Small Cap Value Report (Tue 14 August 2018) - CGS, MUBL, HAT, MMH, FCCN, D4T4

Good morning!

Today we have interim results from H amp; T (LON:HAT), so that's top of my agenda seeing as it remains one of the larger positions in my portfolio.

On the list today we have:

Castings (LON:CGS)MBL (LON:MUBL)H amp; T (LON:HAT)Marshall Motor Holdings (LON:MMH)French Connection (LON:FCCN) (comment by Paul Scott)D4t4 Solutions (LON: D4T4)Castings (LON:CGS)

Share price: 402.5p (-5%)No. of shares: 44 millionMarket cap: £175 millionAGM StatementThis heavy industrial stock reports continuing strong demand from its main customers, but the machining part of the business needs more time to recover to profitability. It's going to move into the company's main headquarters, rather than having is own location. Shares are down 5%.

My view -I'm worried that machining is never going to fully recover from the loss of a big contract in 2017. Return on capital for the group as...