Hi mrmars, I'm like you in that I'm heavily weighted to Slr. I used to have a large amount of diversification but didn't really enjoy the hassle of staying up to date on a lot of companies. Now I prefer to go in pretty hard in companies I believe in. I'm about 40% Slr, 50% qbe and 10% Azm. Azm is very speculative and I could easily do my dough. I'm comfortable with that though.
I bought Slr at 1.50 and love this stock. The management are fantastic and are I believe mainly ex western mining. I worked for Wmc in the mid 90's and held them in very high regard. I always thought it a shame bhp bought them. I also like talking to some of the old crusty kal people that have been in mining forever and they tell me slr's area is very lucrative. It's nice to invest in a company that treats shareholders money very seriously. There's so much crap management out there.
SLR Price at posting:
$3.01 Sentiment: Buy Disclosure: Held