SOLG moves up and down all the time, you can't expect DGR to...

SOLG moves up and down all the time, you can't expect DGR to follow on a micro scale. The only thing that is becoming reliable in my eyes is you can expect DGR's SP to follow 50% of its assets on a macro scale.

People will come in and say this 50% discount is crazy but it is not if you think about it: these are not liquid assets. Who cares if IRR or DHR or whatever last traded at X cps - it is meaningless since if DGR wanted to sell they'd get a hell of a lot less.

With this in mind I think the discount is justified and will still be back in if it slips sub 10 cps on lack of news.