AVZ Discussion 2022
- Thread starter GazDix
- Start date
Misfits
Regular
Its Me Mario
@kempy68
$AVZ I have been banging on about we should not acpt below ATH of $1.36. R we forgetting the TIN? This adds big $. ? is this not being put out in social media? We have the upgraded BFS too, so let’s call it $2.50 at a min. To suggest 67c is a slap in the face!
@KoBold
@RioTinto
8:32 PM · Mar 30, 2025
795
Views
Psychology 101…Make an obscenely low bid hoping the seller will take it but have in mind a higher price that they will buy the asset. BTW I do not trust the price in the article, no source, could be someone playing funny buggers to get a low price or just some no nothing pulling numbers out of their arse; best ignored.
Frank
Top 20
Flight 996 to Manono prepare for takeoff
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First of all....it's only a beginning base TO price. I was a few times involved in Take overs. My first TO was with CDV. First offer 46 cents by North Gold [ Russian ] . A few days later the Chinese come back with an offer of 60 cents. Then the counter offer by the Russians...67 cents... and it went on and on and finally got sold for 1.06 $. Everybody knows how valuable AVZ is...let's wait...it's all only the beginning of the bidding war and we got the last saying....
nice, that % increase will put us above $1.50 which is a bit more like it, they just need to add another $1 or some juicy royalties
Frank
Top 20
LOCKY82
Regular
Just read up on that bidding war, good result in the end it seems. There's a way for this to go could be very interesting see what happens between now and the hearing date. Maybe these players won't want the case to start and are positioning now?
Wow had a day off the forums yesterday and just done a catch up. Yesterday after @mute 22 put up the article in "The Australian " lots of angst and negativity. This morning much more positive i think
Not sure who Brad Thompson is or where he sourced the $ 1.5 B USD figure but there certainally was nothing said confirming his source of this figure.
We have no real idea of what the " royalty " entails but for all we know the $1.5 B lowball could be to reduce tax implications to DRC with a very attractive "royalty" which could make this in fact a very good deal. Point is we really have no idea and everything for now is speculation
Suprisingly no one seems to be focussing on the meeting on Tueday of Special Envoy Boulos, Kobold chief Kurt House and the fat boy himself. To me this is the most exciting thing for sure.
Kobold tied to US security seems to me most likely way forward. I do find it hard to see how Rio could enter in to the project with a stand alone offer and satisfy Felixs want for M23 resolution. Much more likely Kobold/Rio partnership
Anyway looking forward to Tuesday
Not sure who Brad Thompson is or where he sourced the $ 1.5 B USD figure but there certainally was nothing said confirming his source of this figure.
We have no real idea of what the " royalty " entails but for all we know the $1.5 B lowball could be to reduce tax implications to DRC with a very attractive "royalty" which could make this in fact a very good deal. Point is we really have no idea and everything for now is speculation
Suprisingly no one seems to be focussing on the meeting on Tueday of Special Envoy Boulos, Kobold chief Kurt House and the fat boy himself. To me this is the most exciting thing for sure.
Kobold tied to US security seems to me most likely way forward. I do find it hard to see how Rio could enter in to the project with a stand alone offer and satisfy Felixs want for M23 resolution. Much more likely Kobold/Rio partnership
Anyway looking forward to Tuesday
Bin59
Regular
Brad Thompson who is currently a reporter for the Australian, previously worked as a journalist for the Australian Financial Review, leaving them just 6 months ago,
He's probably making sh1t up to yank our chain . Could have been Tommy's bum chum for all we know .
Samus
Top 20
Way I see it, we can start talking at $5b USD. Royalties sounds like something as well.
I'd like to see us get some additional billions out of zijin, they can either pay fair and square or we sue the fuck out of them. It's all the same to me with the later infinitely more satisfying.
No compromise should be made in that regard.
I'd like to see us get some additional billions out of zijin, they can either pay fair and square or we sue the fuck out of them. It's all the same to me with the later infinitely more satisfying.
No compromise should be made in that regard.
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Carlos Danger
Top 20
It’s the same reporter that broke the original story that Trump administration wants AVZ to get paid in any deal for Manono
None of y’all were questioning his sources then lol
The 1.5b is extremely believable and on brand for KoBold. The real question is why on earth would Nigel be considering this enough to send representatives to the meeting. Would need to be the greatest royalty deal of all time, possibly ever, to get my vote.
If we are sending reps means Felix is up for it and this is not pie in the sky . April 10 anyone ? I'll go out on a limb here . This deal is baking in the oven as we speak . Maybe a sweetener to come ? Another $500mil -$Bil USD+ and the royalties . The royalties will be the kicker that brings it home . Felix needs a security deal . Manono has to be a Trump deal .IMO
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Flexi
Regular
All offers coming now will be way below the true value of the resource. It is as expected. They will try and get it as cheap as possible before the IICSD hearing begins. However as we near the start of the case they will up their offers closer to $10 billion because they know if the case begins, not only will the corrupt pricks be exposed, but the minimum starting price will become $10 Billion as they know our chances of winning the case are high. Some people say Congo is broke and cant pay, but who ever wants to mine the good stuff from the ground will first need to pay the fine to us, before they can begin mining.
My realistic expectations (and hope) is for a price around $2 US. But I will be pushing for $12.00 to cover pain suffering AND a public hanging of the GREEN WITCH and FAT LIPS in the Manono town square, this is non negotiable . All in my opinion .
My realistic expectations (and hope) is for a price around $2 US. But I will be pushing for $12.00 to cover pain suffering AND a public hanging of the GREEN WITCH and FAT LIPS in the Manono town square, this is non negotiable . All in my opinion .
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