Let's not forget that we're down a CEO just at the moment so it's not entirely surprising that announcements might be slow in the making. Like you say - patience required - the assets are winners and aren't going anywhere, and as Onspeed and others have pointed out we have a couple of possible outcomes to realise the value which isn't priced in at the moment.
LPI Price at posting:
29.5¢ Sentiment: Buy Disclosure: Held