Small-cap Investing with Paul Hill and Paul Scott

Aug 14, 2025

In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas. 

00:00 Macro thoughts, valuations, QE and UK smallcaps (05:30 Ultimate Products) 

09:50 Treatt 

18:50 Warpaint

22:15 CREO Medical 

26:20 Supermarket Income REIT 

28:50 Gambling stocks & Rank Group 

30:35 Mears 

34:00 Pennant International 

38:10 Gemfields 

40:45 Shoe Zone 

44:25 XP Factory 

49:20 Altitude Group

50:50 DotDigital 

53:35 Trufin 

57:20 Calnex 

61:05 Beeks Financial 

64:25 MHA 

67:15 Pagegroup 

70:30 B&M 

73:35 Softcat

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.