AVZ Discussion 2022
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Frank
Top 20
A lithium M&A frenzy could be on the cards as cashed up producers eye the Next Big Thing
- Pilbara Minerals accepts its latest pre-auction bid on the BMX totalling US$7,100/dmt
- Bulletin Resources identifies more than 50 new pegmatite targets at the Ravensthorpe Lithium Project
- Sayona develops a transport solution for its North American Lithium operation with a Quebec rail operator
Another good day for lithium stocks as homegrown success story, Pilbara Minerals, accepts its latest pre-auction bid for a spodumene cargo ahead of the tenth scheduled auction on the Battery Material Exchange (BMX).
A strong response was received for a shipment of 5,000dmt grading 5.5% , which was made available to the group of registered BMX participants prior to the auction.
A pre-auction offer of US$7,100/dmt (SC5.5, FOB Port Hedland basis) has been accepted which PLS says equates to a price of roughly US$7,830/dmt on a SC6.0 CIF China equivalent basis after adjusting for lithia content on a pro rata basis and freight costs.
Luke Laretive, Seneca Financial Solutions’ CEO says the $14.29b market cap company could be looking at $1.1bn in free cash flow – “I can’t see them paying a dividend or buying back their own shares,” he explains in an interview with Stockhead.
Lithium producers could be looking to secure strategic assets
“That means we could see a bit of an M&A frenzy with producers like Pilbara, Allkem and IGO looking to secure strategic assets of scale and increase their exposure to sustained higher prices.
“There is a large valuation differential between ASX-listed lithium developers who expect to get into production next year vs those with longer term development time horizons,” he says.
“We see an opportunity these generally higher quality, more strategic and larger scale projects who might not get into production until 2024 or 2025, as the most likely M&A targets.
“Developers that fit this bill include Vulcan Energy Resources, Piedmont Lithium and Liontown Resources.”
A nice boost for lithium stocks as prices go skyward… again
Wish I was invested in a lithium stock and not a fucken political footballA lithium M&A frenzy could be on the cards as cashed up producers eye the Next Big Thing
All your lithium news, Tuesday October 18.
- Pilbara Minerals accepts its latest pre-auction bid on the BMX totalling US$7,100/dmt
- Bulletin Resources identifies more than 50 new pegmatite targets at the Ravensthorpe Lithium Project
- Sayona develops a transport solution for its North American Lithium operation with a Quebec rail operator
Another good day for lithium stocks as homegrown success story, Pilbara Minerals, accepts its latest pre-auction bid for a spodumene cargo ahead of the tenth scheduled auction on the Battery Material Exchange (BMX).
A strong response was received for a shipment of 5,000dmt grading 5.5% , which was made available to the group of registered BMX participants prior to the auction.
A pre-auction offer of US$7,100/dmt (SC5.5, FOB Port Hedland basis) has been accepted which PLS says equates to a price of roughly US$7,830/dmt on a SC6.0 CIF China equivalent basis after adjusting for lithia content on a pro rata basis and freight costs.
Luke Laretive, Seneca Financial Solutions’ CEO says the $14.29b market cap company could be looking at $1.1bn in free cash flow – “I can’t see them paying a dividend or buying back their own shares,” he explains in an interview with Stockhead.
Lithium producers could be looking to secure strategic assets
“That means we could see a bit of an M&A frenzy with producers like Pilbara, Allkem and IGO looking to secure strategic assets of scale and increase their exposure to sustained higher prices.
“There is a large valuation differential between ASX-listed lithium developers who expect to get into production next year vs those with longer term development time horizons,” he says.
“We see an opportunity these generally higher quality, more strategic and larger scale projects who might not get into production until 2024 or 2025, as the most likely M&A targets.
“Developers that fit this bill include Vulcan Energy Resources, Piedmont Lithium and Liontown Resources.”
A nice boost for lithium stocks as prices go skyward… again
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Frank
Top 20
Why rationally Félix Tshisekedi cannot be re-elected
First the Congolese will not forgive him for getting closer to Kagame.
