RE: Hodgepodge?19 Jan 2023 12:20
John Lewis,
I believe this is a well run,diversified business. There is no way its a one trick pony.
They have an excellent UK forecourts business and good operations in continental Europe too. I sense they are trying to offer some of the European branding skills to clients in the UK.
They have longstanding capable operations in the U S
They also have Forks businesses in UK US and Brazil.
I sense we will be rewarded on a variety of fronts.