RE: Legalwolf24 Dec 2021 10:29
Like any investment in any sector, it’s a question of belief and that boils down to a question of do you invest or not. Respect your view Legalwolf and you do raise legitimate concerns about the past and that is not de-ramping, you’re absolutely right. You’re also correct in saying (in my view) some of this speculative but similarly, much of the activity in my portfolio is speculative hence why there is a degree of risk. Fundamentally, Memon is relatively new as CEO and during her watch the Sheikh has increased his holding. That is one of many reasons why this is my biggest holding.
A proper debate involves views contrary to your own and sometimes involves things you don’t want to hear. I do hope you do invest one day as I believe in the potential but totally understand if you need to see more development before that happens.
Best wishes to you and yours and seasons greetings!