Small Cap Value Report (Wed 23 June 2021) - BOOM, G4M, JOUL, VTU, MRL, MANO
Good morning, it''s Paul amp; Jack here with the SCVR for Wednesday. Could I ask that subscribers please don''t copy any content from here onto any other websites. It''s subscription content that people are paying for here, so it shouldn''t be plastered all over the internet for non-subscribers. Thanks. StockSlam - is tonight! A fun, free, social event online. 10 pitches of 3 minutes each, from private investors, talking about shares they like. Details here. Timing - TBC Agenda - Paul''s Section: Audioboom (LON:BOOM) - trading update from yesterday. Impressive revenue growth here, but no profits yet. Looks interesting, but how do we value it? Gear4music Holdings (LON:G4M) - I had a short phone call with management, here''s what I asked them. Joules (LON:JOUL) (I hold) - trading update for FY 05|2021. Slightly ahead of market expectations. I plough through the detail. This is one of my favourite long-term holdings. Priced probably about right for now, but big increases in earnings are forecast.
Small Cap Value Report (Wed 23 June 2021) - BOOM, G4M, JOUL, VTU, MRL, MANO
Good morning, it''s Paul amp; Jack here with the SCVR for Wednesday. Could I ask that subscribers please don''t copy any content from here onto any other websites. It''s subscription content that people are paying for here, so it shouldn''t be plastered all over the internet for non-subscribers. Thanks. StockSlam - is tonight! A fun, free, social event online. 10 pitches of 3 minutes each, from private investors, talking about shares they like. Details here. Timing - TBC Agenda - Paul''s Section: Audioboom (LON:BOOM) - trading update from yesterday. Impressive revenue growth here, but no profits yet. Looks interesting, but how do we value it? Gear4music Holdings (LON:G4M) - I had a short phone call with management, here''s what I asked them. Joules (LON:JOUL) (I hold) - trading update for FY 05|2021. Slightly ahead of market expectations. I plough through the detail. This is one of my favourite long-term holdings. Priced probably about right for now, but big increases in earnings are forecast.