Interesting post. Since Ontex is the only company with a 43-101 resource estimate, of 855,000 ounces lets take a look at their valuation.
103,000,000 shares outstanding * $0.375 closing price today = $38,625,000 market cap.
$38,625,000 / 855,000 = $45.17 / ounce or 4.5% the POG.
And this isn't even factoring in ANY of the drilling done in 2009.