I reckon ESI's closest competition is GTL Energy. Their tech is almost identical to Coldry. They are also stitching up some huge deals. They had some interest from LV about 4 years ago - but nothing eventuated there.
Tincom/AMI directors say Coldry is the best - that will do me. They obviously checked out GTL.
There is competition out there - ESI need to crank up the momentum.
Another thing GTL dont have is Matmor.
http://www.gtlenergy.com.au/technology.php
ESI Price at posting:
4.0¢ Sentiment: LT Buy Disclosure: Held
