I first came across this stock because of my long term holding...

I first came across this stock because of my long term holding in LPE which is another stock held by EGP Capital.
Reading the above linked report from EGP, I think this stock is a no brainer even though it has had a good run.
The Philippine Clarke asset is worth many times our market cap and they could announce it's partial or full sale any day now.
They also have a very good chance or recouping the $30m from the government
In the mean time their International business has gone ahead leaps & bounds.