Small Cap Value Report (Thu 13 May 2021) - ALU, BOTB, TTG, LUCE, DX., ECEL, TENG
Good morning, it's Paul amp; Jack here with the SCVR for Thursday. Timing - update at 13:52 - I've got 2 more companies that I want to cover TTG, and LUCE, so estimated finish time 16:00.Update at 16:32 - today's report is now finished. Agenda - Paul's Section: Alumasc (LON:ALU) (I hold) - ahead of expectations update for this building products group. Looks good, but beware the pension scheme cash outflows, which partly explains why the PER is low. That said, the better the business performs, the less of an issue the pension scheme becomes. Читать дальше...