Without getting trapped into further macro discussion, the economic balances are interesting. As you mentioned there is increased inflation which may spur the BOE to raise rates which should benefit CYBG margins esp as their lending is fairly conservative compared with others. Maybe it all evens its self out and overall well run companies prosper in relative terms.
May I ask you what other LSE AIM shares you've been following? There's only a very small group of companies I follow, but always looking for interesting ideas. Obviously CYB doesn't have any international exposure yet, but are there any other particular negatives you see in the company itself?
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