AVZ Discussion 2022

[Roon]

I'm very tempted to stick something worth while into IXR after all this, it's pretty cheap right now at 2 cents.
Maybe only after a licence is granted.
But with all AVZ's shit, I'm so very conflicted.

Still cant make up my mind If I would keep some in AVZ after (if) a licence is granted.
It could still be an incredible rise over the next 10 years.

I guess it's always risk apetite, and I feel like I'm more aware of the risks now.

Pending of course, that we do get a licence, at present I'm thinking of keeping 30% of my shares in for the long haul.

I'd be interested in hearing others plans if we are indeed going mining.

I'm lately thinking of planning something like selling half of my shares after the initial expected run of news flow e.g. - release of BFS (with the insane profit update expected), financing secured, FID reached, EPC contractor signed up - to secure enough profits that I'm still sitting pretty should shit fall apart again, and then let the other half ride and enjoy the journey

 

[Azzler]

I think most investors knew there was significant risk, but weren't quite expecting just how blatant the corruption was.
It's all been quite traumatic.

But you have to admit that if a licenece is issued, it means 2 big things.
1. Most of the risk has passed, and we got through it!
2. Our Management are pretty fucking incredible after all, getting us through all this under incredible corruption, attack and pressure.

And also, the story we were all drawn to in the first place is still a thing.
AVZ have the biggest deposit of the stuff that's modeled to be in massive over demand and under supply for many years to come, oh and quality, purity and concentration is supreme. And it's all at surface is the icing on the cake.
Plus we haven't even seen DFS 2.0. That alone might make people forget about the shit we've gone through.
You can always count on greed in the market place. Always.

Too early to make that decision now but it's worth pondering.

 

[aanti.dumb]

I'm lately thinking of planning something like selling half of my shares after the initial expected run of news flow e.g. - release of BFS (with the insane profit update expected), financing secured, FID reached, EPC contractor signed up - to secure enough profits that I'm still sitting pretty should shit fall apart again, and then let the other half ride and enjoy the journey

I was considering the same. But shorter's will be expecting everyone to dump shares on open and these bottom feeders will look to cover and gobble up everything. I want to see, hear and smell them $hit there collective trousers on open so might buy.

 

[wombat74]

I think most investors knew there was significant risk, but weren't quite expecting just how blatant the corruption was.
It's all been quite traumatic.

But you have to admit that if a licenece is issued, it means 2 big things.
1. Most of the risk has passed, and we got through it!
2. Our Management are pretty fucking incredible after all, getting us through all this under incredible corruption, attack and pressure.

And also, the story we were all drawn to in the first place is still a thing.
AVZ have the biggest deposit of the stuff that's modeled to be in massive over demand and under supply for many years to come, oh and quality, purity and concentration is supreme. And it's all at surface is the icing on the cake.
Plus we haven't even seen DFS 2.0. That alone might make people forget about the shit we've gone through.
You can always count on greed in the market place. Always.

Too early to make that decision now but it's worth pondering.

AVZ will be bought out . So no need to decide what you are going to do . IMO

 

[Winenut]

AVZ will be bought out . So no need to decide what you are going to do . IMO

tax planning...

 

[TheCount]

After VEC and AVZ, no more additional investment for me in Africa sadly. Happy to ride this out though and i'm positive for the next few months given the recent reshuffle.

When AVZ relists you wont HAVE to invest in Africa again...
TC.

 

[Samus]

Anyone considering investing in Africa again, I know a good therapist.

It's @MoneyBags1348

 

[Uglybob]

I think most investors knew there was significant risk, but weren't quite expecting just how blatant the corruption was.
It's all been quite traumatic.

I believe this is the thing that caught everyone out, even the worlds best BOD. Not the risk, but the blatant corruption.

 

[oxxa23]

If not bought out, I will hold a lot more shares (and comfort) if DRC does in fact take direct shares in AVZ... however, haven't really considered if that would pass FIRB....

 

[Mr Inappropriate]

I'm very tempted to stick something worth while into IXR after all this, it's pretty cheap right now at 2 cents.
Maybe only after a licence is granted.
But with all AVZ's shit, I'm so very conflicted.

Still cant make up my mind If I would keep some in AVZ after (if) a licence is granted.
It could still be an incredible rise over the next 10 years.

I guess it's always risk apetite, and I feel like I'm more aware of the risks now.

Pending of course, that we do get a licence, at present I'm thinking of keeping 30% of my shares in for the long haul.

I'd be interested in hearing others plans if we are indeed going mining.

I’m here for the divvies - that and the outrageous share price appreciation…

Assuming on the ongoing prospects are good i’d keep most or all.

 

[MoneyBags1348]

Anyone considering investing in Africa again, I know a good therapist.
View attachment 41789





















It's @MoneyBags1348

View attachment 41788

 

[TDITD]

Yes, fucking pneumonia is slightly unusual. It’s a fever which comes on after a series of strokes, leaving you with shortness of breath and severe lack of energy

Take two margaritas twice daily is a recovery path proven to be effective

Sounds very much like the symptoms of being an AVZ shareholder. By any chance can I interest you in an imminent announcement ?

strokes you say, well that reminds me of this ...

Fwiw all three were in agreement

 

[TDITD]

I'm very tempted to stick something worth while into IXR after all this, it's pretty cheap right now at 2 cents.
Maybe only after a licence is granted.
But with all AVZ's shit, I'm so very conflicted.

Still cant make up my mind If I would keep some in AVZ after (if) a licence is granted.
It could still be an incredible rise over the next 10 years.

I guess it's always risk apetite, and I feel like I'm more aware of the risks now.

Pending of course, that we do get a licence, at present I'm thinking of keeping 30% of my shares in for the long haul.

I'd be interested in hearing others plans if we are indeed going mining.

Originally planned to sell 30% then keep the rest for glorious dividends and of course SP growth.

However due to DRC related circumstances this is very likely to change. Still getting those divvies though, especially after all we have been through.

On that note, when I sell a portion of holdings it will not be for peanuts. After all that has been thrown our way, I'm happy (and fully expecting) to hold (for quite some) till I sell some.

 

[CashKing]

I agree on the AVZ outcome......

If it goes well I probably won't take another risk like it in Africa

If it goes badly I probably won't take another risk like it in Africa.....

Now you know why hoots is the way hoots is….
Don’t be like hoots once it ends..

GLTAH

 

[Winenut]

I believe this is the thing that caught everyone out, even the worlds best BOD. Not the risk, but the blatant corruption.

Wasn't corruption "the" risk?

And the thing that caught us out was the "extent" of it?

 

[j.l]

Wasn't corruption "the" risk?

And the thing that caught us out was the "extent" of it?

You think too clearly for a wino
First it's grammar, now it's logic.
What next, sense? Or sound investment strategies perhaps?

 

[Winenut]

You think too clearly for a wino
First it's grammar, now it's logic.
What next, sense? Or sound investment strategies perhaps?

I guess you could say there was a fleeting moment...

 

[CHB]

With the number of people planning to sell I hope that if we begin trading again with good news that there is also something that will help put a base on the SP that's over 78c.

A JV valued at over $1.20 a share would be nice

 

[cruiser51]

I guess you could say there was a fleeting moment...

View attachment 41803

I didn't know you were into claret, I thought it was shiraz.

 

[Winenut]

Now you know why hoots is the way hoots is….
Don’t be like hoots once it ends..

GLTAH

Well wasn't planning on living in a cyclone prone, stinger infested, crocodile fucked up, low lying, mosquito swamp so.... should be okay