Then, the capture of Bunangana by the small Rwanda until today (4 months and no major action under counter-attack), almost all the roads are not passable, the generalized strikes in particular in the universities and public higher institutes as well as in nursing circles; the embezzled money was never returned to the public treasury while releasing the suspected and convicted embezzlers from prison; the Congolese have not forgotten that the RAM stole a lot of money from them; they were never compensated; 80% of Congolese do not have water to drink (return to cans to the detriment of taps) and electricity (the use of a Chinese torch becomes the rule and electricity the exception).
There is also the ton of unfulfilled presidential promises; the housewife's basket is constantly reduced and food and bread once again become a luxury; the mpiodi promised to the Congolese to celebrate the happy new year 2022 is still waiting and finally unemployment and informal jobs for survival are increasing.
We must add to these popular discontents, the normal political games in politics and democracy: katumbi, Fayulu, Mukwege, Diongo, Sesanga will coalesce against him, if only one of them is not in a position to beat him.
Finally, foreign influence.
It is true that the country of Lumumba does not deserve foreigners to meddle in our affairs to impose presidents, but unfortunately this is what has been done since the assassination of P E Lumumba: the arrival of Mobutu, LDKabila, J Kabila and de FATSHI have been there.
Ignoring this negative and unfortunate reality is political blindness and bigoted emotion.
FATSHI, reproached by the USA for having done nothing to judge Joseph Kabila and to diminish the influence of China in the DRC, will hold him to account.
The European Union is in the process of setting its sights in turn on Doctor Mukwege.
Honestly, rationally and scientifically, the re-election of FATSHI is not possible even if he planned the kabilie fraud.
Professor Lohata Tambwe Okitokosa Paul–Rene
Bin59
Regular
That’s right j.l,
Mineral Resources : Update on PLS first right of refusal
ASX ANNOUNCEMENT Tuesday, 25 October 2016 MINERAL RESOURCES AND PILBARA MINERALS REACH AGREEMENT ON FIRST RIGHT OF REFUSAL AT PILGANGOORA ...
Frank
Top 20
Financial Times Africa Summit: Félix Tshisekedi is set to meet British Prime Minister Ms. Truss in London
The President of the Republic, Félix-Antoine Tshisekedi, speaks, this Tuesday, October 18 at Africa Summit of the Financial Time in London, on investment in Africa and the DRC.
The Head of State is the guest of honor and main speaker at this forum.
This London summit, the first in Europe and third in the world after New York and Hong Kong, reports the Congolese Press Agency, is the annual meeting of investors interested in Africa.
Specialized in mineral raw materials, this business framework brings together economic operators wishing to know the present and the future of the world to invest in the right places and at the right time.
The agenda of President Félix Tshisekedi, who will spend 48 hours in London, provides for a meeting with the British Prime Minister, Mrs. Truss, and exchanges in particular with investors and leaders of the Chamber of Commerce and Industry of the United Kingdom .
Organized under the theme: “Investing in Africa”, the summit will bring together high-level delegations from governments, companies, political decision-makers and investors.
The Summit will deliberate on the impact of the COVID-19 pandemic and the war in Ukraine, the preparation for COP27 in Egypt, how African economies are defining their priorities in the sectors of energy, transport, manufacturing and others.
The forum will also discuss how the African Continental Free Trade Area is changing the investment environment on the continent.
mediacongo
The President of the Republic, Félix-Antoine Tshisekedi, speaks, this Tuesday, October 18 at Africa Summit of the Financial Time in London, on investment in Africa and the DRC.
The Head of State is the guest of honor and main speaker at this forum.
This London summit, the first in Europe and third in the world after New York and Hong Kong, reports the Congolese Press Agency, is the annual meeting of investors interested in Africa.
Specialized in mineral raw materials, this business framework brings together economic operators wishing to know the present and the future of the world to invest in the right places and at the right time.
The agenda of President Félix Tshisekedi, who will spend 48 hours in London, provides for a meeting with the British Prime Minister, Mrs. Truss, and exchanges in particular with investors and leaders of the Chamber of Commerce and Industry of the United Kingdom .
Organized under the theme: “Investing in Africa”, the summit will bring together high-level delegations from governments, companies, political decision-makers and investors.
The Summit will deliberate on the impact of the COVID-19 pandemic and the war in Ukraine, the preparation for COP27 in Egypt, how African economies are defining their priorities in the sectors of energy, transport, manufacturing and others.
