Paul Scott
Person
Paul Scott is the publisher and presenter of the UK Small/Mid Caps Podcast.
What Paul Scott has said on podcasts
638 statements
Aeorema appears cheap, cash-rich, and currently performing well.
“it's a share I have followed before. Quite a few of my friends have big stakes in this one. It's, um, interesting little, very small nano-cap marketing company, uh, always seems to be in turnaround mode, but apparently it is actually now performing quite well and it's very cheap and it has, uh, net cash as well.”
Open the episode · Paul’s Podcast - Fri 18 Sept 2026Listen at 1:39
Dianomi’s takeover offer is a favorable outcome for shareholders.
“I would recommend a takeover bid at 64p plus a possible contingent payment”
Open the episode · Paul’s Podcast - Fri 18 Sept 2026Listen at 3:29
Mothercare shares are likely to become worthless.
“the shares are going to be a zero”
Open the episode · Paul’s Podcast - Fri 18 Sept 2026Listen at 4:48
Hedlum shareholders should treat the investment as worthless.
“I would just treat Hedlum as a zero, and if you do get, um, if you do get anything back, you'll have done well.”
Open the episode · Paul’s Podcast - Fri 18 Sept 2026Listen at 6:34
Investors should not keep investing in companies nearing collapse.
“if you keep throwing money at these types of things, these on the brink of collapse type situations, it's just the worst strategy you can imagine.”
Open the episode · Paul’s Podcast - Fri 18 Sept 2026Listen at 7:43
Peel will probably succeed in acquiring Harworth.
“Peel have got their teeth stuck into this and are probably going to succeed, if I had to guess.”
Open the episode · Paul’s Podcast - Fri 18 Sept 2026Listen at 9:04
Peel’s offer for Harworth is fair.
“I think it's a fair offer from, uh, from Peel.”
Open the episode · Paul’s Podcast - Fri 18 Sept 2026Listen at 9:41
Harworth shareholders should sell half and accept Peel’s offer.
“if I held the shares, which I don't, and obviously never ever advice— it's your money, so you have to make these decisions— um, I think I'd probably, um, sell half in the market and accept the offer.”
Open the episode · Paul’s Podcast - Fri 18 Sept 2026Listen at 9:45
Harworth shares may fall 20–30% if Peel withdraws.
“The shares are probably going to drop 20-30%.”
Open the episode · Paul’s Podcast - Fri 18 Sept 2026Listen at 10:02
Defence Holdings’ government contract may be promotional rather than substantive.
“It really does. And we haven't got the information to assess it. Um, is it real or just a ramp? I asked here. Could be either, I put diplomatically in our written report. But I have to say, my antennae are twitching and saying could well be a ramp.”
Open the episode · Paul’s Podcast - Fri 18 Sept 2026Listen at 15:41
Investors should avoid Defence Holdings.
“I wouldn't touch it with a barge pole. That's ALRT Defence Holdings.”
Open the episode · Paul’s Podcast - Fri 18 Sept 2026Listen at 16:04
Eagle Eye is an attractive investment opportunity.
“I think this is quite an exciting share.”
Open the episode · Paul’s Podcast - Fri 18 Sept 2026Listen at 19:02
Eagle Eye has strong ARR growth and is a global leader in personalized promotions.
“we both think Eagle Eye, it's not cheap on conventional metrics, but you've got very, very good ARR growth. And I think it is a global leader in what it does”
Open the episode · Paul’s Podcast - Fri 18 Sept 2026Listen at 19:36
Eagle Eye is a global leader in personalized supermarket promotions.
“I think it is a global leader in what it does, the personalized customer, personalized promotions for supermarkets.”
Open the episode · Paul’s Podcast - Fri 18 Sept 2026Listen at 19:44
UK equities are structurally undervalued versus American and private markets.
“the UK market is structurally undervalued compared with other financial markets, particularly America and, um, private markets”
Open the episode · Paul’s Podcast - Fri 11 Sept 2026Listen at 2:57
UK shares are especially vulnerable to takeover bids.
