TFA002 Chris Boxall: Three UK-micro Caps To Watch

Published: June 3, 2023, 12:14 p.m.

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Chris Boxall discusses three UK small-caps Anexo (ANX), Time Finance (TIME), and PCI-PAL (PCIP) to keep a close eye on. All three companies are growing but have areas of concern that are holding the share price back; if they were to resolve these areas of concern, these three companies would become much more attractive.

Chris also shares some red flags to look for when analysing companies such as the Relevance/Significance of senior management remuneration for small caps. Company example Character Group (CCT) which also updated recently. Large companies get the headlines, but, in terms of shareholder return, it\\u2019s actually far more relevant for small caps, management needs to paid to arrive, not to travel!

Key topics covered:\\xa0

The latest inheritance tax news.

Small caps, Anexo (ANX), Time Finance (TIME), PCI-PAL (PCIP) and Volvere (VLE).

Red flags for investors to look out for.

Big contracts for small companies \\u2013 can they execute and deliver?

Company examples are Eneraqua Technologies (ETP) and SRT Marine Systems (SRT)\\xa0

The significance of senior management remuneration packages for small caps.

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Timestamps:

1:00 Discussing the latest inheritance tax news (IHT).

3:35 Discussing Anexo (ANX).

7:35 Chris thoughts on EBITDA and the use of adjusted EBITDA.

8:45 Discussing Time Finance (TIME).

10:10 Discussing PCI-PAL (PCIP).

11:30 Discussing the significance of senior management remuneration packages.

16:15 Discussing big contracts for small companies and whether they can deliver.

18:35 Closing thoughts and wrap up.

Thank you for listening, we hoped you enjoyed the episode.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis.

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FYR & Chris Boxall Resources:

Fundamental Asset Management website:\\xa0https://fundamentalasset.com/

Fundamental Asset Management contact us page: https://fundamentalasset.com/contact/

Follow Fundamental Asset on Twitter: https://twitter.com/fundasset

Connect with Chris on LinkedIn: https://www.linkedin.com/in/chris-boxall-835a4222/

Visit FYR For More Investor Related Podcasts: https://www.fundyourretirement.com/

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Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

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