2 P's on a Pod: Profit Warnings, Geopolitics & the Hunt for Value

Mar 25, 2026

Watch on YouTube

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas.

Apologies for the quality of my video today (tech issue), albeit the sound fine.

00:00 How to deal with the current extreme market volatility and pain
03:30 Goodwin 
09:20 Spire Healthcare 
13:10 Pinewood AI Tech 
16:25 Volex 
19:30 Luceco 
22:25 Gamma Communications 
26:00 Crest Nicholson  & housebuilders
30:30 Grainger 
32:10 NIOX 
35:05 PZ Cussons 
37:05 S4 Capital 
39:40 The Mission Group 
43:10 Yougov 
48:45 Personal Group 
51:05 Mortgage Advice Bureau 
53:30 AOTI 
56:30 Bloomsbury Publishing  

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.