Mouse, take what i say with a pinch of salt like any media source but fwiw i have a couple of mates who hold fairly senior o&g roles in SA and QLD and they both concur that it is a real issue.
CTP has been my only serious play so far in the sector and that's run its race now. STX is interesting but very speculative and quite risky. I feel more comfortable in other sectors tbh and also sectors where there are more names to choose from.
