What podcasts say about Paul Scott
Every statement, with the speaker, the exact quote and the moment it was said.
What Paul Scott has said on podcasts
840 statements · 482 positive · 295 negative · 30 mixed · 33 neutral
Hollywood Bowl is high quality, highly cash-generative, and terrific value.
“I still think it's terrific value for a really high quality business that generates tons of cash.”
Open the episode · Morning MoversListen at 5:54
Hollywood Bowl is probably the UK market leader.
“I'm pretty sure it's the market leader in the UK.”
Open the episode · Morning MoversListen at 6:17
Hollywood Bowl has a net-cash balance sheet.
“You've got a net cash balance sheet at Hollywood Bowl as well. It's just a lovely business.”
Open the episode · Morning MoversListen at 7:26
Likewise has become the market leader after Headlam’s collapse.
“likewise, the challenger, well, it's now the market leader”
Open the episode · Morning MoversListen at 10:12
Likewise’s administrator asset purchase carries no liabilities.
“It's not going to need to take on any liabilities at all”
Open the episode · Morning MoversListen at 10:47
Likewise shares should be worth more than 50p.
“shares are only up 6% to 38p, which is bonkers. This thing should be 50p plus.”
Open the episode · Morning MoversListen at 12:15
Likewise revenue could reach £300–600 million in coming years.
“It's going to be 300 to 600 million revenues probably”
Open the episode · Morning MoversListen at 12:31
Headlam’s breakup should give Likewise greater pricing power and higher margins.
“the margins will probably be higher than that because of the main competitor gone or broken up into small pieces. Likewise, we'll have more pricing power.”
Open the episode · Morning MoversListen at 13:18
Likewise could achieve at least a 6% PBT margin.
“you could be looking at six. PBT margin as being the minimum.”
Open the episode · Morning MoversListen at 13:30
Likewise’s market capitalization could double or triple medium term.
“you could be looking at doubling or tripling that number Medium term.”
Open the episode · Morning MoversListen at 14:00
Likewise shares are significantly undervalued and a bargain.
“I think it's a bargain. I really do.”
Open the episode · Morning MoversListen at 14:10
Paul Scott values Likewise at roughly £1 per share and will not sell below 50p.
“There's no way I'm going to sell any shares in Likewise below 50p. Even then, I'd want to hold for a quid because that's what I think it's worth.”
Open the episode · Morning MoversListen at 14:12
Hostelworld’s EBITDA is approximately 10% below forecast.
“We think it's about a 10% miss versus forecast EBITDA.”
Open the episode · Morning MoversListen at 14:46
The sustainability of Clarkson’s earnings surge is uncertain.
“The other question mark really is how sustainable this surge in earnings is”
Open the episode · Morning MoversListen at 1:08
Clarkson pays very large staff bonuses, limiting its dividend payments.
“It pays gigantic— I mean, off-the-scale huge bonuses to its management and staff, which is why it's so stingy with dividends.”
Open the episode · Morning MoversListen at 1:25
Clarkson’s reported cash should be reduced for unpaid bonus liabilities.
“there's a very large creditor for bonuses, which really you should take off the cash figure”
Open the episode · Morning MoversListen at 2:08
Clarkson’s valuation is fair if its earnings remain sustainable.
“if those earnings are sustainable, then that valuation is perfectly fair.”
Open the episode · Morning MoversListen at 2:29
Synectics reaching the top of reduced guidance is not especially bullish.
“being at the top end of reduced guidance to me isn't particularly bullish.”
Open the episode · Morning MoversListen at 3:36
Synectics has unusually strong net cash equal to about one-third of market capitalization.
“Synaptics has an unusually strong balance sheet. About a third of the market cap is its own net cash, genuine net cash.”
Open the episode · Morning MoversListen at 4:06
Telecom Plus has reasonably good fundamentals.
“We think the fundamentals not bad actually on Telecom Plus.”
Open the episode · Morning MoversListen at 5:16
Telecom Plus may have reached a share-price bottom.
“We wonder if maybe a bottom is in now for Telecom Plus.”
Open the episode · Morning MoversListen at 6:27
Capital’s Australian drilling acquisition appears strategically suitable.
“it looks a pretty good fit.”
Open the episode · Morning MoversListen at 7:01
Paul Scott views Capital Group favorably.
“Capital Group, we like this one. We think it's good.”
Open the episode · Morning MoversListen at 7:35
Celebris appears unable to execute effectively.
“it just doesn't seem to be able to execute very well, unfortunately, Celebris.”
Open the episode · Morning MoversListen at 8:34
Celebris is essentially substantial cash plus an underperforming software business.
“it's basically a pile of cash with an underperforming, uh, software business attached.”
Open the episode · Morning MoversListen at 9:54
Celebris shares may not be worth selling because of its cash holdings.
“it's hardly worth selling really, is it? I would have thought.”
Open the episode · Morning MoversListen at 10:14
eEnergy will have limited financial headroom after paying creditors.
“that doesn't leave them with that much headroom.”
Open the episode · Morning MoversListen at 10:50
Bango’s previously stated plans are now reflected in its financial results.
“Everything they said they were going to do last year when we had a couple of Zooms with them, me and Paul Hill, is now coming through in the numbers.”
Open the episode · Morning MoversListen at 11:47
Bango has very strong annual recurring revenue growth.
“ARR growth is very strong there, which is a key measure I look for.”
Open the episode · Morning MoversListen at 11:54
Bango may be interesting but is not yet fully developed as an investment.
“Bango, I think, could potentially be interesting, but not really the finished article yet.”
Open the episode · Morning MoversListen at 11:58
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.
What others have said about Paul Scott
3 statements · 3 positive
Paul Scott’s market calls are correct more than 90% of the time.
“And our hit rate, when we put things just into a simple good and bad format, we get about 90% plus of them right.”
Open the episode · Paul's Podcast - Fri 10 July 2026Listen at 2:26
Paul’s market calls have historically been correct more than 90% of the time.
“we get about 90% plus of them right”
Open the episode · Paul's Podcast - Fri 10 July 2026Listen at 2:31
Paul Scott estimates the service’s market-direction calls are 80–90% correct.
“I think 80 to 90% correct, I would say”
Open the episode · Paul's Podcast - Fri 19 June 2026Listen at 13:04
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.