AVZ Discussion 2022

[Chilla]

I guess Management could just come out and put us straight on that issue . In my communications with them they won't answer the question . I think a lot of punters would just like access to their money regardless . A ML gets issued for RD , we trade and those that want/ need their money get out . What happens with the Chinese after that many could care less . I still expect a TO for RD so wont be AVZ's problem anyway . Nigel can't take SH money to the grave .At some point we must trade regardless of our options .

AVZ cant decide to relinquish the Northern section of CDL without shareholder approval. Thats because it's an asset of significant intrinsic value to the company and shareholders. That value of CDL is ascribed because the company has stated many times the Resource Target for the whole of PR15339 is 1.5 to 2.0 Billion Tonnes and that CDL is likely equal to or higher in resource than RD. Therefore shareholders would expect CDL to carry a similar or higher valuation than RD does currently, once CDL has had a similar level of exploration and evaluation studies conducted that has been completed on RD to date. For that intrinsic future value to shareholders from a company with one asset, i doubt the major shareholders would approve relinquishing CDL just for a short term fix on RD. The major shareholders have deep pockets and know the value of CDL, they wont be giving in imo just to let Klaus do a quick flip to Zijin. PR15339 needs to be maintained in its whole by Dathcom one way or another, whether that is PE for the whole tenement or PE for RD and PR for CDL. The company says it has written documents from the Mines Dept agreeing to issue PE for RD and renew PR for CDL and that is what i believe they are pursuing as a minimum negotiated way of moving this stalemate forward in the absence of agreement for a PE for 15339 in its entirety.

 

[Onthefm]

AVZ cant decide to relinquish the Northern section of CDL without shareholder approval. Thats because it's an asset of significant intrinsic value to the company and shareholders. That value of CDL is ascribed because the company has stated many times the Resource Target for the whole of PR15339 is 1.5 to 2.0 Billion Tonnes and that CDL is likely equal to or higher in resource than RD. Therefore shareholders would expect CDL to carry a similar or higher valuation than RD does currently, once CDL has had a similar level of exploration and evaluation studies conducted that has been completed on RD to date. For that intrinsic future value to shareholders from a company with one asset, i doubt the major shareholders would approve relinquishing CDL just for a short term fix on RD. The major shareholders have deep pockets and know the value of CDL, they wont be giving in imo just to let Klaus do a quick flip to Zijin. PR15339 needs to be maintained in its whole by Dathcom one way or another, whether that is PE for the whole tenement or PE for RD and PR for CDL. The company says it has written documents from the Mines Dept agreeing to issue PE for RD and renew PR for CDL and that is what i believe they are pursuing as a minimum negotiated way of moving this stalemate forward in the absence of agreement for a PE for 15339 in its entirety.

Well mate now I'm confused. Because last I heard from the nige cdl no big deal to many contaminants powder at rd is much better. Cheers

 

[Chilla]

Well mate now I'm confused. Because last I heard from the nige cdl no big deal to many contaminants powder at rd is much better. Cheers

IMO that was Nige downplaying CDL in case it was lost by AVZ. Of course Nige doesnt lose in that scenario...he actually comes out better off due to his 10% major holding in AJN. There is no information announced by AVZ to say the mica is high in CDL....in fact i think from memory others have reported the supposed mica in CDL is crapola.

 

[Carlos Danger]

You got a problem with bye bye Nigel ? If it's TO it's bye bye everyone . If not then Nige can weigh up what's more important to him . Kluas is going to flick Nth CDL to the Chinese anyway . imo

My loyalty is to my money. I couldn't give a flying fuck about what happens to Nigel. I do think he is the best person to lead AVZ as it stands but if he has to go to move the project or a potential take over forward then so be it.

Yes there is no chance AJN would mine it. Klaus would flip the north to Zijin as soon as he could. I've said that here before too.

 

[wombat74]

AVZ cant decide to relinquish the Northern section of CDL without shareholder approval. Thats because it's an asset of significant intrinsic value to the company and shareholders. That value of CDL is ascribed because the company has stated many times the Resource Target for the whole of PR15339 is 1.5 to 2.0 Billion Tonnes and that CDL is likely equal to or higher in resource than RD. Therefore shareholders would expect CDL to carry a similar or higher valuation than RD does currently, once CDL has had a similar level of exploration and evaluation studies conducted that has been completed on RD to date. For that intrinsic future value to shareholders from a company with one asset, i doubt the major shareholders would approve relinquishing CDL just for a short term fix on RD. The major shareholders have deep pockets and know the value of CDL, they wont be giving in imo just to let Klaus do a quick flip to Zijin. PR15339 needs to be maintained in its whole by Dathcom one way or another, whether that is PE for the whole tenement or PE for RD and PE for CDL. The company says it has written documents from the Mines Dept agreeing to issue PE for RD and renew PR for CDL and that is what i believe they are pursuing as a minimum negotiated way of moving this stalemate forward in the absence of agreement for a PE for 15339 in its entirety.

