The KEN agm webcast with CEO David Macdonald is worth a listen for geothermal followers. David is head of AGEA (as well as Kuth) so he takes a couple of questions in that capacity.
PAX is a spec buy for mine. EHR and HRL have made big gains recently. PAX and KEN are still very cheap, PAX looks like the next to go and is well worth a small punt. Still looking to enter but 'So many bargains, so little cash' unfortunately.
http://hotcopper.com.au/post_single.asp?fid=1&tid=1587737&msgid=9096668
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