2 P's on a Pod: Is UK Takeover Activity Just Getting Started?
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In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.
00:00 Advanced Medical Solutions
04:00 Recent buys
07:25 Spire Healthcare
12:45 Ramsdens
19:15 Segro
23:50 Easyjet
28:10 Gamma Communications
31:30 IP Group
33:40 ITV
37:00 Avingtrans
40:35 Distribution Finance Capital Holdings
44:35 Volex
48:50 Telecom Plus
51:25 Impact of change in tax treatment of cash held in ISAs
53:50 Moonpig
57:55 Gear4Music
1:00:25 McBride
1:07:55 MHA
1:13:15 Low margin retailers eg AO World, Halfords, etc
1:15:40 NIOX
1:18:15 BRCK / Brickability
1:20:05 Severfield
1:23:05 Carclo
#AMS #SPI #RFX #SGRO #EZJ #GAMA #IPO #AVG #DFCH #ITV #AO. #HFD #MOON #TEP #MHA #MCB #VLX #BRCK #G4M #NIOX #SFR #CAR