AVZ Discussion 2022

[John25]

Getting down to the “Nitty Gritty “ Xmas coming up …We have an early market on whats to come first …Xmas …1000pages on TSE…or ML…Also our Nells has so called firmed in the Bridge Dash to outright Favourite

 

[Remark]

there you have it!

#RDC : Faced with young people, Félix Tshisekedi defends his ministers who, according to him, are not corrupt. “Bring me proof of their corruption and they will no longer be part of the government”

I'm starting to think FT is waiting until it's closer to re-election time before taking any action on the corruption.

 

[John25]

I'm starting to think FT is waiting until it's closer to re-election time before taking any action on the corruption.

I’m thinking but actually know ..he’s

 

[wombat74]

Sorry Wombat, I've been away hiding in my den and busy cooking up a storm. (cookbook in the works)

Was thinking about inviting you for dinner sometime, please let me know your availability


View attachment 23325

Sounds great Fox .

 

[Rediah]

there you have it!

#RDC : Faced with young people, Félix Tshisekedi defends his ministers who, according to him, are not corrupt. “Bring me proof of their corruption and they will no longer be part of the government”

So now its the responsibility of public to bring the proof, I hope thats not what he meant

I hope its more like he don't want to make the call on the fate of these corrupt players himself.

He wants to show he is neutral and unbiased and maintain diplomatic standing with all the ministers but at the same time he wants relevant authorities to keep doing their work, bring the evidence, bring the charges and then when its there in black & white, he can then put a final seal of approval stating it's not him but the justice system that did their job?

 

[The Fox]

Sounds great Fox .
View attachment 23362

Ready when you are

 

[wombat74]

So now its the responsibility of public to bring the proof, I hope thats not what he meant

I hope its more like he don't want to make the call on the fate of these corrupt players himself.

He wants to show he is neutral and unbiased and maintain diplomatic standing with all the ministers but at the same time he wants relevant authorities to keep doing their work, bring the evidence, bring the charges and then when its there in black & white, he can then put a final seal of approval stating it's not him but the justice system that did their job?

Presidents and politicians are like the BoD of public companies . They are going to say whatever sh1t they have to to keep their high paying jobs. Like a Road Show or an AGM. Tell the masses what they want to hear .

 

[BRICK]

Thought id just fill in the empty months on the chart for the last 30 weeks

 

[MoneyBags1348]

Anyone else sick of this shit and just want them back on market for better or or worse because you’re completely fkn over the whole thing and looking at tweets and looking here and there’s no real news…: it’s hard to keep the head up when you’re this deep isn’t it…

View attachment 23340
Too old for this Shit Show …let someone else deal with it TO $1.50 -$2 & lets move on with our lives.I have patience ( 5 children) but fuck me dead 30 weeks tomorrow with NO end in sight

Fuxk yeah it’s much more fun on market… This shit is fucked and better open at $2 for all the bullshit we have been through…

At least that way anyone that needs the cash could sell etc..

I recently bought CXO and they at HC are complaining about CXO management not keeping them in the loop and no announcements etc

Amateurs….

Well if you three blokes are serious, maybe you and Wombie should have a discussion about the following....
My thoughts only (based on my intel)


The surface rights fees have been calculated and given to AVZ (Nigel may say differently)

Nigel does not want to pay the surface rights until ownership issues are resolved with Cominiere and Dathomir

These issues affect the share price (Equity) and are front and center to institutional and other investors

Ownership was brought to light by media reports including Boatman, Tom Richardson.... not Nigel

CAMI won’t issue the mining license until surface rights fees have been paid


AVZ’s cost to purchase Cominiere’s 15% approximately $150million? (Estimated Value)

AVZ has considered paying Dathomir (Simon Cong) for the 15% related to them ($25million)

Intel supposedly stemming from the xxxxxxx alludes to the fact that Cong may be above legal reproach


CATH do not necessarily want 24%.... What they want is guaranteed long term supply

If CATH only want 10% that puts into question previously agreed capital from CATH


Consider AVZ therefore to have higher initial project CAPEX requirements

Start-up capital required for the project was reported up from original DFS (reported around $1Billion)

Possible capital required (Cominiere + Dathomir + Project CAPEX).... I have a figure, others can calculate their own


Share price needs to be higher to avoid excessive dilution

Capital Raise (Equity) generally at 20% discount to the weighted share price

Nigel won’t state Pan African DFI’s (Debt to Equity Ratio), but trying to keep required equity to below 20% of AVZ’s Market Capital


