Picked up a few more at 3.5 today. Presentation reads well.. I will be holding on for dear life now! I have been thinking the same as you.. company would have been already holding discussions ready for when the ban got lifted so would not surprise me in the slightest for them to come out with a JV or some sort of deal. Presentation explains how they did have a US$560m farmout agreement but the passing of the founder of AEP caused it to fall through. Only a matter of time till they get another one IMO
Ann: Institutional Investor Roadshow Presentation - April 2018, page-4
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