AVZ Discussion 2022

[LOCKY82]

All the shit we've been through and the poor bastards who bought in at all time high for one of the most important deposits in the world, they've shown their hands now, catl, kobold and now rio all wanting in, well whoever wants it the most will need to pay the most I'd imagine.
IMO

 

[PhatCatz]

Maybe this is just Rio’s portion of a five party JV each paying 67.5c for a total value of $3.37 per share

One can only hope!

 

[Bray]

Fk all yall, $3 minimum or down with the ship we go

 

[PhatCatz]

Concerning all over socials after this pathetic lowball we have shareholders saying they’ll accept $1.38 some even $1.

Already dropped from the $2 and $3s the same people were speculating with even just yesterday!

One article and holders have already halved what they think is a fair value. (Yes, I understand anything we might get will never be “fair value” for this monster of a deposit).

Don’t fall victim to these crooks. Need to ignore and head to the courts. Win that an it’s minimum $10bn + “royalties”.

 

[JNRB]

Absolutely unacceptable—what an opportunist.
We proceed with both ICC and ICDIS from here. $3.50!!!They have no idea who they’re dealing with. AVZ shareholders are a whole different kettle of fish!

"I mean, MANONO!!!"

 

[Goldenboy]

This sounds like a strategically leaked low ball offer with “AVZ board entertaining” spin as an added bonus. Buttering up shareholders to accept a slightly less bad offer of 75c and make out like it’s a great deal after getting shareholders to sit through the 5 stages of grief for the shit 67c offer. Just as the losing hope stage kicks in they’ll get for the throat of the 21k mum and dad investors and try to steal this with low ball crap offers.

Clearly abuse of power in negotiations by these snakes to use media to sway share holders. Hold strong and tell them to duck off. $6.75 per share minimum now.

$US!!!!!!$6.75

 

[Thaz]

Concerning all over socials after this pathetic lowball we have shareholders saying they’ll accept $1.38 some even $1.

Already dropped from the $2 and $3s the same people were speculating with even just yesterday!

One article and holders have already halved what they think is a fair value. (Yes, I understand anything we might get will never be “fair value” for this monster of a deposit).

Don’t fall victim to these crooks. Need to ignore and head to the courts. Win that an it’s minimum $10bn + “royalties”.

I'm still sticking with $50ps.

 

[Pokok]

Okay people settle down the way I read it , who actually made an offer of 67c ps ? was it RIO , Kobold Cath ?? that is just the price worked out on what a newspaper value it , who is the sauce of these figures ? , I for one will even vote against royalties as I am too old and want to retire , its okay for you younger guys and girls as it is a good future income but not for the older guys and girls , I want and need my cash asap but will never accept what the NORTH and SOUTH is worth , like a few posters have said pay up or move on . Let's wait till management announces something , that is when I believe what I am told . Everybody stick with what you all believed was a fair price a week ago stop thinking negative .

 

[BRICK]

Concerning all over socials after this pathetic lowball we have shareholders saying they’ll accept $1.38 some even $1.

Already dropped from the $2 and $3s the same people were speculating with even just yesterday!

One article and holders have already halved what they think is a fair value. (Yes, I understand anything we might get will never be “fair value” for this monster of a deposit).

Don’t fall victim to these crooks. Need to ignore and head to the courts. Win that an it’s minimum $10bn + “royalties”.

Spare a thought for the peeps whole sold at 1c. who are out there watching this all go down.

If we get a decent payout etc., youd have to be pretty pissed you succumbed to that offer.

 

[bloke383]

Our management need to remind any potential suitors that

1. CATH is funding us $20 million to be able to follow through our ICC & ICSID proceedings
2. ICC decisions so far have been in our favour
3. ICSID to commence shortly with a damages bill of $10 billion sought
4. Management & shareholders have demonstrated & still are prepared to go the distance with ICSID

Along with the above , & Felix being desperate , US gov wanting non Chinese sourced minerals , 2 suitors emerging (& surely Mr Pei won't let this go for a song ?) , we are in our strongest position since this saga began . KoBold wants to offer 67cps ? GTFO

 

[Flight996]

Noting all the previous comments, and the Disneyesque $US1.5bn ($2.38bn) plus royalty randomly proposed by a homeless person, I cannot see other major miners, including CATH (CATL) or even Zijin letting this opportunity of a life time pass.

That figure is pure fiction, and without credibility.

Let's see who else wants to play.

Cheers
F

 

[Dazmac66]

In real estate terms this regular a practice called "conditioning". Real estate agents will construct a low ball offer from one of their mates to sow doubt in the vendors mind - standard practice! Best ignored, keep emotions out of it, tell them they will need to find a smaller lithium deposit and that you will only begin negotiations when a realistic offer is tabled. And do it with a deboss style wink!

 

[Flight996]

Remember folks, any proposed disposal of our key asset (Manono RD+CDL) must be put to shareholders for ratification.

We have the final word on this.

Cheers
F

 

[wombat74]

Graeme Johnston's recent LinkedIn posts related to this Low ball offer ? Everything seems to leak eventually.

 

[Misfits]

https://x.com/kempy68/status/1906323611260227779

Its Me Mario
@kempy68
$AVZ I have been banging on about we should not acpt below ATH of $1.36. R we forgetting the TIN? This adds big $. ? is this not being put out in social media? We have the upgraded BFS too, so let’s call it $2.50 at a min. To suggest 67c is a slap in the face!
@KoBold
@RioTinto
8:32 PM · Mar 30, 2025
795
Views

 

[Mining8]

In real estate terms this regular a practice called "conditioning". Real estate agents will construct a low ball offer from one of their mates to sow doubt in the vendors mind - standard practice! Best ignored, keep emotions out of it, tell them they will need to find a smaller lithium deposit and that you will only begin negotiations when a realistic offer is tabled. And do it with a deboss style wink!

Psychology 101…Make an obscenely low bid hoping the seller will take it but have in mind a higher price that they will buy the asset. BTW I do not trust the price in the article, no source, could be someone playing funny buggers to get a low price or just some no nothing pulling numbers out of their arse; best ignored.

 

[Frank]

Noting all the previous comments, and the Disneyesque $US1.5bn ($2.38bn) plus royalty randomly proposed by a homeless person, I cannot see other major miners, including CATH (CATL) or even Zijin letting this opportunity of a life time pass.

That figure is pure fiction, and without credibility.

Let's see who else wants to play.

Cheers
F

Flight 996 to Manono prepare for takeoff

https://x.com/CritMinJrnl/status/1906412676294553982

https://x.com/EmmaDay76/status/1906304763660284112

https://x.com/TheGermanOne86/status/1906362903332089863

 

[hedrox]

First of all....it's only a beginning base TO price. I was a few times involved in Take overs. My first TO was with CDV. First offer 46 cents by North Gold [ Russian ] . A few days later the Chinese come back with an offer of 60 cents. Then the counter offer by the Russians...67 cents... and it went on and on and finally got sold for 1.06 $. Everybody knows how valuable AVZ is...let's wait...it's all only the beginning of the bidding war and we got the last saying....

 

[Frank]

https://x.com/DominicFurfaro/status/1906144604564627507

 

[Spikerama]

@Frank

Monday version for you Frank and anyone else that needs one.