CNB 5.76% 65.5¢ carnaby resources limited

I’m fully invested but whenever I sell anything and free up cash...

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    I’m fully invested but whenever I sell anything and free up cash and am considering where I should put my $ I keeps coming back to CNB (and one other company called WOA - completely different business though).

    Like many here I got in relatively early in both and they have each grown to represent about 20% of my listed portfolio. But I still feel the risk/reward is outstanding here and better than any other company in my portfolio or outside it (other than WOA which also competes with CNB for my $s) so I keep averaging up. Even though it makes the p&l look less attractive now, it’s going to look even more magnificent in the years to come if things play out as expected.
 
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