AVZ Discussion 2022

[Mouthpiecenomnom]

Is it obvious to anyone but me that Kobold will back AVZ lawsuits to regain the North? Yes the US says they will not antagonise China but they don't have to. Just maximise the impact of the upcoming verdict. We regain control. USA buys.

This song keeps going in my head.....

 

[Mute22]

Some reading for you all: Stockhead-Investor-Guide-Critical-Minerals-2025

Don't forget the Tin!

 

[Jongo]

OK, fine. A case for EVERY member of the forum that reacts to this post.
Will be ready to pick on the NSW Central Coast a week after I see a big fat deposit in my bank accounts.
Cheers.

Count me in, and I will fly over from Perth and drink it there ... plus eat some nice food while there. Probably start with a dozen Oysters Kilpatrik and follow with a steak cooked over the coals, etc.

 

[hedrox]

We all know that the price of lithium is on the bottom with high possibility to recover in the next years...probably around that time when production starts at Manono. Talking about tin...its a bit of a different story...

Thanks Mute 22 for the article...
Now lets have a look at AVZ Defiantly Feasibility Study DFS from 21 April 2020...

https://static1.squarespace.com/static/5934d2ae6b8f5beeb5ba23f3/t/5f03fe7b5b6cfa0aa7b7d8ac/1594097315695/20200421+-+DFS+Manono+Lithium+and+Tin+Project+Announcement.pdf

AVZ suggested a selling price of 10.000 $

As today the price of Tin is 32000 US$....that would be a LOM of around 2 Billion US$ alone....while the tin price forecast for the next years could reach easy up to 100.000 US$.
The Tin alone would cover half of a nice big fat buy out cheque....what you reckon?

 

[pow4ade]

I hope this is the final catalyst for Kobold or anyone interested to start putting serious offers in. Once this is signed you’d think that buying Manono off AVZ is significantly derisked so let the genuine offers roll in. ICSID is a good negotiating stick to have but personally would rather not go through years and years of trying to get money from a broke nation.
Fingers crossed things about to get serious

It doesn't faze me at all to commence legal proceedings as it won't mean forever. Once a deal is struck the action will be dropped.

Even if negotiations drag out beyond commencement date, having proceedings in play enhances our our bargaining position IMO.