AVZ Discussion 2022
- Thread starter GazDix
- Start date
If the short position is mainly hedges by instos/funds tracking ASX200 could they theoretically just keep them in place, or would they cover to take advantage of SP increase we are on the cusp of realising?
I would dearly love to see those betting against AVZ and those hating on AVZ ... commonly known as 'the cunse' ... go up in flames, but would love to hear a knowledgeable opinion on whether it will be a Towering Inferno event or something more slower and steady.
Congrats to fellow LTH's and newer brothers and sisters for staying the course
I would dearly love to see those betting against AVZ and those hating on AVZ ... commonly known as 'the cunse' ... go up in flames, but would love to hear a knowledgeable opinion on whether it will be a Towering Inferno event or something more slower and steady.
Congrats to fellow LTH's and newer brothers and sisters for staying the course
Xerof
Flaming 1967
No, far from it. I live in a small farming community, in the south island of NZ. We do have the highest number of Tesla's per head of population globally though - 1 in 55. Yes, 1 Model X, 55 residentsI bet you are, you seem pretty close to the pulse
I just like to test every assertion made, good or bad, for what's factual or just bullshit. Often, the downrampers that do have some thread of truth have taken it too far down the rabbit hole.
Anyway, pleased to have you confirm all's well, but the back story is one I would like to hear about in the fullness of time
cheers
Winenut
GO AVZ!!!!
Not sure but I think instos would have a while to unwind positions if they had taken shorts as a hedgeIf the short position is mainly hedges by instos/funds tracking ASX200 could they theoretically just keep them in place, or would they cover to take advantage of SP increase we are on the cusp of realising?
I would dearly love to see those betting against AVZ and those hating on AVZ ... commonly known as 'the cunse' ... go up in flames, but would love to hear a knowledgeable opinion on whether it will be a Towering Inferno event or something more slower and steady.
Congrats to fellow LTH's and newer brothers and sisters for staying the course
Most of the shorts I think were taken on the entry of AVZ into the ASX200
I thinks someone noted the price then was about 80c
Not exactly sure how it works but I think they have until the price hits about $1.60 before the short hedge is no longer offset by the gains they have on the stock they had to hold
I'm trying to do a bit of research to understand more fully
Others may be able to jump in with more knowledge and clarity if I'm really out of the ball park
Cheers
Xerof
Flaming 1967
Azzler
Top 20
I've been wondering all day about this announcement, particularly the wording, so I've come to the conclusion we're getting 3 announcements at once.
15% purchased.
ML
BFS
My reasoning is that if the spies are to be believed, NF was expecting the ML last week, and we all are expecting it any day since the final approval was met, so the timing of that seems right.
It was long ago said that the BFS has been ready to release but the mining licence had to be approved first.
So it's sitting there ready to be released along side the ML.
I can't recall the source (if anyone could refenece it?) but I remember reading that it was a condition that the government only hold 10% stake before the mining licence can be approved. So that 15% has gone somewhere, and we all expect it's gone to AVZ I think.
Just my thoughts
Think of the short burn
15% purchased.
ML
BFS
My reasoning is that if the spies are to be believed, NF was expecting the ML last week, and we all are expecting it any day since the final approval was met, so the timing of that seems right.
It was long ago said that the BFS has been ready to release but the mining licence had to be approved first.
So it's sitting there ready to be released along side the ML.
I can't recall the source (if anyone could refenece it?) but I remember reading that it was a condition that the government only hold 10% stake before the mining licence can be approved. So that 15% has gone somewhere, and we all expect it's gone to AVZ I think.
Just my thoughts
Think of the short burn
Samus
Top 20
Hoping for similar but ML, 15% & HEPP agreement. Might as well throw in collaboration agreement for good measure.I've been wondering all day about this announcement, particularly the wording, so I've come to the conclusion we're getting 3 announcements at once.
15% purchased.
ML
BFS
My reasoning is that if the spies are to be believed, NF was expecting the ML last week, and we all are expecting it any day since the final approval was met, so the timing of that seems right.
It was long ago said that the BFS has been ready to release but the mining licence had to be approved first.
