2422: The Exchange show with Christopher and Nick Mills of Harwood Capital
JUN 15, 202697 MIN
2422: The Exchange show with Christopher and Nick Mills of Harwood Capital
JUN 15, 202697 MIN
Description
<div>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:<br>00:00 Smallcap/equity outlook.<br>02:25 Closing discounts to NAV for Oryx and North Atlantic<br>06:00 Tate & Lyle<br>08:00 Spire healthcare<br>08:55 Pinewood Tech<br>13:05 Tribal Group<br>17:05 Big Technologies<br>19:40 NIOX<br>26:30 EKF Diagnostics<br>29:35 Optima Health<br>34:35 Restore<br>38:15 Pebble Group<br>42:25 Trifast<br>47:50 Paypoint<br>51:00 CVS Group<br>55:05 Venture Life<br>58:30 Hargreaves Services<br>62:00 MJ Gleeson and UK housing market<br>72:25 Redcentric<br>73:25 Polar Capital<br>75:25 TP ICAP<br>78:20 Conduit Re<br>83:30 Fevara (formerly Carr’s)<br>87:30 River Global B shares<br>92:50 NCC<br>94:05 MycelX Tech<br>95:00 Favourite stock ideas for next 12 months. Pebble Group and Optima Health</div>