AVZ Discussion 2022
- Thread starter GazDix
- Start date
Spare me the niceties Scoota ole mate, just show us the money son !Side note, if the chinese keep the north & the US get the south - long term it will be really good for the DRC people to have both heavy weights incentivised to work closely together and it might just keep the Chinese more honest in production. Obviously all the corrupt ***** get away with murder, but for the Manono community & overall DRC civilians it presents a really good opportunity.
It could even help ease tensions between the US & China, maybe Trump is reminding Xi with the Tariff discussions that they've allowed China to keep the North of Manono
China can hold hands with the US or duke it out, couldnt give a fark.
Investment dream is dead, its all about fair compensation now.....whatever that is.
One thing i do hope tho, that this " peace deal " becomes the pivot for the poor suffering locals in DRC to garner a better standard of living.
Will it happen ?
As long as FT is president, i highly doubt it.
DRC is a cesspit.
oxxa23
Regular
Fair pick up there 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.
DiscoDanNZ
Regular
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.
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DiscoDanNZ
Regular
Was 100% sure they were a bot until they recognised a joke.
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.
Is this a chatgpt reply or do you just have multiple personalities ?
DiscoDanNZ
Regular
Multiple operators
Retrobyte
Hates a beer
RHyNO
Regular
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?
Geez I hope it’s legit. Just sent them 50k, they promised I’d double my money in a week!
KentCStrait
Member
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.
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
Regular
Maybe they will organise some sort of Share Buy Back program, instead of a special dividend, so cgt still comes in to play.
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