UK Small/Mid Caps Podcast with Paul Scott

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.

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Paul's usual commentary on UK small caps news & markets Hosted on Acast. See acast.com/privacy for more information.

Macro news discussed. Small caps still very depressed, with little volume, and not much sign of buoyant larger caps feeding through to investments in smaller companies. But lots of bargains to be had - so bad news is good news, longer term maybe? Hosted on Acast. See acast.com/privacy for more information.

Paul Scott runs through this week's small caps results & trading updates. Hosted on Acast. See acast.com/privacy for more information.

Paul regurgitates interesting snippets of news & views on broader macro & markets.Unfortunately, my voice recorder malfunctioned, and I thought I'd lost the recording, so there is a blank patch, and some swearing near the end, so my apologies for that.Also contains references to cross-dressing. Hosted on Acast. See acast.com/privacy for more information.

Lots of interesting shares covered this week. Paul summarises this week's Small Cap Value Reports, exclusively on Stockopedia.comAll reviews are just our personal opinions, never advice or recommendations.We tell it as we see it, so truly independent commentary that doesn't pull any punches! Hosted on Acast. See acast.com/privacy for more information.

This week has seen continued recovery in larger caps, but very depressed markets for small caps. Paul sees this positively - with very attractive (low!) valuations on many of the better quality small caps. Signs of slowing economies mean we're likely to see more profit warnings, which so far seem to be more in the BtoB sectors. Will consumer stocks surprise on the upside? It's possible, given 10% pay rises this month for pensioners, benefit claimants, and minimum wage - a major boost to household pay packets. Hosted on Acast. See acast.com/privacy for more information.