Fair point re wait lists but I think the general trend is still of concern. I was surprised market shrugged it off yday, possible opportunity in budget for move back to VAT free shopping so will sit on sidelines for a while

#WOSG.Lwww.fhs.swiss/file/59/comm...

#JD.Lwww.proactiveinvestors.co.uk/companies/ne...

Applied Nutrition backer JD Sports to cut stake in IPO, as Issa brother invests

Applied Nutrition is aiming for a valuation of up to £400 million in its initial public offer on London's main market, which it expects to complete by the...

www.ii.co.uk/analysis-com...

Predictably good update from #TAM.Lwww.equitydevelopment.co.uk/research/bum...

Bumper H1-25, AUM up 14% driven by inflows

Tatton has recorded an exceptionally strong start to the year: AUM jumped 14% in just six months from £16.6bn to £18.9bn.

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#BMS.Lwww.ft.com/content/b9de...

How Russia’s ‘shadow fleet’ gets its ships

[FREE TO READ] An FT investigation into the role of a British accountant, a London-based broker and Dubai companies in the acquisition of vessels

plus low margins, little growth going forward according to brokers, looks tough to be too optimistic about progress #CARD.L

Had good look recently, seem to be doing right things strategically, updating stores, fixing online, using gifting to drive basket spend, etc. Difficult though to get past headwinds - NLW vulnerability (what happens when it goes up again next yr ?), not a destination so reliant on High St traffic

could be good play on possible Trump win as China tariffs move back up agenda