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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 What today’s UK inflation data means for bond yields and the stock market.

04:30 Will there be a peace deal between Russia & Ukraine?

05:30 Possible impact of autonomous driving on telematics software firms Microlise, Quartix & Seeing Machines

08:20 Aurrigo International

11:00 Inspiration Healthcare

15:30 Costain

18:15 IWG/Regus

24:20 Thoughts on recovery of office market

25:40 Applied Nutrition

28:10 Tribal Group

34:25 Manolete

37:40 Feedback from conversation with Pennant International CEO

44:20 TT Electronics

48:00 Morgan Advanced Materials

52:30 Anglo Eastern Plantations

55:10 Coats

57:05 Ashtead Technology

1:02:45 Pebble Beach Systems

1:06:35 Tekmar Group

1:08:20 Revolution Beauty & possible trading read across to Warpaint



#SAAS #QTX #SEE #AURR #COST #IWG #APN #TRB #MANO #PEN #TTG #MGAM #AEP #COA #AT. #PEB #TGP #REVB #W7L