Shows
UK Small/Mid Caps Podcast with Paul ScottFREE! Friday 22 Aug 2025 - Paul's PodcastSponsored by Investor Meet Company – the platform connecting investors with public companiesRegister for free to attend live presentations and ask questions directly to company management:https://www.investormeetcompany.com/partners/smallmid-caps-with-paul-scott/register-investorAs always, these are just my fallible personal opinions, never advice or recommendations. Please always do your own research. Hosted on Acast. See acast.com/privacy for more information.
2025-08-2237 min
UK Small/Mid Caps with Paul ScottFREE! Friday 22 Aug 2025 - Paul's PodcastSponsored by Investor Meet Company – the platform connecting investors with public companiesRegister for free to attend live presentations and ask questions directly to company management:https://www.investormeetcompany.com/partners/smallmid-caps-with-paul-scott/register-investorAs always, these are just my fallible personal opinions, never advice or recommendations. Please always do your own research. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit paulypilot.substack.com/subscribe
2025-08-2237 minUK Small/Mid Caps Podcast with Paul ScottPaul's Daily Podcast - FREE! Friday 15 Aug 2025Sponsored by Investor Meet Company – the platform connecting investors with public companiesRegister for free to attend live presentations and ask questions directly to company management:https://www.investormeetcompany.com/partners/smallmid-caps-with-paul-scott/register-investorAs always, these are just my fallible personal opinions, never advice or recommendations. Please always do your own research.This is my old Acast channel. The main one (daily podcasts Mon-Fri) is on: paulypilot.substack.com Hosted on Acast. See acast.com/privacy for more information.
2025-08-1514 min
UK Small/Mid Caps with Paul ScottPaul's Daily Podcast - FREE! Friday 15 Aug 2025Sponsored by Investor Meet Company – the platform connecting investors with public companiesRegister for free to attend live presentations and ask questions directly to company management:https://www.investormeetcompany.com/partners/smallmid-caps-with-paul-scott/register-investorAs always, these are just my fallible personal opinions, never advice or recommendations. Please always do your own research. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit paulypilot.substack.com/subscribe
2025-08-1514 minUK Small/Mid Caps Podcast with Paul ScottPaul's Daily Podcast - FREE! Friday 1 Aug 2025Sponsored by Investor Meet Company – the platform connecting investors with public companiesRegister for free to attend live presentations and ask questions directly to company management:https://www.investormeetcompany.com/partners/smallmid-caps-with-paul-scott/register-investorAs always, these are just my fallible personal opinions, never advice or recommendations. Please always do your own research.Free on Fridays! Please consider taking out a premium subscription for my substack, it’s only £12 per month, or £120 pa. Details here: paulypilot.substack.com Hosted on Acast. See acast.com/privacy for more information.
2025-08-0140 min
UK Small/Mid Caps with Paul ScottPaul's Daily Podcast - FREE! Friday 1 Aug 2025Sponsored by Investor Meet Company – the platform connecting investors with public companiesRegister for free to attend live presentations and ask questions directly to company management:https://www.investormeetcompany.com/partners/smallmid-caps-with-paul-scott/register-investorAs always, these are just my fallible personal opinions, never advice or recommendations. Please always do your own research.Free on Fridays! Please consider taking out a premium subscription for my substack, it’s only £12 per month, or £120 pa. Details here: paulypilot.substack.com This is a public episode. If you'd like to discus...
2025-08-0140 minUK Small/Mid Caps Podcast with Paul ScottPaul's Daily Podcast - Thu 9/1/2025This is the free version of my substack podcast, which I've uploaded onto the old podcasting platform, acast.If you're a premium substack member, then you need to download & activate my NEW podcast links - https://podcasts.apple.com/us/podcast/small-mid-caps-with-paul-scott-podcast/id1789476864 (Apple) or using the "Listen On" buttons on Substack.Sorry this is all a bit confusing.User JimGo suggested this way to connect your substack premium account to your podcast provider -"Go to Paul’s page on Substack on your browser (not the Substack ap...
2025-01-0917 min
UK Small/Mid Caps with Paul ScottIntercede (IGP) - Paul Scott interviews CEO Klaas van der Leest - 29/11/2024Paul holds Intercede shares personally, as a long-term position. No fees were charged for this interview. This is not advice or any kind of recommendation, so please always do your own research. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit paulypilot.substack.com/subscribe
2024-11-2938 minUK Small/Mid Caps Podcast with Paul ScottPaul's Daily Podcast - Thu 21/11/2024Kindly sponsored by https://goodmoneyguide.com/review/paul-scott/ Hosted on Acast. See acast.com/privacy for more information.
2024-11-2129 minUK Small/Mid Caps Podcast with Paul ScottPaul's Daily Podcast - Tue 19/11/2024Sponsored by: https://goodmoneyguide.com/review/paul-scott/ Hosted on Acast. See acast.com/privacy for more information.
2024-11-1914 minUK Small/Mid Caps Podcast with Paul ScottPaul's Daily Podcast - Mon 18/11/2024Please leave a review for me here: https://goodmoneyguide.com/review/paul-scott/ Hosted on Acast. See acast.com/privacy for more information.
