RE: trading update?10 Jan 2020 08:09
Well, I've only been holding DIS for just over a year, so I might be a lot more optimistic than longer-term holders, but are we about to hit a turning point?
Thinking about it, we pretty much have a rock-solid, well-funded, debt-free company that only has one (rather important) problem - they are seriously struggling in the sales and marketing department. We suddenly get a 4% stake bought by some Roland Grain who just happens to specialise in spirits sales and distribution, with business connections all over the world.
Not particularly excited about the trading update, but H1 might be very interesting. Time for a rerate perhaps?