LimitedEdition63
Regular
I asked if my 560,000 odd shares had enough pulling power to get me a ticket and Jodi said Sorry Mark no seats left. My name isnt Mark !!! Obviously a cut and paste from other email requests. So sounds like a full house.
AVZ Discussion 2022
- Thread starter GazDix
- Start date
Spot on Roon.
Now that CAMI have been exposed using the President as the reason to give up CD northern section.
Question is .
Has he been informed and what will be done IF AVZ has his support.?
Ashlee
Regular
After attending the Perth Roadshow and listening to the Super Salesman NF followed by the news flow from AJN I sadly
have to agree Solo I think NF was preparing us for what was to come, I think they may have been out foxed by old mate KE. IMO
John25
Regular
Think Royal Shit Show ..NZ Style is on tonight but then again i thought today was fucking Thursday …Sorry Nut for copy right but thought gif was appropriateHonesty I can't remember if we're up to shitshow revision 4, 5 or 6?
@John25 might remember as the unofficial timekeeper.
Timekeeper 
the pressure
LOCKY82
Regular
Sure thing... Mark
Firstly with regards to Nigel's situation I will let him speak first before I jump to any conclusions . Regards CDL . No surprises these scum bags would attempt something like this. Is it an attempted blackmail by the CAMI prick ? For me I have really only focused on Roche Dure . The potential 1 Billion tonne high grade Beast . If we can secure that I will be happy and grateful . I will be long gone before CDL comes into play (if we retain it ) . Lets not let the CDL issue f--k up the success of Roche Dure / Sth CDL .If I remember correctly our south CDL section alone is 200 mil tonnes +. Not a bad add on to have up your sleeve . We need that ML extremely imminently .
As you call him M3 meeting with Felix needs to be proven beyond doubt.
Otherwise the President has no idea what is happening within CAMI ?
Hopefully this is raised at NZ roadshow
You could be right Solo . Sorry about CDL but looky what we have here , it's the f--king ML . Punters are so relieved they don't give a rats about CDL . Clever tactic if true . Do you reckon this Klaus scum bag jumped the gun ? This wasn't supposed to come out until the ML was issued ?
Agree with your sentiments about we have enough resource in RD + Southern section of Cd to commence a 40 plus year mine .
Get the ML awarded now and no further delays.
Most likely a T/O will occur on ML been awarded.
Frank
Top 20
The timing of the bad news is no coincidence, this isn't the first time either. It's almost amusing just how desperate they sound and look.
It's too predictable now, expected and increasingly anguished.
We have pissed off a lot of people by having the largest deposit in the world let alone DRC and none of the corrupt players in DRC have been able to profit from it as has been standard practise for years.
We will get more flak and its likely going to get more desperate too as we are seeing, which an optimist may say shows there is light at the end of the tunnel.
If it isn't official, then I'm ignoring it, or laughing at it.
Have a good day all
P.S
FUCK MUPANDE
*Your Post reminded me of an Old saying,
CeckRaiseFold
Regular
I'm trying an objective and detached view here...
GOVERNMENT view. DRC want to maximise revenue, early revenue. Having all the lithium in the bank of one mine even if that is a 10 or 15 MTPa capacity mine will push a lot of that revenue into the future.
Furthermore, DRC will want multiple operators developing their Li, it spreads their risk and ensures critical infrastructure and jobs will be created.
Value to Dathcom/AVZ. Whilst it is a comfortable feeling to sit on a big a pile of Li reserves as possible, whatever is produced after 20 years from now does hardly contribute to the NPV of the project and thus the SP or TO price.
IMO we will be valued on ability to do 20 years 10MPTa plus OH plant upside, SEZ upside, Transport reduction upside. This could well be achieved with RD and southern CDL section alone.
Frank
Top 20
@John25 might remember as the unofficial timekeeper.
Honesty I can't remember if we're up to Shitshow revision 4, 5 or 6 ?
John might remember as the unofficial timekeeper.
Just the thing for our beloved John to wear imo
Hi Chilla
Welcome to TSE..........I can already tell you are RIPPER poster !
IMO, I not only want Nigel to get his " house " together with AJN holdings and sever ties with that wanker Klaus and co but i also want him to get his " house " together and make sure AVZ / Dathcom retain the ENTIRE CDL tenement.............PERIOD !
Regardless of whether there might be MICA in the northern section , which i highly doubt considering no holes have been drilled there, that is a shit load of money via stealth.........billions worth!!
Now maybe there are other posters out there that can glean the results of the 4 holes that were drilled in the southern section of CDL, but i bet there wasnt any mention of mica in them, does any one believe that a cross over to the northern section would give you a different result ?
The only thing thats going to " placate " me and other shareholders whilst enduring this complete head fuck of suspension is the RD ML and all the goodies that follow that PLUS complete retention of CDL tenement
Definitely the heat needs to be put on Nigel with the next roadshow regards to his AJN holdings , conflict of interest and the status of the northern section of CDL.
Also ask him if the necessary work was actually done to CDL, to receive the 5 yr exploration renewal.
If AVZ has indeed done the required work , then if we have to relinquish it for whatever reason , then AVZ / Dathcom should be substantially compensated, or at least be given the rights to JV it out.
I can feel my blood pressure rising.......
imo
Last edited:
Sammy_da_Smile
Regular
Exactly mate, I've been going over past Ann's and all the lingo was that CDL rivalled RD in size and content. No mention of mica or such comparisons.Hi Chilla
Welcome to TSE..........I can already tell you are RIPPER poster !
