AVZ Discussion 2022

Mute22

Regular
Getting local coverage:

"
 
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Frank

Top 20
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.
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Goat

Regular
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.
 
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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).
 
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hedrox

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Screenshot 2025-03-22 at 11.42.54.png
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 ♥️♥️♥️
 
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Mute22

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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.
 
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hedrox

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It's us now...the shareholders of AVZ....who decide what offer we take.... 12 US $
 
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Mute22

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Screenshot_20230819-055035.png
 
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hedrox

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Screenshot 2025-03-22 at 12.14.45.png

Plus some lithium and tin...
 
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Doc

Master of Quan
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.
 
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Remark

Top 20
Great news that Kobold are sniffing around, all of the ducks seem to be lining up.

We've been fed so much bullshit over the course of this shit show that it's hard to not be cynical.

Good luck everyone. Hopefully we're not going to be pineappled again, if we are it should at least be a golden pineapple or two...

Golden pineapples.jpg
 
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Shire

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

Top 20
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.
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10-billion-dollars.jpg
 
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Bin59

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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 😃😃😃
 
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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
 
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hedrox

Regular
So...let's have a look what the backers of Kobold Metals got in there back pockets...
Screenshot 2025-03-22 at 14.30.10.png
Bill Gates...

Screenshot 2025-03-22 at 14.29.41.png
And Michael Bloomberg....
Screenshot 2025-03-22 at 14.31.23.png

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
 
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Dave Evans

Regular

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

Maybe an opportunity to get Bloomberg to look more closely at the AVZ Minerals Story and Cominiere’s Corruption 👇



I posted AVZ’s story to Bloomberg. Will let you know if they respond via email 👇


IMG_8798.jpeg
 
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hedrox

Regular
Did somebody say Easter ?😃
 
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Azzler

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