TPL is the standout for me.
Similar financial position to CEO, searching in the same part of SW Mongolia and as with most small miners, so much relies on key management. In this sense TPL mirrors CEO, with Mark Earlie doing the job for CEO and Mark Gunther onboard TPL. Also appointed current Sundance secretary, Neil Hackett on the non-executive board. The smallcap space is inherently risky but mgmt is what attracted me to both companies. TPL has the additional benefit of some (potentially) company making deposits in the Canning and Galilee basins. Funding needed for drilling in all areas, dyor.
Location comparison:
http://hotcopper.com.au/post_single.asp?fid=1&tid=1496266&msgid=8532594
mongolian madness, page-42
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