The Arctic Letter

The Arctic Letter

Procook PLC Thesis Update 27/06/2024

Arctic's avatar
Arctic
Jun 27, 2024
∙ Paid

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…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 Antarctic Circle Capital · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture