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

Page: https://stenobird.com/podcast/the-vox-markets-podcast-3914537/2422-the-exchange-show-with-christopher-and-nick-mills-of-harwood-capital
Text version: https://stenobird.com/podcast/the-vox-markets-podcast-3914537/2422-the-exchange-show-with-christopher-and-nick-mills-of-harwood-capital.md
Podcast: [The Vox Markets Podcast](https://stenobird.com/podcast/the-vox-markets-podcast-3914537)
Published: 2026-06-15T11:56:55+00:00
Episode link: https://audioboom.com/posts/8916671
Audio file: https://dts.podtrac.com/redirect.mp3/audioboom.com/posts/8916671.mp3?modified=1781525095&sid=5051662&source=rss
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JSON: https://stenobird.com/v1/public/podcasts/the-vox-markets-podcast-3914537/episodes/2422-the-exchange-show-with-christopher-and-nick-mills-of-harwood-capital
Duration seconds: 5854

## Resource

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 Atlantic 06:00 Tate & Lyle 08:00 Spire healthcare 08:55 Pinewood Tech 13:05 Tribal Group 17:05 Big Technologies 19:40 NIOX 26:30 EKF Diagnostics 29:35 Optima Health 34:35 Restore 38:15 Pebble Group 42:25 Trifast 47:50 Paypoint 51:00 CVS Group 55:05 Venture Life 58:30 Hargreaves Services 62:00 MJ Gleeson and UK housing market 72:25 Redcentric 73:25 Polar Capital 75:25 TP ICAP 78:20 Conduit Re 83:30 Fevara (formerly Carr’s) 87:30 River Global B shares 92:50 NCC 94:05 MycelX Tech 95:00 Favourite stock ideas for next 12 months. Pebble Group and Optima Health

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## Transcript

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