AVZ Discussion 2022

[Miljew91]

Don't forget, arcadium lithium was acquired for 6.7bn... this was for 200k tonnes /yr ...


From memory, avz was planning on doing 700k per year?

6.7bn/200k X 700k X 75% = 17.5bn.

That's rough back of envelope calculations.

This isn't even factoring quality and the north.

Avz = sc6
arcadium = LCE

Get it right dawg

 

[LX600]

Avz = sc6
arcadium = LCE

Get it right dawg

Based on research, no company is having the capacity to have 200k LCE per year. Not even albermale

 

[Mute22]

After thousands of hours of research, my visualised analysis on how AVZ ‘due diligence’ digests to Facebook 'Information'.

 

[lellep]

After thousands of hours of research, my visualised analysis on how AVZ ‘due diligence’ digests to Facebook 'Information'.

View attachment 84210

Pretty much sums it up

 

[Dave Evans]

Avz = sc6
arcadium = LCE

Get it right dawg

Arcadium Lithium’s mines in total produce 75,000 Tonnes of LCE annually.

I don’t know what AVZ’s yearly production would be but Roche Dure alone has 26Mt of LCE so if AVZ produced the same amount of LCE per year as Arcadium, it would give us a mine life of over 300 years. Of course that’s before KoBold’s so called amazing AI technology discovers there’s actually even more lithium than what AVZ has already measured, indicated and inferred

Just imagine how much CATH-CATL could produce annually, and they offered us an option to acquire 49% interest in a Lithium Carbonate (LCE) conversion plant built by CATH

Can any of you imagine what sort of return that would give us shareholders, so there’s no excuse KoBold can’t stump up a fair offer

 

[CashKing]

Almost 3000 pages since we all moved here for the better.

Let’s hope we all get along until the end & after I don’t know

We all end up in a better position after all this bullshit and still talk shit with each other.

Or go our separate ways and find the next full fuxked up drama share to get into

GLTAH

 

[Pokok]

Question if a shareholder does not register his or her shares with Atomic where do they stand , and I might post a Sunday funny , I was travelling on Friday , no excuse uppercut for me

 

[JAG]

Question if a shareholder does not register his or her shares with Atomic where do they stand , and I might post a Sunday funny , I was travelling on Friday , no excuse uppercut for me

 

[Pokok]

Ok this was a question for a mate I told him long ago to register so if his shares go POOF who the fuck gets them

 

[JAG]

Ok this was a question for a mate I told him long ago to register so if his shares go POOF who the fuck gets them

Sorry mate, I wasn’t taking the piss.

 

[Pokok]

Understand , I got skinny like an old RINO , I said just do it and you will not have an issue , some people never listen

 

[Frank]

I have said many times, TSE is the place for intel , respectful posting and swift extraction of trolls

That has been consistent throught this long arduous 3 yr journey.

AVZ TSE is in a league of its own.

*Speaking of Trolls and all things that Stink - Hi Toilet you Turd

Working overtime as if your life depends on it i see

 

[Frank]

https://x.com/KiengeKki/status/1921106890043347149

https://x.com/liarliar__1/status/1921155951370940428

 

[pow4ade]

Just imagine how much CATH-CATL could produce annually, and they offered us an option to acquire 49% interest in a Lithium Carbonate (LCE) conversion plant built by CATH

Can any of you imagine what sort of return that would give us shareholders, so as far as I’m concerned KoBold can stump up a fair price or fuck off

From the day Trump championed our cause it was clear the mineral/security deal was contingent on no Comminere or Chinese involvement in Manono(RD).

FT wont grant CATH a ML and risk jeopardising the minerals/security deal. Hence Kobold's cockiness and wrapping their ann with talk of peace and security. The subtext being: only the US via Kobold can provide Felix the deal he craves.

Therefore the only counter-bids Nigel can realistically entertain are from non-Chinese companies, preferably US ones.

 

[Huntian]

X post and Youtube video regarding Kobold Metals recent BBC World Service discussion about Manono have now been removed

 

[DiscoDanNZ]

Almost 3000 pages since we all moved here for the better.

