UK Small/Mid Caps Podcast with Paul Scott

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.

Paul Scott & Graham Neary write the daily Small Cap Value Reports on Stockopedia.This is a summary of the companies we looked at, and also some macro/markets thoughts from Paul nearer the end. Hosted on Acast. See acast.com/privacy for more information.

Andy Gossage of UPGS answers my questions following publication today of strong results for FY 7/2022. Also a solid current trading update. So where's the consumer downturn? Andy makes lots of interesting points about supply chain, freight costs, gross margins, and other things of wider read-across to many other companies. UPGS sailed through the pandemic, and they seem pretty confident about sailing through this downturn too.As always, this is just for general interest, and is NOT a recommendation, nor advice. I did not charge a fee, and do not hold the shares personally. Hosted on Acast. See acast.com/privacy for more information.

Continuing my series of CEO interviews, where I approach companies that are performing particularly well. Revenues & profits have shot up at Cerillion since 2020, and its founder/CEO Louis Hall explains how various factors have come together to create a big opportunity for this software company specialising in providing mission-critical services for telcos globally.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.