Agree, its like the Stawell gift race but in the stock market. Sure in a handicapped race AVZ has legs and could conceivably run and 2 bag from here. 4CE can imo 10 bag from here. So if we were to go and do a mock run in real life for the Stawell Congo race to make it fair AVZ would have a 100 yard head start (30 yards from finish line) whilst 4CE would start from 130 yards from the finish line.
Would you not allocate a % of your portfolio to the runner with the more upside? The info nuggets in the anns/ninja etc are golden, listen to the jungle drums... They're beating now.
TBH when the ann came out this week I though we would hit 15c that day - but it didn't, maybe becauses Im a geologist I understood the ann more than the layman in the street - thats what I put it down to, but looks like we can get there today..
Either way as per ole mate Jesse Livermore, the highlighted portion below, being right and sitting tight is rare - its hard to do! Sit tight peeps.
Cheers
FB
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