Ann: Quarterly Activities Report, page-5

peony rose,

I m holding both AYC (bought on Friday actually) and ORS, the difference is this:

as to AYC,

I glanced all the quarterly during the week, my mate helps reading through the weekend as well, I couldn't find one single producer (either gold or other metals) at $15mil MC and no finance stress, if you find one, definitely yell me loud. the existing process plant itself probably worth what it is.

the amount of gold sold during the quarterly actually surprises me big time, and that doesn't include stockpile they are accumulating at the moment, that tells you how Twiggy made FMG success at the beginning.

you also can monitor how IPT goes as well, that's another company he had hands on recently.

for ORS,

the catch is only 25% of 170mil is saleable at the moment, but it's obviously very hard to complete a block trading where liquidity is an issue.

however, in its quarterly, it stated:

Work planned for the September 2015 quarter includes:
Review of the Company’s corporate strategy, investment opportunities, and funding requirements

and it only has 200k in the tin as at 30 June, and the management seems no in a hurry to raise anything yet. so obviously it is doing "investment opportunities" and "funding requirements"

the upside of ORS is there is very high chance Twiggy through AYC will offer an takeover price, probably at least reflect 40% of AYC's mc plus option value, that's some 7mil already. then whatif "investment opportunities" happen to be a tech, and bang!!!