RE: Interims - H1/20222 Aug 2022 10:56
I disagree re m-cap, its about to become the 3rd largest lender in ROI following exit of KBC and Ulster. Its loan book will increase by about 50% with the purchase of Ulster Bank portfolio. Its main business is mortgages and with a rising ESB rate I cant see a downside here. I think medium-long term the share price this will increase by about 150%.