UK Small/Mid Caps Podcast with Paul Scott

A few profit warnings this week as tougher conditions start to bite in several cyclical sectors. It feels almost random how some bounce after a profit warning, whilst others continue falling. Very frustrating market conditions, with AIM now down 43% from its peak 2 years ago. However, Paul thinks we're over the worst, and relishes all the great value opportunities out there, but it's still a minef...

Paul rattles through dozens of UK small company results & trading updates that we wrote about in the Stockopedia Small Cap Value Reports. Hosted on Acast. See acast.com/privacy for more information.

Paul's usual weekly recap of the small caps results/trading updates which we wrote about in the Stockopedia Small Cap Value Reports. Plus a few macro/market thoughts, and trying without complete success to avoid politics! Hosted on Acast. See acast.com/privacy for more information.

I'm only doing 1 podcast per week now, as macro stuff takes too long to prepare, and you can find it in lots of other places already. Loads of interesting shares again this week, many defying the macro gloom & doom, and priced attractively cheaply I think. As always, not recommendations or advice, so always do your own research, as I might have missed something. Hosted on Acast. See acast.com/...

Paul took a few days off to enjoy a family holiday in Norfolk, but kept a close eye on the markets nonetheless. So many thanks to Graham and Roland, who did the heavy lifting in this week's Small Cap Value Reports on Stockopedia, Mon-Weds. Loads of companies reporting, as always, we try to sort the wheat from the chaff! Hosted on Acast. See acast.com/privacy for more information.

Usual topics discussed, including - Yet more increases in central bank base rates, Orwellian de-banking scandal - we need to check that companies we invest in are not letting ESG matters become excessive & dangerous, Leveraged buyouts avoiding Corp Tax still? Positive US Q2 GDP data UK energy prices - savings not being passed on to consumers Conflicting data on UK consumer sentiment - GfK says...

A huge number of small caps reporting this week, we covered about 50 in the Small Cap Value Reports! Several profit warnings, as a possibly slowing economy begins to bite in some sectors. But also some nicely performing, good value shares are covered. Rarely have I seen so much value on offer in small caps, so I remain very bullish about the medium term outlook. No idea in the short term of course...

I (Paul Scott) spotted strong profits/order book from Cohort's FY 4/2023 results, reviewed positively in the Stockopedia Small Cap Value Report of 19 July 2023. So I reached out to ask the CEO to do an independent, no fees interview with me. I only interview companies that I genuinely rate highly, as reasonably priced, and do them for general interest, not as a commercial thing. I do not hold a po...

Main points covered this week - Good news on UK inflation, which dropped more than expected, triggering a nice stock market rally. Supermarkets - Tesco & Sainsbury buying freeholds, highly indebted ASDA & Morrisons selling them! CMA report on supermarkets says they are not profiteering, their operating margin has actually fallen sharply. Ocado - more terrible results, why is it worth £5bn?...

Taking a risk here, but Paul fires the starting pistol for a new bull market in UK small caps! (just an opinion remember, could be right or wrong). Valuations are now becoming so attractive, due to many investors pulling out, that opportunities galore are presenting themselves. Hence why I think this is now time to be loading up with decent company shares, at modest valuations. I think sentiment m...

Paul rattles through trading updates and results from 24 UK smaller companies this week, covered in the Stockopedia Small Cap Value Reports, written by Paul and Graham. As usual, we found some decent companies trading well, and reasonably or cheaply priced. One or two dogs too unfortunately, warning on profits through slipping out big broker downgrades (ZOO And TLY). Hosted on Acast. See acast.com...

Paul starts by examining Chinese eCommerce company TEMU, and its very aggressive business model, clearly designed to hoover up market share, through heavy subsidies. My mystery shop has recently been air freighted into the UK, both uneconomic and polluting, but all in the name of research. 4 positive, and 4 negative things about the UK economy right now. Large and mid-caps have now joined AIM in b...

Another really difficult week for UK shares, and not just small caps - FTSE 100 and mid-caps also now well down for the year. Lots of shares to avoid are flagged by Paul, but also some small cap nuggets too getting more & more affordable with each passing week, it seems. Hosted on Acast. See acast.com/privacy for more information.

As usual, inflation & interest rates dominate. Also water cos. Hosted on Acast. See acast.com/privacy for more information.

33 companies covered this week, in the Stockopedia Small Cap Value Reports, written by Paul Scott, Graham Neary, and Roland Head. In this week's episode, Paul runs through the good, the bad, and the ugly! We're seeing many minnows run out of runway and being suspended/delisted - maybe it's a good thing to have a clear-out? As usual, we find some gems each week too, for you to have a closer look at...

Small caps commentator/investor Paul Scott runs through various macro points of interest that have cropped up this week. The main issues being stubbornly high inflation readings, and the 0.5% hike in interest rates by the Bank of England. Paul reviews the MPC Minutes, as well as other interesting data (such as continuing strong improvements in consumer confidence), and wonders if the economic pict...

Loads of news this week, including a takeover bid for Paul's largest personal shareholding, the second time that's happened this year! Sadly no 200% premium this time (as I got for Seraphine in January). One "mystery share" held back for Stockopedia subscribers, the company which has impressed me the most this week with good results & upbeat outlook. Horrible market conditions continue for sma...

All eyes on interest rates, inflation, GDP & AI! Paul sees contradictory signs. Hosted on Acast. See acast.com/privacy for more information.

Lots of small caps (and a few mid/large caps too!) reviewed this week, with a few profit warnings, and a few ahead of expectations updates too. Hosted on Acast. See acast.com/privacy for more information.

Paul's usual rattle through noteworthy news & views on macro. As usual, a rant about interest rates going up too far, and too fast, which is increasingly making me worry that we might be heading for a recession, due to policy mistakes by central banks. Hosted on Acast. See acast.com/privacy for more information.

Unconstrained by file size limit, Paul goes completely over the top in this detailed, but very long-winded review of the week's small-mid cap company results & trading statements. We have one mystery share too, which is Paul's best idea for the week, reserved for Stockopedia subscribers, because they're paying me! My commentary is always honest and independent, I never take money from any comp...

A rather depressing outlook for macro/markets this week, as excessive interest rate hikes look set to possibly tip us into recession, and increase debt defaults. Hosted on Acast. See acast.com/privacy for more information.

Some interesting, and controversial companies reporting this week. Paul Scott and Graham Neary write the Small Cap Value Reports on Stockopedia, along with civilised and sensible community commentary from our subscribers. In these podcasts, Paul rattles through the week's reports in an audio format to please the UK's dog-walking and gym-going small cap investor community :-) Hosted on Acast. See a...

Paul Scott ponders the interesting news & views picked up this week, with a rise in UK core inflation being the main jolt, which has increased interest rate expectations. It's all looking rather more negative unfortunately. Hosted on Acast. See acast.com/privacy for more information.

Lots of interesting company updates in the UK small caps space, including several profit warnings. It's feeling more cautious out there, for sure. This regular weekly podcast is a fast-paced monologue from Paul Scott, lead writer of the Small Cap Value Reports on Stockopedia.com Hosted on Acast. See acast.com/privacy for more information.