Genel Energy - Re: GENL Stream Log - what would you guys state...

what would you guys state as the major differences between DNO and Genel? They share for example the Tawke field, but valuation of both stocks is entirely different. Consensus 2016 Multiples for Genel; P/E 14.7, P/TB 1.13, EV/EBITDA 4.95. Consensus Multiples 2016 DNO; P/E 6.1, P/TB 3.3, EV/EBITDA 3.1. For the time being both companies have strong balance sheets, obviously they need to get paid for deliveries to keep it that way. Both gross and EBITDA margins for Genel are way better than for DNO, but the market is valuing DNOs assets at a big premium to Genels assets when looking to P/B. However on earnings multiples Genel is trading at a premium, seems a bit contradictory at first sight. Can somebody help me out? Looking at analyst targets, DNO can almost double but somehow I am more attracted to Genel!