Just wanted to note a rare publicity moment for Nagacorp — results have been good as they continue to draw in regional gamblers to Cambodia. Their Chair got an interview on one of CNBC’s Asia shows here, long enough to give a good introduction to the company and update on their strategy and plans. Still my favorite casino, though I unfortunately don’t own shares — they’re doubling room capacity at NagaWorld starting this Fall and still paying a nice dividend, though it’s still pretty illiquid and tough to trade on the pink sheets and their controlling shareholder did start to sell some of his position earlier this year. You can see past notes I’ve shared on this company here.

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