Dean already shared that October was up 13% month on month and we know lockdowns still existed for half of that.
November must be absolutely humming with both NSW and Vic open now.
And a monster Christmas / New Year is just around the corner!!
Market still waiting for a signal here, with all the reopening money going into travel stocks.
Signals are all there with massive exposure to the reopening of hospitality!!
DW8 Growth, page-11217
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