Good morning, it's Paul & Jack here with the last SCVR for this week.

Timing - I'm going to type up my notes on the Cake Box Holdings (LON:CBOX) webinar today, which was good. Should be finished by c.1:30 pm.. Today's report is now finished (14:06)

Disclaimer -

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Agenda -

Paul's Section:

CMOStores - It's a quiet news day, so I take an initial look at a forthcoming (next week) new float. This is an online only building materials company, with a drop-shipping model. I like the concept, but generally avoid new floats.

Gym (LON:GYM) - a £31m equity placing, to accelerate new site rollouts and (I suspect!) calm the bank down. Good business model, and this seems a great time to be opening new sites, due to favourable property market opportunities. My main issue is the market cap - it looks far too expensive to me.

Cake Box Holdings (LON:CBOX) - my notes from today's interim results webinar. Very positive - management are exactly what I look for - hands on entrepreneurs, with tons of skin in the game.

Jack's Section:

Polar Capital Holdings (LON:POLR) - results from yesterday for this active fund manager. A record year for inflows, with scope for organic and acquisitive growth, plus a dividend yield of close to 5%. Tech continues to dominate assets under management and inflows remain sensitive to market conditions.

Finncap (LON:FCAP) - a year to remember for this growing broker and financial advisory…

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