“UK shares are sitting ducks for takeover bids”
Open the episode · Paul’s Podcast - Fri 11 Sept 2026Listen at 3:10
The Bank of England will probably raise rates from 3.75% to 4%.
“if the Bank of England does raise from 3.75% to 4%, which I'd say is probably— I'm not an expert, but I would guess that's probably quite likely”
Open the episode · Paul’s Podcast - Fri 11 Sept 2026Listen at 4:14
A 5% tourist tax would damage demand for hotels.
“a maximum of 5%. 5% tourist tax, that seems a lot higher than I was expecting, and that I'm sure will really, um, will do some damage to demand for hoteliers”
Open the episode · Paul’s Podcast - Fri 11 Sept 2026Listen at 5:14
The proposed tourist tax would harm hospitality, especially hotels.
“this latest tourist tax, um, is, um, is not good news for, um, the hospitality sector, hotels in particular”
Open the episode · Paul’s Podcast - Fri 11 Sept 2026Listen at 6:06
- on Mission-critical embedded software companiesPositiveSep 11, 2026· UK Small/Mid Caps with Paul Scott
The SaaSpocalypse is irrelevant for mission-critical embedded software companies.
“for mission-critical, deeply embedded software companies, it's a red herring”
Open the episode · Paul’s Podcast - Fri 11 Sept 2026Listen at 9:36
His team probably correctly predicts stock moves at least nine times out of ten.
“I would say without having measured it, I would say it's probably at least 9 times out of 10 we do get them right”
Open the episode · Paul’s Podcast - Fri 11 Sept 2026Listen at 10:32
Circle 8's proposed acquisition of S3 is very unlikely to complete.
“very unlikely for this deal to go ahead, I think”
Open the episode · Paul’s Podcast - Fri 11 Sept 2026Listen at 18:54
One Health Group shares could perform well over roughly five years.
“as a sort of lock away and forget share for maybe 5 years or so, this I think could do well”
Open the episode · Paul’s Podcast - Fri 11 Sept 2026Listen at 20:27
One Health Group could roll out dozens of surgical hubs if Scunthorpe succeeds.
“this is then a rollout. They, they would then roll out more surgical hubs, and there's potential for dozens of them”
Open the episode · Paul’s Podcast - Fri 11 Sept 2026Listen at 22:22
He would invest long term in One Health Group after receiving a takeover windfall.
“I think if I, you know, if I were lucky enough to get a big takeover bid or something, I'd probably take some money and park it into this for the long term”
Open the episode · Paul’s Podcast - Fri 11 Sept 2026Listen at 22:52
Housing stimulus will eventually benefit Berkeley Group disproportionately.
“something is going to happen to stimulate the housing market sooner or later, um, and this I think would be in pole position”
Open the episode · Paul’s Podcast - Fri 11 Sept 2026Listen at 26:02
The UK housing market may improve within six months, but bond yields could worsen.
“we could be looking at an improved situation. We might not. Bond yields could get worse and worse, can't they? We just don't know.”
Open the episode · Paul’s Podcast - Fri 11 Sept 2026Listen at 27:21
Supermarket Income REIT assets are more attractive than government debt.
“these things, I think, are still far more attractive than owning government debt”
Open the episode · Paul’s Podcast - Fri 11 Sept 2026Listen at 29:15
Funding Circle is potentially attractive after its share-price decline.
“we think it's good”
Open the episode · Paul’s Podcast - Fri 11 Sept 2026Listen at 34:37
Quartix is a quality recurring-revenue business with attractive valuation and yield.
“Quality recurring revenues business, PE of 14, and a nice dividend yield of over 4%”
Open the episode · Paul’s Podcast - Fri 11 Sept 2026Listen at 35:54
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.”
Open the episode · Paul’s Podcast - Fri 4 Sept 2026Listen 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.”
Open the episode · Paul’s Podcast - Fri 4 Sept 2026Listen 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.”
Open the episode · Paul’s Podcast - Fri 4 Sept 2026Listen 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.”
Open the episode · Paul’s Podcast - Fri 4 Sept 2026Listen 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.”
Open the episode · Paul’s Podcast - Fri 4 Sept 2026Listen 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.”