Cheers . This will all depend if AVZ is forced into a corner IMO . If this is still not resolved in the months ahead do we risk a change of government ? Do we play the all or nothing card 4 months out from the election if the RD/sthCDL option is on the table ? Roll the dice with SH money . Not with my money thanks .

 

[Onthefm]

IMO that was Nige downplaying CDL in case it was lost by AVZ. Of course Nige doesnt lose in that scenario...he actually comes out better off due to his 10% major holding in AJN. There is no information announced by AVZ to say the mica is high in CDL....in fact i think from memory others have reported the supposed mica in CDL is crapola.

Exactly

 

[Chilla]

Cheers . This will all depend if AVZ is forced into a corner IMO . If this is still not resolved in the months ahead do we risk a change of government ? Do we play the all or nothing card 4 months out from the election if the RD/sthCDL option is on the table ? Roll the dice with SH money . Not with my money thanks .

Yeah unfortunately us retail holders dont carry enough weight when it comes to pushing the BoD one way or another. The only ones with influence are Mr Pei/ CATL/Yibin, Huayou, Lithium Plus and possibly the Fundys who bought in on the ASX200 requirement for their fund.

 

[MoneyBags1348]

AVZ cant decide to relinquish the Northern section of CDL without shareholder approval. Thats because it's an asset of significant intrinsic value to the company and shareholders. That value of CDL is ascribed because the company has stated many times the Resource Target for the whole of PR15339 is 1.5 to 2.0 Billion Tonnes and that CDL is likely equal to or higher in resource than RD. Therefore shareholders would expect CDL to carry a similar or higher valuation than RD does currently, once CDL has had a similar level of exploration and evaluation studies conducted that has been completed on RD to date. For that intrinsic future value to shareholders from a company with one asset, i doubt the major shareholders would approve relinquishing CDL just for a short term fix on RD. The major shareholders have deep pockets and know the value of CDL, they wont be giving in imo just to let Klaus do a quick flip to Zijin. PR15339 needs to be maintained in its whole by Dathcom one way or another, whether that is PE for the whole tenement or PE for RD and PR for CDL. The company says it has written documents from the Mines Dept agreeing to issue PE for RD and renew PR for CDL and that is what i believe they are pursuing as a minimum negotiated way of moving this stalemate forward in the absence of agreement for a PE for 15339 in its entirety.

Chilla I pretty well agree with all your comments. I think people haven’t had a really good look at the map that shows the section that PE decree was for. Most of the CDL pegmatite is in that section, it’s not in the north eastern portion of 15339.

I could be wrong, I’m putting the map below (again) magnified and showing the portion of CDL that comes under the decree. Having said that, I want to keep the full tenement too and it’s legally ours, but I’m just pointing out how much of the CDL pegmatite is already covered in the section granted. Always good to hear your comments!

 

[Panther22]

Anyone having a guess at what happens on 31st January? Mine is extension until 28 February then who knows.
I am now at the stage of a TO. Would love $5 per share but would take $2. I am over this. I need to trade. The stakes are high but by no means certain. The Chinese, Klaus, Bandits and anyone else you can think of will not be going away.
What's to say even with a ML the law suits don't keep coming which leads to more uncertainty and delay?
Dead set over this. Occupies a lot of my day which it shouldn't and clearly many of you spend a lot of the day on here and HC doing the same.
Not good for your health, certainly not good for your wealth as it stands.

February 28th and a TO please.

 

[Chilla]

Chilla I pretty well agree with all your comments. I think people haven’t had a really good look at the map that shows the section that PE decree was for. Most of the CDL pegmatite is in that section, it’s not in the north eastern portion of 15339.

I could be wrong, I’m putting the map below (again) magnified and showing the portion of CDL that comes under the decree. Having said that, I want to keep the full tenement too and it’s legally ours, but I’m just pointing out how much of the CDL pegmatite is already covered in the section granted. Always good to hear your comments!

