AVZ Discussion 2022
- Thread starter GazDix
- Start date
High Voltage: Lithium's price recovery could shock you - Stockhead
Lithium surpluses could erode quicker than you think, leading to potential price shocks in the next two years.
Don't worry mate he is watching and readingBeen quiet of late @geo_au ?
Frank
Top 20
Let's go, let's go!
Interesting comment about toning things down on X, hmm
RIP John
Mute22
Regular
Spikerama
Regular
So look, I know I'm going to get flamed for this but just out of interest, I went down and checked out some of the BYD EVs this week.
One in particular had my interest and so I asked the sales guy (Chinese) about "cargo space". He looked at me so strangely I thought his head was going to split in two.
He exclaimed, 'No!... Car no go space!... Car go on road!'
One in particular had my interest and so I asked the sales guy (Chinese) about "cargo space". He looked at me so strangely I thought his head was going to split in two.
He exclaimed, 'No!... Car no go space!... Car go on road!'
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Dave said to dad I'm getting married but I am still a virgin
Don't worry Dave I will book the hotel room next to yours and guide you
After the reception they go to the room but Dave needs to go to the bathroom
But the bride needs to go also but cant wait so she shits in a shoe box
When Dave comes out he steps in the box and screams
There is shit in this box
Dad calmly yells out
Roll her over Dave
Don't worry Dave I will book the hotel room next to yours and guide you
After the reception they go to the room but Dave needs to go to the bathroom
But the bride needs to go also but cant wait so she shits in a shoe box
When Dave comes out he steps in the box and screams
There is shit in this box
Dad calmly yells out
Roll her over Dave
LEFOOL
Regular
Spikerama
Regular
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Table 1. New Tariff Regime for AGOA Countries
Table with 4 columns and 31 rows.
DRC will be hit with a 21% tariff on sweet potatoes, lithium and paper bags payable at the US post office when collected.
If the paper bags are filled in the USA and returned to the DRC, there will not be a refund on the tariff of 21% paid.
Table with 4 columns and 31 rows.
| Country | Tariff Rate (%) | Key exports | size of US export market relative to total imports | ||
|---|---|---|---|---|---|
| 1 | Angola | 42 | Oil (exempt) | Not significant | |
| 2 | Botswana | 47 | Diamonds | Not significant | |
| 3 | Benin | 20 | Soybean Meal/Nuts | Not significant | |
| 4 | Cabo Verde | 20 | Fish Mollusks | Not significant | |
| 5 | Chad | 23 | Petroleum (exempt) | Very significant | |
| 6 | Comoros | 10 | Vanilla/Cloves | Significant | |
| 7 | Djibouti | 20 | Delivery Trucks | Not significant | |
| 8 | Democratic Republic of Congo | 21 | Petroleum/Copper (petroleum is exempt; copper may be) | Not significant | |
| 9 | Eswatini | 20 | Minerals/Precious Stones (minerals may be exempt; specifics not yet provided) | Not significant | |
| 10 | Gambia | 20 | Fish/Mollusks | Not significant | |
| 11 | Ghana | 20 | Petroleum/Cocoa (petroleum exempted) | Significant | |
| 12 | Guinea Bissau | 20 | Coconuts, brazil nuts, cashews | Not significant | |
| 13 | Ivory Coast | 31 | Cocoa | Significant | |
| 14 | Kenya | 20 | Vaccines/Apparel (pharmaceuticals exempted) | Significant | |
| 15 | Lesotho | 60 | Apparel | Very significant | |
| 16 | Liberia | 20 | Rubber, diamonds, palm oil | Very significant | |
| 17 | Mauritania | 20 | Excavation machinery, iron pipes | Not significant | |
| 18 | Mauritius | 50 | Apparel | Very significant | |
| 19 | Madagascar | 57 | Apparel | Very significant | |
| 20 | Malawi | 27 | Tobacco/Tea/Sugar | Significant | |
| 21 | Mozambique | 26 | Precious Stones/Titanium | Not significant | |
| 22 | Namibia | 10 | Pearls/Precious Stones | Not significant | |
| 23 | Nigeria | 24 | Crude Oil/Gas (exempted) | Significant | |
| 24 | Republic of Congo | 20 | Petroleum/Copper/Wood (petroleum exempted; copper may be) | Not significant | |
| 25 | Rwanda* | 20 | Coffee | Not significant | |
| 26 | Senegal | 20 | Processed Fish | Not significant | |
| 27 | Sierra Leone | 20 | Palm Oil | Not significant | |
| 28 | South Africa | 31 | Precious Stones/Metal/Transport | Very significant | |
| 29 | Tanzania | 20 | Precious Stones/Apparel | Not significant | |
| 30 | Togo | 20 | Soybeans/Fake Hair | Not significant | |
| 31 | Zambia | 27 | Precious Stones/Copper (copper may be exempt) | Not significant |
DRC will be hit with a 21% tariff on sweet potatoes, lithium and paper bags payable at the US post office when collected.
If the paper bags are filled in the USA and returned to the DRC, there will not be a refund on the tariff of 21% paid.
Spikerama
Regular
On the bright side I can now put swastikas on my Cybertruck and people will just think it's been vandalised
I remember last time we were told to be respectful as well...and what do you know, DRC fucked us over.. jeez that felt like almost a year ago now..they can go fuck right off
Honestly who gives a shit at this stage. Just take it to the courts and strand the asset for all i care. (yes i know everyone's situation is different and i understand that)
I only give this number any credit because elphamale has posted so much good analysis in the past. But if 6B is the number Kobold etc want to work towards then I'd still be expecting royalties alongside that.
- palatable purchase price for yanks (/rio)
- they still get the geopolitical strategic advantage they're after with lithium access
- AVZ holders get to share in the profit and upside exposure to lithium price recovery over coming years.
Not gonna type it out again, but subbing that into my earlier, very sophisticated, formula
...(x*y)=$12/share
Funny, same result
I know a lot of peeps just want payout but BoD has to go for best value overall, and that may well be one where upfront purchase price is offset against earnings in the future. Its more or less what our pathway with CATH is too, and most people were pretty excited at the option of 50% ownership of a processing plant.
If we were gonna get screwed over, IMO it would have happened already. NF et al doing great job of holding form for the best outcome for Shareholders.
condino on X had posted long time ago a table on the SP based on different size outputs. I can't seem to find it..I only give this number any credit because elphamale has posted so much good analysis in the past. But if 6B is the number Kobold etc want to work towards then I'd still be expecting royalties alongside that.
- palatable purchase price for yanks (/rio)
- they still get the geopolitical strategic advantage they're after with lithium access
- AVZ holders get to share in the profit and upside exposure to lithium price recovery over coming years.
Not gonna type it out again, but subbing that into my earlier, very sophisticated, formula
...(x*y)=$12/share
Funny, same result
I know a lot of peeps just want payout but BoD has to go for best value overall, and that may well be one where upfront purchase price is offset against earnings in the future. Its more or less what our pathway with CATH is too, and most people were pretty excited at the option of 50% ownership of a processing plant.
If we were gonna get screwed over, IMO it would have happened already. NF et al doing great job of holding form for the best outcome for Shareholders.
But we would be able to get a rough estimate on royalties based on that right? i'm going to guess something like 2% of the profit divied up by the SOI
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