# 2389: 2 P's on a Pod: M&A Themes, Software Winners & Retail Reality

Page: https://stenobird.com/podcast/the-vox-markets-podcast-3914537/2389-2-p-s-on-a-pod-m-a-themes-software-winners-retail-reality
Text version: https://stenobird.com/podcast/the-vox-markets-podcast-3914537/2389-2-p-s-on-a-pod-m-a-themes-software-winners-retail-reality.md
Podcast: [The Vox Markets Podcast](https://stenobird.com/podcast/the-vox-markets-podcast-3914537)
Published: 2026-04-30T15:08:34+00:00
Episode link: https://audioboom.com/posts/8897524
Audio file: https://dts.podtrac.com/redirect.mp3/audioboom.com/posts/8897524.mp3?modified=1777562120&sid=5051662&source=rss
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Duration seconds: 4587

## Resource

Watch on YouTube In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas. 00:00 Treatt 03:15 DCC 06:10 TT Electronics 07:55 Evoke 12:15 Auction Technology 14:45 Tate & Lyle 17:40 Tracsis 22:15 Activeops 29:30 Eagle Eye 32:20 Eleco 37:00 Warpaint 40:30 Seraphim Inv Trust 44:50 Telecom Plus 49:30 Card Factory 54:10 Shoe Zone 56:35 Sanderson Designs 57:55 ASA International 62:15 Ceres Power 64:55 Synthomer 69:05 GB Group 70:05 Intercede 73:10 Skillcast

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## Transcript

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