AVZ Discussion 2022

DiscoDanNZ

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Samus

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Mining licence update is a good exercise is taking up a whole page to say nothing... :rolleyes:

Here's the latest interview by the crooks, cronies and hyenas. It's the guy who made the recent documentary :



While there is silence from management and the government, this is the shit the public are being fed.
 
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Bray

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You do JSAs to get around PPE, drillers/geos etc all sign onto it. Signs are usually only there for others eg. Contractors/the mail man
 
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blu

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This was posted by an internal Zijin staff. Possibly some negotiations happening behind the door...


Is it possible for AVZ to reach a deal with Zijin Mining to let Zijin Mining lead the development of the Manono Lithium Mine? It turned out that according to AVZ, after transferring part of the equity to Tianhua Times at a price of 240 million US dollars, it will also hold 51% of Manono. Now, due to Zijin's intervention and the illegality of past transactions, the transaction of the transfer of Tianhua Times is likely to be yellow. So now AVZ can reconsider transferring Manono's equity to Zijin Mining and let Zijin lead the development. After that, Zijin Mining held 45% of the shares, AVZ held 45%, and the Congolese local government held 10%, so that the mine could break the dispute and restart. The key to the success of the program is a win-win situation. The plan I propose is that Zijin pays AVZ USD 500 million, then compared to the original plan, AVZ will only reduce its stake in Manono by 6% when it gets an extra USD 260 million. I wonder if Zijin and AVZ can have a good talk at the negotiating table?
have you got the link to the post?
 
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Rediah

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I will wait for the in-depth analysis from our regular and trusted members about today's announcements , we all know who you guys are, so TIA 😇 🙏
 
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jsbuser

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Mining licence update is a good exercise is taking up a whole page to say nothing... :rolleyes:

Here's the latest interview by the crooks, cronies and hyenas. It's the guy who made the recent documentary :



While there is silence from management and the government, this is the shit the public are being fed.

I wrote a proper balanced response translated to French on Youtube refuting this and stating AVZ was acting in good faith and had taken on significant risk. Also stated that we are not responsible for the road form Manono to Lubumbashi and the route goes to the rail head at Kabonda Dianda. The post was IMMEDIATELY deleted. Youtube provides no means of notifying you of the deletion and no right of appeal.
 
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I wrote a proper balanced response translated to French on Youtube refuting this and stating AVZ was acting in good faith and had taken on significant risk. Also stated that we are not responsible for the road form Manono to Lubumbashi and the route goes to the rail head at Kabonda Dianda. The post was IMMEDIATELY deleted. Youtube provides no means of notifying you of the deletion and no right of appeal.
Wow deleted? I'd keep posting it lolol
 
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DiscoDanNZ

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I wrote a proper balanced response translated to French on Youtube refuting this and stating AVZ was acting in good faith and had taken on significant risk. Also stated that we are not responsible for the road form Manono to Lubumbashi and the route goes to the rail head at Kabonda Dianda. The post was IMMEDIATELY deleted. Youtube provides no means of notifying you of the deletion and no right of appeal.

Share it here, I'll happily spam it back up every time they delete it
 
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Winenut

TSE is AWESOME GO AVZ
I love the confidence - note they still hold 75%, and the tenement shape for 13359 in Fig 1, is still the original

If it weren't a true representation, the ASX wouldn't allow it?
We don't have a fucken clue what's true or not so why would the ASX? :rolleyes:
 
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BRICK

Where’s Zeebot 😶‍🌫️
well. I was away in meeting this mornig and just read back through the announcements.

im ok with this.
 
