Surely in play now20 Dec 2023 12:25
Strong strong buy at these levels imv
EV/EBIT absurdly low
Trading c TNW
Great aligned management; weathered more than a decade of cheap Chinese tat competition
Yes, margin pressure suggests that some weakness in Porter Framework analysis, but, at these multiples, is that more than factored in
MMs flagging scarcity of shares but they're crafty so could be a false flag
Hold >20k shares tp £15++