UK Small/Mid Caps Podcast with Paul Scott

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.

Lots of small caps (and a few mid/large caps too!) reviewed this week, with a few profit warnings, and a few ahead of expectations updates too. Hosted on Acast. See acast.com/privacy for more information.

Paul's usual rattle through noteworthy news & views on macro. As usual, a rant about interest rates going up too far, and too fast, which is increasingly making me worry that we might be heading for a recession, due to policy mistakes by central banks. Hosted on Acast. See acast.com/privacy for more information.

Unconstrained by file size limit, Paul goes completely over the top in this detailed, but very long-winded review of the week's small-mid cap company results & trading statements.We have one mystery share too, which is Paul's best idea for the week, reserved for Stockopedia subscribers, because they're paying me! My commentary is always honest and independent, I never take money from any companies to promote them. Although as with everyone in the investment world, some of my stock ideas will be good, and some will be bad. That's because we cannot predict the future with 100% reliability. But my top 20 share picks for 2023 are now up 10% YTD, when the small caps market is down - not a bad start! Hosted on Acast. See acast.com/privacy for more information.