2097: Small-cap Investing with Paul Hill and Paul Scott

The Vox Markets Podcast · May 15, 2025 · 1h 20m

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In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.

00:00 Is the recent ‘tariff induced’ rally sustainable or a ‘dead cat bounce’

04:00 HAT and M&A activity

06:10 Potential other M&A targets eg Inspiration Healthcare

11:40 Eurocell

15:55 Wickes

18:50 Brickability & Michelmersh

21:35 Marks & Spencer

25:00 Cranswick

27:10 Diaceutics

30:25 Tristel

33:30 RNK

37:05 Venture Life

41:15 MacFarlane

44:20 Foresight Group

48:20 ITM Power

52:55 Watches of Switzerland

57:00 Victorian Plumbing

61:45…