Small Cap Value Report (Mon 3 Oct 2022) - MEX, SRT, AGFX, PEEL, SPSY, RNWH
Good morning from Paul amp; Graham.
Paul's Podcast - Episode 14 went out on Saturday, although I didn't get round to recording part 2 (macro comments), so will try to catch up on that maybe tomorrow or Weds. Hence episode 14 is purely comments on individual companies which we covered in the SCVRs last week. The "mystery shares" are my best ideas each week, which I'm holding back specifically for Stockopedia readers (since you're paying for me to do the research!). Last week's mystery shares were £LOAD and £REDD .
Come hell or high water, I'll keep these podcasts going, because it's the current awful market conditions that are throwing up the big long-term buying opportunities, and we mustn't get swamped by the negativity. Bad patches happen, and they're deeply unpleasant, but then a new bull market starts and we make a fresh fortune! That's what 's happened in the past, and will happen again. The only unknown question is timing.
Agenda -
Paul's Section:
Tortilla Mexican Grill (LON:MEX) - interim results show this expanding casual dining /takeaway burrito chain operating just above breakeven. A profit warning for H2 is only just perceptible in the outlook statement. Yet broker forecasts have been...