says it all really, page-4

Avi has it's issues at the moment Sathyath, it was always a worry being in the copper cycle, but I buy shares with a 2 to 5 year outlook, so it will be in the bottom drawer for a while, it still has a valuable deposit in a mining friendly country.
Mel is different, gas is the energy the world is turning to at the moment, plus the big ventures in Gladstone need the long term gas. The Csg sector has been held down at the moment by the negative publicity plus an appallingly negative market, that's why the big players are making their moves now.
Mel has a lot of gas to yet prove up, it is unique in having conventional and unconventional gas plus low water issues, plus we don't have a vulture like Santos that has a controlling stake like Esg has had, let's hope it can grow some more to allow the price to mature, but in this market, who knows?
Alh.