Yes thanks Pezdog, also Aramz and others for their input.
In addition to the great FA with this high impact drill and quality partners. The techicals are just as attractive given that both the heads and oppies are in short supply. Let's not forget that both are very tightly held. In particular, with AUJO, the top 3 hold 50% and the top 20 hold 95%. And I'd say most these holders will convert rather than trade out.
With limited supply and thin market depth on both will mean price volatility that will make any move north sharp.
JMHO and PDYOR...
:)
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