Paul Scott's Small Cap Value Report

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Small Cap Value Report (20 Oct 2016) - G4M, LRM

Good morning!

Just a short report this morning, as I am heading into the city for a meeting at Panmures with management of my favourite GARP share at the moment, Gear4Music (G4M). As this is at noon, combined with me oversleeping, that leaves very little time to write much here this morning. Then I've got meetings all afternoon, so am out all day.

I note that the private equity backer of G4M is now completely out. These have been disclosed as Director sales, but they're not really. It's just that Key Capital Partners had a NED on the Board. Where…

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  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
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