AAM Research Piece, page-32

This is not the next oil boom - and while it might make sense for some small niche players (like ATC, and there at least 5 others, but not as far down the track) to go into this market - it does not for the big boys. Makes sense to me. Lots of profitable niche players around.

Not quite sure, though what your interest is - I see you are not holding, so - do you want to just stir or do you want to invest?

I guess the situation is as everywhere else - either the investment case is served on a silver plate with zero risk - and then you might get 2 % but are likely to keep your capital. This is not one of these investments ; What exactly are you after?