AVZ Discussion 2022

[Goldenboy]

Production early 2030's???

Geezez

Zijin steal the fucking shit and look like producing in 2026

Kobold should get Zijin in as sub contractors. Producing by 2027 !!!

 

[Frank]

*Hopefully a Stiffy that won't go down for a month or two

 

[PutUsernameHere]

I agree with you here Wombat. I'm not sure why there wasn't more said about this article posted yesterday!

Gates and Bezos-Backed Startup Pursues Congo’s Lithium Resources​

It is written in a way that basically states that KoBold developing Manono is a foregone conclusion:

"KoBold's entry introduces Western competition in what has increasingly become a Chinese-dominated industry. This competitive dynamic adds complexity to the project's development and highlights its role in navigating resource nationalism in the global critical minerals race".

"KoBold's projected timeline, with production potentially beginning in the early 2030s, aligns strategically with the European Union's planned ban on internal combustion engine vehicles. "

"If KoBold can accelerate production and establish refining capacity outside China's sphere of influence, the project could significantly reshape global battery supply chains."


They are very confident that a deal will be done or very arrogant!

Think they're just taking a leaf out of Zijin/Comminiere's book - Fake it till you make it. If I read it in the news, it must be true, even if I was the one that wrote the news...

 

[Frank]

The general economic saying is that money today is worth more than money tomorrow. This is because money devalues with inflation, and there is an opportunity cost to holding cash when it can be invested elsewhere to deliver inflation-beating profits.

However, Manono, and Roche Dure in particular are yet to be developed and deliver profits for shareholders. I suspect your $1 today will be multiples in a year or two or three. I'm holding mine as long as it takes for a multi-multi-bagger profit (Min 5,000% profit).

Just thinking out aloud.

Cheers
F

 

[Frank]

IMO only, Felix would now be desperate . Desperate to save face and his position and desperate for US support. His only option now, to give the appearance as a clean skin, is distance himself and to sacrifice Cominere and Celestin in a very public way. After Ronny's comments and a stronger spotlight on corruption, you would think this will be sooner rather than later. A necessary domino to clear the path. Maybe behind closed doors somewhere in the DRC, discussions are currently being had as to who is joining Celestin under the bus. This could be spectacular!

https://x.com/brendo726/status/1905358138586661130

https://x.com/TDITDistaken/status/1905386160408735864

https://x.com/brendo726/status/1905423996256223558

 

[Spikerama]

Don't take this the wrong way however if you need an answer to your question, stay the f away from the stock market.

As cofusious says "man with hand in pocket is always on the ball" and I only have 1

Confucious also say, 'It is good to meet girl in park. But far better to park meet in girl.'

 

[wombat74]

Think they're just taking a leaf out of Zijin/Comminiere's book - Fake it till you make it. If I read it in the news, it must be true, even if I was the one that wrote the news...

Felix saying : Bill if I can stay in office another 5 years I'll be as rich as you .

 

[JNRB]

Production early 2030's???

Geezez

Zijin steal the fucking shit and look like producing in 2026

Zijin are full of shit.

 

[JNRB]

And a lump of coal can be turned into a billion dollar diamond by putting it under enough pressure but no one is valuing coal based on the price of diamonds.

Right now China controls the lithium (as a chemical) supply chain. Which is part of the reason why they have managed to suppress the price of spod (and devalue everyone - remember Chris Ellison "if your rock your god"), the other part is they have expensive to use local supply (a different source of lithium called Lepidolite), which they either force their companies to use or subsidise it some other way. So the price of lithium spod has to be lowered to compete with the subsidised price of Lepidolite... some mines even have to operate at a loss in particularly bad economic times or just shut down altogether (CATL has a very large mine in China they start up/shut off as a means of controlling the global price), this has a follow on effect of killing off exploration (as its no longer as investable, we have all seen our portfolios plummet) and consequently crippling new supply coming online (which hyper inflates the price) - the real value is therefore not straight forward, its a multi varable euqation.

The hope is that overtime through a combination of it being too expensive to keep using China local supply, global demand increasing beyond China's ability to manipulate and alternate non-China supply chains coming online, they cant keep doing what they are doing... China see these dangers to their supremacy too, which is why they are going ham buying up control of all global mines & stock and also why the US need to combat China's influence in this space, seems Washington FINALLY gets it (or is finally willing to do something about it).

Point being, depending on how we are positioned, it gives us some leverage and value but we are still just the biggest shiniest rock in a global pile of rocks... the value can only be pushed so far and no one is going to factor in our historic struggles (as a positive) or pay up for pain and suffering through the ordeal.

