UK Small/Mid Caps Podcast with Paul Scott

Some shock profit warnings this week, especially from Spirent (SPT) and XPP - one has sound finances, the other has an over-geared balance sheet, and now looks in trouble. It's vital to avoid over-stretched balance sheets right now.Also some nice opportunities I think too, with plenty of companies reporting in line. Hosted on Acast. See acast.com/privacy for more information.

3 mystery shares this week (for Stockopedia subscribers only!)Another very busy week, with dozens of company updates covered by Paul Scott in this podcast.As always, these are never recommendations, just quick reviews, and personal opinions, so it's vital to always do your own research. Hosted on Acast. See acast.com/privacy for more information.

I start off with a recap on my largest personal position, Plexus Holdings (POS).Quite a mixture of interesting companies doing well, eg Warpaint and Fonix Mobile. Plus plenty of awful, high risk things I'm avoiding! Hosted on Acast. See acast.com/privacy for more information.

Apologies for my absence last weekend, as I was sick with covid. Now mostly recovered, and testing negative, I'm pleased to report! Hosted on Acast. See acast.com/privacy for more information.

Lots of interesting companies reporting again this week. Paul rattles through dozens of small cap announcements, remember this is completely independent commentary, not PR! Companies cannot buy my opinion, it's not for sale! I just tell the truth as I see it. Also no ads, as your time is important, and I'm not going to try to earn 1p by wasting your time with some horrible annoying ads!Controversial topics this week included the CMA investigation into vets being acquired by corporates, and allegedly price gouging customers. Also does a large political donation by a vaping company's CEO merit attention? Hosted on Acast. See acast.com/privacy for more information.

A few profit warnings this week as tougher conditions start to bite in several cyclical sectors. It feels almost random how some bounce after a profit warning, whilst others continue falling. Very frustrating market conditions, with AIM now down 43% from its peak 2 years ago. However, Paul thinks we're over the worst, and relishes all the great value opportunities out there, but it's still a minefield. Hosted on Acast. See acast.com/privacy for more information.

Expert in UK small caps, Paul Scott, discusses topics such as weak profitability of Robert Walters, changing opinions on stocks, impact of drop in house prices, investment opportunities, opinions on small-cap stocks, and analyzing potential investments. Also, a discussion on a company's legal dispute and changing views based on latest figures.

Paul's usual weekly recap of the small caps results/trading updates which we wrote about in the Stockopedia Small Cap Value Reports. Plus a few macro/market thoughts, and trying without complete success to avoid politics! Hosted on Acast. See acast.com/privacy for more information.

I'm only doing 1 podcast per week now, as macro stuff takes too long to prepare, and you can find it in lots of other places already.Loads of interesting shares again this week, many defying the macro gloom & doom, and priced attractively cheaply I think. As always, not recommendations or advice, so always do your own research, as I might have missed something. Hosted on Acast. See acast.com/privacy for more information.

Paul took a few days off to enjoy a family holiday in Norfolk, but kept a close eye on the markets nonetheless. So many thanks to Graham and Roland, who did the heavy lifting in this week's Small Cap Value Reports on Stockopedia, Mon-Weds. Loads of companies reporting, as always, we try to sort the wheat from the chaff! Hosted on Acast. See acast.com/privacy for more information.