2024-11-1815 minUK Small/Mid Caps Podcast with Paul ScottEpisode 46 - UK Small/Mid Caps with Paul ScottPlease consider leaving me a review on https://goodmoneyguide.com/review/paul-scott/ who are kindly sponsoring my work too! Hosted on Acast. See acast.com/privacy for more information.
2024-11-1734 min
Photo BreakdownFearless Photography Tips from the Tyson vs Paul FightEver wondered how a 58-year-old Mike Tyson fared against the young and brash Jake Paul in the boxing ring? Could this fight have lessons for your photography business that you didn’t anticipate?In this episode, Scott Wyden Kivowitz navigates the much-hyped bout between boxing legend Mike Tyson and YouTube sensation Jake Paul. Scott dissects the fight's dynamics and draws intriguing parallels to the world of photography. What can an uneventful, yet highly anticipated, fight teach us about staying relevant, attacking the market, and adopting new tools in your photography business? Tune in to find out....
2024-11-1608 minPhoto BreakdownFearless Photography Tips from the Tyson vs Paul FightEver wondered how a 58-year-old Mike Tyson fared against the young and brash Jake Paul in the boxing ring? Could this fight have lessons for your photography business that you didn’t anticipate?In this episode, Scott Wyden Kivowitz navigates the much-hyped bout between boxing legend Mike Tyson and YouTube sensation Jake Paul. Scott dissects the fight's dynamics and draws intriguing parallels to the world of photography. What can an uneventful, yet highly anticipated, fight teach us about staying relevant, attacking the market, and adopting new tools in your photography business? Tune in to find out....
2024-11-1608 minUK Small/Mid Caps Podcast with Paul ScottEpisode 45 (9/11/2024) - UK Small/Mid Caps with Paul ScottMy content has now moved to: https://paulypilot.substack.com/ Please join me there (it's free for a week or two, but will then become subscription for premium and current comment, but with some free stuff too). A very reasonable £100/year, or £10/month, which given I create c.250 daily reports, and the same number of podcasts, plus access to all my other stuff, is deliberately set to be affordable and good value, I hope! It's a lot of quality content for not much money, but I know people prefer things to be free - bu...
2024-11-0916 minUK Small/Mid Caps Podcast with Paul ScottEpisode 21 (24 May 2024) - UK Small/Mid Caps with Paul Scott29 companies reviewed this week by Paul & Graham, in the UK's leading independent small caps commentary.Always just opinions, never recommendations. Remember nobody can buy our views, we do not take any money from companies. Hosted on Acast. See acast.com/privacy for more information.
2024-05-2444 min
Paul & Scott's Midlife PointBarry from Auf Wiedersehen, PetPaul can’t work out the connection between his chronic leukaemia and reigniting an interest in wrestling; Scott needs to stop living vicariously through other people on YouTube Plus: how do we combat Sunday anxiety? Why are accents so fascinating? And should we complain if the hand dryer in a pub toilet is blowing out cold air? Facebook: facebook.com/midlifepointInstagram: @midlifepointEmail: midlifepoint@gmail.comSupport: buymeacoffee.com/midlifepoint Music by The Garage Related linksA...
2024-04-1243 minUK Small/Mid Caps Podcast with Paul ScottEpisode 14 - UK Small/Mid Caps with Paul ScottPaul's usual weekly roundup of small/mid caps results and trading updates.To emphasise - we're never recommending anything, just giving our personal opinions after a quick review. So it's vital to do your own more detailed research please. Hosted on Acast. See acast.com/privacy for more information.
2024-04-0753 minUK Small/Mid Caps Podcast with Paul ScottEpisode 11 of 2024 UK Small/Mid Caps with Paul ScottPaul Scott summarises this week's Small Cap Value Reports on Stockopedia. Covering >50 companies, branching out into mid caps as well as all the usual small cap stuff. Please remember this is just news/views, never advice or recommendations. Hosted on Acast. See acast.com/privacy for more information.
2024-03-1753 minUK Small/Mid Caps Podcast with Paul ScottEpisode 9 of 2024 (part 2 re-recorded) - UK Small Caps with Paul Scott (28 Feb - 1 Mar 2024)After recovering from technical failure, Paul continues this week's roundup of many companies reporting updates, and price movers too - the theme this week is price spikes and subsequent fundraisings! Beware of that, there's a lot of it about. Hosted on Acast. See acast.com/privacy for more information.
2024-03-0349 minUK Small/Mid Caps Podcast with Paul ScottEpisode 5 of 2024 - UK Small Caps with Paul Scott (29 Jan - 2 Feb 2024)Paul's usual summary of the week's Small Cap Value Reports on Stockopedia. Lots of interesting companies, and a mystery share! Hosted on Acast. See acast.com/privacy for more information.
2024-02-0343 minUK Small/Mid Caps Podcast with Paul ScottEpisode 4 of 2024 - UK Small Caps with Paul Scott (22-26 Jan 2024)A massive number of small to mid caps reporting, Paul rattles through most of them here Hosted on Acast. See acast.com/privacy for more information.
