UK Small/Mid Caps Podcast with Paul Scott

My content has now moved to: https://paulypilot.substack.com/ Please join me there (it's free for a week or two, but will then become subscription for premium and current comment, but with some free stuff too). A very reasonable £100/year, or £10/month, which given I create c.250 daily reports, and the same number of podcasts, plus access to all my other stuff, is deliberately set to be affordable and good value, I hope! It's a lot of quality content for not much money, but I know people prefer things to be free - bur independent commentary has to be paid for, and remember I don't take any money from companies, so my stuff is all brutally honest, not PR!Also see my new weekly roundup show with Paul Hill on Vox Markets, the first show is here: https://www.youtube.com/live/fx6puuq21SE?si=9uUM335OSY7up5l5 Hosted on Acast. See acast.com/privacy for more information.

Just personal opinions, never advice or recommendations. Please always DYOR. Hosted on Acast. See acast.com/privacy for more information.

See previous notes. Hosted on Acast. See acast.com/privacy for more information.

10 companies covered in my Substack.com/@Paulypilot Hosted on Acast. See acast.com/privacy for more information.

A short daily podcast on small/mid caps. Let me know if this is of interest!As always, just my opinions, never advice, and please always do your own research & take professional advice if necessary. Hosted on Acast. See acast.com/privacy for more information.

This week was totally dominated by the Budget, with this week's Small Cap Value Reports (on Stockopedia) giving extensive coverage & interesting reader comments debating the pros & cons. Overall, I think the removal of uncertainty in many areas now allows businesses and individuals to plan ahead again, and I'm positive on the potential for an autumn/winter recovery in small caps, which often starts around this time of year.As usual, nothing is advice, these are just my personal opinions, which are sometimes right, and sometimes wrong - because nobody can reliably predict the future! Hosted on Acast. See acast.com/privacy for more information.

Press reporting suggests a substantial hike in employers NICs could be announced on this coming Wed 30 Oct's budget. I crunch some numbers, which demonstrate that retail and especially hospitality could be facing significant falls in profit, hence maybe best avoided until the dust has settled?Expect carnage if they cut AIM's IHT exemption, or a big rebound if they don't! Place your bets ...Lots of companies reporting again, with 5 profit warnings, 8 GREENs (things we like the most), and 7 AMBER/GREENs (moderately positive).As always, please remember I'm only giving my personal, fallible opinions here. You must do your own more detailed research, and not rely on my views, as they will sometimes be right, but sometimes wrong, and nobody knows what the future holds. Hosted on Acast. See acast.com/privacy for more information.

Sorry this is a week late. I rattle through 51 companies reporting between 14-18 Oct 2024. As always we find some potentially interesting ideas (remember we're only doing quick reviews, you need to do your own much more detailed research, hence why nothing is recommendations, just quick opinions).We're all waiting for the Budget, in case investors get clobbered. If not as bad as feared, then hopefully we could see buyers snap up UK small cap bargains. Hosted on Acast. See acast.com/privacy for more information.

I have a good rant about "trading updates" that don't even state if the company is ahead/in line/below market expectations. We need clearer, more honest reporting, not increased PR obfuscation!As always, my work is independent (my opinions cannot be bought!), but also fallible, since we cover so much ground and might not necessarily spot all the detail. Hence it is essential that you must do your own more detailed research. Our opinions are just that, they are never advice, nor recommendations, and are subject to change when the facts change, as they frequently do. Hosted on Acast. See acast.com/privacy for more information.

Discussing the recent volatility of the AIM market, listeners learn about seven profit warnings impacting smaller firms. The speaker analyzes the influence of geopolitical events on market dynamics and examines the implications of interest rate cuts. Insights are shared on investment strategies for the coming year, including a top 20 stock list. The importance of doing personal research is emphasized. Additionally, the performance of companies like Aston Martin and Eco Animal Health highlights the ongoing challenges and opportunities in small and mid-cap investing.