UK Small/Mid Caps Podcast with Paul Scott

A rather depressing outlook for macro/markets this week, as excessive interest rate hikes look set to possibly tip us into recession, and increase debt defaults. Hosted on Acast. See acast.com/privacy for more information.

Some interesting, and controversial companies reporting this week. Paul Scott and Graham Neary write the Small Cap Value Reports on Stockopedia, along with civilised and sensible community commentary from our subscribers. In these podcasts, Paul rattles through the week's reports in an audio format to please the UK's dog-walking and gym-going small cap investor community :-) Hosted on Acast. See acast.com/privacy for more information.

Paul Scott ponders the interesting news & views picked up this week, with a rise in UK core inflation being the main jolt, which has increased interest rate expectations. It's all looking rather more negative unfortunately. Hosted on Acast. See acast.com/privacy for more information.

Lots of interesting company updates in the UK small caps space, including several profit warnings. It's feeling more cautious out there, for sure.This regular weekly podcast is a fast-paced monologue from Paul Scott, lead writer of the Small Cap Value Reports on Stockopedia.com Hosted on Acast. See acast.com/privacy for more information.

Not a lot to report this week, but Paul ponders the general macro overview, and wonders whether the big & rapid interest rate hikes might be setting us up for a slide into recession?Also a motivational quote from a friend, on how to deal with heavy losses in the stock market. Hosted on Acast. See acast.com/privacy for more information.

Paul Scott, UK small caps specialist, runs through the main items covered in this week's Small Cap Value Reports from Stockopedia.com, written by Paul and Graham Neary, with occasional help from Roland Head.Most companies are still reporting results in line with expectations, but some profit warnings too. Hosted on Acast. See acast.com/privacy for more information.

Paul talks about the latest news on interest rates, inflation, etc. Hosted on Acast. See acast.com/privacy for more information.

Paul Scott runs through the companies covered in this week’s Small Cap Value Reports on Stockopedia.comAs usual, Paul doesn’t pull any punches with criticism of poor results, especially from eCommerce giants Asos and THG – both look like possible zeroes, if they’re not able to pull off their turnaround plans.Profit warnings from building products suppliers MSLH and ECEL come into focus – is the sector now cheap enough to bottom-fish for a recovery in 2024 and beyond? Maybe, who knows!?Plus dozens of other companies that Paul & Graham reviewed.Paul also explains our traffic light system – which we assumed would be obvious, but for anyone confused;Green means a company looks securely financed (so low risk of dilution/insolvency), is trading OK, and looks reasonably priced.Amber means no strong view either way, andRed means there are significant problems, especially over financing, dilution risk, see more detail in our reports which will spell out the risks.Can we predict what future share prices will do? No, because the market is driven by investor sentiment, and sometimes higher risk shares can produce strikingly good share price movements. All we’re saying with our traffic light system is – this is our initial view, and over to you for the detailed research of your own. Hopefully we save people time by flagging good and bad points about each share, that’s the idea! Hosted on Acast. See acast.com/privacy for more information.

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Dozens of small caps reported trading updates & results, which Paul rattles through here. Hosted on Acast. See acast.com/privacy for more information.