AVZ Discussion 2022

Remark

Top 20
Hey Mute, why not post it where it doesn’t compete with the SHIT……imo !!😳😳
I was about to suggest the same. No free info for the trolls, let them talk to the crickets

2j0cl7 (1).gif
 
  • Haha
  • Like
  • Sad
Reactions: 10 users

Anchorman

Emerged
Apologies for the multiple posts. With sector sentiment turning and lithium prices showing signs of a real rebound, surely this puts added pressure on any serious buyer circling AVZ to stop dragging their feet and meet somewhere in the middle.

If lithium can fall 90% in a few short years, it can just as easily rally, and we're already seeing that momentum start to shift.

I hate nothing more than being forced to fill up your tank and realising it was 40 cents cheaper yesterday. The same goes for strategic acquisitions. Wait too long, and what looked like a bargain today might be an expensive “should’ve” tomorrow.

I really should delete the running 'Opportunity Cost' spread sheet I have calculated out, it's actually keeping me up at night now.
AGREE 100%...!

LITHIUM is TURNING and sentiment is SHIFTING… and any SERIOUS buyer better stop dragging their FEET...!

MISSING it now and that “BARGAIN” will qickly becomes a REGRET…!
Opportunity cost..? It’s not just NUMBERS — it’s a daily REMINDER of what could’ve been……imo..!!

BRING IT ON!
 
  • Haha
Reactions: 1 users

FatCatz

Member
Anyone have any news on Jens and the other big holder. Forgot her name maybe it’s Martha? Are they both still spouting to take 60c or whatever crazy low ball number they said was good and we should be grateful etc? Was posting all over X!

Jens seems bullish lately last I checked in talking about DOLLARS!
 
  • Like
Reactions: 3 users

KentCStrait

Regular
  • Like
Reactions: 2 users

FatCatz

Member
Jens just posted this…

View attachment 89348
Yeah. His tune has changed slightly compared to three months ago hasn’t it? I feel he’s tuned in on the edges with regards to AVZ proceedings but maybe not as tuned in as he used to be. I know he’s not really well received on this board (and arguably rightly so) but I wouldn’t say he’s been far from the mark either.

Anyways, I got a “hunch” some interesting and possible good news is on the horizon. 😉
 
  • Like
  • Haha
Reactions: 6 users

Skar

Regular
I am only responding in the negative so we have a balanced discussion.
With sector sentiment turning and lithium prices showing signs of a real rebound, surely this puts added pressure on any serious buyer circling AVZ to stop dragging their feet and meet somewhere in the middle.
Not necessarily, I watched WR1 talk about flying out many potential partners and touring the works to try to get their project off the ground, (they had a really good deal with the canada government on nearby plant and equipment they had to let slide). The gist of it is no one wants to take the risk on funding until the lithium price increases, they would rather pay more later for less risk, than less now for more risk (which at that billions $$ scale makes sense).

If lithium can fall 90% in a few short years, it can just as easily rally, and we're already seeing that momentum start to shift.
I think China completely manipulated the market to cause it. They had to have been subsidising the processing so their converters made money to build up their EV automotive industry to where it is now. With China saturated, Europe crushed and the US blocking out China from their market, its probably getting too expensive to keep the price down and they own a good portion of the global supply now (it got so low some projects were operating on losses or just couldn't start up and of course exploration for new projects was completely locked out). So yeah could be the start of a new super cycle.

I think the big IF here, is if China will follow through on cutting the lepidolite processing under the guise of permitting iregularities or environmental impacts or whatever they are on about now. It doesn't seem like there are all that many new projects available globally to meet the forecasted demands. I have seen 2028 spruiked a bit as the tipping point.

Thats also why I am ambivalent on letting the court cases play out for another 12 months. That said, obviously would prefer to not have my capital locked up and Kobold to pay fair value (>$2 would satisfy me for an early exit).
 
  • Like
  • Thinking
  • Fire
Reactions: 18 users

Remark

Top 20
  • Haha
Reactions: 3 users

aanti.dumb

Regular
Strike 3

We will just leave this thread to you leonard, and Yaseen’s trolls

enjoy

tumbleweed GIF


Guys and gals, WIno will open our old Zero Troll conversation again.

apologies in advance to some of the new users who may not get invited, we will do our best to let most people in.

