Hi psi81 Thanks for your insights re that market segment. Definitely helpful.
I suppose the only public comp we have is KMD, and their last set of numbers were truly horrendous.
I was just disappointed that 2Q sales decelerated from 1Q which would have been more severely impacted by the lockdowns that you mentioned. Furthermore 2Q21 was comping a bushfire affected 2Q20.
And I'm always suspicious when a "trade" player buys from private equity. The only thing more suspicious than that is when private equity sells to the public...
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