Good morning from Paul & Graham!

Reminder - it's Mello Monday starting at 17:00 today. Well known fund manager Judith MacKenzie is on first, then it's the new Director Hot Seat feature. Last week's was really interesting, with the CEO of AFC Energy (LON:AFC) subjected to a thorough grilling from an experienced investor. I thought  he coped very well! Let's see if tonight's CEO will stand up to scrutiny too?

I (Paul) was starting to feel unwell on Friday, and tested positive for covid on Saturday morning - it's spreading like wildfire in London, where I am at the moment. The good news is that the symptoms are definitely milder than the first wave in April 2020. I've experienced a very sore throat, mild fever, and lethargy as the main symptoms. So my top tip is for subscribers to stock up with soluble aspirin and paracetamol, because they're a necessity for this variant. Anyway, I'm bored stiff after doing nothing for 48 hours, so will do some work here, but please bear with me if it's not fully up to scratch.

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 (usually) between £10m and £1bn. We usually 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…

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