The forum will also discuss how the African Continental Free Trade Area is changing the investment environment on the continent.
mediacongo
Der Geist
Regular
…when will people learn to focus on the stock not posters?
Back to stock:
“I think it’s complex, where is the better Good?”
Where is the better Good? If it’s true AVZ notified ASIC of Congo Jungle conditions?
My view is also it is hard to defend management on every point in the rule book
Anyone seen the full length transport study appendices T1 T2 in AVZ DFS? First one to locate “Infraology’s two reports… T.1 and T.2” , and I’ll delete my TSE
account
“ Infraology’s two reports can be seen in Appendices T.1 and T.2 of the DFS report.”
Der Geist
Regular
I read before and after highlighted and I think it was about nutting out what is reasonable time,
Agree about even in suspension. For AVZ it relies on “subject” as incomplete
I hope no one is suffering from tax assessments
Mouthpiecenomnom
Regular
Objectively untrue. Just as bad as saying everything is going great. Not necessarily happening the way we would like or on the terms we would prefer but it is realistic to continue to expect value on this investment in the future.
Bray
Regular
IF.. and a big IF, it doesn’t/cannot return to a positive outcome, surely AVZ will resume ‘trading’ and a first in best dressed sell off will happen. Get whatever you can like a bunch of seagulls going after chips at the beach
Personally I’m still very hopeful that we will see a positive outcome just a matter of wading through the constant shit at our door
Bin59
Regular
Africa Summit 2022: President Tshisekedi calls on foreign entrepreneurs to come and invest in the DRC
Bymukendihours ago
"Do not consider our weaknesses but our desire for change", this is the key word to remember from the speech that the President of the Republic gave during his speech on Tuesday, October 18, 2022, in London, on the occasion of the summit on Africa organized annually by the Financial Times (FT).
This foundation to which the FT suits the influential leaders of this world has been enhanced this year by the presence of Félix Antoine Tshisekedi, also present as Honorary President of the AU, the pan-African organization, current president of CEEAC and SADC, two major sub-regional organizations on the continent.
According to a presidential press dispatch consulted by RTNC.CD, Félix Antoine Tshisekedi returned to the issues and challenges facing the DRC under its presidency.
The causes of the war of aggression imposed on it by Rwanda via the M23 terrorists. The issue of environmental preservation, the business climate, investment opportunities, the opportunities offered in the green economy, a way for him to give appropriate answers to the theme raised at this summit.
Regarding the presence of the M23 terrorists in Bunagana, as he had done at the United Nations tribune, the Financial Times guest did not go there from the back of the spoon by calling once again to the international community, which is slow to weigh its weight to resolve this security crisis inherited from the reception on Congolese soil, Rwandan refugees who had fled the war at home, with the harmful
According to the same source, Félix Tshisekedi also did not mince his words when it was time to defend the ongoing process of the allocation of oil and gas blocks, which is not unanimous among environmentalists and other activists fighting against climate change. The DRC, he said, is the solution country and is committed to this vocation. On the other hand, its populations have the right, as is the case, for example, in Gabon and Norway, to benefit from its natural resources, as long as the authorities respect the conventions established in this field and no law, be it is international, prohibited.
On the same path, the President of the Republic did not fail to reassure those whose doubts remain about the supposed absence of the business climate. It is the first to come who are served first, he said, as if to say that the instability conveyed by some media to discourage investors is not fully founded. While some are hesitating, he says, the country is really on the way to recovery, through large-scale projects in the field of agro-industry, energy and strategic minerals that enter into the manufacture of batteries for electric vehicles, for example.
The Head of State also marked his intervention by highlighting his desire to put good governance at the heart of his political action. He named cited the case of telecommunications companies that are currently being hunted, because of the tax evasion they have shown for years and that cause the Congolese state to lose billions of dollars annually. President Tshisekedi is determined to put an end to it to definitively break with the defects of past regimes.
This afternoon, the Head of State's agenda includes two interviews, one with the BBC and the other with the Times.
It is worth recalling that President Félix-Antoine Tshisekedi Tshilombo has been staying in London since Monday with a strong delegation.
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