AVZ Discussion 2022

cruiser51

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If the first Roadshow is 31/10 evening in Perth (that is 6 trading days included the 31/10) and there are no further ASX announcements coming week, what are they going to bloody talk about?

The current weather in Manono? If the local Macca's is up to scratch? The performing arts in the local Moulin Rouge?

In other words, if the Roadshow is still on, can we expect some meaningful ASX communication this week?

Or are they going to keep their cards close to their chest till the end of trading 31/5, it would really set the right atmosphere for an Informative evening.
I mean SH's should be given some time to digest the news, not 'here it is now fuck off'

I am not going to a road show to be informed, face to face, that the suspension is extended by another 2 weeks, I have better things to do.
 
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DiscoDanNZ

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If the first Roadshow is 31/10 evening in Perth (that is 6 trading days included the 31/10) and there are no further ASX announcements coming week, what are they going to bloody talk about?

The current weather in Manono? If the local Macca's is up to scratch? The performing arts in the local Moulin Rouge?

In other words, if the Roadshow is still on, can we expect some meaningful ASX communication this week?

Or are they going to keep their cards close to their chest till the end of trading 31/5, it would really set the right atmosphere for an Informative evening.
I mean SH's should be given some time to digest the news, not 'here it is now fuck off'

I am not going to a road show to be informed, face to face, that the suspension is extended by another 2 weeks, I have better things to do.

I imagine it goes exactly like this but replace "well" with imminent.

 
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If the first Roadshow is 31/10 evening in Perth (that is 6 trading days included the 31/10) and there are no further ASX announcements coming week, what are they going to bloody talk about?

The current weather in Manono? If the local Macca's is up to scratch? The performing arts in the local Moulin Rouge?

In other words, if the Roadshow is still on, can we expect some meaningful ASX communication this week?

Or are they going to keep their cards close to their chest till the end of trading 31/5, it would really set the right atmosphere for an Informative evening.
I mean SH's should be given some time to digest the news, not 'here it is now fuck off'

I am not going to a road show to be informed, face to face, that the suspension is extended by another 2 weeks, I have better things to do.
Especially when it is the first of 5 roadshows in the following 2 weeks. What will they talk about for the rest of the tour dates if there is no new information and we are still suspended?

They are basically running the old Big Day Out schedule so they better have something good to tell us that is worth the cost and the time taken away from the work they should be doing in the DRC if things aren't sorted.

There has to be a decent announcement that they plan on releasing to the market this week or on the 31st for them to be doing this. It is unfathomable that they would organise these events before the AGM without some substantial news.
 
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CHB

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If the first Roadshow is 31/10 evening in Perth (that is 6 trading days included the 31/10) and there are no further ASX announcements coming week, what are they going to bloody talk about?

The current weather in Manono? If the local Macca's is up to scratch? The performing arts in the local Moulin Rouge?

In other words, if the Roadshow is still on, can we expect some meaningful ASX communication this week?

Or are they going to keep their cards close to their chest till the end of trading 31/5, it would really set the right atmosphere for an Informative evening.
I mean SH's should be given some time to digest the news, not 'here it is now fuck off'

I am not going to a road show to be informed, face to face, that the suspension is extended by another 2 weeks, I have better things to do.

My bet is ML this week.

No chance in hell they'd go to roadshow with no confirmation we're going to mine it.

IMO
 
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DiscoDanNZ

Regular
My bet is ML this week.

No chance in hell they'd go to roadshow with no confirmation we're going to mine it.

IMO

I just don't see it happening though, you'd have to have absolute certainty that it's coming to put your balls on the line and organise the roadshow based around that. Apparently even a Ministerial Decree doesn't mean shit from these guys.

I'm sure we're going to have some positive news coming into or from it but the only thing you would have enough certainty of would have to be coming from the company itself.

So in saying that it can't be SEZ or anything with the DRC as the source so whats left? Revised BFS? Original timeline wise we should have been expecting FID around now shouldn't we? That's putting the cart before the horse has even been conceived on what's happening to our timeline now though...


OR dare I say it........... They are going to present a TO offer to the more important larger holders?
 
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wombat74

Top 20
I just don't see it happening though, you'd have to have absolute certainty that it's coming to put your balls on the line and organise the roadshow based around that. Apparently even a Ministerial Decree doesn't mean shit from these guys.

I'm sure we're going to have some positive news coming into or from it but the only thing you would have enough certainty of would have to be coming from the company itself.

So in saying that it can't be SEZ or anything with the DRC as the source so whats left? Revised BFS? Original timeline wise we should have been expecting FID around now shouldn't we? That's putting the cart before the horse has even been conceived on what's happening to our timeline now though...


OR dare I say it........... They are going to present a TO offer to the more important larger holders?
Give me that TO . Who's out of here for $1.50 ?
 
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DiscoDanNZ

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Give me that TO . Who's out of here for $1.50 ?

Yeah I'll take that, I was in this for the long haul but so far the longest stage of the haul has been suspension.

I'd be happy, ATO would be happy...
 
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Helios

Regular
Give me that TO . Who's out of here for $1.50 ?
Fuck that. Held since late 2017. Held through Klauss. Ill hold through this crap. $1.50, mcap 5bil ish, TO at 15bil and I'll be happy.
 
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Doc

Master of Quan
Come on AVZ, you’re late to your own party!!!

