2389: 2 P's on a Pod: M&A Themes, Software Winners & Retail Reality

The Vox Markets Podcast · Apr 30, 2026 · 1h 16m

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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 Treatt

03:15 DCC

06:10 TT Electronics

07:55 Evoke

12:15 Auction Technology

14:45 Tate & Lyle

17:40 Tracsis

22:15 Activeops

29:30 Eagle Eye

32:20 Eleco

37:00 Warpaint

40:30 Seraphim Inv Trust

44:50 Telecom Plus

49:30 Card Factory

54:10 Shoe Zone

56:35 Sanderson Designs

57:55 ASA International

62:15 Ceres Power

64:55 Synthomer

69:05 GB Group

70:05 Intercede

73:10 Skillcast