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Just looked in on tse and had to catch up on 3 pages of comments. So here’s mine, the announcements today were excellent and what I expected. The number of people here who seem to be panicking, wanting a TO and posting uninformed comments reminds me of the crapper. If you don’t take the time to do the research and all you can come up with is “actions speak louder than words” perhaps you should be looking at your own actions and words. For a start Felix is President of a country that has been (and is still) struggling with Ebola, Covid, Monkey pox, earthquakes, famine, child labour, wars, refugees and people getting slaughtered in the east of the country, corruption by forest and mining companies, incompetence by some of his newly formed ministers (who have been thrown into the job whilst ousting corrupt ministers), interacting with other Heads of State (National and International) as well as Global Institutions and Banks and that’s just off the top of my head, without looking at everything else on his plate. Comments and speculation here about what he and Nigel “aren’t doing” by people who themselves don’t seem to be doing anything are wasting time. If you really are a long term outlook holder, you would be looking at a SP of $4-$5 even more (and that’s after any dilutions due to CR). So far all the legally made comments from AVZ and it’s solicitors far outweigh the rubbish comments by boatman, Cominiere, Zigin and forum commentators. Some people just need to have a good read of today’s announcements and accept where we are compared to where we were after boatman’s and goldman sucks lies and scaremongering. I’m starting to think some share holders just wanted to make a quick buck then invest in LTR or something else…. Try imagining 10 or 20mtpa with a battery factory on the edge of DRC’s border with us owning 66%
 
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cruiser51

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This was posted by an internal Zijin staff. Possibly some negotiations happening behind the door...


Is it possible for AVZ to reach a deal with Zijin Mining to let Zijin Mining lead the development of the Manono Lithium Mine? It turned out that according to AVZ, after transferring part of the equity to Tianhua Times at a price of 240 million US dollars, it will also hold 51% of Manono. Now, due to Zijin's intervention and the illegality of past transactions, the transaction of the transfer of Tianhua Times is likely to be yellow. So now AVZ can reconsider transferring Manono's equity to Zijin Mining and let Zijin lead the development. After that, Zijin Mining held 45% of the shares, AVZ held 45%, and the Congolese local government held 10%, so that the mine could break the dispute and restart. The key to the success of the program is a win-win situation. The plan I propose is that Zijin pays AVZ USD 500 million, then compared to the original plan, AVZ will only reduce its stake in Manono by 6% when it gets an extra USD 260 million. I wonder if Zijin and AVZ can have a good talk at the negotiating table?
To start ..., don't forget:

One bird in the hand is worth two in the bush.

If Zijin would pay AVZ an amount in excess of USD 1.5 billion for 30% of AVZ's 75% ownership of Dathcom and the final ownership split would be:

AVZ 45%
Zijin 45%
DRC 10%

AVZ/Zijin operatorship of the mine, Catl as a secured off take customer/DRC battery manufacturer, I can see merit in this idea.

But Zijin suggesting to pay AVZ USD 500 million is very simple laughable.
AVZ is not as stupid as Cominière.

AVZ so far has developed this resource from an abandoned tin mine to a discovery of a mammoth lithium/tin resource.

AVZ never owned the 15% it intended to buy from Cominière, that deal is between Zijin and Cominiè/DRC government (who got screwed in the process by its corrupt players, That is Felix' mess to sort out and AVZ should not get involved in this mess).

It allows to proceed with this mine, stop the legal mess and move on.
Yes AVZ will finish up with 6% less, but it partners with a huge miner with large operations and mining experience in the DRC.

AVZ will have also after the dust settles enough funds to progress with different projects.

Just my 2 bob worth

It allows AVZ quickly together with Zijin to develop this mine into a massive operation.

Maybe I'm just dreaming, but I don't want this impasse to develop into a disaster.
 
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BEISHA

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Thanks for the well wishes Jag and others............🥰🥰

I have tried to avoid this insidious disease, but it finally caught up with me, i am not as bad as poor ole @Dazmac66 was, just got a piping hot cough , chills and tired to the buggery.

I feel like an old man

zimmer frame.gif


Speaking of tired, todays announcement was expected, more lip service, for something that is meant to be " spurious in nature and without merit ", the time lines continue to drag and wordings are a bit confusing.

" Whilst the company is confident of a positive outcome "........

hmm.gif



Meanwhile, AVZ continue with works to refine the open pit mine design.............WTF ?

