AVZ Discussion 2022

[Flexi]

Thanks Jag. No way am I selling mine. I originally was getting AVZ 1 as they were available on a Friday night but I hesitated until I decided on Sunday morning BUT they were no longer available ........shattered I was.......... until my son suggested 1 AVZ which were available. So not for sale and will be part of my sons inheritance including the many many dividend paying AVZ shares.
Fingers crossed that Nigel will be the bearer of good news soon from his rumored visit to the DRC.......hoping and hoping.

 

[cruiser51]

Burning car carrier off the coast of Portugal's Azores islands.

The vessel, Felicity Ace, which is carrying about 4,000 vehicles including Porsches, Audis and Bentleys, some electric with lithium-ion batteries, caught fire in the middle of the Atlantic Ocean on Wednesday.

 

[Fletch77]

Oops Tradingirl, better get it right.
A change is as good as a holiday, I hope she got long service leave.

Keep calling her Bruce, it will put her into a meltdown..

 

[cruiser51]

Keep calling her Bruce, it will put her into a meltdown..

It is one way to earn the medal for the most moderated HC posts, lol

 

[cruiser51]

Keep calling her Bruce, it will put her into a meltdown..

She definitely doesn't like to be reminded that she is just Bruce in a new dress.
Maybe she will change her name again to remain incognito, but it is difficult to hide such a confused brain.

 

[cruiser51]

Keep calling her Bruce, it will put her into a meltdown..

Yes you are correct, lol

The name change funniest thing today Bruce, you made my day. lol

• This message has been removed from public view. on 21/02/22 14:08 because of (Flaming or Baiting)

 

[Pod1234]

Looks like I missed some excitement on HC today.
Did the HC mods finally grow a pair or actually read their own TOUs?

 

[cruiser51]

Looks like I missed some excitement on HC today.
Did the HC mods finally grow a pair or actually read their own TOUs?

Nope, neither.
Bruce just changed her name to Tradingirl.

 

[Samus]

No offence guys but many of us came here to get away from the dramas of HC.
If I never hear about that hag again it'll still be too soon...
Be a shame to end up with another circus.

 

[zeeb0t]

No offence guys but many of us came here to get away from the dramas of HC.
If I never hear about that hag again it'll still be too soon...
Be a shame to end up with another circus.

Agree - let's move on from HC. We should try keep it on topic. I think we can all sigh a collective sigh of relief if we know we don't have to think about HC and the worst offenders again

 

[Costi]

Great to see some of the top posters here, and less off topic nonsense. Appreciate all the comments and in depth work you guys do. I don’t post much but read everyday, holding since 2020.

 

[Misfits]

Gday all, happy to be over here with the crew.

 

[Remark]

Gday all, happy to be over here with the crew.

Good to see you here. Welcome to sanity

 

[JAG]

It is one way to earn the medal for the most moderated HC posts, lol

 

[Misfits]

• Australia
• Metals and Mining
• ASX:AVZ

When Will AVZ Minerals Limited (ASX:AVZ) Breakeven?​

Source: Shutterstock
We feel now is a pretty good time to analyse AVZ Minerals Limited's (ASX:AVZ) business as it appears the company may be on the cusp of a considerable accomplishment. AVZ Minerals Limited explores for mineral properties. The AU$2.8b market-cap company announced a latest loss of AU$5.4m on 30 June 2021 for its most recent financial year result. The most pressing concern for investors is AVZ Minerals' path to profitability – when will it breakeven? We've put together a brief outline of industry analyst expectations for the company, its year of breakeven and its implied growth rate.
View our latest analysis for AVZ Minerals
AVZ Minerals is bordering on breakeven, according to some Australian Metals and Mining analysts. They expect the company to post a final loss in 2023, before turning a profit of AU$73m in 2024. The company is therefore projected to breakeven around 2 years from now. How fast will the company have to grow each year in order to reach the breakeven point by 2024? Working backwards from analyst estimates, it turns out that they expect the company to grow 85% year-on-year, on average, which signals high confidence from analysts. If this rate turns out to be too aggressive, the company may become profitable much later than analysts predict.

ASX:AVZ Earnings Per Share Growth February 18th 2022​

Underlying developments driving AVZ Minerals' growth isn’t the focus of this broad overview, but, take into account that by and large a metal and mining business has lumpy cash flows which are contingent on the natural resource mined and stage at which the company is operating. This means that a high growth rate is not unusual, especially if the company is currently in an investment period.
One thing we’d like to point out is that AVZ Minerals has no debt on its balance sheet, which is rare for a loss-making metals and mining company, which typically has high debt relative to its equity. This means that the company has been operating purely on its equity investment and has no debt burden. This aspect reduces the risk around investing in the loss-making company.

Next Steps:​

There are key fundamentals of AVZ Minerals which are not covered in this article, but we must stress again that this is merely a basic overview. For a more comprehensive look at AVZ Minerals, take a look at AVZ Minerals' company page on Simply Wall St. We've also compiled a list of important aspects you should look at:

1. Valuation: What is AVZ Minerals worth today? Has the future growth potential already been factored into the price? The intrinsic value infographic in our free research report helps visualize whether AVZ Minerals is currently mispriced by the market.
2. Management Team: An experienced management team on the helm increases our confidence in the business – take a look at who sits on AVZ Minerals’s board and the CEO’s background.

 

[Misfits]

AVZ Minerals ASX:AVZ Stock Report - Simply Wall St

Quite a good read. Just copy and paste the link. Too big to post.

Some snippets

Below Fair Value: AVZ (A$0.81) is trading below our estimate of fair value (A$4)

Significantly Below Fair Value: AVZ is trading below fair value by more than 20%.

Trading at 79.9% below our estimate of its fair value

Earnings are forecast to grow 84.61% per year

 

[LEFOOL]

AVZ Minerals ASX:AVZ Stock Report - Simply Wall St

Quite a good read. Just copy and paste the link. Too big to post.

Some snippets

$4 IS ALSO VERY CONSERVATIVE HEHEHE LETS GOOOO

 

[Freehold]

As Ive said before... Once in production you need to start thinking of the AVZ peer group as the premier league players in lithium space like SQM and Ablemarles of the world. Not the second division players we are currently compared against. That is, once ramped up to full 10mt / yr throughput.

This is key to future AVZ valuation projections IMHO. Some of these tier 1 peers are currently 10x our current mcap and growing. Possibly the easiest money you may ever make is by simply sitting on your hands and doing nothing and let it run. Sure there will be up and downs in markets like the current dip due to macro factors but these are golden opportunities to take advance of the more flighty traders nervousness IMO. Inflation can rip away all it likes and a new cold war may come but unless it stops the worldwide adoption of Electric cars (and batteries ) and home storage market then it matters not I think.

 

[Misfits]

Top Holders

 

[ptlas]

Morning all, nice to be here.I was looking at the other new stock forum and no one posting there so was wondering where you all got to. Nice to see Jag and Frank still posting.
Now I’m not liking this Russia/Ukraine business. Looks like it’s about to get started. What impact we think this will have on the markets?

It will be used by the chart controllers to create volatility, hence big price swings and trading opportunities.

All stocks will be pushed around with the indices, some more than others.
If ML is still pending, then I suspect volatility will be used in an attempt to spook retail more than in most other stocks.

Big moves imo