I asked a similar question but got no response. But I'm in the same boat so I'll offer my thoughts.

It looks like NOT is money in the bank. Though you've got a limited upside - being realistic (pessimistic?). No 1000% out there for those of us who got in >$3.50... maybe a 100% with more great news. If you read all the posts - the conservative posters seem to say this.

There could be other deposits in the area - but you're guessing. Your other picks have had some okay results - but so did NOT a few weeks back. You're speculating they will find another hole or ride NOT's coat-tails once news starts to spread.

So I guess you'd need to sort out your risk tolerance... those others might come up empty... NOT already found theres... but you probably missed most of the ride at this point...

That said I have a 50%-25%-25% in NOT, UC and SPQ respectively...