Small Cap Value Report (Tue 15 Nov 2022) - G4M, RCN, DX., WIN
Good morning! It's Paul amp; Graham with you today. Today's report is now finished.
Agenda
Last call for Mello Chiswick! This physical event is this week - tomorrow (Weds 16th) and Thurs 17th. Here's a link for a last minute special offer for tickets, when they're gone, they're gone! Both Graham and Ed will be giving talks. I've been booked in for 2 panel sessions, and will be generally floating around being affable. So I hope to see you there. We need to get these events going again, after the pandemic, as the risk is that they won't happen again if we don't, it would be such a pity to lose the social aspect of investing, if everything moves online.
Paul's Section:
Virgin Wines UK (LON:VINO) - Here's the transcript of my interview last Friday with Jay Wright, the CEO of Virgin Wines. The audio version is here.
Gear4music Holdings (LON:G4M) - no surprises in today's H1 results (to 9/2022), the numbers look exactly as disclosed in the last trading update. Current trading amp; outlook comments reassure, and it confirms being on track to meet expectations for FY 3/2023 (a modest PBT of £1.1m). The balance...