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 1:00:45 Spire Healthcare and UK M&A activity 1:06:45 ITV 1:10:45 JD Sports 1:15:25 Intuitive Investments 1:22:00 Zotefoams 1:24:50 Somero Enterprises 1:26:50 Eagle Eye #ELCO #CABP #SYS1 #SAA #TRST #CBG #FCH #TCAP #VTY #VCT #SPI #IGP #SPI #BKS #FNX #TRB #ITV #JD. #IIG #SOM #ZTF #EYE ------------------------------------------------------------ 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