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



