@codo - Depends on your risk appetite. DML trades more closely to the broader sector as it has more projects that diversify it's risk. AMW on the other hand is a pure play on PLS and it's fortunes are tightly tied to it. My view is that FIS is currently the best situation because of the nice little option that's in play until the closing date. If the drill bit results at PSL are encouraging, then you have the 50% exposure to it through Spinco. If PSL's drill results don't pan out then DML offers downside protection. All the while, a competing bid for FIS or DML is in play too.