UK Small/Mid Caps Podcast with Paul Scott

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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.

Paul was on holiday in Gozo, so this week's SCVRs were written by Graham & Roland.In this podcast, Paul runs through the week's small cap results & trading updates, and gives more detailed views on D4T4 and Saga updates.Part 2 will be up later, for macro/markets news & views. Hosted on Acast. See acast.com/privacy for more information.

(sound starts at 00:28 – sorry, I don’t have my usual audio editing software with me, as I’m in Malta)Paul interviews renowned investor Richard Crow @CockneyRebel, who gives us his latest macro thoughts, and lots of stock ideas for us to research ourselves (Richard holds most of the shares we discuss)Our last interview was here in July 2022.Richard is bullish, seeing the market as exceptionally cheap right now. He’s also upbeat about the outlook for consumer-facing stocks, and runs through lots of interesting share ideas.As always, we’re never giving advice or recommendations, and some of these stock ideas will do well, and some badly. That’s the way it always goes. Richard has an excellent long-term track record, which is why I value his opinions.Here is the link to Richard's recently launched shares blogging website. Hosted on Acast. See acast.com/privacy for more information.

Is the banking turmoil receding? Possibly, we don’t know. Lots of other interesting snippets that I picked up over the week. Overall, as explained, I see positive signs, which combined with bombed out small cap valuations, means we’re seeing bargains galore. But the ever-present risk of profit warnings means it won’t be plain sailing.As always, just my views, which are sometimes right, sometimes wrong. Never advice or recommendations, you must do your own research, thanks. Hosted on Acast. See acast.com/privacy for more information.