ORV.TO I caught that too, and previously bought and sold probably same time as you. But as you said, when scouring for under covered value Orvana showed up and I spent some deeper time. The reason the AISC went up was two fold, One, they sold less than they produced in Q2 by 3000 oz simply because they didnt get all the con to the smelter in time for the paycheck. We will see the extra in Q3. Not a big deal but it weighed in. The bigger item was the decrease in production from the previous quarter due to the poor shape at the mine underground resulting in the poor AISC. This left the same fixed costs supporting less ounces. These both caused an, in the dog house sell off for the shares, leaving Orvana to come up with a plan. I bet on the plan coming through and bought the shares when no one else wanted them. Also new current AISC with cost cutting and lower production is in near $1350 now, leaving room for Orvana to take care of business and sent it to previous or lower levels. Its a no brainer similar to Excellon where they only have to execute and wait, except this is not as compelling as Excellon.
