Hi Jg, how are you getting on with your uk equities? I bought into hwdn after your write up on them in the reh thread brought them to my attention and they look to be kicking goals.
I was looking through the last few reports and presentations from WJG recently. They seem to be chugging along nicely. Their valuation is starting to look good with ev/ebitda around 10.
Any other companies you’d recommend me looking at?
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