Hi Watchfulbull
fwiw... I have loaded up on CAI and sold out of ALK.... I think the prospects for CAI to outperform far outweigh ALK over the next 2 years.
My reasons?... everything is known about ALK (Boda, Tomingley extension) and the timelines for execution are known....CAI on the other hand is heavily discounted with only a partially explored but proven set of tenements. The risk has been priced into the share price and the upside has been totally discounted to less than zero.
CAI - General Chat, page-787
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