2024-01-281h 07UK Small/Mid Caps Podcast with Paul ScottEpisode 51 - UK small caps with Paul ScottUK small caps investor/commentator, Paul Scott, runs through the week's Small Cap Value Reports on Stockopedia.comAs usual we've unearthed some interesting shares for you to research yourselves. As always, we're only flagging ideas for you, not making any kind of recommendations.Also Paul reveals his (predictably) bullish outlook for small caps in 2024, with inflation now receding. Are we about to go from bust to boom on consumer spending?! Hosted on Acast. See acast.com/privacy for more information.
2023-12-2357 minUK Small/Mid Caps Podcast with Paul ScottEpisode 50: UK Small Caps with Paul ScottPaul's usual audio summary of the Small Cap Value Reports that I write with Graham Neary, on Stockopedia.A surprisingly good week for company updates, plus some major markets moving to new highs, thanks to the Fed changing stance on interest rate expectations for 2024, with 3 cuts now expected. This strikes me as an ideal time to be putting money to work in bombed-out UK small caps, where value abounds. As always, that's just my personal opinion, never advice. Hosted on Acast. See acast.com/privacy for more information.
2023-12-1749 minUK Small/Mid Caps Podcast with Paul ScottEpisode 47 - Paul Scott's weekly summary of UK small caps (20-24 Nov)Paul runs through dozens of UK small caps that have reported either results or trading updates this week. All views are just my opinions, which could be right or wrong in future, when things have changed. So always do your own research please. The small caps market continues to be dominated by profit warnings and takeover bids, so quite a lottery at the moment! Will the big, inflation-busting pay rises for pensioners, benefits claimants, and Living Wage, plus the 2% cut in NICs from January, trigger a consumer boom in 2024 (just in time for the election!)? That seems the Govt's strategy...
2023-11-2657 minUK Small/Mid Caps Podcast with Paul ScottEpisode 46 - UK small caps news/views from Paul ScottA notable week with 3 takeover bids just in one day! Bargains galore in the small caps space, evidenced by all the takeover bids. We've seen a strong rebound in the last 3 weeks, in both small and mid caps. Is this the (overdue!) start of a new bull market, or just another bear market bounce? No idea, we focus on company fundamentals, and we're seeing many smashing risk:reward situations as dislocated market liquidity throws numerous bargains at us, so Paul remains very enthusiastic (taking a medium term view). My picks for 2023 continue to strongly out-perform too. So it's not all...
2023-11-181h 05UK Small/Mid Caps Podcast with Paul ScottEpisode 45 - UK small caps news/views from Paul ScottMultiple award-winning :-D small caps investor/commentator Paul Scott runs through this week's batch of trading updates & results statements, flagging value/GARP, and profit warnings. Just personal opinions, never advice remember. Hosted on Acast. See acast.com/privacy for more information.
2023-11-1144 minUK Small/Mid Caps Podcast with Paul ScottEpisode 43 - UK small caps news/views with Paul ScottPaul's usual rattle through what we've written about on Stockopedia this week.Quite a few bombshell profit warnings again this week.Terrible market conditions continue, with obvious signs of distressed sellers (instis with redemptions, and capitulating PIs probably).Some lovely bargains presented on a plate to us too. Hosted on Acast. See acast.com/privacy for more information.
2023-10-2744 minUK Small/Mid Caps Podcast with Paul ScottEpisode 42 - UK small caps with Paul ScottAs AIM grinds down to almost half of its 2021 peak, even the usually buoyant Paul is starting to get a bit miffed with this bear market.Not just small caps either, as Mid-caps are now down 10% YTD, and down 30% from the 2021 high.Yet the market is now cheap, and we're getting that confirmed almost daily, with takeover bids, often from the US, private equity or trade buyers.Plus a little rant about people who've annoyed me with their unpleasant & inaccurate comments! Hosted on Acast. See acast.com/privacy for more...
2023-10-2159 minUK Small/Mid Caps Podcast with Paul ScottEpisode 36 - UK small caps weekly review with Paul ScottLots of interesting companies reporting again this week. Paul rattles through dozens of small cap announcements, remember this is completely independent commentary, not PR! Companies cannot buy my opinion, it's not for sale! I just tell the truth as I see it. Also no ads, as your time is important, and I'm not going to try to earn 1p by wasting your time with some horrible annoying ads!Controversial topics this week included the CMA investigation into vets being acquired by corporates, and allegedly price gouging customers. Also does a large political donation by a vaping company's...
2023-09-101h 03UK Small/Mid Caps Podcast with Paul ScottEpisode 35 - UK small caps weekly review with Paul ScottA few profit warnings this week as tougher conditions start to bite in several cyclical sectors. It feels almost random how some bounce after a profit warning, whilst others continue falling. Very frustrating market conditions, with AIM now down 43% from its peak 2 years ago. However, Paul thinks we're over the worst, and relishes all the great value opportunities out there, but it's still a minefield. Hosted on Acast. See acast.com/privacy for more information.
2023-09-0255 minUK Small/Mid Caps Podcast with Paul ScottEpisode 34 - UK small caps with Paul ScottPaul rattles through dozens of UK small company results & trading updates that we wrote about in the Stockopedia Small Cap Value Reports. Hosted on Acast. See acast.com/privacy for more information.
