Considering the company RCF just bought into is valued at $150m,...

Considering the company RCF just bought into is valued at $150m, and we are at $60m, which one would you line up to buy shares in tomorrow morning ? Ive got both so i want both to succeed, 90% TMT, 10% AVL (mainly for the VSun side, never really thought theyd go mining)
Theres major similarities, some differences but essentially companies that probably should be valued similarly, albeit TMT way ahead on a timeframe perspective, so imo worth 20% more. Say AVL worth $150million and we similar, that makes us $0.80 per share and AVL $0.036ps. Which one you buying tomoz ?