AVZ Discussion 2022

[hedrox]

Apologies if it’s come across as crude on my end. I need to take a rest from here. I understand the situation AVZ has found itself but in now way the board should entertain 40c offers.

ISCID route or fuck off if that’s the case. People bang on about that route taking forever etc etc. they do realise we can negotiate an exit post ISCID??? Our hand will be much much stronger with good legal title settled, a compensation claim in the back pocket and we can enter negotiations from a position of power. Sure it will piss off DRC but fuck then after the way they’ve treated our company.

It can still go to the USA but we’d have ownership sorted so that whole “risk” as they bang on about for fair compo won’t be a factor. It will also open up compensation for the north.

It boggles my mind people on X are crying over the ISCID route. These same people that probably bought in a mill shares at 2c…. They don’t give a fuck about anyone else but themselves. It’s the people who bought in above 80c range on avg that will lose a lot. They need to be looked after at the bare minimum. 40c won’t cut it.

With a 40 cent buyout....I would be half a mill under water...as you say @PhatCatz ...Shareholders who bought in higher, deserve at least to get out even....not a cent less after all that debacle...ALL TIME HIGH at 1.36 $ is the lowest price for a $tarting point to negotiate....
everything else can eat dick...

 

[aon]

Exactly this.

That's why I reckon anyone quoting prices... any price (apart from the meme of $12) is a traitor because all you are doing is sentiment signaling; which is only helpful to a buyer testing for softness. Same as downward pressure in trading. Price testing basically. Weak hands. All that shit. Fuck, you guys should know all this better than me.

Point being, if you are ok will a shit outcome as in cents in a dollar, why do you have to call it from the roof tops or spooge it all over the social apps? The truthful answer is you don't. You just have to shut up and wait and see how low it turns out. Right?

So then, what's the real reason you are shopping out lowball prices?

Okay done, point accepted, 12 bucks USD it is, I can live with that. Great to have some concrete rules we can all agree on.

 

[hedrox]

Surely shareholders aren't going to forget that the UAE are more than likely looking to come to the table as well??

A first offer/bid is always a great way to get the party started.

It only takes one to start a bidding war.

And as always. With negotiation. Never accept the first offer. I have faith that Nigel would do us justice

I talked earlier about a few takeover scenarios in my past trading history. Every takeover I experienced started with one bidder and ended up with at least 2 bidders and in some takeover stories even several bidders. and funnily in every bidding war the Chinese made the last and biggest offer. The silence of any Chinese bidder for Manano till now...doesnt mean they aren't lurking. I wouldn't be surprised to see more parties coming to the table....I don't think Kobold are the only bidders.
We don't know if Nigel is communicating with other players...but we know the MOU is not binding...
anything can happen from now....watch out for the Leftfield.
And Kobold knows that as well...they have to offer the right coin to nail it down..
Good luck everybody

 

[Winenut]

For the record $12….$12….$12!!! is not a meme

It is (and always has been) from it’s inception a genuine “anchoring strategy” within the realm of social media in the potential negotiation of a sale price/value of AVZ shares and any possible influence that might have on actual players and events in the real market.

Yes used from time to time with a level of humour but always the intent was deadly fucking serious

Get it in your heads everyone……everyone…..

$12….$12….$12!!!

$12!!!!!!!!

umm….$US

 

[Goat]

Honestly !

https://x.com/fastandfiry/status/1921550255751049714

View attachment 84332 View attachment 84331

She can't even spell her flamin name correctly.
F I E R Y - not firy ya smelly vaj.

 

[ptlas]

For the record $12….$12….$12!!! is not a meme

It is (and always has been) from it’s inception a genuine “anchoring strategy” within the realm of social media in the potential negotiation of a sale price/value of AVZ shares and any possible influence that might have on actual players and events in the real market.

Yes used from time to time with a level of humour but always the intent was deadly fucking serious

Get it in your heads everyone……everyone…..

$12….$12….$12!!!

$12!!!!!!!!

umm….$US

For the record $12….$12….$12!!! is not a meme

It is (and always has been) from it’s inception a genuine “anchoring strategy” within the realm of social media in the potential negotiation of a sale price/value of AVZ shares and any possible influence that might have on actual players and events in the real market.

Yes used from time to time with a level of humour but always the intent was deadly fucking serious

Get it in your heads everyone……everyone…..

$12….$12….$12!!!

$12!!!!!!!!

umm….$US



Wino and I have both been seriously promoting this price for years.

A few days ago, I gave figures to justify it.

Those figures were conservative for many reasons.

PS mate, do you need to change your handle, or are you leaving all options open?

 

[Frank]

Fyi, Did you see this BS on X

View attachment 84324

https://x.com/zed_kelly_/status/1921744612353335327

View attachment 84325

View attachment 84327

View attachment 84326

Fyi, Did you see this BS on X

Looks like you did

 

[Spikerama]

For the record $12….$12….$12!!! is not a meme

It is (and always has been) from it’s inception a genuine “anchoring strategy” within the realm of social media in the potential negotiation of a sale price/value of AVZ shares and any possible influence that might have on actual players and events in the real market.

Yes used from time to time with a level of humour but always the intent was deadly fucking serious

Get it in your heads everyone……everyone…..

