AVZ Discussion 2022

[Stockinvesting]

View attachment 79854

View attachment 79859

https://x.com/EmmaDay76/status/1903027224523284985

View attachment 79853

https://x.com/AfricanMiners/status/1903044971483312595

View attachment 79857


View attachment 79856


View attachment 79855


View attachment 79858

Would anyone have access to this Australian article please. I'd love to read it but can't download.

Cheers. Go AVZ.....

 

[Mute22]

Would anyone have access to this Australian article please. I'd love to read it but can't download.

Cheers. Go AVZ.....

Use this website: https://www.removepaywall.com/

 

[David Krappenschitz]

So good to have some exciting news items coming through. The mind boggles what conversations are taking place.

I did feel a bit deflated though when Jen’s mentioned he’d be happy with a $1ps takeover.
I really didn’t stick it through the last few years for that… if that’s the amount would rather see how the courts play it out.

While I got in early, I only had a small parcel. And I topped up alllll the way along as I was able to save money to buy more (I believed in this so saved hard for it).
I’m not a big holder compared to most here. But I’m kind of hoping for $3 which would give me a more comfortable financial life (the mortgage rates are a fun-killer at the moment!)

I think that $6.2B USD figure is far more appropriate. $1 sounds good if you own 10+ million shares but for fair value to shareholders and for what the project is worth a sale needs to be a lot more than that.

 

[Scoota30]

I think that $6.2B USD figure is far more appropriate. $1 sounds good if you own 10+ million shares but for fair value to shareholders and for what the project is worth a sale needs to be a lot more than that.

Yep, 6.2B USD is the floor price for fair compensation of the project. Whether or not we get some trauma compensation is yet to be seen....

 

[Mute22]

Getting local coverage:

"

 

[Frank]

Kobold is not here to fuk around.
They know CATH has their fingers in the pie already, and had $$ to back it.
Kobold isn't going to make a half-arsed attempt to take this over just to see how it goes. A few here have already suggested ICC claim amount as a minimum threshold and I think that's probably right. I would expect a bit more just to hammer home the certainty of it and preempt any attempts from CATH to step in.


But fk me, what a way to finish the week.
Fingers crossed we're entering the final chapter of this shit-show saga.
Stay strong folks and have a good weekend.

https://x.com/AfricanMiners/status/1903177052431454348

https://x.com/_smogdaddy/status/1903134882844512668

 

[Goat]

As I eluded to prior.
CATL will want to be a part of the future of the product spat out from the mine.
I suspect a bidding war is about to explode.
Felix is now rubbing his grubby fat hands together - not only will someone else cover his ICC/ICSID penalties, but he will also receive a nice percentages fat pay check if AVZ hand over the reigns to the new owner. He’ll probably say “hey guys, I knew all along my corrupt dealings would pay off”.

If Australia doesn’t come to the party it will be the dumbest financial decision the country has ever made. Manono will control pricing and supply to the rest of the world whilst the darlings of Oz mining will suffer and diminish.

IF the US does have an offer accepted it will be well north of $9B. Future value of Manono with Lithium & Tin is $70-100B once value is extracted.

$12 or GTFO.

 

[Hodlandwin69]

As I eluded to prior.
CATL will want to be a part of the future of the product spat out from the mine.
I suspect a bidding war is about to explode.
Felix is now rubbing his grubby fat hands together - not only will someone else cover his ICC/ICSID penalties, but he will also receive a nice percentages fat pay check if AVZ hand over the reigns to the new owner. He’ll probably say “hey guys, I knew all along my corrupt dealings would pay off”.

If Australia doesn’t come to the party it will be the dumbest financial decision the country has ever made. Manono will control pricing and supply to the rest of the world whilst the darlings of Oz mining will suffer and diminish.

IF the US does have an offer accepted it will be well north of $9B. Future value of Manono with Lithium & Tin is $70-100B once value is extracted.

$12 or GTFO.

