Small Cap Value Report (Weds 22 Dec 2021) - D4T4, MEAL, CAM, CNS, KBT
Good morning! It's Paul here with the SCVR. As there's not much company news this week, I'm trying to handle the SCVRs solo, to give Jack more time for other duties. Agenda - Paul's Section: D4t4 Solutions (LON:D4T4) (I hold) - 2 large contract wins are announced, but seem to be in the forecasts already. They company reassures that it should achieve its FY 3/2022 expectations. I'm struck by the size of these contracts, which will contribute 37% of the entire year's forecast revenues. Even after the recent c.30% correction in share price... Читать дальше...