That is a great read!  They say 'next year' the companies should...

That is a great read!  They say 'next year' the companies should be line ball in value (5.4 PE, I think they said).  But I understand if they like PEA for being more broad and established.  I am not sure why the Newmont contract went to ZEN.  And the broker here thinks the ZEN projects have more risk (to grow to be line ball with PEA)

My non-PEA buy was the funny African thing and the many bits and pieces they seem to have and I even worry about them putting power INTO the grid.  With this new Labor promise to put a solar panel on every homeowners bum....  I wonder if there will be competition re the pricing and volume of solar that can be supplied.  ZEN being non NEG (solely resource miners) is a bit of a protection from the govt I think.

I toyed with buying PEA (as well as ZEN) when PEA was 51 cents a few weeks ago.  I wish I did, of course, looking at current price!

Thanks for the pdf read.  Very nice