Mute22
Regular
Usual pumpers are awfully quiet on all channels..
AVZ Discussion 2022
- Thread starter GazDix
- Start date
Hodlandwin69
Regular
...
Dave Evans
Regular
Usual pumpers are awfully quiet on all channels..
Okay Mute, I’ll throw my hat into the ring. Obviously there will be announcement this week which will include our cash balance which we know has been substantially drained by litigation funding because that was the plan by the corrupt actors involved.
I imagine Zijin’s lawyers (Fasken) have done everything they could do to stall our arbitration. I also imagine we will see remuneration cuts from the BOD and possibly an announcement that the Locke funding has finally been approved.
Why has it taken so long is a question that’s been brought up a number of times and no one has answered it. Here’s a few possibilities I can think of. The BOD may have put it off in the hopes that the DRC might negotiate a fair deal, but knowing the corruption in the DRC, the DRC more than likely kept leading us on with meetings in Belgium and France before the minister of lies, whoops, I mean minister of mines decided to come out with a lie and say there were no meetings between AVZ and DRC representatives.
Another reason could be, perhaps powerful people behind the scenes were trying to delay ICC and ICSID orders being enforced because they had their own plans for negotiations.
I’m talking about Bill Gates and his billionaire mates who are behind Kobold. We know one of those men in the group that recently visited our site was a geologist who worked with AVZ on our DFS and knows the value of our project.
By the way, if people working behind the scenes for Jeff Bezos, Bill Gates and Kobold are looking at buying this project out and want AVZ to end arbitration, here’s my thoughts on what our project is worth
We have a defined lithium pegmatite deposit of 840 million tonnes (equal to 13.5 million tonnes of Li2O) multiplied by today’s price which is at a low) of US$800/tonne = $US10.8 billion.
Thats AU$15,654,000,000.00
= $15 billion 654 million Australian dollars
= > $4 per share
Li2O has been over US$8000/tonne
= Over $150 billion Australian dollars
= > $40 per share
Lithium futures prices recently were between US$1,000 - US$2,000/tonne
= Over $5 per share
Near term futures pricing is short to medium term and the life of mine pricing should be well above that
The only thing I would add is that if the members of Fat Tail had rolled our BOD last year, there’s a good chance they would have sold out for $0.01 cent a share. That was what they seemingly thought it was worth.
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Mute22
Regular
Hoping the delay on Locke and eerily quiet communication from the ‘inner circle’ is because of some genuine progress or deal behind the scenes.Okay Mute, I’ll throw my hat into the ring. Obviously there will be announcement this week which will include our cash balance which we know has been substantially drained by litigation funding because that was the plan by the corrupt actors involved including everyone associated with Zijin.
I imagine Zijin’s lawyers (Fasken) have done everything they could do to stall our arbitration. I also imagine we will see remuneration cuts from the BOD and possibly an announcement that the Locke funding has finally been approved.
Why has it taken so long is a question that’s been brought up a number of times and no one has answered it. Here’s a few possibilities I can think of. The BOD may have put it off in the hopes that the DRC might negotiate a fair deal, but knowing the corruption in the DRC, the DRC more than likely kept leading us on with meetings in Belgium and France before the minister of lies, whoops, I mean minister of mines decided to come out with a lie and say there were no meetings between AVZ and DRC representatives.
Another reason could be, perhaps powerful people behind the scenes were trying to delay ICC and ICSID orders being enforced because they had their own plans for negotiations.
I’m talking about Bill Gates and his billionaire mates who are behind Kobold. We know one of those men in the group that recently visited our site was a geologist who worked with AVZ on our DFS and knows the value of our project.
By the way, if people working behind the scenes for Jeff Bezoss, Bill Gates and Kobold are looking at buying this project out and want AVZ to end arbitration, here’s my thoughts on what our project is worth
We have a defined lithium pegmatite deposit of 840 million tonnes (equal to 13.5 million tonnes of Li2O) multiplied by today’s price which is at a low) of US$800/tonne = $US10.8 billion.
