Jack

I write for Stockopedia and search for stocks with compounding potential

[Ben Hobson @BenJamesHobson]

If you want to read it, or even get it in your email every week, it's free. I've actually done two this week (as I figure out the format) and the latest one is here: https://t.co/nm8QhQvZu7 Cheers.

[Jack @jpbrumby]

@BenJamesHobson Great stuff @BenJamesHobson. Gutted to see you leave stocko but I've signed up to the substack and can't wait to see where you take it.

All the best mate, let's get a pub date in the calendar soon 🍻

[Graham Neary @GrahamNeary]

All good things must come to an end... and then start again two years later.

I'm covering small-caps with Paul Scott at Stockopedia again, in the SCVR.

Well done to @jpbrumby for his fantastic work over the last two years.

[James At Langton, ACA @JamesAtLangton]

Oatly reports rev +53% to $543m in 2021, but a staggering pre-tax loss of $215m

#OTLY has been dogged by production and supply chain issues, only fulfilling 'around 70% of orders'

Clearly a growth market but losses this big are unsustainable?
#plantbasedfood #oatmilk

[Roland Head @rolandhead]

Today's SCVR is now finished @Stockopedia - @jpbrumby and I have covered #IHC, #UBG #CKT and #BVC

https://t.co/Zldj9l8247

[Stockopedia @Stockopedia]

The Small Cap Value Report podcast is now on Spotify - listen to Paul and Jack discuss current market sentiment, and all of this week's key UK small-cap news. Includes trading updates from #DLAR, #BMY, #SOM, and #RBGP.
https://t.co/3vHoCyCNTj

[Jack @jpbrumby]

@Bargainhunter85 Hey Simon, thanks it was a good question. Probably the key point really IMO. The group have a couple of presentations on investormeetco if you use that, they are worth listening to

[Equity Development @equity_research]

#BEG following @Begbies acquisition of surveyors Daniells Harrison today we look at the deal, whilst retaining our forecasts and 165p/share fair value.
Read new note here:
https://t.co/1KaZO88oSJ

[Jack @jpbrumby]

@sloan_phil Cheers Phil, I'm surprised by the number of comments there as I'd thought #MACF was slightly off the radar, but clearly a few people are either invested or monitoring it. Bought some myself after the H1 update.
Best of luck in the coming year 🤞

[Jack @jpbrumby]

@NicholasVaugha1 @CapitalPmh @Stockopedia @growthcompany Thanks @NicholasVaugha1 , merry Christmas to you too 👍

[Jack @jpbrumby]

Many thanks to @CapitalPmh for hosting this small cap chat earlier in the week!

And thanks to David Thornton @growthcompany too.
Whistlestop tour through 19 or so companies, always interested to hear any additional views.

Here's the Youtube link: https://t.co/ujpTLLsiR3

[Jack @jpbrumby]

@ExpectingValue Thought you might get it!

[Jack @jpbrumby]

Is this a thing people say?

[Jack @jpbrumby]

The analyst looks familiar...

[Roland Head @rolandhead]

Happy to be helping out with the @Stockopedia SCVR again today. So far we've covered upgrades at #BAG, a generous offer for #MMH, results from #BMK and the latest craziness at lender Amigo #AMGO

https://t.co/E3969ZGlUM

[Jack @jpbrumby]

@fwyburd I'm a fan of Neil Gaiman, will have to look into this!

[Jack @jpbrumby]

@MGinvestor @EKFdiagnostics @CIR_LSE @Stockopedia Cheers @MGinvestor! hope the markets are treating you well 👍

[Jack @jpbrumby]

@MBroomSmith It's extremely short even by #GAW standards so shouldn't take you too long!

[Tamzin @tamzinXPIWORLD]

PIWORLD interview with Keelan Cooper: The IPO Survival Guide. Nuggets: avoid lg caps; get in early; look for quality & value. Based on @Stockopedia research https://t.co/xiaNzdbXtF Fabulous insight @jpbrumby @reb40 @rhomboid1MF @RebelHQ @edcroft @vodkaquickstep @miserlyinvestor

[Rhomboid1🇺🇦 @rhomboid1MF]

Absolutely excellent post by mammyoko on @Stockopedia

We know nowt…but often mgt are in the same boat

I used to be paranoid..but I’ve definitely good reasons to be🤔

Small Cap Value Report (Fri 13 August 2021) - BOTB, MCLS, VLG https://t.co/VvVJVaAiiC