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

Page: https://stenobird.com/podcast/the-vox-markets-podcast-3914537/2428-2-p-s-on-a-pod-is-uk-takeover-activity-just-getting-started
Text version: https://stenobird.com/podcast/the-vox-markets-podcast-3914537/2428-2-p-s-on-a-pod-is-uk-takeover-activity-just-getting-started.md
Podcast: [The Vox Markets Podcast](https://stenobird.com/podcast/the-vox-markets-podcast-3914537)
Published: 2026-06-26T13:24:08+00:00
Episode link: https://audioboom.com/posts/8921256
Audio file: https://dts.podtrac.com/redirect.mp3/audioboom.com/posts/8921256.mp3?modified=1782480743&sid=5051662&source=rss
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Duration seconds: 5152

## Resource

Watch on YouTube In 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 Solutions 04:00 Recent buys 07:25 Spire Healthcare 12:45 Ramsdens 19:15 Segro 23:50 Easyjet 28:10 Gamma Communications 31:30 IP Group 33:40 ITV 37:00 Avingtrans 40:35 Distribution Finance Capital Holdings 44:35 Volex 48:50 Telecom Plus 51:25 Impact of change in tax treatment of cash held in ISAs 53:50 Moonpig 57:55 Gear4Music 1:00:25 McBride 1:07:55 MHA 1:13:15 Low margin retailers eg AO World, Halfords, etc 1:15:40 NIOX 1:18:15 BRCK / Brickability 1:20:05 Severfield 1:23:05 Carclo #AMS #SPI #RFX #SGRO #EZJ #GAMA #IPO #AVG #DFCH #ITV #AO. #HFD #MOON #TEP #MHA #MCB #VLX #BRCK #G4M #NIOX #SFR #CAR

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## Transcript

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