2Ps on a Pod — Is M&A Activity in UK Small Caps Telling Us Something the Market Isn't?
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2Ps on a Pod — Is M&A Activity in UK Small Caps Telling Us Something the Market Isn't?

1:32:51 Mar 18, 2026
About this episode
Watch on YouTubeIn this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas.00:00 Sectors potentially benefiting from the war in Iran02:45 Eleco06:55 CAB Payments10:45 System113:50 M&C Saatchi17:10 Trustpilot20:20 Close Brothers23:45 TP ICAP26:40 Funding Circle33:45 Vistry37:45 Victrex43:30 Intercede49:25 Beeks Financial53:25 Fonix57:20 Tribal1:00:45 Spire Healthcare and UK M&A activity1:06:45 ITV1:10:45 JD Sports1:15:25 Intuitive Investments1:22:00 Zotefoams1:24:50 Somero Enterprises1:26:50 Eagle Eye#ELCO #CABP #SYS1 #SAA #TRST #CBG #FCH #TCAP #VTY #VCT #SPI #IGP #SPI #BKS #FNX #TRB #ITV #JD. #IIG #SOM #ZTF #EYE------------------------------------------------------------Follow us:X (Twitter): https://x.com/VOXmarketsLinkedIn: https://www.linkedin.com/company/vox-markets/TikTok: https://www.tiktok.com/@voxmarkets
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