Originally Posted by
Beagle
Late in giving us a forecast and trading update for the first half. Probably choosing their words for the narrative very carefully this weekend and we'll get that update tomorrow morning. Very good operators HLG but headwinds from Australian drought, then bushfires, now this new virus and possible supply chain issues as well as currency a bit softer and to cap it all off a huge increase in the minimum wage just around the corner on 1 April 2020, certainly makes life challenging for them.
Disc: I have reduced but still have a modest holding.