Thats AU$15,654,000,000.00
= $15 billion 654 million Australian dollars
= > $4 per share
Li2O has been over US$8000/tonne
= Over $150 billion Australian dollars
= > $40 per share
Lithium futures prices recently were between US$1,000 - US$2,000/tonne
= Over $5 per share
Near term futures pricing is short to medium term and the life of mine pricing should be well above that
The only thing I would add is that if the members of Fat Tail BOD had rolled our BOD last year, there’s a good chance they would have sold out for $0.01 cent a share. That was what they seemingly thought it was worth.
Not sure what else would cause anyone here to ‘Jump for joy’, certainly not years more litigation
Remark
Top 20
Okay Mute, I’ll throw my hat into the ring. Obviously there will be announcement this week which will include our cash balance which we know has been substantially drained by litigation funding because that was the plan by the corrupt actors involved.
I imagine Zijin’s lawyers (Fasken) have done everything they could do to stall our arbitration. I also imagine we will see remuneration cuts from the BOD and possibly an announcement that the Locke funding has finally been approved.
Why has it taken so long is a question that’s been brought up a number of times and no one has answered it. Here’s a few possibilities I can think of. The BOD may have put it off in the hopes that the DRC might negotiate a fair deal, but knowing the corruption in the DRC, the DRC more than likely kept leading us on with meetings in Belgium and France before the minister of lies, whoops, I mean minister of mines decided to come out with a lie and say there were no meetings between AVZ and DRC representatives.
Another reason could be, perhaps powerful people behind the scenes were trying to delay ICC and ICSID orders being enforced because they had their own plans for negotiations.
I’m talking about Bill Gates and his billionaire mates who are behind Kobold. We know one of those men in the group that recently visited our site was a geologist who worked with AVZ on our DFS and knows the value of our project.
By the way, if people working behind the scenes for Jeff Bezos, Bill Gates and Kobold are looking at buying this project out and want AVZ to end arbitration, here’s my thoughts on what our project is worth
We have a defined lithium pegmatite deposit of 840 million tonnes (equal to 13.5 million tonnes of Li2O) multiplied by today’s price which is at a low) of US$800/tonne = $US10.8 billion.
Thats AU$15,654,000,000.00
= $15 billion 654 million Australian dollars
= > $4 per share
Li2O has been over US$8000/tonne
= Over $150 billion Australian dollars
= > $40 per share
Lithium futures prices recently were between US$1,000 - US$2,000/tonne
= Over $5 per share
Near term futures pricing is short to medium term and the life of mine pricing should be well above that
The only thing I would add is that if the members of Fat Tail had rolled our BOD last year, there’s a good chance they would have sold out for $0.01 cent a share. That was what they seemingly thought it was worth.
Locke funding deal with litigation matters only..........not part working capitalOkay Mute, I’ll throw my hat into the ring. Obviously there will be announcement this week which will include our cash balance which we know has been substantially drained by litigation funding because that was the plan by the corrupt actors involved.
I imagine Zijin’s lawyers (Fasken) have done everything they could do to stall our arbitration. I also imagine we will see remuneration cuts from the BOD and possibly an announcement that the Locke funding has finally been approved.
Why has it taken so long is a question that’s been brought up a number of times and no one has answered it. Here’s a few possibilities I can think of. The BOD may have put it off in the hopes that the DRC might negotiate a fair deal, but knowing the corruption in the DRC, the DRC more than likely kept leading us on with meetings in Belgium and France before the minister of lies, whoops, I mean minister of mines decided to come out with a lie and say there were no meetings between AVZ and DRC representatives.
Another reason could be, perhaps powerful people behind the scenes were trying to delay ICC and ICSID orders being enforced because they had their own plans for negotiations.
I’m talking about Bill Gates and his billionaire mates who are behind Kobold. We know one of those men in the group that recently visited our site was a geologist who worked with AVZ on our DFS and knows the value of our project.
By the way, if people working behind the scenes for Jeff Bezos, Bill Gates and Kobold are looking at buying this project out and want AVZ to end arbitration, here’s my thoughts on what our project is worth
We have a defined lithium pegmatite deposit of 840 million tonnes (equal to 13.5 million tonnes of Li2O) multiplied by today’s price which is at a low) of US$800/tonne = $US10.8 billion.
