Hi Marek
I haven't done a lot of work on AVO to be honest. They are probably 2-3 years ahead of SLR in their development. Their MC is more than twice SLR but they are looking at the 300koz production level by end of 2011 compared to SlR about 2013-14. I just think that the upside is greater with SLR from my paltry observations
cheers