Given that GDY is quickly being derisked and the smart money (as I call it) is starting to roll in (Sentient and Sun Super both invested early in QGC I recall)I am interested in what other posters believe are the next best placed geothermals.
I appreciate that this is not specific to GDY but I am particularly intersted in the views from GDY holders and there is no general geothermal thread.
I had a look earlier in the year and started to compile a spreadsheet of comparisons and I came up PTR, PAX and GRK (No particular order and I have not reviewed since Xmas). I like TEY management but did not get my head around the implications of the limestone geology.
I will most likely average further into GDY as it evolves (fingers crossed) but am interested in others views on the crop of geothermals who have the potential to be the real deal.
I appreciate this is a pretty general post. Broad comments appreciated. Cheers
Herbie
RNE Price at posting:
0.0¢ Sentiment: LT Buy Disclosure: Held
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