Hi Marmaduke,
I agree: COZ is surely a buy now, CCF was a great buy a couple of days ago but still has plenty of upside IMO.
Personally, I have decided to invest in both. I see it as a punt on the whole carbon sequestration treeplanting sector which IMO is a no-brainer to grow massively over the next year. I don't have to worry too much about who edges ahead. As long as the sector grows, I should do well.
Bring on the contract announcements..