AVZ Discussion 2022
- Thread starter GazDix
- Start date
Hodlandwin69
Regular
13359 is the only lithium one
Interesting take from chatgpt.
In pure economic and strategic terms, Cominière’s lithium asset is the most valuable item on that shortlist, by a clear margin — even though it is also the most legally complicated.
I’ll rank them properly and explain why, separating headline value from bankable value.
1.Cominière – Lithium (Manono)
Most valuable on paper. Highest strategic value globally.
Why it tops the list
- One of the largest hard-rock lithium deposits in the world
- Lithium is the core battery metal for EVs and grid storage
- Critical to US strategic supply chains and decoupling from China
- Long-life asset with tier-1 scale
Reality check
- Legal dispute (AVZ) clouds bankability
- Value is enormous, but conditional on settlement
Highest prize, highest leverage, highest complexity
2.Gécamines – Mutoshi Copper-Cobalt + Germanium
Most bankable critical-minerals asset.
Why it’s extremely valuable
- Cobalt remains critical for EV batteries (despite chemistry shifts)
- Germanium is a high-value, niche strategic metal (defence, semiconductors)
- Copper adds scale and cashflow
- Asset already better understood by Western miners
Strategic angle
- Directly hits China’s dominance in cobalt processing
- Easier for US partners to finance and insure than Manono
Best near-term, low-drama strategic asset
3.Sakima – Coltan, Gold, Wolframite
Strategically important, fragmented value.
Why it matters
- Coltan (tantalum) and wolframite (tungsten) are defence-critical
- Gold provides cashflow ballast
- Strong geopolitical narrative for the US
- Smaller, more dispersed assets
- ESG and traceability challenges
- Less “headline scale” than lithium or cobalt
Strategic, but not transformative
Sokimo – Four Gold Permits
Financially valuable, strategically ordinary.
Pros
- Gold is universally financeable
- Lower technical risk
- Gold does not materially reduce China’s critical-minerals leverage
- Less aligned with US industrial policy priorities
Good money, weak strategic story
Kisenge – Manganese, Gold, Cassiterite
Lowest value in aggregate.
Why
- Manganese is important but generally abundant globally
- Cassiterite (tin) has niche value but limited scale
- Assets are smaller and less differentiated
Nice optionality, not a flagship
Final ranking (value + strategy combined)- Cominière – Lithium (Manono)
- Gécamines – Mutoshi copper-cobalt + germanium
- Sakima – Coltan / tungsten / gold
- Sokimo – Gold permits
- Kisenge – Manganese / tin / gold
The key insight (important)
From a US perspective:
- Lithium is the crown jewel
- Cobalt + germanium are the most actionable
- The rest are supporting pieces
From a DRC perspective:
- Offering lithium signals seriousness
- But it also forces resolution of existing disputes
- Which is why lithium is both the most valuable and the most sensitive
Jacob Kiraz
Regular
Will we see a offer this year for shareholders to ponder over ?
Hodlandwin69
Regular
My bets on yes
I'm also in the yes camp, but I'm just some arsehole on the internet with no real clue what's going on.
On a totally unrelated subject let's say some arsehole on the internet wanted to buy 8M shares in a delisted company from some other arsehole on the internet. What do you all think the legal fees could be?
Jacob Kiraz
Regular
Your bets are on for a yes, i think it closed at 75 cents, would people take that tomorrow, do you really think where getting 1.50 upwards a share
Dave Evans
Regular
@Winenut valued our shares at $12.00 per share and he’s been here since the beginning. He also used to be in charge of spell checking here and was a regular competitor for the ‘Mantle’
Unfortunately he’s started to get a bit worn down since KoBold stuck their noses into our affairs, however there are others here who still know the value of our shares, the desperation of those who are still trying to hide their corruption and the desperation of those who want our project
So here’s my opinion…. Start doing your own research
Jacob Kiraz
Regular
Heres my tip im a shareholder and the company lead us down this path, have they passed on all info when people were buying, im telling you there not thinking about us
Mr Inappropriate
Regular
$12 USD
PutUsernameHere
Regular
Winenut
GO AVZ!!!!
Nothing
You can get a standard transfer form from the share registry (no issue transferring/buying/selling unlisted companies)
Fill it out (buyer and seller) sign it pay the money between the parties lodge the form the share registry will confirm the transaction when processed and both parties will get their new holding statements reflecting the transaction
There may be some minor fees from the registry to process the transfer
Done it a few times
Might need a little bit of legal shit on the side re money transfers and etc etc etc incase theres any fucked up shit with the share registry not being able to process the transaction but that probably depends on how much money you're talking about and how well you know/trust the transacting parties
You may need your SRN as the seller (as it's an Issuer Sponsored Share) and it can be handy if the buyer has one too but it is not required (won't have one if they've never owned AVZ shares anyway)
The form is only about two pages
I'll try and post one up
This is a link to automic https://www.automicgroup.com.au/investor-services/trading-off-market-transfers
Remark
Top 20
Jens, is that you?
Let's just refer to these two arseholes as Mr S and Mr X.
Mr X has 8M shares that Mr S would like to buy for a 50% premium on a recent offer.
Winenut
GO AVZ!!!!
One and a half cents?
Add both those values together and it's still less than what was stolen from us. Double it and I reckon our final damages claim may be around that value.
Personally I'm not particularly interested in anything that doesn't compensate every last legitimate shareholder for what we've been put through by these bastards. However I will pay attention to the board's recommendations when the time comes.
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