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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
#VTY #ADF #CML #JD. #CMCX #HVO #JET2 #SPR #MBH #NXR #ATG #RNO #EQLS #SPSY #YU. #CARD #MACF
