HGO have around 23% of ESG so thats worth ~$119M... That is currently more than the market cap of HGO! Plus HGO have some other investments as a CSG project of their own. Main HGO play is however their copper. - See the HGO thread. I was going to buy ESG but went with HGO instead to get the same exposure plus extra bonuses. Prob is if everyone sold ESG to buy HGO the 'gap' would disappear pretty quick and you would be beter off with ESG.
