2277: 2 P’s on a Pod: Are Small Caps Set for a Cyclical Recovery in 2026?

2026-01-08

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In this New Year Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 smallcap stock ideas.00:00 Outlook for 202605:00 Auction Technology Group10:40 TT Electronics16:25 Hollywood Bowl21:40 City of London Investment Group23:20 Topps Tiles26:45 Restore32:55 RWS39:40 Greggs43:30 ITIM47:10 Cerillion51:50 accesso Technology55:05 Seeing Machines1:00:30 Quartix Technology and Microlise1:04:30 Videndum1:08:35 Gulf Marine...

In this New Year Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 smallcap stock ideas.

00:00 Outlook for 2026
05:00 Auction Technology Group
10:40 TT Electronics
16:25 Hollywood Bowl
21:40 City of London Investment Group
23:20 Topps Tiles
26:45 Restore
32:55 RWS
39:40 Greggs
43:30 ITIM
47:10 Cerillion
51:50 accesso Technology
55:05 Seeing Machines
1:00:30 Quartix Technology and Microlise
1:04:30 Videndum
1:08:35 Gulf Marine Services
1:21:30 MS International
1:23:40 Cohort

#ATG #TTG #BOWL #CLIG #CER #ASCO #ITIM #RST #RWS #TPT #GRG #SEE #VID #QTX #SAAS #GMS #MSI #CHRT
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2 P’s on a Pod brings Paul Hill and Paul Scott together each week to answer viewer questions live, discuss UK-listed companies and market updates, and react to macro developments, news, and investing themes as they unfold.
In this show you’ll find:

• Live responses to audience questions
• Discussion of UK-listed companies and market developments
• Commentary on macro trends, wider markets, and current news

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Learn more: https://www.voxmarkets.com

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