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In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on yesterday’s Budget and 19 stocks. 00:00 Budget and impact on gambling stocks (Flutter, Rank Group, Evoke, Gaming Realms, Playtech & Winvia Entertainment) 06:00 Unite Group and new fees on international students 11:50 GlobalData 16:00 GB Group 19:45 Spectra Systems 22:45 Boohoo 27:10 Pets at Home 29:00 Do new CEOs work for turnarounds? 32:00 Microlise 34:55 Brickability and broader building products sector 38:05 James Latham 41:25 Marston’s 46:10 Churchill China 48:00 Halfords 51:40 Team & WH Ireland merger 53:50 Should Filtronic and Beeks seek a US listing? 56:30 Warpaint 1:00:55 Hilton Foods 1:03:05 Cake Box 1:06:55 Saga 1:09:25 Senior 1:11:30 Kooth #UTG #DATA #GBG #SPSY #DEBS #PETS #SAAS #BRCK #LTHM #MARS #CHH #HFD #TEAM #WHI #W7L #HFG #CBOX #SAGA #SNR #KOO ------------------------------------------------------------ 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
