Small Cap Value Report (Wed 10 Jan 2024) - JUP, MRK, BLV/TPFG, GRG, SDG, COST, SOS, AMS, NICL, CSFS, HSW
Good morning from Paul amp; Graham!
Today's mammoth report is now finished!
I've finally finished my long form article with my top 20 2024 share ideas, here's the link. It's the same shares as I put on my 2024 spreadsheet, originally linked to in the SCVR for 2/1/2024, so nothing's changed, I've just gone into a bit more detail about my selection process, and I reviewed each share in more detail to make sure I'm still happy with them. It's quite surprising how, only a week into the new year, we've already had some significant movers both up and down.
Explanatory notes -
A quick reminder that we don’t recommend any stocks. 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...