# 2440:  2 P's on a Pod: Profit Warnings, Takeovers & UK Small Caps

Page: https://stenobird.com/podcast/the-vox-markets-podcast-3914537/2440-2-p-s-on-a-pod-profit-warnings-takeovers-uk-small-caps
Text version: https://stenobird.com/podcast/the-vox-markets-podcast-3914537/2440-2-p-s-on-a-pod-profit-warnings-takeovers-uk-small-caps.md
Podcast: [The Vox Markets Podcast](https://stenobird.com/podcast/the-vox-markets-podcast-3914537)
Published: 2026-07-03T12:26:22+00:00
Episode link: https://audioboom.com/posts/8923819
Audio file: https://dts.podtrac.com/redirect.mp3/audioboom.com/posts/8923819.mp3?modified=1783082084&sid=5051662&source=rss
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Duration seconds: 5150

## Resource

Watch on YouTube In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas. 00:00 Portfolio performance in H1’26 02:45 Craneware 17:25 CMC Markets 21:45 Topps Tiles 25:45 James Latham 30:05 Activeops 41:20 Focusrite 45:15 Cake Box 49:05 Proservice Building Services 53:30 Seeing Machines 58:50 Invinity Energy Systems 61:50 JD Sports 63:45 AdvancedADVT 66:30 Filtronic 69:40 Kooth 73:05 Trifast 76:40 Cerillion 78:40 James Halstead 80:20 Outlook for H2’26

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## Transcript

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