2 P's on a Pod: Profit Warnings, Takeovers & UK Small Caps

Jul 3, 2026

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

00:00 Portfolio performance in H1’26
02:45 Craneware 
17:25 CMC Markets 
21:45 Topps Tiles 
25:45 James Latham 
30:05 Activeops 
41:20 Focusrite 
45:15 Cake Box 
49:05 Proservice Building Services 
53:30 Seeing Machines 
58:50 Invinity Energy Systems 
61:50 JD Sports 
63:45 AdvancedADVT 
66:30 Filtronic 
69:40 Kooth 
73:05 Trifast 
76:40 Cerillion 
78:40 James Halstead 
80:20 Outlook for H2’26

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.