Small caps podcast with Paul Scott – Episode 13 (part 1 of 2) for 2023 – company results

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 work!

I give my take on several companies, including the profit warning from D4T4, and results from Saga, where I run through the debt/assets position, which lots of people seem to be unduly worried about. I explain in this podcast why such worries are probably overblown.

See part 2 for macro/markets news & views.

As always, my output is all just personal opinions, not advice, and it’s fine to disagree, that’s what makes a market! We get some things right, and some wrong, because the future is unknowable. Hence please always do your own research, and make your own decisions.