Small Cap Value Report (Fri 5 Aug 2022) - Base rates amp; inflation. RNO, BEG, CARR

Good morning, it's Friday, so just Paul here today, and a more leisurely pace.

Agenda - 

Paul's Section:

I have a ponder on the 0.5% increase in base rates announced yesterday. NB I'm not an economist, so this is just the musings of an investor, not an expert.

Renold (LON:RNO) - I like this share (not currently holding personally, but it's on my possible buys list), and the big acquisition announced yesterday looks interesting. I've spoken to the CEO before, who explains the company well, so have invited him to an audio interview with me (no fee, it's completely independent, I'm just doing it for general interest). Here is my audio interview with CEO Robert Purcell, recorded this afternoon.

Begbies Traynor (LON:BEG) - Red Flag Report - is here. Just in case you found last night's TV news too cheerful, here's another helping of doom, No surprises to hear that bars amp; restaurants, and retailer sectors are struggling - we've been expecting this to worsen, due to the ending of the rent moratorium (which made paying rent optional during the pandemic). So a cull of zombie companies is coming - leaving more business for the companies that survive of course (...