Had a quick look and MHK seems like a much much better value proposition to me.
Projects more advanced with much stronger near term newsflow, diversified over 2 commodities, way better JVs with big players, even slightly more cash and slightly lower SOI.
The only thing I don't like with MHK is the 18m options. They will limit the upside a bit, but at least they are exercisable at decent prices so should provide some cash.
Also, I hate rockchip samples.
Had a quick look and MHK seems like a much much better value...
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