The SharePickers Podcast with Justin Waite

There's a Lot to Complain about but I think we need to be more Positive

Co’s Mentioned Today:
CAB PAYMENTS #CABP
FUNDING CIRCLE #FCH
IG DESIGN GROUP #IGR 

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on th...

How to Back the Big Winner in AI

Topics talked about
Market volatility: bitcoin / tech stocks
AI spending 
BoE Interest Rate Decision
Starmer - Better the devil you know.

Co’s Mentioned Today:
ALUMASC GROUP #ALU
CT AUTOMOTIVE #CTA
VIANET #VNET

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quant...

I’m Glad the Board Rejected That Low Ball Cheeky Offer

Co’s Mentioned Today:
CAB PAYMENTS #CABP
BRAVE BISON #BBSN
HERCULES #HERC
XP FACTORY #XPF

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the number...

I Never Thought I Would take a Serious Look at This Company
- Why Tech will Always Win the Energy Race
- Risk / Reward Portfolio Analysis

Co’s Mentioned Today:
CAB PAYMENTS #CABP
WINKING STUDIOS #WKS
LUCECO #LUCE
TRIBAL GROUP #TRB
PERSONAL GROUP #PGH
S4 CAPITAL #SFOR

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial met...

Neil Austin of Xeros Technology: This Technology Should Feature in Every Washing Machine

Xeros Technology was recognized for its innovation by TIME magazine, which named its technology one of the "Best Inventions" in 2010.

Whilst it has taken a long time to commercialise this technology, it is as relevant (arguably more so) in today’s world as it was in 2010.

Its IP protected tech can reduce water usage by up to 80%, energy & chemical consumption by up to 50% plus it can also improve a garments lifecycle by 100%.

Why this company is worth researching no...

Ed Rimmer (CEO) & James Robers (CFO) discuss their H1 2026 results which showed:

Financial Highlights:
·      Own-Book New Business Origination up 48% to £62.6m (H1 2024/25: £42.2m)
·      Gross lending book up 12% to a record £235.3m at 30 November 2025 (30 November 2024: £209.4m)
·      Revenue up 4% to £18.8m (H1 2024/25: £18.1m)
·      Profit before Tax ("PBT") up 10% to £4.3m (H1 2024/25: £3.9m)
·      PBT margin improved by 1% to 23% (H1 2024/25: 22%)
·      Earnings Per Share ("EPS") up 7% to 3.47 pence per share (H1 2024/25: 3.24 pence per share)
·      Net Assets up 9% to £75.0m at 30 November 2025 (30 November 2024: £69.0m)
·      Net Tangible Assets up 14% to £47.2m at 30 November 2025 (30 November 2024: £41.5m)
·      Net deals in arrears fell to 4.5% of the gross l...

UK Small and Microcap Stocks are About to Go on a Run

Co’s Mentioned Today:
EENERGY GROUP #EAAS
RECORD #REC
FUNDING CIRCLE #FCH
KOOTH #KOO
ZOTEFOAMS #ZTF
GEAR4MUSIC #G4M
ANPARIO #ANP
ASHTEAD TECHNOLOGY #AT.

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinp...

9 Companies Covered PLUS a Secret Stock

Co’s Mentioned Today:
M J GLEESON #GLE
CAB PAYMENTS #CABP
DIGITALBOX PLC #DBOX
DISTRIBUTION FINANCE CAPITAL #DFCH
FINSETA #FIN
TRUFIN #TRU
RAMSDENS HOLDINGS #RFX
BRAVE BISON #BBSN
EAGLE EYE SOLUTIONS #EYE

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us t...

- Dollar weakens after US prosecutors launch criminal investigation into Federal Reserve chair Jerome Powell
- UK business confidence weakened and hiring fell at end of 2025, surveys find
- EU wants ‘Farage clause’ in Brexit ‘reset’ talks with UK
- UK set for a 'booming' mortgage market, say analysts

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us...

Two Charts Looking to Break Higher

POINTS OF INTEREST
Boston Dynamics - Atlas Robot 
Equity Funds Suffered Record Outflows In 2025
SOME OTHER MACRO HEADLINES
Mining firms Rio Tinto and Glencore restart $260bn merger talks
Sainsbury’s blames ‘significant headwinds’ for drop in Argos sales at Christmas
Weight loss jabs affecting Greggs, boss says
Businesses call to be included in any pub rates backtrack

Co’s Mentioned Today:
Greggs #GRG 

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover...

Not one single extra barrel of oil will be produced from Venezuela

SOME OTHER MACRO HEADLINES

Gold price and defence stocks rise after US captures Venezuela’s Maduro, but oil drops

Collapse of ‘zombie’ UK firms forecast to fuel unemployment in 2026

Ban on TV junk food ads before 9pm comes into force in UK

HSBC becomes first big UK lender to cut its mortgage rates in 2026

Starmer: closer ties with EU single market preferable to customs union

Battery EVs expected to overtake diesels in Great Britain by 203...

