AVZ Discussion 2022

[oxxa23]

If the millions of shorts are funds that replicate the ASX200 hedging, then they will have the funds to keep the SP under control until they are able to cover. They don’t care until the upside is double their downside so, they are not in pain until $1.60-$2.00 depending on what level they sold/ shorted shares. OCO, one cancels the other (Rises vs short fall in SP). On the other hand any shorts without a corresponding Long position are fucked.

If the is ML only or something else only, and then other positive announcements follow in the following weeks, then IMO there won’t be a 50c - $1 spike in one day, more likely 20c-30c then a gradual increase to $2 as each further comes out over 2-3 months.

Shorters will have time therefore to cover positions at 20-40% losses, then double up with Long positions and get more $’s back.

Just saying, don’t think there will be a massive short squeeze. Caveat: If ML, BFS, FID and further Offtake and another big player were all to come in on Wednesday then true massive, massive short squeeze .

I am just happy that finally ML is imminent , after being so imminent for frickin months and month. Got sick to death of and it is “next month or next week, or end of week”. .

99% chance great news on Wednesday and 1% chance the wheels have fallen off the AVZ train.

hi george,

very much agree with your sentiment... i think most will have to $1.80 to cover before the short losses exceed the shares held gains..... and will be somewhat in control until they do.... fair chance a lot of them will be happy to hold post ML, finance offered and FID anyway, even if purchased originally due to their own mandates to hold...at that stage they wont feel the need for the hedge..

my initial thought was the TH was for the extra 15% purchase.... but, realistically, when you think CATH isn't handing over the funds until ML (as it would appear), then, why on earth would nigel commit unconditionally to the extra 15% until then also....

so, farked if i know what if not the ML... either way... all looking positive and happy with the DRC commitment with Zambia... even though it wont get off the ground for some time...

 

[bloke383]

I think we dodged a bullet today . I think the trolls/shorters would have been rubbing their hands with glee after seeing the first announcement re another extension to the CATH deal in what was expected to be a deep red day for the market . However their glee would have turned to dread with the trading halt before open .
If there is any karma the trading halt will be lifted in a sector wide lithium green rally making it even more uncomfortable for said trolls/shorters . I would love also an update from Nigel giving a clear and detailed path forward for AVZ outlining updates with regards to all the long anticipated news we have been waiting for

 

[Powerage]

Thanks Xerof,

Took me a while to figure out where all the well reasoned posters had gone to from the crapper, and here I find you all safe and well.

What a Breath of fresh air this platform is…Keep it up lads. I don’t post often, but I’m always very grateful for everyone’s input and I check the threads regularly.

I’m with you Xerof, I’m prepared for less than Stella news in order to put the 15% to bed for us, but I’m also cautiously optimistic it could be the ML (thus triggering a slew of Ann’s around BFS, SEZ, HEPP, AfDIB finance, FID etc).

I’ve been in prior to the original MCCS court case and holding since 1.4 cents. Traded a few along the way, offloaded some just over a buck, but holding vast majority in the genuine belief of eventual production (or a decent TO).

Genuinely wishing all SHs the best. And thanks again to all the balances and well reasoned holders for their on going input.

Cheers
Powerage.

 

[wombat74]

View attachment 5414

Didn't know you had a swimming pool JAG .

 

[Sammy_da_Smile]

Pretty tight ship, was expecting maybe a hint of news on the Web from DRC, but can't find anything

Old mate on twitter is in overdrive, which i'm finding fascinating to watch

 

[CHB]

Pretty tight ship, was expecting maybe a hint of news on the Web from DRC, but can't find anything

Old mate on twitter is in overdrive, which i'm finding fascinating to watch

Yeah I was looking expecting the same.

Wonder if it means it's happening tonight and hasn't happened yet

 

[j.l]

It's gonna be a long, "hit the refresh button" kind of day...

 

[Misfits]

Good ole Linda had me suspended temporarily due to letting people know her initials stood for. One crazy cat. Will we see an announcement today or before open tomorrow?

 

[Fletch77]

Good ole Linda had me suspended temporarily due to letting people know her initials stood for. One crazy cat. Will we see an announcement today or before open tomorrow?

To the Mods credit they actually pissed her off very early this time.

She opened that account at 8am yesterday and we got her suspended by 9.30am

Thats how fucking stupid that lunatic is. She could have had a bit of a crack on the AVZ forums is a subtle way, but no it comes out all guns blazing like she is smarter than the rest of us and we wouldn’t notice who it was

 

[JAG]

Nice to see Copperbelt are advertising and promoting our LinkedIn post

 

[JAG]

You were saying twat...........

 

[Fletch77]

You were saying twat...........

View attachment 5419

That’s a real oxygen thief that guy..

 

[Winenut]

Good ole Linda had me suspended temporarily due to letting people know her initials stood for. One crazy cat. Will we see an announcement today or before open tomorrow?

Sorry bout that Fits!

Looks like my ignorance landed you in the shit

 

[Misfits]

Sorry bout that Fits!

Looks like my ignorance landed you in the shit

All good mate. Dont post there that often anyway, just some reading.

 

[Flexi]

It looks like the shorters or someone has started early to put downward pressure on the sell side. Large number of sells from $1.49 and above have just appeared.

 

[JAG]

It looks like the shorters or someone has started early to put downward pressure on the sell side. Large number of sells from $1.49 and above have just appeared.

Nice plates mate

 

[Remark]

It looks like the shorters or someone has started early to put downward pressure on the sell side. Large number of sells from $1.49 and above have just appeared.

Yup, games have started already.

 

[Misfits]

Anyone checked out the garbage on Twitter from Der Geist? Not sure what his motive is but having a stoush with Constantin Garlos.

 

[Winenut]

Anyone checked out the garbage on Twitter from Der Geist? Not sure what his motive is but having a stoush with Constantin Garlos.

Grab the popcorn

 

[BEISHA]

Anyone checked out the garbage on Twitter from Der Geist? Not sure what his motive is but having a stoush with Constantin Garlos.

Who is der geist ?

This " SECTOR " character is a bit of a flog !

In fact, AVZ threads at HC are just complete crap in general now............sad

imo