UK Small/Mid Caps Podcast with Paul Scott

Not a lot to report this week, but Paul ponders the general macro overview, and wonders whether the big & rapid interest rate hikes might be setting us up for a slide into recession? Also a motivational quote from a friend, on how to deal with heavy losses in the stock market. Hosted on Acast. See acast.com/privacy for more information.

Paul Scott, UK small caps specialist, runs through the main items covered in this week's Small Cap Value Reports from Stockopedia.com, written by Paul and Graham Neary, with occasional help from Roland Head. Most companies are still reporting results in line with expectations, but some profit warnings too. Hosted on Acast. See acast.com/privacy for more information.

Paul talks about the latest news on interest rates, inflation, etc. Hosted on Acast. See acast.com/privacy for more information.

Paul Scott runs through the companies covered in this week’s Small Cap Value Reports on Stockopedia.com As usual, Paul doesn’t pull any punches with criticism of poor results, especially from eCommerce giants Asos and THG – both look like possible zeroes, if they’re not able to pull off their turnaround plans. Profit warnings from building products suppliers MSLH and ECEL come into focus – is the...

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Dozens of small caps reported trading updates & results, which Paul rattles through here. Hosted on Acast. See acast.com/privacy for more information.

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

Macro news discussed. Small caps still very depressed, with little volume, and not much sign of buoyant larger caps feeding through to investments in smaller companies. But lots of bargains to be had - so bad news is good news, longer term maybe? Hosted on Acast. See acast.com/privacy for more information.

Paul Scott runs through this week's small caps results & trading updates. Hosted on Acast. See acast.com/privacy for more information.

Paul regurgitates interesting snippets of news & views on broader macro & markets. Unfortunately, my voice recorder malfunctioned, and I thought I'd lost the recording, so there is a blank patch, and some swearing near the end, so my apologies for that. Also contains references to cross-dressing. Hosted on Acast. See acast.com/privacy for more information.

Lots of interesting shares covered this week. Paul summarises this week's Small Cap Value Reports, exclusively on Stockopedia.com All reviews are just our personal opinions, never advice or recommendations. We tell it as we see it, so truly independent commentary that doesn't pull any punches! Hosted on Acast. See acast.com/privacy for more information.

This week has seen continued recovery in larger caps, but very depressed markets for small caps. Paul sees this positively - with very attractive (low!) valuations on many of the better quality small caps. Signs of slowing economies mean we're likely to see more profit warnings, which so far seem to be more in the BtoB sectors. Will consumer stocks surprise on the upside? It's possible, given 10%...

Paul was on holiday in Gozo, so this week's SCVRs were written by Graham & Roland. In this podcast, Paul runs through the week's small cap results & trading updates, and gives more detailed views on D4T4 and Saga updates. Part 2 will be up later, for macro/markets news & views. Hosted on Acast. See acast.com/privacy for more information.

(sound starts at 00:28 – sorry, I don’t have my usual audio editing software with me, as I’m in Malta) Paul interviews renowned investor Richard Crow @CockneyRebel, who gives us his latest macro thoughts, and lots of stock ideas for us to research ourselves (Richard holds most of the shares we discuss) Our last interview was  here in July 2022 . Richard is bullish, seeing the market as except...

Is the banking turmoil receding? Possibly, we don’t know. Lots of other interesting snippets that I picked up over the week. Overall, as explained, I see positive signs, which combined with bombed out small cap valuations, means we’re seeing bargains galore. But the ever-present risk of profit warnings means it won’t be plain sailing. As always, just my views, which are sometimes right, sometimes...

Paul’s weekly podcast summary of UK small caps results & trading updates, covered in the Small Cap Value Reports on Stockopedia.com – many thanks to everyone who subscribes. As always, these are never share recommendations, we’re just flinging lots of ideas at you, for your own more detailed research if you like the sound of them. We always disclose if we hold any individual share personally....

Paul Scott interviews Mike Raybould, CEO of Portmeirion Group – owner, and manufacturer of famous pottery and homeware brands. 2022 results impressed me, with the company back up to pre-pandemic level of profits. Yet the market has taken little notice, with the share price still bombed out, and offering obvious value to investors (forward PER of 6.8, and a 5% dividend yield, covered 3x). See the c...

Belvoir has established an excellent track record of growth (e.g. profits up c.3-fold in the last 5 years). Yet the shares have been languishing of late, despite decent 2022 results announced this week. I see value in the shares, and like the 5% dividends, plus self-financed acquisitive growth. In this interview I tried not to duplicate a very comprehensive recent webinar  here on InvestorMee...

A separate 30m podcast covering all the macro stuff, in a week once again dominated by banking turmoil. Hosted on Acast. See acast.com/privacy for more information.

A 2-part podcast on UK small caps news this week, as there's so much to cover - we reported on 48 small cap results/trading updates. One mystery share (for Stockopedia subscribers). Plenty of interesting companies reporting, and plenty of dogs to warn you about too! Hosted on Acast. See acast.com/privacy for more information.

Another week dominated by the banking crisis, with equity markets sharply down. Paul gives a personal view on the issues, and runs through some interesting smaller company results & trading updates. One mystery share this week - see Friday's SCVR for more details. Hosted on Acast. See acast.com/privacy for more information.

Paul runs through the UK small caps reporting results & trading updates. Plus thoughts on the WANdisco fraud, banking collapse of SVB, and lots of profit warnings. It's all looking rather wobbly again. Hosted on Acast. See acast.com/privacy for more information.

Paul's usual weekly recap of small caps news from Stockopedia small cap value reports Hosted on Acast. See acast.com/privacy for more information.

We’ve seen profit-taking in the last fortnight, which is to be expected after such a good run in many shares since October’s lows. Apologies for last week’s absence, I’ve caught up by covering 2 weeks’ worth of UK small caps news in this latest podcast, summarising the best bits from Stockopedia’s famous Small Cap Value Reports, written by Paul Scott, Graham Neary, and guest star Roland Head. As a...