In this investing masterclass, accomplished UK fund manager Gervais Williams of Premier Miton takes me through his view of the markets and latest thoughts on 22 stock ideas. 

00:00 Outlook for small/midcap equities.

02:50 Opportunity for gold and strategic metals miners,

04:30 Thor Explorations

06:55 KEFI Gold & Copper

08:55 Gold price

10:15 Guardian Metal Resources

12:10 Beeks Financial

14:45 Eleco

16:50 Concurrent Technologies

19:15 Raspberry Pi

23:35 CML Microsystems

25:25 Gamma Communications

25:50 Windar Photonics

29:10 Intercede

31:35 Churchill China

32:35 Plexus

35:35 Savanna Energy

36:50 Paypoint

39:20 CMC Markets

41:50 AO World

44:45 Supreme

47:35 Zotefoams

50:35 Geigner Counter

51:55 Cyanconnode

54:05 Favourite stock idea for next 12 months: Atome