Take SOLG out of the equation (just for fun). What value do you give to the rest of the holdings? None are making significant money (AJQ pocket change), and most will need more money in the near future. I value the remaining holdings generously at around 40 million, risk included. I'll let you figure out where I see the SP in that case.
Forget SOLG for a few years, as that is how long you'll have to wait for it to impact positively on DGR. Also, with Apala looking like a dud, there is a still a lot of risk going forward.
So for now, and for a while yet, take SOLG out of the equation. Because it is.
GLTA.
DGR Price at posting:
10.0¢ Sentiment: Sell Disclosure: Not Held
