which one cvn or coe

I noted today that both CVN and COE are identically priced now.
COE has droped big time on the latest duster BUT they still produce over 2000bopd with further upside and record profit qtr to be announced soon

CVN (seems) well underpriced, producing 4000bopd (twice as much)and several additional results coming soon.
Also record production and profit qtr coming up.

COMPARE ... CVN in Thailand (some risk perhaps ?) paying massive 50% TAX on all earnings while COE pay a lot less

COE mostly in local Cooper basin so less sov rick (if any)

Also CVN has more than twice the # of shares on issue so production per share about the same... CVN will have to find and produce more than twice as much oil for a similar EPS.

At the moment I hold a fair bit of CVN BUT nothing in COE (sold out many months ago on the big spike above $1)
Seems fairly cheap now ....

Thinking of selling my CVN shares and buying COE instead.

Any opinions ?