2980: 3 Microcaps Worth Researching

Welcome to Macro, Micro and Small Cap News with Sharepickers! In this episode, we break down key macro trends, major market updates, and take a deep dive into three UK micro & small cap companies worth adding to your research list. 🏷️ **Special Summer Offer** Get **40% OFF** the Sharepickers Investment Club (Pay £149 instead of £249)! - **Website:** Sharepickers.com - **Coupon Code:** POD40 *(Expires July 31st, 2026)* 🌐 **Macro News Summary** - **US Tariffs Escalation:** 10%–12.5% tariffs imposed on 60 trade partners, including the UK, China, and the EU. - **Alphabet (Google) Earnings:** Quarterly revenue grew 23% to $119.8bn, but AI infrastructure spending pushed free cash flow into negative territory (-$5.9bn). - **UK Hospitality Support:** Announcement of a 20% business rates cut for pubs, clubs, and live music venues. 📈 **Micro & Small Cap Analysis** 1. **Eleco plc (#ELCO):** Solid H1 2026 trading update with ARR up 16% to ~£35.5m, zero debt, and strong cash reserves of £15.4m. 2. **Fonix plc (#FNX):** FY26 gross profit up 12.9% to £21.0m, key client extensions (ITV & Global), and expanding international pilots across Europe. 3. **The MISSION Group plc (#TMG):** H1 2026 operating profit expected up 10% to £2.4m, client wins including Puma & PwC, and continued debt reduction. 📚 **Resources & Links** - **Book:** *How to Become a MicroCap Millionaire – A 3 Step Strategy for Stock Market Success* (Available on Amazon). - **Sharepickers Club:** Learn more about our quantitative 15-metric stock evaluation system at Sharepickers.com. *Disclaimer: Nothing in this podcast constitutes financial or investment advice.*