The Comparisons: AOI is now at $490 million market cap, CGX Energy now at $444 million market cap. Both these guys are drilling some potential big wells this year but EOG has HRT drilling wells bordering their blocks, so EOG can get same upside potential if HRT hits as if AOI and CGX hits.
So lets assume EOG was worth $450 million today, if you had to buy one going into results of wells (for EOG, the HRT wells) who would you buy? For me I would still buy EOG at 4450 market cap because they didn't spend any of their own money to drill a well and have the larger resources than the two. Now given EOG is under $90 million market cap, there really is no question who you should be buying today.
Note AOI is mostly onshore, here's the breakdown:
https://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=OYL&t=LIST&m=30792553&l=0&pd=0&r=0