Another very thoughtful post I also am fascinated in the differential with SOGTL's SP. I wonder what do the locals know that we don't know : maybe they are closer to the action so get local insight into what is happening. I also think the real basics haven't changed as like you I have re-read a lot of the old reports and have not changed my opinion ; have some funds coming through in next week or so thus if SP stays at these levels I will DEFINATELY be topping up.
Cheers and grit your teeth,
Civil
SWE Price at posting:
18.5¢ Sentiment: Buy Disclosure: Held