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You're probably aware of DGR. Proxy stock with multi-commodity...

  1. Bollingenuity
    311 Posts.
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    03/11/18
    10:28
    Post #: 36377703
    You're probably aware of DGR. Proxy stock with multi-commodity exposure and negative EV. Their 12% holding in TSX: SOLG is particularly interesting. 


    http://www.dgrglobal.com.au/overview
    XAO Value at posting: 5,935.8
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    lightbulb Created with Sketch.  Great analysis
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