$12….$12….$12!!!

$12!!!!!!!!

umm….$US

I guess what I meant was that is has become a meme. Even though, from what I remember there were actually some serious calculations that ended up at $12.00 per share if you rounded down.

Can't remember if it was your calcs or someone else's Wino. Why don't you remind us again.

$12….$12….$12!!!















USD

 

[Winenut]

For the record $12….$12….$12!!! is not a meme

It is (and always has been) from it’s inception a genuine “anchoring strategy” within the realm of social media in the potential negotiation of a sale price/value of AVZ shares and any possible influence that might have on actual players and events in the real market.

Yes used from time to time with a level of humour but always the intent was deadly fucking serious

Get it in your heads everyone……everyone…..

$12….$12….$12!!!

$12!!!!!!!!

umm….$US



Wino and I have both been seriously promoting this price for years.

A few days ago, I gave figures to justify it.

Those figures were conservative for many reasons.

PS mate, do you need to change your handle, or are you leaving all options open?

Not sure on the handle question

Winenut

I like wine

Could have been Steaknut I like steak

Could have been Garfishnut I like Garfish

Could have been Cashewnutnut I like Cashew Nuts

Why would I need to change?

Or have i completely misunderstood your post

 

[Small Trader]

As a long-standing holder, I share the optimism and would of course be happy to be able to draw a line under this soon.
However, I am sceptical about the arguments that are now often cited that other bidders could sweeten our exit or significantly increase earnings per share.

There is no explicit rule in the deal that only allows American bidders. However, the information shows that the US has a strong interest in bringing an American company like Kobold on board. This is due to the geopolitical strategy of limiting China's influence in the DRC's extractive sector. The US government actively promotes such investments, for example through the International Development Finance Corporation (IDFC), which secures US projects in the DRC. This suggests that Kobold has been selected as the preferred bidder - not because others are excluded, but because it is a strategic fit.
Kobold Metals is definitely part of the deal. The framework agreement with AVZ is a central part of the implementation of this agreement between the US and the DRC. Kobold's CEO, Benjamin Katabuka, has emphasised that the investment in Manono is being made with the support of the US government, which underlines the link between Kobold and the US strategic agenda.

Of course, the VEA, China or sonswer could also bid, but then we would be back where we have been for the last few years: we need ICSID arbitration to be able to dispose of our property for a deal of a different kind. Because this is currently disputed from the DRC's point of view.

So there is either a deal with Kobold (however high/low the price of compensation will be) or the ICSID proceedings will continue.
Only once this has been finalised could a deal with another bidder become a reality.

Right?

 

[Winenut]

She can't even spell her flamin name correctly.
F I E R Y - not firy ya smelly vaj.

that really isn’t the best post I’ve seen on this forum just quietly…..

and I’ve probably posted some of the pretty ordinary ones myself…

 

[Spikerama]

that really isn’t the best post I’ve seen on this forum just quietly…..

I think he means Maj.

 

[Winenut]

I think he means Maj.

ahhh…..

not so much

IMO

 

[Papst]

Honestly !

https://x.com/fastandfiry/status/1921550255751049714

View attachment 84332 View attachment 84331

This Maja and the other downrampers of a sell price actually remind me of this carrot dick guy and his gang... I mean, manipulation of opinions is not a Chinese invention, after all. Who knows in which boat they are actually sitting...

 

[lellep]

This Maja and the other downrampers of a sell price actually remind me of this carrot dick guy and his gang... I mean, manipulation of opinions is not a Chinese invention, after all. Who knows in which boat they are actually sitting...

Another Emerged poster, welcome to TSE!

 

[Papst]

Another Emerged poster, welcome to TSE!

I haven't logged in since years because of BS like yours. Whatever, put me on ignore.

 

[lellep]

I haven't logged in since years because of BS like yours. Whatever, put me on ignore.

If your intent is good, welcome back!
Perhaps you can understand my suspicioun from my point of view?
Lots of new emerged posters spreading misinformation and trying to create discord!

 

[JNRB]

It's the drc government who are doing the agreeing, not avz.
Cath aren't going to be paying anyone anything if the drc government tell them Manono south is only for the USA.
And it looks like the drc government have just said that Manono south is only for the USA.

And how does that reconcile with the US claiming they can only get involved if all the bullshit and shenanigans stops? By starting from a foundation of bullshit shenanigans? That's why the ONLY way this works is for AVZ to AGREE. That's what's in Nigel's statement, and that's what's got to happen.

Trump is already breaking global alliances and global economies. What do you think is going to happen to trust in the US and the entire global trade system it underpins if news comes out that they did a dodgy deal with a corrupt government to steal a project from an ALLY. It would shatter what last little bit of trust remained that the US was a country people could trust to do business with.

Not a chance. Not even with Trump.

This thing doesn't happen without AVZ being on board and that doesnt happen without a deal that's substantially better than our prospects with CATH.

There is a win-win-win situation on the table here if the US and DRC aren't too arrogant to take it.

 

[TheGermanOne]

Update at icsid page:

Case Details | ICSID

t.co

 

[Rechnerhand]

Update at icsid page:

Case Details | ICSID

t.co