UK Small/Mid Caps with Paul Scott
UK Small/Mid Caps with Paul Scott

Oct 13, 2026 · 12 min

Marston’s leads Tuesday’s market risers with a 17% jump

Morning Movers - Tue 13 Oct 2026

The recap shows how an early stock flag translated into a sharp market move while narrowing attention to the session’s most notable movers.

3 key takeaways
  1. 1Marston’s shares rose 17% after ShareIdeas.UK flagged the company before the market opened.
  2. 2Paul Scott focuses on notable share-price movements rather than reviewing all 20 companies covered.
  3. 3The episode frames the morning market through standout risers, including Marston’s as the clearest example.

Don't miss

Marston’s emerges as the standout riser after being flagged before the market opened, with shares subsequently up 17%.

The brief

Paul Scott opens ShareIdeas.UK’s Tuesday morning recap by narrowing the field: the focus is on notable share-price movements, not a complete review of all 20 companies covered.

Marston’s is the standout riser, with shares up 17% after the company was flagged before 8 a.m., making the timing of the call central to the recap.

The episode treats the morning’s market action as a selection problem: which moves deserve attention when a broad company list is reduced to its clearest signals?

Marston’s anchors the briefing because its sharp rise connects an early ShareIdeas.UK mention with the session’s most visible price movement.

What was said on this episode

7 statements · 3 positive · 3 negative · 1 mixed

  1. Paul Scotton Marston’s pub valuationsMixed1:14

    Marston’s pub valuations may substantially exceed their alternative-use values

    “the valuation of a pub as a pub may be way above alternative use value”

    Listen at 1:14

  2. Paul Scotton YouGovNegative1:46

    YouGov faces a potentially significant AI threat

    “We don't like YouGov. We're worried about the AI threat.”

    Listen at 1:46

  3. Paul Scotton YouGovPositive3:23

    YouGov appears attractively valued at roughly eight times forward earnings

    “YouGov, we think, looks pretty good value. Forward PE is about eight”

    Listen at 3:23

  4. Whitbread may receive a takeover bid at £35–£40 per share

    “I think somebody will bid for it at 35 to 40 quid a share, possibly.”

    Listen at 3:42

  5. Paul Scotton BellwayPositive5:33

    Bellway’s July 2026 results showed pretax profit rising 6%

    “These numbers look quite good, actually. July 26 results, PBT up 6%.”

    Listen at 5:33

  6. Paul Scotton 2021 IPO marketNegative9:09

    Brokers damaged the IPO market by floating poor companies at excessive valuations in 2021

    “the brokers have killed the IPO market basically in 2021 when they floated absolute. garbage at way way way over valuations”

    Listen at 9:09

  7. Paul Scotton Reach digital revenuesNegative10:54

    Google has caused Reach’s digital revenues to decline rapidly

    “Google has kiboshed them, and their digital revenues are now dropping fast.”

    Listen at 10:54

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

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