GCIThe Exchange with Gervais Williams
On this morning’s Vox Markets live, I was delighted again to speak to legendary UK small/midcap fund manager Gervais Willaims of Premier Miton– including:
00:00 Investment approach & outlook for equities.
05:15 Yü Group PLC
07:30 Zephyr Energy
10:25 Supreme
12:35 Elecosoft
15:10 Inspiration Healthcare
18:40 Galliford Try
21:10 Lords GroupTrading
23:20 CMC Markets
26:50 CML Microsystems
29:55 Cyan Connode
34:45 Re-patriating money from frontier markets
36:30 Invinity Energy
39:35 Journeo
40:50 Concurrent Technologies
43:15 Sectors that may underperform
45:40 Thoughts on M&A, delisting and IPO activity
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.