2281: The Exchange with Christopher & Nick Mills of Harwood Capital

The Vox Markets Podcast · Jan 14, 2026 · 1h 20m

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In this investing masterclass, accomplished UK small/midcap fund managers Christopher and Nick Mills of Harwood Capital take me through their views of the markets and latest thoughts on 21 stock ideas, including:

00:00 Equity outlook & closing NAV discounts

05:45 Tribal

10:10 Pinewood Technologies

12:40 NCC

14:55 Spire Healthcare

18:00 EKF Diagnostics

20:40 ProService Building Services (formerly HSS)

26:05 NIOX

30:10 Optima Health

33:40 Pebble Group

38:35 Paypoint

41:45 Zigup

44:55 Avingtrans

47:50 Trifast

52:45 Use of EBITDA vs EBIT/PBT as a valuation metric

55:00 MJ Gleeson…