2443: 2 P's on a Pod: What Happens Next for UK Small Caps?

2443: 2 P's on a Pod: What Happens Next for UK Small Caps?

July 10, 2026 · 1h 20m · Episode 2443

About this episode

The episode discusses various stock ideas and insights on UK small caps with analyst Paul Scott.

Watch on YouTube In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. 01:10 easyjet 04:55 Jet2 08:10 Aim vs Main market listing 10:05 Avingtrans 14:30 Keller 16:40 UK housebuilders: Vistry, MJ Gleeson, Crest Nicholson and Henry Boot 25:10 Capita 30:55 Boku and Bango 37:15 Victrex 43:30 Johnson Service Group 46:05 Tristel 51:10 Playtech 54:45 Hostelworld 57:50 Hays 62:15 Victoria 66:45 Next 15 70:20 Renishaw 72:55 Water Intelligence 77:55 MedPal AI #EZJ #JET2 #AVG #KLR #VTY #GLE #CRST #BOOT #CPI #BOKU #BGO #TSTL #VCT #HAS #PTEC #HSW #RSW #VCP #NFG #JSG #WATR #MPAL

People in this episode

Guest: Paul Scott

Topics covered

Keywords

Mentioned in this episode

Organizations: easyjet, Jet2, Avingtrans, Keller, Vistry, MJ Gleeson, Crest Nicholson, Henry Boot, Capita, Boku

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