The 2026 UK Single Stock Challenge

Take part by clicking the link below:
https://docs.google.com/forms/d/e/1FAIpQLScUQpbXFkI6HRijj8BR56lIA71RHaVkQA-0dxrygyLuYwxuYA/viewform?usp=header

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers.

Three mistakes small-cap investors should avoid"

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers.

 *****MY BOOK *****

How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success 

Is now on sale here...

Where's Santa? Don't Fret, 2026 will be THE Year for Smalll & MicroCaps

Co’s Mentioned Today:
CHRISTIE GROUP (CTG) (D)
CONCURRENT TECH (CNC) (D)
GULF MARINE SERVICES (GMS)
WINDAR PHOTONICS (WPHO) * 

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focus...

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers.

 *****MY BOOK *****

How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success 

Is now on sale here:

https://www.sharepickers.com/how...

You Don't Get Credit for Calling the Fire Brigade if You Started the Fire!

Co’s Mentioned Today:
Chesterfield Special Cylinders #CSC
Tekmar Group #TGP
Springfield Properties #SPR
Synectics #SNX 

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focus...

How Does This Chancellor Keep Her Job When She's Lost So Many Others?

UK unemployment rate rises to 5.1%
US puts £31bn tech ‘prosperity deal’ with Britain on ice
Oil hits seven-month low below $60 on Ukraine peace deal hopes
UK private sector growth accelerates as optimism rises after budget

Co’s Mentioned Today:
SThree #STEM
Time Finance #TIME
Van Elle Holdings #VANL
Watkin Jones WJG

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London...

As Interest Rates Come Down - Research the Housebuilding Sector
Co’s Mentioned Today:
MJ Gleeson #GLE
Beeks Financial Cloud #BKS
Eenergy Group #EAAS
Filtronic #FTC
Van Elle Holdings #VANL 

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focus...

How can Humans Control a Technology that will Become More Intelligent than Humans?

Co’s Mentioned Today:
1Spatial #SPA
Audioboom Group #BOOM
Filtronic #FTC
Tribal Group #TRB

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numb...

Pubs Are Banning Labour MP's

Co’s Mentioned Today:
HARGREAVES SERVICES #HSP
RM #RM.
TRUFIN #TRU 

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers.

 *****MY BOOK *****

How to Become a MicroCap Millio...

Two Reasons there's a High Probability of a Santa Rally

Co’s Mentioned Today:
Begbies Traynor #BEG
Diales Group #DIAL
Oxford Metrics #OMG
XP Factory #XPF

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers.
...

Mortgage Rates Fall to Lowest Level Since September 2022

Co’s Mentioned Today:
Beeks Financial Cloud #BKS
Eagle Eye Solutions #EYE
Hercules #HERC
Journeo #JNEO

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers.

 *****MY BO...

How To Make Your Son / Daughter Retire A Millionaire, In An Affordable Way

- House Price Growth Slows
- How To Make Your Son / Daughter Retire A Millionaire, In An Affordable Way
- UK is the poorest US State
- Meta Mistake

Co’s Mentioned Today:
1Spatial #SPA
SkinBioTherapeutics #SBTX

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial fin...

Bad News & More Bad News could Equal Good News for Longer Term Investors
Co’s Mentioned Today:
Asa International #ASAI
Digitalbox #DBOX
GEAR4MUSIC #G4M

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers.

 *****MY BO...

This is a Date Worth Watching But Smart Money has Already Moved

Co’s Mentioned Today:
Michelmersh Brick #MBH
On The Beach Group #OTB
Severfield #SFR
Topps Tiles #TPT

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on t...

I ask ChatGPT about the Markets, The Budget and for Stock Tips

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers.

 *****MY BOOK *****

How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success 
...

There was one word missing from the Budget

Co’s Mentioned Today:
ACTIVEOPS #AOM
ALTITUDE GROUP #ALT
BEGBIES TRAYNOR #BEG
CAKE BOX #CBOX

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers.

 *****MY BOOK...

Housing Stocks Are Moving, Maybe on Budget Speculation?

Co’s Mentioned Today:
Brickability Group #BRCK
Intercede Group #IGP
Supreme #SUP
Transense Technologies #TRT  

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers.

 *****MY BOOK...

You Couldn’t Make This Up!

