AVZ Discussion 2022

Pokok

Regular
Maybe when this is all over I'll do a public thankyou and list J19 in the list of people to be thanked and blow people's minds.

Until then, maybe I'll just be the bigger man and come back with a new profile and let the goose's give oh really the blame 🤭
Ok ,,, Im glad I'm not on the wagon I need a VODKA
 
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Flight996

Regular
I borrowed this from the other place.

It says pretty much the same thing as the bubble chart we are all familiar with, but includes location rather than grade, and in bar chart form. This format should get KoBold's attention.

1748241131670.png


Credit: Kenton

Cheers
F
 
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Mute22

Regular
Dropping in on TSE since the FUD trolls are losing their minds.

Oh No Fire GIF
 
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Skar

Regular
Sad to see this site being trashed.
One more month and we may all be done here.
I borrowed this from the other place.

It says pretty much the same thing as the bubble chart we are all familiar with, but in bar chart form. This format should get KoBold's attention.

View attachment 85356

Credit: Kenton

Cheers
F
Sonora and Thacker Pass are not hardrock.... also with the north split off to Zijin/Cominiere we are down to 669MT right? Still very impressive.
 
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Bonsoir

Regular
One more month and we may all be done here.

Sonora and Thacker Pass are not hardrock.... also with the north split off to Zijin/Cominiere we are down to 669MT right? Still very impressive.
Can’t wait
 
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Goat

Regular
Screenshot 2025-05-26 at 4.25.39 pm.png
 
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ptlas

Regular
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Misfits

Regular
Jens is going to shit the bed when he sees this!
Fuck Jens, he shouldn't be promoting low ball offers. He should just STFU like we have been asked to do. He is just a SH too.
 
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Randenj

Regular
I borrowed this from the other place.

It says pretty much the same thing as the bubble chart we are all familiar with, but includes location rather than grade, and in bar chart form. This format should get KoBold's attention.

View attachment 85356

Credit: Kenton

Cheers
F
Again, borrowed from the other place but for those intereseted, the original link to all the screen grabs and graphs was shared there: https://ihqdurbg.manus.space/
 
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Yaseen

Regular
get on a political chat and leave AVZ the fuck out of it
yep, so direct it at the person (Samus) who brought it up if youre genuine ;)
 

LOCKY82

Regular
Fuck Jens, he shouldn't be promoting low ball offers. He should just STFU like we have been asked to do. He is just a SH too.


No tell us what you really think mate!! 😅
 
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rocknrolla

Regular
23rd June
What’s this align with in the trade deal?
 
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Yaseen

Regular
It's one thing for a person to be a complete fucking tool

But geez it takes someone pretty special to announce it for the whole fucking world to see on a public forum

Just a general comment

Not specific to anyone

DYOR
demands on topic to the person who was merely defending himself against a trolling off-topic post, says nothing to the initial off-topic troll, then posts this and lamely attempts to hide it under a "general comment" 😆. You should of PM'd it to yourself rather than clog this thread


irony-the-irony.gif
 
Re: Valuation of mannono using Rio Tito's recent investment in Salar de Maricunga

On 20th of May 2025 Rio Tinto announced it was in partnership with Chile’s state-owned copper producer Codelco to develop the Salar de Maricunga lithium project. Investing $900M to aquire a 49.99% stake in the project.

Salar de Maricunga: Approx. 1.9Mt LCE
Amount Rio Owns:
1,900,000t x 49.99% = 949,810t
Price/tonne LCE
900 milion÷ 949,810t = $947/tonne

Roche Dure: 12.9Mt LCE
Full price for Roche Dure:
$947 x 12,900,000t = $12,216,300,000
AVZ 75% intrest:
$12,216,300,000 x 75% = $9,162,225,000
= $9.1B USD or $4.02AUD/share

Please note:
• All numbers in USD unless stated otherwise
• Salar de Maricunga uses brine method of extraction ( Hard Rock > Brine)
• Roche Dure was measured at approx. 317Mt tonnes of spodumene ore at 1.63% converting to about 12.9Mt LCE
• RIO expects first lithium production by the end of 2030
• VALUE OF TIN NOT INCLUDED!!!!!

Personal coments:
Just comparing the numbers. I don't want to get anyones hopes up and I could be completely wrong so take these numbers with a teaspoon of salt. All my own opinion.
Sources: https://www.australianresourcesandi...ming-the-worlds-second-largest-lithium-miner/
 
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