EDIT 16/2/2020 – I reentered as the underlying bounced back. I posted this on twitter – follow me there.
I have exited this – the Bangladeshi listing has fallen. It was c80p a share when I bought in – it is now 55p -31% and the UK listing is down c4%. I have therefore exited.
There are rumours this is due to an accounting issue – I doubt this, the company pays good dividends and has been in operation a long time.
But I cant ignore the risk so for now I am staying out until the discount opens up again.
I will watch and wait.