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



00:00 Thoughts on today’s BoE interest rate decisions

03:40 Recent buys/sells: RWS (04:50)

05:40 PZ Cussons – New purchase

09:45 Potential new Trump tariff risk on 8th July. Big Technologies (10:15), Ixico (10:55) and Tracsis (11:20)

14:20 Cordel

22:30 Bango

31:40 Costain

35:40 Calnex Solutions

40:45 MHA MacIntyre Hudson

42:355 North sea oil/gas operators and Serica Energy

45:30 Oxford Instruments

48:35 Hays and UK recruiters including SThree

54:45 ME Group

58:55 SAGA

62:40 NCC

65:10 Litigation Capital Management

68:00 Favourite stock idea for next 12 months