AVZ Discussion 2022

[Remark]

Btw it looks like RD and CdL is flooded again.

Without ML no need to keep it pumped dry and this way nobody can mine it in a massive way, without getting wet feet.

Never underestimate the Chinese, using locals with snorkels would not surprise me

 

[Dazmac66]

Just curious in case we can get out of this sh*t hole,( big IF) what will be your next play ?

Term deposit!

 

[cruiser51]

Never underestimate the Chinese, using locals with snorkels would not surprise me

Maybe they issue steel capped wellington boots.

 

[Winenut]

Can anyone explain what happens in a buy out? Do they buy our stock for $12 or do they buy the company we have ownership of for the value of $12 a share? And if the latter, does this mean we need to list again on the ASX? But our value is based cash? Is that right? I

I expect it would be something like that but it's just an educated guess

The asset of value is the interest/shares in Dathcom

If someone were to buy that interest for a cash amount I expect the beneficiary would be AVZI (who own the shares in Dathcom)

AVZI is a wholly owned subsidiary of AVZ so could kick the cash up to them

AVZ would then (I expect) be valued by the market at pretty much the equivalent of it's cash balance

AVZ "could" decide on pursuing other interests as a mining company (in which we would be holding shares) or AVZ "could" decide it's had efuckingnuff of the whole game, liquidate the company and distribute the net proceeds to shareholders and we all ride off happily into the distance with a bunch of cash

If I have any parts of that "theory" competely fucking wrong more than happy to stand corrected

Cheers

 

[Azzler]

Just curious in case we can get out of this sh*t hole,( big IF) what will be your next play ?

Spending my fortune on therapy to recover from this fucking trauma!

 

[Winenut]

Just curious in case we can get out of this sh*t hole,( big IF) what will be your next play ?

Property....

 

[TheCount]

Just curious in case we can get out of this sh*t hole,( big IF) what will be your next play ?

REIT.
8% return with no income tax to pay...

 

[cruiser51]

Property....

You might be able to buy Camp Colline and lease it to Jin Cheng

 

[Cumquat Cap]

REIT.
8% return with no income tax to pay...

Which one is your favourite mate?

 

[Cumquat Cap]

Never investing in Africa if this comes out positive. On key consideration I’ve come to realise with geo risk is the potential partnership pool for countries like the DRC. Unsavoury partners are usually happy with this level of risk and just hope avz can circumnavigate this currently. Hopefully with no China involved at all

 

[Ben_Jovi]

Btw it looks like RD and CdL is flooded again.

Without ML no need to keep it pumped dry and this way nobody can mine it in a massive way, without getting wet feet.

Lets hope the frogs dont infest it again

 

[TheCount]

Which one is your favourite mate?

I'm in GDI right now.

Been eyeing off BWF due to the buy-back but with it's suspiciously high yield I haven't pulled the trigger..

AOF and GOZ have good yields but not the same tax benefits..

TC.

 

[Pokok]

Spending my fortune on therapy to recover from this fucking trauma!

Book me a seat for my retirement party .

 

[wombat74]

Just curious in case we can get out of this sh*t hole,( big IF) what will be your next play ?

I don't need anything .......

 

[Winenut]

Anyone lucky enough to be on OSX today?

 

[Xerof]

Anyone lucky enough to be on OSX today?

Obviously not mate, but I would have sold at .75 if I had been holding

 

[BEISHA]

There's a few ways it can be done

Given that most likely the buyer will be Chinese they will buy our 75% of Dathcom as FIRB won't allow them to take over AVZ on the ASX

It will then be up to management how to proceed. Either wind up the company and pay out all cash as a special dividend or pay out some cash and continue operations with a new tenement in another country like a totally random example of Tanzania

Obviously if buyer is not Chinese or from another hostile state then they would most likely just buy us out on the ASX without the need for us to trade again but that is extremely unlikely

Either way 'shareholders would have to sign off on the deal and ot (sic) would have to be commercial - that is we get money' according to the dear leader but that was said privately only to select shareholders lmao

I understand the theory Carlos about China TO of Dathcom not AVZ aka FIRB, but i highly doubt Australia / West are going to allow that to happen given the strategic nature of Manono.

I can see a European / US TO being successful given the rest of the world is looking to capture supply chains outside of China, that would make sense, but allowing China to capture Manono, makes no sense at all........bat shit crazy if you asked me!

 

[BEISHA]

Actualité | Composition du gouvernement: la loi du nombre | mediacongo.net

Deux mois après le début du deuxième mandat du président Félix Tshisekedi, les congolais attendent avec impatience la nomination du nouveau...

www.mediacongo.net

( right button click english translation )

Almost 3 months since FT won the election via fake landslide, composition of Government still not formed.

 

[oxxa23]

Just curious in case we can get out of this sh*t hole,( big IF) what will be your next play ?

One capital manager I know of does direct asx 200 shares portfolios for investors.... they buy say a dozen top 200 stocks, then they sell options on those shares and collext dividends.... nets about 13% income yield and usually growth of modest amounts....

 

[TDITD]

Literally me at FIRB headquarters if Zijin offer $12 a share for the 75% of Dathcom which is accepted by the bod and it receives shareholder approval but FIRB block it
View attachment 59960

20,000 AVZ Shareholders in Panda suits storming FIRB HQ!