In 12-18 months when legal issues are resolved, damages applied, funding, a more positive point in the cycle and a diversified global chemical supply chain.... its just too far to speculate on and what the value will be.

I will run out the door right now for $1ps because I can invest the tied up capital elsewhere, if anyone wants an extra million shares.

What a stupid fking analogy.
Firstly, manufactured diamonds are a profitable business.

Secondly,
Have you never read a mining BFS/DFS?
It factors in the cost of processing.

Lets sub some values here:
"You can turn spodumene into an expensive car battery with the right processing but no-ones valuing lithium based on the demand for EV's"

Coal is literally one of the ONLY things people mine that isn't priced on its potential to be transformed into something more valuable and even that you gave an example of it being turned into something more valuable.

 

[JNRB]

I am a first time poster so apologies if this has already been covered in a previous post reply. Genuine question: How do you actually purchase shares in AVZ at the moment given that it is delisted from ASX?

You offer someone $12 for an off-market transfer

 

[Spikerama]

An Italian ,a Scotsman and a Chinese man are hired at a construction site.
The foreman points out a huge pile of sand and says to the large, muscular, Scotsman he says, "You're in charge of shoveling."
To the slightly less muscular but still large Italian man, he says, "You're in charge of sweeping."
And to the skinny Chinese man he says, "You're in charge of supplies."
He then says, "Now, I have to leave for a little while. I expect you men to make a dent in that pile of sand."
So the foreman goes away for a couple of hours and when he returns, the pile of sand is untouched. He asks the Italian, "Why didn't you sweep any of it?"
He replies "I no hava no broom, you saida to the Chinese guy that he wasa ina charge of supplies, but he hasa disappeared and I no coulda finda him nowhere."
The foreman turns to the Scotsman and says, "And you, I thought I told you to shovel this pile."
He replied, "Aye, ye did lad, bit ah couldnae git masel' a shuvl! Ye left thon wee Chinese mannie in chairge of supplies, bit ah couldnae fin' him onywhar."
The foreman is really pissed off now and storms off towards the pile of sand to look for the Chinese guy. As he approaches the mound, the Chinese guy leaps out from behind the sand and yells…
"SUPPLIES!"

Oldie but a goodie mate. The version I heard was building a railroad in Africa and it was the Indians, the Italians and the Chinese.

 

[wombat74]

Oldie but a goodie mate. The version I heard was building a railroad in Africa and it was the Indians, the Italians and the Chinese.

Thanks mate . Last joke I posted with Chinese in it I was threatened with extinction by TSE officials . I think tolate hovers around TSE and reports anything that offends him . I better delete it before I get busted .

 

[BRICK]

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*Hopefully a Stiffy that won't go down for a month or two

What will you be at $12.50?

 

[Mute22]

Confucious also say, 'It is good to meet girl in park. But far better to park meet in girl.'

Confucious say, man who goes to bed with itchy tushy wakes up with smelly finger.

 

[Thaz]

Funny that.

The time i have held AVZ, I have

- got married
- went on honeymoon
- had a kid
- kid went to hospital
- had another kid
- family holidays
- reach LSL with my employer
- 6mo went to Hospital (My current 'crisis')

It's like it's synonymous with the important things that happened in my life, and have realised each time that family is important more so than money.

That said - I still want my $50ps.

 

[ptlas]

Kobold should get Zijin in as sub contractors. Producing by 2027 !!!

Possibly, they would wanna cut out the Chinese.
Maybe a western miner will be used.

 

[Prod]

Confucious say, man who goes to bed with itchy tushy wakes up with smelly finger.

Confucius says, man who walks through airport terminal doors sideways is going to Bang-Kock.

 

[ozmacca]

Funny that.

The time i have held AVZ, I have

- got married
- went on honeymoon
- had a kid
- kid went to hospital
- had another kid
- family holidays
- reach LSL with my employer
- 6mo went to Hospital (My current 'crisis')

It's like it's synonymous with the important things that happened in my life, and have realised each time that family is important more so than money.

That said - I still want my $50ps.

Mate my timeline reads exactly as that does, except for 2 yrs away from LSL and no hospital visits (touch wood, all the best with that).
What a time to be alive

 

[BRICK]

Funny that.

The time i have held AVZ, I have

- got married
- went on honeymoon
- had a kid
- kid went to hospital
- had another kid
- family holidays
- reach LSL with my employer
- 6mo went to Hospital (My current 'crisis')

It's like it's synonymous with the important things that happened in my life, and have realised each time that family is important more so than money.

That said - I still want my $50ps.

Good time to spare a thought for John

 

[Frank]

https://x.com/TDrywallact/status/1905568934868517053

https://x.com/RandallRandwick/status/1905551160783897027