I agree with this and whilst the SP performance has been frustrating, I do think that management are going to realise some value through concentrating the portfolio with their best performing assets. New board appointments clearly going to help drive this process too.
Better beer is flying. Whisky growth is there. As operating cash flow continues to improve on the back of their portfolio becoming more concentrated than what it was 12 months ago, upside will occur.
All IMO.
General Chat, page-39
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