AVZ Discussion 2022

[Pokok]

Trouble is that article seems to be a patchwork of half truths and bullshit with a few random figures mixed in (most likely wrong). It read like my toilet paper in the mornings.

yes mine also full of shit

 

[Mouthpiecenomnom]

.

Trouble is that article seems to be a patchwork of half truths and bullshit with a few random figures mixed in (most likely wrong). It read like my toilet paper in the mornings.

I think that many journalists don't understand that the 1.5 billion announced by kobold for development does not include any money for purchase of the asset. This is separate.

 

[Samus]

.

I think that many journalists don't understand that the 1.5 billion announced by kobold for development does not include any money for purchase of the asset. This is separate.

I think that figure was 1 billion anyway. The Australian 'journalist' is plucking numbers out of their arse. It's basically fake news, Ill researched, sensationalised, misleading and not factual.

 

[cruiser51]

Our countdown clocker is on holiday

My ticker says next week 31/7/2025, that is 1/8/2025 DRC time and probably needs an extra 14 days to allow for the Africa factor for the nest day.

 

[KentCStrait]

I think that figure was 1 billion anyway. The Australian 'journalist' is plucking numbers out of their arse. It's basically fake news, Ill researched, sensationalised, misleading and not factual.

USD$1 billion is equal to AUD$1.5 billion. I think that's where he plucked the figure from.

I think it's important to note The Australian "journalist" is mates with Tom Richardson. They both worked together at AFR. I think that says more than enough about his credibility.

 

[cruiser51]

Agreed, I also think they'll have to come pretty close to matching any offer or risk losing it. They've hopefully shot themselves in the foot at the same time as trying to stich this up.

Well they say with their AI they know pretty well how deep the resource goes.
With all their 'knowledge' the only factor of uncertainty is the DRC Government factor and they say that have that under control with their ceremony master team Trump.
Maybe it is better for them not to be too smart.

 

[protoje]

Well they say with their AI they know pretty well how deep the resource goes.
With all their 'knowledge' the only factor of uncertainty is the DRC Government factor and they say that have that under control with their ceremony master team Trump.
Maybe it is better for them not to be too smart.

Maybe with their AI they can measure the depth of AVZ Shareholder trauma and use AI to include this in their ‘fair value’ calculations…

 

[Samus]

Maybe with their AI they can measure the depth of AVZ Shareholder trauma and use AI to include this in their ‘fair value’ calculations…

 

[Samus]

USD$1 billion is equal to AUD$1.5 billion. I think that's where he plucked the figure from.

I think it's important to note The Australian "journalist" is mates with Tom Richardson. They both worked together at AFR. I think that says more than enough about his credibility.

Regardless it's bullshit, they've linked the figure to AVZ's payout when it was stated as funding for mine development.
The article is so full of shit it's ridiculous, bullshit headline with nothing linking it together.
I can see why management liked the mines.cd article, surprisingly for another bullshit publication they did a better job of laying out the facts.

 

[Lucas Don Velor]

Is there an ‘Investment ideas’ thread? If anyone is interested, check out BHM.ax… it’s a reverse takeover from CBH.ax… Looks to be undervalued IMO and NOT in Africa

 

[Shire]

Will report back if I get response

 

[Dazmac66]

Will report back if I get response
View attachment 88810

How about this:
Hi Brad,
You are a useless c#nt! - you had one job you fuckwit!
Cheers Dazz

 

[Strongman]

USD$1 billion is equal to AUD$1.5 billion. I think that's where he plucked the figure from.

I think it's important to note The Australian "journalist" is mates with Tom Richardson. They both worked together at AFR. I think that says more than enough about his credibility.

In the article he mentions $1.5 billion plus a royalty. Iam quite sure he is referencing a previous article in the Australian that came out soon after the Kobold AVZ agreement was released on May 6th. Iam unsure of when exactly it was published but it was discussed at length here and on the crapper
Either way the article was as Samus said just a hotchpotch of bullshit. My thoughts on reading the article was that it was exactly the same style as Tolate on the crapper.

 

[Hodlandwin69]

Is there an ‘Investment ideas’ thread? If anyone is interested, check out BHM.ax… it’s a reverse takeover from CBH.ax… Looks to be undervalued IMO and NOT in Africa

Can you give me an elevator pitch for this bhm?

 

[Samus]

In the article he mentions $1.5 billion plus a royalty. Iam quite sure he is referencing a previous article in the Australian that came out soon after the Kobold AVZ agreement was released on May 6th. Iam unsure of when exactly it was published but it was discussed at length here and on the crapper
Either way the article was as Samus said just a hotchpotch of bullshit. My thoughts on reading the article was that it was exactly the same style as Tolate on the crapper.

And thats where that 67c or whatever bullshit figure came from, where 1.5b US equates to about that in AUD depending on exchange rate at the time.

This time they've stated:
"The Australian has reported that AVZ might walk away with up to $1.5bn and a royalty. However, KoBold clearly wants to pay far less in cash upfront given the risks in the DRC and the depressed lithium market."

Not clearly! what's the source? It's all fucking bullshit!
AVZ would have rejected that figure if it even exists.
Didn't they report that 1.5b was 'the offer' last time fmd!

 

[Lucas Don Velor]

Can you give me an elevator pitch for this bhm?

Currently operating mine with way more capacity potential, also a drilling campaign underway, decent shallow grades, tight register, BHMOA are close to convert price and expire 2029… I’ve held CBH for quite a while and was only taken over by BHM a couple of days ago, DYOR!

Resources Top 5: Broken Hill Mines debut sees 120-year-old mining operation back on the ASX - Stockhead

BHM lands strong ASX debut; PGD makes significant Channel Iron Deposit discovery; maiden Mt Hogan gold resource also grabs eyes.

stockhead.com.au

 

[Mouthpiecenomnom]

Will report back if I get response
View attachment 88810

Ask them where the fuck is their source for this deal being a "high priority" for the white house. I am joking but still....

 

[KentCStrait]

Bloomberg article, behind paywall, so here are some screenshots.

 

[Hudnut]

This are the words of a Supreme Court and High court lawyer.....

View attachment 88797

Assuming AVZ has the cashflow to spare for more litigation.

 

[Flexi]

I think CATH will provide litigation funding to the end to ensure they don't loose the value of the 10% (thereabouts) holding in AVZ to the Americans.