I think your reasoning is about right, CR hurt the SP more than expected.Also, until we hear LOTS of reassurance and proof the Govt can be relied upon, year after year, to let us operate fairly, this will always struggle to show its real value.
Having said that, once the resource becomes too big to ignore, I feel some one with stronger ties to the regime will buy us out at a good price.
Now if I can just work out when that will be ??
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