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Political and criminal risk

lse:fox

#1

This article in The Economist points to the lawlessnes and potential instability of Kosovo. These factors are hardly ever mentioned by Fox except to say that the business is unaffected. Could the situation be hindering the swift development of Fox, perhaps in the fields of recruitment and transport at the operational level? The share seems to me to be doing reasonably well; but somehow not as well as it could.


Has anyone been on site and formed a view?


#2

I think corruption is the main threat to the business, rather than violence - although there is a prospect of both. This will remain a high risk investment for the forseeable future, but that does not necessarily mean that it will be unprofitable. Time will tell. Place your bets.