BGR - Briscoes Valuation

[Mr Slothbear]

I see that Kathmandu is now bigger than Briscoes. When's the Kathmandu take over of Briscoes happening, lol?

they’re only bigger because xavier has been under the blight of the institutional imperative and not about shareholder returns like Rod.

if you compare the balance sheets and environment going forward, Briscoes in a much better spot to be on the hunt.

I’ll add that I tuned in this morning to the AGM and was pleased by how everyone presented. Looks like a very big push into digital which is good.
very good inventory management, will be same level as last year even with lockdown etc..