2283: 2 P's on a Pod: Defence Stocks Peak, Recruiters Crash & Hidden Gems

from The Vox Markets Podcast · host Vox Markets Podcast

In this week’s upbeat smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas:00:00 Oxford Biomedica03:50 IQE08:05 Robert Walters13:55 MS International, Cohort & defence sector19:35 Dunelm21:40 Shoe Zone25:45 Which retailers to look at27:20 Fevertree30:40 Premier Miton & fund manager headwinds38:40 Ashmore Group42:00 ME Group46:15 Eagle Eye52:35 Quartix Technologies57:50 Mpac Group64:05 Avacta70:05 Gamma Communications72:45 Xaar77:55 Iofina82:35 The Mission Group68:45 Interesting stock ideas from yesterday's Harwood Capital fund manager interview

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This episode was published on January 15, 2026.

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