We all came over to this site to get away from the fucking shit posts and constant trolling on HC, mainly you cretin

If you don’t get an invite, our “committee" think you’re a troll - sorry about that

We’ll be back here once Zeeb0t returns and deals with a backlog of issues
Hi @Xerof I have reached out to Winenut and others to see if i could be included in this chat. Any chance you or someone can add me? cheers.
 

CDK222

Member
Hey Mute, why not post it where it doesn’t compete with the SHIT……imo !!😳😳
Don’t forget there are still plenty of us legitimate long term holders that are stuck in this hell hole with no invite to “the safe space” (and yes my request for an invite has been sent). Completely understand that you need to keep the trolls out and can’t take the risk on those of us with only a handful of posts but please don’t deny us from meaningful discussion…….maybe just post info but not respond to the muppets?? That way those of us left behind still have access to something…..we have all come too far and put up with too much shit to loose this avenue to info at the final hurdle!!!
 
  • Like
  • Love
Reactions: 35 users

Remark

Top 20
Don’t forget there are still plenty of us legitimate long term holders that are stuck in this hell hole with no invite to “the safe space” (and yes my request for an invite has been sent). Completely understand that you need to keep the trolls out and can’t take the risk on those of us with only a handful of posts but please don’t deny us from meaningful discussion…….maybe just post info but not respond to the muppets?? That way those of us left behind still have access to something…..we have all come too far and put up with too much shit to loose this avenue to info at the final hurdle!!!
@Winenut is the gatekeeper & has been inundated with requests.

PM him if you haven't done already.
 

Hudnut

Regular
@Winenut is the gatekeeper & has been inundated with requests.

PM him if you haven't done already.

And have some patience. Wino isn't a paid employee. This is volunteer work and he's got a life to live.
 
  • Like
  • Haha
Reactions: 7 users

Anchorman

Emerged
Don’t forget there are still plenty of us legitimate long term holders that are stuck in this hell hole with no invite to “the safe space” (and yes my request for an invite has been sent). Completely understand that you need to keep the trolls out and can’t take the risk on those of us with only a handful of posts but please don’t deny us from meaningful discussion…….maybe just post info but not respond to the muppets?? That way those of us left behind still have access to something…..we have all come too far and put up with too much shit to loose this avenue to info at the final hurdle!!!
Still plenty of us in the TRENCHES… no safe space, just the WAR…!
At the FINAL HURDLE now...!. We neednt be shutting the door on the REAL ONES…!
Post the info to the REAL S H, skip the DETRACTORS… we’re still here…! imo..!!
 
  • Haha
Reactions: 6 users

Jongo

Regular
Maybe somone else can assist winenut with the process.
 

Doc

Master of Quan
And have some patience. Wino isn't a paid employee. This is volunteer work and he's got a life to live.
However he will accept donations, generally a case of nice red for when he gets back to living up to his nic name on here.
 
  • Haha
  • Like
Reactions: 8 users

Skar

Regular

Its tempting to start in on social media to make noise about how it can be that AVZ followed the letter and spirit of the law, have a plan to develop and exploit, our DFS praised as the best seen but we were and are still being blocked from developing the resource by not issuing the permit, we have CATH on board chomping at the bit for access to the resource... if management don't think it works to our benefit so be it but that just means Nigel better bring home the bacon, move mountains and make it rain to ask for that much faith from us.
 
  • Like
Reactions: 5 users

CDK222

Member
And have some patience. Wino isn't a paid employee. This is volunteer work and he's got a life to live.
My post was not a crack at Winenut or anybody else……can only image how many requests he is getting. Would be 1 request for every legit holder and then 5-10 requests per troll and their many alias. Completely agree with the need for another space and the need to carefully monitor who gets accepted. Was just a plea to keep some information here in the event that some of us don’t get an invite, as there will be people who don’t have enough posts to adequately assess their holder credentials.
 
  • Like
Reactions: 13 users

LEFOOL

Regular
USD$3 - $5 BILLION equates to AUD$1.34 - $2.24. Mmm, seems a tad too low to me.
Screenshot 2025-08-07 at 11.29.04 am.png





Now THAT is a flex !!!
 
  • Haha
  • Like
Reactions: 5 users
Top Bottom