2396: The Exchange with Gervais Williams of Premier Miton
In this episode of Vox Markets Live, UK fund manager Gervais Williams discusses the current state and outlook for UK small‑ and mid‑cap equities, arguing that they are vastly undervalued and poised to deliver outsized returns as investors diversify away from over‑concentrated mega‑cap tech stocks. He highlights several high‑conviction ideas, including U‑Group’s rapid organic growth and cash‑rich balance sheet in the B2B energy space, Europa Oil & Gas’s low‑cost, high‑probability drilling project in Equatorial Guinea, and the resurgence of UK‑based tungsten miner Tungsten West, which could become a world‑leading low‑cost producer. Williams also touches on life‑science player NIOX and its defensive stance against a takeover bid, underscoring the importance of selective, high‑margin niche businesses in a volatile macro environment.
2355: 2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott
In this episode Paul Hill and equity analyst Paul Scott dive deep into the world of UK small‑cap stocks, focusing on building‑products distributors, IoT monitoring firms, and other niche sectors. They discuss recent market volatility driven by geopolitical tensions and...
2314: 2 P's on a Pod: The AI Winners Nobody's Talking About
In this fast‑paced small‑cap episode, UK equity analyst Paul Scott and host discuss 16 AI‑adjacent stock ideas, ranging from UK fintechs like Moneysupermarket (MONY) and Craneware (CRW) to niche tech firms such as Seeing Machines (SEE) and hVivo (HVO). They...
2310: The Exchange with James Thorne of Colombia Threadneedle
In this masterclass, James Thorne of Columbia Threadneedle shares his market outlook, focusing on UK mid‑ and small‑cap equities and providing detailed analysis of 18 individual companies ranging from Auction Technology Group to LSL Property Services. He highlights the potential...