
In this investing masterclass, accomplished UK small/midcap fund managers Christopher and Nick Mills of Harwood Capital take me through their views of the markets and latest thoughts on 23 stock ideas, including:
00:00 Smallcap/equity outlook.
02:25 Closing discounts to NAV for Oryx and North Atlantic
06:00 Tate & Lyle
08:00 Spire healthcare
08:55 Pinewood Tech
13:05 Tribal Group
17:05 Big Technologies
19:40 NIOX
26:30 EKF Diagnostics
29:35 Optima Health
34:35 Restore
38:15 Pebble Group
42:25 Trifast
47:50 Paypoint
51:00 CVS Group
55:05 Venture Life
58:30 Hargreaves Services
62:00 MJ Gleeson and UK housing market
72:25 Redcentric
73:25 Polar Capital
75:25 TP ICAP
78:20 Conduit Re
83:30 Fevara (formerly Carr’s)
87:30 River Global B shares
92:50 NCC
94:05 MycelX Tech
95:00 Favourite stock ideas for next 12 months. Pebble Group and Optima Health