Let’s hope we all get along until the end & after I don’t know

We all end up in a better position after all this bullshit and still talk shit with each other.

Or go our separate ways and find the next full fuxked up drama share to get into

GLTAH

All comes down to what we get paid out I guess, would be nice if we finally got that $2 party. Send AVZ off with a bang and leave Nigel with the tab?

 

[Jacob Kiraz]

All comes down to what we get paid out I guess, would be nice if we finally got that $2 party. Send AVZ off with a bang and leave Nigel with the tab?

Do you really think we'll get a $2 party

 

[Helios]

Avz = sc6
arcadium = LCE

Get it right dawg

Based on research, no company is having the capacity to have 200k LCE per year. Not even albermale

Arcadium Lithium’s mines in total produce 75,000 Tonnes of LCE annually.

I don’t know what AVZ’s yearly production would be but Roche Dure alone has 26Mt of LCE so if AVZ produced the same amount of LCE per year as Arcadium, it would give us a mine life of over 300 years. Of course that’s before KoBold’s so called amazing AI technology discovers there’s actually even more lithium than what AVZ has already measured, indicated and inferred

Just imagine how much CATH-CATL could produce annually, and they offered us an option to acquire 49% interest in a Lithium Carbonate (LCE) conversion plant built by CATH

Can any of you imagine what sort of return that would give us shareholders, so as far as I’m concerned KoBold can stump up a fair price or fuck off

Comparing Arcadium is not a true comparison as brine is included. Its better to keep simple and compare hardrock and hardrock processing only. Opex is usually lower with Brine after capex, however the deposit that AVZ owns is brilliant, and Capex will be on lower side if conventional DMS is used and Opex is low due to jurisdiction.

Production should be considered in in terms of how much can be extracted and then processed. Considering the quality of the deposit and easy way to think of it is to divide by 6 or 7.

As an example
extracted and processed via DMS = 1.2mt extracted and processed per year.
SC6 produced from 1mt (1,200,000 / 6) = 240,000 Sc6

Approximately 7x Sc6 for 1tonne of Carbonate (240,000 / 7 ) = ~35,000 LCE per year

Its been sometime since I have looked at the studies for AVZ so I am not sure if they were targeting 4.5mt p/y, or a sulphate, either way its worth far more than what Arcadium sold for which, if you followed the background noise, was way too low a valuation backed by a management group who folded and didn't put up a fight.... Well done AVZ

 

[oxxa23]

From the day Trump championed our cause it was clear the mineral/security deal was contingent on no Comminere or Chinese involvement in Manono(RD).

FT wont grant CATH a ML and risk jeopardising the minerals/security deal. Hence Kobold's cockiness and wrapping their ann with talk of peace and security. The subtext being: only the US via Kobold can provide Felix the deal he craves.

Therefore the only counter-bids Nigel can realistically entertain are from non-Chinese companies, preferably US ones.

My worst fears of late were that kobold had even approached avz, and got some kind of agreement, before the speculated usa discussions with drc...

We all know trump doesn't fear lining the pockets of his connections etc...

Back when avz was in a real shit fight, pre drc usa discussions, could they have approached avz and said "well, if trump gets in we can do this, this and this...." a deal would have sounded rather appealing back then compared to icsid and waiting and fighting for collection of awarded $...

All conspiracy theory which I'm not convinced of either for that matter.... but, we do know kobold was on the scene much earlier...

Of course... m23 seemed to initiate the drc running to usa, so that probably counters that argument...

But, I've often wondered if a deal was in fact done months ago...

If usa has the power to help us, they also have the power to completely ignore us and offer no assistance if we fold...or worse, make life harder for us even... off screen of course...

And this could all be me talking out my arse....

Either way, I'm convinced a deal is already done... there was no merit in usa mentioning manono before a deal was agreed to...

Happy mothers day to those wonderful women amongst us...

Or do we get in trouble for stipulating women on mothers day these days?

 

[Xerof]

X post and Youtube video regarding Kobold Metals recent BBC World Service discussion about Manono have now been removed

Not surprising, it was fairly amateurish.