AVZ Discussion 2022
- Thread starter GazDix
- Start date
Dave Evans
Regular
I’m going to give everyone here my view on the US. I’m not going to get into any bullshit about how I feel about trump, this is an AVZ thread, not a thread about bullshit.
The fact is he’s leading in the electoral college votes and it looks like he’s going to win. Business in the US loves that and the US business climate affects the Australian business climate.
Australian stocks are up today, especially IT stocks and I would think US and Australian stocks will be up again tomorrow if he wins.
The other thing about this is it will be good for AVZ. trump wants more manufacturing and jobs in the US and even if he’s a non believer in climate change and a friend of the big texan fossil fuel companies, he will still want lithium batteries manufactured in the US.
This bodes well for companies like KoBold buying out all those with claims on Manono and those big names associated with Kobold have contacts with deep pockets.
Usually I just like commenting on AVZ but I think the macro economic picture here is relevant and good for AVZ shareholders.
The fact is he’s leading in the electoral college votes and it looks like he’s going to win. Business in the US loves that and the US business climate affects the Australian business climate.
Australian stocks are up today, especially IT stocks and I would think US and Australian stocks will be up again tomorrow if he wins.
The other thing about this is it will be good for AVZ. trump wants more manufacturing and jobs in the US and even if he’s a non believer in climate change and a friend of the big texan fossil fuel companies, he will still want lithium batteries manufactured in the US.
This bodes well for companies like KoBold buying out all those with claims on Manono and those big names associated with Kobold have contacts with deep pockets.
Usually I just like commenting on AVZ but I think the macro economic picture here is relevant and good for AVZ shareholders.
RHyNO
Regular
As usual @dave some good measured insight. Agree
From an AVZ shareholder point of view, I wonder if he will abandon the Democrats' policy of financial support for the Lobito corridor rail link.
You would think, given Trump's published views on international aid in general, and African aid in particular, that he may tear up the agreement.
Just thinking out aloud.
Cheers
F
Cumquat Cap
Regular
Agree Dave, it is certainly possible trump rips up Lobito corridor funding - but he won’t do this before he tries to screw the related African countries over a barrel - art of the deal etc
If for strategic reasons trump takes (his son Eric involved in African investing) a cursory interest in the DRC/Gertler affair - Felix will be fucked imo
Dems have been too soft/patient in my view (not a trump supporter by any stretch)
If for strategic reasons trump takes (his son Eric involved in African investing) a cursory interest in the DRC/Gertler affair - Felix will be fucked imo
Dems have been too soft/patient in my view (not a trump supporter by any stretch)
My thoughts are if there is a buck to be made he wont - if its in America's interest.
Regards,
SilentOne
Yes, indeed there is no interest like self-interest.
However, I understand that the US owns no major mines in the DRC. Most large-scale DRC copper and cobalt mining operations are joint ventures between Chinese companies and the DRC-owned Gécamines.
I am unsure if US mining interests in Zambia alone are sufficient to sway Mr Trump.
Cheers
F
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Mute22
Regular
Usual pumpers are awfully quiet on all channels..
Hodlandwin69
Regular
...
Dave Evans
Regular
Usual pumpers are awfully quiet on all channels..
Okay Mute, I’ll throw my hat into the ring. Obviously there will be announcement this week which will include our cash balance which we know has been substantially drained by litigation funding because that was the plan by the corrupt actors involved.
I imagine Zijin’s lawyers (Fasken) have done everything they could do to stall our arbitration. I also imagine we will see remuneration cuts from the BOD and possibly an announcement that the Locke funding has finally been approved.
Why has it taken so long is a question that’s been brought up a number of times and no one has answered it. Here’s a few possibilities I can think of. The BOD may have put it off in the hopes that the DRC might negotiate a fair deal, but knowing the corruption in the DRC, the DRC more than likely kept leading us on with meetings in Belgium and France before the minister of lies, whoops, I mean minister of mines decided to come out with a lie and say there were no meetings between AVZ and DRC representatives.
Another reason could be, perhaps powerful people behind the scenes were trying to delay ICC and ICSID orders being enforced because they had their own plans for negotiations.
I’m talking about Bill Gates and his billionaire mates who are behind Kobold. We know one of those men in the group that recently visited our site was a geologist who worked with AVZ on our DFS and knows the value of our project.
By the way, if people working behind the scenes for Jeff Bezos, Bill Gates and Kobold are looking at buying this project out and want AVZ to end arbitration, here’s my thoughts on what our project is worth
We have a defined lithium pegmatite deposit of 840 million tonnes (equal to 13.5 million tonnes of Li2O) multiplied by today’s price which is at a low) of US$800/tonne = $US10.8 billion.
