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Small-cap Investing with Paul Hill and Paul Scott

15:11, 1st May 2025
Paul Hill
Q&A
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In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 24 stock ideas.

00:00 CMA’s findings wrt UK drug pricing for pets. CVS Group & Pets at Home
07:10 This week’ sells (Gemfields) and buys (08:35 Greggs & UK long bonds)
13:35 Genus
18:40 Clarkson & impact of Trump’s tariffs
24:05 Victrex
27:00 LBG Media
29:35 MPAC
33:15 Trifast
36:55 Strix
39:00 DRX
43:00 Eleco
47:50 Tracsis
49:35 Corero Network Security
52:20 Focusrite
56:00 Restore
58:55 Cambridge Cognition
61:30 UK house builders - Taylor Wimpey & Persimmon
63:00 Aberdeen & Jupiter
65:30 Whitbread
68:45 Carclo
 

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Disclaimer & Declaration of Interest

The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.

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