2 P's on a Pod: How Should Investors Position for Geopolitical Uncertainty?

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 What the Middle East conflict means for investors 04:00 GB Group & Tribal – Purchases 10:50 Craneware 17:50 Senior 22:10 MTI Wireless 24:15 Gulf Marine Services 30:00 Vistry 33:45 Henry Boot 36:15 Surface Transforms 38:35 Power Probe 46:10 Hikma Pharmaceuticals 49:40 Synectics 54:45 Intercede 58:20 Wilmington 1:01:10 GlobalData 1:04:50 Winvia Entertainment 1:07:25 System1 & Brave Bison share swap deal 1:11:45 PCI-Pal 1:14:35 Autotrader 1:17:45 Capita 1:20:15 Galliford Try #GBG #TRB #SNX #DATA #WIL #CRW #HIK #SCE #GMS #PWR #WVIA #MWE #IGP #VTY #BOOT #SYS1 #BBSN #AUTO #PCIP #CPI #GFRD ------------------------------------------------------------ Follow us: X (Twitter): https://x.com/VOXmarkets LinkedIn: https://www.linkedin.com/company/vox-markets/ TikTok: https://www.tiktok.com/@voxmarkets Listen to our podcast: Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-vox-markets-podcast/id1569138869 Spotify: https://open.spotify.com/show/1noGnZw4hFfNgspb4puAlX Learn more: https://www.voxmarkets.com ------------------------------------------------------------ THE CONTENT OF THIS BROADCAST IS NOT INTENDED AS INVESTMENT ADVICE, IT IS FOR INFORMATION PURPOSES ONLY. YOU SHOULD TAKE PROFESSIONAL FINANCIAL ADVICE IN CONNECTION WITH, OR INDEPENDENTLY RESEARCH AND VERIFY, ANY INFORMATION THAT YOU FIND ON THIS BROADCAST AND WISH TO RELY UPON, WHETHER FOR THE PURPOSE OF MAKING AN INVESTMENT DECISION OR OTHERWISE. WE ARE NOT REGULATED UNDER UK FINANCIAL SERVICES LAW