Thats AU$15,654,000,000.00
= $15 billion 654 million Australian dollars
= > $4 per share
Li2O has been over US$8000/tonne
= Over $150 billion Australian dollars
= > $40 per share
Lithium futures prices recently were between US$1,000 - US$2,000/tonne
= Over $5 per share
Near term futures pricing is short to medium term and the life of mine pricing should be well above that
The only thing I would add is that if the members of Fat Tail had rolled our BOD last year, there’s a good chance they would have sold out for $0.01 cent a share. That was what they seemingly thought it was worth.
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Mute22
Regular
Hoping the delay on Locke and eerily quiet communication from the ‘inner circle’ is because of some genuine progress or deal behind the scenes.Okay Mute, I’ll throw my hat into the ring. Obviously there will be announcement this week which will include our cash balance which we know has been substantially drained by litigation funding because that was the plan by the corrupt actors involved including everyone associated with Zijin.
I imagine Zijin’s lawyers (Fasken) have done everything they could do to stall our arbitration. I also imagine we will see remuneration cuts from the BOD and possibly an announcement that the Locke funding has finally been approved.
Why has it taken so long is a question that’s been brought up a number of times and no one has answered it. Here’s a few possibilities I can think of. The BOD may have put it off in the hopes that the DRC might negotiate a fair deal, but knowing the corruption in the DRC, the DRC more than likely kept leading us on with meetings in Belgium and France before the minister of lies, whoops, I mean minister of mines decided to come out with a lie and say there were no meetings between AVZ and DRC representatives.
Another reason could be, perhaps powerful people behind the scenes were trying to delay ICC and ICSID orders being enforced because they had their own plans for negotiations.
I’m talking about Bill Gates and his billionaire mates who are behind Kobold. We know one of those men in the group that recently visited our site was a geologist who worked with AVZ on our DFS and knows the value of our project.
By the way, if people working behind the scenes for Jeff Bezoss, Bill Gates and Kobold are looking at buying this project out and want AVZ to end arbitration, here’s my thoughts on what our project is worth
We have a defined lithium pegmatite deposit of 840 million tonnes (equal to 13.5 million tonnes of Li2O) multiplied by today’s price which is at a low) of US$800/tonne = $US10.8 billion.
Thats AU$15,654,000,000.00
= $15 billion 654 million Australian dollars
= > $4 per share
Li2O has been over US$8000/tonne
= Over $150 billion Australian dollars
= > $40 per share
Lithium futures prices recently were between US$1,000 - US$2,000/tonne
= Over $5 per share
Near term futures pricing is short to medium term and the life of mine pricing should be well above that
The only thing I would add is that if the members of Fat Tail BOD had rolled our BOD last year, there’s a good chance they would have sold out for $0.01 cent a share. That was what they seemingly thought it was worth.
Not sure what else would cause anyone here to ‘Jump for joy’, certainly not years more litigation
Remark
Top 20
Okay Mute, I’ll throw my hat into the ring. Obviously there will be announcement this week which will include our cash balance which we know has been substantially drained by litigation funding because that was the plan by the corrupt actors involved.
I imagine Zijin’s lawyers (Fasken) have done everything they could do to stall our arbitration. I also imagine we will see remuneration cuts from the BOD and possibly an announcement that the Locke funding has finally been approved.
Why has it taken so long is a question that’s been brought up a number of times and no one has answered it. Here’s a few possibilities I can think of. The BOD may have put it off in the hopes that the DRC might negotiate a fair deal, but knowing the corruption in the DRC, the DRC more than likely kept leading us on with meetings in Belgium and France before the minister of lies, whoops, I mean minister of mines decided to come out with a lie and say there were no meetings between AVZ and DRC representatives.
Another reason could be, perhaps powerful people behind the scenes were trying to delay ICC and ICSID orders being enforced because they had their own plans for negotiations.
I’m talking about Bill Gates and his billionaire mates who are behind Kobold. We know one of those men in the group that recently visited our site was a geologist who worked with AVZ on our DFS and knows the value of our project.
By the way, if people working behind the scenes for Jeff Bezos, Bill Gates and Kobold are looking at buying this project out and want AVZ to end arbitration, here’s my thoughts on what our project is worth
We have a defined lithium pegmatite deposit of 840 million tonnes (equal to 13.5 million tonnes of Li2O) multiplied by today’s price which is at a low) of US$800/tonne = $US10.8 billion.
