Thu 15 May 2025 - Paul Scott's Small/Mid Cap Value Report

Alun's Snapshot up at 07:33. Main summary/agenda v1 up at 07:50. Starters: AV, SGE, UU, ITV, SRP, PFD, GRI, BAKK, WOSG, GNC, POLN, FTC, STB, NEXS Mains: ECEL (PW), ATG, COST, SAA, MBH

Good morning from the full team - Paul, Dave, Jon, and Alun!

Very busy day scheduled, so we’re about to get cracking.

Update at 13:43 - today’s report is now complete.

Just published - premium video article showing how I’ve used ShareScope to search for big market movers, and laggards, in recent rally. Some interesting share ideas flagged for you to do further research on.

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Weekly Roundup

Here’s the recording of today’s regular 2pm Thursday catch-up with Paul Hill & Paul Scott -

• 00:00 Is the recent ‘tariff induced’ rally sustainable or a ‘dead cat bounce’

• 04:00 H&T and M&A activity

• 06:10 Potential other M&A targets eg Inspiration Healthcare

• 11:40 Eurocell

• 15:55 Wickes

• 18:50 Brickability & Michelmersh

• 21:35 Marks & Spencer

• 25:00 Cranswick

• 27:10 Diaceutics

• 30:25 Tristel

• 33:30 Rank

• 37:05 Venture Life

• 41:15 MacFarlane

• 44:20 Foresight Group

• 48:20 ITM Power

• 52:55 Watches of Switzerland

• 57:00 Victorian Plumbing

• 61:45 What is a ‘coffee can’ stock?

• 62:30 Ultimate Products

• 66:00 Gooch & Housego

• 68:35 Mobico

• 71:55 Big Technologies

• 74:40 Argentex

End of free section.

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