This was my Penny Dreadful post with the four picks add GRK to that list
"VIL at 0.5c is trading near its all time lows and is about to test Sidi Daher which has been independently valued at 4.5c-26.4c a share http://www.verus.com.au/aurora/assets/user_content/File/VIL%20Strachan%20Report%20Sept%202011.pdf
BPO is another with an interest in the upcoming very high impact BHP/OEL drilling offshore Philippines 0.4c is pretty much it's all time lows trading at shell value at the moment a much better proposition than KIK http://www.bioprospect.com/projects_frontiergasfields.html
RMR at 0.4c is also trading just above its all time lows and is priced shell value. It has a promising looking Rare Earth project in Greenland we are awaiting the maiden JORC. company has been independently valued at 5c http://www.ramresources.com.au/_content/documents/913.pdf
ARO a big re jig and new focus on mineral sands led by the former Iluka team ILU is the big success story in the Mineral Sands place so it certainly is a very impressive team to have on this micro cap spec http://www.aro.com.au/"
