coi vs stx

Hi,

I've got a good swag of STX and COI but are now starting to struggle to get a handle on the value of the two compared to each other.

STX - lower market cap, good cash flow from USA, exploration upside just waiting to be tested in the USA, Solid WA exploration with CVN, and now one of the best permits for CBM , cash coming from options etc.

COI - Higher market cap, being diluted away, yet has momentum behind it. Going to have a lot of cash behind it soon, but at a cost to the number of shares on issue. Reserves at Mahalo but limited forward development plan to realise it, and revenue from it hard to tell at this stage. Good CBM prospects.

From my view it seems to be that STX is being slowly (and hopefully a lot faster soon as the pieces come together) being grown into a large company that has a future, while COI is being positioned for an arranged marriage at some stage in the future as long as she looks the goods...

I've sold down around 30% of my COI's as the price has increased and are now thinking whether I continue this or not.

I suppose at the heart of my question is who has the best CBM prospects, as I can put a value on the rest of STX's assets.

Opinions most welcome