Small Cap Value Report (Mon 3 July 2023) - MEGP, YGEN, SIS, EYE, CNIC, BLTG, PRV

Good morning from Paul amp; Graham!
Podcasts went up on Saturday, I kept them a bit shorter this time, thanks to using my egg timer. Part 1 is a summary of the week's SCVRs. Part 2 is new material, being my roundup of macro/markets news.
I've written up about half of my half-year review of 2023's watchlist picks, so bear with me on that, should be up later today, or tomorrow.

Explanatory notes -
A quick reminder that we don’t recommend any stocks. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction market sentiment will take amp; nobody can predict the future with certainty. We are analysing the company fundamentals, not trying to predict market sentiment.
We stick to companies that have issued news on the day, with market caps up to about £1bn. We avoid the smallest, and most speculative companies, and also avoid a few specialist sectors (e.g. natural resources, pharma/biotech).
A key assumption is that readers DYOR (do your own research),...