Christopher Mills of Harwood Capital provides his latest thoughts on the markets. 06/12/22

6th Dec '22 by Paul Hill

6 comments 2276 reads

#GLE #OTMP #APP #CBP #SBI #LOAD #AVG #EKF #RENX #VRCI #NIOX #CAU #HSP #ASTO #TCAP #TRB #SUR

Outstanding investors deliver best-in-class returns. None more so than Christopher Mills of Harwood Capital

Find out here, Christopher's latest thoughts on the capital markets alongside highlighting 17 potential investment ideas - including:

Outlook for equities. Start
Likelihood of a hard credit cycle in 2023. 06:25
UK house prices & mjgleeson plc. 08:20
OnTheMarket. 12:30
Identifying possible M&A targets - Appreciate & CURTIS BANKS GROUP PLC. 15:35
Delisting risk - SourceBio International Plc. 18:20
Crestchic Loadbanks. 24:05
Avingtrans 27:20 & 30:45
Hargreaves Services plc. 29:45
EKF Diagnostics. 32:20
Renalytix. 35:35
Verici Dx. 38:45
NIOX® 41:50
AssetCo plc. 46:50
Centaur Media Plc. 51:55
Tribal Group.54:10
TP ICAP. 57:15
Sureserve Group PLC.59:30
Black Swans to watch out for. 61:40
Options for investing in Harwood Capital Management Ltd. 63:50

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APrabhu

7th Dec '22

I can't get the links to work - is anyone else having this issue ?

Rusty2

Work for me but could be more direct.

Sound quality could be better, was there an issue with recording, seems to drop out quite frequently., on Chris's part.

sharw

ajayhprabhu - Try this as a direct link rather than through Linkedin:

https://www.voxmarkets.co.uk/a...

(May need registration, which is free)

8th Dec '22

Thank you!

Foodie

Is there an audio only podcast of this, prefer to listen on the go?

Wimbledonsprinter

9th Dec '22

Thanks for the interview. Christopher Mills is always very interesting and speaks very lucidly about his holdings. In hindsight, his comment that he has to be “careful” what he says about Crestchic (LON:LOAD) is quite amusing - also when he cautions that your £5 price target might be a tad optimistic.

I do think however, that you could have given him a harder time on Sourcebio. Particularly when he said that the main shareholders will be looking for an exit again in 3-5 years. If an exit means another IPO - I wonder who would be buyers.

Christopher Mills of Harwood Capital provides his latest thoughts on the markets. 06/12/22

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Paul Hill

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