RE: M&S trading update very good15 Aug 2023 12:44
Peter it’s a fair point you have made there for me both BOO and Shein will exist in the same world, they have taken a share of the market from us there is no disputing that but for me there is massive value here. 13 brands and counting PLT good few years back was valued at circa £300m and now you can buy the whole of BOO for £450m it’s very cheap at these levels, not to mention it was the fastest growing company in the UK. I’ve been in this stock for many of years and you can tell when something big is brewing in the pipeline and I can feel something happening now. Watch this space 🚀