UK Small/Mid Caps Podcast with Paul Scott cover image

Small Caps Podcast with Paul Scott – Episode 25

UK Small/Mid Caps Podcast with Paul Scott

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S3 Stem Stem Is the Ticker I'm a Little Bit Hesitant on This One

I'm a little bit more hesitant about s3 although I still think long-term great company uh billington holdings put out a really positive update this is a structural steel company like a mini version of sevafield sfr. difficult to see any immediate catalyst to take the shares much higher unless there's a sort of general market move up so I'm wondering whether we might have seen peak earnings and whether the 2023 forecasts might need to come down a bit on that one. The valuation is reasonable it's got a good balance sheet so I can see why some people like this but you do have to be wary I think of the ticker One of my favorite staffing companies now This had

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