My guess is that it will trade at a discount unless they sell...

My guess is that it will trade at a discount unless they sell their SOLG shares and announce a return of capital to shareholders in which case it should move closer to NTA. I think the main game here is SOLG so if that increases in value I expect DGR will move in lockstep from here on in and the discount wont get any bigger. IMO. It'd be nice if DGR would distribute the SOLG pro rata to DGR holders. This would be a simple way to realise the full value of that investment for shareholders overnight. They might not want to do this because it could make it easier for a major to get a position in SOLG. If SOLG nail another decent porphyry you should see a real jump here but it'll probably be a gradual process. Plenty are watching this story unfold.