Hi guysI've been a holder in and out since re-construction....

Hi guys

I've been a holder in and out since re-construction. think the bottom line is they actually haven't been able to finalise any commercial deal since reconstruction.

There was the mongolia / china deal and listing in HK - never happened. The pilot in Vic - never happened.

Then they did the deal with AES and now india - both coming from left field and nowhere to be seen on the original strategy for the business.

They have spoken of BIG deals, but the reality is that nothing has actually eventuated so far.

So $14m is what the market is pricing in as there's zero track record so far.

If they nail one of these deals, then we'll see significant re-rating, however at this point based on history, the probabilities aren't there.

Would like to see it happen tho, and one day they will probably get there, and as such I will re-enter in the coming weeks as the SP settles again and bottom draw a few for the next announcement ;)