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Cockney Rebel's avatar
Cockney Rebel Oct 17
Cockney’s Substack

That's how it feels to me too. Get to the end of this year and the PE is 14. About £100m or net cash and there's 40m less shares around which must be a tailwind for eps imo.

Yellowstone Advisory's avatar
Yellowstone Advisory
Oct 17

A great read ahead of the weekend.

Completely agree on the sentiment about funding circle. The operational gearing here is huge and as revenues grow the drop through to the bottom line is likely to surprise many people on the upside. Earnings growth is stellar but I suspect will be even better than is currently in the market.

Oct 17
at
5:13 PM
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