Thats AU$15,654,000,000.00
= $15 billion 654 million Australian dollars
= > $4 per share
Li2O has been over US$8000/tonne
= Over $150 billion Australian dollars
= > $40 per share
Lithium futures prices recently were between US$1,000 - US$2,000/tonne
= Over $5 per share
Near term futures pricing is short to medium term and the life of mine pricing should be well above that
The only thing I would add is that if the members of Fat Tail had rolled our BOD last year, there’s a good chance they would have sold out for $0.01 cent a share. That was what they seemingly thought it was worth.
That may have been a stumbling block.
just a thought.
Hey Mr President, can you get the fark out of Mcdonalds and solve this Manono heist please ?
If you could get KOBOLD to take over AVZ in one day like you promised you would fix the Ukraine war, it would be much appreciated !
Yes, mass deportation is required , get us the fark out of DRC and....
Make the deal happen and MAVZGA.
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BRICK
Zeebot Located
Lube up Felix
Question:
Who is besties with Donald Trump (Elon Musk)
Who builds electric cars (Elon Musk)
Who needs lithium (Elon Musk)
Who doesnt want China controlling the Lithium Market (Elon Musk/Donald Trump)
I suspect/guess that Elon is all over Manono (speculation)
SilentOne - Do Your Own Research
RHyNO
Regular
Where Does Tesla Get its Lithium?
As the energy transition continues to unfold, US electric vehicle (EV) pioneer Tesla (NASDAQ:TSLA) has been making moves to secure supply of the raw materials it needs to meet its production targets.Lithium in particular has been top of mind for CEO Elon Musk. Back in 2020, the battery metal had...
investingnews.com
As good as the idea is. Musk and trump getting involved with our management with so many grifters attached to our company is about as likely as a $40 per share takeover. Just bad math backed by poor speculation. Nigel is our only hope, his battles in the courts will determine this and not the geopolitical Tradewinds and lucid dreams of silent posters!Where Does Tesla Get its Lithium?
As the energy transition continues to unfold, US electric vehicle (EV) pioneer Tesla (NASDAQ:TSLA) has been making moves to secure supply of the raw materials it needs to meet its production targets.Lithium in particular has been top of mind for CEO Elon Musk. Back in 2020, the battery metal had...
Rhyno,
I am not saying that Elon or Trump would get involved in our Management. My point is blocking the Chinese from stealing Manono is in both our interest and theirs.
Regards,
SilentOne
Bin59
Regular
A good post by Capital King on the LTR thread:
Hi All,
I have pondered the question about how a Trump or Harris presidency would affect lithium stocks and to be honest the pathway forward looks good under both presidencies for different reasons.
There are a few distinct points that need to be considered separately:
Traditional Energy Production:
It would be over-simplistic and a mistake to view Trump's preference for traditional energy production as anti-EV.
I view Trump's policies around production of US domestic traditional energy more as two-fold.
EV Consumer Demand VS EV Mandates:
Let it be very clear, neither Trump nor Vance have anything against EVs at all. If they did, they wouldn't have tremendous support from Elon Musk.
Their view on the EV market is more driven by consumer choices (opposed to mandates) and wanting to compete globally in the exports market, which I'll cover in the next section.
When Vance had been asked about honouring the $500 million General Motors is receiving from a Biden policy to convert the Lansing Grand River Assembly plant from making internal combustion engine cars (ICE) to producing electric vehicles (EV), JD Vance said:
You also need to consider that if the US wants to compete in global exports of vehicles, they will need to produce more EVs as this is expectation in other economies such as the growing EU markets. The momentum behind EVs is simply too strong to stop. Globally, automakers and governments are committed to the transition to electric, with investments and policy incentives set years in advance. Major automakers have already shifted their production lines to EVs. Regardless of short-term policy changes, the market demand for EVs will continue to drive lithium demand forward.
Here is a short clip from Vance explaining that they are not against EVs.
The EV arms race between America and China:
As I have previously alluded to, Trump wants America to be at the forefront of vehicle manufacturing including EVs if that is where consumer demand is (which it is). Don't let rhetoric fool you, Trump, Vance, and Elon are well aware that the future is electric and will be doing everything they can to ensure America wins the EV arms race.
