Rundle, I can absolutely relate to what you are saying.
I am exactly in the same position with NOT and five of the AREA PLAYS. It was scary, I just finished making up a new portfolio called McFauld's Lake Plays and when I saw the total, it proves that I am violating all the 'Words of Wisdom' that any financial adviser teaches from Day 1
Diversification, I think they call it. Both in segment as well as in geographic area.
But then I look at the reports and all the great information in the 'postings' that appear here and I know that I am in the right position. Also, now with the world press picking up on this story, it should be mostly an uphill climb in 2008.
Enjoyed your message and look forward to many more.
Regards, RM