AVZ Discussion 2022
- Thread starter GazDix
- Start date
oxxa23
Regular
hey guys, just looking for some direction.... where the hell did we see or get proof of resource capital (aka carrot dick) increasing their shareholding after the unsolicited offers? I assumed it was annual report for 2024, but, wasn't in there... was there another top 20 floating around or something? perhaps i recall seeing it go up and then getting taken down....
actually just need it to help out with someone valuing their shares in avz for smsf audit purposes... they want to value them right down for beneficial purposes...
actually just need it to help out with someone valuing their shares in avz for smsf audit purposes... they want to value them right down for beneficial purposes...
Dave Evans
Regular
Under Resource Capital Investments mate
Top 20 Shareholders — AVZ Minerals Limited
avzminerals.com.au
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oxxa23
Regular
cheers dave... even had a look at your thread... much appreciated.Under Resource Capital Investments mate
View attachment 79736
Top 20 Shareholders — AVZ Minerals Limited
oxxa23
Regular
i overlooked it on their website.... searched the annual rerport... missed the top 20... idiot...
cheers
I think this to me is at least an unknown that I have no real information on. I hope it’s as easy as a 20m “Break fee” to unravel the possible CATH partial ownership. It will have to happen before the ML is granted, but I feel the DRC will be pretty keen to not give a ML if we are to kick out CATH just to keep their Chinese masters happy but also probably in spite. Yea I know the media has reported that the USA want Chinese out completely but it’s hard for me to see how that will work. DRC will be best served to play the two superpowers off each other. Why I think China will be hard to remove from AVZ even with the supposed USA directions.
Xerof
Flaming 1967
I think we established that in the REVISED TIA, there is a new clause that states there is no BREAK FEE. So, in theory, either party can fold without penalty
@Carlos Danger - thoughts?
According to recent articles Trump doesn't want Cath in on it .
Winenut
GO AVZ!!!!
I thought it was close to 60M shares the dick picked up and Dave seems to confirm that
Complete cnts old Carrots and his goon mates and foreign backers.....all in my personal opinion of course
I believe he reckons I'm a top bloke.....
Azzler
Top 20
China's already got half of Manono, stolen all to themselves, so ya know, fuck em.
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Winenut
GO AVZ!!!!
I don't know why anyone would offer to take over AVZ if Dathcom "didn't have" the ML or at the very least have some reasonable assurance that it would be receiving the ML as part of the deal
Just IMO
Yeh that would generally be the case , but I don't think f--king over Trump would end well for the DRC .
I think AVZ sits in a very fortune position atm. If the US makes an offer for a take over, Cath, without any doubt, will outbid the Us...and the bidding war begins. May be some bid out of the left field emerges, the saudis are always hungry for investment or even the EU who doesn't want to rely on the US or China for Critical minerals...may be Elon Musk in the mix....
Who knows how this will play out...but what I am saying is, that AVZ will sit in the Box seat and we, the shareholders, will have the last saying which offer we will except. We, the shareholders shouldn't budge for any low ball offer after nearly 3 years of an emotional rollercoaster ride... Onwards and upwards.... Go AVZ.... 12 $ US
Who knows how this will play out...but what I am saying is, that AVZ will sit in the Box seat and we, the shareholders, will have the last saying which offer we will except. We, the shareholders shouldn't budge for any low ball offer after nearly 3 years of an emotional rollercoaster ride... Onwards and upwards.... Go AVZ.... 12 $ US
Sad thing is, Australia doesn't seem to appreciate what we have under our noses to fight for and defend avzI think AVZ sits in a very fortune position atm. If the US makes an offer for a take over, Cath, without any doubt, will outbid the Us...and the bidding war begins. May be some bid out of the left field emerges, the saudis are always hungry for investment or even the EU who doesn't want to rely on the US or China for Critical minerals...may be Elon Musk in the mix....
Who knows how this will play out...but what I am saying is, that AVZ will sit in the Box seat and we, the shareholders, will have the last saying which offer we will except. We, the shareholders shouldn't budge for any low ball offer after nearly 3 years of an emotional rollercoaster ride... Onwards and upwards.... Go AVZ.... 12 $ US
That's neither a given....With an Icc result incoming and without doubt AVZ will win all the cases, the north, or at least the part where the drilling took place, will be most probably part of the deal...or another compensation or may be an offer from Zijin...but no way this will go for nothing or peanuts to Zijin. Its ours...full stop
Azzler
Top 20
IMHO only, the DRC will compensate us for the North.
It wont be anything near its true value, but it's too messy and holding up the deal with trump to go for years to get back the north doesn't make sense if we can get out reasonably clean and wealthy anyway.
We didn't invest for justice, we invested for money.
I like the idea of a bidding war, but in practical terms I struggle to see how it could play out this way.
Presumably Felix becomes beholden to the US in order to be saved from M23 and part of the deal is that AVZ gets the ML and sells out to Trump's US company of choice.
I don't see how any bidding can take place, since AVZ only gets the ML on condition of sale to the nominated US party.
Hard to see Trump intervening only to have Manono go to a non-preferred (non US) entity.
It's not like we can turn the deal down either - we know the ICSID/ICC route will likely be successful but its ability to bear fruit is unclear, given the difficulty of enforcing a financial penalty on a broke, corrupt regime.
Sure we could fight the good fight, but to what end? If we turn the US deal down, we can probably kiss goodbye any support in enforcing an ICSID decision.
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