AVZ Discussion 2022

Winenut

TSE IS FUCKED BY TROLLS
I love Felix
I love Trump
I love Bezos
I love Gates
I love CATH
I love the Nige
I like Zijin if they cough up about US$3b
I sort of maybe like Celestin a tiny little bit almost......

That's it....I can't do anything more
 
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Winenut

TSE IS FUCKED BY TROLLS
I think Gus was calling the dickwit out for his bullshit, not the other way round. Gus is correct in saying it's never been over USD1, so how the fuck could the dickwit be losing

Leave Gus alone, he's on our side all the way
Yes August is calling out the other dude and his "supposed" loss position 100%
 
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Dave Evans

Regular
An announcement, but not one mention of Kobold. Even more interesting...

View attachment 84109

I’m just trying establish a few areas relating to the recent announcements.

KoBold and AVZ have agreed for KoBold to buy AVZ out

IMG_9211.jpeg


uYbGPl8q_bigger.jpg


KoBold Metals
@KoBold_Metals

May 8
Thanks @SecRubio, @US_SrAdvisorAF, & @Presidence_RDC for opening doors for US investment. @KoBold_Metals & @AvzMinerals agreed on a framework for KoBold to buy AVZ’s interests in the Manono lithium deposit in the DRC. We’ll make America & DRC safer, stronger & more prosperous

https://x.com/AugustCohen4/status/1920173293048402074

Augie then chimes in saying things are still a few months away

August V
@AugustCohen4

#DRC $AVZ: It's official. And a big deal. It's almost over AVZ retail. Just a few more months to liberation day! Fingers crossed we gringos can get #DRC and Rwanda to end their long running conflict, make a lasting peace, and re-start trade so everyone can benefit from trade and investment. #Congo#Critical minerals


And finally AVZ provides confirmation of an MOU between the US and DRC. In the meantime I’m reminded of the MOU’s we had for a SEZ Agreement and the Mpiana Mwanga power station with the DRC. But whatever, we’ll just go with the current MOU and because this one includes the US we’ll give it a little more credibility

IMG_9215.jpeg


Okay let’s try and put all the above in order
🧐 🤔 💭

KoBold buying us out, not including us in the development ✅

According to Augie Cohen it’s months away before we have any actual conclusion ✅

In the meantime sweep everything about the corruption under the rug ✅

Sounds just like the Ned Flanders parenting style

IMG_9220.jpeg


And in case anyone forgot,

The DRC is desperate for protection against Rwanda

The US is desperate for critical minerals

KoBold is desperate for Manono and said they may partner with Rio Tinto, and they also approached us

So the DRC, US and KoBold are all desperate for a Minerals For Security pact

We have litigation funding and all ICC and ICSID rulings in our favour, and yet it seems they all want AVZ to make the concessions
 
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Remark

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cruiser51

Top 20
I swear some people want us to get fuck all for this
Stralia for Stralia, the yanks think the entire world is theirs, because they make bigger bombs.

The don had to be explained that Canada, same as the White House and Buckingham Palace, is not for sale.

He burped, farted and showed his false teeth in response, at the end of the day he is a show man overdosed on carotene.
 
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Xerof

High Hopes 1994
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mikejoho

Regular
Sir Les…‘AFAIK Shane never shorted or bet $AVZ would fail, that’s just another fiction on a guy you’ve likely never had a conversation with’

So…. A fictional guy referring to another guy, who is actually the same guy as the fictional guy, lecturing another guy about fictional conversations with a guy.

Anyway….Carry On…(Up The Tanganyika)
 
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cruiser51

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I think Gus was calling the dickwit out for his bullshit, not the other way round. Gus is correct in saying it's never been over USD1, so how the fuck could the dickwit be losing

Leave Gus alone, he's on our side all the way
Just a minor thing, Manono reserves have been updated since AVZ was delisted
 
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LOCKY82

Regular
I think Gus was calling the dickwit out for his bullshit, not the other way round. Gus is correct in saying it's never been over USD1, so how the fuck could the dickwit be losing

Leave Gus alone, he's on our side all the way
I suppose said dickwit might have made a mistake in the excitement of it all and your mate gus came in to let him know
 
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wombat74

Top 20
If Nigel postpones the ICISD it means he is confident a deal is in the bag . If the ICSID goes ahead he's not confident. Only 3 weeks to find out .
1746767928361.png
 
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Shire

Regular
I wonder if AVZ had to hose down the announcement from KoBold a little with the non-binding comments …. I’m sure they’re getting a lot of ‘what the farks?‘ from CATH.
 
