Yes the Torrens project is amazingly exciting and given the size of it it could end up anywhere. Just the hype once the drilling finally starts alone should be enough for a good return. I am loaded up as much as I can justify on AIS and ARE. All the big players are watching Torrens and things could move very fast if they hit something significant.
I like PCK too and follow it, but I don't like the industry they are trying to sell into. The operators of most nursing homes would happily sell their grandmothers on the street if it saved $5. The big hope is the age care RC will force them into change, but I am waiting to see some serious sales traction first. I will miss the very bottom price, but it avoids exposure to a dilutive CR if the industry drags their feet.
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