Re MCL, it doesn't know what it wants to be, too hard to invest...

Re MCL, it doesn't know what it wants to be, too hard to invest with no real strategy other than "being Crafty"... Will bounce once out of lockdowns as heavily exposed to on premises sales , but they need a full quarter of sales, out of lockdown to show their true run rate.. Probably okay buying here as vaccinations increase etc and we get closer to a more normal state of affairs etc... Also has CR risk if the balance of 2021 is particularly brutal. They have debt facility, and selling a premisis to free up working capital, so they might get through...