2389: 2 P's on a Pod: M&A Themes, Software Winners & Retail Reality

About this episode

In this episode, Paul Scott discusses various stock ideas and market themes with a focus on M&A, software, and retail.

Watch on YouTube 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 Treatt 03:15 DCC 06:10 TT Electronics 07:55 Evoke 12:15 Auction Technology 14:45 Tate & Lyle 17:40 Tracsis 22:15 Activeops 29:30 Eagle Eye 32:20 Eleco 37:00 Warpaint 40:30 Seraphim Inv Trust 44:50 Telecom Plus 49:30 Card Factory 54:10 Shoe Zone 56:35 Sanderson Designs 57:55 ASA International 62:15 Ceres Power 64:55 Synthomer 69:05 GB Group 70:05 Intercede 73:10 Skillcast

People in this episode

Guest: Paul Scott

Topics covered

• M&A Themes
• Software Winners
• Retail Reality
• Stock Ideas
• UK Equity Analysis

Keywords

• M&A
• software
• retail
• stock ideas
• UK equity

Mentioned in this episode

Organizations: Treatt, DCC, TT Electronics, Evoke, Auction Technology, Tate & Lyle, Tracsis, Activeops, Eagle Eye, Eleco

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