Good morning, it's Paul amp; Jack here, with the SCVR for Wednesday. Agenda: Paul's Section - Preamble on the markets generally - just some random thoughts that I woke up thinking about, that I thought would make an interesting discussion starter. Accesso Technology (LON:ACSO) - a positive-sounding update, albeit very confusingly worded in places. Bulls in the share will probably be encouraged by talk of strong trading (undefined), and improved margins. I look forward to reviewing the FY 12/2021 numbers in due course, when we'll see the full picture. Personally, I've never been convinced by this share - it hasn't grown much in the last 5-6 years, and has not produced reliable profits or cashflows. So it doesn't seem to be a value or GARP share at the moment. On The Beach (LON:OTB) - this beach holidays company has only just resumed trading. The valuation is about 20 times peak pre-covid earnings. So where's the upside for me, if I pay up in full. now, for a recovery that has only just started? There could be a couple of years bonanza trading from pent-up demand though.Rps (LON:RPS) - a solid Q3 update,...
