AVZ Discussion 2022

[ptlas]

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.

Kobold wants

I want to buy the house next door for $20.
I don't want the garden, but want the owners to be fairly compensated.

 

[Spikerama]

Cmon Spike. It’s Friday night.

Oh I get ya. It was a joke. My bad.

 

[Roger2018]

Stop counting your chickens folks. You are just setting yourself up for another disappointment

Agree unfortunately! at least its at the pointy end of this! FFS been in for 7 yrs now!

 

[LEFOOL]

Stop counting your chickens folks. You are just setting yourself up for another disappointment

Talking about chickens.... KFC for dinner tonight boys SOUTH SYDNEY TILL I DIE !!!! LFG !!!!

 

[Mute22]

Smiles all around:

 

[CHB]

Stop counting your chickens folks. You are just setting yourself up for another disappointment

that's true

 

[Pokok]

Talking about chickens.... KFC for dinner tonight boys SOUTH SYDNEY TILL I DIE !!!! LFG !!!!

Bunnies for ever born and bread

 

[Pokok]

Sorry to the ladies but it was joke Friday might be I will have to do a nudie run also that will be a sight

 

[JNRB]

Something else that came back to me while reading another article on critical minerals: US has already used the Defense Production Act to enable military support of critical minerals objective.

Im no legal scholar so don't the direct impact of this, but it shows the US has already taken serious steps towards tying military objective to strategic mineral objective, which I assume helps whatever framework theyre looking to develop with DRC.


OK, let the Friday Funnies resume

 

[David Krappenschitz]

Stop counting your chickens folks. You are just setting yourself up for another disappointment

that's true

you two know something?
or just spreading some general wisdom?

 

[PhatCatz]

6 bucks + royalties

 

[Goldenboy]

6 bucks + royalties

$12

 

[cruiser51]

 

[cruiser51]

 

[Shire]

Smiles all around:


View attachment 81379

View attachment 81378

It would be nice to get some confirmation of big Nige in some of these discussions.

 

[Mr_Tones83]

"How the U.S. will operate in Congo is unclear, but Boulos suggested that U.S. companies will be involved.
"Rest assured, American companies are operating transparently and will stimulate local economies. These are multi-billion-dollar investments," he said."

Loading…

www.reuters.com

 

[Yaseen]

I remember a year or so ago when Felix went to China and I came on here stating that there's a chance China offered military support to our detractors to help keep a stranglehold on their country, and every man and his dog called me toilet or one of the many other wankers. Now America comes along and does the same but its possibly in our favour its ok to bring that up

Unfortunately, as much as toilet and co are toxic as fuck, so too have been 50% of this forum at times, one particular member even wanting to have me arrested(attempting to report me to ASIO and instructing others to do the same) for pointing out Isreals crimes on twitter, gatekeeping like ;ol mate Celeste in a chinese brothel. Now Isreal are up on multiple international war crimes and America are offering military aid and competing with China. How the tides have turned on all fronts

Anywho, lets hope we can all get along and the current turn of events results in the appropriate amount of $'s in our bank for all our misery and risk we took on this one

 

[Exo324]

I remember a year or so ago when Felix went to China and I came on here stating that there's a chance China offered military support to our detractors to help keep a stranglehold on their country, and every man and his dog called me toilet or one of the many other wankers. Now America comes along and does the same but its possibly in our favour its ok to bring that up

Unfortunately, as much as toilet and co are toxic as fuck, so too have been 50% of this forum at times, one particular member even wanting to have me arrested(attempting to report me to ASIO and instructing others to do the same) for pointing out Isreals crimes on twitter, gatekeeping like ;ol mate Celeste in a chinese brothel. Now Isreal are up on multiple international war crimes and America are offering military aid and competing with China. How the tides have turned on all fronts

Anywho, lets hope we can all get along and the current turn of events results in the appropriate amount of $'s in our bank for all our misery and risk we took on this one

there hasn't been much evidence of china offering military support, not in the past nor now, so why would anyone entertain statements to that effect?
the USA has announced that they ARE offering military support in exchange for the minerals deal. seems like a completely different thing.

but yes I agree. Nige even mentioned at/around the time of the AGM that expectations need to be realistic or something like that, so I'll just trust that he will get us the best possible deal that he can - no matter what it ends up being - because we just arent privvy to all the information and things happening in the background

will just be glad to not have to check this forum and HC daily anymore one day in the near future!

 

[Yaseen]

there hasn't been much evidence of china offering military support, not in the past nor now, so why would anyone entertain statements to that effect?
the USA has announced that they ARE offering military support in exchange for the minerals deal. seems like a completely different thing.

but yes I agree. Nige even mentioned at/around the time of the AGM that expectations need to be realistic or something like that, so I'll just trust that he will get us the best possible deal that he can - no matter what it ends up being - because we just arent privvy to all the information and things happening in the background

will just be glad to not have to check this forum and HC daily anymore one day in the near future!

I get it, I just mentioned it was something to consider at the time considering the crazy stranglehold they seemed to have over the DRC. Unfortunatley some were extremely highly strung at the time, and apparently if you're newly emerged to some here then you have just to eat teh dick of those who post the most for months before being able to add your opinion, there's no excuse for their behaviour, it was a good indication of their character though. All but a few jumped on the band wagon too, with Mr.genocide backer leading the tribe and taking everyone into the abyss with him and then taking it to ASIO whilst at the same time playing the victim, ironic behaviour considering who he was backing. It was indeed one of the most pathetic displays ive seen from a grown man in my life(but typical of the mindset), and I remeber all the ring leaders jumping at shadows permenently as if our situation had brought them to full blown psychosis. "oh he's got the same name as me, for sure he's working for MAGA", "oh he's newly emerged and talking about some negative stuff, im gonna post a troll gif to him 20 times and tell him he's turning this in the crapper then find Anti-genocide posts on his twitter and report him to ASIO"

enough of that, hopefully a lesson for many, and hopefully no matter how bad it gets, the overly paranoid gatekeepers can stay rational from now on. Now onwards, and upwards.

 

[Randenj]

Apologies if posted already but read this little gem. Hopefully this is a case of reporting already being out of date...... https://www.australianresourcesandi...-upper-hand-in-us-critical-minerals-shortage/