AVZ Discussion 2022

Scoota30

Regular
Forget about the MMCS V Comineire ICC case, today's best twitter viewing is an all out mudslinging match between "uprampers" and a bunch of "downrampers".
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JAG

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Rediah

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Need that sweet sweet ML, SOON !!!


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DiscoDanNZ

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Doc

Master of Quan
Nigel mentioned they will be reviewing the finances every 3 months, is that something that would usually be announced or just boardroom chat only?
 
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TDITD

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Thats correct, a reality check is needed for those crazy enough to be bearish on lithium.


 
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TDITD

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*Slightly negative post

Something similar to this would have been greatly appreciated if it was done not long after we were put into suspension. A One for all and all for one mentality would certainly have had me firmly behind these guys knowing they have taken the initiative to in some way place themselves in with us shareholders 'suffering' to a degree. So far it is just us shareholders taking the full force of the hit heading into 12 months of suspension.

 
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wombat74

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Nigel mentioned they will be reviewing the finances every 3 months, is that something that would usually be announced or just boardroom chat only?
Started the Road Show/AGM with we expect ML before Xmas but hopefully sooner . Ended the Road Show/AGM with we will be reviewing finances every 3 months .
 
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Bin59

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Frank

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The United States Releases Signed Memorandum of Understanding with the Democratic Republic of Congo and Zambia to Strengthen Electric Vehicle Battery Value Chain

Today, the Department of State released the signed Memorandum of Understanding (MOU) on electric vehicle battery value chains signed by the United States on December 13, 2022, during the Africa Leaders Summit.

Through this MOU, the United States will support the commitment between the Democratic Republic of Congo (DRC) and Zambia to develop jointly a supply chain for electric vehicle batteries.

The MOU supports the DRC and Zambia’s goal of building a productive supply chain, from the mine to the assembly line, while also committing to respect international standards to prevent, detect, and take legal action to fight corruption throughout this process.​



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TDITD

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Frank

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Félix-Antoine Tshisekedi has undertaken to clean up his yard.

Many advisers, who were rain and shine until recently, have been dismissed.

Has the head of state finally followed through on the year-old public outcry?

Has the President finally understood the message from the core of his base?

The one who did not hesitate to qualify in a very loud voice and in “easy tshiluba” certain advisers as “bivi” (thieves or … “hitters”).

In other words, did the President really clean the stables of Augeas at the "Karcher"?

Or is it a cosmetic change?

In which case, we would have undressed Pierre to dress Paul.

The answer will be soon.

Because it is by the yardstick of praxis that the new advisers to the President will be judged.

Public opinion hopes to deal, this time, with real advisers, that is to say women and men in the shadows. And not these bis and very bling ministers who engage the Congolese State concurrently with the Government.

Technocrats at the service of the only institution that sits at the Palais de la nation, namely the President of the Republic.

The Congolese would like to see a watertight boundary established between friendships, camaraderie, familiarity with Brussels and the management of state affairs.

This mixture of genres which, like a congenital evil, parasitizes the casting of the presidential stables.

This role confusion that confines the government to a bare minimum.

The controversy over construction sites that are not progressing in the Kasai area is a good illustration of this snub to good governance.

In this month of January, this Copernican change – desired – would sound like a good concrete resolution for “our national Fatshi“.

He who was not spoiled by those around him.

He who, a stone's throw from the end of his mandate, risks paying only cash for the carelessness of his relatives.

Félix-Antoine Tshisekedi can always meditate on this quote from John Fitzgerald Kennedy:

“Victory has a hundred fathers, defeat is an orphan”.


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Food for thought :unsure:

Frank :cool:
 
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TDITD

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BRICK

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Flight996

Regular
Is it bad when your forget what date the fucking bullshit extension is until this time ?

FFS I don’t even know anymore, My “fellow winners ” at LRS posted this today and at least AVZ was included 👍 I wanted to pull him up on it but can’t really say much seeing as LRS is actually trading 🧐 but AVZ Chops that up IMO..

Couldn’t find the link but screenshot only, personally I don’t think it does AVZ justice..

View attachment 27341
Hi Cash

Interestingly LTR's capital intensity for stage one at Kathleen Valley is $US796/t
At the same time AVZ's corresponding capital intensity is $US779/t. There is no significant difference.

However, LTR's Kathleen Valley operation will be underground, which is costly. AVZ's operation on the other hand will commence at surface with little strip. Although LTR can possibly cherry pick and mine the richer spodumene deposits initially, it cannot do it indefinitely. Eventually its cost/t mined must rise. The table is either under stating LTR's capital costs, or over stating AVZ's costs (or both).

What am I missing here?

Cheers
F
 
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