Episodios

  • 2061: Small-cap Investing with Paul Hill and Paul Scott

    2061: Small-cap Investing with Paul Hill and Paul Scott
    Mar 14 2025
    Watch on YouTube

    In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on 21 stocks.

    00:00 Market volatility
    04:25 REIT opportunities - Life sciences, CLS Holdings and Safestore (09:00).
    10:10 Spire Healthcare
    15:40 4Imprint
    18:55 Greggs
    21:15 Churchill China
    23:20 Kitwave
    26:00 Bid approach for Bakkavor by Greencore
    29:00 Van Elle
    33:05 Watkin Jones
    38:10 Grainger
    41:00 Beeks Financial Cloud
    45:05 Intercede
    50:45 Essensys
    56:05 Tracsis
    58:55 Bloomsbury Publishing
    61:20 OSB / One Savings Bank
    63:35Vanquis Banking
    65:15 B&M European
    69:30 Average position sizes
    69:45 Plexus Holdings

    #LABS #CLI #SAFE #SPI #FOUR #GRG #CHH #KITW #BAKK #GNC #VANL #WJG #BKS #IGP #ESYS #TRCS #BMY #OSB #VANQ #BME #POS
    Más Menos
    1 h y 12 m
  • 2060: Q&A with Richmond Hill Chairman, Hamish Harris

    2060: Q&A with Richmond Hill Chairman, Hamish Harris
    Mar 14 2025
    Watch on YouTube

    Richmond Hill has just signed a letter of intent to acquire a significant swathe of exploration licences in Quebec. The licences are thought to be prospective for copper, gold and antimony, amongst other metals. Hamish Harris joins to tell us about Richmond Hill's transition away from the drinks industry into natural resources, and to outline what happens next
    Más Menos
    6 m
  • 2059: Q&A with Harena Resources CEO, Joe Belladonna

    2059: Q&A with Harena Resources CEO, Joe Belladonna
    Mar 13 2025
    Watch on YouTube

    Harena Resources will shortly be listed on the main board of the London Stock Exchange, following a reversal into Citius, a cash shell. Harena's Joe Belladonna joins us to discuss the upcoming feasibility study, relations with the Madagascar government, the macro-economic positioning of rare earths, and much more
    Más Menos
    23 m
  • 2058: The Exchange with Richard Crow

    2058: The Exchange with Richard Crow
    Mar 10 2025
    In this investing masterclass, stock market expert Richard Crow (alias Cockney Rebel) walks me through his view of the markets and latest thoughts on 17 stock ideas, including:
    00:00 Equity outlook
    05:30 Rolls Royce
    13:50 Avon Technologies
    16:00 ITV
    18:10 Audioboom
    24:15 Onthebeach
    28:55 Filtronic
    35:00 CMC Markets
    39:10 ME Group
    41:35 Carclo
    46:05 Coats - apologies, unfortunately I got confused and stupidly thought #COA was Bodycote #BOY. Just highlights the dangers of trying to answer investor questions live. C'est la vie.
    48:05 Mpac
    52:35 Anpario
    57:25 Watkin Jones
    63:05 Zotefoams
    67:00 Liontrust Asset management
    72:25 Keller
    75:25 Bloomsbury Publishing
    78:50 Favourite 2 stock ideas for the rest of 2025. #BOOM & #WJG
    Más Menos
    1 h y 22 m
  • 2057: Small-cap Investing with Paul Hill and Paul Scott

    2057: Small-cap Investing with Paul Hill and Paul Scott
    Mar 7 2025
    In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following:

    00:00 What’s happening on the markets & why investors shouldn’t be too despondent.
    06:40 Warehouse REIT
    10:00 De La Rue
    14:35 Spire Healthcare Group plc
    21:45 Capita
    27:05 Hunting
    31:40 Gaming Realms
    36:05 ITV
    40:15 Zotefoams
    42:50 Tracsis PLC – New Purchase
    49:45 H&T Group plc
    55:55 FW Thorpe Plc
    60:15 Quartix UK Tech
    Más Menos
    1 h y 7 m
  • 2056: Q&A with Ubique Minerals CEO & Chairman, Vilhjalmur Vilhjalmsson

    2056: Q&A with Ubique Minerals CEO & Chairman, Vilhjalmur Vilhjalmsson
    Mar 6 2025
    Watch on YouTube

    At PDAC 2025, Vilhjalmur Vilhjalmsson, CEO of Ubique Minerals (CSE: UBQ), outlines the company’s upcoming exploration campaign in Namibia, focusing on the eastern extension of past-producing zones. With local support, and existing infrastructure, Ubique aims for steady progress updates, refining targets ahead of potential drilling in mid-2025.
    Más Menos
    6 m
  • 2055: Helium: what is it, why's it so valuable, and how do you find it? With Andy Carroll of Mosman

    2055: Helium: what is it, why's it so valuable, and how do you find it? With Andy Carroll of Mosman
    Mar 6 2025
    Watch on YouTube

    The helium price has soared in recent years as demand from hi-tech industries has risen and supply has struggled to keep pace. Much of the oil and gas skillset is transferable to helium, but there are significant differences. Mosman's Andy Carroll takes us through the geology, the extraction techniques, processing, sales pricing and overall market dynamics of the helium market. The US and Australia are key, but there are also major production hubs in Qatar and Russia, although no one player controls pricing or supply. Carroll weaves it all together, and also talks about his own experiences in the industry
    Más Menos
    59 m
  • 2054: Q&A with Carlton Precious Metals CEO, Martin Walter

    2054: Q&A with Carlton Precious Metals CEO, Martin Walter
    Mar 5 2025
    Watch on YouTube

    At the PDAC 2025 convention in Toronto, Martin Walter, CEO of Carlton Precious Metals (TSX-V: CPI), discusses the company's flagship Esquilache Silver Project in Peru. With a background in major silver transactions, including the sale of Aquiline Resources, Walter highlights Esquilache's high-grade silver, gold, and base metals, positioning CPI well in the current silver bull market.
    Más Menos
    13 m