2281: The Exchange with Christopher & Nick Mills of Harwood Capital

Watch on YoutubeIn 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 21 stock ideas, including:                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              00:00 Equity outlook & closing NAV discounts05:45 Tribal10:10 Pinewood Technologies12:40 NCC14:55 Spire Healthcare18:00 EKF Diagnostics20:40 ProService Building Services (formerly HSS)26:05 NIOX30:10 Optima Health33:40 Pebble Group38:35 Paypoint41:45 Zigup44:55 Avingtrans47:50 Trifast52:45 Use of EBITDA vs EBIT/PBT as a valuation metric55:00 MJ Gleeson57:35 River Global B shares (re 30% ownership of Parmenion)60:45 Tate & Lyle62:00 Centaur Media63:20 Fevara66:05 Big Technologies68:05 Hargreaves Services71:30 Animalcare75:25 Favourite stock ideas for 2026. Trifast & Oryx International. #NAS #OIG #GLE #SPI #EKF #NIOX #PINE #TRB #BIG #PEBB #AVG #PAY #RVRB #NCC #TATE #HSP #ANCR #TRI #OPT #ZIG #CAU #PRO #FVA