AVZ Discussion 2022

[Papst]

I held avz shares in different trading accounts, namely comsec and ibkr. they were removed from comsec and so I set them up in automic. I contacted interactive brokers at the time to request options, they said I could leave them with them and so I have. The shares still show up in my ibkr account however they have been marked down to 0.15 though. I figure I'll leave them there also and hopefully collect the cash from my ibkr account.

0.15 Dollar? How would they come up with such valuation??

My German brokers still lists them with the last trading price of 0.519 EUR. However, the asset is not counted to the total value of my account.

I did not register with Automic, yet. Actually, I get regularly snail mail letters from my broker regarding aussie stocks I hold. Apparently, companies sometimes request that all stock holding institutions to communicate personal data of the holding individual. However, according to German data protection law, they are obliged to inform me about that process. Happend also before various key milestones of AVZ and other companies. So somehow it appears as if the companies indeed know I am a holder of given stocks. Didn't happen with AVZ since long time, though... might be since delisting, but I didn't take reccords, unfortunately.

 

[DiscoDanNZ]

Was 100% sure they were a bot until they recognised a joke.

 

[JasonM]

0.15 Dollar? How would they come up with such valuation??

My German brokers still lists them with the last trading price of 0.519 EUR. However, the asset is not counted to the total value of my account.

I did not register with Automic, yet. Actually, I get regularly snail mail letters from my broker regarding aussie stocks I hold. Apparently, companies sometimes request that all stock holding institutions to communicate personal data of the holding individual. However, according to German data protection law, they are obliged to inform me about that process. Happend also before various key milestones of AVZ and other companies. So somehow it appears as if the companies indeed know I am a holder of given stocks. Didn't happen with AVZ since long time, though... might be since delisting, but I didn't take reccords, unfortunately.

no idea how they came up with that valuation. it seems reasonable to mark down the valuation given it was delisted but seems a bit arbitrary to come up with $0.15aud. anyhow it doesnt bother me, I know its true worth and its a lot higher than that. its amazing how many people have written avz off, its been dark at times but have always maintained the belief we would get out of this somehow. fingers crossed.

 

[Exo324]

Honestly, that $0.15 valuation looks more like a placeholder than anything tied to real price discovery. Brokers sometimes assign arbitrary values for internal accounting when a stock’s suspended or delisted — it doesn’t mean there’s actual market consensus at that level.

The last traded price of €0.519 is probably the most accurate snapshot of its former value, but since the asset is non-tradable now, brokers usually exclude it from portfolio NAV. It’s frustrating, but pretty standard in cases like this.

If you haven't registered with Automic, that might explain why you're not receiving company updates — post-delisting, the share registry becomes your direct link to the company. It’s worth registering, just in case any corporate action (like relisting, asset distribution, etc.) comes up.

Until there’s real movement — whether through relisting, a buyout, or liquidation — the true value is basically unknown. All we can do for now is stay informed and make sure we’re properly registered to not miss any updates.

Is this a chatgpt reply or do you just have multiple personalities ?

 

[DiscoDanNZ]

Is this a chatgpt reply or do you just have multiple personalities ?

Multiple operators

 

[Xerof]

Leopards and spots

exit stage right enter stage left

 

[Retrobyte]

If it makes a difference , your avatar picture is a thing of beauty....

And in good news, she has an identical twin!

 

[RHyNO]

Capital return please. I'd like CGT rather than getting reamed for tax.

Agree mate, just curious perhaps you or someone else here might know this. To get the CGT discount, does the company have to relist? Or does Nigel have to shut AVZ down and return capital as you say? What are your and others thoughts on this process?

 

[Doc]

Was 100% sure they were a bot until they recognised a joke.

View attachment 85448

Geez I hope it’s legit. Just sent them 50k, they promised I’d double my money in a week!

 

[KentCStrait]

With the mining licence in place and sovereign risk neutralised by US backing, the floor valuation for Roche Dure is USD $6–8 billion, based on recent comparable transactions.

At that level, AVZ shareholders walk away satisfied, and the buyer — whether it’s Kobold or someone else — secures an asset that will generate extraordinary long-term returns.

If there’s competitive tension or multiple bidders, valuations could easily push toward USD $10–12 billion. This isn’t wishful thinking — the resource scale, global lithium demand, and geopolitical backing are all undeniable.

Frankly, anyone floating numbers below $6B either hasn’t done the work or is pushing an agenda. And if shareholders are forced into accepting a lowball outcome after years of obstruction and delay, a class action is inevitable — and no one sees a cent until that’s resolved.

It’s also critical that any distribution of proceeds to shareholders is executed via a share buyback or liquidation, not as a dividend or income-style return. If AVZ structures it in a way that denies shareholders access to the 50% CGT discount, it will absolutely trigger further legal action.

As for Jens now appearing to talk down the value of the project — I genuinely don’t understand his shift in position. He previously talked it up, so the change is confusing. It seems likely he was receiving information from someone on the ground in the DRC, and that pipeline may have dried up.

That said, if shareholders are materially harmed and it’s shown that public commentary influenced sentiment or misled investors, he could face legal consequences as well. No one is immune from scrutiny if this goes south.

