AVZ Discussion 2022
- Thread starter GazDix
- Start date
Mute22
Regular
Kobold wantsI only give this number any credit because elphamale has posted so much good analysis in the past. But if 6B is the number Kobold etc want to work towards then I'd still be expecting royalties alongside that.
- palatable purchase price for yanks (/rio)
- they still get the geopolitical strategic advantage they're after with lithium access
- AVZ holders get to share in the profit and upside exposure to lithium price recovery over coming years.
Not gonna type it out again, but subbing that into my earlier, very sophisticated, formula
...(x*y)=$12/share
Funny, same result
I know a lot of peeps just want payout but BoD has to go for best value overall, and that may well be one where upfront purchase price is offset against earnings in the future. Its more or less what our pathway with CATH is too, and most people were pretty excited at the option of 50% ownership of a processing plant.
If we were gonna get screwed over, IMO it would have happened already. NF et al doing great job of holding form for the best outcome for Shareholders.
I want to buy the house next door for $20.
I don't want the garden, but want the owners to be fairly compensated.
Spikerama
Regular
Cmon Spike. It’s Friday night.
Oh I get ya. It was a joke. My bad.
Agree unfortunately! at least its at the pointy end of this! FFS been in for 7 yrs now!
LEFOOL
Regular
Talking about chickens.... KFC for dinner tonight boys SOUTH SYDNEY TILL I DIE !!!! LFG !!!!
Bunnies for ever born and breadTalking about chickens.... KFC for dinner tonight boys SOUTH SYDNEY TILL I DIE !!!! LFG !!!!
Something else that came back to me while reading another article on critical minerals: US has already used the Defense Production Act to enable military support of critical minerals objective.
Im no legal scholar so don't the direct impact of this, but it shows the US has already taken serious steps towards tying military objective to strategic mineral objective, which I assume helps whatever framework theyre looking to develop with DRC.
OK, let the Friday Funnies resume
Im no legal scholar so don't the direct impact of this, but it shows the US has already taken serious steps towards tying military objective to strategic mineral objective, which I assume helps whatever framework theyre looking to develop with DRC.
OK, let the Friday Funnies resume
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David Krappenschitz
Regular
you two know something?that's true
or just spreading some general wisdom?
It would be nice to get some confirmation of big Nige in some of these discussions.
Mr_Tones83
Regular
"How the U.S. will operate in Congo is unclear, but Boulos suggested that U.S. companies will be involved.
"Rest assured, American companies are operating transparently and will stimulate local economies. These are multi-billion-dollar investments," he said."
"Rest assured, American companies are operating transparently and will stimulate local economies. These are multi-billion-dollar investments," he said."
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