2023-08-2655 minUK Small/Mid Caps Podcast with Paul ScottEpisode 33 - UK small caps news & views from Paul ScottPaul's usual weekly recap of the small caps results/trading updates which we wrote about in the Stockopedia Small Cap Value Reports. Plus a few macro/market thoughts, and trying without complete success to avoid politics! Hosted on Acast. See acast.com/privacy for more information.
2023-08-1948 minUK Small/Mid Caps Podcast with Paul ScottEpisode 31. Paul Scott recaps on this week's UK small caps results & updatesPaul took a few days off to enjoy a family holiday in Norfolk, but kept a close eye on the markets nonetheless. So many thanks to Graham and Roland, who did the heavy lifting in this week's Small Cap Value Reports on Stockopedia, Mon-Weds. Loads of companies reporting, as always, we try to sort the wheat from the chaff! Hosted on Acast. See acast.com/privacy for more information.
2023-08-0546 minUK Small/Mid Caps Podcast with Paul Scott29 (part 1) - UK small caps with Paul Scott - companies reportingTaking a risk here, but Paul fires the starting pistol for a new bull market in UK small caps! (just an opinion remember, could be right or wrong). Valuations are now becoming so attractive, due to many investors pulling out, that opportunities galore are presenting themselves. Hence why I think this is now time to be loading up with decent company shares, at modest valuations. I think sentiment may have now bottomed out, and money could begin flowing back in. Time will tell! Hosted on Acast. See acast.com/privacy for more information.
2023-07-2243 minUK Small/Mid Caps Podcast with Paul Scott28 (part 1) - UK small caps with Paul Scott - companies reportingPaul rattles through trading updates and results from 24 UK smaller companies this week, covered in the Stockopedia Small Cap Value Reports, written by Paul and Graham. As usual, we found some decent companies trading well, and reasonably or cheaply priced. One or two dogs too unfortunately, warning on profits through slipping out big broker downgrades (ZOO And TLY). Hosted on Acast. See acast.com/privacy for more information.
2023-07-1549 minUK Small/Mid Caps Podcast with Paul ScottE:25 (pt 1) UK small caps with Paul Scott33 companies covered this week, in the Stockopedia Small Cap Value Reports, written by Paul Scott, Graham Neary, and Roland Head. In this week's episode, Paul runs through the good, the bad, and the ugly! We're seeing many minnows run out of runway and being suspended/delisted - maybe it's a good thing to have a clear-out? As usual, we find some gems each week too, for you to have a closer look at. Remember our reviews are not detailed enough to be used for investment decisions, you must do your own research please. Always opinions, never recommendations, Hosted on...
2023-07-0142 minUK Small/Mid Caps Podcast with Paul ScottMacro/Markets news & views - with Paul Scott - Episode 24 (part 2)Small caps commentator/investor Paul Scott runs through various macro points of interest that have cropped up this week. The main issues being stubbornly high inflation readings, and the 0.5% hike in interest rates by the Bank of England. Paul reviews the MPC Minutes, as well as other interesting data (such as continuing strong improvements in consumer confidence), and wonders if the economic picture may not be as bad as feared? Hosted on Acast. See acast.com/privacy for more information.
2023-06-2555 minUK Small/Mid Caps Podcast with Paul ScottUK Small Caps with Paul Scott - Episode 24 (part 1)Loads of news this week, including a takeover bid for Paul's largest personal shareholding, the second time that's happened this year! Sadly no 200% premium this time (as I got for Seraphine in January). One "mystery share" held back for Stockopedia subscribers, the company which has impressed me the most this week with good results & upbeat outlook.Horrible market conditions continue for small caps, but there's fantastic value out there for investors who take a longer-term view. Hosted on Acast. See acast.com/privacy for more information.
2023-06-2444 minUK Small/Mid Caps Podcast with Paul ScottMacro news/views with Paul Scott - Episode 23 (part 2)All eyes on interest rates, inflation, GDP & AI! Paul sees contradictory signs. Hosted on Acast. See acast.com/privacy for more information.
2023-06-1833 minUK Small/Mid Caps Podcast with Paul ScottPaul Scott's macro/markets commentaryPaul's usual rattle through noteworthy news & views on macro. As usual, a rant about interest rates going up too far, and too fast, which is increasingly making me worry that we might be heading for a recession, due to policy mistakes by central banks. Hosted on Acast. See acast.com/privacy for more information.
2023-06-1029 minUK Small/Mid Caps Podcast with Paul ScottSmall caps with Paul Scott - Episode 22 (part 1 - companies)Unconstrained by file size limit, Paul goes completely over the top in this detailed, but very long-winded review of the week's small-mid cap company results & trading statements.We have one mystery share too, which is Paul's best idea for the week, reserved for Stockopedia subscribers, because they're paying me! My commentary is always honest and independent, I never take money from any companies to promote them. Although as with everyone in the investment world, some of my stock ideas will be good, and some will be bad. That's because we cannot predict the future with 100% reliability. But...
