AVZ Discussion 2022

[Scoota30]

im still lurking

Just for a laugh and some fun I thought I'd try and dig up some more of these posts, just about broke my heart though knowing how long it's been.

Many, many, many variables have already changed as it's been 2 years, and again this is all theoretical and IMO/Napkin math with assumptions, but things to consider:

- New updated BFS
- Hydroxide plant study completed (still not released to market?)
- Latest RD drill results could mean a better pit optimisation earlier on to improve financial metrics
- CDL as we all knew is just as big if not bigger than Roche Dure
- 2x 10mtpa plants down the line
- Lithium market is in a "lull" at the moment but we are still very early in the S curve of growth
- Further exploration pushing total resource to +1B tonnes
- The long awaited Manono SEZ

$12AUD for 66-75% total ownership IMO would be locked in for 20mtpa operation, with upwards of/to $15AUD being achievable with further growth (7-10 years from start of first production). Talking some wild Market caps there, but if you've got 1x single project that is a licenced printing machine for 30+ years....

 

[cruiser51]

Anyone have a good source for SC6 pricing? Can never find anything. Google saying 4000usd/tonne but I thought it was lower?

Spodumene Concentrate Index(CIF China) price today | Historical Spodumene Concentrate Index(CIF China) Price Charts | SMM Metal Market

SMM brings you current and historical Spodumene Concentrate Index(CIF China) price tables and charts, and maintains daily Spodumene Concentrate Index(CIF China) price updates.

www.metal.com

Lithium spot price: Energy-storage cells prices hold ground while lithium carbonate keeps dropping

The price of battery-grade lithium carbonate in China continued decreasing in November. As of November 30, spot prices dropped to RMB 126,000-134,000/MT, averaging RMB 130,000/W at the month’s end, a 20.5% month-on-month decrease.Price declines for LFP energy-storage cells in China slowed down...

www.infolink-group.com

 

[BEISHA]

Just for a laugh and some fun I thought I'd try and dig up some more of these posts, just about broke my heart though knowing how long it's been.

Many, many, many variables have already changed as it's been 2 years, and again this is all theoretical and IMO/Napkin math with assumptions, but things to consider:

- New updated BFS
- Hydroxide plant study completed (still not released to market?)
- Latest RD drill results could mean a better pit optimisation earlier on to improve financial metrics
- CDL as we all knew is just as big if not bigger than Roche Dure
- 2x 10mtpa plants down the line
- Lithium market is in a "lull" at the moment but we are still very early in the S curve of growth
- Further exploration pushing total resource to +1B tonnes
- The long awaited Manono SEZ

$12AUD for 66-75% total ownership IMO would be locked in for 20mtpa operation, with upwards of/to $15AUD being achievable with further growth (7-10 years from start of first production). Talking some wild Market caps there, but if you've got 1x single project that is a licenced printing machine for 30+ years....

View attachment 52339

Well Mick, just as well you have tempered your expectations, blown away and disappointed ( not "dispointed" you dick head ) are very apt descriptions for what has transpired in the last 19 months.

20mtpa......

Reality.....

 

[BEISHA]

Spodumene Concentrate Index(CIF China) price today | Historical Spodumene Concentrate Index(CIF China) Price Charts | SMM Metal Market

SMM brings you current and historical Spodumene Concentrate Index(CIF China) price tables and charts, and maintains daily Spodumene Concentrate Index(CIF China) price updates.

www.metal.com

View attachment 52343

Lithium spot price: Energy-storage cells prices hold ground while lithium carbonate keeps dropping

The price of battery-grade lithium carbonate in China continued decreasing in November. As of November 30, spot prices dropped to RMB 126,000-134,000/MT, averaging RMB 130,000/W at the month’s end, a 20.5% month-on-month decrease.Price declines for LFP energy-storage cells in China slowed down...

www.infolink-group.com

View attachment 52348

AVZ.........rock solid steady

 

[CashKing]

View attachment 52350


View attachment 52351

AVZ.........rock solid steady

Maybe they know AVZ/MANONO is COMING. That’s always in the back of my mind..

AVZ / Manono will disrupt the market.

Good or bad Good if you have what we have

GLTAH

 

[Xerof]

If (when) we get this, those nice people in China will be repaid for their co-operative stance in so many ways...........they can stick to their local lepodite and other substandard, non 1.6% spec sources, pay a decent premium for what little product we may send their way, whilst we supply the west with quality product for quality batteries, employ DRC locals and pay them a decent wage. That'll cause riots at the existing china mines in the DRC

Oh sorry, just transitioning from dreamtime to wakefulness, but you get the picture

 

[Uglybob]

It's the 20th Dec. In 12 or so hours the fun will begin in DRC with the election and is there something happening through the courts too? I haven't been following everything quite as closely since the AGM as the outcome will be the same regardless of how well informed I am, plus I needed a break from the flow of bad news (real or otherwise). But things seems things have taken a turn for the better in the last few days. Keep the good news rolling!

 

[Misfits]

Anyone else hearing we had a good win in the courts yesterday and the MMGA clowns (suing our BOD) legal team were embarrassed?

 

[Cumquat Cap]

Jens posted overnight that they got rejected on both counts - to instigate a court case and to supeona our BOD's answers at the AGM. Not sure if true but he had a friend attend and confirm - wait for an ann I guess

 

[Earlyspeed]

Hopefully Santa is busy packing into his sack a whole heap of ICSID injunctions for us good AVZ shareholders AVZ's legal strategy is starting to bank up some wins and increase our leverage and bargaining position.

 

[Remark]

I'm loving the posts bagging out on Cominiere on X.

Keep up the good work @JAG, hilarious stuff

https://x.com/cominiereSA/status/1737044125554229334?s=20

 

[j.l]

 

[j.l]

 

[Cumquat Cap]

Wonder if we get an ANN regarding the Fat Tail suckas

 

[Hodlandwin69]

Someone probably asked before, but does anyone know why DLA didn't offer litigation funding, they are obviously all over the case and know its merits, why seek external funders?

(DLA do have a litigation funding side business)

 

[Cumquat Cap]

Surely conflict of interest given familiarity with our plight - not sure they could do both being representing us then providing lit funding (with interest rates commensurate to risk etc)

 

[hedrox]

 

[Thaz]

Kiki is a legend!

 

[Randenj]

Little video summarising the issues in DRC elections from the slightly more trustworthy Al-jazeera.....
https://www.aljazeera.com/program/newsfeed/2023/12/19/whats-at-stake-in-the-drc-election

 

[Cumquat Cap]

Jesus it is dire under Felix' leadership over in the Congo.

People are now well aware there are corruption at highest levels of government as we have easily uncovered ourselves.

Bring on a financial settlement please