UK Small/Mid Caps Podcast with Paul Scott

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.

Paul's recap of the week's Small Cap Value Reports on Stockopedia Hosted on Acast. See acast.com/privacy for more information.

With interest rates on bonds now being much more attractive, and safer than equities, are they worth considering as part of a balanced portfolio?NB. This is a specialist area, so please take appropriate advice. This is for general interest only, and we're not making any recommendations or giving any advice. Hosted on Acast. See acast.com/privacy for more information.

Paul Scott’s regular weekly recap of the Stockopedia.com Small Cap Value Reports (now in its 10th year!)Please remember this is all just my personal opinions, it's never advice or recommendations. Our ethos at Stockopedia is to encourage everyone to do your own research. Hosted on Acast. See acast.com/privacy for more information.

Paul Scott interviews David Stirling, CEO of Zotefoams (ZTF).These are my criteria for choosing companies that I ask to do an interview (it’s by invitation only!)Good recent trading & outlook,Strong balance sheet,Good management & strategy, executing well, andReasonable share price valuation.Zotefoam fits the bill, so here I run through some questions with its CEO, David Stirling. Note that he was at a trade show in Germany, so the mobile phone signal wasn’t ideal, apologies for this, but it’s fine I think, we can hear what he says.A written summary will be posted later on Stockopedia.Disclaimers – I did not charge any fee for this interview. I do not hold shares personally in ZTF. This podcast is for general interest only, it is NOT financial advice nor a recommendation, so as always, please do your own research. Hosted on Acast. See acast.com/privacy for more information.

Paul Scott interviews Lisa Montague, CEO of Sanderson Design Group (SDG).Disclaimers – I did not charge any fee for this interview. I do not hold shares personally in SDG. This podcast is for general interest only, it is NOT financial advice nor a recommendation, so as always, please do your own research. Hosted on Acast. See acast.com/privacy for more information.

Please bear in mind this podcast is just my personal opinions. It is NEVER financial advice, or share recommendations. Please always do your own research. I'M NOT A TIPSTER! Just personal commentary, of things that I've found interesting during the week. Hosted on Acast. See acast.com/privacy for more information.

Disclaimers – I did not charge any fee for this interview. I do hold shares personally, intended as a long-term investment. This podcast is for general interest, it is NOT financial advice nor a recommendation, so as always, please do your own research. Hosted on Acast. See acast.com/privacy for more information.