2023-06-101h 10UK Small/Mid Caps Podcast with Paul ScottSmall cap company updates - Episode 21Some interesting, and controversial companies reporting this week. Paul Scott and Graham Neary write the Small Cap Value Reports on Stockopedia, along with civilised and sensible community commentary from our subscribers. In these podcasts, Paul rattles through the week's reports in an audio format to please the UK's dog-walking and gym-going small cap investor community :-) Hosted on Acast. See acast.com/privacy for more information.
2023-06-0430 minUK Small/Mid Caps Podcast with Paul ScottMacro/markets – Small caps podcast with Paul Scott – Episode 19 (part 2 of 2)Not a lot to report this week, but Paul ponders the general macro overview, and wonders whether the big & rapid interest rate hikes might be setting us up for a slide into recession?Also a motivational quote from a friend, on how to deal with heavy losses in the stock market. Hosted on Acast. See acast.com/privacy for more information.
2023-05-2121 minUK Small/Mid Caps Podcast with Paul ScottCompany results - small caps podcast with Paul Scott – Episode 19 (part 1 of 2)Paul Scott, UK small caps specialist, runs through the main items covered in this week's Small Cap Value Reports from Stockopedia.com, written by Paul and Graham Neary, with occasional help from Roland Head.Most companies are still reporting results in line with expectations, but some profit warnings too. Hosted on Acast. See acast.com/privacy for more information.
2023-05-2148 minUK Small/Mid Caps Podcast with Paul ScottSmall caps podcast with Paul Scott – Episode 18 (part 2 of 2) - macro/marketsPaul talks about the latest news on interest rates, inflation, etc. Hosted on Acast. See acast.com/privacy for more information.
2023-05-1338 minUK Small/Mid Caps Podcast with Paul ScottSmall caps podcast with Paul Scott – Episode 18 (part 1 of 2) - company resultsPaul Scott runs through the companies covered in this week’s Small Cap Value Reports on Stockopedia.comAs usual, Paul doesn’t pull any punches with criticism of poor results, especially from eCommerce giants Asos and THG – both look like possible zeroes, if they’re not able to pull off their turnaround plans.Profit warnings from building products suppliers MSLH and ECEL come into focus – is the sector now cheap enough to bottom-fish for a recovery in 2024 and beyond? Maybe, who knows!?Plus dozens of other companies that Paul & Graham reviewed.Paul...
2023-05-1340 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 17 (part 1) - company resultsDozens of small caps reported trading updates & results, which Paul rattles through here. Hosted on Acast. See acast.com/privacy for more information.
2023-05-0639 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 16 (Part 1 of 2) for 2023 - company resultsPaul's usual commentary on UK small caps news & markets Hosted on Acast. See acast.com/privacy for more information.
2023-04-2935 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 15 (part 1) for 2023 - company newsPaul Scott runs through this week's small caps results & trading updates. Hosted on Acast. See acast.com/privacy for more information.
2023-04-2232 min
The James Xander Trip | Decode Reality. Unlock God Mode. Live the Trip.#3: Paul Scott: From Addiction to Spirituality; A Story of Trust, Transformation, and TriumphEpisode 3 – Paul Scott is an energy healing facilitator, spiritual seeker, plant medicine explorer, and transpersonal counsellor. Watch this episode on YouTube » Subscribe to the @jamesxandertrip YouTube for future episodes!Paul joins me today to dive into: • his journeys with LSD, Ayahuasca, and Bufo • how psychedelics brought him closer to God • why do so many people feel disconnected • how he overcame a life-threatening illness • his journey with addiction and sobriety • how Alcoholics Anonymous helped him • how to keep going in the face of adversity • what keeps people stuck i...
2023-04-192h 14UK Small/Mid Caps Podcast with Paul ScottSmall caps podcast with Paul Scott - Episode 14 (part 2 of 2)Paul regurgitates interesting snippets of news & views on broader macro & markets.Unfortunately, my voice recorder malfunctioned, and I thought I'd lost the recording, so there is a blank patch, and some swearing near the end, so my apologies for that.Also contains references to cross-dressing. Hosted on Acast. See acast.com/privacy for more information.
2023-04-1532 minUK Small/Mid Caps Podcast with Paul ScottSmall caps podcast with Paul Scott - Episode 14 (part 1 of 2) - companiesLots of interesting shares covered this week. Paul summarises this week's Small Cap Value Reports, exclusively on Stockopedia.comAll reviews are just our personal opinions, never advice or recommendations.We tell it as we see it, so truly independent commentary that doesn't pull any punches! Hosted on Acast. See acast.com/privacy for more information.
2023-04-1531 minUK Small/Mid Caps Podcast with Paul ScottSmall caps podcast with Paul Scott – Episode 13 (Part 2 of 2) for 2023 - macro news/viewsThis week has seen continued recovery in larger caps, but very depressed markets for small caps. Paul sees this positively - with very attractive (low!) valuations on many of the better quality small caps. Signs of slowing economies mean we're likely to see more profit warnings, which so far seem to be more in the BtoB sectors. Will consumer stocks surprise on the upside? It's possible, given 10% pay rises this month for pensioners, benefit claimants, and minimum wage - a major boost to household pay packets. Hosted on Acast. See acast.com/privacy...
