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Last edited 2 years ago
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#Trading Update
stale
Added 2 years ago

BST 2022-AGM---Presentation.PDF

Here is the link for the preso @NewbieHK , @rh8178 and @Rick . The flooding may be one of the reasons for figures not quite as good as some expected. If you look back at the chart there are periods of sudden sell offs and overall there has been a slide since covid lock downs have abated. I still think historically there has been good gains in low cost retailers in tougher times and they do appear to be cost conscious so I would expect them to recover meaningfully over the next 12 - 24 months. Any thoughts on their debt levels?

#Bull Case
stale
Added 2 years ago

@Rick and @rh8178 - I like your work uncovering this one. Great first post @rh8178 , keep up the good work. This has piqued my interest in retail, something that I had sworn off as online started sweeping in. Zooming out it appears to be one of those retailers that will do well with people having tighter budgets. Will certainly follow!

Cheers, Nessy