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SARRIA - European HY and Special Situations
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ASDA - comment

The IT issues at George are an embarrassment, but are pretty inevitable given the scale of the IT projects. The George issue is not a concern on its own but added to payroll issues and logistics snags in the grocery business, there are challenges. The sooner a new CEO is installed the better. 

https://www.retailgazette.co.uk/blog/2024/08/asda-orders-it-glitch/

Aengus McMahon27 August 2024ASDA
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Aengus McMahon28 August 2024SBB
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Branicks - comment

Aengus McMahon27 August 2024BRANICKS
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