It is a valid question but one which is tough to answer given that EXS and CDU have very different reporting styles and registers.
I hold EXS but not CDU and I take significant comfort from the fact that the same can be said for Ivanhoe and Lion.
CDU may well have the goods but no-one knows for sure right now and many potential investors want to see the evidence before they commit. Others, and there are clearly many on the CDU thread, are true believers but I think its unfair to effectively ask investors to speculate on the size of potential resources and / or the Company's strategy.
In contrast EXS' reporting of resources and communication of corporate strategy is regular and clear.
As for valuations and market caps; if ever you needed evidence of how imperfect the market is then just take a look at your screen!
EXS Price at posting:
12.5¢ Sentiment: Hold Disclosure: Held
