2343: 2Ps on a Pod — Is M&A Activity in UK Small Caps Telling Us Something the Market Isn't?

The Vox Markets Podcast · Mar 18, 2026 · 1h 32m

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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…