Good morning from Paul & Graham!

We're still having remarkably hot weather in the UK. As Father Ted once said during a September heatwave, "If it stays this warm throughout the whole of the winter, we won't need to turn on the heating at all!" (shortly after he had blown the entire year's heating allowance betting on the wrong sheep). Sometimes my portfolio feels like I've bet on the wrong sheep too, so remarkable parallels there.

Mello Monday 5pm today - is this evening, great to see these interesting investor shows back after a summer break. I’m looking forward to hearing highly experienced fund manager Rosemary Banyard interviewed, she talks a lot of sense, and kicks off the show at 17:00. Also the BASH session is always good. Do support these events, as the danger is in a bear market, investor apathy might mean they wither away.

Explanatory notes -

A quick reminder that we don’t recommend any stocks. We aim to review trading updates & results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction market sentiment will take & nobody can predict the future with certainty. We are analysing the company fundamentals, not trying to predict market sentiment.

We stick to companies that have issued news on the day, with market caps up to about £1bn. We avoid the smallest, and most speculative companies, and also avoid a few specialist sectors (e.g. natural resources, pharma/biotech).

A key assumption is that readers DYOR (do your own research), and make your own investment decisions. Reader comments are welcomed - please be civil, rational, and include the company name/ticker, otherwise people won't necessarily know what company you are referring to.

What does our colour-coding mean? Will it guarantee instant, easy riches? Sadly not! Share prices move up or down for many reasons, and can often detach from the company fundamentals. So we're not making any predictions about what share prices will do.

Green (thumbs up) - means in our opinion, a company is well-financed (so low risk of dilution/insolvency), is trading well, and has a reasonably good outlook, with the shares reasonably priced.

Amber - means we don't have a…

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