I have recently loaded up here from SQZ. I think there is more opportunity here in terms of the market cap than SQZ which has been on quite a long run from 21p and IMO has a problem long term [there not much strategizing or diversification going on over there]. Just my opinion!
What's interesting about the significant holdings is that there is no II, Hargeaves or other nominee accounts... not sure why this business is unloved by PI's. Guess they all prefer the Geopolitical risk of GKP!
Must say, I am very surprised this did not push on through 80p. Gas prices flying. Some others are pushing on, but for what i can see JSE is better positioned.
I do like the strategy not to pay big divis now and reinvest while commodity prices are high. As shareholders over the longer term this will yield better returns. Really happy with my investment here. Like the exec team.