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👍 just randomly came across this video I think you are right about the current share price being too low for the revenue. From ur podcast I personally think they could survive long enough to either be be bought out or for new share holders to hold for some profit. The struggling customer base worries me a tad but it's more likely to improve. more risky, but with the a small position size. Lets hope customers return so they can pay down debt. Peach pubs makes sense as an acquisition but I'm not sure if it's well timed given the business has been struggling. But hey ho

Like living in a film! Strange to see London devoid of people. Good to see you on here again. Last time we saw you you were on a boat doing an analysis of company reports for us! Would be good to see something like that again if you ever get the time! Nick

Post script - one thing I got wrong in this video, was that I didn't spot that the preference shares would be converted into ordinary shares, as part of the IPO. That was a real blunder on my part, for which I apologise. It just goes to show, that when you're skimming through an Admission Document, it's easy to miss something important. So hands up for that error. The gearing is actually a lot more reasonable than when I first looked.

A question, Paul. If the pre-opening costs will recur annually so long as the rollout continues, why are they property treated as exceptional?

If you turn on the subtitles you will find that they are pretty accurate and for me at least entirely make up for not being able to read the text on screen. Thank you, Paul. Please do go on to Part 2.

Excellent Video Paul, and excellent idea; I second the suggestion of the nq875 comment. Balance sheet & results analysis would be extremely helpful .I have already learnt a lot from your articles but that would fill in the gaps. Cheers.

Great video Paul, would like to see more! Your approach and explanations are spot on. Maybe next up could be a walk through of a balance sheet/company results and/or how to value a company?

Great video Paul

Wow! you have three . . . . . . . . . . . . . . staplers.

Sorry about the technical problems at the end - my monitor went black for the last minute, then came back on again.

I love these SCVR extra videos! Please keep them going Paul!

Great report Paul, so many insights as to how to research a company thank you so much.

Director buying by Bob Morton at Porta... He is the same Bob Morton censured by the FCA in February for misleading share dealing at Armour Group.

Hi Paul Thanks for the video. I've also had XSG on my watchlist for a while but never invested. You're also right that the Naked Trader has been very bullish on the stock. I recall attending one of his seminars in May 2014, and that's the first I heard about it. Regret, not buying in, as its three bagged over this time, but am trying to avoid story stocks, as I've suffered losses recently. Trying to be disciplined and stick to value investing and GARP. Best wishes, Imran.

Hi Paul, great review, msi does look interesting. I really enjoy these, and it's a great advert for stockopedia, good to see how you use it. Interesting you mention vnet, I sold out recently, having made a small return, good point re the divis still being at 6% though.

Paul, many thanks for these vids and your Stockopedia value reports (which I read every day). Incredibly valuable. Best wishes.

Dear Paul, regarding ALY, there was something at the AGM i believe? Or some kind of meeting that happened recently. Essentially the shareholders rebelled to try and get the guy that is married to miss Malaysia out of the company but were just unsuccessful. Have a google, but this is probably the reason for the sell off.

Another great report. AVS does look very bullish. But it would take a brave man to buy a 26m mcap stock after a 27% rise.

Like the new videos, good extra content to the written reports

Hi Paul Really enjoying the videos...hope you find time to keep them coming! Rgds

Great commentary, Paul. Nice general analysis of the risk/reward in a potential Plus500 short.

Alcohol is not conducive to cognition :-].

Is it possible in the future to state at which point in the video you will talk about a particular company? e.g. 3:04 OncoWotsits.

I suppose you could open a TNI short at 150p now? surely there is more downside to come, esp with all the uncertainty around?

Paul - have you seen this page: uk.advfn.com/p.php?pid=newsfront At least all the mining stocks are in one section you can skip past. Regards David

Love the reaction to the market cap of advanced oncowotsits - it's huge, oh well :-) please keep doing the vids, they are quite entertaining

Thanks Paul, i find these supplementary reports really useful.

Love the video style SCVR Paul!

Great video Paul keep them up please

Well done Paul..great effort!

Let them eat gruel! Paul Scantoinette.