Antarctic Circle Capital

Antarctic Circle Capital

Procook PLC Thesis Update 27/06/2024

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Antarctic Circle Capital
Jun 27, 2024
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Dear readers,

As you probably know, Procook PLC has been one of my top picks for a long time.

As you probably has also noticed, the share price has not appreciated during this time. Since I first bought it has been mostly flat.

What was wrong with the company when I first bought?

  • The company had gone through a bad year. Revenues had declined 10% while Net…

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