Good morning, it’s Paul here.
Early on, I’ll be focusing on the interim results from Sosandar (LON:SOS) (in which I hold a long position). I’ve got a telecon booked in with mgt early on. I’m expecting to see a big increase in marketing spend, fuelled by the recent £7m placing, and an acceleration in sales growth (after a slowish Spring/Summer season). Seeing as these are already known factors, then the key thing will be the current trading statement. If Autumn/Winter sales are going well, then the recent share price recovery could continue.
Estimated timings – as always, it depends on what newsflow there is. My intention is to start early, and be finished by 3pm.On my agenda today;Sosandar (LON:SOS) – interim results amp; a quick call with managementSCS (LON:SCS) – AGM trading updateAb Dynamics (LON:ABDP) – results headline figures look fantastic, so I’ll report on this, even though it’s moved above my usual upper mkt cap limitOnTheBeach (OTB) – preliminary results FY 09/2019Water Intelligence (LON:WATR) – upbeat-sounding…
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