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@CapitalPmh

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Paul Hill: Investor, capital markets commentator & analyst. All views are my own. Please DYOR. Full disclosure available on https://t.co/3JUBBuJbNy

Birmingham UK
Joined October 2015
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@CapitalPmh
PMH Capital
3 days
#AGFX . Given there is now no regulated trading allowed, then until the Voluntary Requirement is lifted, it appears #Argentex is worthless (apologies, I appreciate this is somewhat obvious)! . Meaning @ifxpayments will need to get their finger out PRONTO, or they're going to lose
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@CapitalPmh
PMH Capital
4 days
#IXI. In this upbeat interview, CEO Bram Goorden / @BramGoorde41981 of @IXICOnews - an AI powered medical imaging analytics firm - takes me through today’s positive trading update and upgraded FY25 sales guidance. Disclosure: @IXICOnews is a @VOXmarkets client.
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@CapitalPmh
PMH Capital
4 days
#IXI . You can’t keep a high quality company down. Indeed despite the current R&D budget headwinds in the US (re NIH) which has already impacted several much bigger healthcare stocks (eg CROs), @IXICOnews is bucking the trend. Indeed today, this AI powered neuro degenerative
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@CapitalPmh
PMH Capital
5 days
#MCG #CHRT #GRI #WSP #BTRW #GLE #BKS #ACSO #BMY #BME #MCB #CRL #SOS #CNS #MWE #CBOX #CARD #MOON #LTHM #NXR #CER #QTX. In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. 00:00 Recent buys.
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@CapitalPmh
PMH Capital
6 days
Live at 2pm tomorrow (Wedn 16th July) on @VOXmarkets , I have the pleasure again of discussing all things smallcap with equity analyst & commentator Paul Scott. As usual we'll try to answer any of your investment questions too. Everyone is welcome.
www.youtube.com
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@CapitalPmh
PMH Capital
7 days
#SPEC #KITW #CHRT #SRC #AVG #AT. #BBSN #SPA #TRCS #EYE #VLX. In this investing masterclass, accomplished UK fund manager Nick Hawthorn of @downingllp walks me through his view of the markets and latest thoughts on 11 stocks:. 00:00 Equity outlook & stock selection process. 06:55.
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@CapitalPmh
PMH Capital
7 days
#CML . Nice surplus land disposal by CML Microsystems (a niche low power, communication chip designer) for £7m, or 40p/share. The £7m also appears to be a lot higher than the net book value of the property which I believe was around £2m. Plus, it seems as though some local
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@CapitalPmh
PMH Capital
10 days
Live & exclusively for the 1st time ever at 9.30am Monday (ie 14th July) on @VOXmarkets , I have the pleasure of discussing all things UK small/midcap stocks with accomplished UK fund manager Nick Hawthorn of @downingllp . It's sure to be a fascinating chat, alongside trying to.
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@CapitalPmh
PMH Capital
11 days
#RWS #BOWL #FOUR #SAA #WISE #TET #EYE #TRCS #CLBS #SYS1 #WPP #CML #CAR #GRI #CLI #HTG #POS #BYTE #MACF #HSW #GRG #VCT. In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas. 00:00 Equity.
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@CapitalPmh
PMH Capital
12 days
#FIN . Constantly delighting customers is an essential part of the DNA of successful businesses. It’s no different in the foreign exchange world. Where despite the ongoing macro uncertainty, @_finseta - a cross border payments platform for high net worth individuals (HNWIs, 42%)
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@CapitalPmh
PMH Capital
12 days
This MAY partly explain why shares in the 6 of the big UK housebuilders have been weak over the past fortnight.
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@CapitalPmh
PMH Capital
12 days
Live at 2pm tomorrow (Thurs 10th July) on @VOXmarkets , I have the pleasure again of discussing all things smallcap with equity analyst & commentator Paul Scott. As usual we'll try to answer any of your investment questions too. Everyone is welcome.
www.youtube.com
In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.00:00 Equity o...
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@CapitalPmh
PMH Capital
16 days
Yikes . Big tackle today for the Lions as they beat the NSW Waratahs in Sydney 21-10.
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@CapitalPmh
PMH Capital
16 days
My wife and I have just returned from a fab holiday in Abersoch Wales - seeing the dolphins, bird life, crystal clear waters & of course the inside of several empty bottles of wine/prosecco. Anyway a big shout out & thanks to @NickFitton14, who kindly gave me some marvellous
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@CapitalPmh
PMH Capital
18 days
#VLG . Highly encouraging to see four @venturelifegp directors buying shares yesterday at between 54.0p & 59.2p - including the CEO and chairman. Interesting times.
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@CapitalPmh
PMH Capital
20 days
#MPAC. Over the past 3 months the key US ISM Manufacturing index has contracted sharply due to the destabilising effect of Trump’s tariffs and the wider geopolitical turmoil. In essence, why would corporates choose to build a new production line or factory, when they have little
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