Paul Scott

Good morning, it's Paul here, for Thursday morning's report. Please note that I was adding new sections to yesterday's report all day, up until finishing at 11:30pm! So it covers 10 companies in total. The new sections added later in the day/evening were: LoopUp, Redde, Topps Tiles, The Works, and Purplebricks. To see the full report, please click here. Associated British Foods (LON:ABF) Primark -…

Good morning, it's Paul here. I'm up early today, to finish yesterday's report, so let's start with that. Firstly, this section was sent in by Graham Northamber (LON:NAR) Share price: 46p (-10%)No. of shares: 27.3 millionMarket cap: £12.5 million Sale of Warehouse Facility for £16.4 million Graham writes - This is a share that I feel obliged to keep an eye on, as it was…

Good morning, it's Paul here. Graham has asked me to point out that he added a big section on Creightons (LON:CRL) to yesterday's report, later than usual. In case you missed it, here is the link to yesterday's completed SCVR. Also, Graham is intending to write some sections for today's report too, on NAR and HAT, which i will incorporate into this report when he…

Good morning, it's Paul here. Let's get started today with a look at the profit warning yesterday from floor-coverings business, Airea. Airea (LON:AIEA) Share price: 56.5p (down 26% yesterday, at market close)No. shares: 41.4mMarket cap: £23.4m Trading update (profit warning) Airea plc (LSE: AIEA), the manufacturer, marketer and distributor of floor coverings, announces the following trading update for the six months ending 30 June 2019.…

Hi, it's Paul here! I'm thinking of ditching the 7-8am quick view format, because; 1) Very few subscribers here seem to read the SCVRs early (usually only about 15 reads by 9 am), 2) It's very stressful for me, starting the day running flat-out, against a short (self-imposed) deadline, and drains a lot of my energy, for little benefit to everyone. 3) Mr Contrarian posts…

Re Cloudcall (LON:CALL) (I have a long position) - I've been busy today with family celebrations (birthdays, graduation, etc), hence the late comments here from me.I quickly looked at the CALL trading update this morning, and thought the RNS read well, and would likely cause the share price to rise. So was a bit perplexed when looking several hours later, and finding it down about…

GYM leases - it would be worth checking if they have break clauses in those leases, as that's the ideal scenario - longish leases, so you can hold on to the profitable sites, but with 5-yearly break clauses, so you can ditch any problem sites.

A lot of car dealers own considerable freehold property portfolios. So the downside risk may not be as bad as people think, at least for now. I remain of the view that most people will still want to own their own car - it's a status symbol, and an object of pride for many people, and something you can personalise, it's a home from home.…

Hi MrContrarian, how are you able to short Thomas Cook? Been trying for months but none of the spread-co's (IG, City, Spreadex) allow it :(For shorts, I think it helps if you telephone an order, or use an intermediary broker (as I do), rather than trying to trade online.For example, even though the IG online platform is saying no to new short positions, my broker…

Hi Graham,Well they seem to be bringing in a number of additional expert buyers/designers which suggests that the skills they have may not be as remarkable as originally proposed. I think that's a bit unfair on Sosandar (LON:SOS) management. No matter how good anyone's design skills are, it would not be possible for 1 or 2 people to create ranges which are now over 100…