(sound starts at 00:28 – sorry, I don’t have my usual audio editing software with me, as I’m in Malta)

Paul interviews renowned investor Richard Crow @CockneyRebel, who gives us his latest macro thoughts, and lots of stock ideas for us to research ourselves (Richard holds most of the shares we discuss)

Our last interview was here in July 2022.

Richard is bullish, seeing the market as exceptionally cheap right now. He’s also upbeat about the outlook for consumer-facing stocks, and runs through lots of interesting share ideas.

As always, we’re never giving advice or recommendations, and some of these stock ideas will do well, and some badly. That’s the way it always goes. Richard has an excellent long-term track record, which is why I value his opinions.

Here is the link to Richard's recently launched shares blogging website.

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Is the banking turmoil receding? Possibly, we don’t know. Lots of other interesting snippets that I picked up over the week. Overall, as explained, I see positive signs, which combined with bombed out small cap valuations, means we’re seeing bargains galore. But the ever-present risk of profit warnings means it won’t be plain sailing.

As always, just my views, which are sometimes right, sometimes wrong. Never advice or recommendations, you must do your own research, thanks.

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Paul’s weekly podcast summary of UK small caps results & trading updates, covered in the Small Cap Value Reports on Stockopedia.com – many thanks to everyone who subscribes.

As always, these are never share recommendations, we’re just flinging lots of ideas at you, for your own more detailed research if you like the sound of them. We always disclose if we hold any individual share personally.

See part 2 for macro/markets news & views.

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Paul Scott interviews Mike Raybould, CEO of Portmeirion Group – owner, and manufacturer of famous pottery and homeware brands.

2022 results impressed me, with the company back up to pre-pandemic level of profits. Yet the market has taken little notice, with the share price still bombed out, and offering obvious value to investors (forward PER of 6.8, and a 5% dividend yield, covered 3x).

See the company’s investor relations website here for a downloadable slide presentation pack, very interesting.

Also see InvestorMeetCompany for a recorded video webinar of recent results.

In this interview I ask Mike about specific topics of interest to me, and I tried not to duplicate too much material available elsewhere.

Please note this interview is for general interest, and is NOT advice or a recommendation. This is an independent interview – no fee was charged. Paul does have a personal shareholding in the company. These interviews are for general interest, not a commercial enterprise.

I hope you find it interesting, and do leave your feedback/comments.

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Belvoir has established an excellent track record of growth (e.g. profits up c.3-fold in the last 5 years). Yet the shares have been languishing of late, despite decent 2022 results announced this week. I see value in the shares, and like the 5% dividends, plus self-financed acquisitive growth.

In this interview I tried not to duplicate a very comprehensive recent webinar here on InvestorMeetCompany, so suggest people watch that first, then my interview which tries to focus on some other points.

The company’s comprehensive presentation slide deck is here, well worth a look, for more detail.

Please note this interview is for general interest, and is NOT advice or a recommendation. This is an independent interview – no fee was charged, and Paul does not have any personal shareholding in the company. These interviews are for general interest, not a commercial enterprise.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.