Episodes

  • 2045: Small-Cap Investing with Paul Hill & Paul Scott

    2045: Small-Cap Investing with Paul Hill & Paul Scott
    Feb 21 2025
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    In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following:

    00:00 Recent buys & sells and YTD performance of 2025 top 20 portfolio
    02:30 Beeks Financial
    07:10 JET2
    10:30 Wilmington
    16:20 Tracsis
    21:10 Springfield Properties
    25:55 Intercede
    28:20 Zytronic
    30:55 FRP Advisory and Begbies Traynor
    33:30 Microcap investment trusts and #MAPL
    36:00 CREO Medical
    39:35 Assetco
    41:25 Journeo
    44:55 Everplay (formerly Team 17)
    46:10 MONY (formerly Moneysupermarket)
    49:15 ECO Animal Health
    53:15 Zoo Digital
    56:50 Videndum
    1:00:10 Facilities of ADF
    1:03:05 ITV and Zinc Media

    #BKS #JET2 #TRCS #SPR #IGP #ZYT #FRP #BEG #MAPL #CREO #ASTO #JNEO #EVPL #MONY #EAH #ZOO #VID #ADF #ZIN #ITV
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    1 hr and 10 mins
  • 2044: CleanTech Lithium Interview with Steve Kesler

    2044: CleanTech Lithium Interview with Steve Kesler
    Feb 18 2025
    CleanTech Lithium's shares are looking cheap, following a period of lithium price decline, which makes the recently announced retail offer of shares and warrants look attractively priced. Executive chairman Steve Kesler joins us to tell us why he thinks the lithium price may at last be on the road to recovery.
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    9 mins
  • 2043: The Exchange with Brendan Gulston of Gresham House

    2043: The Exchange with Brendan Gulston of Gresham House
    Feb 17 2025
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    In this investing masterclass, accomplished UK fund manager Brendan Gulston of Gresham House takes me through his view of the markets and latest thoughts on 18 stock ideas, including:

    00:00 Equity outlook
    03:15 MPAC
    06:30 ActiveOps
    10:40 Windward
    12:35 Argentex
    18:50 Iomart
    23:05 SysGroup
    26:25 XPS Pensions
    29:10 CVS Group & Pets-at-home
    31:55 Nichols
    36:40 Greggs
    41:10 Ten Lifestyle
    45:00 Angling Direct
    47:50 IXICO
    52:05 Fintel
    54:10 Trufin
    59:05 UK civil contractors & Costain
    1:03:35 Favourite stock idea for 2025. Diaceutics
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    1 hr and 9 mins
  • 2043: Q&A with hVIVO CEO, Mo Khan

    2043: Q&A with hVIVO CEO, Mo Khan
    Feb 17 2025
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    We sat down with Mo Khan, CEO of hVIVO #HVO, to discuss their latest £2 million contract and what it means for the future of hMPV research. With a successful pilot study already completed, hVIVO is now gearing up for the final stage of its hMPV characterisation study, paving the way for future human challenge trials.
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    6 mins
  • 2042: Small-Cap Investing with Paul Hill & Paul Scott

    2042: Small-Cap Investing with Paul Hill & Paul Scott
    Feb 14 2025
    Watch on YouTube

    In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following:

    00:00 Equity outlook
    06:20Iomart
    07:05 Tracsis
    09:40 Housebuilders, Bellway & MJ Gleeson
    14:25 Pinewood
    18:30 Ricardo
    21:25 Vertu Motors
    22:30 Wynnstay
    25:00 ONDO Insurtech
    34:25 MS International & defence sector
    38:40 hVivo
    41:15 Focusright
    45:25 Portfolio position sizing
    50:25 Warpaint
    51:50 Favourite sector
    52:50 Gattaca
    56:15 Speedy Hire
    59:00 Close Brothers, S&U and Secure Trust Bank
    64:10 PZ Cussons
    65:30 Dunelm
    68:40 Wood Group
    70:20 First Group
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    1 hr and 15 mins
  • 2041: CleanTech Lithium Raises £2.4 Million to Progress Laguna Verde

    2041: CleanTech Lithium Raises £2.4 Million to Progress Laguna Verde
    Feb 12 2025
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    CleanTech Lithium #CTL has raised £2.4 million to take it on to the next steps with its Laguna Verde project. Chairman Steve Kesler tells us who's come in with the new money, and what the next couple of months will look like
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    9 mins
  • 2040: Mining Matters: Golden Prospect talks gold

    2040: Mining Matters: Golden Prospect talks gold
    Feb 11 2025
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    Whither goest gold? Keith Watson and Robert Crayfourd of Golden Prospect Precious Metals talk gold, gold equities, investment strategies, ETFs, risk, Trump and the macro-economic outlook. The bottom line? - gold is the place to be.
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    1 hr and 31 mins
  • 2039: The Exchange with Gervais Williams of Premier Miton

    2039: The Exchange with Gervais Williams of Premier Miton
    Feb 10 2025
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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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    59 mins