AVZ Discussion 2022

[TheCount]

Wordperfect was the king of keyboard shortcuts ....

Getting half a chub just thinking about that blue screen!
Cheers,
TC.

 

[wombat74]

Any takeover bids, considering the shit we are going through in the DRC would be totally conditional on a ML being awarded imo ; we dont have a clue where we are with the ML , so spitting out a TO would be pointless and probably counter productive

imagine a conditional 5 billion TO coming through (which would be low considering LTRs 20mt measured , 109 Mt inferred ....albeit Sovreign risk has magnified considerably over the last 10 months caused by MoP and Co's actions) ; a figure with a billion on the end would get the the drc brown baggers all barred up and pushing harder to get what they wanted

They will be barred up after seeing LTRs offer . Cue another interview trashing AVZ .

 

[cruiser51]

links to Sama, Mupande ?

Do those two have financial interests in catering services, supplying lunches for government meetings, to determine the value of having a pre-feasibility study, to determine the value of a feasibility study, by a bunch of harmless freeloaders?

We have been able to observe a customary siesta, after those lunches, called consideration, or thinking time, prior to an important vote.

 

[BEISHA]

The kunt even has a hotmail account!!
If there wasn't so much money tied up, it would be laughable just how amateur and incompetent these people are..

It's like we are doing business in a 3rd world country.......







well fuck me side ways and call me shirly.

It's like we are doing business in a 3rd world country.......

Its not like ..............actuality is............we are !!

 

[Winenut]

G'day mate @MoneyBags1348 - I have resisted mentioning you to honour your request, but I see you've found your password once again. I know the bourse is better for it.

I have $30k worth of Mac Pro and monitors at the ready to dive into some serious calculations whenever the need arises. Not being one to jump at shadows, there is still plenty of time. My spreadsheet prowess dates back before many here were born - back to 1987 when "Symphony" was the product of choice. As a cadet with Deloittes I was chosen to learn, use, and report to Partners on its ability to assist what was essentially a paper-based industry. Back then we'd hand draft tax returns, hand them into the "typing pool" and they'd come back all nice and pretty from the ladies. Then each Friday night, head down to the Sydney Rugby Club, then Jackson's on George to buy enough drinks in the hope of waking up the next day with one of them. Ahhhhhhh, the good old days............

Back to reality. Jens produced some long-form numbers about 18 months ago and he wanted us to believe the numbers supported a USD28 share price. That's just rose coloured glasses bullshit and he's got no idea how to model if that's what he thinks. You cannot forecast costs out past year 2 because 'things' change so much. I'll try to get a copy and do my own modelling.

However, my LOYALTY to this stock has never waned. Shots at the BOD have been taken, but fairly. If it was my company I'd be working on a staged production - years ago. Explore a little bit, dig a little bit, process a little bit, sell a little bit. Scale up. The way our BOD have done it with working on the hail-mary approach to knock everyone else out has only served their fat wallets and portfolios. No Junior Miner should receive the pay packets these guys have taken. Like, WTF has our "chairman" even done let alone the non-exec members.

Recent developments in the story are healthy positive signs that we're on the way to getting back on track. The site will be a multi-generational earner and I still sleep well at night knowing my family will be looked after.

Bring on the ICC. Fuck zinjin, fuck cong, fuck the politicians everywhere, fuck the bod, fuck boatman, fuck tommy, fuck h00ts too.

TC.
$12 and a party on JAG's deck.

"$12 and a party on JAG's deck."

You definitely said "deck" there didn't you TC???

 

[BEISHA]

$2.50 /$5.5billion offer rejected . Gives the Li market a wake up call . With AVZ 1.5 billion more SOI than LTR and a 51% stake (min ) this brings home the importance of the recent drilling .

$2.50 rejected on a 8/1 strip ratio project.............just imagine what AVZ could command with a DSO from surface, with 3/4 times the tonnage and 20% better grade on average ?

Assuming of course the shit show is finished, with all rights retained and ML in hand...........

$12..........

 

[Dazmac66]

Wow! One take over offer has put an absolute bomb under the battery metals, even one of my holdings has moved!! Hope everyone has done ok.

 

[BEISHA]

If ever AVZ was to get off the canvas and get back to trading again with strong FA in hand, then i hope it now gets a wriggle on ASAP

A break of 32801 resistance would confirm a change of trend on the DOW......

