Small Cap Value Report (Thu 3 Oct 2024) - VP., TFW
Good morning from Paul amp; Graham!
FYI, I've finished off yesterday's SCVR colourful table this morning, with everything now ascribed a colour to represent our view. I had to cut short yesterday, after getting into a complete muddle with WYN (I had a senior moment and started confusing WYN figures with forecasts from similar company NWF), resulting in me needing a lie down to clear my head, and then having to re-write the section from scratch!
Also there was my latest chat with Paul Hill to prepare for, which we recorded yesterday. I think that should go out today, which I hope people find interesting, where I focus on the latest best ideas that have cropped up in these reports, and we discuss other topical issues, such as IHT fears possibly causing some bizarre AIM price movements at the moment.
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...