Fund manager James Thorne at Columbia Threadneedle highlights 17 stock ideas

27th Jun '23 by Paul Hill

2 comments 1200 reads

Timestamps

Outlook for equities. 00:00
Generative #ai . 08:30
Future. 10:35
Argentex Group PLC. 13:20
Equals Money. 15:55
Oxford Biomedica. 18:45
Totally Plc 23:00
ActiveOps. 25:25
FD Technologies. 28:30
Blancco Technology Group. 33:20
Crest Nicholson plc. 36:30
Chemring. 39:05
Avingtrans. 42:40
discoverIE Group plc. 46:30
Senior Flexonics Pathway 48:30
Essentra. 51:20
MANOLETE PARTNERS Plc. 53:55
Tekmar Group. 57:30
Mirriad 59:25

Disclosure: Vox Markets paid me to record this interview. Also I own AGFX, AOM, EQLS & FDP

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Paul Hill

30th Jun '23

Excellent 'layman-friendly' descriptions of Oxford Biomedica's & FD Tech's USPs from James here

8th Jul '23

#EQLS reported another strong trading update this week.

And top notch smallcap investor Simon Thompson at @IChronicle remains a BIG fan - rating the stock a BUY.

https://www.investorschronicle...

Fund manager James Thorne at Columbia Threadneedle highlights 17 stock ideas

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Paul Hill

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