I am also on the ADN train and am 1 ball deep. currently makes...

I am also on the ADN train and am 1 ball deep. currently makes 75% of my portfolio, with Parkway the second largest at around 10%, both companies were 2 of the first few I invested in. I think we need to take a step back and as much as James Marsh at ADN gave me the confidence to say "YOLO" and jump head first, that company could write its own story with just about whoever with that rssource they are sitting on.
I think Bahay is doing a good job and i believe we were looking at possibly not even having a pilot plant built with Melbourne's last full set of lockdowns. I think we will both look back and thank jeebus that the share price didnt move too much (frustrating i know) as an opportunity to accumulate more.