this is an interesting read, page-9

Too true .. Its a low priced spec in the very early days of being reborn. Its performance from here will depend on just how good the present resource is, and just how well management can exploit it.

Certainly a very compelling story ... one that seems to have capture the imagination of many spec hunters. Bas you mention it is definitely risk/reward!! High risk, but even potentially higher rewards.

Lets hope the first announcement is a good one.