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In his first interview since taking on the role, Shearwater Chair Robin discusses leadership, board priorities, and the Company’s outlook. He reflects on the current market environment, the importance of clear strategy, and how Shearwater is laying the foundations for long-term progress.

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

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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

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SP Angel's John Meyer joins Vox to discuss the incredible events in the gold and commodities markets over the past week or so, and to pick out some of his favourite stocks amongst the junior and mid-tier miners. Stocks covered include:

Anglo Asian
Hochschild Mining
Fresnillo
Greatland Gold
Aterian
Cornish Metals
Kodal Minerals
Atlantic Lithium
Harena Rare Earths