I got in a couple of days ago after their strong half yearly. Forge seems to be well on track to continue to deliver strong growth, they certainly do look like strong value. Free cash-flow yield around 10% based on 2009 figures, with 2010 likely to be even more attractive. Whilst the price for the deal with CLO is low, it is very likely to significantly increase the value for those that retain their shares. Obviously you'd be a dummy not to :).
Well done to all holders who picked it earlier on!
FGE Price at posting:
$2.36 Sentiment: LT Buy Disclosure: Held