2 P's on a Pod: M&A Themes, Software Winners & Retail Reality

Apr 30, 2026

Watch on YouTube

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas.

 00:00 Treatt 
03:15 DCC 
06:10 TT Electronics 
07:55 Evoke 
12:15 Auction Technology 
14:45 Tate & Lyle 
17:40 Tracsis 
22:15 Activeops 
29:30 Eagle Eye 
32:20 Eleco 
37:00 Warpaint 
40:30 Seraphim Inv Trust 
44:50 Telecom Plus 
49:30 Card Factory 
54:10 Shoe Zone 
56:35 Sanderson Designs 
57:55 ASA International 
62:15 Ceres Power 
64:55 Synthomer 
69:05 GB Group 
70:05 Intercede 
73:10 Skillcast 
 

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.