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webclever

Member
Not sure how I feel about the AVZ update — feels a bit underwhelming. Maybe I’m just being impatient after three years of this mess.
Either way, I’m stepping back from social media for a bit. Hope everyone enjoys their weekend. Fingers crossed for another update in a couple of weeks.
 
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Skar

Regular
The don had to be explained that Canada, same as the White House and Buckingham Palace, is not for sale.

He burped, farted and showed his false teeth in response, at the end of the day he is a show man overdosed on carotene.

That... or he was intentionally obnoxious/sensationalist so that other countries would push back and instil weak left leaning leaders he could utterly decimate in trade negotiations... like he just did with the UK. Do you think he wanted to negotiate with Poilievre or Carney.

Edit: there is a reason he never endorsed any right leaning foreign parties (he has to negotiate with them later if he does).
 
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Here is a post I hope you will find interesting as I asked Grok and ChatGPT about their analysis of the situation.

KoBold reportedly has $1B USD in cash now, prepared to invest that into Manono according to the numerous news articles.
That would translate into 0.43 AUD/share, far below AVZ's "fair value". If Nigel and the team truly are negotiating towards a "fair value", it would equate to a higher price.
I did some research with Grok (X AI) and ChatGPT because I was interested in their analysis. What I find interesting about their analysis is that it has changed a lot since the last time I asked. Around December this year, I wrote a bit with Grok, and it believed a takeover (TO) would be put around 0.30–0.40 cents/share. Even though the price/share is still undervalued in my opinion, it shows that we are going in the right direction with a resolution hopefully within 6–12 months, IMO.

Grok believes fair value sits between 1.35–1.50 AUD and believes this will be the TO price.
ChatGPT believes fair value is 0.70–1.00 AUD with a TO in this area as well.
For curiosity's sake, I used the AI to calculate what different TO cash offers would result in price/share:
  • 1B USD = 0.43 AUD
  • 2B USD = 0.85 AUD
  • 3B USD = 1.28 AUD/share
  • 4B USD = 1.70 AUD
  • 5B USD = 2.13 AUD
I also asked Grok to find out how this could get financed if we were to receive a 4–5B USD TO since KoBold currently lack the reqcuired cash for such a deal. Here is the analysis:


Most Likely Approach
KoBold will likely use a combination of strategies. A realistic scenario might involve:
Raising $2–$3 billion USD through a new equity round, leveraging their high-profile investors and the strategic importance of lithium.
Securing $1–$2 billion USD in debt or government-backed financing, especially if U.S.-DRC negotiations progress.
Partnering with a major miner or battery company for the remaining $1–$2 billion USD, sharing the project’s risks and rewards.
Is this the part where CATH comes in, LOL?


Finally, I also asked if Grok and ChatGPT believe KoBold will offer more than 1B USD for curiositys sake?

REPLY
Yes, KoBold is likely to offer more than $1 billion USD for AVZ Minerals' 75% stake in the Manono lithium project. The current $1 billion USD offer is significantly below the estimated fair value of $5.15–$7.09 billion USD, which could lead to backlash from AVZ shareholders. Shareholder unrest and threats of a class action lawsuit may pressure KoBold to increase their offer to avoid delays or legal challenges. The DRC government might also push for a higher amount to approve the deal, given the project's strategic importance. KoBold’s financial capacity and strategic motivations, backed by U.S. government support, make it feasible for them to offer $2–$4 billion.
Hey mate, for fun can you ask the ai if it is likely to include Kobold shares in the deal? I think that would be pretty sweet.
 
