2283: 2 P's on a Pod: Defence Stocks Peak, Recruiters Crash & Hidden Gems

The Vox Markets Podcast · Jan 15, 2026 · 1h 32m

In this week’s upbeat smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas:

00:00 Oxford Biomedica

03:50 IQE

08:05 Robert Walters

13:55 MS International, Cohort & defence sector

19:35 Dunelm

21:40 Shoe Zone

25:45 Which retailers to look at

27:20 Fevertree

30:40 Premier Miton & fund manager headwinds

38:40 Ashmore Group

42:00 ME Group

46:15 Eagle Eye

52:35 Quartix Technologies

57:50 Mpac Group

64:05 Avacta

70:05 Gamma Communications

72:45 Xaar

77:55 Iofina

82:35 The Mission Group

68:45 Interesting stock ideas from yesterday's…