i am in CLL. i personally liked their properties and the direction the company is heading in. They are a 100% owner of their project, UTS is down to 15%, maybe less of their project. CLL has fewer shares out, more intl diversification, with luke, they now have diversification outside oilsands, and the refining assets bring further diversification. To boot, they plan to be in production in the oilsands by years end. both are great companies - capital is always limited, and i chose CLL for the reasons above. i think they have more near term potential, and great long term potential, but UTS is a more conservative play in some respects due to their small exposure, and partners. The oilsands is still a company maker for them, and i view CLL's diversification as being less risky.
all depends how you frame your options i guess. read up on the companies, their projects (webistes are great), read up on the management. lots of discussion on both companies on the board here, and watch the mutual funds. funds have been more into UTS in the past, but CLL was mainly a penny stock for most of last year - UTS broke out sooner. most funds wont look at these stocks, but now that CLL is well over 2$, the institutions i beleive will look at it.
For a play that has had less of a run up, look @ SYN. more expensive per share, but i see them like an OPTI or Deer Creek. They partner is Sinopec (china), and the chinese will try to jump into the oilsands. i think SYN is only a natural play for them. If i was looking to take new positions at current time, i'd look deeply at them. like the company alot.
cheers