Open the episode · Paul’s Podcast - Fri 4 Sept 2026Listen 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”
Open the episode · Paul’s Podcast - Fri 4 Sept 2026Listen 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.”
Open the episode · Paul’s Podcast - Fri 4 Sept 2026Listen 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.”
Open the episode · Paul’s Podcast - Fri 4 Sept 2026Listen at 10:24
UK small- and mid-cap shares are currently undervalued.
“the UK small and mid-caps are cheap.”
Open the episode · Paul’s Podcast - Fri 4 Sept 2026Listen at 10:49
Likewise still has considerable share-price upside.
“I still see, see very considerable upside on that.”
Open the episode · Paul’s Podcast - Fri 4 Sept 2026Listen 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”
Open the episode · Paul’s Podcast - Fri 4 Sept 2026Listen 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.”
Open the episode · Paul’s Podcast - Fri 4 Sept 2026Listen at 15:23
ThruVision will probably be sold within two years.
“expect, um, a sale of the company probably within the next 2 years”
Open the episode · Paul’s Podcast - Fri 4 Sept 2026Listen 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.”
Open the episode · Paul’s Podcast - Fri 4 Sept 2026Listen at 18:46
Victoria’s equity has little remaining value.
“the value in the shares of Victoria is long gone.”
Open the episode · Paul’s Podcast - Fri 4 Sept 2026Listen at 20:41
Victoria shareholders could lose their entire investment.
“it could be 100% loss.”
Open the episode · Paul’s Podcast - Fri 4 Sept 2026Listen 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.”
Open the episode · Paul’s Podcast - Fri 4 Sept 2026Listen at 21:09
Quartix is undervalued at its current share price.
“I think Cortex is a bargain.”
Open the episode · Paul’s Podcast - Fri 4 Sept 2026Listen at 27:11
FDM offers substantial potential upside despite weak market sentiment.
“I'm still really excited about the upside on FDM”
Open the episode · Paul’s Podcast - Fri 4 Sept 2026Listen 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.
What others have said about Paul Scott
2 statements · 2 positive
Paul Scott’s market calls are correct more than 90% of the time.
“And our hit rate, when we put things just into a simple good and bad format, we get about 90% plus of them right.”
Open the episode · Paul's Podcast - Fri 10 July 2026Listen at 2:26
Paul’s market calls have historically been correct more than 90% of the time.
“we get about 90% plus of them right”
Open the episode · Paul's Podcast - Fri 10 July 2026Listen at 2:31
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.
23 episodes featuring Paul Scott
UK Small/Mid Caps with Paul Scott
Paul Scott returns after a ten-day illness
The episode is primarily a personal reset, framing Scott’s independent investing commentary through his recovery and life in Gozo.
Sep 18, 2026 · 21 min
UK Small/Mid Caps with Paul Scott
UK GDP figures test the strength of Britain’s recovery
The episode uses fresh GDP data to examine whether Britain’s economic growth is broad and healthy or merely moving slowly.
Sep 11, 2026 · 37 min
UK Small/Mid Caps with Paul Scott
Paul Scott restarts free podcast after audio failure
The episode marks the week’s final free installment and frames premium subscriptions and audience sharing as central to the show’s model.
Sep 4, 2026 · 29 min
UK Small/Mid Caps with Paul Scott
Paul Scott takes the small-cap show to Malta
The episode offers a brief look at how Scott plans to maintain his regular small-cap investing routine while working remotely abroad.
Aug 28, 2026 · 21 min
UK Small/Mid Caps with Paul Scott
Paul Scott records a Friday podcast between beer and poker
The episode’s defining feature is its candid, improvised opening, offering a glimpse of the presenter’s informal recording routine rather than a developed market discussion.
Aug 21, 2026 · 17 min
UK Small/Mid Caps with Paul Scott
Paul Scott warns listeners about fake Substack accounts
The episode pairs a routine subscriber update with a practical warning about scammers impersonating the show on Substack.
Aug 14, 2026 · 13 min
UK Small/Mid Caps with Paul Scott
Paul Scott opens a delayed small-cap market discussion
The episode offers a brief window into the format and participants behind a UK small- and mid-cap investing podcast.
