Small Cap Value Report (Thu 4 July 2024) - ITIM, GLV, DFCH, PEEL, LIO Brief: SN., INHC
Good morning from Paul amp; Graham!
Today's report is now finished (EDIT: sorry forgot to add Liontrust Asset Management (LON:LIO) - that's now up too)
General Election in the UK today, and Independence Day in the USA. Will the excitement never end?! I'll have to dream up something witty to say to my recently-discovered American cousins, to congratulate their ancestors for jettisoning the colonial yoke. Maybe I should apologise again for us burning down the original White House in 1814, and pass it off as an accident, or error of judgement?
Explanatory notes -
A quick reminder that we don’t recommend any shares. 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 anybody's guess what direction market sentiment will take amp; nobody can predict the future with certainty. We are analysing the company fundamentals, not trying to predict market sentiment.
We stick to companies that have issued news on the day, with market caps (usually) between £10m and £1bn. We usually avoid the smallest, and most speculative companies, and also...