The Vox Markets Podcast 2100: Small-cap Investing with Paul Hill and Paul Scott
18 snips
May 22, 2025 
This discussion features Paul Scott, a stock analyst and markets commentator, known for his insights on UK small-cap companies. They dive into 22 stock ideas, highlighting firms like Renold and Restore, while exploring the implications of M&A activity. Topics such as the potential impact of AI on Future Group and ITV's strategic positioning in a shifting media landscape are also covered. The pair analyze financial health across various sectors, offering a cautious yet optimistic view on investment opportunities in small-cap markets.
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Velocity Composites Needs Profit Growth
- Velocity Composites has high barriers to entry and certified supply contracts but remains unprofitable.
- Potential exists but needs to improve profits before becoming attractive.
Calnex Poised for Telecom Recovery
- Calnex Solutions experiences profit swings tied to telecom cycle.
- Strong net cash and operational gearing offer recovery potential if demand improves.
ITV: Value in Streaming & Studios
- ITV combines stable terrestrial TV, growing streaming, and studios with strong dividend yield.
- Its low PE and financing support value despite media shift fears.