Perspective, page-4

Hi Barral
I don't have an overall problem with the coys options policy as they not been issued at a discount to current prices. The option money has been handy especially pre the Tribeca funding which gives the company cash for admin and assisting subs.
Hi Plext
I think the oil venture and the holdings in AJQ and DHR /LKO will be huge.
SOLG is a tapestry of twists and turns and should reach a resolution next year.
My estimate is that SOLG will go well past the 60p exercise price of the latest options.
My pick is one pound valuing DGRs holding at 200 mill Pounds or AUD 340 mill
Depending on the corporate tango DGR may have to sell out or be able to partially sell down. Once a sum of 50mill from a part sale or say 340mill from a total sale hits the treasury DGR will become a market darling. Bear in mind that if SOLG reaches one pound and nothing else moves in value then DGRs NTA will be around 0.65 before tax on the profit taken on SOLG shares sold