Wickes Group PLC

• Palm Harbour Capital Q2 2024 Letter ↗ Piraeus Port Authority anchors a contrarian portfolio case for competitively advantaged assets completing investment programmes while retaining substantial cash and scope for higher dividends. Palm Harbour argues that extreme megacap and AI enthusiasm has widened the opportunity in international value and small caps, while pressing SK Kaken to improve capital allocation. second quarter 2024 0OIY $1.5BGHTI LNA $289M +4
• Palm Harbour Capital Letter 2022 Q3 | 244 KB ↗ Palm Harbour Capital sold Motor Oil after Greece imposed a retroactive windfall tax that it believes discourages refining and renewable-energy investment, and exited Boa Vista amid irrational below-cost pricing by a new competitor. It added two undisclosed positions, trimmed market beneficiaries and added to indiscriminately sold holdings. H&T Group was presented as a countercyclical pawnbroking investment benefiting from tighter high-cost lending regulation and rising household costs. third quarter 2022 BAYZF $48BMOHCF $7.6BOCINF $981M +2

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