 

[Underwaterdark]

Agree mate, just curious perhaps you or someone else here might know this. To get the CGT discount, does the company have to relist? Or does Nigel have to shut AVZ down and return capital as you say? What are your and others thoughts on this process?

Maybe they will organise some sort of Share Buy Back program, instead of a special dividend, so cgt still comes in to play.

 

[BRICK]

Was 100% sure they were a bot until they recognised a joke.

View attachment 85448

I fucken knew this biatch was a bot

 

[wombat74]

Scapegoats and stolen millions: What the Mutamba case reveals about Tshisekedi’s regime

Congolese ruler Tshisekedi and his allies have made a habit of blaming Rwanda for nearly every crisis in the Democratic Republic of Congo. But while they cry foul across the border, they loot their…

ellenkampire.com

 

[BRICK]

And in good news, she has an identical twin!

View attachment 85449

Sure she aint Nigellas cousin?

 

[wombat74]

A bit of light reading . Surprise surprise the new Justice Minister is as rotten to the core as the rest of them .

Scapegoats and stolen millions: What the Mutamba case reveals about Tshisekedi’s regime

Congolese ruler Tshisekedi and his allies have made a habit of blaming Rwanda for nearly every crisis in the Democratic Republic of Congo. But while they cry foul across the border, they loot their…

ellenkampire.com

 

[Xerof]

View attachment 85451

Our new entrant Anthony
My first post was moderated by the three stooges, as was your reply

 

[Cumquat Cap]

With the mining licence in place and sovereign risk neutralised by US backing, the floor valuation for Roche Dure is USD $6–8 billion, based on recent comparable transactions.

At that level, AVZ shareholders walk away satisfied, and the buyer — whether it’s Kobold or someone else — secures an asset that will generate extraordinary long-term returns.

If there’s competitive tension or multiple bidders, valuations could easily push toward USD $10–12 billion. This isn’t wishful thinking — the resource scale, global lithium demand, and geopolitical backing are all undeniable.

Frankly, anyone floating numbers below $6B either hasn’t done the work or is pushing an agenda. And if shareholders are forced into accepting a lowball outcome after years of obstruction and delay, a class action is inevitable — and no one sees a cent until that’s resolved.

It’s also critical that any distribution of proceeds to shareholders is executed via a share buyback or liquidation, not as a dividend or income-style return. If AVZ structures it in a way that denies shareholders access to the 50% CGT discount, it will absolutely trigger further legal action.

As for Jens now appearing to talk down the value of the project — I genuinely don’t understand his shift in position. He previously talked it up, so the change is confusing. It seems likely he was receiving information from someone on the ground in the DRC, and that pipeline may have dried up.

That said, if shareholders are materially harmed and it’s shown that public commentary influenced sentiment or misled investors, he could face legal consequences as well. No one is immune from scrutiny if this goes south.

Fanciful to say the least, what if the offer is no where near that are we supposed to continue legal action against a bankrupt company for the foreseeable future?

Hoping for the most possible but competitive pressure is paramount, try and be realistic ffs

 

[Xerof]

@wombat74

Mate, what’s the ground telling your ear now, after yesterdays announcement? Seems to me there is optionality still available to anyone who’s interested and there is no deal yet

 

[Xerof]

E

I wasn’t speaking about you dear, and no, I’m not interested

 

[Flight996]

Re: Valuation of mannono using Rio Tito's recent investment in Salar de Maricunga

On 20th of May 2025 Rio Tinto announced it was in partnership with Chile’s state-owned copper producer Codelco to develop the Salar de Maricunga lithium project. Investing $900M to aquire a 49.99% stake in the project.

Salar de Maricunga: Approx. 1.9Mt LCE
Amount Rio Owns:
1,900,000t x 49.99% = 949,810t
Price/tonne LCE
900 milion÷ 949,810t = $947/tonne

Roche Dure: 12.9Mt LCE
Full price for Roche Dure:
$947 x 12,900,000t = $12,216,300,000
AVZ 75% intrest:
$12,216,300,000 x 75% = $9,162,225,000
= $9.1B USD or $4.02AUD/share

Please note:
• All numbers in USD unless stated otherwise
• Salar de Maricunga uses brine method of extraction ( Hard Rock > Brine)
• Roche Dure was measured at approx. 317Mt tonnes of spodumene ore at 1.63% converting to about 12.9Mt LCE
• RIO expects first lithium production by the end of 2030
• VALUE OF TIN NOT INCLUDED!!!!!

Personal coments:
Just comparing the numbers. I don't want to get anyones hopes up and I could be completely wrong so take these numbers with a teaspoon of salt. All my own opinion.
Sources: https://www.australianresourcesandi...ming-the-worlds-second-largest-lithium-miner/

Re: Roche Dure was measured at approx. 317Mt tonnes of spodumene ore at 1.63% converting to about 12.9Mt LCE

You may need a bigger boat because:

In January 2024, Roche Dure Measured, Indicated, and Inferred Mineral Resource increased to 669 million tonnes (Mt) grading 1.61% Li2O, 690ppm Sn, and 33ppm Ta, containing 10.79 Mt of lithium oxide. Measured + Indicated = 500Mt, and Inferred = 169Mt.

Your recalculations will be interesting.

Cheers
F