UK Small/Mid Caps Podcast with Paul Scott

Paul’s weekly podcast summary of UK small caps results & trading updates, covered in the Small Cap Value Reports on Stockopedia.com – many thanks to everyone who subscribes.As always, these are never share recommendations, we’re just flinging lots of ideas at you, for your own more detailed research if you like the sound of them. We always disclose if we hold any individual share personally.See part 2 for macro/markets news & views. Hosted on Acast. See acast.com/privacy for more information.

Paul Scott interviews Mike Raybould, CEO of Portmeirion Group – owner, and manufacturer of famous pottery and homeware brands.2022 results impressed me, with the company back up to pre-pandemic level of profits. Yet the market has taken little notice, with the share price still bombed out, and offering obvious value to investors (forward PER of 6.8, and a 5% dividend yield, covered 3x).See the company’s investor relations website here for a downloadable slide presentation pack, very interesting.Also see InvestorMeetCompany for a recorded video webinar of recent results.In this interview I ask Mike about specific topics of interest to me, and I tried not to duplicate too much material available elsewhere.Please note this interview is for general interest, and is NOT advice or a recommendation. This is an independent interview – no fee was charged. Paul does have a personal shareholding in the company. These interviews are for general interest, not a commercial enterprise.I hope you find it interesting, and do leave your feedback/comments. Hosted on Acast. See acast.com/privacy for more information.

Belvoir has established an excellent track record of growth (e.g. profits up c.3-fold in the last 5 years). Yet the shares have been languishing of late, despite decent 2022 results announced this week. I see value in the shares, and like the 5% dividends, plus self-financed acquisitive growth.In this interview I tried not to duplicate a very comprehensive recent webinar here on InvestorMeetCompany, so suggest people watch that first, then my interview which tries to focus on some other points.The company’s comprehensive presentation slide deck is here, well worth a look, for more detail.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. These interviews are for general interest, not a commercial enterprise. Hosted on Acast. See acast.com/privacy for more information.

A separate 30m podcast covering all the macro stuff, in a week once again dominated by banking turmoil. Hosted on Acast. See acast.com/privacy for more information.

A 2-part podcast on UK small caps news this week, as there's so much to cover - we reported on 48 small cap results/trading updates. One mystery share (for Stockopedia subscribers). Plenty of interesting companies reporting, and plenty of dogs to warn you about too! Hosted on Acast. See acast.com/privacy for more information.

Another week dominated by the banking crisis, with equity markets sharply down. Paul gives a personal view on the issues, and runs through some interesting smaller company results & trading updates. One mystery share this week - see Friday's SCVR for more details. Hosted on Acast. See acast.com/privacy for more information.

Paul runs through the UK small caps reporting results & trading updates. Plus thoughts on the WANdisco fraud, banking collapse of SVB, and lots of profit warnings. It's all looking rather wobbly again. Hosted on Acast. See acast.com/privacy for more information.

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.