2428: 2 P's on a Pod: Is UK Takeover Activity Just Getting Started?

Watch on YouTubeIn this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.00:00 Advanced Medical Solutions04:00 Recent buys07:25 Spire Healthcare12:45 Ramsdens19:15 Segro23:50 Easyjet28:10 Gamma Communications31:30 IP Group33:40 ITV37:00 Avingtrans40:35 Distribution Finance Capital Holdings44:35 Volex48:50 Telecom Plus51:25 Impact of change in tax treatment of cash held in ISAs53:50 Moonpig57:55 Gear4Music1:00:25 McBride1:07:55 MHA1:13:15 Low margin retailers eg AO World, Halfords, etc1:15:40 NIOX1:18:15 BRCK / Brickability1:20:05 Severfield1:23:05 Carclo#AMS #SPI #RFX #SGRO #EZJ #GAMA #IPO #AVG #DFCH #ITV #AO. #HFD #MOON #TEP #MHA #MCB #VLX #BRCK #G4M #NIOX #SFR #CAR