i expect we will see above 80c again very soon, page-30

Yes uncbuck i have a great deal invested in AGS. During the downturn (WFC) I capitalised many losses in a very diversified portfolio and decided to focus in on one of my holdings (AGS). This was due to Climate change and the push to Nuclear power along with the AGS fundamentals which we are all aware of. IG's large holding and his unwavering belief in the company along with his committed Board of Directors were also a big influence on my decision to Un-diversify. I reduced from holdings in 10 companies down to one with a lesser amount in 4 others. This goes against the saying 'don't put all your eggs in one basket' however if my research and belief in AGS come to fruition i will have a big smile on my face, if not then i will be working for much much longer.
I am still confident that i have done the right thing.
Like studying the races and putting most of your money on one horse rather than dribs and drabs on 10 different horses in 10 different races, one will never get rich that way, imho.
GL all holders