The bidding war will be with US companies only. CATH/CATL won't have a say as the DRC want minerals for peace (firepower).

 

[hedrox]

Not for free ZIJIN.....pay up or go home....how I said earlier, LET THE BIDDING WAR BEGIN...watch all the players from the left field joining the bidding war....Front row box seat for AVZ...love it

 

[Mute22]

If the AFR ignores this story like they did with the recent ICSID win, it’s clear they’ve completely lost credibility.

At this point, their editorial team seems more concerned with nursing bruised egos after being called out by shareholders for biased and subpar reporting.

I mean just look at this coverage: https://www.afr.com/company/asx/avz - they are very selective on only presenting bad news stories, even post Tommy the turds exit.

 

[hedrox]

It's us now...the shareholders of AVZ....who decide what offer we take.... 12 US $

 

[Mute22]

 

[hedrox]

Plus some lithium and tin...

 

[Doc]

View attachment 79900 Not for free ZIJIN.....pay up or go home....how I said earlier, LET THE BIDDING WAR BEGIN...watch all the players from the left field joining the bidding war....Front row box seat for AVZ...love it

If AVZ don’t get some sort of fair value for the North you’d think they would continue the ICC/ICSID proceedings just for the North ( if that’s possible ) regardless of what happens to the South. I’d take 8B for the South and 2B for the North. Zijin can more than afford it. They posted 4B profits last year.

 

[Shire]

Have messaged Jens about the value of the project already being firmly established. None of this $1 per share rubbish!!!!

 

[Frank]

Kobold is not here to fuk around.
They know CATH has their fingers in the pie already, and had $$ to back it.
Kobold isn't going to make a half-arsed attempt to take this over just to see how it goes. A few here have already suggested ICC claim amount as a minimum threshold and I think that's probably right. I would expect a bit more just to hammer home the certainty of it and preempt any attempts from CATH to step in.


But fk me, what a way to finish the week.
Fingers crossed we're entering the final chapter of this shit-show saga.
Stay strong folks and have a good weekend.

https://x.com/anonymous_seeu/status/1903059962370383943

https://x.com/Outcast_North/status/1903085650712117261

 

[Frank]

https://x.com/Matt_Kilpatrick/status/1903215601482686624

*Keep up the great work everyone, Keep the Pressure On and

 

[Bin59]

Gates-backed explorer makes play for Congo lithium deposit

KoBold Metals has told the government of the DRC it wants to develop one of the world’s biggest hard rock lithium deposits.

www.mining.com

An interesting footnote at the end of the article in mining.com:

Michael Bloomberg, the majority owner of Bloomberg News’ parent Bloomberg LP, is an investor in Gates’ Breakthrough Energy, which holds a stake in KoBold, according to the company’s website.

If AVZ don’t get some sort of fair value for the North you’d think they would continue the ICC/ICSID proceedings just for the North ( if that’s possible ) regardless of what happens to the South. I’d take 8B for the South and 2B for the North. Zijin can more than afford it. They posted 4B profits last year.

2B minimum for the north plus a resource llifetime of Royalties

 

[Hodlandwin69]

Gates-backed explorer makes play for Congo lithium deposit

KoBold Metals has told the government of the DRC it wants to develop one of the world’s biggest hard rock lithium deposits.

www.mining.com

An interesting footnote at the end of the article in mining.com:

Michael Bloomberg, the majority owner of Bloomberg News’ parent Bloomberg LP, is an investor in Gates’ Breakthrough Energy, which holds a stake in KoBold, according to the company’s website.

2B minimum for the north plus a resource llifetime of Royalties

I imagine that footnote is for disclosure purposes

 

[hedrox]

So...let's have a look what the backers of Kobold Metals got in there back pockets...

Bill Gates...

And Michael Bloomberg....

This are only the 3 biggest backers from Kobold Metals....worth more than 400.000.000.000 { 400 Billion } US $
They got the dosh....We got the gear.....12 $ US