UK Small/Mid Caps Podcast with Paul Scott

Paul's usual weekly recap of small caps news from Stockopedia small cap value reports Hosted on Acast. See acast.com/privacy for more information.

We’ve seen profit-taking in the last fortnight, which is to be expected after such a good run in many shares since October’s lows.Apologies for last week’s absence, I’ve caught up by covering 2 weeks’ worth of UK small caps news in this latest podcast, summarising the best bits from Stockopedia’s famous Small Cap Value Reports, written by Paul Scott, Graham Neary, and guest star Roland Head.As always, we’re just expressing our opinions, which will sometimes turn out to be right, and sometimes wrong, because things change. Hosted on Acast. See acast.com/privacy for more information.

Paul's wondering if the big rally in small caps might be getting a bit overheated?The avalanche of company news is now receding, and Paul even managed a face-to-face company meeting this week, for the first time post covid, which was a great pleasure. There's really no substitute for meeting management. Hosted on Acast. See acast.com/privacy for more information.

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

With 2022 trading updates still coming thick & fast, Paul rattles through dozens of small cap shares that have updated the market.No time for macro comments. Quote at end is very interesting, from Guy Hands' autobiography, "The Dealmaker" - highly recommended. A warts & all account of his life, successes & failures. Hosted on Acast. See acast.com/privacy for more information.

Paul Scott rattles through 62 (a new record!) UK small caps trading updates, written about in this week’s Small Cap Value Reports (exclusively available on Stockopedia)A big boost to my personal portfolio occurred on Friday, with a 200% premium takeover bid for Seraphine (BUMP). It was high risk: high reward, so I’m very relieved an excellent outcome has happened. Maybe more luck than judgement!Plus some brief macro news/views towards the end of this recording. I’m still a bit wary of this frantic “everything rally” we’ve had since October.Do leave feedback or reviews, thanks Paul. Hosted on Acast. See acast.com/privacy for more information.

Paul Scott interviews Sam Bazini, founder/CEO of makeup company Warpaint London.I’ve been impressed with strong performance, and a series of “ahead of expectations” updates from W7L, so I approached the company to see what’s driving this out-performance, and whether it’s likely to be sustained.Please note this interview is for general interest, and is NOT advice or a recommendation. This is an independent interview – no fee was charged, and Paul does not have any personal shareholding in the company. Hosted on Acast. See acast.com/privacy for more information.

Paul Scott’s weekly recap of interesting UK small cap announcements included in the Small Cap Value Reports on Stockopedia.comA deluge of trading updates, we’ve been super-busy, covering a record 46 companies! Mostly in line updates, and surprisingly some ahead of expectations ones too. 8 profit warnings. Hosted on Acast. See acast.com/privacy for more information.

Paul Scott has written the Small Cap Value Reports on Stockopedia for the last 10 years, and reviews each day's small caps results & trading updates, offering analysis & opinion. Hosted on Acast. See acast.com/privacy for more information.

Recapping on a short week, with only 3 Small Cap Value Reports on Stockopedia.comPaul also ponders themes for 2022, and 2023.Wishing all listeners a very happy new year! Hosted on Acast. See acast.com/privacy for more information.