Ann: Results of Annual General Meeting, page-35

A similar drop occurred last year and recovered pretty fast. Just hold on and enjoy the dividends in the mean time. There is no value trap here and management have reaffirmed the dividends. SPG seem to have great reviews on their Facebook page and their CRM should improve when EPW brings their system across. The only risks are what we know such as one of the peakers being subject to the NEM spot price.

One point to consider is that the SP can be affected quite a bit due to a pretty small quantity being traded on average. (As with any small cap where the ownership is quite concentrated)

I think you'll be sorry if you sell now.