2 P's on a Pod: Is UK Takeover Activity Just Getting Started?
In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.
00:00 Advanced Medical Solutions
04:00 Recent buys
07:25 Spire Healthcare
12:45 Ramsdens
19:15 Segro
23:50 Easyjet
28:10 Gamma Communications
31:30 IP Group
33:40 ITV
37:00 Avingtrans
40:35 Distribution Finance Capital Holdings
44:35 Volex
48:50 Telecom Plus
51:25 Impact of change in tax treatment of cash held in ISAs
53:50 Moonpig
57:55 Gear4Music
60:25 McBride
67:55 MHA
73:15 Low margin retailers eg AO World , Halfords , etc
75:40 NIOX
78:15 BRCK / Brickability
80:05 Severfield
83:05 Carclo
Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.
