The drop in SP is intriguing and couldnt resist topping up my...

The drop in SP is intriguing and couldnt resist topping up my small holding.

I think it is a bit unfair to criticise management of this company. Hello, have they not just secured a multi billion dollar contract which many large established players could only dream of.

Ironically, the SP of many other csg players with lots more reserves are languishing because "they haven't done any deals yet"

So worst case scenario if the market doesn't rerate is to merge with someone with low SP and lots of reserves. The market wouldn't be able to ignore $30b of sales then!