2Ps on a Pod — Is M&A Activity in UK Small Caps Telling Us Something the Market Isn't?

Mar 18, 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 21 stock ideas.

00:00 Sectors potentially benefiting from the war in Iran
02:45 Eleco 
06:55 CAB Payments 
10:45 System1 
13:50 M&C Saatchi 
17:10 Trustpilot 
20:20 Close Brothers 
23:45 TP ICAP 
26:40 Funding Circle 
33:45 Vistry 
37:45 Victrex 
43:30 Intercede 
49:25 Beeks Financial 
53:25 Fonix 
57:20 Tribal 
60:45 Spire Healthcare  and UK M&A activity
66:45 ITV 
70:45 JD Sports 
75:25 Intuitive Investments 
82:00 Zotefoams 
84:50 Somero Enterprises 
86:50 Eagle Eye 

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