About this episode

In this episode, Paul Scott and the host discuss various stock ideas and market performance.

Watch on YouTube In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas. 00:00 Portfolio performance in H1’26 02:45 Craneware 17:25 CMC Markets 21:45 Topps Tiles 25:45 James Latham 30:05 Activeops 41:20 Focusrite 45:15 Cake Box 49:05 Proservice Building Services 53:30 Seeing Machines 58:50 Invinity Energy Systems 61:50 JD Sports 63:45 AdvancedADVT 66:30 Filtronic 69:40 Kooth 73:05 Trifast 76:40 Cerillion 78:40 James Halstead 80:20 Outlook for H2’26

People in this episode

Host: Vox Markets Podcast

Guest: Paul Scott

Topics covered

• profit warnings
• takeovers
• UK small caps
• stock ideas
• portfolio performance

Keywords

• profit warnings
• takeovers
• UK small caps
• stock ideas
• portfolio performance
• equity analyst
• market commentary

Mentioned in this episode

Organizations: Craneware, CMC Markets, Topps Tiles, James Latham, Activeops, Focusrite, Cake Box, Proservice Building Services, Seeing Machines, Invinity Energy Systems

More episodes of The Vox Markets Podcast

• 2448: The Exchange with Richard Crow · July 20, 2026 · 1h 49m
• 2447: 2 P's on a Pod: Could More UK Takeovers Follow? · July 17, 2026 · 1h 19m
• 2446: Winshear Metals: Massive sulphides at Portsoy? · July 16, 2026 · 8 min
• 2445: Poolbeg’s Big Biotech Moment? First Patient Dosed Ahead of Key POLB 001 Data · July 13, 2026 · 8 min
• 2444: European Green Transition: Potential £126m Repowering Revenue Opportunity · July 13, 2026 · 7 min
• 2443: 2 P's on a Pod: What Happens Next for UK Small Caps? · July 10, 2026 · 1h 20m

Explore listener stats, chart rankings, contacts and more on the The Vox Markets Podcast podcast page.