Q: Hi, Wondering if you are able to provide any general thoughts on holding SEMUF (Siem Industries) in a portfolio for O&G/Shipping exposure. My thesis for owning has been to get in well below book value in a company that is run by management that has compounded over the long term (Kristian Siem). My concern is with lack of liquidity but plan to hold long term. Just wondering if you have any general thoughts or considerations or concerns in this type of name?
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