There is no way they will allow China to out compete the US in this regard... It's more likely that with the help of Elon, they will seek to produce more EVs than China if thats what it takes to compete globally and protect Detroit / Michigan.
We must also consider the need for maturation of the lithium and EV market. If Trump wants to "bring back manufacturing" to Detroit and Michigan by boosting production in the US, which is driven by consumer trends continually favouring EVs, this will be an important and crucial step in the lithium markets maturing and curbing China's dominance in this space. As much as China has contributed so far to EV production, the market needs increased competition from EV manufacturing in the US to loosen China's grip here. We have seen how China can manipulate the price of lithium if they remain the largest player in the production market.
Under Harris, I'm not sure if EV manufacturing would be the same in the US, it's more likely that American's would be driving more foreign (Chinese) imported EVs as opposed to American made EVs than compared to under Trump. Ultimately, the high consumer demand will set the course and it's clear that lithium demand will also continue to be high, and it's better that lithium is purchased by the US than by China where pricing is not transparent and prone to manipulation.
From a US nationalist perspective, Trump would prefer to source lithium from within the US, but as we know the global demand for lithium is projected to increase drastically and the US will need to continue to source from allied nations such as Australia. Not all lithium is equal, and our lithium will always be in demand. There is a good reason why Liontown Resource has chosen to partner with Ford and Tesla for lithium supply from the beginning.
It's not clear how it exactly plays out, but the overall trajectory is positive in my opinion. I think it's not a straight-forward topic and the markets will take time to realise this.
Kind regards,
CK
Hi All,
I have pondered the question about how a Trump or Harris presidency would affect lithium stocks and to be honest the pathway forward looks good under both presidencies for different reasons.
There are a few distinct points that need to be considered separately:
- Traditional energy production as a utility to reduce inflation rather than opposition to clean renewables.
- EV Consumer Demand vs EV Mandates.
- EV arms race between America and China.
Traditional Energy Production:
It would be over-simplistic and a mistake to view Trump's preference for traditional energy production as anti-EV.
I view Trump's policies around production of US domestic traditional energy more as two-fold.
- Trump views traditional energy production primarily as a utility to reduce inflationary pressures in the US economy (which will help cool inflation here too) as expensive energy costs are passed onto the end consumers for all products. This has nothing to do with EVs other than if energy costs drop, it becomes both cheaper to fill up at the pump for ICE and to charge an EV at the wall.
- Secondly, a boost in US energy exports will help the US capitalise on additional revenue. Absolutely nothing to do with EVs.
EV Consumer Demand VS EV Mandates:
Let it be very clear, neither Trump nor Vance have anything against EVs at all. If they did, they wouldn't have tremendous support from Elon Musk.
Their view on the EV market is more driven by consumer choices (opposed to mandates) and wanting to compete globally in the exports market, which I'll cover in the next section.
When Vance had been asked about honouring the $500 million General Motors is receiving from a Biden policy to convert the Lansing Grand River Assembly plant from making internal combustion engine cars (ICE) to producing electric vehicles (EV), JD Vance said:
- The Democratic presidential nominee (Harris), is "offering table scraps" - I believe the Republican's might offer more.
- “So neither me nor President Trump has ever said that we want to take any money that’s going to Michigan auto workers out of the state of Michigan”
- “We certainly want to invest in Michigan auto workers as much as possible."
You also need to consider that if the US wants to compete in global exports of vehicles, they will need to produce more EVs as this is expectation in other economies such as the growing EU markets. The momentum behind EVs is simply too strong to stop. Globally, automakers and governments are committed to the transition to electric, with investments and policy incentives set years in advance. Major automakers have already shifted their production lines to EVs. Regardless of short-term policy changes, the market demand for EVs will continue to drive lithium demand forward.
Here is a short clip from Vance explaining that they are not against EVs.