2023-04-0831 minUK Small/Mid Caps Podcast with Paul ScottSmall caps podcast with Paul Scott – Episode 13 (part 1 of 2) for 2023 - company resultsPaul was on holiday in Gozo, so this week's SCVRs were written by Graham & Roland.In this podcast, Paul runs through the week's small cap results & trading updates, and gives more detailed views on D4T4 and Saga updates.Part 2 will be up later, for macro/markets news & views. Hosted on Acast. See acast.com/privacy for more information.
2023-04-0834 minUK Small/Mid Caps Podcast with Paul ScottPaul Scott interviews Richard Crow again(sound starts at 00:28 – sorry, I don’t have my usual audio editing software with me, as I’m in Malta)Paul interviews renowned investor Richard Crow @CockneyRebel, who gives us his latest macro thoughts, and lots of stock ideas for us to research ourselves (Richard holds most of the shares we discuss)Our last interview was here in July 2022.Richard is bullish, seeing the market as exceptionally cheap right now. He’s also upbeat about the outlook for consumer-facing stocks, and runs through lots of interesting share ideas.As always, we’re nev...
2023-04-0758 minUK Small/Mid Caps Podcast with Paul ScottSmall caps podcast with Paul Scott - Episode 12 (part 1 of 2) - company resultsPaul’s weekly podcast summary of UK small caps results & trading updates, covered in the Small Cap Value Reports on Stockopedia.com – many thanks to everyone who subscribes.As always, these are never share recommendations, we’re just flinging lots of ideas at you, for your own more detailed research if you like the sound of them. We always disclose if we hold any individual share personally.See part 2 for macro/markets news & views. Hosted on Acast. See acast.com/privacy for more information.
2023-04-0137 minUK Small/Mid Caps Podcast with Paul ScottPortmeirion (PMP) - CEO interview - 30 March 2023Paul Scott interviews Mike Raybould, CEO of Portmeirion Group – owner, and manufacturer of famous pottery and homeware brands.2022 results impressed me, with the company back up to pre-pandemic level of profits. Yet the market has taken little notice, with the share price still bombed out, and offering obvious value to investors (forward PER of 6.8, and a 5% dividend yield, covered 3x).See the company’s investor relations website here for a downloadable slide presentation pack, very interesting.Also see InvestorMeetCompany for a recorded video webinar of recent results.In this interview I ask...
2023-03-3039 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 10 for 2023Another week dominated by the banking crisis, with equity markets sharply down. Paul gives a personal view on the issues, and runs through some interesting smaller company results & trading updates. One mystery share this week - see Friday's SCVR for more details. Hosted on Acast. See acast.com/privacy for more information.
2023-03-1932 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 9 for 2023Paul runs through the UK small caps reporting results & trading updates. Plus thoughts on the WANdisco fraud, banking collapse of SVB, and lots of profit warnings. It's all looking rather wobbly again. Hosted on Acast. See acast.com/privacy for more information.
2023-03-1244 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 8 for 2023Paul's usual weekly recap of small caps news from Stockopedia small cap value reports Hosted on Acast. See acast.com/privacy for more information.
2023-03-0544 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 7 for 2023We’ve seen profit-taking in the last fortnight, which is to be expected after such a good run in many shares since October’s lows.Apologies for last week’s absence, I’ve caught up by covering 2 weeks’ worth of UK small caps news in this latest podcast, summarising the best bits from Stockopedia’s famous Small Cap Value Reports, written by Paul Scott, Graham Neary, and guest star Roland Head.As always, we’re just expressing our opinions, which will sometimes turn out to be right, and sometimes wrong, because things change. Hosted on...
2023-02-2538 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 6 for 2023Paul's wondering if the big rally in small caps might be getting a bit overheated?The avalanche of company news is now receding, and Paul even managed a face-to-face company meeting this week, for the first time post covid, which was a great pleasure. There's really no substitute for meeting management. Hosted on Acast. See acast.com/privacy for more information.
2023-02-1249 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott - Episode 5 for 2023Paul's usual commentary on UK small caps news & markets Hosted on Acast. See acast.com/privacy for more information.
2023-02-0448 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 4 for 2023With 2022 trading updates still coming thick & fast, Paul rattles through dozens of small cap shares that have updated the market.No time for macro comments. Quote at end is very interesting, from Guy Hands' autobiography, "The Dealmaker" - highly recommended. A warts & all account of his life, successes & failures. Hosted on Acast. See acast.com/privacy for more information.
2023-01-2848 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 3 for 2023Paul Scott rattles through 62 (a new record!) UK small caps trading updates, written about in this week’s Small Cap Value Reports (exclusively available on Stockopedia)A big boost to my personal portfolio occurred on Friday, with a 200% premium takeover bid for Seraphine (BUMP). It was high risk: high reward, so I’m very relieved an excellent outcome has happened. Maybe more luck than judgement!Plus some brief macro news/views towards the end of this recording. I’m still a bit wary of this frantic “everything rally” we’ve had since October.Do leave f...