Thats AU$15,654,000,000.00
= $15 billion 654 million Australian dollars
= > $4 per share
Li2O has been over US$8000/tonne
= Over $150 billion Australian dollars
= > $40 per share
Lithium futures prices recently were between US$1,000 - US$2,000/tonne
= Over $5 per share
Near term futures pricing is short to medium term and the life of mine pricing should be well above that
The only thing I would add is that if the members of Fat Tail had rolled our BOD last year, there’s a good chance they would have sold out for $0.01 cent a share. That was what they seemingly thought it was worth.
Locke funding deal with litigation matters only..........not part working capitalOkay Mute, I’ll throw my hat into the ring. Obviously there will be announcement this week which will include our cash balance which we know has been substantially drained by litigation funding because that was the plan by the corrupt actors involved.
I imagine Zijin’s lawyers (Fasken) have done everything they could do to stall our arbitration. I also imagine we will see remuneration cuts from the BOD and possibly an announcement that the Locke funding has finally been approved.
Why has it taken so long is a question that’s been brought up a number of times and no one has answered it. Here’s a few possibilities I can think of. The BOD may have put it off in the hopes that the DRC might negotiate a fair deal, but knowing the corruption in the DRC, the DRC more than likely kept leading us on with meetings in Belgium and France before the minister of lies, whoops, I mean minister of mines decided to come out with a lie and say there were no meetings between AVZ and DRC representatives.
Another reason could be, perhaps powerful people behind the scenes were trying to delay ICC and ICSID orders being enforced because they had their own plans for negotiations.
I’m talking about Bill Gates and his billionaire mates who are behind Kobold. We know one of those men in the group that recently visited our site was a geologist who worked with AVZ on our DFS and knows the value of our project.
By the way, if people working behind the scenes for Jeff Bezos, Bill Gates and Kobold are looking at buying this project out and want AVZ to end arbitration, here’s my thoughts on what our project is worth
We have a defined lithium pegmatite deposit of 840 million tonnes (equal to 13.5 million tonnes of Li2O) multiplied by today’s price which is at a low) of US$800/tonne = $US10.8 billion.
Thats AU$15,654,000,000.00
= $15 billion 654 million Australian dollars
= > $4 per share
Li2O has been over US$8000/tonne
= Over $150 billion Australian dollars
= > $40 per share
Lithium futures prices recently were between US$1,000 - US$2,000/tonne
= Over $5 per share
Near term futures pricing is short to medium term and the life of mine pricing should be well above that
The only thing I would add is that if the members of Fat Tail had rolled our BOD last year, there’s a good chance they would have sold out for $0.01 cent a share. That was what they seemingly thought it was worth.
That may have been a stumbling block.
just a thought.
Hey Mr President, can you get the fark out of Mcdonalds and solve this Manono heist please ?
If you could get KOBOLD to take over AVZ in one day like you promised you would fix the Ukraine war, it would be much appreciated !
Yes, mass deportation is required , get us the fark out of DRC and....
Make the deal happen and MAVZGA.
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BRICK
Where’s Zeebot 😶🌫️
Lube up Felix
Question:
Who is besties with Donald Trump (Elon Musk)
Who builds electric cars (Elon Musk)
Who needs lithium (Elon Musk)
Who doesnt want China controlling the Lithium Market (Elon Musk/Donald Trump)
I suspect/guess that Elon is all over Manono (speculation)
SilentOne - Do Your Own Research
RHyNO
Regular
Where Does Tesla Get its Lithium?
As the energy transition continues to unfold, US electric vehicle (EV) pioneer Tesla (NASDAQ:TSLA) has been making moves to secure supply of the raw materials it needs to meet its production targets.Lithium in particular has been top of mind for CEO Elon Musk. Back in 2020, the battery metal had...
investingnews.com
As good as the idea is. Musk and trump getting involved with our management with so many grifters attached to our company is about as likely as a $40 per share takeover. Just bad math backed by poor speculation. Nigel is our only hope, his battles in the courts will determine this and not the geopolitical Tradewinds and lucid dreams of silent posters!Where Does Tesla Get its Lithium?
As the energy transition continues to unfold, US electric vehicle (EV) pioneer Tesla (NASDAQ:TSLA) has been making moves to secure supply of the raw materials it needs to meet its production targets.Lithium in particular has been top of mind for CEO Elon Musk. Back in 2020, the battery metal had...
Rhyno,
I am not saying that Elon or Trump would get involved in our Management. My point is blocking the Chinese from stealing Manono is in both our interest and theirs.
Regards,
SilentOne
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