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Spikerama

Regular
Hey mate, for fun can you ask the ai if it is likely to include Kobold shares in the deal? I think that would be pretty sweet.

Hey mate, for fun, why don't you fucking ask it? You know... just for fun. That would be pretty sweet.
 
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G'day Lollipop,

I'm pretty sure the $1billion is to invest in building the mine, not to buy us out. Please check.

Cheers,
Nells xx
Yes this is how I interpreted it. In the mining industry "investing" has different connotations and implies development above ground.
 
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Yaseen

Regular
Todays ann is obviously just a forced ann to combat all the emails/calls they would of been getting demanding an update. It's a whole lot of nothingness, with nothing in it we didn't already know.

All I read into it is, yes yes the yanks security for minerals bs that the fat fuck is pushing for to save his rotten corrupt arse is a wonderful thing if we can make some money out of it and it also clearly helps corrupt billionaires in America exploit Africa a bit more too, so we are trying to nut out a deal with Kobold who are throwing typical slimey opportunistic lowball Gates offers at us right now that are attached with some snakey clauses, so there is no offer that we've accepted yet but talks are continuing, and we are not stupid, so we are attempting to keep good relations with CATH at the same time in hope those traitors might put in a counter offer.

The wait continures, but well played Nige.

Ohhh oops, I mean Felix is not corrupt and hasnt embezzled $8b in bribe money into offshore accounts that have been frozen, Gates is not a psychopath who has already killed thousands of Africans, CATH have been great partners who definitely handed over the $240m imminently whilst waiving the pre-requisite of the ML like they said they would and they did not attempt to overthrow the entire board whilst putting in monthly delays to ensure that they did not follow through on their word. Who'd I miss, oh yes yes, Celeste is skinny and malnourished and just needed $5m worth of snacks, and there's no way it was for coke, hookers and real estate, so they should definitely be compensated for their loss as well, whilst Zijin did not bribe Celeste to steal our asset which Comminiere have been told to pay EUR$40m for as an upfront part payment for their corruption.

On a side note, who said we've added nothing of value since $1.35SP? what? as others have said the resource has been updated significantly, also now the risk factor for a yank company has dropped signficantly(which in turn makes this more valuable to anyone who wants it), and we've also won EUR$40m in damages case and pretty much every other court case since. So, yeah , nah, there's been a helluva lot more value added since then, therefore $12 mofo's.
 
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memem2323

Emerged
Quick question, how would I get access to my shares again ? these went to automotic or something ?

If I dont have the letter with new hih number whats the best course of action ?

Ive been meaning to do this but just been a bit busy and I keep an eye on this from time to time. But with the newer developments I was like shit I better get my hands on these again.
 

Spikerama

Regular
Quick question, how would I get access to my shares again ? these went to automotic or something ?

If I dont have the letter with new hih number whats the best course of action ?

Ive been meaning to do this but just been a bit busy and I keep an eye on this from time to time. But with the newer developments I was like shit I better get my hands on these again.

There's no such thing as an HIH number. It's either a HIN or an SRN.

Check your share statement from your broker or trading platform from when you bought the shares. It will have a HIN or and SRN clearly marked on it. This is what you need to lodge it on to Automic. https://www.automicgroup.com.au/automic-registry/

Get your HIN or SRN and go in there and follow the steps. It's guided. Should be golden after that.
 
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Charbella

Regular
Felix proposed a minerals-for-security deal with the U.S., and Trump is on the cusp of delivering peace agreements. But where are the minerals Felix promised? As far as I’m concerned, Manono -the world’s largest hard rock lithium deposit is the only project ready to launch immediately. It’s the crown jewel and a major win waiting to be claimed by the Trump administration.

Kobald is clearly keen to lock in Manono—you can feel the urgency and desperation in their announcement. But there’s one sticking point: the price on the table doesn’t move Nigel. It’s just enough to open the door to negotiations, nothing more. If Kobald and the U.S. are serious about securing control over lithium supply for decades to come, it’s time to get serious about value. $3.50 AUD per share is the price to pay.
 
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