mention in the smh, page-9

Down she goes again. The Board generally don't have the "Creasy" factor. If the next hole is as good or better, it won't matter. Buy again at 30 once more for me. VWAP is 32.5 atm with $5.3m through. Hopefully this mob wil take $7m odd too. More risk here compared to SIR and increasingly so, even moe so with GTE. SIR has played it beautifully - experience pays, along with the associated contacts. The liuqidity is so beautiful for SIR & SBR. GTE has little in comparison.

My summation in order is:

1. SIR
2. SBR
3. GTE

SBR is the big smokey IMO.