View attachment 27925

Cheers mate. There is a substantial portion of CDL that has been explored in the southern portion as shown in the map. Whilst this is a major resource, it may need to be left for much later years for mining. This is due to the resource being immediately downstream of the Lake Likushi Dam Wall and Spillway, and being sandwiched by the dam wall and the main arterial road. It will likely require diversion of the Likushi River, creation of a new dam wall and reservoir, and rerouting the main roads in order to mine that section with any intensity and depth. All are costly civil works that will take years to develop and only once cashflows are high from mining of RD and onsite processing of PLS. The pegmatites further north need more exploration and are likely the hosts of a significant amount of the exploration target of 1.5 to 2.0 Billion Tonnes. The pegmatite trend continues further north east too as far as i recall and into the 100% AVZ Extension PR. So this northern section of PR15339 does contain significant potential intrinsic value once explored to the same extent as RD if we are to believe the previous company announcements arounf Exploration Target Resource and therefore is a major asset unable to be relinquished without shareholder approval.

 

[TDITD]

AVZ need to get moving, this is what we are missing out on so far. Lithium, lithium and more lithium for a loooong time yet !!
https://elements.visualcapitalist.com/the-future-value-of-disruptive-materials/

 

[cruiser51]

Cadastre map still MIA, they are probably still looking for the missing Tantalex Tailings Exploitation Permit.

May be they are realising it is a bit odd to sell an Exploitation Permit in levels, having different mining trucks bumping into each other.
They might have to resort to traffic lights, or a traffic cop.

Tricia Helfer Naughty GIF - Tricia Helfer Naughty Cleavage - Discover & Share GIFs

Click to view the GIF

tenor.com

Can one imaging above ground Tantalex, below ground AVZ.
I wonder who gets the cellar or the fucking penthouse.

 

[Hemicuda]

What has nige possibly got to say at these up coming events???????? Role out another bullshit pie chart? Seriously what?

 

[CHB]

What has nige possibly got to say at these up coming events???????? Role out another bullshit pie chart? Seriously what?

That we've got the ML, got a great partner in CATH who own 24%, that we are on a staged approach to 10mtpa, that we expect FID in a few months

 

[Hemicuda]

That we've got the ML, got a great partner in CATH who own 24%, that we are on a staged approach to 10mtpa, that we expect FID in a few months

to go along with my powerball win, that I’m still waiting for seems about as likely,

 

[Flight996]

to go along with my powerball win, that I’m still waiting for seems about as likely,

AVZ and CATH have agreed to extend to 28 February 2023, their $US240 million Manono funding arrangement to accelerate the development of the Manono Lithium project despite months of bureaucratic delays.

Suzhou CATH Energy Technologies (CATH), is a private investment entity jointly owned by Contemporary Amperex Technology Co Limited (CATL) and Mr Pei Zhenhua, who also holds significant interests in one of China's largest lithium converters.

I note that despite seven months of bullshit excuses and high level corruption, CATH remains committed to this funding arrangement. CATH can sniff the wind, and if the ML was a non-starter, then it would have walked away. That CATH remains committed is a positive, and surely the ML is not far away...maybe even imminent.

Cheers
F

 

[wombat74]

Yeah unfortunately us retail holders dont carry enough weight when it comes to pushing the BoD one way or another. The only ones with influence are Mr Pei/ CATL/Yibin, Huayou, Lithium Plus and possibly the Fundys who bought in on the ASX200 requirement for their fund.

True , but no one is going to accept losing all their investment if there are other options in the event we get snookered. Especially the Fundys . imo

 

[Xerof]

AVZ need to get moving, this is what we are missing out on so far. Lithium, lithium and more lithium for a loooong time yet !!
https://elements.visualcapitalist.com/the-future-value-of-disruptive-materials/

Yes, BUT every fucker with the drill bit turning is finding fucking pegamites or REE's

Kunts

Arsehole

 

[Xerof]

Cadastre map still MIA, they are probably still looking for the missing Tantalex Tailings Exploitation Permit.

May be they are realising it is a bit odd to sell an Exploitation Permit in levels, having different mining trucks bumping into each other.
They might have to resort to traffic lights, or a traffic cop.

Tricia Helfer Naughty GIF - Tricia Helfer Naughty Cleavage - Discover & Share GIFs

Click to view the GIF

tenor.com

View attachment 27930

Can one imaging above ground Tantalex, below ground AVZ.
I wonder who gets the cellar or the fucking penthouse.

Hi Tricia, lovely

Yes, but I note they mention both tenements when in fact the last time I looked at that TiTan tenement, and the one above it, it had also changed back to an application, so hold all tickets, there's a fucking enquiry

 

[wombat74]

Yes, BUT every fucker with the drill bit turning is finding fucking pegamites or REE's

Kunts

Arsehole

The sh1t is going to be as cheap as sand if we dont f--king hurry up .