Sep 4, 2026 · 29 min
Paul Scott restarts free podcast after audio failure
Paul’s Podcast - Fri 4 Sept 2026
The episode marks the week’s final free installment and frames premium subscriptions and audience sharing as central to the show’s model.
- 1Paul Scott restarts the recording after discovering an audio problem at the outset.
- 2The episode is presented as the final free podcast of the week.
- 3Scott credits premium subscribers and audience sharing with supporting the show’s reach.
Don't miss
Paul Scott discovers an audio problem and restarts the recording before welcoming listeners to the final free podcast of the week.
The brief
Paul Scott opens by restarting the recording after noticing an audio problem, making a technical mishap the episode’s first notable moment.
He welcomes listeners to the final free podcast of the week and establishes the episode as an accessible entry point to the show.
The introduction also explains the show’s support model: some free listeners become premium subscribers, while others help by sharing the content.
What was said on this episode
20 statements · 15 positive · 3 negative · 2 mixed
Eurocell may miss its full-year profit forecast because first-half profit was only one-third of expectations.
“our feeling is that the H1 profit was only about a third of the full-year forecast. So we suspect that it might stretch, uh, or might miss the full-year forecast.”
Listen at 3:54
Eurocell would trade at approximately seven times earnings if it meets its forecast.
“if it hits the full-year forecast, it'll only be on a PE of 7.”
Listen at 4:06
Eurocell offers cyclical upside but carries a risk of a second-half profit warning.
“I think you've got cyclical upside in there for free, but also a risk of an H2 profit warning is my analysis of it.”
Listen at 4:39
Building-products shares could experience staffing-sector-like upside during a recovery.
“I think you could see a similar sort of thing with building products possibly.”
Listen at 5:56
Unlocking affordable-housing budgets could initiate a recovery in building-products demand.
“the unlocking of the affordable housing budgets which is now underway, could be the start of green shoots there.”
Listen at 6:02
Good building-products shares could see substantial upside as sentiment improves.
“sentiment on building products shares, the good ones, could be, uh, could see some quite exciting upside there.”
Listen at 6:29
Some building-products companies could rise 50%, 100%, or more.
“I think wouldn't surprise me to see some of these building products companies, um, 50%, 100%, even higher”
Listen at 8:10
The UK government should abolish stamp duty to help revive the mortgage market.
“the government needs to just do something bold, get rid of stamp duty, abolish it.”
Listen at 9:16
Well-managed companies generally perform adequately even in difficult sectors.
“Decent, well-managed companies, even in tough sectors, tend to do okay.”
Listen at 10:24
UK small- and mid-cap shares are currently undervalued.
“the UK small and mid-caps are cheap.”
Listen at 10:49
Likewise still has considerable share-price upside.
“I still see, see very considerable upside on that.”
Listen at 11:18
Likewise may already be, or soon become, the sector’s market leader.
“it's going to be prob— maybe already is the, the market leader now in the sector”
Listen at 13:03
ThruVision may have reached a business inflection point.
“I suspect it's maybe— I'm not 100% certain, but maybe hit an inflection point.”
Listen at 15:23
ThruVision will probably be sold within two years.
“expect, um, a sale of the company probably within the next 2 years”
Listen at 18:00
ThruVision may have further share-price upside after its recent rise.
“I think there's more, um, more fuel in the tank there, I hope.”
Listen at 18:46
Victoria’s equity has little remaining value.
“the value in the shares of Victoria is long gone.”
Listen at 20:41
Victoria shareholders could lose their entire investment.
“it could be 100% loss.”
Listen at 20:53
Victoria could become a major multibagger if its business and sector recover dramatically.
“If there's a massive turnaround in the business and a huge recovery in the sector, you could have a major multibagger on your hands.”
Listen at 21:09
Quartix is undervalued at its current share price.
“I think Cortex is a bargain.”
Listen at 27:11
FDM offers substantial potential upside despite weak market sentiment.
“I'm still really excited about the upside on FDM”
Listen at 28:27
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
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