Took a small stake yesterday on the basis the NTA has climbed to 31c per share or ~30% above the current price. Their assets are mostly gold and cash which I like. The only fly in the ointment is their stake in One Asia which is under a management/control cloud at present. But its valued at about 8c per share so a completely loss (v.unlikely) is factored in? Anyone else have a take on this?
