Hi
I'm just starting to look at this company and am impressed by the clear goals, branding and clarity with which they report. Where I get confused is when we get to the venues strategy. I can see how it assists in branding but is it really a good use of capital? Does it translate into material sales? What is the impact on gross margins? What is the return on capital employed? Does the company have sufficient working capital/debt facilities to deliver these facilities?
If anyone has any insights/comments then it'd be great to hear?
Many thanks in advance
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