AVZ Discussion 2022

[Carlos Danger]

IMO, nothing to read into with the same date. Just the end of the month. Hope I am wrong. Nevertheless, I am confident we are making headway and hopefully by the end of the qtr we are trading. Reshuffle after the Pope has gone?

Yeah most likely just a coincidence. Makes more sense to have them lined up anyway as announcements will come out as soon as bod are ready to make them so news will flow when it's ready not on the deadline day. But still a bit weird they haven't been on the same date before.

Reshuffle has already been done by Felix. Up to the prime minister to implement now. I don't think the pope being there will change when that happens but who fucking knows in the DRC.

 

[Samus]

I always took the CATH deal usually being extended around a month after the suspension deadline to mean that it will take a bit of time to finalise the ownership transfer after the licence is registered. Very interesting they are now due on the same day after all this time of them being separate.
View attachment 28300

Makes it easier to extend both at the same time then go back to sipping pina colada's.

 

[Carlos Danger]

Makes it easier to extend both at the same time then go back to sipping pina colada's.

The bod have been working double time like suckers

 

[BRICK]

Makes it easier to extend both at the same time then go back to sipping pina colada's.

Well.. fuck there goes my birthday.

 

[Bray]

Well.. back to forgetting

Have a great day fellow AVZ prisoners

 

[Remark]

I hope Nigel's Director Insurance extends to cover the mental anguish of his shareholders

 

[Doc]

Management just halved their workload. Only one announcement a month now.
Working smarter not harder!

 

[wombat74]

“The Company is confident of a positive outcome in relation to the award of the Mining Licence and positive Financial Investment Decision (FID) to develop what is believed to be the largest undeveloped hard rock lithium deposit.” Last qtr 31/10/22 .

Lets see if they add any words of encouragement this time .

 

[BEISHA]

Definitely going to be some selling due to many wanting/needing to access their cash.
The BOD said at the shitshow that they are aware of the situation and lining up the announcements so to speak, they will need too.
With lithium going strong and remaining strong we are with any luck in the 'rising tide lifts all boats' scenario and the drop isn't too bad.

I'm interested to see those announcements out and watch how long it takes for AVZ to start moving up again. There is a nagging part of me that is expecting the market to have lost faith in the BOD and DRC and in that case price would then stagnate and only really start to move a few months out from first concentrate produced.

Certainly hope not, what's others opinions on this when we open back up?

I think @obe wan post nails it on the head.

Lots of moving ball equations here.

On the one hand you have trapped shorters , jaded / bewildered longs who will want to get the fuck out plus insto rebalancing...... which will put pressure on the SP to the downside, but on the other hand, if AVZ is granted the ML, which also includes a good updated collaboration deal with CATH, plus a release of the updated BFS and confirmation that FT is indeed cleaning up the swamp and providing a better path way for international investment, then that could well and truly counter the bearish scenario.

Suffice to say, cant wait for that golden bell to arrive, confirming a bullish scenario, so we can all move past discussing corruption shit and actually discuss what matters the most, the developments of construction / production with divvies on top.

The dream is still very much alive for me, i still want to be a cog on the wheel to see Manono develop, the hugest, purest hard rock project in the world , which will be a huge influence to improving the lives of the DRC, but more importantly, a huge influence in getting our world carbon free......plus improve my bank balance exponentially.

Its all up to AVZ bod / DRC govt to realise that.

imo

 

[BEISHA]

$10...$10...$10

Get with the program

Set the anchor.....$10....$10.....$10.........

10

10

10!!!!

 

[BEISHA]

The Lithium Gods have spoken and they're Not Happy Pape, as

Pope in Kinshasa:
Collapse of the pontifical podium mounted at the Martyrs stadium

View attachment 28272

The light wooden structure built at the Martyrs stadium to serve as a podium during the meeting on Thursday, February 02, 2023 between Pope Francis and Congolese youth collapsed during the rain which fell on the night of Sunday to Monday January 30.

The established program provides for the arrival of Pope Francis arrives in Kinshasa on Tuesday, January 31 for a stay of four days.

According to the organizing committee, everything is ready to welcome the sovereign pontiff.

The government has also decreed the half-day of Wednesday, February 1, to allow the faithful to go to religious services, in particular the papal mass scheduled at Ndolo airport.


View attachment 28273

It was probably over loaded with snacks too.......

Fuck me, does anything go right in DRC land ?

 

[cruiser51]

View attachment 28315

A post from the ESS forum interesting stuff:

Let's put things into perspective...here is a direct copy from the CXO quarterly report from a few days ago

• A shipment of 15,000dmt of DSO, with an average grade of
  1.4% Li2O sold for US$951/dmtvia a tender using a digital
  exchange platform.

Using the back of an envelope, if we simply put a lowball esimate on the value of say 1mil tonnes of DSO at say USD500(AUD700)per tonne given lower grade etc and a cost of mining and transport of say AUD250 per tonne, then we get AUD450m of net cash flow (LET'S SAY THAT AGAIN - $450M!!!!!!)....for only 1 million tonnes of our resource.

