Hi arma9,
I have a small holding and like you 'would like to hear any commentary' as funds are well out of my league. I do like the conservative attitude and they seem to have a pile of cash. I am lead to believe although the cash is not earning anything it may provide the ability to take advantage of any downturn in the global market. It also provides a small committed return each year. In these times MOGL could be seen a defensive holding.
Keen to hear other opinions.
Cheers Littlelist.
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Shanthar Pathmanathan, MD
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