75712CAD-44AF-4F84-882C-886C0D3942D3.jpeg
 
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CHB

Regular
Give me that TO . Who's out of here for $1.50 ?
No thx. Might as well fight till the end, even if that's $0.

The upside is far too great to give it up for bugger all.
 
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CHB

Regular
I just don't see it happening though, you'd have to have absolute certainty that it's coming to put your balls on the line and organise the roadshow based around that. Apparently even a Ministerial Decree doesn't mean shit from these guys.

I'm sure we're going to have some positive news coming into or from it but the only thing you would have enough certainty of would have to be coming from the company itself.

So in saying that it can't be SEZ or anything with the DRC as the source so whats left? Revised BFS? Original timeline wise we should have been expecting FID around now shouldn't we? That's putting the cart before the horse has even been conceived on what's happening to our timeline now though...


OR dare I say it........... They are going to present a TO offer to the more important larger holders?

Agreed, they'd have to have certainty. It wouldn't surprise me if some date has been tee'd up which has led them to be confident to organise a roadshow.
 
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For everyone out there who keeps commenting on the Roadshow, I think you all need to have a good read of @Sammy_da_Smile’s post…. It gives the best description of what’s been happening that I’ve seen.

In addition to that, I doubt there’s much chance of getting the ML while the ownership issues remain unresolved in the courts. Surface rights (PR & PE) have to be determined before they can be paid and before a ML can be issued.

Only reason for Roadshows in my opinion is to explain the above, and also try and prevent shareholder revolt against the BOD and executives which would cause chaos and embarrassment for the company on a stage that will be viewed internationally.

See that @Winenut(s) no swearing!
 
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JasonM

Regular
For everyone out there who keeps commenting on the Roadshow, I think you all need to have a good read of @Sammy_da_Smile’s post…. It gives the best description of what’s been happening that I’ve seen.

In addition to that, I doubt there’s much chance of getting the ML while the ownership issues remain unresolved in the courts. Surface rights (PR & PE) have to be determined before they can be paid and before a ML can be issued.

Only reason for Roadshows in my opinion is to explain the above, and also try and prevent shareholder revolt against the BOD and executives which would cause chaos and embarrassment for the company on a stage that will be viewed internationally.

See that @Winenut(s) no swearing!
nope, ML this week.
 
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Aeolian

Member
For everyone out there who keeps commenting on the Roadshow, I think you all need to have a good read of @Sammy_da_Smile’s post…. It gives the best description of what’s been happening that I’ve seen.

In addition to that, I doubt there’s much chance of getting the ML while the ownership issues remain unresolved in the courts. Surface rights (PR & PE) have to be determined before they can be paid and before a ML can be issued.

Only reason for Roadshows in my opinion is to explain the above, and also try and prevent shareholder revolt against the BOD and executives which would cause chaos and embarrassment for the company on a stage that will be viewed internationally.

See that @Winenut(s) no swearing!
Which post of Sammy_da_Smile’s are you referring to?
 
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Azzler

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D

Deleted member 2428

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Yeah I'll take that, I was in this for the long haul but so far the longest stage of the haul has been suspension.

I'd be happy, ATO would be happy...
Ditto, I want out 🤞
 
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Flight996

Regular
I just don't see it happening though, you'd have to have absolute certainty that it's coming to put your balls on the line and organise the roadshow based around that. Apparently even a Ministerial Decree doesn't mean shit from these guys.

I'm sure we're going to have some positive news coming into or from it but the only thing you would have enough certainty of would have to be coming from the company itself.

So in saying that it can't be SEZ or anything with the DRC as the source so whats left? Revised BFS? Original timeline wise we should have been expecting FID around now shouldn't we? That's putting the cart before the horse has even been conceived on what's happening to our timeline now though...


OR dare I say it........... They are going to present a TO offer to the more important larger holders?
Hi DiscoDanNZ

Re: OR dare I say it........... They are going to present a TO offer to the more important larger holders?

I think the company cannot sit on that sort of price sensitive news, and release it at a roadshow for selected shareholders only. The company is obligated to release it at the earliest possible opportunity to all shareholders. To do otherwise is a breach of its continuous disclosure obligations.

Cheers
F
 
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Bray

Regular
Which would also mean they couldn’t release anything of substance really for the roadshows… so it’s either we’re getting good announcements this week or they’re going to try console you big dogs
 
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DiscoDanNZ

Regular
Hi DiscoDanNZ

Re: OR dare I say it........... They are going to present a TO offer to the more important larger holders?

I think the company cannot sit on that sort of price sensitive news, and release it at a roadshow for selected shareholders only. The company is obligated to release it at the earliest possible opportunity to all shareholders. To do otherwise is a breach of its continuous disclosure obligations.

Cheers
F

Good point, knock that of the list of potentials then. Unless they are finalising the details for a water tight offer which is arriving this week? Maybe just put that idea in the bottom drawer for now.

Which would also mean they couldn’t release anything of substance really for the roadshows… so it’s either we’re getting good announcements this week or they’re going to try console you big dogs

As my reply to Flight996 above, if it's not a take offer then that's just one less possible reason for the roadshow. Were fast running out of reasons for the roadshow then aren't we.

Maybe it's just a big group hug and canape eating contest to spend money on the big boys while the company still has open bank accounts at their disposal.

At the end of the day no one fucken knows shit and hasn't had a clue for 24 weeks now...
 
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