In this week’s live Exchange, professional investor & ex-fund manager, Jamie Ward discussed his latest thoughts on the following:

00:00 Is the recent ‘tariff induced’ rally sustainable or a ‘dead cat bounce’?

02:10 Passive vs active funds

07:05 WISE

14:45 Burberry

19:25 JD Sports

22:15 Frasers

28:20 Vistry

32:00 RWS

36:00 Brave Bison

41:00 Roberts Walters

43:00 Focusrite

46:55 Camellia

51:05 Agronomics

55:10 Portfolio construction, stock concentration & risk management

60:40 DCC

64:00 SDI

66:15 Favourite stock for next 12 months. DCC

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.

00:00 Is the recent ‘tariff induced’ rally sustainable or a ‘dead cat bounce’

04:00 HAT and M&A activity

06:10 Potential other M&A targets eg Inspiration Healthcare

11:40 Eurocell

15:55 Wickes

18:50 Brickability & Michelmersh

21:35 Marks & Spencer

25:00 Cranswick

27:10 Diaceutics

30:25 Tristel

33:30 RNK

37:05 Venture Life

41:15 MacFarlane

44:20 Foresight Group

48:20 ITM Power

52:55 Watches of Switzerland

57:00 Victorian Plumbing

61:45 What is a ‘coffee can’ stock?

62:30 Ultimate Products

66:00 Gooch & Housego

68:35 Mobico

71:55 Big Technologies

74:40 Argentex

#HAT #IHC #ECEL #WIX #BRCK #MBH #MKS #CWK #DXRX #TSTL #RNK #VLG #MACF #FSG #ITM #WOSG #VIC #ULTP #GHH #MCG #BIG #AGFX

What are batteries, how do they work, what are cycles, cycle-lives, and what are the different types of battery? What are the opportunities for investors interested in the battery space, and what will advances in these technologies mean for the future? John Wood is chief executive of Gelion, a company developing sulfur-based battery technologies. He joins us with the answers

Riverfort Global has announced a reverse takeover of S-Ventures, a wellness and healthfood company. Here to tell us all the details, Nick Lee of Riverfort and Scott Livingstone of S-Ventures

In this fascinating interview, accomplished UK small/midcap fund manager James Taylor of M&G takes me through the below 17 stock ideas.

00:00 Outlook for UK small/midcaps and M&A activity

03:45 Avon Protection

06:35 Senior

10:20 Victrex

14:30 Premier Foods

18:40 Currys

22:00 Dominos Pizza

25:30 Watches of Switzerland

31:20 Keller

34:15 Marshalls

38:15 Serica Energy

43:50 Hunting

47:45 M&C Saatchi

52:10 Savills

55:00 Everplay

58:50 Oxford Nanopore Technologies

1:03:35 Wilmington

1:06:25 Favourite stock idea - DFS Furniture

Klaus Eckhof gives us the latest Rome Resources #RMR, following the resumption of the company's activities on the ground in the DRC. Drilling is ongoing, assays are expected, and a resource update is due within a number of weeks. Will the project be economic? - well, the grades are good, they improve at depth, and major tin producer Alphamin is close by.

Watch on YouTube

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas.

00:00 Implications of US and UK interest rates decisions

04:45 Big Technologies

09:15 Renishaw

13:55 Filtronic

16:35 XP Factory

20:25 Victrex

22:20 1Spatial

26:35 Anpario

27:40 Windar Photonics

30:45 Facilities of ADF

36:20 Card Factory

38:15 Trainline

42:40 Gulf Marine Services

46:05 James Cropper

49:15 CT Automotive

53:20 Polarean Imaging

55:30 Pulsar Group

59:35 Skillcast

1:01:30 Redcentric

1:05:55 Franchise Brands

1:08:35 Character Group

#BIG #FTC #RCN #RSW #VCT #XPF #POLX #ANP #WPHO #GMS #CARD #TRN #SPA #PULS #SKL #CRPR #FRAN #CTA #ADF #CHAR

Sam Spring spent many years as a mining analyst in London before moving to Australia to run Kincora Copper, a copper explorer and project generator. In this in-depth conversation, Sam talks about the supply-demand dynamics in the copper industry, what makes a good copper project, and how investors can get a handle on companies that might, or might not, succeed.

In this fascinating interview, accomplished UK small/midcap fund manager William Tamworth of Artemis takes me through the below 17 stock ideas: 

00:00 Outlook for UK smallcaps

05:15 M&A activity and Corpay’s approach for Alpha International

08:55 Babcock International

11:45 Qinetiq

15:20 Moneysupermarket or MONY

18:30 Telecom Plus

22:15 Moonpig

25:30 Onthebeach

27:25 How important is cashflow yield as a stock picking metric?

28:55 Warpaint

31:10 Mears

34:45 MJ Gleeson & potential Building Safety Levy

38:45 Henry Boot

41:30 GB Group

45:40 Yougov

48:35 NCC

51:50 AOTI Inc

55:40 RWS Holdings

58:25 Beeks Financial Cloud

60:05 Favourite stock idea - Alpha International

#ALPH #BAB

#QQ. #MONY #TEP #MOON #OTB #W7L #MER #GLE #BOOT #GBG #YOU #NCC #AOTI #RWS #BKS

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 24 stock ideas.

00:00 CMA’s findings wrt UK drug pricing for pets CVS Group & Pets at Home

07:10 This week’ sells (Gemfields) and buys (08:35 Greggs & UK long bonds)

13:35 Genus

18:40 Clarkson & impact of Trump’s tariffs

24:05 Victrex

27:00 LBG Media

29:35 MPAC

33:15 Trifast

36:55 Strix

39:00 DRX

43:00 Eleco

47:50 Tracsis

49:35 Corero Network Security

52:20 Focusrite

56:00 Restore

58:55 Cambridge Cognition

61:30 UK house builders - Taylor Wimpey & Persimmon63:00 Aberdeen & Jupiter

65:30 Whitbread

68:45 Carclo

Finally, if anyone or any company would like to sponsor this Smallcap Investing series (re naming rights), then please feel free to contact me here or via my email [email protected] .

Published by Vox Markets