We met the company on Friday. We believe that they are doing a pre-year-end round of buy and sell side meetings – so the following may already be known to some extent in the market. We generally regarded the discussion as interesting without material news as such. Much of what is being discussed shows a change of emphasis but mainly likely to deliver if successful in the medium to longer term. But we thought that the direction of thinking has become more realistic and positive.
29 Jan 2018
Summary Points
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Summary Points
Kingfisher Plc (KGF:LON) | 250 0 0.0% | Mkt Cap: 4,680m
- Published:
29 Jan 2018 -
Author:
Tony Shiret -
Pages:
3
We met the company on Friday. We believe that they are doing a pre-year-end round of buy and sell side meetings – so the following may already be known to some extent in the market. We generally regarded the discussion as interesting without material news as such. Much of what is being discussed shows a change of emphasis but mainly likely to deliver if successful in the medium to longer term. But we thought that the direction of thinking has become more realistic and positive.