Anyone have any speculation and reasons for whom this new Hospitality sector partner may be?
Sounds like they may be of considerable size given the wording in the ann as well as the need to inform the market that negotiations are underway.
Ezymart is one possibility though i suspect they would fall under retail rather than hospo, but still F&B
Ebev may tick the box but the wording suggesting a B2C component may negate them.
Thoughts?
Positive SPX, page-576
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