Nigel will look to eventually consolidate SOI (perhaps 1:4) as when it is time for him to cash some in, he would rather be looking at selling a % of 12million shares rather than % of 50million…. So if you own about 3million now, that would come down to less than 1million shares

Nigel will do his best for this project to succeed because he has 50million shares…. at last years Sydney presentation told me he had only invested around $200k to $250k worth in AVZ so indicates how he views his own finances


The roadshows and AGM placated angry investors but did not answer online questions or give clear responses to the above queries

I’ve said in the past that I understand why the company has taken the actions it has, but after disrespecting shareholders by telling WA Road Show attendees the ML would drop on or by 15/11/22 and not to replying to emails, phone calls and AGM online questions it's time to give them a bit of their own business because what AVZ’s exec’s and BOD don’t seem to realise, is that when you shit on shareholders who have invested more financially than they have sooner or later those investors will communicate with other investors instead of the company.


@BEISHA, looks like your hope that TSE would stay a better platform compared to others might have overlooked the crapper rampers and pack mentality lurking here in the background. A recent post calling people dummies, telling me to lay off the piss and calling me a wanker received 43 likes. I realise this place has a lurking pack mentality who join in on shitting on someone so thanks to the moderator for removing that post on my request.

 

[Rediah]

Sorry for the cross promotion

 

[Winenut]

Well if you three blokes are serious, maybe you and Wombie should have a discussion about the following....
My thoughts only (based on my intel)


The surface rights fees have been calculated and given to AVZ (Nigel may say differently)

Nigel does not want to pay the surface rights until ownership issues are resolved with Cominiere and Dathomir

These issues affect the share price (Equity) and are front and center to institutional and other investors

Ownership was brought to light by media reports including Boatman, Tom Richardson.... not Nigel

CAMI won’t issue the mining license until surface rights fees have been paid


AVZ’s cost to purchase Cominiere’s 15% approximately $150million? (Estimated Value)

AVZ has considered paying Dathomir (Simon Cong) for the 15% related to them ($25million)

Intel supposedly stemming from the xxxxxxx alludes to the fact that Cong may be above legal reproach


CATH do not necessarily want 24%.... What they want is guaranteed long term supply

If CATH only want 10% that puts into question previously agreed capital from CATH


Consider AVZ therefore to have higher initial project CAPEX requirements

Start-up capital required for the project was reported up from original DFS (reported around $1Billion)

Possible capital required (Cominiere + Dathomir + Project CAPEX).... I have a figure, others can calculate their own


Share price needs to be higher to avoid excessive dilution

Capital Raise (Equity) generally at 20% discount to the weighted share price

Nigel won’t state Pan African DFI’s (Debt to Equity Ratio), but trying to keep required equity to below 20% of AVZ’s Market Capital


Nigel will look to eventually consolidate SOI (perhaps 1:4) as when it is time for him to cash some in, he would rather be looking at selling a % of 12million shares rather than % of 50million…. So if you own about 3million now, that would come down to less than 1million shares

Nigel will do his best for this project to succeed because he has 50million shares…. at last years Sydney presentation told me he had only invested around $200k to $250k worth in AVZ so indicates how he views his own finances


The roadshows and AGM placated angry investors but did not answer online questions or give clear responses to the above queries

I’ve said in the past that I understand why the company has taken the actions it has, but after disrespecting shareholders by telling WA Road Show attendees the ML would drop on or by 15/11/22 and not to replying to emails, phone calls and AGM online questions it's time to give them a bit of their own business because what AVZ’s exec’s and BOD don’t seem to realise, is that when you shit on shareholders who have invested more financially than they have sooner or later those investors will communicate with other investors instead of the company.


@BEISHA, looks like your hope that TSE would stay a better platform compared to others might have overlooked the crapper rampers and pack mentality lurking here in the background. A recent post calling people dummies, telling me to lay off the piss and calling me a wanker received 43 likes. I realise this place has a lurking pack mentality who join in on shitting on someone so thanks to the moderator for removing that post on my request.

