Here's something that might help with comparing the juniors. So on the one side of the coin you have the story, and on the other side you have the value the market is placing on that story. Below is a snipit of part of my o&g junior spreadsheet. It calculates some of the basic metrics that juniors are valued on and compares the companies to one another.
I use it to help me determine not so much what to buy or sell (because high valuation stocks like Arcan generally have better stories) but more to get an idea of what how much of that story is priced in.
I think its up to date but let me know if there is newer info I am missing. Use or disregard as you please:
That webcast was a gold nugget. It certainly makes SCS look tempting.