2440: 2 P's on a Pod: Profit Warnings, Takeovers & UK Small Caps

The Vox Markets Podcast · Jul 3, 2026 · 1h 25m

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In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas.

00:00 Portfolio performance in H1’26

02:45 Craneware

17:25 CMC Markets

21:45 Topps Tiles

25:45 James Latham

30:05 Activeops

41:20 Focusrite

45:15 Cake Box

49:05 Proservice Building Services

53:30 Seeing Machines

58:50 Invinity Energy Systems

61:50 JD Sports

63:45 AdvancedADVT

66:30 Filtronic

69:40 Kooth

73:05 Trifast

76:40 Cerillion

78:40 James Halstead

80:20 Outlook for H2’26