Small Caps Podcast with Paul Scott – Episode 2 for 2023
A deluge of trading updates, we’ve been super-busy, covering a record 46 companies! Mostly in line updates, and surprisingly some ahead of expectations ones too. 8 profit warnings.
Market conditions have dramatically improved in the last couple of months, and have felt frenzied this week, with some staggering rebounds in small cap share prices, which seems quite indiscriminate. So I’m a little wary that euphoria might give way to profit-taking. So I discuss both bull & bear points, and some improving macro outlook considerations.
Thank you for all the interesting feedback last week, keep it coming, I read and enjoy your contributions, and it helps me understand if people are finding these podcasts useful, or whether I’m howling into a wilderness!!
Best wishes, Paul.