Tue 22 July 2025 - Paul Scott's Small/Mid Cap Value Report

MrC's snapshot up at 07:53. v1 summary at 07:58. Starters: CPG, MTO, GNC, KIE, FSTA, MARS, EVOK, BIG, YU., LUCE, NET, MOTR, HEAD, ANX, NXQ, WRKS, EAAS, B90, SCE Mains: GBG, MEGP, FNX, HVO

Good morning! Reinforcements are on their way - we have the full team for the next 3 days - Paul, Dave, Jon, and Alun! Let the deluge of RNSs commence. We’ll have a good rummage, and see what bargains we can find for you.

Reader Poll

Tell us what you want us to focus on - poll open until c.9am - results are in -

---

Spreadsheets

I get a lot of queries from premium subscribers, asking where my spreadsheets are. The link is on the “Spreadsheets” tab on the web version of this substack - here’s the link, which you might want to bookmark. Please don’t publish, or share the direct links to the spreadsheets, thanks!

---

End of free section.

---