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In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 24 stock ideas.
00:00 Rotork
04:45 Gooch & Housego
08:10 System1 and Brave Bison
13:55 Ramsdens
16:15 AdvancedADVT
25:55 M&C Saatchi
27:30 @eggfreecakeuk
31:50 Alumasc
36:35 @WeAreEagleEye
41:40 Big Technologies
44:30 Beeks Financial
47:20 Lendinvest
50:00 Foxtons
52:10 Headlam/Likewise
54:25 Alfa Financial
58:55 Cerillion
61:30 BRCK / Brickability
63:40 Vistry
68:00 Dr Martens
69:40 Capital Ltd
72:50 Sysgroup
75:35 MS International
Published by @VOXmarkets
https://t.co/5M0j08uNLt
#CAPD on course to close over the 30ema and break resistance - ( first time since 3rd June )
Thanks to
ZOOLOOK
#CAPD ( a great trading update today) reiterating full‑year revenue guidance of $410 - $440 million saying it remains well positioned to deliver continued growth across all three divisions.
Only fly in the ointment is concerns over the Riqo Diq contract where some reassurance was provided.
Dirt cheap IMO.
https://t.co/KxSTZQhDJ2
Financial Highlights
· Total revenue of $117.3 million, a 34.2% increase on Q2 2025 ($87.4 million) and a 15.3% increase on Q1 2026 ($101.7 million);
- Drilling and associated revenue for the quarter was $68.0 million, up 7.9% on Q2 2025 ($63.0 million) and up 8.3% on Q1 2026 ($62.8 million);
- Mining revenue for the quarter was $25.5 million, up 264.3% on Q2 2025 ($7.0 million) and up 41.7% on Q1 2026 ($18.0 million); and
- MSALABS revenue for the quarter was $23.8 million, up 36.8% on Q2 2025 ($17.4 million) and up 13.9% on Q1 2026 ($20.9 million).
Capital Investments: Beating benchmarks
· The total value of investments (listed and unlisted) was $116.5 million as at 30 June 2026, up from $97.5 million as at 31 December 2025….
Capital Mining: Operating as planned
· Our operations at Reko Diq continue to perform in line with the contract:
- Capital remains a key contractor on-site and continues to work closely with site management and project stakeholders to support ongoing operations and development activities under the terms of our existing contract;
- As previously announced by Barrick on 2 April 2026, its management considers it necessary to slow development activity at Reko Diq and continue the project review until mid-2027. They noted that, while development activity will be slowed, the project will remain under active management with reduced capital spend;
- To date, there has been no change to Capital's operating position at site;
#CAPD decent
Capital Limited @_CapitalLimited #CAPD has published a new Regulatory News announcement.
Please click on the below title to see the full release:
Capital Limited - Q2 2026 Trading Update
https://t.co/EsZXnQ6YkT
The latest addition to our fleet has arrived at Jabal Sayid. Rig 211 is part of our ongoing fleet management program, ensuring we maintain a young modern fleet incorporating the latest features for operational efficiency and safety.
#CAPD #CapitalLimited #Drilling #Mining #JabalSayid #SaudiArabia #Safety #OperationalExcellence #ModernFleet
❌️Neglixencia da Xunta co CAPD. Demandamos actuación ante denuncias graves e que Política Social pare de mentir #capd #ourense #discapacidade #dereitos
On this #AfricaDay, sovereignty must also mean financial autonomy
Africa cannot negotiate debt with fragmented voices. At the #AfDB CSOForum in 🇨🇬, @fes_au is convening discussions on the #ADMM to advance the #CAPD and strengthen African-led calls for debt transparency.
#RKW #FTC #VANL #TET #EYE #RM. #TRB #KOO #FCH #MERC #CAPD #FSJ #VID #CPI
In this investing masterclass, accomplished UK fund manager Richard Staveley of Rockwood Strategic and @harwoodcapital , takes me through his latest thoughts on the following:
00:00 Stock picking magic behind Rockwood’s alpha generation
02:05 Filtronic
10:35 Van Elle
12:10 Treatt
14:00 Eagle Eye
21:10 RM Group
26:05 Tribal
32:00 Kooth
38:05 Funding Circle
42:20 Mercia Asset Management
48:05 Capital Ltd
54:30 James Fisher
59:15 Videndum
67:05 Capita
Published by @VOXmarkets
https://t.co/McF8Ycgtum
#CAPD exciting times in Mali unfortunately
..an ex holding from many years ago when they had a similarly extreme event in Egypt when receivables weren’t received and that created a price dislocation worth taking advantage of
…this might have a similar impact but it’s a much more diverse business nowadays
Jamie Boynton was happy to talk to me & that was extremely helpful
Exited at a decent profit when he sold down meaningfully…but it’s done ok since.
Interesting business
@MarkDampier @CharlieHuggins_ @rchrdsut76 @Jam4u_75 @annabelbrodies @PETERMINIHAN @copytaster @LondonSouthEast @DianaEPatterson @GeorgeO @HTVIOLA @Ramraj35hotmai1 @wheeliedealer @claudiohfox @Bouncetrade @MY21_Oracle @purestockfacts @marxnd @sanjkareer @TheReluctantIn2 @SethLevine2 @achildofthe70s @AlgyHall @TheIdleInvestor @ShareScope @John_Stepek @IChronicle @fei5al @RegHoare @NickBritton_ @YstoneAdvisory @FundFanatic @jerskillington @PoolbegPharma @Schroders @rwstone1 @n20investor @AICPRESS @harrimanhouse @masterinvestor @YahooFinance @peteratcmc @Dave76s @jeffprestridge @marben100 @HLInvest @WealthClubUK #TWINPETESINVESTING #Podcast 174: Long-term winning investing compounders for portfolio profits. #HLMA $WM #IMB #BATS #ROR #LSEG #RTO #JDG #CAML Compounding #Dividends📈#WarrenBuffett'💰💰outperformance
https://t.co/NTC0Qm1hzL
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https://t.co/yQI2oOc1vy
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