AVZ Discussion 2022

So now I'm down a rabbit hole on Royalties :ROFLMAO::ROFLMAO::ROFLMAO:
Please share your wisdom with us when you are done and what you think would be a reasonable estimate of royalties
 
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BRICK

Top 20
Jeeze feel like we are in a gangbang.

Getting fucked by everyone, even our own countrymen.

Just goes to show the significance of the resource.
Look actually the real question is,

Will we reach 3000 pages of thread before a deal is cut?
🧐
 
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This also contradicts Graeme's LinkedIn post
 
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Winenut

Go AVZ!
What is concerning is "if all goes well AVZ could on-sell the Manono interest for UP TO 1.5BILLION"
Up to?!?!
Wtaf
Totally agree

That's just a seriously fucked up and wrong and broken number to have published IMO
 
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Mute22

Regular
The fact the article has no source is very telling.

This could just be an outcome the journalist came to themselves on the back of a napkin.

Most likely, RIO is leaking lowball offers to build a narrative, to what end? It's all part of the games being played to lower expectations.

The FUD agents are going to have a field day.
 
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BRICK

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This is about as low-balled as a 90 year olds low balls.
 
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Winenut

Go AVZ!
Please share your wisdom with us when you are done and what you think would be a reasonable estimate of royalties
Happy to share something but not sure I'd go so far as to call it wisdom :rolleyes:
 
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AVZ and KoBold representatives want to nail down a deal on the future of the southern portion of the Manono deposit from the talks starting on Tuesday. If all goes well, AVZ could on-sell the Manono interest for up to $US1.5bn ($2.38bn) plus a royalty. But there is no assurance of any outcome, favourable or otherwise.
$0.675 AUD per share + royalties.

Sounds like we get royally screwed, I really hope that's not true. I would rather go to court.

Is this RIO buttering up a lowball offer?

Maybe this is what RIO has put forward, but I really hope NF isn't entertaining this.
0.47c after tax

Surely 'AVZ representatives' aren't considering this as it is well below Nigel's minimum valuation of $2.5b USD at the AGM

That isn't a commercial enough offer to win the required shareholder vote even with a royalty imo
 
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Winenut

Go AVZ!
0.47c after tax

Surely 'AVZ representatives' aren't considering this as it is well below Nigel's minimum valuation of $2.5b USD at the AGM

That isn't a commercial enough offer to win the required shareholder vote even with a royalty imo
Stupid low ball shit but the tax outcome (whatever the sale price) will vary from holder to holder depending on how it's held, where it's held, personal circumstances, income levels, size of holdings (so resulting potential profit size), whether it's a share sale attracting CGT rules and possible 50% discount etc etc

But prima facie 67.5c is just fucking bullshit and I agree nowhere near commercial enough to get shareholder suppot
 
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JNRB

Regular
Totally agree

That's just a seriously fucked up and wrong and broken number to have published IMO
I went back and re-read it and we're all getting worked up over a simple misunderstanding.

Clearly what heas saying is 1.5B per share, which i am ok with.
 
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BRICK

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I went back and re-read it and we're all getting worked up over a simple misunderstanding.

Clearly what heas saying is 1.5B per share, which i am ok with.
Or the decimal point is in the wrong place and it’s 15. Billion
 
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Winenut

Go AVZ!
Is it April 10th yet???......
 
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Randenj

Member
Is it April 10th yet???......
No but it is April 1 this week. Maybe the 1.5b was a leaked April Fool story ......... ??
 
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Stupid low ball shit but the tax outcome (whatever the sale price) will vary from holder to holder depending on how it's held, where it's held, personal circumstances, income levels, size of holdings (so resulting potential profit size), whether it's a share sale attracting CGT rules and possible 50% discount etc etc

But prima facie 67.5c is just fucking bullshit and I agree nowhere near commercial enough to get shareholder suppot
I was talking about the company tax on sale of the asset

I'm aware of the various personal tax implications

There has been some talk of DRC waiving it but that seems extremely unlikely given the constant accusations of speculation over the years and even if we sell through GLH (unlikely because of Dathcom shares being tied to AVZI under affiliated company rules in Dathcom JVA) or AVZI there will still be company tax payable to either Singapore or Australia imo
 
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ptlas

Regular
Jeeze feel like we are in a gangbang.

Getting fucked by everyone, even our own countrymen.

Just goes to show the significance of the resource.
It's all just games.
So now I'm down a rabbit hole on Royalties thanks to RIO and the Australian and a US Special Envoy :ROFLMAO::ROFLMAO::ROFLMAO:
More games.

Only believe what AVZ says.

The rest is just grifters grifting.
 
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ptlas

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Frank

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NF's inbox tomorrow.

pizza fire GIF
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1743333673499.png

 
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j.l

Regular
$0.675 AUD per share + royalties.

Sounds like we get royally screwed, I really hope that's not true. I would rather go to court.

Is this RIO buttering up a lowball offer?

Maybe this is what RIO has put forward, but I really hope NF isn't entertaining this.
Maybe as compensation for the north.

Sounds a bit like what was mentioned around the time of the convertible note raise.
 
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Frank

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1.5bn. Don’t bother sending anyone to the DRC Nigel. You can tell them to get fucked just as well over the phone
My favorite fuck off memes!.png
 
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Winenut

Go AVZ!
I was talking about the company tax on sale of the asset

I'm aware of the various personal tax implications

There has been some talk of DRC waiving it but that seems extremely unlikely given the constant accusations of speculation over the years and even if we sell through GLH (unlikely because of Dathcom shares being tied to AVZI under affiliated company rules in Dathcom JVA) or AVZI there will still be company tax payable to either Singapore or Australia imo
Gotcha

Yeah saw it was 30% tax but wasn't sure if that was DRC tax, Oz Corp tax rate or a bit of an "average" for say a personal shareholder

Would like to see some tax relief in any deal but how that would be done (or could be done) I don't have a clue:rolleyes:
 
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