Cash position wasn't stated, my mistake. I've been in and out of CAN multiple times, they've been a decent earner for me. My profits taken on them average out over 30%, and my current position is up 15% and rising with decent prospects, thanks to the recent news in Canada and the UK.
AUL makes up a negligible portion of my portfolio, it's simply an opportunity to learn about near-term mining investment with a little skin in the game. Despite the comments here I still believe its undervalued for its current position, but if I turn out to be wrong I'll analyse why and learn from it. I don't stress too much about my speculative allocations and overall they're performing really well for me anyway.