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In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 24 stock ideas.

00:00 CMA’s findings wrt UK drug pricing for pets. CVS Group & Pets at Home
07:10 This week’ sells (Gemfields) and buys (08:35 Greggs & UK long bonds)
13:35 Genus
18:40 Clarkson & impact of Trump’s tariffs
24:05 Victrex
27:00 LBG Media
29:35 MPAC
33:15 Trifast
36:55 Strix
39:00 DRX
43:00 Eleco
47:50 Tracsis
49:35 Corero Network Security
52:20 Focusrite
56:00 Restore
58:55 Cambridge Cognition
61:30 UK house builders - Taylor Wimpey & Persimmon
63:00 Aberdeen & Jupiter
65:30 Whitbread
68:45 Carclo