hi muckman, there's a few ways to approach this. When i read through the thread it reminded me of a few cheap buys i had over the years, HIH insurance and great southern plantations are 2 that come to mind. (they don't exist anymore). beware confirmation bias..(Highly doubt Rolls royce will go bankrupt lol) just because you think some thing is so, doesn't make it correct.
If i were to give advice on this, id say have a crack at dollar cost averaging. smaller amounts invested over a time span will level things out, the added bonus is you can watch how things play out. I'm doing with it SVL and ADN at the moment. If i had just plonked all my funds at once into both when i had bought initially, I'd be up more on SVL (12.5c now 27.5c) and blown a motza on ADN(6.2c now 4.8c). because i averaged out my investments, i'm ahead on both. hope this makes sense to you