2023-01-2147 minUK Small/Mid Caps Podcast with Paul ScottWarpaint London (W7L) - CEO interview - 18 Jan 2023Paul Scott interviews Sam Bazini, founder/CEO of makeup company Warpaint London.I’ve been impressed with strong performance, and a series of “ahead of expectations” updates from W7L, so I approached the company to see what’s driving this out-performance, and whether it’s likely to be sustained.Please note this interview is for general interest, and is NOT advice or a recommendation. This is an independent interview – no fee was charged, and Paul does not have any personal shareholding in the company. Hosted on Acast. See acast.com/privacy for...
2023-01-1833 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 2 for 2023Paul Scott’s weekly recap of interesting UK small cap announcements included in the Small Cap Value Reports on Stockopedia.comA deluge of trading updates, we’ve been super-busy, covering a record 46 companies! Mostly in line updates, and surprisingly some ahead of expectations ones too. 8 profit warnings. Hosted on Acast. See acast.com/privacy for more information.
2023-01-1447 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 1 for 2023Paul Scott has written the Small Cap Value Reports on Stockopedia for the last 10 years, and reviews each day's small caps results & trading updates, offering analysis & opinion. Hosted on Acast. See acast.com/privacy for more information.
2023-01-0743 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 27Recapping on a short week, with only 3 Small Cap Value Reports on Stockopedia.comPaul also ponders themes for 2022, and 2023.Wishing all listeners a very happy new year! Hosted on Acast. See acast.com/privacy for more information.
2022-12-3148 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 26 (Part 2 of 2)Part 2 of this week's UK small caps podcast from Paul Scott (and brother Andy on saxophone) Hosted on Acast. See acast.com/privacy for more information.
2022-12-2423 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 26 (Part 1 of 2)Sorry the voice recorder crashed after 14 minutes. The rest is in part 2.Paul's usual weekly summary of the main points in the week's Small Cap Value Reports (SCVRs) exclusively on Stockopedia.Never advice, just my personal opinions - sometimes wrong, sometimes right. Hosted on Acast. See acast.com/privacy for more information.
2022-12-2414 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 25Paul's usual commentary on UK small caps results & trading updates Hosted on Acast. See acast.com/privacy for more information.
2022-12-1748 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 24Paul's usual weekly recap of the SCVRs on Stockopedia Hosted on Acast. See acast.com/privacy for more information.
2022-12-1042 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 23Apologies for this episode being late. I run through the companies we reported on last week, in the Stockopedia small cap value reports. Lots of profit warnings, which makes me nervous about this market rally. Hosted on Acast. See acast.com/privacy for more information.
2022-12-0533 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 22This week's summary of UK small cap results, covers loads of companies, and macro points. Hosted on Acast. See acast.com/privacy for more information.
2022-11-2754 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 21This week was dominated by the Mello Chiswick investor conference, which I thoroughly enjoyed. But Graham and I still managed to publish 5 Small Cap Value Reports, with an unprecedented 4 mystery shares!As always, this is never investment advice, nor recommendations, it's just my personal opinions. Hosted on Acast. See acast.com/privacy for more information.
2022-11-1933 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 20A powerful rally in markets continued, as hopes for peak inflation & interest rates have grown. However, the UK is moving into a recession, and corporate earnings have only begun falling. So could this be a bear market rally? I'm cautious, but also excited by some of the very low individual company valuations.As always, nothing in this podcast is advice or recommendations, just my personal opinions – which sometimes turn out to be wrong, sometimes right.I appreciate any feedback, so please feel welcome to leave comments about companies or macro, or these podcasts more ge...
2022-11-1238 minUK Small/Mid Caps Podcast with Paul ScottNorcros (NXR) - CEO interview - 11 Nov 2022Paul Scott interviews Nick Kelsall, CEO of bathroom fittings group, Norcros (NXR).Resilient H1 results were published this week by Norcros. I ask Nick about various topical issues, such as inflation, sourcing from China, recession, acquisitions, bank borrowings, the low valuation on NXR shares despite many legacy issues now having been dealt with, or greatly reduced (e.g. pension deficit).Please bear in mind that this is for general interest, it is NOT a recommendation or financial advice. You need to do your own research, and take advice as appropriate. I did not charge...
2022-11-1134 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 19Paul Scott & Graham Neary write the daily Small Cap Value Reports on Stockopedia.This is a summary of the companies we looked at, and also some macro/markets thoughts from Paul nearer the end. Hosted on Acast. See acast.com/privacy for more information.
2022-11-0544 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 18Paul's recap of the week's Small Cap Value Reports on Stockopedia Hosted on Acast. See acast.com/privacy for more information.
2022-10-2945 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 17Paul Scott’s regular weekly recap of the Stockopedia.com Small Cap Value Reports (now in its 10th year!)Please remember this is all just my personal opinions, it's never advice or recommendations. Our ethos at Stockopedia is to encourage everyone to do your own research. Hosted on Acast. See acast.com/privacy for more information.
