Good morning! And thank you to Roland for editing yesterday's report while I was struck down with flu.
Please give a warm welcome to Mark Simpson as he rejoins us today. Mark does take an interest in commodity stocks and wrote an article about how to gain an edge in this sector yesterday - see here.
I saw there was a huge amount of comment yesterday about the market caps of the stocks we cover in this report. My expectation is that we are carrying on with mostly the same coverage as always, but with some changes on the margin as each member of the writing team naturally has their own particular areas of interest and expertise.
Megan has created a survey where you can vote on the market segments you want to read about (or don't want to read about). Please take a minute to vote if you can, dragging the segment you are most interested in up to the top of the list and then continuing by order of preference. Thank you!
12.50pm: that's all we've got time for today, cheers!
Explanatory notes
A quick reminder that we don’t recommend any shares. We aim to review trading updates amp; results of the...
