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 21 stock ideas, including:
(Nb. Apologies, the intro video didn’t work this morning wrt the 1st 10 seconds of the interview)
00:00 Equity outlook & closing NAV discounts
05:45 Tribal
10:10 Pinewood Technologies
12:40 NCC
14:55 Spire Healthcare
18:00 EKF Diagnostics
20:40 ProService Building Services (formerly HSS)
26:05 NIOX
30:10 Optima Health
33:40 Pebble Group
38:35 Paypoint
41:45 Zigup
44:55 Avingtrans
47:50 Trifast
52:45 Use of EBITDA vs EBIT/PBT as a valuation metric
55:00 MJ Gleeson
57:35 River Global B shares (re 30% ownership of Parmenion)
1:00:45 Tate & Lyle
1:02:00 Centaur Media
1:03:20 Fevara
1:06:05 Big Technologies
1:08:05 Hargreaves Services
1:11:30 Animalcare
1:15:25 Favourite stock ideas for 2026. Trifast & Oryx International.