Thanks peejay. We will ride it out. Mid 40’s and plenty of time....

Thanks peejay. We will ride it out. Mid 40’s and plenty of time. We have been very happy with Forager over the years and in particular Steve Johnson has always been very clear and trustworthy in his communications.

However, I think the other thing I have noticed about for’s current predicament though is of the current stocks they own, despite being outwardly mostly of poor quality, is the need for a set of circumstances to play out before value is realised and just how tenuous the unlocking of this value appears. To a non expert like me anyway. For example, mah needs to be successful in Indonesia where no one ever seems to do well, tga needs management to sell parts of the company and then start dismantle it (does this ever happen?), mpw has poor management and may go under, fig is as good as finished, and foragers bet on the oil price rising is taking forever to play put while the companies they have invested in continue to struggle.
I am just a bit worried that things are bad, but could be about to get even worse. I suppose that is investing though.