
Small Caps Podcast with Paul Scott – Episode 4 for 2023
UK Small/Mid Caps Podcast with Paul Scott
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I'm Not a Big Fan of the R&S but It's a Good Idea to Bet Against It
Graham looked at senior trading update he's got his amber on this one although it was ahead of expectations the update so I think maybe that could have been borderline with green a crawl. We've liked the turnaround at Smith news and Ws for quite a long time actually and we've proven correct on that one which is nice to see a turnaround happening super low P and great dividends still there's no asset backing. Sarchie's really impressed me during covid it did it was surprisingly resilient during the worst part of the pandemic and it's hit a record PBT for calendar 2022 I'm not convinced but we'll see could well be quite good now, Graham says.
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