cruiser51
Top 20
Please take ownership of your own posts.
Saying 'I didn't know what I was posting, is at the same level, as saying but but I was pissed mate'
Just grow up.
Please take ownership of your own posts.
Probably anyone with a brain
When the revenue figure of $840b (or $300b for that matter) in your post was SO far away from anyone else's expectation, was there ever a point in the thought process where you went...hang on...there might be a fundamental error in the methodology/calculation here?
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Please take ownership of your own posts.
Saying 'I didn't know what I was posting, is at the same level, as saying but but I was pissed mate'
Just grow up.
Pointy end again mate.Is it just me or is getting snarky in here?![]()
"US closes in on critical minerals deal with DR Congo"
- Orion Resource Partners
- Robert Friedland
- Rio Tinto
- United Mining
Published April 6 2025
US closes in on critical minerals deal with DR Congo
There is no 'current share price' ...
You don't have to apologise.Ah apologies cruiser but where did I post that i didn’t know what I was posting?
I think you may have missed that my post blaming the nut was a joke!
And yes I posted a meme of trump and Putin dressed as gimps. Which obviously was offensive to a few. Sorry all those offended by it.
Zeebot removed said offensive meme and I take full ownership of it as well.
One thing I’ll never do however is personally attack other posters as I have a lot of respect for a lot of the posters here like you, spike and especially the Winenut!
Thanks
LOL What a total crock of shit.
In other words, they've done whatever they could to produce the lowest number possible while trying to present a veneer of authenticity.Lots of factors missing in that valuation. It looks like some high school homework.
For starters, strategic factors mentions geopolitical an regulatory risk in the DRC (downside), but not the incentive for the USA to ensure strategic control over the resource (upside).
That includes locking in access to Lithium for use by their Industries, and also ensuring China can't further monopolise and manipulate Li price.
The possible value of the Tin and Tantalum aren't included in the simplistic valuation.
No mention of how operating margin is calculated or compared to other resources. We can shovel this stuff off the surface at Manono.
Also nothing about Saudis looking for investment into a longer term easily accessed energy based replacement for oil.
I don't think they've priced in the strategic value of the asset at all, and overstated the geopolitical risk given that the interested parties can exert a lot more influence than AVZ can. Especially given our impotent and disinterested Government.
From the article above
AVZ would be batshit crazy to stop ICC/ICSID until money is in the bank. We’ve been burnt by promises too many timesWe're still continuing down the road of ICSID just in case. Says to me a deal isn't done quite yet