UK Small/Mid Caps Podcast with Paul Scott

Main points covered this week -Good news on UK inflation, which dropped more than expected, triggering a nice stock market rally.Supermarkets - Tesco & Sainsbury buying freeholds, highly indebted ASDA & Morrisons selling them!CMA report on supermarkets says they are not profiteering, their operating margin has actually fallen sharply.Ocado - more terrible results, why is it worth £5bn?!Chinese deflation?Scrap IHT? Labour would probably reinstate it anyway, so so threat to IHT AIM strategies looks unlikely.Accenture report says UK business confidence second highest in Europe, after Ireland.10-year Gilt yield falls back from danger level to 4.27%UK consumer confidence sharply down in July.Better than expected retail sales, per ONS.Danger of brand damage from shrinkflation - Andrex - soft, strong? Or very wrong?! Hosted on Acast. See acast.com/privacy for more information.

Taking a risk here, but Paul fires the starting pistol for a new bull market in UK small caps! (just an opinion remember, could be right or wrong). Valuations are now becoming so attractive, due to many investors pulling out, that opportunities galore are presenting themselves. Hence why I think this is now time to be loading up with decent company shares, at modest valuations. I think sentiment may have now bottomed out, and money could begin flowing back in. Time will tell! Hosted on Acast. See acast.com/privacy for more information.

Paul rattles through trading updates and results from 24 UK smaller companies this week, covered in the Stockopedia Small Cap Value Reports, written by Paul and Graham. As usual, we found some decent companies trading well, and reasonably or cheaply priced. One or two dogs too unfortunately, warning on profits through slipping out big broker downgrades (ZOO And TLY). Hosted on Acast. See acast.com/privacy for more information.

Paul starts by examining Chinese eCommerce company TEMU, and its very aggressive business model, clearly designed to hoover up market share, through heavy subsidies. My mystery shop has recently been air freighted into the UK, both uneconomic and polluting, but all in the name of research.4 positive, and 4 negative things about the UK economy right now.Large and mid-caps have now joined AIM in being significantly down year-to-date. When will the pain end? Does the UK market have structural problems, as well as more competition for funds from cash deposits & fixed interest.House prices are falling heavily in real terms now, but does it matter?Will hydrogen power heavy vehicles in future? Or solid state batteries? Which tech is the one to back? Hosted on Acast. See acast.com/privacy for more information.

Another really difficult week for UK shares, and not just small caps - FTSE 100 and mid-caps also now well down for the year.Lots of shares to avoid are flagged by Paul, but also some small cap nuggets too getting more & more affordable with each passing week, it seems. Hosted on Acast. See acast.com/privacy for more information.

As usual, inflation & interest rates dominate. Also water cos. Hosted on Acast. See acast.com/privacy for more information.

33 companies covered this week, in the Stockopedia Small Cap Value Reports, written by Paul Scott, Graham Neary, and Roland Head. In this week's episode, Paul runs through the good, the bad, and the ugly! We're seeing many minnows run out of runway and being suspended/delisted - maybe it's a good thing to have a clear-out? As usual, we find some gems each week too, for you to have a closer look at. Remember our reviews are not detailed enough to be used for investment decisions, you must do your own research please. Always opinions, never recommendations, Hosted on Acast. See acast.com/privacy for more information.

Small caps commentator/investor Paul Scott runs through various macro points of interest that have cropped up this week. The main issues being stubbornly high inflation readings, and the 0.5% hike in interest rates by the Bank of England. Paul reviews the MPC Minutes, as well as other interesting data (such as continuing strong improvements in consumer confidence), and wonders if the economic picture may not be as bad as feared? Hosted on Acast. See acast.com/privacy for more information.

Loads of news this week, including a takeover bid for Paul's largest personal shareholding, the second time that's happened this year! Sadly no 200% premium this time (as I got for Seraphine in January). One "mystery share" held back for Stockopedia subscribers, the company which has impressed me the most this week with good results & upbeat outlook.Horrible market conditions continue for small caps, but there's fantastic value out there for investors who take a longer-term view. Hosted on Acast. See acast.com/privacy for more information.

All eyes on interest rates, inflation, GDP & AI! Paul sees contradictory signs. Hosted on Acast. See acast.com/privacy for more information.