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In this week’s smallcap investing show, UK equity analyst & capital markets Paul Scott & I discussed our latest thoughts on 21 stock ideas:
00:00 Key learnings from Trump’s trade tariff volatility
07:25 Treatt
18:15 Churchill China
23:00 JD Sports
27:40 Ramsdens
30:40 Gooch & Housego
34:55 Everplay (formerly Team17)
37:25 THG (ie TheHutGroup)
41:05 Oxford Biomedica
44:25 hVivo
47:35 Gulf Marine Servies
51:30 Cavendish
54:0 Intercede
54:45 Flowtech Fluidpower
57:25 Calnex Solutions
1:01:45 CML Microsystems
1:05:45 Xaar
1:06:45 Quartix Tech
1:08:05 Epwin
1:11:30 Oxford Metrics
1:13:45 XPP
1:15:55 ITV
#TET #CHH #JD. #RFX #GHH #EVPL #THG #OXB #HVO #GMS #CAV #IGP
#FLO #CLX #CML #XAR #QTX #EPWN #OMG #XPP #ITV