I think it is just a sleeper that is slowly waking up.
Check out the number of posts on a stock like HDR compared to AED. HDR has mkt cap close to 1bln projected EPS at 11.4c in 2008 and a PE of 55+. However over the last 5 years it has given plenty of punters excitment and good returns. Now it is getting stale and has a few issues. Yet it still gets the airtime. AED looks like a lot better value but it has been under the radar.
I've owned HDR a number of times over the last 5 years and it has done the right thing by me. But at present there is only one oiler on my mind - AED.
It's still early days yet for AED.
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