UK Small/Mid Caps Podcast with Paul Scott

Part 2 of this week's UK small caps podcast from Paul Scott (and brother Andy on saxophone) Hosted on Acast. See acast.com/privacy for more information.

Sorry the voice recorder crashed after 14 minutes. The rest is in part 2.Paul's usual weekly summary of the main points in the week's Small Cap Value Reports (SCVRs) exclusively on Stockopedia.Never advice, just my personal opinions - sometimes wrong, sometimes right. Hosted on Acast. See acast.com/privacy for more information.

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

Paul's usual weekly recap of the SCVRs on Stockopedia Hosted on Acast. See acast.com/privacy for more information.

Apologies for this episode being late. I run through the companies we reported on last week, in the Stockopedia small cap value reports. Lots of profit warnings, which makes me nervous about this market rally. Hosted on Acast. See acast.com/privacy for more information.

This week's summary of UK small cap results, covers loads of companies, and macro points. Hosted on Acast. See acast.com/privacy for more information.

This week was dominated by the Mello Chiswick investor conference, which I thoroughly enjoyed. But Graham and I still managed to publish 5 Small Cap Value Reports, with an unprecedented 4 mystery shares!As always, this is never investment advice, nor recommendations, it's just my personal opinions. Hosted on Acast. See acast.com/privacy for more information.

A powerful rally in markets continued, as hopes for peak inflation & interest rates have grown. However, the UK is moving into a recession, and corporate earnings have only begun falling. So could this be a bear market rally? I'm cautious, but also excited by some of the very low individual company valuations.As always, nothing in this podcast is advice or recommendations, just my personal opinions – which sometimes turn out to be wrong, sometimes right.I appreciate any feedback, so please feel welcome to leave comments about companies or macro, or these podcasts more generally. Hosted on Acast. See acast.com/privacy for more information.

Paul Scott interviews Nick Kelsall, CEO of bathroom fittings group, Norcros (NXR).Resilient H1 results were published this week by Norcros. I ask Nick about various topical issues, such as inflation, sourcing from China, recession, acquisitions, bank borrowings, the low valuation on NXR shares despite many legacy issues now having been dealt with, or greatly reduced (e.g. pension deficit).Please bear in mind that this is for general interest, it is NOT a recommendation or financial advice. You need to do your own research, and take advice as appropriate. I did not charge a fee, and I do not hold any shares personally. Hosted on Acast. See acast.com/privacy for more information.

I asked to speak to the CEO of Virgin Wines, after being impressed with resilient results for FY 6/2022. VINO also has a strong balance sheet, with net cash. The share price has fallen a lot since IPO, and now strikes me as being decent value, providing holds up during the seemingly likely recession.NB. These podcasts are for general interest only, they are not recommendations or advice. I did not receive a fee (or any free wine!), and do not hold any shares personally. Please always do your own research. Hosted on Acast. See acast.com/privacy for more information.