>> and this is why...
>>
>> www.telegraph.co.uk/politics/2020/01/31/boris-johnson-ramps-pressure-eu-plans-impose-full-customs-border/
>>
>> the customers probably guessed correctly!
>>
I was looking at my portfolio last night and doing some rough calculations on the outcome of just one week extra stock holding to counter goods being held up.
Out of 120 companies I reckon it will cause about 7 real extra hardship - the cost of holding the extra weeks stock will cost them about £200m and they have no way of extending lending to cover the extra.
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