IMO, I not only want Nigel to get his " house " together with AJN holdings and sever ties with that wanker Klaus and co but i also want him to get his " house " together and make sure AVZ / Dathcom retain the ENTIRE CDL tenement.............PERIOD !
Regardless of whether there might be MICA in the northern section , which i highly doubt considering no holes have been drilled there, that is a shit load of money via stealth.........billions worth!!
Now maybe there are other posters out there that can glean the results of the 4 holes that were drilled in the southern section of CDL, but i bet there wasnt any mention of mica in them, does any one believe that a cross over to the northern section would give you a different result ?
The only thing thats going to " placate " me and other shareholders whilst enduring this complete head fuck of suspension is the RD ML and complete retention of CDL.
Definitely the heat needs to be put on Nigel with the next roadshow regards to his AJN holdings , conflict of interest and the status of the northern section of CDL.
I can feel my blood pressure rising.......
imo
See what they say next week I guess
(unless someone is here from NZ RS can answer some of these concerns 
)
Chilla
Regular
Hay Beisha, Thanks for the warm welcome. I wholeheartedly agree with your points, they are the same as my position. Nige and the BoD cannot relinquish 50% of the companies main asset without shareholder approval imo as it would be a significant variation in the assets and value of the company. If the 50% being the bulk of the northern PR13359 tenement containing CDL is illegally taken from AVZ, then the BoD have a duty to shareholders to use all legal means and avenues necessary and available to them to recover those assets.Hi Chilla
Welcome to TSE..........I can already tell you are RIPPER poster !
IMO, I not only want Nigel to get his " house " together with AJN holdings and sever ties with that wanker Klaus and co but i also want him to get his " house " together and make sure AVZ / Dathcom retain the ENTIRE CDL tenement.............PERIOD !
Regardless of whether there might be MICA in the northern section , which i highly doubt considering no holes have been drilled there, that is a shit load of money via stealth.........billions worth!!
Now maybe there are other posters out there that can glean the results of the 4 holes that were drilled in the southern section of CDL, but i bet there wasnt any mention of mica in them, does any one believe that a cross over to the northern section would give you a different result ?
The only thing thats going to " placate " me and other shareholders whilst enduring this complete head fuck of suspension is the RD ML and complete retention of CDL.
Definitely the heat needs to be put on Nigel with the next roadshow regards to his AJN holdings , conflict of interest and the status of the northern section of CDL.
I can feel my blood pressure rising.......
imo
Frank
Top 20
*No wonder every Chinaman and his Chihuahua, Cock Head Klaus and his German Shepherd are fighting for a slice of Manono,
To remind,
Canada orders three Chinese firms to exit lithium mining
Canada ordered three Chinese companies on Wednesday to divest their investments in Canadian critical minerals, citing national security.
China in response accused Ottawa of using national security as a pretext and said the divestment order broke international commerce and market rules.
As countries compete to shore up reserves of materials needed for a transition to a cleaner economy, the news pushed down the Chinese companies’ shares on Thursday, although they said in stock exchange filings they did not expect a major impact on their performance.
The three ordered to divest their investments are Sinomine (Hong Kong) Rare Metals Resources Co Ltd, Chengze Lithium International Ltd, also based in Hong Kong, and Zangge Mining Investment (Chengdu) Co Ltd.
The Canadian government ordered the divestiture after “rigorous scrutiny” of foreign firms by Canada’s national security and intelligence community, Industry Minister Francois-Philippe Champagne said in a statement.
mining.com
Albermarle reports eye watering quarterly net sales of US$2.1bn.
That’s almost $US1m PER HOUR
Albermarle, the world’s top lithium producer, reported a 152pc increase in quarterly net sales totalling US$2.1bn driven by strong lithium pricing and demand for lithium-ion batteries.Adjusted EBITDA of US$1.2 billion also marked a 447pc increase on the year ago period, with lithium sales more than quadrupling to $1.5 billion due to the opening of new processing plants and several expansion projects underway in China, Chile, Australia and the United States.
Other highlights included net income of $897.2 million, or $7.61 per share, compared with a net loss of $392.8 million, or $3.36 per share, in the year-ago period.
“As one of the world’s largest producers of lithium, we are well positioned to enable the global energy transition,” Albermarle CEO Kent Masters says.
“With our acquisition of the Qinzhou lithium conversion plant in China and mechanical completion of our Kemerton II expansion in Australia, we are on track to more than double our lithium conversion capacity compared to last year.”
There’s $30 billion downstream to produce lithium batteries
The buzz phrase at the International Mining and Resources Showcase in Sydney this week is “critical minerals”, capturing both the need to develop battery supply chains in Australia and the genuine scarcity of these metals compared to demand in the coming decades.
One of the big questions for the resources sector and Australian Government is just how much work it can do to take its rich mineral endowment and convert it into a manufacturing powerhouse.
It is something Australia, which lost its car manufacturing industry several years ago, has rarely enjoyed.
Even its biggest export industry, iron ore, is founded on the relatively low capex and cost base associated with mining ore and shipping it at huge scale to be converted into steel in China.
But as the world’s largest producer of lithium for the emerging electric vehicle battery supply chain — WA’s hard rock spodumene mines supply around half of the world’s lithium carbonate equivalent production — experts say we are well placed to capture the added value normally left on the table downstream.
“In seven years’ time, we have to see a six-fold increase in the amount of hydroxide produced in order to meet what we think will be EV demand forecasts, that’s 25% compound annual growth,” CRU Group head of Australia and New Zealand Alex Tonks said.
“Not many commodities have grown like that. It is going to be difficult for the industry to keep up, but it is an enormous opportunity.
Food for thought
Frank
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