• 2039: The Exchange with Gervais Williams of Premier Miton

  • Feb 10 2025
  • Length: 59 mins
  • Podcast

2039: The Exchange with Gervais Williams of Premier Miton

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    In this investing masterclass, accomplished UK fund manager Gervais Williams of Premier Miton takes me through his view of the markets and latest thoughts on 25 stock ideas, including:

    00:00 Edison Research, Filtronic & 2025 equity outlook
    05:25 Yu Group
    07:50 Beeks Financial Cloud
    10:10 Van Elle
    10:35 Galliford Try
    12:30 Shoe Zone
    14:20 Supreme
    17:20 Avacta
    18:25 Eleco
    20:05 Guardian Metal Resources
    23:05 Serabi Gold
    26:15 CMC Markets
    29:15 Kromek
    32:15 Inspiration Healthcare
    34:25 Zotefoams
    36:50 Ashtead Technology
    37:30 TP ICAP
    39:30 Concurrent Technologies
    42:00 CML Microsystems
    44:10 Windar Photonics
    47:25 Ondo InsurTech
    50:20 Velocity Composites
    52:20 Cavendish Financial
    53:45 Other interesting firms – Virgin Wines, Shield Therapeutics & Firering Strategic Minerals

    #FTC #YU #BKS #CAV #CML #CNC #ELCO #GMET #ONDO #SHOE #SRB #SUP #VEL #WPHO #ZTF #CMCX #AT. #AVCT #GFRD #KMK #IHC #TCAP #VANL #FRG #VINO #STX #FRG
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