In hindsight we all should have sold high and bought back low.
I was in Noosa and saw a lot of presentations. I have seen brilliant ones, bad ones, entertaining ones. I was really happy with AJQ's, also ANW's.
For DGR there are too many things to cover in 15 minutes. If I look at the trades there were definitely no buys generated on the Sunshine Coast. I asked myself why. Too complex, the chart looks not right, a LIC with high structural costs??? WE are in the right metals, we are diversified, we are undervalued, there is news flow from the kids. I don't know why.
I think we need corporate action. SOLG takeover or part sell should change everything, Will it happen, I don't know. Will the Ugandan listing or Auburn do it for DGR. Don't think so. It has to be Ecuador... saw another Ecuadorian presentation, Ecuador makes sense, a lot of sense.
I like the projects, can't fight the rest.
DGR Price at posting:
9.0¢ Sentiment: Buy Disclosure: Held
(20min delay)
