GCISmall-Cap Investing with Paul Hill & Paul Scott
In this week’s smallcap investing show, uber smart UK investor Paul Scott & I discussed our latest thoughts on the following:
00:00 Investor vibe at Mello and 2025 equity outlook
05:05 Recent buys (Vistry) & sells (Facilities of ADF).
07:45 CML Microsystems (PH holds)
10:00 JD Sports
13:55 CMC Markets
17:10 hVIVO (vox client)
20:10 Jet2
24:05 Springfield Properties
26:40 Michelmersh Brick (PH holds)
31:30 Norcros
35:40 Auction Technology Group
39:50 Renold
44:40 Equals (PH holds & Vox client)
49:35 Spectra Systems
53:30 Yu Group
56:00 Card Factory
59:40 Macfarlane
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.