GCISmall-Cap Investing with Paul Hill & Paul Scott
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In this week’s smallcap investing show, rock star UK investor Paul Scott & I discussed our latest thoughts on the following:
00:00 M&A boom and catalyst for smallcap re-rating
04:45 ITV
08:05 Kingfisher
12:35 Auction Technology
16:40 Paul’s buys this week
18:50 Pets At Home & CVS Group
23:05 Water Intelligence
28:30 Beeks Financial
30:55 Shearwater
32:30 B&M Euro Value
34:25 Macfarlane
36:30 Essensys
41:40 Supreme
44:05 James Latham
47:05 Spire Healthcare
49:55 Evoke
51:50 Anpario
53:40 Gulf Marine Services
54:55 Marks Electrical
57:20 Getech
57:50 Avingtrans
59:50 Alpha Group International
61:45 Glaxo
Plus, if anyone or any company would like to sponsor this fund manager series (re naming rights), then please feel free to contact me here or via my email paulhill@pmhcapital.com.
Published by Vox Markets
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.