Sold entire Versarien holding for more Optibiotix

I have either made a staggeringly well timed move that will make me tens of thousands, or the biggest mistake of my short investing career, as I sold my entire VRS:Versarien holding in order to buy a load more OPTI:Optibiotix following today's share price drop on yet more good news.

I wasn't going to - but after reading the OPTI:Optibiotix RNS this morning I was really excited to see the massive bounce in share price such a great deal would be bound to trigger. Absolutely nothing - in fact it was worse then nothing, as the price dropped.

Meanwhile VRS:Versarien issued an RNS for what I think will be a much smaller contract, and the price soared - again.

I believe VRS:Versarien are going to be mega, and I want to be a long term holder, but for the share price to pass 130p when they are not yet profitable, and putting them twice as expensive as OPTI:Optibiotix with more shares in circulation, and more than IQE:IQE just didn't seem right.

This was the final straw, and with a huge amount of trepidation I sold my 6,000 VRS:Versarien shares for a £3,597.30 (83.8%) profit and used most of the liberated funds to buy 11,336 OPTI:Optibiotix shares at 66.0545p costing £7,499.89.

This takes my total OPTI:Optibiotix holding to 74,697 costing £49,417.02 at an average price of 66.16p. The massive purchase today means that every 1p rise is worth £746. The inevitable climb to £1 a share will produce paper profit of £25,244. The dreamed-of climb to £5 a share will produce paper profit of £324,032. I don't think the dream is that much of a fantasy, as there are so few shares in circulation and the spin-off companies could now land me a much bigger pot than before.

OK - so I've ignored one of the most important rules - the 10% rule - as OPTI:Optibiotix now makes up 59% of my portfolio. However, I'm so utterly convinced in the business model and quality of directors that I'm willing to take the risk.

I feel like when I first read Game of Thrones many, many years before it was on TV, and couldn't seem to persuade my friends just how good it was. Now look at it!

The effect of the sale was to send my average monthly performance into orbit, climbing to £575 (12.4%) a month and giving me a great buffer above my 10% target. Unfortunately the profit taking did screw my paper performance, widening the gap by £3,687 to £8,468 but the portfolio cost is increased to £83,700 so break-even will now also mean the highest ever portfolio value, and I believe it will come when OPTI:Optibiotix finally wakes up the sleeping market.

Now I just have to work out how the hell to get back into VRS:Versarien, and when...