No more than 5 percent portfolio weighting in a high risk stock, i've broke the rules and regretting it, i've only myself to blame.
I think there are a few more like me on this bb, with 5 percent you dont worry about daily flutuations, you just focus on the long term outcome.
p.s. meerkat a bit early to call AZS a dud, its had its moments for short term trading, its somebody esles turn now.
But i do like your posting, keep it up.