Newcastle Gold Ltd.

40% isn't healthy, you say? CMM's around 80% of my portfolio right now.

Judging by that distant sound of glorieux's head asploding just now, I know I look crazy for being all-in; but frankly, I want to let this winning horse run. I need to make up for 10 years of investing in mutual funds.

I'll re-evaluate my position based on the company's obvious milestones - first pour, mill throughput, commercial production, meeting production forecasts - and the stock price's day-to-day behaviour and money flow figures. Other than that, I'm not going to think about this stock til it's well over $1. I have reasons to stay in this position, and no reasons yet to back out of this position.

Besides, I've got nowhere else to put the money.