2212: Small-cap Investing with Paul Hill and Paul Scott
Update: 2025-10-15
Description
In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 27 stock ideas.
00:00 CMA findings on the UK Vet industry and impact for Pets-at-home and CVS Group
05:25 Is this a bear or bull market for smallcaps?
06:30 Activeops
11:50 1Spatial (also 17:25 & 30:50 )
15:05 Getbusy
17:40 Hollywood Bowl
19:10 Sanderson Designs
21:55 Sosander
23:40 AB Dynamics
27:15 Oxford Instruments
31:20 Gamma Communications
34:15 Feedback from call with Tribal management
39:30 Impact of lower crude price on oil field services industry, Hunting, Plexus & Gulf Marine Services
42:30 Yougov
45:40 Synectics
48:40 Gear4music
50:30 Morgan Advanced Materials
52:55 Oxford Metrics
55:25 Morgan Sindall
57:35 Bytes Technology
59:30 Gaming Realms
1:01:40 Big Yellow & Safestore
1:02:55 Goodwin
1:05:00 Software Circle
00:00 CMA findings on the UK Vet industry and impact for Pets-at-home and CVS Group
05:25 Is this a bear or bull market for smallcaps?
06:30 Activeops
11:50 1Spatial (also 17:25 & 30:50 )
15:05 Getbusy
17:40 Hollywood Bowl
19:10 Sanderson Designs
21:55 Sosander
23:40 AB Dynamics
27:15 Oxford Instruments
31:20 Gamma Communications
34:15 Feedback from call with Tribal management
39:30 Impact of lower crude price on oil field services industry, Hunting, Plexus & Gulf Marine Services
42:30 Yougov
45:40 Synectics
48:40 Gear4music
50:30 Morgan Advanced Materials
52:55 Oxford Metrics
55:25 Morgan Sindall
57:35 Bytes Technology
59:30 Gaming Realms
1:01:40 Big Yellow & Safestore
1:02:55 Goodwin
1:05:00 Software Circle
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