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Graham, I wondered in these pages last Thursday (https://www.stockopedia.com/content/small-cap-value-report-thu-4-oct-2018-abdp-ehg-igp-dfs-boom-vle-404344/?comment=17#17) what shortish-term value there is left in Volvere (LON:VLE) now that by far the best company the company has held recently has now been sold. The company has a colossal cash pile but makes very few investments and new investments take a few years to be turned around. So in the next, say, couple of years…

As already mentioned today, Volvere (LON:VLE) has rocketed today. Up 16% on the sale of Impetus which the company bought 3 years ago for £1.25m and have just sold for £31m (£23m net). Good for Graham who has told us Volvere (LON:VLE) is one of his largest investments. But the two businesses the company has left do not seem to be that good: Shire Foods…

It seems pretty clear today, as it was last time that timing of the SCVRs was discussed at length, that Paul and Graham should fit in the Reports around their other work.I wonder whether people who want the Reports published early may be using them as advice on how to react to news rather than to consider another (highly respected) point of view - and…

Fox Marble Holdings (LON:FOX) has published its Prelims a month earlier than usual - so only 4½ months after year-end! Results worse than expected as usual. Revenues up 50% to €1.2m (half Stocko’s forecast) and opex flat at –€3.3m but financial costs –€0.5 so LBT (and LAT) 25% worse at –€3.4. LPS flat at –2c (twice Stocko’s forecast). Net debt at year-end was up eight…

An interesting and fair review of Sprue's current woes by DD, I agree. We owned this stock when it was benefiting so much from new regulations in France followed (hopefully) by Germany. We quit when the French deadline expired and the German opportunity did not seem to be coming through. Spue's Finals in April 2015 and 16 were greeted with instant SP collapses to finish…


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