00:00 His outlook for smallcaps, M&A, benefits of Stockopedia community & key learnings from 2023 16:50 Plexus & portfolio position sizing 31:35 MS International #MSI 33:50 Spectra Systems #SPSY 37:30 Equals #EQLS 41:30 Record #REC, Argentex #AGFX & Cornerstone FS #CFCS 45:50 General health of UK consumer & Cake Box 51:50 XP Factory #XPF & Revolution Bars #RGB 54:50 Supreme #SUP 01:01:35 Gresham Technologies #GHT 01:04:55 Building products industry, Epwin & importance of ‘cashflow / interest’ cover for indebted firms 01:13:35 Kier & adjusting for pension schemes 01:19:20 Renold #RNO 01:22:10 Zotefoams #ZTF & top slicing winners 01:28:30 Fonix Mobile #FNX & general areas to avoid in 2024
I agree with Paul Scott, in that some of the new accounting standards confuse matters. I was in my prime as an accountant before the year 2000 and the accounting standards in force then were far more sensible. Yet another step backwards and I fear shooting ourselves in the foot as reagrds company valuations.
00:00 His outlook for smallcaps, M&A, benefits of Stockopedia community & key learnings from 2023
16:50 Plexus & portfolio position sizing
31:35 MS International #MSI
33:50 Spectra Systems #SPSY
37:30 Equals #EQLS
41:30 Record #REC, Argentex #AGFX & Cornerstone FS #CFCS
45:50 General health of UK consumer & Cake Box
51:50 XP Factory #XPF & Revolution Bars #RGB
54:50 Supreme #SUP
01:01:35 Gresham Technologies #GHT
01:04:55 Building products industry, Epwin & importance of ‘cashflow / interest’ cover for indebted firms
01:13:35 Kier & adjusting for pension schemes
01:19:20 Renold #RNO
01:22:10 Zotefoams #ZTF & top slicing winners
01:28:30 Fonix Mobile #FNX & general areas to avoid in 2024
Great interview- thanks for the insights. Paul Scotts podcast is unmissable content for me every week
Great to have Paul in Plexus!! 😎
I agree with Paul Scott, in that some of the new accounting standards confuse matters. I was in my prime as an accountant before the year 2000 and the accounting standards in force then were far more sensible. Yet another step backwards and I fear shooting ourselves in the foot as reagrds company valuations.
Paul scott 👏
I am still a smoker and like Paul I will not invest in Tobacco or Vaping on ethical grounds!