Sp performance? The sp doesn't perform. It reflects the market. The market is made up of emotional people who can't decide what its worth.
Company performance? Great. They scored a major goal aquiring the uk licences, using their approach of aquiring areas close to existing pipelines, with need for gas and good gas prices. So good that 2 majors have now joined them and while they are still funding future exploration in these sweet spots for us (globally considered some of the biggest deposits out there) then I believe the risk of another sp tank is very remote.
My opinion only. Please feel free to sell down some more, I like anything that's significantly undervalued.
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