A break of the 61 fib would confirm a change of trend on the GLOBAL.........



Then this could potentially happen for AVZ...........

Remember that ?


Looking forward to putting a decent chunk of my 80% profit in the LION and into the BEAST !!



imo

 

[Charbella]

If ever AVZ was to get off the canvas and get back to trading again with strong FA in hand, then i hope it now gets a wriggle on ASAP


View attachment 33093

A break of 32801 resistance would confirm a change of trend on the DOW......


View attachment 33092

A break of the 61 fib would confirm a change of trend on the GLOBAL.........



Then this could potentially happen for AVZ...........


View attachment 33094

View attachment 33095


Remember that ?


Looking forward to putting a decent chunk of my 80% profit in the LION and into the BEAST !!



imo

I miss seeing the whale pictures. Hopefully soon again.

 

[MoneyBags1348]

Thanks TC, completely agree

G'day mate @MoneyBags1348 - I have resisted mentioning you to honour your request, but I see you've found your password once again. I know the bourse is better for it.

I have $30k worth of Mac Pro and monitors at the ready to dive into some serious calculations whenever the need arises. Not being one to jump at shadows, there is still plenty of time. My spreadsheet prowess dates back before many here were born - back to 1987 when "Symphony" was the product of choice. As a cadet with Deloittes I was chosen to learn, use, and report to Partners on its ability to assist what was essentially a paper-based industry. Back then we'd hand draft tax returns, hand them into the "typing pool" and they'd come back all nice and pretty from the ladies. Then each Friday night, head down to the Sydney Rugby Club, then Jackson's on George to buy enough drinks in the hope of waking up the next day with one of them. Ahhhhhhh, the good old days............

Back to reality. Jens produced some long-form numbers about 18 months ago and he wanted us to believe the numbers supported a USD28 share price. That's just rose coloured glasses bullshit and he's got no idea how to model if that's what he thinks. You cannot forecast costs out past year 2 because 'things' change so much. I'll try to get a copy and do my own modelling.

However, my LOYALTY to this stock has never waned. Shots at the BOD have been taken, but fairly. If it was my company I'd be working on a staged production - years ago. Explore a little bit, dig a little bit, process a little bit, sell a little bit. Scale up. The way our BOD have done it with working on the hail-mary approach to knock everyone else out has only served their fat wallets and portfolios. No Junior Miner should receive the pay packets these guys have taken. Like, WTF has our "chairman" even done let alone the non-exec members.

Recent developments in the story are healthy positive signs that we're on the way to getting back on track. The site will be a multi-generational earner and I still sleep well at night knowing my family will be looked after.

Bring on the ICC. Fuck zinjin, fuck cong, fuck the politicians everywhere, fuck the bod, fuck boatman, fuck tommy, fuck h00ts too.

TC.
$12 and a party on JAG's deck.

Thanks TC, completely agree with your comments. Jan should be on top of the numbers (being AVZ’s accountant) but it would be interesting to try work out some new figures before him.

Regarding today’s news, there have been posts made here several times in the past about possible TO offers from the likes of Albermarle, BHP and FMG and the BOD not entertaining anything under $3.50…. Following today’s news on LTR, I suspect the BOD would be looking well above that now.

I liked the information by @FilthyRich2 on the a battery manufacturing plant and maybe CATH might be interested in it, not us. We are a mining company who will hopefully be producing in around two years…. Not sure why we would want to fuck around any more than we already have by being involved in battery manufacturing. Here’s the spod or pls, you do what ever you want with it, we’ve done everything so far and all you lot have done is slow up the process.

Not sure if CATH would even be happy about building a battery manufacturing plant in the DRC when they’ve already built them in China but who ever does it they have two years.

I love the way @Frank added more information on how the Chinese miners have ripped off the DRC immediately after your post, I added it straight to the thread with all the other info on how the Chinese have been ripping off the DRC…. Mostly info provided by Frank

Apart from that a couple of trolls posting something about me on here…. There’s a reason I ignore them, they have nothing to offer the threads other than trolling

 

[Remark]

The Prince's gardener just told me that we'll have an announcement on Friday. Don't tell anybody

 

[geo_au]

The Prince's gardener just told me that we'll have an announcement on Friday. Don't tell anybody

Another extension which is already on the cards.

