Small Caps Podcast with Paul Scott

A somewhat sorter podcast this week, as I'm away in Washington DC, meeting my American cousins (literally!) for the first time. What a gorgeous city too, I'll definitely be coming back, loads to see and do, and all so leafy & pleasant.Thanks to Graham for covering for me especially on Thu & Fri.

As always these are just my independent (nobody can buy our views!) opinions on many companies. You must do your own research, as we never give advice, just our view from a brief review of each share.

Lots of companies to cover again this week, as I summarise our opinions on many company trading updates & results.My macro view remains positive, as economic indicators improve, and I doubt the election is likely to have much effect either way.Plus a mystery share from Friday's report!Please remember we never give advice. These are just our honest, unbiased opinions, which are sometimes right, and sometimes wrong, as we cannot be expected to predict the future. So you must do your own research, and not rely on us, as we might miss something important, due to covering so many companies in a limited time available.

29 companies reviewed this week by Paul & Graham, in the UK's leading independent small caps commentary.Always just opinions, never recommendations. Remember nobody can buy our views, we do not take any money from companies.

Continuing my summary of the week's SCVRs. Always just my fallible opinions, never advice.

Yes I'm back in Gozo, my favourite tiny island of them all. A few technical problems, and drinking Cisk in the sun, means things didn't go completely to plan. Also podcastle stopped me and demanded a 145 Euro fee to continue, which didn't amuse me. So I paid the ransom, against all my principles, and continue in part 2.

I've been bullish for small caps since autumn 2023, and it's looking increasingly that I was right. Takeover activity (esp from US private equity) is almost daily proof that UK mid caps especially are often too cheap. Graham & I have seen c.20% gains in our top ideas lists in just 4 months. This is an exciting time to be buying cheap, carefully selected UK stocks I think, ignore the doomsters, they're way behind the curve!As always, we fling lots of ideas at you to look at, essentially doing your own more detailed research from our quick reviews. We're never recommending, just providing some ideas for research.