Good morning from Paul & Graham!
FYI, I've finished off yesterday's SCVR colourful table this morning, with everything now ascribed a colour to represent our view. I had to cut short yesterday, after getting into a complete muddle with WYN (I had a senior moment and started confusing WYN figures with forecasts from similar company NWF), resulting in me needing a lie down to clear my head, and then having to re-write the section from scratch!
Also there was my latest chat with Paul Hill to prepare for, which we recorded yesterday. I think that should go out today, which I hope people find interesting, where I focus on the latest best ideas that have cropped up in these reports, and we discuss other topical issues, such as IHT fears possibly causing some bizarre AIM price movements at the moment.
Explanatory notes -
A quick reminder that we don’t recommend any shares. 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, investment cos). Although if something is newsworthy and interesting, we'll try to comment on it. Please bear in mind the "list of companies reporting" is precisely that - it's not a to do list. We typically cover c.5 companies per day, with a particular emphasis on under/over expectations updates, and we follow the "most viewed" list of readers, so if you're collectively interested in a company, we'll try to cover it. Obviously with the resources available, we can't cover everything! Add you own comments if you see something interesting, and feel free to discuss anything shares-related in the comments.
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…
