2507: 2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott

Two UK small-cap analysts favor Hunting, Mercia and Alfa Financial on sum-of-parts upside while abandoning Plexus Holdings and Craneware over cash and sector headwinds.

• Plexus exit: Paul Hill sold most of his Plexus Holdings (POS) stake after a three-year hold through a 10-bagger and subsequent collapse, citing a months-long news blackout and apparent cash burn.
• Hunting sum-of-parts: Paul Scott values Hunting (HTG) at £5.50/share via conservative 6-8x EBITDA multiples, versus a ~380p cost basis, citing oil-services tailwinds and a microbial enhanced-oil-recovery option worth up to $100m revenue by 2030.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.