Go AVZ

 

[Xerof]

An important piece of this mess of a puzzle would be the outcome of the ICC case between COMINIERE and MMCS, over the 5% illegally granted to MMCS by our beloved Princess. COMINIERE really, really need this 5% back, to be able to cede 10% to DRC state, with the 15% remaining clear for us to be able to negotiate with DRC over (or worst case Zijin keeps it)

The last I heard was the parties had 90 days to come to an agreement, but nothing has surfaced.

Would anyone with Congolese connections other than Princes and self appointed entrepreneurs called William, like to make enquiries? Marius, Franck or Kiki might be able shed light on this (although things have gone frighteningly quiet over there since the Cabinet reshuffle)

 

[FilthyRich2]

Thanks TC, completely agree


Thanks TC, completely agree with your comments. Jan should be on top of the numbers (being AVZ’s accountant) but it would be interesting to try work out some new figures before him.

Regarding today’s news, there have been posts made here several times in the past about possible TO offers from the likes of Albermarle, BHP and FMG and the BOD not entertaining anything under $3.50…. Following today’s news on LTR, I suspect the BOD would be looking well above that now.

I liked the information by @FilthyRich2 on the a battery manufacturing plant and maybe CATH might be interested in it, not us. We are a mining company who will hopefully be producing in around two years…. Not sure why we would want to fuck around any more than we already have by being involved in battery manufacturing. Here’s the spod or pls, you do what ever you want with it, we’ve done everything so far and all you lot have done is slow up the process.

Not sure if CATH would even be happy about building a battery manufacturing plant in the DRC when they’ve already built them in China but who ever does it they have two years.

I love the way @Frank added more information on how the Chinese miners have ripped off the DRC immediately after your post, I added it straight to the thread with all the other info on how the Chinese have been ripping off the DRC…. Mostly info provided by Frank

Apart from that a couple of trolls posting something about me on here…. There’s a reason I ignore them, they have nothing to offer the threads other than trolling

A lot of posters don't understand the rules around SEZ eligibility in DRC , mining companies are not eligible for SEZ benefits in DRC, as they don't value add, however as we are processing the SC6 into PLS we are adding value to the mining of SC6 by conversion into PLS, we are eligible for inclusion in the SEZ to the extent of the PLS plant. The PLS plant ideally should be in a SEZ zone, but is currently not, so may be annexed under the Lubumbashi SEZ. The PLS plant is integral to the battery manufacture process, it needs to be completed before battery manufacturing is even piloted. Otherwise the SC6 from Manono needs to be sent to test lab in Canada and back to DRC. AVZ holds the technology for the PLS plant, and isn't likely to release the technology to others.

So we will effectively have a mining operation (outside of SEZ Eligibility and paying taxes at normal DRC rates) which then sells part of its product to a PLS facility (Bean counters , will note transfer pricing rules apply here, unlike corrupt Chinese, yes I am a bean counter like the Count and hung out at same watering holes , at the same time, so I may have met him) , the value add provided by the PLS plant (ie profit, will be eligible for a SEZ hopefully) , trusting that BOD has worked this out.

We kind of have a partial eligibility to be on the battery council, as we are integral part of value adding via PLS plant, ideally we could put PLS plant in Lubumbashi, to simplify, but BOD want jobs in Manono, that is PLS Plant 1 and 2, there is also a rumour of PLS plant 3, 4 & 5, no idea where they would be located. (but hopefully in SEZ zone in Lubumbashi or close by to spread the joy to the East of DRC)

The monster of Manono that we have will benefit the DRC via setting up these SEZ elibile plants close to adequate power plants (limiting factor as to why Manono only has PLS 1 and 2)

So whether we like it or not we are integral to battery manufacturing in DRC, its just that the MK2 battery council hasn't worked this out yet

Huge profitability in developing the PLS plants in DRC, forget the Liontown, offer , not only do we have the resource, we have technology ready to rollout to take advantage of the lowest cost production of batteries in the world, and expand within country, wherever their is suitable power stations and infrastructure. $12 plus share price is a reality , our offer to DRC government is they will get 20% of what we get as a shareholder in the Dathcom venture (10% Dathcom / 10% AVZ), Zero cost base, say equivalent

AVZ 350 Million Shares as part of 15% offer (10% holding) x $12 then double it for their direct holding (my calculator doesnt have enough digits to work out the bonanza DRC goverment is sitting on , but has utterly lost track due to corruption and incompetance)

 

[Charbella]

Another extension which is already on the cards.

