2428: 2 P's on a Pod: Is UK Takeover Activity Just Getting Started?

The Vox Markets Podcast · Jun 26, 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 22 stock ideas.

00:00 Advanced Medical Solutions

04:00 Recent buys

07:25 Spire Healthcare

12:45 Ramsdens

19:15 Segro

23:50 Easyjet

28:10 Gamma Communications

31:30 IP Group

33:40 ITV

37:00 Avingtrans

40:35 Distribution Finance Capital Holdings

44:35 Volex

48:50 Telecom Plus

51:25 Impact of change in tax treatment of cash held in ISAs

53:50 Moonpig

57:55 Gear4Music

1:00:25 McBride

1:07:55 MHA

1:13:15 Low margin retailers eg AO World, Halfords, etc

1:15:40…