What is our current market capitalisation? Around $150m. Come on(?), to allow our company to be taken over at these prices would be crazy! I've been buying and will not be selling anywhere near current market valuation. TLEA knows the value, and surely so does MIN and various other potential suitors. Hold tight and consider buying if you can see the value that I can see.

regards
DF

 

[cruiser51]

It was probably over loaded with snacks too.......

Fuck me, does anything go right in DRC land ?

The green dragon had put a pressie for the pope behind the curtains, so she would go to heaven and not Makala Prison.
The fukkin platform was not designed for a shitload of Cobalt Ore.

 

[BEISHA]

A post from the ESS forum interesting stuff:

Let's put things into perspective...here is a direct copy from the CXO quarterly report from a few days ago

• A shipment of 15,000dmt of DSO, with an average grade of
  1.4% Li2O sold for US$951/dmtvia a tender using a digital
  exchange platform.

Using the back of an envelope, if we simply put a lowball esimate on the value of say 1mil tonnes of DSO at say USD500(AUD700)per tonne given lower grade etc and a cost of mining and transport of say AUD250 per tonne, then we get AUD450m of net cash flow (LET'S SAY THAT AGAIN - $450M!!!!!!)....for only 1 million tonnes of our resource.

What is our current market capitalisation? Around $150m. Come on(?), to allow our company to be taken over at these prices would be crazy! I've been buying and will not be selling anywhere near current market valuation. TLEA knows the value, and surely so does MIN and various other potential suitors. Hold tight and consider buying if you can see the value that I can see.

regards
DF

The ESS deal is pure horse crap...........management there has always been horse crap too.

Would love to do a bit of DSO with AVZ too.......

No doubt if everything goes positive with AVZ..............longer term $10 easy.

PLS.........$4.80, will probably be $10 EOY

AVZ needs the ML and a couple of years production before it gets anywhere near $10.

So thats another 4/5 years away..........assuming we eventually get the green light this year.

@Winenut is on the crack pipe............dont blame him tho.

This extended extension is making everyone...

 

[Winenut]

The ESS deal is pure horse crap...........management there has always been horse crap too.

Would love to do a bit of DSO with AVZ too.......

No doubt if everything goes positive with AVZ..............longer term $10 easy.

PLS.........$4.80, will probably be $10 EOY

AVZ needs the ML and a couple of years production before it gets anywhere near $10.

So thats another 4/5 years away..........assuming we eventually get the green light this year.

@Winenut is on the crack pipe............dont blame him tho.

This extended extension is making everyone...

View attachment 28317

@BEISHA your charting is second to none but you have brush up on the psychology of "anchoring" in negotiations

$10......$10.........$10

 

[cruiser51]

The ESS deal is pure horse crap...........management there has always been horse crap too.

Would love to do a bit of DSO with AVZ too.......

No doubt if everything goes positive with AVZ..............longer term $10 easy.

PLS.........$4.80, will probably be $10 EOY

AVZ needs the ML and a couple of years production before it gets anywhere near $10.

So thats another 4/5 years away..........assuming we eventually get the green light this year.

@Winenut is on the crack pipe............dont blame him tho.

This extended extension is making everyone...

View attachment 28317

If you superimpose the CXO deal for 1.4% Li2O @ US$ 951 to 1.65% Li2O, my old trusty HP calculator says ~US$1150....

BTW The Poster (dynofish) continues on the ESS forum and states that LTR is now planning to sell DSO for around $1bn in the next year and a half which product was designated as waste!

Interesting stuff

 

[TheCount]

IMO, nothing to read into with the same date. Just the end of the month. Hope I am wrong. Nevertheless, I am confident we are making headway and hopefully by the end of the qtr we are trading. Reshuffle after the Pope has gone?

Agreed. Isn't it funny that throughout the ENTIRE suspension process, people have been claiming "two weeks is a great sign" or "one month is a great sign" or "strategically aligning with XYZ" - and every single one of them has been wrong.

I understand human nature's need for 'certainty' but we're dealing with a BOD that has got absolutely no clue what is happening or when something is going to happen so save yourself a whole lot of grey hair and gloss over the news and move on..

Felix reminds me of Rudd - all show for the cameras and no substance.. I'm more worried about this than the ML.

When something big is happening you'll sense or see it, and won't miss out..

TC.

 

[Remark]

Obviously we all need to glue ourselves to the AVZ office door to get some info.

Do we have any vegans on the forum that will volunteer?

 

[cruiser51]

Obviously we all need to glue ourselves to the AVZ office door to get some info.

Do we have any vegans on the forum that will volunteer?

 

[ptlas]

The DRC with a new presidential plane!

View attachment 28295

The Democratic Republic of Congo has just acquired a new presidential plane, a Boeing Business Jet 767 registered T7 – DRC.

The BBJ is a range of airliners fitted out for secure private use.

Fitted out, the plane includes bedrooms, bathrooms, dining or meeting rooms and a large lounge.

View attachment 28294

It is therefore a worthy plane for the travels of the Head of State Félix Antoine Tshisekedi Tshilombo around the world.

It should be noted that the presidential plane purchased under the regime of Joseph Kabila is no longer in circulation today.

mediacongo

Well at least DRC know that FT will get 'his' money's worth.
He ain't gonna leave it rotting in some hanger.
Plenty of meetings and conferences to go to.
Hands to shake.
Photos to be taken.