I used to hold this but sold in '13. Also recently took interest again given its undervalued sp to cash backing. looking to get back in as well.
Base from what I read:
GDY potentially could be announcing something soon hopefully, as their self imposed 3-6 months time frame should have been completed or close to be. Maybe something in Solar PV?
No activity or agreement signed with beach energy could be attributed to chevron pulling out of that area exclusivity ends in Nov.
Also the markets probably not liking what has developed in GDY overseas projects.
Soloman island project progressing slowly due to lower than expected demand for energy, also awaiting peer analysis as this may not be a feasible project depending on what happens to the peer's project.
Takara in recovery mode after the cyclone.
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