Re. Results.........................................................6 Oct 2019 14:27
Hi. Is.
I am at present away in sunnier climes,returning 15th Oct.
You won’t be supprised to learn that I agree with nearly all you say. I still have to read through the Accounts,currently languishing on my office desk. I can however comment on the RNS accounts announcement. What struck me most was the Centurian car business,an area set for rapid growth,not least because of the internet presence. As stated before this will be the Stella part of the company and will almost certainly be hived off at some future date.
With regard to the pubs / accommodation, this is the end of the market to be in ie high spec hospitality. One only needs to research the Ivy Group to see where this is going.
With regard to investment, I am adding all the time before the inevitable arrival of the herd . I realise that G Cs réputation has been tarnished by his two mining companies’,in my view wrongly,as the end game is far from over.
I reiterate, GC is in his element here. I agree with you this may well be another Majestic wine.
I made a very good return here....................................
as the end game is far from concluded .