The EV arms race between America and China:
As I have previously alluded to, Trump wants America to be at the forefront of vehicle manufacturing including EVs if that is where consumer demand is (which it is). Don't let rhetoric fool you, Trump, Vance, and Elon are well aware that the future is electric and will be doing everything they can to ensure America wins the EV arms race.
There is no way they will allow China to out compete the US in this regard... It's more likely that with the help of Elon, they will seek to produce more EVs than China if thats what it takes to compete globally and protect Detroit / Michigan.
We must also consider the need for maturation of the lithium and EV market. If Trump wants to "bring back manufacturing" to Detroit and Michigan by boosting production in the US, which is driven by consumer trends continually favouring EVs, this will be an important and crucial step in the lithium markets maturing and curbing China's dominance in this space. As much as China has contributed so far to EV production, the market needs increased competition from EV manufacturing in the US to loosen China's grip here. We have seen how China can manipulate the price of lithium if they remain the largest player in the production market.
Under Harris, I'm not sure if EV manufacturing would be the same in the US, it's more likely that American's would be driving more foreign (Chinese) imported EVs as opposed to American made EVs than compared to under Trump. Ultimately, the high consumer demand will set the course and it's clear that lithium demand will also continue to be high, and it's better that lithium is purchased by the US than by China where pricing is not transparent and prone to manipulation.
From a US nationalist perspective, Trump would prefer to source lithium from within the US, but as we know the global demand for lithium is projected to increase drastically and the US will need to continue to source from allied nations such as Australia. Not all lithium is equal, and our lithium will always be in demand. There is a good reason why Liontown Resource has chosen to partner with Ford and Tesla for lithium supply from the beginning.
It's not clear how it exactly plays out, but the overall trajectory is positive in my opinion. I think it's not a straight-forward topic and the markets will take time to realise this.
Kind regards,
CK
Yes my apology (post deltd) Bill Gates decided this year to back Harris to the tune of 50mil. I wonder if our pending good news took into account a change to a Trump government
. Geo how say you, will this affect our game changing news??
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Azzler
Top 20
I'd hope so but I wouldn't count on it.
Elon repeatedly states that Lithium is everywhere, he has no problems with sourcing it wherever it is.
He's never made a stance on control of critical minerals, I don't think it bothers him much if the chinese get it, he'll just buy it from them anyway.
Elon isn't besties with Trump, he's stated in the past. not directly, that he doesn't think very much of him.
His support is only an anti-democrat move, he was a life long democrat voter until recently.
And I agree, the Democrats are so fucked up, even lefties are realising the Repubs are a better choice now.
Elon is a legend though!
RHyNO
Regular
Yeah good one mate. I tend to agree. Be very interesting to see the impact of this situation. If only we could get our government to pay attention to the 20k Australian investors being ripped off by these jerks
Scoota30
Regular
Great and accurate take
a lot of people are quick to jump on Trump and his team for the supposed bad things but his nationalistic view and vision is quite profound IMO. Having control of the house, senate and winning the popular vote is a clear mandate from the American people to move ahead with all of his plans while allowing the Republican party to make changes with less pushback compared to if it was a neck and neck race. The Biden-Harris IRS and subsidies is IMO the worse option out of the two and free market capitalism is the better option, consumer demand produces more efficient economies and better products rather than using taxpayer money for subsidies. Think about it, its the government taking your money and making decisions on where to spend it rather than the consumers deciding what is best themselves?
People also are quick to judge Elon as well but he has proven time and time again that nobody should bet against him, the entire team that Trump is currently building could be a once in a generational administration that could completely dismantle corporate & elite power across the entire board putting power back into the hands of the people and having an efficient government spending system...... The rest of the west has a lot to learn with regards to what's about to happen and hopefully follow suit if it is successful, which leads me into the final part....
Wih regards to lithium/AVZ I agree that this will positively impact the entire western critical supply chain as Trump's foreign policy is peace through strength. He will do what he can to maintain the lead against China and Russia by being stronger and keeping them in check diplomatically and that involves being less reliant on China and BUILDING DOMESTICALLY IN AMERICA again.
All IMO and maybe I am too optimistic but I believe this will positively impact the entire west as we enter a more prosperous age, Australia should also re-start domestic production and building instead of primarily being an export country.
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