With the gap in SP between SXY and BPT narrowing, a not so...

With the gap in SP between SXY and BPT narrowing, a not so dissimilar number of shares on issue, significantly larger income from existing production by Beach, significantly larger oil prospects for Beach (Cooper + Tanzania etc) , and similar blue sky shale potential for both, surely if SP keeps converging it would make sense at some point to switch from SXY to BPT? I think that point might already be close?
And also, at some point SXY should encounter the same funding issues that Beach allegedly already has?