Avsnitt
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As always, just my personal opinions, never advice or recommendations.
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BMK, DIA, KGF, MWE, ITV
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Saknas det avsnitt?
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Podcast kindly sponsored by GoodMoneyGuide - please click to leave me a review!
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Kindly sponsored by https://goodmoneyguide.com/review/paul-scott/
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Kindly sponsored by GoodMoneyGuide - please click here to leave me a review!
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Sponsored by: https://goodmoneyguide.com/review/paul-scott/
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Please leave a review for me here: https://goodmoneyguide.com/review/paul-scott/
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Please consider leaving me a review on https://goodmoneyguide.com/review/paul-scott/ who are kindly sponsoring my work too!
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Put time stamps in here later.
Mains ones -
VLX (xx:xx))
TTG
SOLI
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Just my personal opinions, never advice or recommendations. Please always do your own more thorough research.
Hosted on Acast. See acast.com/privacy for more information.
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Just my personal opinions, never advice or recommendations. Please always do your own more detailed research.
Hosted on Acast. See acast.com/privacy for more information.
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As always, just my personal opinions, never advice. You must do your own, more detailed research please.
Hosted on Acast. See acast.com/privacy for more information.
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Never advice, just my own personal opinions. Please always do your own research.
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My content has now moved to: https://paulypilot.substack.com/
Please join me there (it's free for a week or two, but will then become subscription for premium and current comment, but with some free stuff too).
A very reasonable £100/year, or £10/month, which given I create c.250 daily reports, and the same number of podcasts, plus access to all my other stuff, is deliberately set to be affordable and good value, I hope! It's a lot of quality content for not much money, but I know people prefer things to be free - bur independent commentary has to be paid for, and remember I don't take any money from companies, so my stuff is all brutally honest, not PR!
Also see my new weekly roundup show with Paul Hill on Vox Markets, the first show is here: https://www.youtube.com/live/fx6puuq21SE?si=9uUM335OSY7up5l5
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Just personal opinions, never advice or recommendations. Please always DYOR.
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See previous notes.
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10 companies covered in my Substack.com/@Paulypilot
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This week was totally dominated by the Budget, with this week's Small Cap Value Reports (on Stockopedia) giving extensive coverage & interesting reader comments debating the pros & cons. Overall, I think the removal of uncertainty in many areas now allows businesses and individuals to plan ahead again, and I'm positive on the potential for an autumn/winter recovery in small caps, which often starts around this time of year.
As usual, nothing is advice, these are just my personal opinions, which are sometimes right, and sometimes wrong - because nobody can reliably predict the future!
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Press reporting suggests a substantial hike in employers NICs could be announced on this coming Wed 30 Oct's budget. I crunch some numbers, which demonstrate that retail and especially hospitality could be facing significant falls in profit, hence maybe best avoided until the dust has settled?
Expect carnage if they cut AIM's IHT exemption, or a big rebound if they don't! Place your bets ...
Lots of companies reporting again, with 5 profit warnings, 8 GREENs (things we like the most), and 7 AMBER/GREENs (moderately positive).
As always, please remember I'm only giving my personal, fallible opinions here. You must do your own more detailed research, and not rely on my views, as they will sometimes be right, but sometimes wrong, and nobody knows what the future holds.
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- Visa fler
