I think Cmon is spot on both companies hold good upside and HZN...

I think Cmon is spot on
both companies hold good upside and HZN probably has both more upside and also more downside.

I would probably hold both if it wasn't for the big revenue/reliance both have to Beibu Field.

roc needs something to excite the market, a new dela and FID decision etc etc. At present its an revenue generating machine, but sometimes the market once continual news flow

I am sure it will come over the next few months, so nn my view this is hold or accumulation time