So it's sitting there ready to be released along side the ML.
I can't recall the source (if anyone could refenece it?) but I remember reading that it was a condition that the government only hold 10% stake before the mining licence can be approved. So that 15% has gone somewhere, and we all expect it's gone to AVZ I think.
Just my thoughts
Think of the short burn
We can watch the shorters burn and then - just when they think the punishment is over - gut them like a fish with the BFS and FID!
Haha - let's see.
JAG
Top 20
DRC INVESTMENT CLIMATE HAS IMPROVED UNDER FELIX TSHISEKEDI’S ADMINISTRATION, US REPORT SAYS
MAY 1, 2022 ARNBETHNICFrom openness to foreign direct investment to the fight against corruption, including the return of the DRC to AGOA, the implementation of reforms to improve the judicial system, transparency in the management of public finances, the facilitation business through the Single Window for Business Creation (GUCE), the raising of the country’s sovereign rating, are all assets taken into account by an American report on investments in the DRC and which make the administration of Félix Tshisekedi in his efforts to improve the business climate.
At a time when all the countries of the world are competing in initiatives to attract and retain private investment that will help sustain growth, create jobs and promote inclusive development, the Democratic Republic of Congo has also been working, since election of Félix Tshisekedi in January 2019, to create an environment conducive to doing business by adopting regulations that help entrepreneurs start businesses, hire and grow their businesses. A process notably taken up as one of the pillars of the Action Program of the President of the Republic, as well as that of the Government, and whose objective is to promote the emergence of the private sector and to impose the country as a investment destination of choice in Africa.
This bet is particularly appreciated by the Americans who, in a report on investments in the DRC, note certain efforts in improving the business climate. Since the election of Félix Tshisekedi, the Democratic Republic of Congo has not only emerged from political isolation but also the country has taken a big step in facilitating foreign investment on its soil. As proof, the American giant Pepsi is in the process of establishing itself during this month of April 2022 in the pilot economic zone of Maluku, on the outskirts of Kinshasa.
The DRC becomes more attractive
After a careful analysis of the business climate indicators in the DRC, Americans note in the report the openness to foreign direct investment (FDI), particularly from the United States of America. It is precisely in this perspective that the Head of State Félix Tshisekedi created a Unit dealing with the Business Climate within the Presidency of the Republic, the highest institution in the country to monitor the improvement of the economic environment and business climate, and interface with the business community.
This American report also justifies this improvement in the business climate by raising the sovereign credit rating of the DRC with the rating agencies. In July 2020, the Standard & Poor’s rating agency downgraded the DRC’s outlook from “positive” to “stable” due to the likely impacts of the pandemic. Early on, the DRC showed resilience in 2020, as the global recession did not devastate its commodity-dependent economy as deeply as many economists had expected.
Thus, while the World Bank predicted a recession in the Congolese economy with a negative growth of our GDP of 3.5% (for the first time since 2001), the Congolese economy thwarted this prognosis by posting a growth of its GDP around 0.8% in 2020 due to the “dynamism of extractive activity”. In view of these improvements, Standards & Poor’s Global Ratings raised the sovereign credit rating of the DRC from “CCC+/C” to “B-/B” in January 2022, thus allowing the DRC to join the club of African countries rated ” B-” by the Agency, including Nigeria and Cameroon.
Fight against corruption
The other positive point of the attractiveness of investments in the DRC is the fight against corruption and money laundering in which Kinshasa is committed. Moreover, Kinshasa and Washington are linked by a partnership relating to the promotion of democracy, human rights and the fight against corruption.
This report fully appreciates the efforts of current leaders to prosecute managers of institutions implicated in corruption and others. Better, Félix Tshisekedi has created an entire anti-corruption agency (APCL) to improve the DRC’s reputation for corruption, thus improving the DRC’s sore on the corruption perception index in 2021: 169th out of 180.
In view of these advances, the United States is very involved in supporting efforts for change in the DRC. They continue to engage in discussions on the importance of the fight against corruption, the fight against money laundering, and also on how to promote competition and attract American investors.
