AVZ Discussion 2022

[JNRB]

Lots of factors missing in that valuation. It looks like some high school homework.

For starters, strategic factors mentions geopolitical an regulatory risk in the DRC (downside), but not the incentive for the USA to ensure strategic control over the resource (upside).

That includes locking in access to Lithium for use by their Industries, and also ensuring China can't further monopolise and manipulate Li price.

The possible value of the Tin and Tantalum aren't included in the simplistic valuation.

No mention of how operating margin is calculated or compared to other resources. We can shovel this stuff off the surface at Manono.

Also nothing about Saudis looking for investment into a longer term easily accessed energy based replacement for oil.

I don't think they've priced in the strategic value of the asset at all, and overstated the geopolitical risk given that the interested parties can exert a lot more influence than AVZ can. Especially given our impotent and disinterested Government.

In other words, they've done whatever they could to produce the lowest number possible while trying to present a veneer of authenticity.

 

[Shire]

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x.com

 

[Samus]

https://x.com/FranckFwamba/status/1909337799750283380

 

[bloke383]

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x.com

View attachment 81708

From the article above

Competition for Manono’s lithium is intensifying. Anglo-Australian mining giant Rio Tinto has reportedly expressed interest in the deposit, adding pressure on the Congolese government to resolve disputes and capitalize on Western interest. This rivalry between Kobold Metals and Rio Tinto could strengthen Kinshasa’s negotiating position but also accelerate decision-making in a sector where China remains dominant.

More of this competition please .

 

[rocknrolla]

Have a funny feeling a deals been done and we’re just waiting on pieces above to fall in place.

 

[Mr_Tones83]

We're still continuing down the road of ICSID just in case. Says to me a deal isn't done quite yet

 

[Doc]

https://x.com/globeeyenews/status/1909277911875526872?s=46&t=2s8tQi9U15Cu6kspC7PqnA

Come on America, you NEED Manono!!

 

[Doc]

We're still continuing down the road of ICSID just in case. Says to me a deal isn't done quite yet

AVZ would be batshit crazy to stop ICC/ICSID until money is in the bank. We’ve been burnt by promises too many times

 

[Mr_Tones83]

LOL What a total crock of shit.

Also no one is putting that much effort into creating a website for a lowball valuation unless they're being paid to do it.
So our new low-ball anchor price has moved from 0.60c (from the random journalist) to $1.35 from some random git who i speculate is being paid to try and set low expectation. Keep doubling it a few more times and we'll start getting somewhere.

Probably done by Rio

 

[LOCKY82]

LOL What a total crock of shit.

Also no one is putting that much effort into creating a website for a lowball valuation unless they're being paid to do it.
So our new low-ball anchor price has moved from 0.60c (from the random journalist) to $1.35 from some random git who i speculate is being paid to try and set low expectation. Keep doubling it a few more times and we'll start getting somewhere.

Strange carry on indeed, something is worth whatever someone is willing to pay for it, isnt that what they say

 

[Retrobyte]

From the other place ....

 

[PhatCatz]

Where’s Nigel in these discussions? Is there any intel? I have not found anything. I assume that’s the usual for these type of talks and potential deals but would be good to get a wink from Nigel at least.

 

[LOCKY82]

Holder Kenton across the road created a website:

AVZ Minerals Valuation

And why just factor in current lithium prices!? The plan would have been to go to mine and over the years lithium prices would go well beyond all time highs, thats what we all invested in, there's much more value to us to go to mine, and that's why we need to be heavily compensated if they want this thing, IMO

 

[Retrobyte]

Where’s Nigel in these discussions? Is there any intel? I have not found anything. I assume that’s the usual for these type of talks and potential deals but would be good to get a wink from Nigel at least.

I am leaning toward radio silence meaning shit is getting real.

 

[TheCount]

From the other place ....

View attachment 81714

 

[JasonM]

is April 10th still a thing? seemed to be a lot of winks a couple of weeks back about this date.

 

[LOCKY82]

View attachment 81715

Good man Jakob you've just bumped the price up

 

[Spikerama]

@Frank @JAG

Fifty four. Is that a knock at the door?

 

[Retrobyte]

 

[Winenut]

AVZ would be batshit crazy to stop ICC/ICSID until money is in the bank. We’ve been burnt by promises too many times

Absolutely 100%

I have it on good authority that the dropping of ICC/ICSID cases has been designated as the very "last" item to be executed in the series of events to complete the Manono transaction

And this specifically only occurs "after" proceed funds have been distributed to all AVZ shareholders and the booking of my holiday to Abruzzo, Umbria and Puglia is completed and flights and accommodation confirmed......