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21/07/18
20:24
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Originally posted by pCap
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CP - Unlike many others, I have patiently ignored your posts until this point, as everyone is entitled to their view and it is always good to have counter views. However, you have questioned my incentives so I can't ignore you this time. TRS is one of my largest positions and I have no particular allegiance to them other than I strongly believe they have a strong outlook and are significantly undervalued. From what I can recall, the extent of your analysis is that TRS sells crap (I'm not sure what products you would put on the shelf of a deep discount retailer). The deep discount format is thriving in many offshore markets , and TRS has the scale and positioning to be a strong survivor in a post Amazon world. Your dedication to the TRS shareholders when the share price declines is to be applauded given you don't own shares, but I would encourage you to share your insights when the share price appreciates. If you strongly believe what you are saying, the share price should be irrelevant.
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what's going on here?
nobody on the HC forum is that polite in responding to my 'cutting' insights.
cheers-the perplexed crazypunter