If i was Nigel, i would shut everything down until i got a favourable and just result.............🖕🖕🖕🖕

On a side note, MACRO still shit, inflation for the US was 9.1%, so more interest rate hikes expected soon, so i guess the silver lining is AVZ still preserves a half decent SP, whilst other stocks continue to get chinese burns.........lol

Inflation, interest rate hikes, war, covid, China screwing over the world in collaboration with Russia, famine, potential recession.........the world is your oyster , isnt that right Jag ?....:ROFLMAO::ROFLMAO::ROFLMAO:

days of our lives.gif


ground hog day.gif



On the bright side, once this shit show finally concludes and AVZ hopefully gets a good result from ICC, then let the fireworks begin with SEZ, updated BFS, FID, ML, construction progress......yada yada

explosion.gif



Hang in there dudes..........good times are a coming, just a matter of when ?

imo
 
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TheCount

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Just looked in on tse and had to catch up on 3 pages of comments. So here’s mine, the announcements today were excellent and what I expected. The number of people here who seem to be panicking, wanting a TO and posting uninformed comments reminds me of the crapper. If you don’t take the time to do the research and all you can come up with is “actions speak louder than words” perhaps you should be looking at your own actions and words. For a start Felix is President of a country that has been (and is still) struggling with ebola, Covid, earthquakes, wars, refugees and people getting slaughtered in the east of the country, corruption by mining companies, incompetence by some of his newly formed ministers (who have been thrown into the job whilst ousting corrupt ministers), interacting with other Heads of State (National and International) as well as Global Institutions and Banks and that’s just off the top of my head, without looking at everything else on his plate. Comments and speculation here about what he and Nigel “aren’t doing” by people who themselves don’t seem to be doing anything are wasting time. If you really are a long term outlook holder, you would be looking at a SP of $4-$5 even more (and that’s after any dilutions due to CR). So far all the legally made comments from AVZ and it’s solicitors far outweigh the rubbish comments by boatman, Cominiere, Zigin and forum commentators. Some people just need to have a good read of today’s announcements and accept where we are compared to where we were after boatman’s and goldman sucks lies and scaremongering. I’m starting to think some share holders just wanted to make a quick buck then invest in LTR or something else…. Try imagining 10 or 20mtpa with a battery factory on the edge of DRC’s border with us owning 66%
Well said MoneyBags1348.

We need to remember that shorters will lie and mislead EVERYONE to get their outcome.

I watched a German mockumentary (ie: inspired by real events) on Netflix called The King of Stonks, and whilst it was based on pumping the Tech sector, the undertone showing a shorter and how they operate is worth watching. Forget the cheesy English dubbing and over-acting, and think about the story line.

TC.
 
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Winenut

TSE is AWESOME GO AVZ
I think the end date for the extension to the voluntary suspension is strategic

They have nominated Friday July 29th

I understand from a previous company announcement the extension to the end date for the TIA with CATH is Sunday 31st July

I suspect together this is to provide the opportunity to wrap up the voluntary suspension and simultaneously make an announcement on the TIA on Friday 29th July (prior to the end date of the TIA extension)

I also think it is meaningful that AVZ is continuing drilling and works and having machinery delivered to site during the current extension period

Wishing everyone a good outcome here......it's been a long and bumpy ride

Cheers
Nut:cool:
 
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Dazmac66

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Thanks for the well wishes Jag and others............🥰🥰

I have tried to avoid this insidious disease, but it finally caught up with me, i am not as bad as poor ole @Dazmac66 was, just got a piping hot cough , chills and tired to the buggery.

I feel like an old man

View attachment 11433

Speaking of tired, todays announcement was expected, more lip service, for something that is meant to be " spurious in nature and without merit ", the time lines continue to drag and wordings are a bit confusing.

" Whilst the company is confident of a positive outcome "........

View attachment 11441


Meanwhile, AVZ continue with works to refine the open pit mine design.............WTF ?

