AVZ Discussion 2022

cruiser51

Top 20
Yeah youre right..

I blame it on the nut

Jesus @Winenut whatya doing.
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.
 
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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?

😉😉😉

No J, there was not one point where that thought occurred mate. I'm an innovator and a strong independent woman, and ain't nobody going to hold me down 🧏🏿‍♀️

I'm not sure who pissed in your wheatbix J, but it wasn't me 😂 I'd ask for your constructive input but:
Joined: 7.00pm
Posted: 7.11pm
Last active: 7.11pm

Have you read much else that's been posted or did something I said rub your Jimmy's the wrong way and it took you 10mins to decide that this would be the best thing you could first post on TSE? Join us on the lighter side champ, hopium does wonders for one's mental health - US$12+++ 😉😉😉
 
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BRICK

Where’s Zeebot 😶‍🌫️
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.

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
 
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Remark

Top 20
Is it just me or is getting snarky in here?:unsure:
 
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CashKing

Regular
Is it just me or is getting snarky in here?:unsure:
Pointy end again mate.

Always does 🤞
 
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Frank

Top 20
"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
1744032590648.png


Got any Minerals.png


10-billion-dollars.jpg



Tick Tock.gif


 
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pow4ade

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cruiser51

Top 20
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
You don't have to apologise.
You can post whatever you feel is appropriate.
Who am I, to tell you what to do?

However, I have used the ignore button and you are in the same bucket as Yaseen etc.

There are people here, I do appreciate.

That's life.
 
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JNRB

Regular
Holder Kenton across the road created a website:

AVZ Minerals Valuation
LOL What a total crock of shit.

Also no one is putting that much effort into creating a website for a lowball valuation unless they're being paid to do it.
So our new low-ball anchor price has moved from 0.60c (from the random journalist) to $1.35 from some random git who i speculate is being paid to try and set low expectation. Keep doubling it a few more times and we'll start getting somewhere.
 
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Hudnut

Regular
Holder Kenton across the road created a website:

AVZ Minerals Valuation

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.
 
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JNRB

Regular
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.
In other words, they've done whatever they could to produce the lowest number possible while trying to present a veneer of authenticity.
 
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bloke383

Regular
From the article above

Competition for Manono’s lithium is intensifying. Anglo-Australian mining giant Rio Tinto has reportedly expressed interest in the deposit, adding pressure on the Congolese government to resolve disputes and capitalize on Western interest. This rivalry between Kobold Metals and Rio Tinto could strengthen Kinshasa’s negotiating position but also accelerate decision-making in a sector where China remains dominant.

More of this competition please .
 
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rocknrolla

Regular
Have a funny feeling a deals been done and we’re just waiting on pieces above to fall in place.
 
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Mr_Tones83

Regular
We're still continuing down the road of ICSID just in case. Says to me a deal isn't done quite yet
 

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Doc

Master of Quan
We're still continuing down the road of ICSID just in case. Says to me a deal isn't done quite yet
AVZ would be batshit crazy to stop ICC/ICSID until money is in the bank. We’ve been burnt by promises too many times
 
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