1 deck published between 2019-11-14 and 2019-11-14 — 23 pages, 23 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
Ferguson is a US specialty distributor trapped in a UK listing; demerging Wolseley and relisting in the US closes a 10.4x-vs-17.2x EBITDA peer gap.