If i was Nigel, i would shut everything down until i got a favourable and just result.............🖕🖕🖕🖕

On a side note, MACRO still shit, inflation for the US was 9.1%, so more interest rate hikes expected soon, so i guess the silver lining is AVZ still preserves a half decent SP, whilst other stocks continue to get chinese burns.........lol

Inflation, interest rate hikes, war, covid, China screwing over the world in collaboration with Russia, famine, potential recession.........the world is your oyster , isnt that right Jag ?....:ROFLMAO::ROFLMAO::ROFLMAO:

View attachment 11435

View attachment 11436


On the bright side, once this shit show finally concludes and AVZ hopefully gets a good result from ICC, then let the fireworks begin with SEZ, updated BFS, FID, ML, construction progress......yada yada

View attachment 11440


Hang in there dudes..........good times are a coming, just a matter of when ?
Hey Beisha,
Hopefully you will only feel crook for a few days mate. Just be aware of anything that doesn't feel right in your chest. Very minor chance of anything sinister but don't take any chances - I left it a day too long and it went pear shaped. Cheers
 
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BEISHA

Top 20
Just looked in on tse and had to catch up on 3 pages of comments. So here’s mine, the announcements today were excellent and what I expected. The number of people here who seem to be panicking, wanting a TO and posting uninformed comments reminds me of the crapper. If you don’t take the time to do the research and all you can come up with is “actions speak louder than words” perhaps you should be looking at your own actions and words. For a start Felix is President of a country that has been (and is still) struggling with ebola, Covid, earthquakes, wars, refugees and people getting slaughtered in the east of the country, corruption by mining companies, incompetence by some of his newly formed ministers (who have been thrown into the job whilst ousting corrupt ministers), interacting with other Heads of State (National and International) as well as Global Institutions and Banks and that’s just off the top of my head, without looking at everything else on his plate. Comments and speculation here about what he and Nigel “aren’t doing” by people who themselves don’t seem to be doing anything are wasting time. If you really are a long term outlook holder, you would be looking at a SP of $4-$5 even more (and that’s after any dilutions due to CR). So far all the legally made comments from AVZ and it’s solicitors far outweigh the rubbish comments by boatman, Cominiere, Zigin and forum commentators. Some people just need to have a good read of today’s announcements and accept where we are compared to where we were after boatman’s and goldman sucks lies and scaremongering. I’m starting to think some share holders just wanted to make a quick buck then invest in LTR or something else…. Try imagining 10 or 20mtpa with a battery factory on the edge of DRC’s border with us owning 66%
Felix assumed office on 24/1/2019, he has had 3.5 yrs to get his actions / agenda off the ground !!

Excuses , excuses dont cut it, Manono is the pinnacle project to create the " SUPER BATTERY HUB of the world " that Felix advertises with every convention held, yet here we are, stuck in the mud, mired by controversy on his watch......not a good look

We are all long term holders from 2018 pal, i cant speak for others, but i have always seen this project with future dividends in mind, still do..........but only if AVZ has majority control and has air tight agreements allowing it to go about its business of construction / production without fear of being stabbed in the back.

As far as comments like " comments and speculation about what he & Nigel " arnt doing " by people who themselves dont seem to be doing anything are wasting time "

What would you like us all to do champ ?

Call Nigel ?.....:ROFLMAO::ROFLMAO::ROFLMAO:

Call Felix ?....🤣🤣🤣

Speculation is all we have , TSE AVZ is a quality forum , all about discussion and sharing of ones thoughts related to AVZ prospects with a bit of frustration / humour thrown in, we are not robots, but human beings.

BTW, I have absolutely no interest in a 8/1 strip ratio LTR.!!

I invested in TIER 1 AVZ, with a project that will bear fruit in ALL cycles of mining.....not just one.....;)

I did my research ages ago, knew the sovereign risks, just didnt expect to be shafted by snacks under Felix watch.

