My point was directed to reasons why TSV is still unloved. I was pointing that I myself tend to steer away from new technologies. I don't personally believe that if this particular play was tight gas, that it would be at the share price and more importantly, marketcap that it is now. The same used to apply to CSEM, but now investors cant get enough of them.
Tight gas is a new technology, might have been around for a while, but has only recently become successful (very successful for BHP). I found this website a good read, might be where you obtained your info as it refers to the 2.4bill.