Lots of good points and thoughts raised there MB

On the CATH deal my understanding is even if they don't take the full 24% they are still comfortable with providing the funding to progress the project

They want to secure supply so from what I am hearing whether they take a lower % of the project (ie 9%) they will still provide the required funding (and possibly even more)

I simply assume it would be in the form of the agreed/final percentage equity funding and then the balance debt funding

 

[John25]

Well if you three blokes are serious, maybe you and Wombie should have a discussion about the following....
My thoughts only (based on my intel)


The surface rights fees have been calculated and given to AVZ (Nigel may say differently)

Nigel does not want to pay the surface rights until ownership issues are resolved with Cominiere and Dathomir

These issues affect the share price (Equity) and are front and center to institutional and other investors

Ownership was brought to light by media reports including Boatman, Tom Richardson.... not Nigel

CAMI won’t issue the mining license until surface rights fees have been paid


AVZ’s cost to purchase Cominiere’s 15% approximately $150million? (Estimated Value)

AVZ has considered paying Dathomir (Simon Cong) for the 15% related to them ($25million)

Intel supposedly stemming from the xxxxxxx alludes to the fact that Cong may be above legal reproach


CATH do not necessarily want 24%.... What they want is guaranteed long term supply

If CATH only want 10% that puts into question previously agreed capital from CATH


Consider AVZ therefore to have higher initial project CAPEX requirements

Start-up capital required for the project was reported up from original DFS (reported around $1Billion)

Possible capital required (Cominiere + Dathomir + Project CAPEX).... I have a figure, others can calculate their own


Share price needs to be higher to avoid excessive dilution

Capital Raise (Equity) generally at 20% discount to the weighted share price

Nigel won’t state Pan African DFI’s (Debt to Equity Ratio), but trying to keep required equity to below 20% of AVZ’s Market Capital


Nigel will look to eventually consolidate SOI (perhaps 1:4) as when it is time for him to cash some in, he would rather be looking at selling a % of 12million shares rather than % of 50million…. So if you own about 3million now, that would come down to less than 1million shares

Nigel will do his best for this project to succeed because he has 50million shares…. at last years Sydney presentation told me he had only invested around $200k to $250k worth in AVZ so indicates how he views his own finances


The roadshows and AGM placated angry investors but did not answer online questions or give clear responses to the above queries

I’ve said in the past that I understand why the company has taken the actions it has, but after disrespecting shareholders by telling WA Road Show attendees the ML would drop on or by 15/11/22 and not to replying to emails, phone calls and AGM online questions it's time to give them a bit of their own business because what AVZ’s exec’s and BOD don’t seem to realise, is that when you shit on shareholders who have invested more financially than they have sooner or later those investors will communicate with other investors instead of the company.


@BEISHA, looks like your hope that TSE would stay a better platform compared to others might have overlooked the crapper rampers and pack mentality lurking here in the background. A recent post calling people dummies, telling me to lay off the piss and calling me a wanker received 43 likes. I realise this place has a lurking pack mentality who join in on shitting on someone so thanks to the moderator for removing that post on my request.

You forgot original reason for suspension was for ML but slipped up at AGM stating shorts position .If ML was imminent/May /Soon or chance why are we afraid of opening …have seen SP plummet from .37c-4c a few yrs back but FFS Nigel & Board you can’t hold SHs for ransom over your now over-sized ego.Have Emailed a few times (no reply) still no little snippets of news from management to “keep dream alive” they’ll fall back into the same Cone of Silence as before & let everyone’s bipolar imagination run wild .i wasnt 1 of the 43 likes Bags on your post ..i dearly respect yours & every fair dinkum holder who vents on here.When this Shit Show is finally over ,you’ll have to teach me how to paragraph sentences

 

[BEISHA]

Welcome to WEEK 30 holders …how time flies when your having FUN
View attachment 23357
View attachment 23358

I am having fun with Delvine Delaney winking at me.....

 

[Samus]

Beneath her saintly appearance hides a predator. Adele Kayinda involved in a vast embezzlement operation of more than $100million at #Cominiere . A blow against the country carried out with Dg Cami, Cons. Special of Félix, Dg Cominiere etc. The #ngelekasphere strikes again.

 

[MoneyBags1348]

You forgot original reason for suspension was for ML but slipped up at AGM stating shorts position .If ML was imminent/May /Soon or chance why are we afraid of opening …have seen SP plummet from .37c-4c a few yrs back but FFS Nigel & Board you can’t hold SHs for ransom over your now over-sized ego.Have Emailed a few times (no reply) still no little snippets of news from management to “keep dream alive” they’ll fall back into the same Cone of Silence as before & let everyone’s bipolar imagination run wild .i wasnt 1 of the 43 likes Bags on your post ..i dearly respect yours & every fair dinkum holder who vents on here.When this Shit Show is finally over ,you’ll have to teach me how to paragraph sentences

No I didn’t forget John…. I just put it in there a little more subtly.

