Then Ptolemy, I'd say be careful or your "reality" may lead you out on a limb by yourself ... ucg is an emerging sector and it may be unwise to take an intractable stance on investment position.
Anyone of CXY, LNC, MEE and SXP is but a defining cornerstone investor deal away from a considerably derisked investment opportunity. You (or I or indeed anyone) would be brave to exclude any in that list, perhaps particularly recognised as being responsible for an internationally renownwed trial burn at Chinchilla.
Dex
LNC Price at posting:
0.0¢ Sentiment: Buy Disclosure: Not Held