- The Reason for Labour’s double U-turn Calamity, is Unbelievable
- UK is the "most expensive place in the world" to build nuclear power plants
- Goldman Sachs has initiated coverage of U.K. homebuilders with a constructive view on the sector

Co’s Mentioned Today:
DSW Capital #DSW
M+C Saatchi #SAA
Microlise Group #SAAS
MTI Wireless Edge #MWE
Synectics #SNX
  
***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, p...

Whats Happening With The Markets? What Not To Do!
- Is Bitcoin the canary in the coal mine?
- The State of the UK

Co’s Mentioned Today:
CARCLO #CAR
KNIGHTS GROUP #KGH

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the...

The UK Markets will Rally After the Budget

CO’S MENTIONED TODAY:
BEGBIES TRAYNOR #BEG
MCBRIDE #MCB
MHA Group #MHA
SOLID STATE #SOLI
TRACSIS #TRCS

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers.
...

Good News and Bad News
- UK to give default 'yes' to new homes around railway stations
- Brits quitting UK three times faster than thought

CO’S MENTIONED TODAY:
CALNEX SOLUTIONS #CLX
CML MICROSYSTEMS #CML
GEAR4MUSIC #G4M
TRIFAST #TRI
ZOTEFOAMS #ZTF

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quan...

The REAL reason Income Tax won’t be going up in the Budget Plus why you should start looking at house builders now.

CO’S MENTIONED TODAY:
MJ Gleeson #GLE

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the number...

Reeves: Woefully Incompetent or Just Clueless?

PLUS CO’S MENTIONED TODAY:
DSW CAPITAL #DSW
FONIX MOBILE #FNX
TEN LIFESTYLE #TENG
TIME FINANCE #TIME

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approach allows us to pinpoint high-potential growth businesses and deliver consistent results, bypassing the hype and focusing on the numbers.

 *****MY BOOK...

How Does A Chancellor Go For Growth And Achieve The Very Opposite?!

- Unemployment is the worst it’s been since covid
- Record equity outflows
- How can OpenAI afford to pay $1.4 trillion?

PLUS CO’S MENTIONED TODAY:
AB DYNAMICS #ABDP
ALTITUDE GROUP #ALT
FDM GROUP #FDM
LUCECO #LUCE

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 cruci...

Nice Rally but it Doesn't Make Sense!

ALSO…
26% of large private sector companies and 20% of public sector organisations are preparing for redundancies in the next 12 months due to AI.

PLUS CO’S MENTIONED TODAY:
Avingtrans #AVG
Eagle Eye Solutions #EYE
Eco Animal Health #EAH

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a unique, systematic method to uncover small, profitable companies on the London Stock Exchange. 

Each potential investment undergoes comprehensive analysis and is evaluated against 15 crucial financial metrics. 

This fact-based, quantitative approa...

The Biggest Obstacle to UK Growth is Reeves
Plus:
- Higher earners to ‘pay thousands more’ in Reeves’ income tax raid
- Rachel Reeves cools on big cash ISA reforms 
- Retail footfall sinks for sixth straight month as Brits fear Budget taxes 
- ITV confirms talks on possible sale of its media & ent ops to Sky
- Elon Musk's $1tn pay deal approved by Tesla shareholders

PLUS CO’S MENTIONED TODAY:
Record #REC
Xeros Technology #XSG

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a...

The Bank of England MPC Should be Replaced by AI

Monetary Policy Committee votes 5-4 to keep Bank Rate at 4.0%
Inflation expected to fall in October and November
Investors see 55% chance of rate cut on December 18
CPI inflation is judged to have peaked.

You have different members of the MPC coming to different conclusions on the same data. The Bank of England MPC Should be Replaced by AI

PLUS CO’S MENTIONED TODAY:
Filtronic #FTC
Frontier Developments #FDEV
Water Intelligence #WATR

***** About The SharePickers Investment Club *****

The Two Real Reasons Reeves Needs to Raise Tax on Working People

So she has to raise tax due to 2 reasons that are her fault, namely:

She gave herself only around £10bn headroom, when previous chancellors have given themselves £30bn. Even if the economy had been strong and showed growth, there would be little room for error. The growth she was hoping for, she destroyed by taxing the very source of that growth: SME’s.
So she now has to raise taxes again on working people. So she’s now taxing business and working people and gr...

Does this Signify the Bottom in Oil?

OPEC+ agree to pause their planned oil production hikes in the first months of next year

Total productivity at state-owned bodies fell by the sharpest decline since the final quarter of 2022

The EY Item Club has downgraded Britain’s growth for next year and unemployment will peak at 5% next summer

PLUS CO’S MENTIONED TODAY:
BRAVE BISON #BBSN
M+C SAATCHI #SAA
OPTIMA HEALTH #OPT
SYNECTICS #SNX 

***** About The SharePickers Investment Club *****

The SharePickers Investment Club employs a uni...