In case you haven't seen this assessment, this is an interesting read. http://www.asxnewbie.com/Sharemarket/Sector-Energy/bow-upgrades-adds-to-coal-seam-gas-hysteria.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+AsxNewbieTheDiaryOfAnAmateurAustralianShareTrader+%28ASX+Newbie+%7C+The+Diary+of+an+amateur+Australian+share+trader%29
(I missed it last week!)