AVZ Discussion 2022

[ptlas]

Hi all,

I have heard many people use the term 'paid downramper' in relation to the trolls- is there actually a market for this? Who is paying?
Based off the poor quality of the trolling I've seen on 'other' forums, I am sure I could be a standout employee.
They lack eloquence, justifications, or insights. No real understanding of what specifics the shareholders may hold concern for, or what triggers will spread unease and alter sentiment.

I will happily take on a paid contract to downramp most companies, if anyone knows of a position.

Note- Some companies I truly believe in, including AVZ, so I will not accept contracts for these.

Please feel free to message me directly if needed.

There are most definitely paid down-rampers.
Periodically retired ones post on Crapper. Could be baloney but this cynic believes them.
I suspect our favourite girl is just someone with issues-don't actually think she's smart enough to earn money doing it.

From the stories I read, it seems that they operate in packs for short periods then move on to where the paymaster sends them.

 

[Freehold]

 

[Winenut]

I'm eyeing some beachside peace. Just waiting on a few further positives from AVZ which I suspect are not too far away

I can't say how happy I am to be away from you know where and you know who

Anyway the FA is intact and the announcements we are all waiting for seem tantalizingly close

Right now there isn't much we can do but wait

Sometimes the waiting is the hardest part......

 

[Freehold]

Interesting Interview released yesterday ... albeit a bit technical with Chris Reed (CEO Neometals) on the future of downstream processing and recycling and new processes such as ELI (Electrolytic Lithium), peak spodumene amongst other things with our old friend (..Not!) Joe Lowry interviewing. AVZ cracks a brief mention along with other upcoming lithium hopefuls. Long but informative. Worth a Listen I reckon.

//podcasts.apple.com/us/podcast/the-global-lithium-podcast/id1483677267?i=1000551693267

 

[Thunderpony]

There are most definitely paid down-rampers.
Periodically retired ones post on Crapper. Could be baloney but this cynic believes them.
I suspect our favourite girl is just someone with issues-don't actually think she's smart enough to earn money doing it.

From the stories I read, it seems that they operate in packs for short periods then move on to where the paymaster sends them.

'Paymaster' seems ominous, but I'm still open for offers...

 

[blu]

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.

Wise words @Freehold . Sitting and holding has saved my bacon, but fuck what a journey. Important to understand the risk reward scenarios and then hold on tight while the bull and all his fuckery tries to buck you off. Good to see you contributing over here.

 

[cruiser51]

I'm eyeing some beachside peace. Just waiting on a few further positives from AVZ which I suspect are not too far away

I can't say how happy I am to be away from you know where and you know who

Anyway the FA is intact and the announcements we are all waiting for seem tantalizingly close

Right now there isn't much we can do but wait

Sometimes the waiting is the hardest part......

Ever considered investing in a frothel with a floating jetty?
Sublease it to a team of belly dancers and negatively gear the entire venture?
As people are allowed to roam around after Covid 19, the business opportunities are mind boggling.
I saw the twinkle in the eyes of Alan Joyce!!

 

[Fletch77]

I'm eyeing some beachside peace. Just waiting on a few further positives from AVZ which I suspect are not too far away

I can't say how happy I am to be away from you know where and you know who

Anyway the FA is intact and the announcements we are all waiting for seem tantalizingly close

Right now there isn't much we can do but wait

Sometimes the waiting is the hardest part......

Have a quick look at the beach front properties in Vanuatu Winenut, and see what an acre of tropical paradise with coral reef at you front door will set you back, with just a 3 hr flight from East Coast. (an elevated block Frank)
There is the little issue of zero income tax over there though.. so if you think not having to lodge tax returns might annoy you, then Island life might not be for you mate 🏝

 

[Fletch77]

Thanks for sharing that video Freehold.

They were spot on with their analysis, and I’m looking forward to the next re-rate with the whole lithium sector. Some of the quality stocks I’m holding are well down from highs as they mentioned. Especially when AVZ is riding the wave post ML and BFS etc.

Is there any reason that you know of why they refuse to mention AVZ ? They talked about a lot of ASX companies but I have never in past videos seen them mention AVZ. In this one I think they said “ we know where that supply can come from” like they aren’t allowed to mention us ?

 

[JAG]

'Paymaster' seems ominous, but I'm still open for offers...

For those that don't know.............an example of how down ramping, ramping and misdirection can occur

 

[JAG]

Think it may be time to update the moon graph

 

[JAG]

Looking good for a nice day ahead IMO

 

[Remark]

Looking good for a nice day ahead IMO

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Maybe not...

 

[JAG]

Maybe not...

Ahh, we will bounce back

 

[Winenut]

Macro events clearly in control at the moment

As I said fundamentals for AVZ haven't changed so it's a case of sitting tight

With the Nige apparently in the DRC who knows what might happen!

 

[Dazmac66]

A wee bit nasty today. Maybe a 7-8% drop enough to trigger a few stops. Be a real shame if ML was to drop with such strong short term headwinds.

 

[CHB]

Happy for the ML to drop ASAP even during the first attack of war (if there is one).

We just need to keep progressing and the SP will take care of itself longer term

 

[JAG]

*To Remind,

The EV revolution seems to be fast approaching a state of critical mass, which is translating into record-breaking price runs for cathode inputs such as nickel and cobalt and, of course, lithium itself.

Surging demand for battery metals reflects both the exponential rise in EV sales and the build-out of a global battery manufacturing industry, each new Gigafactory representing an extra pull on metal stocks.

A record 286.2 GWh of passenger electric vehicle battery capacity was deployed onto roads globally last year, according to Adamas Intelligence.

That represented a 113% increase on 2020 as new energy vehicle sales continued to grow strongly in China, the world’s largest market, and exploded in Europe.


*In other News,

Mercedes-Benz foresees EV-only production lines within a few years​

Mercedes-Benz expects to have factories producing exclusively electric vehicles by the second half of the decade.

The carmaker foresees some of its production lines within factories switching fully to electric even sooner, production chief Joerg Burzer said in an interview with Reuters.

“Building a whole new battery-electric vehicle factory takes time. We have taken another approach,” Burzer said.

“We will certainly have some lines producing only electric vehicles in the next few years… we also see whole factories switching to electric – that is a topic for the second half of the decade.”

The premium carmaker will launch production of its EQE model, revealed last September at the IAA Mobility show, in Bremen later this year, followed by Beijing and Tuscaloosa.

Mercedes is betting on the model, an electric adaptation of the E-class with a peak range of 660 km, to boost EV unit sales as it shifts investment away from internal combustion vehicles and towards electric-only production platforms.

“With the ramp-up of the EQE in Bremen and later in Beijing, we are coming into a segment where we can deliver at far higher volumes,” Burzer said.

Just 2.3% of Mercedes-Benz Cars’ sales last year were battery-electric vehicles, rising to 11% including plug-in hybrids, which have both an engine and a battery.

As of 2025, it expects electric and hybrid electric cars to make up 50% of sales, with all-electric cars expected to account for most of that.


www.mining.com/category/battery-metals


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RIP Tom ​

Fundamentals haven't changed....only Puttin

 

[cruiser51]

With the Nige apparently in the DRC who knows what might happen!

View attachment 1564

 

[Winenut]

With the Nige apparently in the DRC who knows what might happen!

View attachment 1564

Looks like he's signing something official