Thu 19 June 2025 - Paul Scott's Small/Mid Cap Value Report
Alun's Snapshot 07:37, v1 summary 07:53. Starters: FRAS/REVB, HAS, CORD, NCC, CAPD, ANP, AURR, LIT, FPO Mains: XPS, JNEO, WTB, FPO
Good morning from the team - Paul, Dave, Jon, and Alun.
Reader Vote: 08:00 to 09:00
Which companies would you like us to write about today?
Results are in -
Top 3 are: Journeo (Dave done), XPS (Jon done), and Whitbread (Paul done)
Just to clarify, here’s our revised process each morning:
Just before 7am - placeholder article published, so reader comments can start (access the article through either the substack app, or through a bookmark on your browser).
c.7:50 - article updated with Alun’s Snapshot, and v1 of our summary table.
c.7:55 - email goes out.
c.08:00 - Jon sets up the voting form for readers to tell us what you would like covered, which will heavily influence what we do each day. Voting ends 09:00.
c.08:30 - article updated with early price % moves.
Rest of the day - article gradually updated with c.4-5 main sections, and everything else with summaries in the table. Usually finished by about 3pm, sometimes later depending on workload.
c.17:00-18:00 - podcast published, usually after market has closed.
Weekly Small/Mid Caps Roundup
2pm Thursdays, it’s today - our weekly catchup with Paul Hill on Vox Markets - here’s the link for the live, interactive show, always good fun - do join us if you can!
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