one steel and bhp, page-19

Hummms,
You could be right but as there is no commercial deal with OST as yet and APG will grant the South Africa licence to BHP, I would expect the finalised agreement for the BHP placement will include some details of the licence. Of course, the licence is a separate deal and may take 10 or so years to complete. Also wonder if the new BHP chief may have different priorities with mineral sands.
Another potential problem with APG is the secrecy of its deals as you mentioned, the thing I dislike most with this company. Everybody in the circle will know these things, the only people they are fooling are the shareholders.

Flevine,
As most of my holding was bought years ago average under 4c and have bought a few at 12c, 13c, 13.5c and 15c, I won't cry if the current market correction does not bring it back to 12c or below. This shark is used to starving but I have a feeling that it will be fat someday. Don't underestimate this year end's sell off as the new superannuation rules are causing quite a stir in the financial markets. If APG shoots off from here, I will just top up my AOE holding.

From the looks of things, it seems like the big traders (let's don't call them the incriminating 'manipulators') have soaked up enough cheap shares and are ready to push it up again. The ramping should intensify and this time should break 22c if we get a good BHP licence and the OST test leads to a contract. I am not banking on the gold but it may just be the icing on the cake.