RE:NG pricing is KILLING POU......I like the way you described NG as cheap yet valuable.
As far as POU being a small fish, that may be true. But ARC which is about 4x the size of POU, MV wise, is rumored to be a takover target based on the Reuters article.
I don't have any idea whether POU or T. ARX has the larger land package in the desired areas or what their respective resource estimates are for comparison.
As regards the Sharks, the article suggested their food supply is in danger, and that they are looking for new hunting grounds.
Sharks are very much like major oil and gas companies. They both plan ahead for future needs.