Accrol Group Holdings plc (LON:ACRL) was the subject of conversation when DirectorsTalk caught up with Fund Manager Gervais Williams. We asked, having seemed to have navigated recent supply chain disruptions and pricing pressure well. How do you see them?
“It’s interesting, if anything actually I think they had a tougher period perhaps 9 months ago when they had problems with their logistics, their contractor that delivers the toilet paper to the customers – mainly supermarkets in the UK – were struggling to recruit drivers and their delivery standards went down. Because their delivery standards weren’t so good, that led to them to having some real margin pressure and they weren’t able to get the cost increases through….