Good morning from Paul amp; Graham - suitably refreshed from his holidays! Today's report is now finished.
Normal service resumes here today, I'm pleased to say.
Weekend podcast went up as usual, or is available on podcast services (just search for "Paul Scott small caps").
Agenda -
Paul's Section -
Beeks Financial Cloud (LON:BKS) (I hold) - a reassuring, in line with (previously raised) expectations, trading update for FY 6/2022. Also BKS reveals the identity of an impressive recent client win. Outlook comments are buoyant, with a "record sales pipeline". This share is tricky to value, but the accelerating organic growth, mostly recurring revenues, and positive outlook, reinforce my belief that this share looks like a long-term winner for patient investors.
Spectra Systems (LON:SPSY) - I crunch the interim numbers, and come away impressed with the high profit margin, strong balance sheet, and generous divis. It's a very small company, but has numerous projects in the pipeline, any of which could be transformational if they scale up. Hence blue sky upside, on top of solid fundamentals - that's an attractive risk:reward stating point in my view. Worth a closer look I'd say.
Accsys Technologies (LON:AXS) - a catalogue of problems from this specialist...