Aug 7, 2026 · 27 min
UK Small/Mid Caps with Paul Scott
Paul Scott marks 5,000 subscribers before London wine tasting
The episode is chiefly a milestone update, offering a brief snapshot of the podcast’s growing audience and its presenter’s schedule.
Jul 24, 2026 · 13 min
UK Small/Mid Caps with Paul Scott
Paul Scott pitches paid access to investment research
The episode is primarily a transparent explanation of how ShareIdeas.uk funds its free podcast through a £14 monthly premium membership.
Jul 17, 2026 · 41 min
UK Small/Mid Caps with Paul Scott
Paul Scott makes the case for direct premium subscriptions
The episode is chiefly a subscriber note, clarifying how listeners can access premium content while separating personal investment opinions from financial advice.
Jul 10, 2026 · 32 min
UK Small/Mid Caps with Paul Scott
Paul Scott cuts market talk short for a Halfords bike ride
The episode offers a brief personal update rather than substantive small-cap analysis, centered on Scott’s positive retail experience.
Jul 3, 2026 · 32 min
UK Small/Mid Caps with Paul Scott
Paul Scott opens the week’s final small-cap briefing
The episode offers a concise look at how an independent small-cap publication funds its work and frames its market commentary.
Jun 26, 2026 · 44 min
UK Small/Mid Caps with Paul Scott
Paul Scott opens Friday’s small-cap show with a subscription pitch
The episode is primarily an introduction to the podcast’s premium model, with Paul Scott framing access, flexibility and personal-investment disclaimers before the show begins.
Jun 19, 2026 · 37 min
UK Small/Mid Caps with Paul Scott
Paul Scott marks 58th birthday in brief podcast opening
The episode is a short personal opening whose main significance is its candid glimpse of the presenter before the programme turns elsewhere.
Jun 12, 2026 · 34 min
UK Small/Mid Caps with Paul Scott
Paul Scott keeps Friday’s small-cap briefing deliberately short
The episode offers a concise view of the podcast’s independent investing approach while pointing listeners toward its wider subscriber and event ecosystem.
May 22, 2026 · 37 min
UK Small/Mid Caps with Paul Scott
Paul Scott plans a remote return to Malta
The episode offers a personal glimpse into how Scott plans to balance remote work with warmer weather and renewed investing connections.
May 15, 2026 · 36 min
UK Small/Mid Caps with Paul Scott
Paul Scott revisits a disputed Novacyte market move
The episode shows how quickly a stock-market discussion can turn on correcting a single reported figure.
May 8, 2026 · 36 min
UK Small/Mid Caps with Paul Scott
Paul Scott flags another profit warning at Proservice
The episode pairs informal investor-lunch plans with a clear personal warning about a company Scott believes investors should avoid.
May 1, 2026 · 23 min
UK Small/Mid Caps with Paul Scott
Paul Scott corrects access to a three-company market report
The episode shows how a small-cap research service adjusted its paywall after an initial access error limited the report to premium subscribers.
Apr 10, 2026 · 19 min
UK Small/Mid Caps with Paul Scott
Iran war volatility tests small-cap bargain hunters
Paul Scott weighs whether wartime market disruption is temporary noise or an opening for long-term investors.
Mar 27, 2026 · 18 min
UK Small/Mid Caps with Paul Scott
Iran conflict jolts markets as Paul Scott weighs wider fallout
The episode captures how sudden geopolitical escalation can disrupt markets while raising difficult questions about economic and regional consequences.
Mar 20, 2026 · 37 min
UK Small/Mid Caps with Paul Scott
Paul Scott pairs market commentary with gardening brain fog
The episode is a candid reminder that the podcast offers fallible personal opinions, not investment advice or recommendations.
Mar 13, 2026 · 35 min
UK Small/Mid Caps with Paul Scott
Paul Scott questions Trump’s shifting Iran-war stance
The episode connects geopolitical uncertainty with the difficulty of judging risk in markets and individual companies.
Mar 6, 2026 · 26 min