I went and read their commentary after reading your post. What a load of nonsense. They seem like a bunch of punters that just listen to the sell side's research as if it is actually meant to mean something. It is a matter of time before holders like these guys are forced to stop out, but, when you own 10% of a small co like this.....good luck with that.
I think the real problem for TRS (apart from the fx fall killing their margins) is that Aldi are really eating their lunch. I know who I would back to win that fight
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