AVZ Discussion 2022

[hedrox]

Pedro...the upper estimate when fully drilled out is 1.2 BILLION Mt reported in announcements by AVZ in 2018......

View attachment 81550
I think this was a very conservative exploration target...my guess, fully drilled out, AVZ could reach easily the 2 BILLION Mt measured resource.....and here is why.

That's where we are.... View attachment 81551
And where are the upsides of Manono ?

Lets talk Carriere de Este pegmatite...Zijin must know that the northern part isn't a dud, they did their homework as well { AVZ did as well } The Mica story of Nigel...I take that with a grain of salt in that twisted situation at that time....Carriere de Este might have even a bigger resource than RD. RD is much smaller of size. I am surprised not to see any drilling results of Zijin yet.

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And there are plenty of undrilled Pegmatites on AVZ's tenements...

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View attachment 81557 View attachment 81560 AVZ only drilled to the depth of about 250 m, if I remember right...
But the actual depth of the deposit is 615 meter.....thats about 350 m of possible resource on top!
View attachment 81558
View attachment 81559 open at depth....I repeat.....OPEN AT DEPTH

And here is my last reason why I believe our actual resource could be in the 2 Billion Mt...

The lakes...which covers a big portion of AVZ's tenement...
View attachment 81561
What will be underneath?...AVZ mentioned earlier they will explore that....but never did.
Historical drilling, before AVZ got Manono, suggests that there is another massive dipping ore body under water. Once Roche Dure is mined, all the water can be drained into the Roche Dure pit and another pegmatite will be on surface....Bingo
Ok...this are all only indicated possibilities...but I reckon you will get the drift.
2 billion Mt Lithium is not out of reach...IMO
And here we are....What is AVZ worth? That's the big Question now,

 

[LEFOOL]

Love reading this. Always nice to be reminded of why I got into this, and why it's worth holding on for the right outcome.

It does make me feel like whatever deal we end up with would be structured to maintain some sort of exposure to those future benefits, because Nigel for sure is pushing to see full value for the project, not just the measured resource.

Or we push on with CATH and participate and in a battery behemoth that crushes the ex-DRC lithium market and leaves all western auto makers in the dust because they tried to screw AVZ with a tight-arse deal.

US has exempted lithium from Tarifs I believe. They can decide if they want to pay $15B* for the raw materials to drive their vaunted industrial re-revolution, or $100B in tariffs on imported cars and batteries.

Your move Yankees.

*rough figure working backwards from $12/share

Enough with that $12/sha... Oh you know what FUCK IT!

$12/share it is then!!!! LFG!!!!

 

[Dazmac66]

Absolutely awesome posts there Hedrox!! This info should be plastered all over SM and sent to Kobold, Rio Et al! Has there ever been an estimate placed on the tin reserves in Manono?

$12 Us, not a cent less!

PS Cool Spike - its on!

 

[Goldenboy]

Enough with that $12/sha... Oh you know what FUCK IT!

$12/share it is then!!!! LFG!!!!

$12$12

 

[Frank]

Not at all Daz and yes, I'll most certainly take you up on that offer. As my wife would attest, I never say no to a free beer..

Love to have it happen sooner rather than later but I'm not holding breath.

@Frank @JAG Sunday papers just arrived

https://x.com/AuSamus/status/1908759676134842815

https://x.com/JAG80059733/status/1908777012753510468

 

[Jazz]

Channel 7 spotlight tonight, 8:40 I think.
Story about battery minerals mining and processing, environmental damage etc. Be interesting if zijin gets a mention.

 

[Jazz]

Was someone looking for this a few days ago?

 

[Frank]

View attachment 80984

https://x.com/lithiumanalysis/status/1906829436424724870

https://x.com/emil_jens/status/1908177410190700906

 

[Roger2018]

Imagine trying to sell a one of a kind car in a private deal saying it's an incredible car and you'll only accept top dollar for it, then simultaneously your co owners are on a worldwide public platform talking smack and saying I cant want to get rid of this thing and get out of this absolute nightmare

It doesn’t matter, I'd expect top 20 will be calling the shots.

 

[tonster66]

It doesn’t matter, I'd expect top 20 will be calling the shots.

There is a lot of chinese in the top 20, they wont give it away

 

[hedrox]

Absolutely awesome posts there Hedrox!! This info should be plastered all over SM and sent to Kobold, Rio Et al! Has there ever been an estimate placed on the tin reserves in Manono?

$12 Us, not a cent less!

PS Cool Spike - its on!

Exploration upside will be defiantly talked about on the negotiating table...and I am sure Nigel got plenty to say to that

 

[Jazz]

Was someone looking for this a few days ago?

View attachment 81572

@CHB

 

[Mr Inappropriate]

Was someone looking for this a few days ago?

View attachment 81572

I think this one might be the one you’re after - is has more expansive SP calcs.

 

[Mr Inappropriate]

I think this one might be the one you’re after - is has more expansive SP calcs.
View attachment 81580

This is why we should not be rolling over for a few dollars a share. It’s worth a shit-load.

 

[Jazz]

This is why we should not be rolling over for a few dollars a share. It’s worth a shit-load.

Yes it’s worth a shit-load, but it’s important to remember we are currently a long way from the stage these figures are based on.

 

[JNRB]

Yes it’s worth a shit-load, but it’s important to remember we are currently a long way from the stage these figures are based on.

Yeah... but that's why there's metrics like NPV on there

 

[CHB]

I think this one might be the one you’re after - is has more expansive SP calcs.
View attachment 81580

Without recalculating everything and if i'm understanding correctly

NPAT Dathcom share $1,886,159,299 ($1.9b) for 10mta which from memory was on the cards already.

5% royalty is $94.3M divied up by 3.6B shares - 2.6c per share? Is that the general calculation?

 

[Frank]

Channel 7 spotlight tonight, 8:40 I think.
Story about battery minerals mining and processing, environmental damage etc. Be interesting if zijin gets a mention.

No mention of those thieving Bastards Zinjin,

But it was a Real Eye Opener that's for sure

No wonder they ( China ) wanted to get their Grubby little hands on Manono

Would allow them to do the same with our Lithium Industry as they did with our Nickel Miners

Basically Flood the Market - Put everyone else / competition out of business - Stuff the lot of you

If other Lithium Co / Stocks on the ASX think they're doing it tough atm, better pray Rio comes to rescue AVZ asap

*Not China - Otherwise it's Game Over imo

Food for thought

Frank

 

[Jazz]

No mention of those thieving Bastards Zinjin,

View attachment 81587

View attachment 81585

But it was a Real Eye Opener all right

View attachment 81586

No wonder they ( China ) wanted to get their Grubby little hands on Manono

Would allow them to do the same with our Lithium Industry as they did with our Nickel Miners

Basically Flood the Market - Put everyone else / competition out of business - Stuff the lot of you

If other Lithium Co / Stocks on the ASX think they're doing it tough atm, better pray Rio comes to rescue AVZ asap


View attachment 81591

*Not China - Otherwise it's Game Over imo

View attachment 81590

View attachment 81588

Food for thought

Frank

I don’t think they mentioned the name of any of the companies involved. Was a bit strange, they just kept saying “the company” when speaking about the Chinese operators.

 

[Frank]

https://x.com/batten_von/status/1908617881098870886

https://x.com/brendo726/status/1908791282492989457