RE: Audited final results - year to 30/04/2220 Sep 2022 19:24
That's fair enough. Different opinions are good.
My understanding is that ACRL is already amongst the cheaper suppliers out there, even without the mill. They continue to take market share while still able to increase prices to their customers - at least that's what they've reported. Besides, sales of loo paper aren't going to vary much in a cost of living crisis and they say that if people 'trade down' to the likes of Aldi and Lidl, this will play into their hands.
What I will say is macro factors, esp the withdrawal of liquidity, is hammering UK small caps and there may be worse to come.
Anyway, without a massive amount of confidence I'm hanging on for better times.