I am in the same situation (TLX and CU6 my largest holdings) and am comfortable with that.TLX is years ahead with commercialization and has a great business model,particularly the way they are funding the next product from sales.It may turn out that CU6's quite different approach using chelated copper to target two sites eventually becomes the gold standard, but TLX will have well rewarded investors by then so holding both is quite rational.Both my holdings I have had for years, so there are large "paper" gains.I will just have to manage the significant CGT someday.
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