RE: 11th purchase14 Jul 2023 14:17
Agreed Banbury - my memory is that we paid c£16m for Peach and like you say pubs generally doing well - trading should hopefully improve with no covid and less strikes at key times such as Xmas (fingers crossed) - whenever I have been in a Revolution, they have been busy but this has admittedly been at weekends.
With current market cap sub £14m I do think there must be risk on the debt - I haven't checked the details, but I do think paying that down to minimise refinancing risk is key then hopefully things get a bit rosier. Happy to hold for another few years and think I may escape with a profit.