2022-10-2244 minUK Small/Mid Caps Podcast with Paul ScottZotefoams (ZTF) - CEO interview - 21 Oct 2022Paul Scott interviews David Stirling, CEO of Zotefoams (ZTF).These are my criteria for choosing companies that I ask to do an interview (it’s by invitation only!)Good recent trading & outlook,Strong balance sheet,Good management & strategy, executing well, andReasonable share price valuation.Zotefoam fits the bill, so here I run through some questions with its CEO, David Stirling. Note that he was at a trade show in Germany, so the mobile phone signal wasn’t ideal, apologies for this, but it’s fine I think, we can hear what he says.A writ...
2022-10-2128 minUK Small/Mid Caps Podcast with Paul ScottSanderson Design Group (SDG) - CEO interview - 17 Oct 2022Paul Scott interviews Lisa Montague, CEO of Sanderson Design Group (SDG).Disclaimers – I did not charge any fee for this interview. I do not hold shares personally in SDG. This podcast is for general interest only, it is NOT financial advice nor a recommendation, so as always, please do your own research. Hosted on Acast. See acast.com/privacy for more information.
2022-10-1742 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 16Please bear in mind this podcast is just my personal opinions. It is NEVER financial advice, or share recommendations. Please always do your own research. I'M NOT A TIPSTER! Just personal commentary, of things that I've found interesting during the week. Hosted on Acast. See acast.com/privacy for more information.
2022-10-1548 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott - Episode 15Paul & Graham covered results & trading updates from 24 small caps in this week's Small Cap Value Reports, exclusively on Stockopedia. Paul runs through them as usual, in this weekly recap podcast. Plus some macro comments near the end. Hosted on Acast. See acast.com/privacy for more information.
2022-10-0850 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 14My weekly summary of the Small Cap Value Reports that I've been writing for Stockopedia.com for 10 years. There are so many companies reporting results & trading updates this week, that this podcast is purely about individual companies. I'll record a separate podcast for my markets/macro thoughts. Hosted on Acast. See acast.com/privacy for more information.
2022-10-0146 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 13Paul's usual commentary on UK small caps news & markets Hosted on Acast. See acast.com/privacy for more information.
2022-09-2549 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 12Paul's recap on UK small caps news, for week-ending 16 Sept 2022 Hosted on Acast. See acast.com/privacy for more information.
2022-09-1749 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 11A week characterised by major news - Liz Truss announced as PM, then a huge energy crisis support package, then the bombshell news of the death of our Queen. So I struggled to keep on top of the many small cap announcements. Helped by Roland this week, we still found what we think are good buying opportunities, and I cover some of those in this podcast. Always DYOR though please. Hosted on Acast. See acast.com/privacy for more information.
2022-09-1044 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 10Paul’s usual weekly summary of the Stockopedia small cap value reports, now in our 10th anniversary year! It’s been another week dominated by the energy crisis, and a return to the June/July lows for small-mid caps. I talk about individual companies, and also how I cope with bear markets on a human level.Welcome to all our new listeners who are coming on board via the Apple podcasts platform.I love feedback & to hear your views, so please post away in the comments below, open to all. Just keep it courteous, then all...
2022-09-0341 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 9Thanks for all your comments, I really enjoy reading them, both here and on Stockopedia itself. Sorry I've still not got round to working out [...] Hosted on Acast. See acast.com/privacy for more information.
2022-08-2834 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 8Lots of interesting companies this week – I talk about several profit warnings, and also some little companies doing well. Lots of negative macro news [...] Hosted on Acast. See acast.com/privacy for more information.
2022-08-2047 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 7I start off looking at individual companies that reported results or trading updates this week. Followed by a shorter than usual section on market commentary [...] Hosted on Acast. See acast.com/privacy for more information.
2022-08-1445 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 6As usual, these are just my personal thoughts & opinions, not any kind of advice or recommendations. Please always do your own research (DYOR) because [...] Hosted on Acast. See acast.com/privacy for more information.
2022-08-0649 minUK Small/Mid Caps Podcast with Paul ScottRenold (RNO) – CEO interview – 5 Aug 2022Disclaimers – this interview is for general information only, and does not constitute any kind of recommendation or advice. Please do your own research. Paul Scott [...] Hosted on Acast. See acast.com/privacy for more information.
2022-08-0534 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 5As always, these are just my personal opinions, never financial advice. We all get some share ideas right, and plenty wrong too. Our ethos at [...] Hosted on Acast. See acast.com/privacy for more information.
2022-07-3044 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 4For daily access to the renowned Small Cap Value Reports (and archive) do please consider taking a trial of Stockopedia.com I enjoy your feedback, so [...] Hosted on Acast. See acast.com/privacy for more information.
2022-07-2341 minUK Small/Mid Caps Podcast with Paul ScottPaul Scott interviews Richard CrowIt's almost 6 years since I last did a podcast with renowned investor Richard Crow, who continues to have a highly successful career as a [...] Hosted on Acast. See acast.com/privacy for more information.
2022-07-2253 minUK Small/Mid Caps Podcast with Paul ScottSmall Caps Podcast with Paul Scott – Episode 3For daily access to the renowned Small Cap Value Reports (and archive) do please consider taking a trial of Stockopedia.com Hosted on Acast. See acast.com/privacy for more information.
2022-07-1722 min