Diversified is a big word, particularly with Noront and James bay in general.

I have never had more than 10% of my portfolio in one place at any time in 20 years of investing until this summer. With noront and other area plays I soon found myself putting up closer to 20% in this baby. The trouble is that when NOT went to 7.00 I found myself with closer to 60% in this one area, without adding additional funds. I have broken all my rules with James Bay/ windfall by leaving everything in. Every time I have sold something here, the cash has gone back into something in the area. There is simply nothing in the market that has more upside to offer. At todays shareprice I still have very close to 50% in this thing and am quite comfortable doing so.

K