2277: 2 P's on a Pod: Are Small Caps Set for a Cyclical Recovery in 2026?

The Vox Markets Podcast · Jan 8, 2026 · 1h 16m

In this New Year Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 smallcap stock ideas.

00:00 Outlook for 2026

05:00 Auction Technology Group

10:40 TT Electronics

16:25 Hollywood Bowl

21:40 City of London Investment Group

23:20 Topps Tiles

26:45 Restore

32:55 RWS

39:40 Greggs

43:30 ITIM

47:10 Cerillion

51:50 accesso Technology

55:05 Seeing Machines

1:00:30 Quartix Technology and Microlise

1:04:30 Videndum

1:08:35 Gulf Marine Services

1:21:30 MS International

1:23:40 Cohort

#ATG #TTG #BOWL #CLIG #CER #ASCO #ITIM #RST #RWS #TPT #GRG #SEE #VID…