the only ways is up, page-10

The best thing about Dart is its ability to direct capital to China, Indonesia, Scotland and India while the political situation here develops. Profits will also be much higher there due to much higher margins than in Australia, so any delay here simply doesn't matter.

They have the cash to keep investing in these higher margin regions regardless of what happens with the US and Europe. Energy security needs, climate action and nuclear problems creates inevitable growing demand for locally produced gas in those 4 countries, so I see the risk for Dart as a lot lower than for many other companies in the current environment.

IMO, Australia on hold for a year or so won't slow their progress towards their 2015 target. Also, as opponents and politicians start to understand that CSG can be extracted without fracking, and good well design and management ensures no contamination in shallower acquifers, work will resume. The benefits of more local CSG production for the economy are substantial, and this should eventually persuade politicians.

I much prefer Dart to purely local plays for these reasons.