AVZ Discussion 2022

[Fletch77]

So I made my first Million today!
I truly cant believe it, like I was sure it would get there, but I still cant belive it's reality!
Picked up a bottle of Veuve for tonights shenanegans with the new lady in my life.
Retired a few weeks ago at the age of 47.
Counting my blessings.

Congratulations to all!

Congrats Azzler, that‘s awesome

You deserved a bottle of Dom Pérignon however to celebrate your first $1mill

I hope you left enough shares to crack your second $$$

 

[LEFOOL]

Take over of AVZ, or Dathcom?
There is a distinct difference.

AVZ is an Australian Public Company, a Take Over of AVZ is subject to FIRB approval.

AVZ holds 75% of Dathcom (Dathcom is the owner of the Manono Lithium and Tin Project) at this very moment.
Dathcom is a DRC company and comes under the jurisdiction of the DRC.

I hope that helps.

thanks mate, yes i meant t/o of AVZ. on top of FIRB approval would they have to ask shareholders to vote too ?

 

[cruiser51]

thanks mate, yes i meant t/o of AVZ. on top of FIRB approval would they have to ask shareholders to vote too ?

It will be subject to a vote, however if it is a lowball offer AVZ's BOD might decide it's not worth the hassle to go to SH's to ask approval.
Mike Cannon-Brookes' take offer of AGL was rejected by the board and never went to the SH's for a vote.

 

[LEFOOL]

It will be subject to a vote, however if it is a lowball offer AVZ's BOD might decide it's not worth the hassle to go to SH's to ask approval.
Mike Cannon-Brookes' take offer of AGL was rejected by the board and never went to the SH's for a vote.

sweet! i see thanks for that clarification!

re Mike Cannon Brooke haha who cares about AGL he has almost a 3rd of the Rabbitohs thats all that matters

 

[JAG]

 

[Thaz]

View attachment 3084

Nice.

Is that one of the locals on the ground in the Drc?

 

[Dazmac66]

How long has the whole management team been in the DRC with the MD ?

 

[Freehold]

How much is AVZ really worth ???

Here's a interesting thought bubble on my last post (imminent Spodumene Miners Resource Map from Broker Jcapital releasd today) ....given AVZ defined jorc reserves is currently just under 50% of the map area below. What if you added the current market caps of all those non AVZ companies together and compare to AVZ MCap.
Just take a minute to think about that.

Stock - Current MCAP in Australian Dollars

LTR - AUD $4,132M
FFX - AUD $1,057M
PSC - AUD $903M
SYA - AUD $1,544M
CXO - AUD $2,123M
*Sigma Lithium - AUD $1,872M (CAD $1,760)
*Atlantic Lithium - AUD$428M (GBP £243m)
------------------------------------------------------------------------------------------------------------------

Total Non AVZ MCAP Valuation = AUD $ 12.059 Billion


AVZ Mcap Valuation = AUD $3.866 Billion

Seems to me AVZ maybe a tad undervalued if valuation were based purely on resource size. ... ?. Understand there other many other factors affecting valuation but clearly AVZ is the elephant in the room here and that is not reflected in its Current Mcap in my humble opinion.

https://www.jcapitalresearch.com/uploads/2/0/0/3/20032477/2022_03_23_ffx.pdf




*Current MCap expressed in Australian Dollars as @ todays exchange rates

 

[Fletch77]

Very green overnight

AVZ Frankfurt +15.67% $1.14
AVZ US +7.53%

US stocks
US futures currently

 

[Sammy_da_Smile]

Very green overnight

AVZ Frankfurt +15.67% $1.14
AVZ US +7.53%

US stocks
US futures currently

We need a green frog face as a like emoji haha

 

[JAG]

Upgrades to the hat

 

[Pokok]

My thought for the day , I know there was lots of bitching over the last 2 months about the mining licence BUT better to have it approved at $1.20 than at 85c don't you think , some say it gives them more security makes them feel better, fine , so better to put your money into a blue chip stock (AVZ will be one day ) I believe AVZ is a solid investment and for the worry worts why did you purchase in the first place . Kids and misses sleeping its the only chance I get to say something thanks for listening . Its going to be another great day .

 

[Bellski]

Upgrades to the hat

View attachment 3109
View attachment 3110

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Love it Jag. I'm not a hat guy so didn't try to get one when you were having them made. Looks great though!

 

[Winenut]

I'm intrigued by the course of sales

Lots of cross trades going through the ASX only at 1.1525

Then followed by small Chi-X trades but all going through at 1.155

Anyone have any thoughts on what might be going on there?

 

[Fletch77]

I think most of us would prefer a Chameleon tbo

View attachment 3114

Frogs are So Yesterday, plus they leave a Bad Taste in your Mouth

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View attachment 3115

I reckon Kermit was full of shit when he said it’s not easy being green

AVZ holders this month

 

[Winenut]

I reckon Kermit was full of shit when he said it’s not easy being green

AVZ holders this month

That image looks like me on a Sunday morning

 

[Winenut]

Only about 4.5M units on offer currently to get through before the $1.20 mark

mmmm......noice

 

[JAG]

I reckon Kermit was full of shit when he said it’s not easy being green

AVZ holders this month

And his $10 price prediction for Pilbara Minerals....

 

[Winenut]

Will there be a late afternoon push?

It seems there's selling pressure at the moment but FOMO could hit with investers wanting to get in before the serious announcements start to drop

$1.20 $1.20 $1.20 ......if I say it enough it will happen

C'MON!!

 

[LEFOOL]

Will there be a late afternoon push?

It seems there's selling pressure at the moment but FOMO could hit with investers wanting to get in before the serious announcements start to drop

$1.20 $1.20 $1.20 ......if I say it enough it will happen

C'MON!!

View attachment 3140

or like they say in DRC : UN DOLLAR VINGT s'il vous plait !!!