My 2 cents;
The good -
Great management (multiple successful projects very similar to their portfolio delivered)
Great backing...should see them all the way through to production if the numbers stack up (RCF and Tembo)
Highly prospective ground
The risk -
Geopolitical, some tough countries to do business in (although in both PNG and Cambodia they have very good partners)
A lot of money has already been spent at Woodlark, although sometime maybe not in the right areas it may prove to be a difficult exploration journey.
Also Rhama, I think they have already released the maiden resource for Cambodia mid last year.
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