Month: April 2023

Just my personal opinions, never advice. Overall I’m optimistic that the macro picture could be improving for companies, and that bombed out valuations for small […]

Given the tough macro backdrop, it’s perhaps surprising that most companies seem to be reporting al least in line results & current trading. Housebuilders are […]

Other macro themes consistently coming through from company outlook comments are that raw materials prices are now stabilising, and supply chains improving. So could we […]

As usual, just opinions, not recommendations. There’s one mystery share from Tuesday’s SCVR on Stockopedia.com This week’s “mystery share” (Paul most impressed from this week’s […]

Paul Scott’s usual stream of consciousness for the week’s news & views on macro and markets topics. In particular, I’m worried about highly geared companies, […]

Paul rattles through numerous small cap results & trading updates issued this week. Paul & Graham covered numerous company updates in this week’s Small Cap […]

This week has seen continued recovery in larger caps, but very depressed markets for small caps. Paul sees this positively – with very attractive (low!) […]

I’ve been on holiday this week, in Gozo, so Graham and Roland wrote the shortened Good Friday week’s SCVRs, many thanks to them for terrific […]

As always, just my views, which are sometimes right, sometimes wrong. Never advice or recommendations, you must do your own research, thanks.