4th Sep


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Good analysis. Thanks. Agree marketing is not good enough. But hope they improve the marketing rather than reduce it. Key for this business is product - this is the biggest driver of customer engagement. What's the plan to improve this?

Good you're covering this type of share Paul and I fully agree with your analysis.I bought a small amount at 3.7p, but am watching closely. The concept is interesting so execution will be key. How do they draw in new users and drive usage - and at what cost? I understand Laughton's comments but BigDish gives the restaurant control. The CEO also said that he…

Nothing incorrect Graham but I felt it didn't take full account of the much improved 2H numbers. Operational performance is improving despite a challenging UK market. I also like the much clearer strategic focus on professional markets that I gleaned from the company presentation. Appreciate your analysis - perhaps I should counterbalance any criticism with gratitude for many great pieces of analysis you do.

Disappointing analysis of Luceco in my view. You really have to look at the H1 and H2 results separately. The turnaround in performance is clear. Margin recovery is good and proper hedging now in place for copper pricing. The company presentation reveals a great deal about performance and how they have developed a clear and much more focused strategy going forwards.

Agree. Margin growth is the focus of lower growth businesses like Unilever. Nothing wrong with margin growth of course, but slower growth is the key issue. Moneysupermarket recently changed advertising agency and GoCompare has come back to the screens with the annoying but memorable welsh tenor. I think the brand that is top-of-mind will win a disproportionate share of market growth, and I don’t think…

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