TH, longer term I like BDI they have their Mongolian subsidiary set up and have a proven coal expert leading the search, however after todays please explain it would indicate an announcement is not imminent, so there could a better point shortly to top up once interest dies down a little.
TPL is a bit of a wildcard because they already have other coal tennements that could be considered undervalued, it is not known how far they are down the road in regards a project in Mongolia.
for me I hold both maybe more short term upside in TPL with BDI offering one final re-entry point before they announce their Mongolian acquistion.
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