Frank
Top 20
AVZ vs DRC @ ICSID - Final Countdown
Countdown to the ICSID tribunal of AVZ vs DRC (Congolese).
avz-icsid-final-countdown.netlify.app
AVZ Discussion 2022
- Thread starter GazDix
- Start date
Rechnerhand
Regular
There is no 'current share price' ...
cruiser51
Top 20
You don't have to apologise.Ah apologies cruiser but where did I post that i didn’t know what I was posting?
I think you may have missed that my post blaming the nut was a joke!
And yes I posted a meme of trump and Putin dressed as gimps. Which obviously was offensive to a few. Sorry all those offended by it.
Zeebot removed said offensive meme and I take full ownership of it as well.
One thing I’ll never do however is personally attack other posters as I have a lot of respect for a lot of the posters here like you, spike and especially the Winenut!
Thanks
You can post whatever you feel is appropriate.
Who am I, to tell you what to do?
However, I have used the ignore button and you are in the same bucket as Yaseen etc.
There are people here, I do appreciate.
That's life.
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.
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.
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In other words, they've done whatever they could to produce the lowest number possible while trying to present a veneer of authenticity.
bloke383
Regular
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
Regular
Have a funny feeling a deals been done and we’re just waiting on pieces above to fall in place.
Mr_Tones83
Regular
https://x.com/globeeyenews/status/1909277911875526872?s=46&t=2s8tQi9U15Cu6kspC7PqnA
Come on America, you NEED Manono!!
Come on America, you NEED Manono!!
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
Regular
Probably done by Rio
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LOCKY82
Regular
Strange carry on indeed, something is worth whatever someone is willing to pay for it, isnt that what they say
LOCKY82
Regular
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
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