Thats the fact jack.

imo
 
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Samus

Top 20
Just looked in on tse and had to catch up on 3 pages of comments. So here’s mine, the announcements today were excellent and what I expected. The number of people here who seem to be panicking, wanting a TO and posting uninformed comments reminds me of the crapper. If you don’t take the time to do the research and all you can come up with is “actions speak louder than words” perhaps you should be looking at your own actions and words. For a start Felix is President of a country that has been (and is still) struggling with ebola, Covid, earthquakes, wars, refugees and people getting slaughtered in the east of the country, corruption by mining companies, incompetence by some of his newly formed ministers (who have been thrown into the job whilst ousting corrupt ministers), interacting with other Heads of State (National and International) as well as Global Institutions and Banks and that’s just off the top of my head, without looking at everything else on his plate. Comments and speculation here about what he and Nigel “aren’t doing” by people who themselves don’t seem to be doing anything are wasting time. If you really are a long term outlook holder, you would be looking at a SP of $4-$5 even more (and that’s after any dilutions due to CR). So far all the legally made comments from AVZ and it’s solicitors far outweigh the rubbish comments by boatman, Cominiere, Zigin and forum commentators. Some people just need to have a good read of today’s announcements and accept where we are compared to where we were after boatman’s and goldman sucks lies and scaremongering. I’m starting to think some share holders just wanted to make a quick buck then invest in LTR or something else…. Try imagining 10 or 20mtpa with a battery factory on the edge of DRC’s border with us owning 66%
As one of the people who remembers your last post on the Crapper (which I thought was valid) I find this post somewhat hypocritical.
Very few if any here have gone to the extent of selling their entire holding and largely for issues surrounding non disclosure and misleading information from management if I remember correctly :unsure:
The current shitstorm were facing has a bit of that mixed in. I'm just curious how you can go from selling everything to putting others down for having a few doubts in the current dubious situation?
No offence intended btw but what has changed?

Apart from that I agree with @BEISHA post above 100%. We're only human and there is a lot on the line right now.
 
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As one of the people who remembers your last post on the Crapper (which I thought was valid) I find this post somewhat hypocritical.
Very few if any here have gone to the extent of selling their entire holding and largely for issues sorrounding non disclosure and misleading information from management if I remember correctly :unsure:
The current shitstorm were facing has a bit of that mixed in. I'm just curious how you can go from selling everything to putting others down for having a few doubts in the current dubious situation?
No offence intended btw but what has changed?

Apart from that I agree with @BEISHA post above 100%. We're only human and there is a lot on the line right now.
Sammael, I will answer you first then get around to answering BEISHA as soon as I can. Your post is an easy one. Frank who posts here can confirm that I left the Sydney Presentation certain that a capital raise was imminent. I shared with him at the time that I judge a CR would be at $0.13, which turned out to be right. My average for my 3 million shares was $0.16 so I sold looking to buy them back at $0.13, and I also assumed that money from the CR would be used to acquire the extra % of ownership which it was. I bought all my shares back at a slightly higher average than what I had sold, and even though I’m a little disappointed I didn’t predict the CR announcement would also state the CR raise included the extra % and I missed getting in at $0.13, I’m still happy with my investment. Not hypercritical as you suggest, I stated my reasoning in the crapper post and included what Nigel had said to me and what I thought about an imminent CR. The usual crapper crew ensured I was moderated and then proceeded to shit on me without being able to reply. I don’t have time to put into posting a lot here but I can tell you Frank put me onto AVZ back in either 2016 or 2017 and I followed the company since then. I’m not hypercritical and I have been waiting patiently and as frustrated as other shareholders but I research and keep up with the facts, and as I’ve said before, I believe I understand why Nigel does what he does (and I had a good 20min one on one with him in Sydney) and I understand why the legalities make it difficult to release information
 
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I also think it is meaningful that AVZ is continuing drilling and works and having machinery delivered to site during the current extension period

Yep, very useful a) to make meaningful progress while we are in this twilight zone , and b) to counter the narrative from the FUD brigade that AVZ has not made the necessary investments in and around the lease area.
 
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