They couldn’t come out and say “Reason for suspension is because the ML is being held up because we aren’t going to pay the surface rights fee because our share price will fall because of the ownership issues that everyone knows about now not being resolved for at least 6 months and we don’t want that because it will affect future capital raising to get our project started so we’ll just go on bullshitting every one until ….”

As far as paragraphs, if you have an iPhone, you press the ‘return’ button

@Cashcity taught me that

 

[Spikerama]

I am having fun with Delvine Delaney winking at me.....

That's not DD. It's Kate Upton isn't it?

 

[wombat74]

Well if you three blokes are serious, maybe you and Wombie should have a discussion about the following....
My thoughts only (based on my intel)


The surface rights fees have been calculated and given to AVZ (Nigel may say differently)

Nigel does not want to pay the surface rights until ownership issues are resolved with Cominiere and Dathomir

These issues affect the share price (Equity) and are front and center to institutional and other investors

Ownership was brought to light by media reports including Boatman, Tom Richardson.... not Nigel

CAMI won’t issue the mining license until surface rights fees have been paid


AVZ’s cost to purchase Cominiere’s 15% approximately $150million? (Estimated Value)

AVZ has considered paying Dathomir (Simon Cong) for the 15% related to them ($25million)

Intel supposedly stemming from the xxxxxxx alludes to the fact that Cong may be above legal reproach


CATH do not necessarily want 24%.... What they want is guaranteed long term supply

If CATH only want 10% that puts into question previously agreed capital from CATH


Consider AVZ therefore to have higher initial project CAPEX requirements

Start-up capital required for the project was reported up from original DFS (reported around $1Billion)

Possible capital required (Cominiere + Dathomir + Project CAPEX).... I have a figure, others can calculate their own


Share price needs to be higher to avoid excessive dilution

Capital Raise (Equity) generally at 20% discount to the weighted share price

Nigel won’t state Pan African DFI’s (Debt to Equity Ratio), but trying to keep required equity to below 20% of AVZ’s Market Capital


Nigel will look to eventually consolidate SOI (perhaps 1:4) as when it is time for him to cash some in, he would rather be looking at selling a % of 12million shares rather than % of 50million…. So if you own about 3million now, that would come down to less than 1million shares

Nigel will do his best for this project to succeed because he has 50million shares…. at last years Sydney presentation told me he had only invested around $200k to $250k worth in AVZ so indicates how he views his own finances


The roadshows and AGM placated angry investors but did not answer online questions or give clear responses to the above queries

I’ve said in the past that I understand why the company has taken the actions it has, but after disrespecting shareholders by telling WA Road Show attendees the ML would drop on or by 15/11/22 and not to replying to emails, phone calls and AGM online questions it's time to give them a bit of their own business because what AVZ’s exec’s and BOD don’t seem to realise, is that when you shit on shareholders who have invested more financially than they have sooner or later those investors will communicate with other investors instead of the company.


@BEISHA, looks like your hope that TSE would stay a better platform compared to others might have overlooked the crapper rampers and pack mentality lurking here in the background. A recent post calling people dummies, telling me to lay off the piss and calling me a wanker received 43 likes. I realise this place has a lurking pack mentality who join in on shitting on someone so thanks to the moderator for removing that post on my request.

I've said it before . If paying out Cong was a water tight option why the f--k haven't we done it ? Zijin holding 15% (only) is not the end of the world . They have expertise and would have to contribute lots of $$$$$ . AVZ majority stakeholder joins forces with powerhouse Zijin. I cant see how the market would see that as a negative . I just hope this is an option we can fall back on if it actually exists . Hate to think SH suffering has been in vain .

 

[ptlas]

I've said it before . If paying out Cong was a water tight option why the f--k haven't we done it ? Zijin holding 15% (only) is not the end of the world . They have expertise and would have to contribute lots of $$$$$ . AVZ majority stakeholder joins forces with powerhouse Zijin. I cant see how the market would see that as a negative . I just hope this is an option we can fall back on if it actually exists . Hate to think SH suffering has been in vain .

100%

The problem is that we all know Cong can't be trusted. It will be watertight until it isn't.

Remember that ultimately he is probably accountable to CCP.

As a result, I suspect we're in this repeat loop until/ if ownership is sorted.

 

[JAG]

 

[JAG]