Explorez tous les épisodes du podcast Small Caps Podcast with Paul Scott

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Always just my personal opinions, never advice or recommendations. DYOR please!

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As always, just my personal opinions, never advice or recommendations.

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Put time stamps in here later.

Mains ones -

VLX (xx:xx))

TTG

SOLI

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My content has now moved to: https://paulypilot.substack.com/

Please join me there (it's free for a week or two, but will then become subscription for premium and current comment, but with some free stuff too).

A very reasonable £100/year, or £10/month, which given I create c.250 daily reports, and the same number of podcasts, plus access to all my other stuff, is deliberately set to be affordable and good value, I hope! It's a lot of quality content for not much money, but I know people prefer things to be free - bur independent commentary has to be paid for, and remember I don't take any money from companies, so my stuff is all brutally honest, not PR!

Also see my new weekly roundup show with Paul Hill on Vox Markets, the first show is here: https://www.youtube.com/live/fx6puuq21SE?si=9uUM335OSY7up5l5

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A short daily podcast on small/mid caps. Let me know if this is of interest!

As always, just my opinions, never advice, and please always do your own research & take professional advice if necessary.

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This week was totally dominated by the Budget, with this week's Small Cap Value Reports (on Stockopedia) giving extensive coverage & interesting reader comments debating the pros & cons. Overall, I think the removal of uncertainty in many areas now allows businesses and individuals to plan ahead again, and I'm positive on the potential for an autumn/winter recovery in small caps, which often starts around this time of year.

As usual, nothing is advice, these are just my personal opinions, which are sometimes right, and sometimes wrong - because nobody can reliably predict the future!

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Press reporting suggests a substantial hike in employers NICs could be announced on this coming Wed 30 Oct's budget. I crunch some numbers, which demonstrate that retail and especially hospitality could be facing significant falls in profit, hence maybe best avoided until the dust has settled?

Expect carnage if they cut AIM's IHT exemption, or a big rebound if they don't! Place your bets ...

Lots of companies reporting again, with 5 profit warnings, 8 GREENs (things we like the most), and 7 AMBER/GREENs (moderately positive).

As always, please remember I'm only giving my personal, fallible opinions here. You must do your own more detailed research, and not rely on my views, as they will sometimes be right, but sometimes wrong, and nobody knows what the future holds.

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Sorry this is a week late. I rattle through 51 companies reporting between 14-18 Oct 2024. As always we find some potentially interesting ideas (remember we're only doing quick reviews, you need to do your own much more detailed research, hence why nothing is recommendations, just quick opinions).

We're all waiting for the Budget, in case investors get clobbered. If not as bad as feared, then hopefully we could see buyers snap up UK small cap bargains.

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I have a good rant about "trading updates" that don't even state if the company is ahead/in line/below market expectations. We need clearer, more honest reporting, not increased PR obfuscation!

As always, my work is independent (my opinions cannot be bought!), but also fallible, since we cover so much ground and might not necessarily spot all the detail. Hence it is essential that you must do your own more detailed research. Our opinions are just that, they are never advice, nor recommendations, and are subject to change when the facts change, as they frequently do.

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Sorry it's so long, but there was masses of stuff to cover!

As usual these are just my personal, strictly independent opinions. I don't take any money from any listed companies, as my views are not for sale!

Please always do your own more detailed research, because our views are certainly not infallible, and we only do quick reviews. Also we're not time travellers from the future, so we don't know what the future holds, it's just guesswork for everyone.

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Lots of brief comments, due to the sheer volume of H1 results out this week. A few little gems buried in the mass of mostly "in line" performance.

As always, just my personal opinions, never advice, as you must do your own more detailed research.

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My usual weekly recap on the Small Cap Value Reports, written by me & Graham Neary, only on Stockopedia.

As usual we never give advice, these are purely our personal opinions, which change as the facts change over time.

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My usual weekly recap on small/mid cap results & trading updates. Remember these are only my personal opinions, never advice or recommendations. No rants this week, as nobody has pissed me off particularly! (that's a first!!) Hunting (HTG) is my favourite share of the week (I hold), looking a decent, quality growth company, on a modest valuation, and with a lovely balance sheet too. The mgt IMC webinar was an excellent briefing on what they do, worth watching the recording.

I expect we're now coming to the end of the quiet summer period, so we're bracing for a deluge of updates in Sept.

I also ponder if the widely anticipated attacks on savers & pensions from the Labour Govt (with it's incredibly poorly judged messaging of impending doom) might be harming markets by incentivising investors to cash out at a lower CGT rate?

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My usual weekly roundup of our Stockopedia reports. Plus a few macro factors, which all look encouraging to me.

And a rant about one of our (few) resident clowns who has resurfaced and irritated me in the comments section LOL!

I continue to see a positive autumn outlook for UK small/mid caps, but as always, anything could happen.

Just my views, never advice - so please always do your own research (DYOR).

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My usual summary of the week's Small Cap Value Reports, written by Graham & I on Stockopedia.com

My take on the market volatility is that's it's provided me with some buying opps, let's hope I'm right.

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As usual, just mine & Graham's personal opinions on lots of companies reporting trading updates & results.

Please do your own more detailed research.

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Roland and Graham did a lot of the work this week, as I took 2 days off for a funeral of a lovely old friend from my Southampton days, Andy Symonds - one of the kindest, most supportive, loyal, funny, and likeable people I've ever had the good fortune to be part of my life.

Back to work now though. As usual we found some interesting share ideas to fling at you for further research.

As always, we never recommend - we just come up with some ideas, for you to do proper, detailed research on.

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Loads of interesting companies reporting this week. As always these are just my personal opinions, they're not recommendations, or infallible predictions of the future!

More detail can be found on Stockopedia - if you're already a member, thank you. If not, why not try a 2-week free trial and join our knowledgeable and friendly community?!

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Here's my latest weekly roundup of UK results/trading updates, covering 60 companies!

As always please remember these are just my independent (we are not paid by any companies other than Stockopedia) opinions, based on quick reviews of lots of companies. We may miss things, so it's vital you do your own research.

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I rattle through 40 small/mid cap companies this week, with the usual mix of dross, interspersed with some good ideas!

As always, just my opinions after doing quick reviews, so these are never recommendations, you need to do your own much more detailed research.

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Another busy week, with some decent companies unearthed!

As always, these are mine/Graham's personal opinions, never advice or recommendations.

You must do your own more detailed research, as we're only doing brief reviews.

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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.

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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.

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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.

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Usual stuff - views, not recommendations or advice. As always, you must do your own research.

The lovely bull market continues, about time too! I hope you're all making pots of money :-)

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