Ann: Admendment - Becoming a substantial holder, page-3

keen to know myself.

think this will be very defensive in the retail space. an observation iv made is on libra and the tena products: discounting seems to be subsiding from 50pc to 30pc which is essentially lifting price. this helps a lot...

what worries me still is energy costs aren't dropping, pulp and material are maybe flat if your optimistic.

worth watching whether competitor discounts also reduce cause I'm guessing these guys are signalling to each other it's time to stop taking the cost cut hits when input costs keep rising.