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Neil Cooper's avatar

I love the honesty of your weekly summaries and look forward to reading them. Thank you.

Do you produce a summary of businesses you think are worth investing in? How do i contact you privately (I believe you have my email)?

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Bill Graham's avatar

FWIW CRPR have two important underlying factors to consider. First the Cropper family are still very active in the firm and are hardly likely to give up their birthrights without a prolonged struggle. That could be bad, it could be good. There may still be Quaker blood in those veins! Secondly they occupy some of the most expensive real estate outside London. They could convert the mill into holiday lets and live off the profits for many more generations yet. Again, i am not sure if this is a positive or a negative. Overall too unpredictable for me, but I remain a fascinated observer.

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JAS's avatar

The Brave Bison purchase announcement may have been conveniently delayed to coincide with the forecast annual meeting.

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JAS's avatar

As for the “possible”AI generated script for the Cropper report, I recall that in the 90’s, “business-speak” became temporarily fashionable such that you could purchase a plastic card which you could spin for an instant all-purpose phrase like: synergistic alignments.

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JAS's avatar

Thanks as always. I was so impressed by the Brave Bison presentation at Mello 2025 that I bought shares whilst in the room. The management fizz with enthusiasm and ideas and hold a large stake in the business.

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