Oct 15, 2026 · 10 min
Scott tracks Ghana Media and ThruVision’s market surge
Morning Movers - Thu 15 Oct 2026
The episode offers a rapid view of which stocks are moving on current news, while keeping its commentary explicitly personal and non-advisory.
- 1Paul Scott opens with an early review of stocks responding to the day’s news flow.
- 2Ghana Media is identified as the biggest riser in the opening market update.
- 3ThruVision receives attention for its strong morning performance amid the day’s movers.
Don't miss
ThruVision takes the spotlight after Scott notes its strong morning performance.
The brief
Paul Scott opens an early edition of Early Movers by surveying stocks reacting to the day’s news flow, framing the episode as a rapid market update.
Ghana Media is singled out as the biggest riser, giving the briefing an immediate focus before Scott turns to another notable mover.
ThruVision becomes the central company discussed after its strong morning performance, bringing a UK technology stock into focus.
The episode remains a concise snapshot of market reaction rather than financial advice, reflecting Scott’s independent personal opinions.
What was said on this episode
19 statements · 9 positive · 6 negative · 4 mixed
ThruVision’s portable scanning machines appear to be gaining sales momentum
“portable scanning machines, which seem to be gaining sales momentum now”
Listen at 0:36
ThruVision-like investments can sometimes become multibaggers, but usually fail
“you can sometimes get a multi-bagger from these things if they work, but they usually don't”
Listen at 0:54
ThruVision’s continued sales momentum is encouraging
“I think it's important that they're keeping the... the sales momentum going through Vision. So I'm encouraged by that.”
Listen at 1:07
TPX Impact is growing into its valuation and retains a modest P/E
“And it's really growing into the valuation nicely. You've got still a reasonably modest PE.”
Listen at 1:57
TPX Impact is not overpriced if nothing goes wrong
“So not overpriced, providing nothing goes wrong.”
Listen at 2:23
THG’s EBITDA is not equivalent to real profit because charges are substantial
“Trouble is EBITDA isn't real. It's not real profit because they've got big depreciation charges and big finance charges.”
Listen at 2:34
XPS Pensions appears good value after its morning share-price rise
“So a 5% or 6% rise this morning is quite generous by Mr. Market. But we think that's good value, XPS.”
Listen at 4:35
Dunelm and Whitbread are mispriced relative to their potential
“probably my two favourite shares in the UK. They are in terms of, you know, just being the wrong price, I think, for where they are and what the potential is, is probably Dunelm and Whitbread.”
Listen at 4:51
Dunelm’s quarterly recovery and full-year outlook are encouraging and in line
“So that, I think, is encouraging. And an in-line update for the full year, June 27.”
Listen at 5:46
Eagle Eye is expensive but could eventually receive a takeover approach
“Expensive, but I think I wouldn't be surprised if sooner or later it gets a bid approach.”
Listen at 6:23
Eagle Eye appears to be the market leader in personalized couponing
“Seems to be the market leader.”
Listen at 6:37
Norcross appears notably undervalued
“I thought, is standout cheap.”
Listen at 6:44
The Green Brothers may have overextended themselves with the Brave Bison bid
“I think maybe the Green Brothers overstretched themselves on this.”
Listen at 7:03
Brave Bison’s aggressive approach to System1 has not worked
“this aggressive approach doesn't really seem to have worked”
Listen at 7:14
Brave Bison’s bid approach for System1 will probably fail
“their bid approach for system one probably going to fall through”
Listen at 7:20
Brave Bison is not significantly threatened if the System1 deal fails
“So I'm not too concerned at all about that deal failing.”
Listen at 7:40
Rank Group appears cheap but investing requires bravery or foolishness
“So I've concluded here, rank looks cheap, so it's one for either the brave or the foolish.”
Listen at 8:00
Workspace’s properties are overvalued, as its update effectively confirmed
“The properties are overvalued and they've basically confirmed that this morning, I think.”
Listen at 8:55
Investors should avoid Workspace
“So I'm steering well clear of that one.”
Listen at 9:00
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.