This is a very obvious point and im sure everyone gets it, but...

This is a very obvious point and im sure everyone gets it, but the more SOLG goes up, the more DGR goes up, then the closer together the prices will track as it a greater percentage of DGRs percieved nta is SOLG nta associated-Nick has alluded to SOLG holding as quite liquid. ie I think he could sell it with one phone call.

The real spanner in the works is how do you price the rest of what makes up NTA of DGR. For example ANW looking great-does that get 80% of its intrinsic value, IRR??, AJQ ??etc.

This will change as stories change. I believe some value should begin to show for AJQ now. This country has energy issues which will probably need gas solutions. I wouldnt be surprised to see it. Some very smart posters over on STX thread (coal seam gas) have alluded to consolidation within the sector, and maybe this will be the case. Obviously AJQ not coal seam gas, but similar in the size potential if devolped. Good one to keep an eye on that STX. (disclaimer-i held STX for many years, it was my baby, i no longer own it but there are some long suffering posters i would like to see do well-your investment decisions are obviously your own!)

I dont believe SOLG will keep running away at a million miles an hour. Not for the next month anyway, but I also think that inspite of managements probable rorting of the average punter, there is still money to be made here.

The guy above who is probably disgruntled cause he sold after battling for years and watched this thing double/triple. I feel your pain dude, but I also made some money here.

Im going to mention some stocks in the next couple of days and see what the posters here think of them. Not cross promotion, as keeping with a theme. And i dont own em yet.