Crickey what happened to cake?! Hope it didn’t hit you too hard. Glad to see vle kicking some goals for you. I’ve held back from investing in the uk of late due to time constraints - although bought some telecom Italia shares as they are doing pretty well and paying down debt and nicely values at an ev/ebitda of 4, so hopefully limited downside. Don’t get much more unpopular than teleco and Italy conbo...
Have you looked at EQN? Sort of a uk link equivalent. Dipping a toe into the water there as well.
Ann: 3rd Quarter Trading Update, page-18
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