Any thoughts on the capital raise and why the banks are pulling the plug?
Looks like negotiation with the banks did not go well and they are requiring faster repayment of the loans which has led the company to raise £70m of capital. What do you think? Feels very
Hello,
Seems like a neat idea, thanks for pointing out. comp sales and margins had started turning south in FY20 (ending Jan 31, so pre-COVID). Any idea what the underlying cause of that was?
Consensus projections imply revenues should recover to pre-COVID levels in the next 2 years but that EBITDA will remain at 2/3rds of the levels that kind of revenue had previously generated (and Net Income ~50%). ... login to read the rest
also (very) long. I think this is one of the better reopening risk/rewards left, huge asymmetry here. what i like in particular - and not something you mentioned - is that this is a pureplay... login to read the rest
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