Hi there. We've actually got two very different companies here. A uranium producer and an oil company. So, comparing either of them would just be apples to oranges.
And, I would like to put this out there - Both of these companies are, especially in the environment we're in, ones I would deem high risk. Make sure they're suitable for your risk tolerance, and I'd be limiting position sizes in these. If I were to buy one of these companies, it would likely be with no more than 0.5% of my portfolio. Maybe even less.
Full disclaimer - I'd own neither of these companies. If you were to get me to pick which one I would buy right now though, it would likely be Petroshale. The company has been actively working to pay down its debt and is also generating a lot of cash flow and higher netbacks during these high oil periods. However, due to the crazy amount of share dilution, despite the company growing its funds flow by nearly 300%, it has only grown it per share by around 50%.
The company is realizing some crazy increases in prices on its products. This is natural because the price of many commodities, including shale gas, oil, NGLs etc have gone up significantly compared to this time last year.
I'd see it as a short to mid term momentum play in the oil and gas sector. But in the event of a recession and dropping prices, this isn't one I'd plan to hold long term.