@FreeYourself I had a look at PSC last year. Aside from the perceived sovereign risk they only hold 70% of the Arcadia project through Hawkmoth and Farvic (the owner of the other 30%) has the right to claw back a 21% equity interest in Hawkmoth (See page 44 of the AR). I found it pretty disingenuous that the company repeatedly failed to disclose this within various significant announcements. Not saying that it doesn't deserve a re-rate/tip but you may need to factor this in when calculating valuations.
