rogermontgomery.com, page-8

In cases like this you need to put all prior prejudices /vested interests /conventional wisdom aside and assess a business on what it is rather than what has been the traditional benchmark .I'm very mindful of what Roger says but in my time in the sharemarket the most money has been made by those that have been able to overleap the conventional accepted methods and find a whole new way of doing things .Simoultaneously those who have been married to the traditional methodology and not invested in the new technology have been vociferous in their denigration of it .

This smells to me like sour grapes, however sincere Roger and his followers might be . AUT has hardly put a foot wrong and the story of these shale gas plays is only in its infancy .To me the potential upside far outweighs the negative issues