E2343 - 2Ps on a Pod — Is M&A Activity in UK Small Caps Telling Us Something the Market Isn't?
Published: March 18, 2026
Duration: 1:32:51
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In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas.
00:00 Sectors potentially benefiting from the war in Iran
02:45 Eleco
06:55 CAB Payments
10:45 System1
13:50 M&C Saatchi
17:10 Trustpilot
20:20 Close Brothers
23:45 TP ICAP
26:40 Funding Circle
33:45 Vistry
37:45 Victrex
43:30 Intercede
49:25 Beeks Financial
53:25 Fonix
57:20 Tribal
1:00:45 Spire Healthcare and UK M&A activity
1:06:45 ITV
1:10:45 JD Sports
1:15:25 Intuitive Investments
1:22:00 Zotefoams
1:24:50 Somero Enterprises
1:26:50 Eagle Eye
#ELCO #CA...