% from the 2021 high. Yet the market is now cheap, and we're getting that confirmed almost daily, with takeover bids, often from the US, private equity or trade buyers. Plus a little rant ab...

Grim market conditions continue for UK small caps, now down c.17% YTD, and down c.47% from the 2021 high. Plenty of bargains, but also plenty of banana skins with some profit warnings this week - telecoms suppliers and building materials seem trouble hotspots. B2B generally is looking an increasing area of concern, but that's why share prices are so low. Hosted on Acast. See acast.com/privacy for...

I hope this is of interest, some more random stuff about small caps, markets, and macro - eg Avoiding profit warnings from highly indebted companies - vital! Check those balance sheets! Will we get political pressure to force central banks back into QE & low rates? PER can be a flawed concept in a downturn. Top-down thoughts - finding sectors with tailwinds, avoiding ones with headwinds? Risin...

Some shock profit warnings this week, especially from Spirent (SPT) and XPP - one has sound finances, the other has an over-geared balance sheet, and now looks in trouble. It's vital to avoid over-stretched balance sheets right now. Also some nice opportunities I think too, with plenty of companies reporting in line. Hosted on Acast. See acast.com/privacy for more information.

3 mystery shares this week (for Stockopedia subscribers only!) Another very busy week, with dozens of company updates covered by Paul Scott in this podcast. As always, these are never recommendations, just quick reviews, and personal opinions, so it's vital to always do your own research. Hosted on Acast. See acast.com/privacy for more information.

I start off with a recap on my largest personal position, Plexus Holdings (POS). Quite a mixture of interesting companies doing well, eg Warpaint and Fonix Mobile. Plus plenty of awful, high risk things I'm avoiding! Hosted on Acast. See acast.com/privacy for more information.

Apologies for my absence last weekend, as I was sick with covid. Now mostly recovered, and testing negative, I'm pleased to report! Hosted on Acast. See acast.com/privacy for more information.

Lots of interesting companies reporting again this week. Paul rattles through dozens of small cap announcements, remember this is completely independent commentary, not PR! Companies cannot buy my opinion, it's not for sale! I just tell the truth as I see it. Also no ads, as your time is important, and I'm not going to try to earn 1p by wasting your time with some horrible annoying ads! Controvers...