New Investment – Anglo Eastern Plantations (AEP.L)

Added quite a bit to this and think it’s a better opportunity now than it has been for quite a while due to catalysts which appear round the corner.

As of writing its a c5% weight.

Brief summary, Anglo Eastern Plantations is a family holding company involved in palm oil plantations which has had a generational change of management, hopefully leading to a change in strategy. Lim Siew Kim held 51% and died on 14th July 2022. She was the daughter of the patriarch of the large Malaysian Genting group (mostly hotels).