I genuinely believe there is a reason why cpl has 1.7* the...

I genuinely believe there is a reason why cpl has 1.7* the market capitalization of guf. But I just can only think it is because guf is in Mongolia and cpl is in Canada. Even then there must be more to this because guh will be producing 5mtpa in June and transporting to China border 90km away. Cpl had to wait until 2016/17? Cash is king in my mind and mitigates sovereign risk. Hence my choice of guh. But as ive said, I would like to diversify so am trying to figure out the value in cpl.
What are peoples price expectations?