In this week’s fast-paced smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas.

00:00 Is the big sell-off in information, software & media stocks over-done – ie after the launch of new AI tools from Anthropic?
09:40 Future
15:00 PCI-Pal
17:15 Pinewood Technologies
21:30 Auction Technologies
26:40 Beazley bid from Zurich
28:00 Cab Payments
30:25 Funding Circle
37:30 XP Factory
40:40 Watches of Switzerland
43:50 theworks
49:30 Hardide
53:15 Trifast
59:30 Alumasc
1:02:35 Keller
1:04:05 Fevara (formerly Carr’s)
1:07:50 Creightons or Warpaint?
1:11:10 ME Group
1:14:00 Cordel
1:14:45 Zotefoams
1:15:40 ASA International
1:17:30 Bloomsbury

#FUTR #PCIP #PINE #ATG #BEZ #CABP #FCH #XPF #WOSG #WRKS #HDD #TRI #ALU #KLR #CRL #W7L #MEGP #CRDL #BMY #ZTF

Watch on YouTube

In this interview, Jason Paltrowitz, Executive Director at OTC Markets, discusses the growing trend of US investors trading European equities, the rise of cross-trading by UK and EU-listed companies, and how OTC Markets is helping issuers tap into American capital without the burden of a full US listing. From changing investor behaviour to the strategic advantages of US market visibility, Jason offers insight into how cross-border trading is evolving — and what it means for companies and investors on both sides of the Atlantic.

https://www.voxmarkets.com/articles/bridging-markets-why-us-investors-are-turning-to-uk-and-european-stocks-5c93ecb

In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) takes me through his view of the markets and latest thoughts on 20 stock ideas:

00:00 Recent portfolio returns, equity outlook and cash position
06:00 Goodwin
19:15 Saga
30:45 Funding Circle
37:25 Zotefoams
43:40 Marshalls
47:55 SRT Marine
51:25 Filtronic
54:50 Carclo
57:25 Mpac
60:00 Dialight
1:05:20 AudioBoom
1:07:30 Marston’s
1:12:20 theWorks
1:16:05 Card Factory
1:19:55 CML Microsystems
1:22:15 Warpaint
1:24:10 Other top stock ideas for next 12 months: Journeo, Victrex and S4 Capital

#GDWN #SAGA #FCH #ZTF #MSLH #SRT #FTC #CAR #MPAC #DIA #BOOM #MARS #WRKS #CARD #CML #W7L #JNEO #JNEO #VCT #SFOR