rough estimate nta 40c 30 june 2009, page-4

It worth remembering its easier to make money in an entity increasing its asset base rather than shrinking its base. Far more upside when asset base is increasing, prime examples include some CSG plays that have seen incredible takeover premiums paid because small companies had increased their reserves & shareholders were paid accordingly.
Good investing involves having an open mind to all opportunities & not getting oneself, emotionally locked in an underperforming situation.
If & when CER asset base stabilizes or offers increasing asset values, then easier gains & better risk/reward ratios will exist in CER.
Long term holders only need show patience in CER, assuming they will to continue holding.
Regards
Buffett