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Small Cap Value Report (Tue 17 Nov 2020) - EZJ, SAGA, BOO, IGP, G4M, TUNE, EYE, SCPA, CRW

Good morning, it's Paul here with the SCVR for Tuesday. Timings - update at 14:07, I've been working since 7am, so am having a break for now. Will come back later to finish off.Update at 16:10 - I'm back at my desk, so finish time now likely to be 6-7pm, as there's lots to cover still. Update at 18:24 - that's me done, today's report is now finished. Many thanks for all the thumbs ups for yesterday's report. People seem to like it when I do a personal portfolio review, maybe I should do those more often? Remember I only covered my top 10 holdings yesterday, to focus on the main conviction longs I hold. There are about another 18 holdings, making up the remaining 23% of my portfolio not included in the top 10 positions. Maybe we'll have a look at those on a quiet day. Easyjet (LON:EZJ) - interesting comment from its CEO a moment ago on CNBC. He said that lockdowns are increasing pent-up demand. It seems to me that 2021 could be a bonanza year for travel companies, once they're allowed to start operating freely again. The elderly could be widely vaccinated...

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