I should mention that the Vanessa field is indeed a good asset, perhaps SXY might look to reduce its stake in some form, to get an inflow of cash. Or perhaps an outright sale?
I agree that SXY is now cheap, especially one Gladstone etc kicks in.
SXY has $100 million guaranteed by Origin to explore some of its gas acreage. In time this will start to provide the market with some real news.