Thu 29 May 2025 - Paul Scott's Small/Mid Cap Value Report

Alun's snapshot & v1 table up at 07:55. Starters: AUTO, BOWL, FTC, SFT, JNEO, SPEC, TEK, AGFX Mains: PMI, CHRT, BMS, CHH, WJG

May 29, 2025

∙ Paid

Good morning from Paul, Dave, Jon, and Alun!

Here we go again.

Interesting news this morning that apparently Trump’s tariffs have been blocked in a US court. More details on that are needed. UK futures are indicating a strong start today.

Also press reports that the UK Govt will force pension funds to meet capital allocation targets - possibly good for UK shares, or a dangerous development? Will they find loopholes?

End of free section. Tomorrow’s report & podcast will be free, as usual on Fridays.

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