Member Info for Polishcap

Quality numbers

D'Arcy spoke well about the erp aswell which is now automated excellent news

Cash machine this in 12 24 months

Osg you thought kelso sold thg at 100p a few months back

Card made more ebitda than thg in the interims and actually growing business

Make of it what you will market cap card 360m

1.09 now

Crazy stock market even for boring card

We grow sales have more ebitda than thg and asos

Growing everywhere

Minimal debt

Well stronger than 2014 ipo at 200p

Day traders

They've paid off the cbills on 25.09 which was 8m

Very encouraging.

This should be 2.50 all day long a share

Building something very resilient and belief in that 650m rev 100m pbt 2027 promise

Defo.

Look at today's interims says it all

Dump this moon garbage as a warning is coming from them

It's a stunning set of numbers for me for the quiet season

What a little business simple but profitable

No divi yet but coming on the finals

Absolute smashing share from moon pirates

Expansion is continuing relentlessly at aldi

They state record numbers switching to own brand

Mcrbrides supplies aldi

All good

More likely a cash call is coming from moulding hungry

12 18 months runway with the ingenuity hoover

Moulding will never cease control

Either he takes it for 100

It trundles along with a cash call he participates in and converted the non voting share bumping bid control

200 long gone I have a new love

Dcov

Big spreads and market makers jumping down and putting up

Volume is brisk today. Everyone is expecting positivity Tuesday

Overweight here

3 x ebitda

6. 5 x profit before tax

50m debt

Growing share

Solid management

Divi coming back

Still only 55 per cent of ipo price nearly 10 years ago

Still a long way to come for the card we are only getting started

Some games this morning but someone wants in

Don't think moulding has even shown up for the ingenuity event as he probably thinks it's a waste of time deep down.

If you want to get in touch with kelso mobile number is on all the rns they publish... Not hard

Don't dismiss them putting a. Big spanner in this as the have bet their business like some on here seem to have bet their houses on thg

I think card factory myself as a better chance of doubling than thg does

Everything that the market detests about thg

A load of fluff and hot air with some. Stupid speech from. Vivek the rishi sunak wannabe

How much cash is this crap. Costing a mill.maybe more

Defo lies by moulding no whale no 1 bill. Gmv coming

Just glad I reduced into some. Proper companies with shareholders put 1st

Thg is dysfunctional. It is not ran for. The people who give it it's life the shareholders

Some meaty trades going through this morning

All bodes well for holders long term

Year end now so let's have a great updated on the close due early October

Such a well run business this

Could be good news around the corner here

Yep

Definitely should be a divi reinstalled imvho

2p would do just fine as a starter

Make sure you are having a few strong paulauners Cantona

Worry with beauty is this

Amazon have kerastase redken ren anthony ghd paula's choice (all loreal and unilever brands) officially

Trend will only continue

It's obvious thg beauty discounting feriouciously to maintain par

Then the business has a really high fixed cost base with the massive covid global expansion so volume has to be maintained

You can't just sell beauty as the. Buyer would want to decouple it and that is physically impossible with the fixed cost base we have namely mouldings rents primarily

I meant the revenue growth not the absolute number golden

Your spot on though strategically.

I wouldn't get hung up on that

Flooding the market with a global b2b deal with Walmart holland and Barratt would equalise ON revenues

My protein is a d2c business. That business should return to good growth when cost of living calms. To be fair Cookson summed it in a nutshell. Can you just imagine if this business was just nutrition and rightsized accordingly. It would be so much clearer and valuable.

The protein business hopefully puts a floor on the share price

The other 2 divisions though I really don't like at all and their direction of travel and for that reason the best option I see is a 130ish takeout sooner than later hopefully as I won't be around to see another finals In April