The problem is we have seen any indication how Rodan is going to...

The problem is we have seen any indication how Rodan is going to do. Consolidation his assets via AUG is one obvious plan but that is not enough without drilling to the ground or waiting for someone to pay attention to AUG's assets.

I think we have to go on the bare facts and not fear, and keep our heads. Moving assets out of private holding into public or from one source to another is likely to mean he wants to raise capital and make things happen. Partnerships seem to be the intention. You wouldn't sell off an asset you aren't at least quantifying in a meaningful sense.

If enough air drilling (which is cheaper obviously) shows enough decent targets to go deeper the game shifts. Partners.
Don't forget the macro situation for gold. In the next 6 months things are really going to move.

JIMO not financial advice obviously.

(BTW just for the record, I have never met Rodan nor communicated with him in any way. IDK where the fantasy theories come from with some of the ppl in here. But like you, I look at the prospectivity of each situation. And I'm a straight shooter.)