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

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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 Follow | CRW
17:25 CMC Markets Follow | CMCX
21:45 Topps Tiles Follow | TPT
25:45 James Latham Follow | LTHM
30:05 Activeops Follow | AOM
41:20 Focusrite Follow | TUNE
45:15 Cake Box Follow | CBOX
49:05 Proservice Building Services Follow | PRO
53:30 Seeing Machines Follow | SEE
58:50 Invinity Energy Systems Follow | IES
61:50 JD Sports Follow | JD.
63:45 AdvancedADVT Follow | ADVT
66:30 Filtronic Follow | FTC
69:40 Kooth Follow | KOO
73:05 Trifast Follow | TRI
76:40 Cerillion Follow | CER
78:40 James Halstead Follow | JHD
80:20 Outlook for H2’26