Go AVZ

Another extension?

 

[geo_au]

Another extension?

The ML hasn't been awarded yet so clearly we will have another extension.

 

[MoneyBags1348]

A lot of posters don't understand the rules around SEZ eligibility in DRC , mining companies are not eligible for SEZ benefits in DRC, as they don't value add, however as we are processing the SC6 into PLS we are adding value to the mining of SC6 by conversion into PLS, we are eligible for inclusion in the SEZ to the extent of the PLS plant. The PLS plant ideally should be in a SEZ zone, but is currently not, so may be annexed under the Lubumbashi SEZ. The PLS plant is integral to the battery manufacture process, it needs to be completed before battery manufacturing is even piloted. Otherwise the SC6 from Manono needs to be sent to test lab in Canada and back to DRC. AVZ holds the technology for the PLS plant, and isn't likely to release the technology to others.

So we will effectively have a mining operation (outside of SEZ Eligibility and paying taxes at normal DRC rates) which then sells part of its product to a PLS facility (Bean counters , will note transfer pricing rules apply here, unlike corrupt Chinese, yes I am a bean counter like the Count and hung out at same watering holes , at the same time, so I may have met him) , the value add provided by the PLS plant (ie profit, will be eligible for a SEZ hopefully) , trusting that BOD has worked this out.

We kind of have a partial eligibility to be on the battery council, as we are integral part of value adding via PLS plant, ideally we could put PLS plant in Lubumbashi, to simplify, but BOD want jobs in Manono, that is PLS Plant 1 and 2, there is also a rumour of PLS plant 3, 4 & 5, no idea where they would be located. (but hopefully in SEZ zone in Lubumbashi or close by to spread the joy to the East of DRC)

The monster of Manono that we have will benefit the DRC via setting up these SEZ elibile plants close to adequate power plants (limiting factor as to why Manono only has PLS 1 and 2)

So whether we like it or not we are integral to battery manufacturing in DRC, its just that the MK2 battery council hasn't worked this out yet

Huge profitability in developing the PLS plants in DRC, forget the Liontown, offer , not only do we have the resource, we have technology ready to rollout to take advantage of the lowest cost production of batteries in the world, and expand within country, wherever their is suitable power stations and infrastructure. $12 plus share price is a reality , our offer to DRC government is they will get 20% of what we get as a shareholder in the Dathcom venture (10% Dathcom / 10% AVZ), Zero cost base, say equivalent

AVZ 350 Million Shares as part of 15% offer (10% holding) x $12 then double it for their direct holding (my calculator doesnt have enough digits to work out the bonanza DRC goverment is sitting on , but has utterly lost track due to corruption and incompetance)

This is what I like about this forum, when knowledgeable people like you share valuable information like this. Can't tell you how much I appreciate your information.... Nothing to do with corruption but really important for our processes and share price when coming out of suspension and moving forward again

Sincere thanks FR

 

[Remark]

The ML hasn't been awarded yet so clearly we will have another extension.

Thank you Captain Obvious

 

[tonster66]

The chinese are starting to blame the corrupt officials. The corrupt officials will start to detail the bribes of the chinese. Interesting times ahead. IMO

 

[wombat74]

An important piece of this mess of a puzzle would be the outcome of the ICC case between COMINIERE and MMCS, over the 5% illegally granted to MMCS by our beloved Princess. COMINIERE really, really need this 5% back, to be able to cede 10% to DRC state, with the 15% remaining clear for us to be able to negotiate with DRC over (or worst case Zijin keeps it)

The last I heard was the parties had 90 days to come to an agreement, but nothing has surfaced.

Would anyone with Congolese connections other than Princes and self appointed entrepreneurs called William, like to make enquiries? Marius, Franck or Kiki might be able shed light on this (although things have gone frighteningly quiet over there since the Cabinet reshuffle)

It's also going to give us an indication on how the ICC run their show and how the DRC respond to the ICC decision . MMCS got blown out of the water . It's clear cut . Why is it taking so long ?