RE:Ok SM...or anyone else fordster, I think it depends on your time horizon. If you are short term/trading, I believe AMK has a lot of movement potential as it theoretically should play catchup, and come closer to it's 20% ownership valuation.
If you are looking at six months or longer, perhaps TUO is better with it's NSR, tons of cash, and lots of other property optioned out. They are very unlikely to dilute further. IF Treaty Creek comes in with an initial NI-43101 resource over ten million (IF) ounces, I expect the Golden Triangle will become even hotter than it is now. This should bring substantial value to all the TUO properties, if they can find a way to monetize them.
Your other major consideration is taxation. If in Canada you can offset your capital losses against capital gains, so selling TUO might make sense from that perspective. You can than choose to buy whichever of the three you like.
I have more than a full position in TUO as a longer term hold. However, this dip has me considering a shorter term swing position, which at this moment, I will probably go with AMK.
my two cents