Good morning, it's Paul & Jack here with the SCVR for Monday.

Timing - TBC

Explanatory notes -

A quick reminder that we don’t recommend any stocks. We aim to cover 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 stick to companies that have issued news on the day, with market caps up to about £700m. 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) - don't blame us if you buy something that doesn't work out. Reader comments are welcomed - please be civil, rational, and include the company name/ticker.

Agenda -

Paul's Section:

Science (LON:SAG) - decent H1 results out today, with profit about 4% ahead of recently raised guidance. Looks a very nice company, trading well, and still reasonably priced.

Supreme (LON:SUP) - This is an interesting recent float, with the high energy CEO with a 57% stake certainly coming across as an effective entrrepreneur, very much what I look for.

Attraqt (LON:ATQT) - Half year trading update. Seems to be slightly below expectations, which looks to be a little below breakeven. Not sure why it commands a valuation of £81m.

Sunday papers - a few interesting stories with relevance to investing caught my eye.

Jack's Section:

Centralnic (LON:CNIC) - revenue ahead of forecasts but profits to remain 'comfortably in line' due to ongoing investment. There have been a lot of acquisitions here, along with equity dilution, but the group is growing and its valuation is becoming more attractive.

Xlmedia (LON:XLM) - in line update. Casino vertical continues to suffer but registering growth in European and US sport. There's execution and integration risk in the turnaround strategy, as well as business model risk (responsible for previous setbacks in share price), so I'm happy to sit back and wait for more detailed results and management commentary.


Paul’s Section

Science (LON:SAG)

420p (Friday’s close)…

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