Looks like its about 2% of their holding. The MGV one that he...

Yeah you cant complain about an 80% per annum return on mineral resources, gotta assume he knows his stuff. and the team all had a healthy set of degrees and experience and he clearly thinks its economical.

Looks like its about 2% of their holding. The MGV one that he mentioned was 7% with the ones next to it looking like theyre 4/7s the size, and then AZS looked like half those so 2% assuming its all to scale which to me it sorta looks like it is. Which doesnt sound like a lot, but its a pretty major part of their spread considering allthe rest and theres only 4 other stocks with a higher concentration.