Ross Greenwood - Plugs MetCash gone in 10 years based on the opinion of the CLSA retail analyst David Thomas (I think?) on this a.m. TV broadcast.
Most of the Ross' retail talk devoted to the Woolworths / Masters debacle, and how teeny Aldi (1000 regularly-stocked items including non-food items) is the demise of Woolworths (25000 regularly-stocked items), and how Coles continue to perform (sortuv) under the radar.
Thanks for the plug - Ross!
Thought MTS would be wounded by the commentary. But as of lunch today - no easing of the share price.
Just goes to show how few people of worth & significance are influenced by TV9 in the a.m
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)