Hi team, I have just been scouring the latest issue of Intelligent Investor (#270), in it there is a detailed review on GSP. It s quite disturbing reading considering assurances on other forums on the viability of GSP. As many would know Intelligent Investor is quite a reputable publication which follows value investing principles, and as long time subscriber I value their opinion.. Anyway this review values the NTA of GSP at -27 $M, as opposite to the "official" valuation of 863 $M. As well 100 $M of debt will need to be refinanced in OCT 09 and another $250 in OCT 10. I wonder how the banks will value the business. I wish GSP all the best as I have a sizable investment in Navra Fund , which is somewhat , "directly affected" by events at GSP. Does anyone else have any diff news or opinions..... cheers p.