Member Info for fatprofits

This is exactly my point, how practical is it to have all items behind the counter. This could be more problematic than some may assume.

There is also short interest here.

Https://youtu.be/CS1_y7I5B60?si=hM_zOHdBYk7JavLv

Quite incredible to see people just casually walking out with paying..

GRG was a CAPEX light business over many years, but now huge amounts are being spent..the latest on a frozen food plant.

When are these large projects going to end..

Putting all produce behind the counters...

Imv it's difficult to see this working, a small scale trial to begin with.

Just a personal view..another downgrade on the way in the next update is what I see.

BOD still not buying...

Profitability is falling and net debt is increasing.

Will look again following the next update,

which I don't currently expect to read well.

If an optimist you could make a case that's already in

the price, however that's not my view.

The above does not allow for the potential of corporate action,

a possibility in the case of TET.

I still have indirect exposure to TET through RIII,

which I bought on the recent sharp pullback.

Luck to holders.

* DR left Treatt nearly a year ago.

We have no idea what his holding now is as there is no regulatory

requirement to disclose a previous director holding - unless it

was a notifiable holding due to size.

The only BOD 'buys' that I can see over the last 6 months

are dividend reinvestments and those appear to amount to a grand total of less than 1,200 shares in total.

A bid may be the best outcome here

Pedro, I will try again...

Why are the BOD Not buying post statement..

Unless you are implying that you have a better grasp of value

than the executives who run the business..

JPP, why do you think the CEO, or any other BOD member

has not bought post statement at current levels..

It's at least worth asking this question because the incongruity between PI's buying, while the BOD don't, is striking.

Let's see if that changes this week.

Pedro, they need H2 revenue at + 6% to achieve current consensus - 16-18 Million on pre tax.

That looks a stretch to me and you can make a case the current SP now allows for a lot.

Lack of BOD buying still, may be worth noting, particularly given how few shares the CEO holds.

Clearly want out.

No BOD buying post statement, unless reported next week,

is very disappointing.

Is this beginning to look attractive on a long term basis -

long term by my definition is 3 years plus..

If I make a misjudgement, I also will flag it up.

I bought COA, a week before the tarrif announcement as I

considered the low .80's reasonable risk/reward.

Short term that proved to be a terrible decision,

although one comfort is members of the BOD have

aggressively bought of late.

Gary, tbf wider UK equities are also weakening again,

markets were slightly Up in earlier trading.

This is worth a watch.

Https://www.youtube.com/live/WnESmGFwabk?si=eYgZmp8yoAxK0jEg

Yorek, are you aware how few shares Shannon holds..

Np, I've already wished you good fortune.

Not to consider other points of view can be costly in the stock market.

Bullish unanimity on a stock board is often a clear sign to run for the hills.