elucidation

I can't quite understand the comparison between GBG and EXT, Rocko!
You have a stock with 3/4 billion shares on issue, operating outside Australia with all the concommitant Sovereign risk attached thereto, (albeit prospecting for a sexy commodity right now) The stock seems to be retracing old ground right now and I can understand the recent surge, given the grant of extra exploration ground.
However, I find it difficult to reconcile this enthusiasm for a highly speculative stock against the solidity of GBG which to me, is so much further advanced in it's strategy, both in terms of financing and in delineating a world class resource.
Am I missing one of your golden rules?....not being a smart a**e just trying to understand where you're coming from.
I am a holder of EXT but I have it tucked away as a very small % of my total portfolio.