Small Cap Value Report (Mon 11 Sept 2023) - RTN, SPO, VTY, INSE, EXR, WAND, MPE
Good morning from Paul amp; Graham!
We're still having remarkably hot weather in the UK. As Father Ted once said during a September heatwave, "If it stays this warm throughout the whole of the winter, we won't need to turn on the heating at all!" (shortly after he had blown the entire year's heating allowance betting on the wrong sheep). Sometimes my portfolio feels like I've bet on the wrong sheep too, so remarkable parallels there.
Mello Monday 5pm today - is this evening, great to see these interesting investor shows back after a summer break. I’m looking forward to hearing highly experienced fund manager Rosemary Banyard interviewed, she talks a lot of sense, and kicks off the show at 17:00. Also the BASH session is always good. Do support these events, as the danger is in a bear market, investor apathy might mean they wither away.
Explanatory notes -
A quick reminder that we don’t recommend any stocks. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's...