On the topic of Mongolian gas plays, does anyone have any opinions on JGH? Their thread is not very busy on HC. Looks like their SP has also been suppressed since their arrival on the scene. I'm wondering if that's performance based, potential based or just a market based decline as CSG investment is still a shamefull idea to the woke crowd. The fact TPD were unable to secure a debt facility for Guravanties is also testimate to that fact.
