I was told to buy both and that is what I have done....'spreading the risk', so to speak.
IMO, Rencore will be on the Venture exchange by the end of 2011 (hopefully sooner), but if you look at the properties, both have excellent targets (some have compared to E1 of NOT).
To me, it is a 'cannot loose' if one or the other hits---the 'hitting' company will take off, but the other will gain some attention and will more than likely see an increase---again, IMHO.
I am not an expert and when looking at my protfolio, most are in the red today (UC, FMG, GNH, BOLD, RNC & AGO), you might not want to listen to me, haha (NOT, GAX and KWG are in the 'green')---however, I really beleive in the RoF and it is only a matter of time until we all see' green'.
GLTA
Trace