I have the same problem mate, i go looking to diversify and then get all caught up in the value/reward of ANW and tend to come back to buy more. keep thinking, why have ten 1K holdings when you could have 1 massive holding. Alas, my peice meal buying means i need to find them very early and then wait through to development or the re-rate event. ANW is case in point been alost 2 years waiting on this bad boy, with probably about the same time to go for a full pay day. Happy to wait though as opportunities, outside of hype, are actually pretty hard to find.
I'll tag you in my zinc play, i like sl1 too, haven't really started researching though.
ANW Price at posting:
2.1¢ Sentiment: Buy Disclosure: Held
