Ann: Investor Presentation , page-19

In terms of the SP we are almost pretty much where we were before the withdrawal by AZZ from the sale process.

I think the market panicked a bit, but the fact remains that it was AZZ that withdrew from the sale, not the mystery buyer.

Also, there seems to be a re-rating of stocks in this area given the recent buyout of Aurora:

"Sundance Energy, Lonestar Resources, Antares Energy and AWE all jumped by more than 11 per cent. "It's pointing to these stocks being oversold," said RBC Capital Markets energy analyst Andrew Williams."

http://www.smh.com.au/business/aurora-attracts-184b-bid-20140207-327me.html

I managed to scoop up a few extra shares at 38cents, I'm hoping other fellow retail shareholders managed to do likewise or at better prices 'cause this could easily be a multi bagger if analysis from Strachan mentioned in here proves to be accurate.