V happy with this and URU today...tricky thing is they both have v big potential - in my opinion - but it's hard to know whether they're rising on that or the 'Santa Rally'.
No worries, you'll prob have mixed feelings seeing URU's movement today but I'm confident this will get similar returns and more next month - late Jan-end of H1 will see big growth here I think.
It's a question of risk/reward really. What is the balance between what you think you can lose and what you think you can gain? Only you can answer that and know how comfortable you'd be with either taking a 25% loss on URU or missing an x% gain.
They do have other assets, and cash underpinning the SP. Niger is of course a risk, but other cos operate there. If you're unomfortable with the amount invested I'd say sell a bit and put in something like SRB or CDG - should get you a similar return.