2422: The Exchange show with Christopher and Nick Mills of Harwood Capital

from The Vox Markets Podcast · host Vox Markets Podcast

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 Atlantic06:00 Tate & Lyle08:00 Spire healthcare08:55 Pinewood Tech13:05 Tribal Group17:05 Big Technologies19:40 NIOX26:30 EKF Diagnostics29:35 Optima Health34:35 Restore38:15 Pebble Group42:25 Trifast47:50 Paypoint51:00 CVS Group55:05 Venture Life58:30 Hargreaves Services62:00 MJ Gleeson and UK housing market72:25 Redcentric73:25 Polar Capital75:25 TP ICAP78:20 Conduit Re83:30 Fevara (formerly Carr’s)87:30 River Global B shares92:50 NCC94:05 MycelX Tech95:00 Favourite stock ideas for next 12 months. Pebble Group and Optima Health

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This episode was published on June 15, 2026.

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