Mutton - you are missing the point. RB has the best range of products for the pandemic and people staying home. Airwick, Dettol, Harpic, Vanish - all home hygiene products and are flying off the self!! I say keep churning these out and try to improve margins. Don't do anything stupid at this point.
Micro focus is a no brainer to me. They deliver in excess of $1.3b EBITDA year in year out and our current market is measly £1.5b. Sooner or later either we will see a re-rate or a takeover bid around 700p-800p IMO!!
We are not done with HSS. There is still another bagger to be had IMO. I am also in Costain, Hammerson, Bakkavor, Rolls Royce, Micro Focus, Saga, Ricardo, Tissue Regenix, Bab**** - all of them may have a one bagger in them, me thinks!!