It should be noted that ANAPI (Agency for the Promotion of Investments), in its roadmap, has four strategic orientations, namely: (i) simplification, dematerialization and strengthening of the transparency of administrative procedures; (ii) simplification of taxation and promotion of access to credit; (iii) modernization of commercial justice and improvement of the resolution of commercial disputes; and (iv) improvement of consultation, communication and reform monitoring.
These reforms are all part of a systemic and sustainable perspective; that of the elimination of all obstacles to good business practice for any economic operator, synonymous with economic profitability for the private sector, improvement in the level of employment, increased tax revenue and increased income . These are all essential elements to increase the attractiveness and improve the competitiveness of the Congolese economy.
Sammy_da_Smile
Regular
Haha they should release them one by one so we can have a 9 day THI've been wondering all day about this announcement, particularly the wording, so I've come to the conclusion we're getting 3 announcements at once.
15% purchased.
ML
BFS
My reasoning is that if the spies are to be believed, NF was expecting the ML last week, and we all are expecting it any day since the final approval was met, so the timing of that seems right.
It was long ago said that the BFS has been ready to release but the mining licence had to be approved first.
So it's sitting there ready to be released along side the ML.
I can't recall the source (if anyone could refenece it?) but I remember reading that it was a condition that the government only hold 10% stake before the mining licence can be approved. So that 15% has gone somewhere, and we all expect it's gone to AVZ I think.
Just my thoughts
Think of the short burn
Appreciate your insight into this. I got hosed on the other forum just for asking others' views on those tweets. Much more rational tone over here.
I lost my shit a bit on the Crapper last night
AVZ and CRR threads
So over the shite
And that call on Bag2get and the Trading Tranny....100% correct......I've subtely called it out
Wonder if I'll get the usual vitriolic response and rant?
Looking forward to Wednesday.....sure hope it's the announcem
Loved your subtle call out on the CRR thread Nut. Nicely doneI lost my shit a bit on the Crapper last night
AVZ and CRR threads
So over the shite
And that call on Bag2get and the Trading Tranny....100% correct......I've subtely called it out
Wonder if I'll get the usual vitriolic response and rant?
Looking forward to Wednesday.....sure hope it's the announcement we all want!
Freehold
Regular
My view was similar read/translated all and concluded that was nothing in it despite the "barrage" of posts... a very thin line of argument if any. Likely DRC tardy updating at worst. So concluded it was storm in a teacup and not worth gracing with a response frankly as that was what was desparately wanted. Don't feed trolls... and well done to all those who resisted the urge to supply any O2 to it.
Still go with the Nigel reply to HC Mining8. "...Its been dealt with before and is Utter Rubbish"
The frenzy and desperation (and obvious posting orchestration across platforms ) of -ive posting on HC/Bird was due the time constraint Id reckon .. they knew time was very short as ML very, very near and had to get AVZ down quickly or miss their windows of opportunity to profit take on shorts or take expanded long possy. A good rule of thumb Ive noticed generally is when the trolls go into overdrive its as good a buy signal as you will get most of the time.
Well it appears like the window of opportunity for team short "may" have closed early ... and thats the gamble they took. We will see on the Ann if I'm right. Halt could be many things most obvious is ML. If so then it will be shortly followed by Cath $ commitment, any other financial debt agreement to mine, and awarding of contracts (remember suppliers already picked), possibly updated BFS and extra % ownership etc etc. Pivotal moment for sure for AVZ. And good on you Nigel for pulling the plug on the shorting party hot tub. Lets see who and how many are bathing without their budgy smugglers on shall we.
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Freehold
Regular
Pls don't post prev post to HC or Bird .... as Zero O2 Policy for Trollers
Sammy_da_Smile
Regular
As someone pointed out on HC, recent European tour, could be an offer of some sort on the table?
Retrobyte
Hates a beer
I think Joe has blocked most AVZ holders, which makes it difficult to tag himAnyone remember this.....
View attachment 5399
My favorite was when he said he wouldn’t buy AVZ shares even with someone else’s money.Anyone remember this.....
View attachment 5399
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