Investor's Round Table: TPFG, MACF & VANL + interest rates (19/05/24)

Graham Neary, Mark Simpson and I discuss UK shares Property Franchise Group (& Belvoir), plus packaging group Macfarlane and groundworks specialist Van Elle Holdings.

Investor's Round Table: TPFG, MACF & VANL + interest rates (19/05/24)
Photo by Matt Botsford on Unsplash

I've recently recorded a new podcast with my good friends and fellow private investors Graham Neary and Mark Simpson.

In the latest episode of the Investor's Round Table we discussed UK small-cap shares on our radar, including:

  • Small-cap groundworks specialist and possible value candidate Van Elle Holdings (VANL)
  • Property group Macfarlane (MACF) - my suggestion, which I've previously covered in depth here
  • Estate agency business Property Franchise Group (TPFG) - and also Belvoir (BLV), as was prior to the recent merger of the two firms

As always, we agreed on some points and did not agree on others...

We rounded off the discussion with a look at interest rates:

  • would we buy shares as a speculation on interest rates falling?
  • are interest rates something we worry about generally when investing?
  • what kinds of business are likely to be most affected by changing interest rates?

You can listen to all of this and more through the You Tube link below.

Please note that my comments reflect my personal views and are not investment advice or recommendations. Please do your own research or seek professional advice. Full disclaimer here.

As always, thank you for listening. Please do get in touch if you have any comments or questions you'd like us to answer in a future episode.

Roland Head


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